Drew and Donna Schwartz Family Foundatio
Drew and Donna Schwartz Family Foundatio is a private foundation, based in Matthews, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $884K in total assets. In 2024, it awarded 5 grants totaling $316K. Net investment income was $87K.
Drew and Donna Schwartz Family Foundatio at a glance
In short: Drew and Donna Schwartz Family Foundatio gave $316K across 5 grants in 2024 (avg $63K), mostly in North Carolina. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $316,000
- +170.1% vs 2023
- Grants made (2024)
- 5
- -66.7% vs 2023
- Average grant
- $63,200
- +710.2% vs 2023
- Median grant
- $75,000
- Total assets
- $884,310
- -10.9% vs 2023
- Primary geography
- North Carolina (68% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Drew and Donna Schwartz Family Foundatio funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Atrium Health Foundation ($115K). Together the top 5 received $316K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 41 grants of 45 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
Cities
How Drew and Donna Schwartz Family Foundatio gives
- Giving grew 375% from 2021 to 2024. Method
- In 2024 it paid out 754% of 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 2024, annual grant giving ranged from $51K (2020) to $316K (2024). In 2024 it made 5 grants totaling $316K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Atrium Health Foundation Charlotte, NC | Medical | $115,000 |
| Congaree Foundation Houston, TX | Community Outreach | $100,000 |
| Charlotte Christion Schol Charlotte, NC | Educational | $75,000 |
| Alzeimers Association Charlotte, NC | Medical | $25,000 |
| CLT Foundation Charlotte, NC | Educational | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $884,310 | $193,230 | $347,927 | $316,000 | 5 | $316,000 | $86,632 | $41,891 |
| 2023 | $992,784 | $33,678 | $124,880 | $117,010 | 15 | $117,010 | $27,897 | $47,828 |
| 2022 | $965,229 | $151,349 | $112,971 | $104,800 | 10 | $104,800 | $144,525 | $54,787 |
| 2021 | $1,341,220 | $437,019 | $73,937 | $66,500 | 10 | $66,500 | $123,806 | $56,110 |
| 2020 | $858,521 | $53,121 | $59,147 | $50,600 | 5 | — | $44,741 | $47,920 |
Under IRS private-foundation payout rules, Drew and Donna Schwartz Family Foundatio reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Drew and Donna Schwartz Family Foundatio is led by Steven Drew Schwartz, President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Steven Drew Schwartz
President
On filings since 2020
No compensation reported
Jessica Schwartz
Director
On filings since 2020
No compensation reported
Kelly Superak
Director
On filings since 2020
No compensation reported
Donna C. Schwartz
Vice President
On filings since 2020
No compensation reported
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 Drew and Donna Schwartz Family Foundatio
How much does Drew and Donna Schwartz Family Foundatio give each year?
Drew and Donna Schwartz Family Foundatio gave $316K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $117K across 15 grants.
What is Drew and Donna Schwartz Family Foundatio's typical grant size?
Drew and Donna Schwartz Family Foundatio's median grant in 2024 was $75,000, and its average grant was $63,200, across 5 grants on its 2024 IRS Form 990-PF.
Where does Drew and Donna Schwartz Family Foundatio give grants?
Drew and Donna Schwartz Family Foundatio gives mostly in North Carolina: 68% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Texas (32%). The most frequent recipient cities were Charlotte, NC (4 grants).
Does Drew and Donna Schwartz Family Foundatio give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on Drew and Donna Schwartz Family Foundatio's 2024 IRS Form 990-PF were described as general or operating support.
Who are Drew and Donna Schwartz Family Foundatio's largest grantees?
Drew and Donna Schwartz Family Foundatio's largest 2024 grantees include Atrium Health Foundation ($115,000), Congaree Foundation ($100,000) and Charlotte Christion Schol ($75,000), according to its 2024 IRS Form 990-PF. Together they received 92% of its itemized 2024 grant dollars.
How large is Drew and Donna Schwartz Family Foundatio?
Drew and Donna Schwartz Family Foundatio reported $884K in total assets on its 2024 IRS Form 990-PF. It paid out $316K in qualifying distributions that year, against a required minimum of $42K (roughly 5% of its investment assets).
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.
Data last updated October 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 May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 7, 2025)
- IRS filings on file for fiscal years 2020–2024
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