The North Carolina State Capitol in Raleigh behind a flowering crape myrtle
Foundation Lookup

Form 990-PFTax year 2025EIN 84-3849574

Schwartz Morris Foundation

A private foundation in Raleigh, NC. Its return for tax year 2025 lists 13 grants and $50,750 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
James Morris
6008 Sarahcreek Court
Raleigh, NC 27607
(919) 280-0106
[email protected]
Form and materials
List organization name and confirm charitable status. Provide mission statement, a brief, one paragraph description of the program the organization if seeking funds for and the amount of the grant request.
Deadlines
There are no formal deadlines.
Restrictions
There are no formal restrictions or limitations at this time.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $50,750

    Grants listed
    13
    Assets, end of year
    $703,222

  • Tax year 2024

    $39,850

    Grants listed
    6
    Assets, end of year
    $616,953

  • Tax year 2023

    $39,350

    Grants listed
    7
    Assets, end of year
    $453,625

  • Tax year 2022

    $60,350

    Grants listed
    13
    Assets, end of year
    $467,870

  • Tax year 2021

    $62,500

    Grants listed
    11
    Assets, end of year
    $508,156

  • Tax year 2020

    $38,000

    Grants listed
    13
    Assets, end of year
    $362,285

Grants paid in 2025

13 grants, largest first

As listed on the return.

  1. Skidmore CollegeSaratoga SPGS, NY

    Support current budget.

    $25,000
  2. SPCA of Wake CountyRaleigh, NC

    To support organization's mission.

    $7,000
  3. American Heart AssociationDallas, TX

    To support organization's mission.

    $5,000
  4. Food Bank of Centraleastern NCRaleigh, NC

    To support organization's mission.

    $2,000
  5. Casting CarolinasAsheville, NC

    To support organization's mission.

    $2,000
  6. Hope Center at Pullen ParkRaleigh, NC

    To support organization's mission.

    $2,000
  7. Oak City CaresRaleigh, NC

    To support organization's mission.

    $2,000
  8. Green Chair ProjectRaleigh, NC

    To support organization's mission.

    $2,000
  9. Tisch Brain Tumor CenterDurham, NC

    To support organization's mission.

    $1,000
  10. Immigrant Defender's Law CenterLos Angeles, CA

    To support organization's mission.

    $1,000
  11. Operation SmileVirginia BCH, VA

    To support organization's mission.

    $1,000
  12. Sandy Rollman Ovarian Cancer FDNArdmore, PA

    To support organization's mission.

    $500
  13. Challenge to Conquer CancerGreenville, SC

    To support organization's mission.

    $250

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $25,00055% of the total
  2. Animals1 grant $7,00015% of the total
  3. Health1 grant $5,00011% of the total
  4. Human services2 grants $4,0009% of the total
  5. Housing and shelter1 grant $2,0004% of the total
  6. Crime and legal aid1 grant $1,0002% of the total
  7. 2 other causes2 grants $1,2503% of the total

By State

Grants to organizations with a US address, latest year.

  1. New York1 grant $25,000
  2. North Carolina8 grants $23,000
  3. California1 grant $1,000
  4. Virginia1 grant $1,000
  5. Pennsylvania1 grant $500
  6. South Carolina1 grant $250

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Steven A SchwartzPRES TREAS D Hours 0Pay $0
  • James C MorrisVP SECR DIRE Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Louise Bowen Morris Charitable Trust FirstRaleigh, NC 2 grants Preselected only $50,823 giving
  2. Robert T & Suellen Monk Family FoundationRaleigh, NC 8 grants Preselected only $50,000 giving
  3. Kamphaus Ehrhardt FoundationRaleigh, NC 4 grants Preselected only $47,000 giving
  4. Spivey Scholarship Trust First Citizens BankRaleigh, NC 3 grants Accepts applications $45,986 giving
  5. Chief John Alfred Tahquette EducationalRaleigh, NC 7 grants Preselected only $41,000 giving