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.
Schwartz Morris Foundation at a glance
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.
- Annual giving (2025)
- $50,750
- +27.4% vs 2024
- Grants made (2025)
- 13
- +116.7% vs 2024
- Average grant
- $3,904
- -41.2% vs 2024
- Median grant
- $2,000
- Total assets
- $703,222
- +14.0% vs 2024
- New grantees (estimate)
- 38% first-time grantees (5 of 13, 2025; small sample)
- Primary geography
- New York (49% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Schwartz Morris Foundation
- 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. Contact James Morris with the organization’s name and confirmation of its charitable status, mission statement, a brief one-paragraph description of the program for which funds are sought, and the requested grant amount. The filing states there are no formal restrictions or limitations at this time.
- Review Cycle
- The filing states there are no formal deadlines.
- Deadline
- The filing states there are no formal deadlines.
- Contact
Application contact: James Morris
Mailing address: 6008 Sarahcreek Court, Raleigh, NC 27607
Phone: (919) 280-0106
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Schwartz Morris Foundation funds
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%).
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
Is Schwartz Morris Foundation open to new grantees?
38%
first-time grantees, 2025
In 2025, 5 of 13 grantees (38%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. 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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Schwartz Morris Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $703,222 | $269,475 | $58,506 | $50,750 | 13 | $50,750 | $121,873 | $35,242 |
| 2024 | $616,953 | $333,977 | $47,576 | $39,850 | 6 | $39,850 | $173,051 | $26,540 |
| 2023 | $453,625 | $60,392 | $50,571 | $39,350 | 7 | $39,350 | $601 | $24,242 |
| 2022 | $467,870 | $28,406 | $68,693 | $60,350 | 13 | $60,850 | $20,875 | $25,441 |
| 2021 | $508,156 | $216,041 | $70,170 | $62,500 | 11 | $63,400 | $165,470 | $19,461 |
| 2020 | $362,285 | $90,127 | $48,287 | $38,000 | 13 | — | $279,217 | $12,400 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
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.
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.
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
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)
Live grants for the work Schwartz Morris Foundation funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Schwartz Morris Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Triangle Community Foundation Inc
Durham, NC
The foundation supports nonprofits in cultural arts, education and youth, nonprofit capacity building, and sustainable communities, with grants also benefiting fields such as health, conservation, and human services. Its 2025 grants had a median of $20,000 and ranged from about $5,000 to $1.39 million; it primarily serves Durham, Orange, Wake, and Chatham Counties in North Carolina. It accepts applications for competitive discretionary programs during open grant cycles; donor-advised fund grants are also made.
Assets
$335.8M
Grants
599
Total Given
$26.7M
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
North Carolina Community Foundation Inc
Raleigh, NC
The North Carolina Community Foundation supports charitable organizations and community programs in areas such as human services, education, youth development, health, food and nutrition, and the arts. Its typical grant was $15,000 in 2025; it serves communities statewide, with an emphasis on rural North Carolina, and accepts applications through specific affiliate, giving-circle, and other grant programs.
Assets
$569.1M
Grants
732
Total Given
$30.6M
Bell Schaefer Family Foundation
Raleigh, NC
The Bell Schaefer Family Foundation supports organizations in health, arts and culture, community services, and education-related areas, primarily in North Carolina. In 2025, it made 60 grants ranging from $50 to $112,000, with a median grant of $1,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$7.0M
Grants
60
Total Given
$319K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
United Way of the Greater Triangle Inc
Durham, NC
United Way of the Greater Triangle funds locally driven efforts addressing poverty and economic mobility, including housing stability, food access, health, education, and workforce needs, primarily in Durham, Wake, Orange, and Johnston counties. In 2025, its 97 grants ranged from $5,510 to $427,548, with a median of $25,051; it also offers a specific Neighbors Helping Neighbors fund for eligible residents and nonprofits. The profile does not state whether it accepts unsolicited grant requests generally.
Assets
$2.2M
Grants
97
Total Given
$4.2M
More similar funders
More Funders in North Carolina
Cite this profile
Grantable. (2026). Schwartz Morris Foundation funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/schwartz-morris-foundation-morg_e07ef37f25c24aceaa67ef5927d62d6c
BibTeX
@misc{grantable_843849574_2026,
author = {{Grantable}},
title = {{Schwartz Morris Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/schwartz-morris-foundation-morg_e07ef37f25c24aceaa67ef5927d62d6c},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Schwartz Morris Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Schwartz Morris Foundation down — hundreds of funders to go?