Bernard & Irene Schwartz Foundation
Bernard & Irene Schwartz Foundation is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $130K. Net investment income was $111.
Bernard & Irene Schwartz Foundation at a glance
In short: Bernard & Irene Schwartz Foundation gave $130K across 1 grant in 2025 (avg $130K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $130,000
- Grants made (2025)
- 1
- Average grant
- $130,000
- Median grant
- $130,000
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bernard & Irene Schwartz Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was NYU Langone Health ($130K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 2 grants of 4 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Bernard & Irene Schwartz Foundation gives
- Giving grew 1633% from 2022 to 2025. Method
- In 2025 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
From 2020 to 2025, annual grant giving ranged from $8K (2022) to $400K (2023). In 2025 it made 1 grant totaling $130K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NYU Langone Health New York City, NY | To Help Org. in Its Exempt Function | $130,000 |
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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 | — | $6,119 | $136,643 | $130,000 | 1 | $130,635 | $111 | $6,828 |
| 2024 | $200,524 | $5,776 | — | — | — | — | $5,776 | $9,992 |
| 2023 | $124,748 | $400,815 | $400,050 | $400,000 | 1 | $400,050 | $815 | $6,484 |
| 2022 | $123,983 | $102 | $7,645 | $7,500 | 1 | $7,550 | $7 | $6,493 |
| 2021 | $131,526 | $99,346 | $13,175 | $13,000 | 1 | — | — | $5,864 |
| 2020 | $45,355 | $82,632 | $50,050 | $50,000 | 1 | — | — | $1,806 |
Under IRS private-foundation payout rules, Bernard & Irene Schwartz Foundation reported a distributable amount of $7K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard & Irene Schwartz Foundation is led by Ronald Kisner, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ronald Kisner
President
On filings since 2020
1 hr/week
No compensation reported
Francesca Schwartz
Co-Chairman of the Board
On filings since 2020
1 hr/week
No compensation reported
Karen Schwartz Paddock
Co-Chairman of the Board
On filings since 2020
1 hr/week
No compensation reported
Jeffrey Hack
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Loretta A Ippolito (2020) — Director
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 Bernard & Irene Schwartz Foundation
How much does Bernard & Irene Schwartz Foundation give each year?
Bernard & Irene Schwartz Foundation gave $130K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
Where does Bernard & Irene Schwartz Foundation operate?
Bernard & Irene Schwartz Foundation has awarded grants in New York.
How much is Bernard & Irene Schwartz Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bernard & Irene Schwartz Foundation reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard & Irene Schwartz Foundation's EIN?
Bernard & Irene Schwartz Foundation's EIN (Employer Identification Number) is 13-3099518. IRS Form 990 filing data is available on this page for 2020–2025.
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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 4, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 29, 2026)
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