Schwartz Morris Foundation
The Schwartz Morris Foundation is a private foundation based in Raleigh, North Carolina. Its 2025 filing reports grants to organizations in several states, including North Carolina and New York.
Key facts about Schwartz Morris Foundation
In short: Schwartz Morris Foundation gave $51K across 13 grants in 2025 (avg $4K), top state New York. 38% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 84-3849574
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $50,750
- Grants made (2025)
- 13
- Average grant
- $3,904
- Median grant
- $2,000
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025)
- Total assets
- $703,222
- Primary geography
- New York (49% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- Yes
- How to apply
- The foundation’s 2025 filing says it does not restrict giving to preselected organizations and accepts unsolicited requests. Full details ↓
- Deadline
- The filing states there are no formal deadlines.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$703K
+14.0% YoY
Annual Giving
$51K
+27.4% YoY
Grant Count
13
+116.7% YoY
Avg Grant Size
$4K
-41.2% YoY
Under IRS private-foundation payout rules, Schwartz Morris Foundation reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Is Schwartz Morris Foundation open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. First grants averaged $950; repeat grants $6K. How we count
Medians: $1K first-time, $2K repeat.
- 38% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 144% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. Skidmore College describes its mission as educating predominantly full-time undergraduates and preparing graduates to be informed, responsible citizens. Oak City Cares says it supports the self-determination of neighbors experiencing homelessness through relationships and coordinated services that help them become safely and stably housed. Immigrant Defenders Law Center describes itself as a social justice law firm defending immigrant communities against injustices in the immigration system. Operation Smile says it provides surgery for people with cleft lip, cleft palate, and other surgical conditions, and supports medical education and health-system initiatives.
Grantmaking
In 2025, the foundation made 13 grants totaling $50,750. Grants ranged from $250 to $25,000, with a median of $2,000. The largest grant was $25,000 to Skidmore College for current budget support. Other notable grants included $7,000 to the SPCA of Wake County and $5,000 to the American Heart Association; both were described as supporting the recipient organization’s mission. The foundation also awarded $2,000 each to Food Bank of Central & Eastern NC, Casting Carolinas, Hope Center at Pullen Park, Oak City Cares, and Green Chair Project.
Review Cycle
The filing states there are no formal deadlines.
Ready to take the next step with Schwartz Morris Foundation?
Geographic Focus
Where this funder awards grants
In 2025, 49% of grant dollars went to recipients in New York and 45% to recipients in North Carolina. California, Virginia, and Pennsylvania received 2%, 2%, and 1%, respectively.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $38K (2020) to $63K (2021). In 2025 it made 13 grants totaling $51K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Skidmore College ($25K). Together the top 10 received $49K.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 50 grants of 50 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Skidmore College Saratoga Springs, NY | Support Current Budget. | $25,000 |
| SPCA of Wake County Raleigh, NC | To Support Organization's Mission. | $7,000 |
| American Heart Association Durham, NC | To Support Organization's Mission. | $5,000 |
| Food Bank of Centraleastern NC Raleigh, NC | To Support Organization's Mission. | $2,000 |
| Casting Carolinas Asheville, NC | To Support Organization's Mission. | $2,000 |
| Hope Center at Pullen Park Raleigh, NC | To Support Organization's Mission. | $2,000 |
| Oak City Cares Raleigh, NC | To Support Organization's Mission. | $2,000 |
| Green Chair Project Raleigh, NC | To Support Organization's Mission. | $2,000 |
| Tisch Brain Tumor Center Durham, NC | To Support Organization's Mission. | $1,000 |
| Immigrant Defender's Law Center Los Angeles, CA | To Support Organization's Mission. | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $703,222 | $269,475 | $58,506 | $50,750 (13 grants) |
| 2024 | $616,953 | $333,977 | $47,576 | $39,850 (6 grants) |
| 2023 | $453,625 | $60,392 | $50,571 | $39,350 (7 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $703,222 | $616,953 | $453,625 |
| Revenue | $269,475 | $333,977 | $60,392 |
| Expenses | $58,506 | $47,576 | $50,571 |
| Qualifying Distributions | $50,750 | $39,850 | $39,350 |
| Net Investment Income | $121,873 | $173,051 | $601 |
| Distributable Amount | $35,242 | $26,540 | $24,242 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Steven A. Schwartz as president, treasurer, and director, and James C. Morris as vice president, secretary, and director.
Schwartz Morris Foundation is led by Steven A. Schwartz, President Treasurer D since 2021 (on filings since 2020); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Steven A. Schwartz
President Treasurer D
President, Treasurer & Director → President Treasurer D, 2021
On filings since 2020
No compensation reported
James C. Morris
Vice President Secr Director
Vice President, Secretary & Director → Vice President Secr Director, 2021
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: James Morris
Mailing address: 6008 Sarahcreek Court, Raleigh, NC 27607
Phone: (919) 280-0106
Email: smfoundationrequest@gmail.com
Frequently asked questions about Schwartz Morris Foundation
How much does Schwartz Morris Foundation give each year?
Schwartz Morris Foundation gave $51K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 6 grants.
What is Schwartz Morris Foundation's typical grant size?
Schwartz Morris Foundation's median grant in 2025 was $2,000, and its average grant was $3,904, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Schwartz Morris Foundation that year got $950 on average.
Where does Schwartz Morris Foundation give grants?
Schwartz Morris Foundation's top state is New York, with 49% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest state was North Carolina (45%). The most frequent recipient cities were Raleigh, NC (5 grants) and Durham, NC (2 grants).
Does Schwartz Morris Foundation give general operating support?
Not in 2025: none of the 13 grants with a stated purpose on Schwartz Morris Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Support Organization's Mission." (12 grants).
Who are Schwartz Morris Foundation's largest grantees?
Schwartz Morris Foundation's largest 2025 grantees include Skidmore College ($25,000), SPCA of Wake County ($7,000) and American Heart Association ($5,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.
How large is Schwartz Morris Foundation?
Schwartz Morris Foundation reported $703K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets).
What does Schwartz Morris Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations with varied missions. Skidmore College describes its mission as educating predominantly full-time undergraduates and preparing graduates to be informed, responsible citizens. See mission & focus areas ↑
How do I apply for a grant from Schwartz Morris Foundation?
The foundation’s 2025 filing says it does not restrict giving to preselected organizations and accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Schwartz Morris Foundation's EIN?
Schwartz Morris Foundation's EIN (Employer Identification Number) is 84-3849574. IRS Form 990 filing data is available on this page for 2020–2025.
Does Schwartz Morris Foundation accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Schwartz Morris Foundation by hand.
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