Schwartz Morris Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Schwartz Morris Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 84-3849574
Foundation Overview
Based in Raleigh, NC, Schwartz Morris Foundation has awarded 89 grants totaling $439,950 to organizations in North Carolina, New York and 1 other state across the US. Individual grants range from $250 to $32,500, with a median award of $1,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 12 recipients (17%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
85% of all grants are concentrated in North Carolina, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within North Carolina, funding concentrates in Raleigh (49%), Durham (25%), Asheville (9%).
Funding Trajectory
Stable funding levels with 5% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Dual focus on community projects (93%) and healthcare, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Schwartz Morris Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| American Heart Association | $5,000 | Durham, NC, US | To Support Organization's Mission. | 2024 |
| Casting Carolinas | $1,000 | Asheville, NC, US | To Support Organization's Mission. | 2024 |
| Skidmore College | $25,000 | Saratoga Springs, NY, US | Support Current Budget. | 2024 |
| Tisch Brain Tumor Center | $1,000 | Durham, NC, US | To Support Organization Mission. | 2024 |
| Spca Of Wake County | $7,000 | Raleigh, NC, US | To Support Organization's Mission. | 2024 |
| Chapel Hill Hs Booster Club | $850 | Chapel Hill, NC, US | To Support Activities. | 2024 |
| American Heart Association | $5,000 | Durham, NC, US | To Support Organization's Mission. | 2024 |
| Casting Carolinas | $1,000 | Asheville, NC, US | To Support Organization's Mission. | 2024 |
| Skidmore College | $25,000 | Saratoga Springs, NY, US | Support Current Budget. | 2024 |
| Tisch Brain Tumor Center | $1,000 | Durham, NC, US | To Support Organization Mission. | 2024 |
| Spca Of Wake County | $7,000 | Raleigh, NC, US | To Support Organization's Mission. | 2024 |
| Chapel Hill Hs Booster Club | $850 | Chapel Hill, NC, US | To Support Activities. | 2024 |
| American Heart Association | $7,500 | Durham, NC, US | To Support Organization's Mission. | 2023 |
| Casting Carolinas | $2,500 | Asheville, NC, US | To Support Organization's Mission. | 2023 |
| Skidmore College | $25,000 | Saratoga Springs, NY, US | Support Current Budget. | 2023 |
| Tisch Brain Tumor Center | $1,000 | Durham, NC, US | To Support Organization Mission. | 2023 |
| Struther's Unleashed | $500 | Struthers, OH, US | To Support Organization's Mission. | 2023 |
| Spca Of Wake County | $2,500 | Raleigh, NC, US | To Support Organization's Mission. | 2023 |
| East Lincoln High Sch Band Booster | $350 | Denver, NC, US | To Support Activities. | 2023 |
| American Heart Association | $7,500 | Durham, NC, US | To Support Organization's Mission. | 2023 |
| Casting Carolinas | $2,500 | Asheville, NC, US | To Support Organization's Mission. | 2023 |
| Skidmore College | $25,000 | Saratoga Springs, NY, US | Support Current Budget. | 2023 |
| Tisch Brain Tumor Center | $1,000 | Durham, NC, US | To Support Organization Mission. | 2023 |
| Struther's Unleashed | $500 | Struthers, OH, US | To Support Organization's Mission. | 2023 |
| Spca Of Wake County | $2,500 | Raleigh, NC, US | To Support Organization's Mission. | 2023 |
| East Lincoln High Sch Band Booster | $350 | Denver, NC, US | To Support Activities. | 2023 |
| American Heart Association | $12,600 | Durham, NC, US | Support Charitable Activities. | 2022 |
| Duke Univ Angels Among Us | $5,000 | Durham, NC, US | Support Charitable Activities. | 2022 |
| Casting Carolinas | $3,000 | Asheville, NC, US | Support Charitable Activities. | 2022 |
| Nc High School Athletic Assn | $12,500 | Chapel Hill, NC, US | Support Current Budget. | 2022 |
| Skidmore College | $20,000 | Saratoga Springs, NY, US | Support Current Budget. | 2022 |
| Interfaith Food Shuttle | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Food Bank Of Central & Eastern Nc | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Oak City Cares | $1,000 | Raleigh, NC, US | Support Low Income Housing. | 2022 |
| The Green Chair Project | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Hope Center At Pullen Park | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2022 |
| A Place At The Table | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2022 |
| Caring Community Foundation | $1,000 | Durham, NC, US | Support Charitable Activities. | 2022 |
| New Hanover Humane Society | $250 | Wilmington, NC, US | Support Current Budget. | 2022 |
| American Heart Association | $12,600 | Durham, NC, US | Support Charitable Activities. | 2022 |
| Duke Univ Angels Among Us | $5,000 | Durham, NC, US | Support Charitable Activities. | 2022 |
| Casting Carolinas | $3,000 | Asheville, NC, US | Support Charitable Activities. | 2022 |
| Nc High School Athletic Assn | $12,500 | Chapel Hill, NC, US | Support Current Budget. | 2022 |
| Skidmore College | $20,000 | Saratoga Springs, NY, US | Support Current Budget. | 2022 |
| Interfaith Food Shuttle | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Food Bank Of Central & Eastern Nc | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Oak City Cares | $1,000 | Raleigh, NC, US | Support Low Income Housing. | 2022 |
