Drew and Donna Schwartz Family Foundatio

MATTHEWS, NC EIN: 47-3661567

Drew and Donna Schwartz Family Foundatio is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MATTHEWS, NC. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $316K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$316K

+170.1% YoY

Grant Count

5

-66.7% YoY

Avg Grant Size

$63K

+710.2% YoY

About Drew and Donna Schwartz Family Foundatio

Based on IRS filings

Drew and Donna Schwartz Family Foundatio is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MATTHEWS, NC. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $316K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AshevilleBOONEBooneCHARLOTTECOLUMBIACONCORDCharlotteColumbiaHOUSTONMMonroeMONROESTATEN ISLANDStaten IslandWAXHAWWaxhaw

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$79K$158K$237K$316K5 grants202010 grants202110 grants202215 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

ATRIUM HEALTH FOUNDATION$115KCONGAREE FOUNDATION$100KCHARLOTTE CHRISTION SCHOL$75KALZEIMERS ASSOCIATION$25KCLT FOUNDATION$1K

Grant Size Distribution

45 grants across all recorded years

41<$50K2$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Atrium Health Foundation ($115,000), Congaree Foundation ($100,000), Charlotte Christion Schol ($75,000).

RecipientPurposeAmount
ATRIUM HEALTH FOUNDATION CHARLOTTE, NCMEDICAL$115,000
CONGAREE FOUNDATION HOUSTON, TXCOMMUNITY OUTREACH$100,000
CHARLOTTE CHRISTION SCHOL CHARLOTTE, NCEDUCATIONAL$75,000
ALZEIMERS ASSOCIATION CHARLOTTE, NCMEDICAL$25,000
CLT FOUNDATION CHARLOTTE, NCEDUCATIONAL$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STEVEN DREW SCHWARTZPRESIDENT
DONNA C SCHWARTZVICE PRESIDENT
JESSICA SCHWARTZDIRECTOR
KELLY SUPERAKDIRECTOR

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Drew and Donna Schwartz Family Foundatio?

Drew and Donna Schwartz Family Foundatio is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in MATTHEWS, NC. It holds — in total assets as of 2024.

Where does Drew and Donna Schwartz Family Foundatio operate?

Drew and Donna Schwartz Family Foundatio has awarded grants in North Carolina, New York, South Carolina, Texas.

What size grants does Drew and Donna Schwartz Family Foundatio award?

In 2024, Drew and Donna Schwartz Family Foundatio awarded 5 grants totaling $316K — an average of about $63K per grant, based on its IRS Form 990 filings.

What is Drew and Donna Schwartz Family Foundatio's EIN?

Drew and Donna Schwartz Family Foundatio's EIN (Employer Identification Number) is 47-3661567. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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