Alan & Roslyn Schwartz Foundation

Private foundation · Grantmaker Chicago, IL EIN: 36-6105420

Alan & Roslyn Schwartz Foundation is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $212K. Net investment income was $20K.

Alan & Roslyn Schwartz Foundation at a glance

In short: Alan & Roslyn Schwartz Foundation gave $212K across 1 grant in 2024 (avg $212K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$211,839
+4136.8% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$211,839
+4136.8% vs 2023
Median grant
$211,839
Primary geography
Pennsylvania (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Alan & Roslyn Schwartz Foundation funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

National Philanthropic Trust: $212KNational Philanthropic Trust$212K

The largest 2024 recipient was National Philanthropic Trust ($212K).

Grant Size Distribution

7 grants across all recorded years

6<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 7 (86%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of the 2024 grant dollars on its one itemized grant.

Cities

ChicagoJenkintownVernon Hills

How Alan & Roslyn Schwartz Foundation gives

  • Giving grew 8374% from 2021 to 2024. Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K3 grants2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $3K (2021) to $212K (2024). In 2024 it made 1 grant totaling $212K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
National Philanthropic Trust Jenkintown, PAGeneral Charitable Purposes (Schwartz Family Foundation Donor-Advised Fund)$211,839
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024—$22,412$216,806$211,8391$214,104$19,710$5,223
2023$194,593$6,214$9,970$5,0001$7,140$3,384$9,271
2022$198,349$8,296$7,928$2,5001$4,740$5,108$9,681
2021$197,981$34,494$7,955$2,5001$4,640$31,279$10,412
2020$171,442$6,052$17,251$12,5003—$3,347$9,314

Under IRS private-foundation payout rules, Alan & Roslyn Schwartz Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Alan & Roslyn Schwartz Foundation is led by Steven L. Schwartz, President since 2023 (on filings since 2022); none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Steven L. Schwartz

    President

    Vice President → President, 2023

    On filings since 2022

    1 hr/week

    No compensation reported

  • Elizabeth S. Brint

    Vice President & Treasurer

    On filings since 2023

    1 hr/week

    No compensation reported

  • Sally R. Schwartz

    Vice President & Secretary

    On filings since 2023

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Alan G. Schwartz (2020–2022) — President · Filing note: Deceased
  • Former: Roslyn Schwartz (2020–2022) — Secretary & Treasurer

Data from IRS Form 990 filings, 2020–2024. "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 Alan & Roslyn Schwartz Foundation

How much does Alan & Roslyn Schwartz Foundation give each year?

Alan & Roslyn Schwartz Foundation gave $212K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5K across 1 grant.

Where does Alan & Roslyn Schwartz Foundation operate?

Alan & Roslyn Schwartz Foundation has awarded grants in Illinois, New York, Pennsylvania.

How much is Alan & Roslyn Schwartz Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alan & Roslyn Schwartz Foundation reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alan & Roslyn Schwartz Foundation's EIN?

Alan & Roslyn Schwartz Foundation's EIN (Employer Identification Number) is 36-6105420. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Alan & Roslyn Schwartz 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.

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