| The Green Chair Project | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Hope Center At Pullen Park | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2022 |
| A Place At The Table | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2022 |
| Caring Community Foundation | $1,000 | Durham, NC, US | Support Charitable Activities. | 2022 |
| New Hanover Humane Society | $250 | Wilmington, NC, US | Support Current Budget. | 2022 |
| American Heart Association | $12,600 | Durham, NC, US | Support Charitable Activities. | 2022 |
| Duke Univ Angels Among Us | $5,000 | Durham, NC, US | Support Charitable Activities. | 2022 |
| Casting Carolinas | $3,000 | Asheville, NC, US | Support Charitable Activities. | 2022 |
| Nc High School Athletic Assn | $12,500 | Chapel Hill, NC, US | Support Current Budget. | 2022 |
| Skidmore College | $20,000 | Saratoga Springs, NY, US | Support Current Budget. | 2022 |
| Interfaith Food Shuttle | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Food Bank Of Central & Eastern Nc | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Oak City Cares | $1,000 | Raleigh, NC, US | Support Low Income Housing. | 2022 |
| The Green Chair Project | $1,000 | Raleigh, NC, US | Support Current Budget. | 2022 |
| Hope Center At Pullen Park | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2022 |
| A Place At The Table | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2022 |
| Caring Community Foundation | $1,000 | Durham, NC, US | Support Charitable Activities. | 2022 |
| New Hanover Humane Society | $250 | Wilmington, NC, US | Support Current Budget. | 2022 |
| Nc High School Athletic Assn | $32,500 | Chapel Hill, NC, US | Support Current Budget. | 2021 |
| Read & Feed | $1,000 | Cary, NC, US | Support Current Budget. | 2021 |
| Contemporary Art Museum | $1,000 | Raleigh, NC, US | Support Current Budget. | 2021 |
| Skidmore College | $20,000 | Saratoga Springs, NY, US | Support Current Budget. | 2021 |
| Spca Of Wake County | $2,500 | Raleigh, NC, US | Support Current Budget. | 2021 |
| Pershing Rifles Alumni Assn | $500 | Sanford, NC, US | Support Current Budget. | 2021 |
| Food Bank Of Central & Eastern Nc | $1,000 | Raleigh, NC, US | Support Current Budget. | 2021 |
| Oak City Cares | $1,000 | Raleigh, NC, US | Support Low Income Housing. | 2021 |
| The Green Chair Project | $1,000 | Raleigh, NC, US | Support Current Budget. | 2021 |
| Hope Center At Pullen Park | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2021 |
| A Place At The Table | $1,000 | Raleigh, NC, US | Support Charitable Activities. | 2021 |
| Skidmore College | $20,000 | Saratoga Springs, NY, US | Support Current Budget | 2020 |
| American Heart Association | $5,000 | Durham, NC, US | Support Charitable Medical Activities | 2020 |
| Oak City Cares | $2,000 | Raleigh, NC, US | Support Low Income Housing. | 2020 |
| Hope Center At Pullen Park | $1,000 | Raleigh, NC, US | Support Charitable Activities | 2020 |
| Brain Tumor Center At Duke | $2,000 | Durham, NC, US | Support Charitable Medical Activities | 2020 |
| Aclu Of Nc | $1,000 | Raleigh, NC, US | Support Current Budget | 2020 |
| Lgbt Center Of Raleigh | $1,000 | Raleigh, NC, US | Support Current Budget | 2020 |
| The Innocence Project | $1,000 | New York, NY, US | Support Various Ministries | 2020 |
| Union Theological Seminary | $1,000 | New York, NY, US | Support Religious Activities | 2020 |
| Triangle Family Services | $1,000 | Raleigh, NC, US | Support Various Ministries | 2020 |
| Food Bank Of Central & Eastern Nc | $1,000 | Raleigh, NC, US | Support Current Budget | 2020 |
| The Green Chair Project | $1,000 | Raleigh, NC, US | Support Current Budget | 2020 |
| A Place At The Table | $1,000 | Raleigh, NC, US | Support Charitable Activities | 2020 |
Foundations Similar to Schwartz Morris Foundation
Discover 5 foundations with comparable assets ($654,034-$668,273), similar grant patterns, and geographic focus in NC that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The Kooken Family Foundation
EIN: 91-1938062 | 105 grants awarded |
$668,273
(≈ Similar) |
$2,000
median grant |
Winstonsalem, NC
Same state |
|
|
Wc & Edna W Martin Family
EIN: 20-0390442 | 78 grants awarded |
$659,866
(≈ Similar) |
$1,350
median grant |
Dunn, NC
Same state |
|
|
The Nicholas J Pisaris
EIN: 26-2940278 | 88 grants awarded |
$659,123
(≈ Similar) |
$2,000
median grant |
Pittsboro, NC
Same state |
|
|
Melton Foundation
EIN: 56-2276922 | 64 grants awarded |
$656,107
(≈ Similar) |
$2,000
median grant |
Hays, NC
Same state |
|
|
Harold And Margaret Deal Foundation
EIN: 56-1896328 | 37 grants awarded |
$654,034
(≈ Similar) |
$2,000
median grant |
Hickory, NC
Same state |
|
Related Foundation Resources in NC:
Contact Information
Official contact details for Schwartz Morris Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 84-3849574 |
| Website | N/A |
| Address | 6008 SARAHCREEK CT Raleigh, NC 27607-4866 |
Key People (2)
Board members, trustees, and key staff who oversee Schwartz Morris Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Pres Treas D | Steven A Schwartz |
|---|---|
| Vp Secr Dire | James C Morris |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Schwartz Morris Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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