Bernard & Irene Schwartz Foundation

NEW YORK, NY EIN: 13-3099518

Bernard & Irene Schwartz Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $201K in total assets. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$201K

+60.7% YoY

Revenue

$6K

-98.6% YoY

Net Investment Income

$6K

+608.7% YoY

Expenses

-100.0% YoY

Under IRS private-foundation payout rules, Bernard & Irene Schwartz Foundation reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.

About Bernard & Irene Schwartz Foundation

Based on IRS filings

Bernard & Irene Schwartz Foundation is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $201K in total assets. Net investment income was $6K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$110K$220K$331K$441K20202021202220232024
Metric202420232022
Total Assets$200,524$124,748$123,983
Revenue$5,776$400,815$102
Expenses$400,050$7,645
Qualifying Distributions$400,050$7,550
Net Investment Income$5,776$815$7
Distributable Amount$9,992$6,484$6,493

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grants20201 grants20211 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

2<$50K1$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RONALD KISNERPRESIDENT2
KAREN SCHWARTZ PADDOCKCO-CHAIRMAN OF THE BOARD2
FRANCESCA SCHWARTZCO-CHAIRMAN OF THE BOARD2
JEFFREY HACKSECRETARY & TREASURER2

Frequently Asked Questions

How large is Bernard & Irene Schwartz Foundation?

As of 2024, Bernard & Irene Schwartz Foundation holds $201K in total assets with $6K in annual revenue.

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 2024, Bernard & Irene Schwartz Foundation reported a distributable amount of $10K 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 2020–2024.

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

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