Funder DirectorySCHWARTZ MORRIS FOUNDATION
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Private foundation (trust)EIN 843849574Est. 2020-06

SCHWARTZ MORRIS FOUNDATION

RALEIGH, NC 27607

Accepts unsolicited proposals

Total Assets

$670K

FY 2024

Annual Giving

$40K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$7K

FY 2024

Grant Range

$850–$25K

Typical

Deadlines

There are no formal deadlines.

Applications

Focus Areas

ArtsCulture & Humanities

Financial Snapshot

2024 filing

Total Revenue

$334K

Total Expenses

$48K

Qualifying Distributions

$40K

Distributable Amount

$27K

Min. Investment Return

$29K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

6 grants

Grant sizes from minimum $850 through median $3K to maximum $25K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $63K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

50 grants

SKIDMORE COLLEGE
$110K
5 grants
NC HIGH SCHOOL ATHLETIC ASSN
$45K
2 grants
AMERICAN HEART ASSOCIATION
$30K
4 grants
SPCA OF WAKE COUNTY
$12K
3 grants
CASTING CAROLINAS
$7K
3 grants
DUKE UNIV ANGELS AMONG US
$5K
1 grant
OAK CITY CARES
$4K
3 grants
A PLACE AT THE TABLE
$3K
3 grants

Grant Size Distribution

50 grants

<$10K
42
grants
$10–50K
8
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

North Carolina
$128K
53% of total
New York
$112K
47% of total
Ohio
$500
0% of total

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SCHWARTZ MORRIS FOUNDATION — Grants, Financials & Contact | Grantivo