Ellen Philips Schwarzman Katz Foundation

Private foundation · Grantmaker New York, NY EIN: 13-3925902

The Ellen Philips Schwarzman Katz Foundation is a private foundation based in New York, New York. It supports other organizations exempt under Section 501(c)(3) of the Internal Revenue Code through contributions and states that it does not conduct direct charitable activities.

Ellen Philips Schwarzman Katz Foundation at a glance

In short: Ellen Philips Schwarzman Katz Foundation gave $34K across 13 grants in 2025 (avg $3K), mostly in Arizona. 77% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$34,137
-21.4% vs 2024
Grants made (2025)
13
+85.7% vs 2024
Average grant
$2,626
-57.7% vs 2024
Median grant
$1,500
Total assets
$983
-97.3% vs 2024
New grantees (estimate)
77% first-time grantees (10 of 13, 2025; small sample)
Primary geography
Arizona (70% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Ellen Philips Schwarzman Katz Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.

Contact

Mailing address: Reitman Belkin 420 Lexington Av 626, New York, NY 10170
Phone: (212) 599-0410

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Ellen Philips Schwarzman Katz Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Literary Society of the Southwest: $16KLiterary Society of theSouthwest$16KBlock Museum of Art- North Western: $4KBlock Museum of Art- NorthWestern$4KSandra O'Connor Institute: $3KSandra O'Connor Institute$3K92ND St Y: $3K92ND St Y$3KValleywise Health Foundation: $2KValleywise Health Foundation$2KVision to Learn: $2KVision to Learn$2KSouthwest Wildlife: $2KSouthwest Wildlife$2KTemple Emanuel: $1KTemple Emanuel$1KEstancia Foundation: $1KEstancia Foundation$1KDesert Botanical Garden: $1KDesert Botanical Garden$1K

The largest 2025 recipient was Literary Society of the Southwest ($16K). Together the top 10 received $33K.

Grant Size Distribution

38 grants across all recorded years

38<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 38 grants of 38 (100%).

Geographic Focus

Where this funder awards grants

In 2025, grant dollars were distributed among recipients in Arizona (70%), New York (14%), Illinois (11%), and California (5%).

Grant Distribution by State

6states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

PhoenixNew YorkDeerfieldCarefreeCave CreekChandlerEvanstonScottsdaleStony BrookBridgehamptonBrooklynEast HamptonElmsfordLos AngelesRockville CenterTempeWashingtonWater Mill

Is Ellen Philips Schwarzman Katz Foundation open to new grantees?

77%

first-time grantees, 2025

In 2025, 10 of 13 grantees (77%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $2K; repeat grants $6K. How we count

Medians: $2K first-time, $1K repeat.

  • 15% of 2025 grantees were also funded in 2024. Method
  • Giving grew 163% from 2022 to 2025. Method
  • In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K15 grants2020 8 grants2021 4 grants2022 6 grants2023 7 grants2024 13 grants2025

From 2020 to 2025, annual grant giving ranged from $6K (2023) to $65K (2020). In 2025 it made 13 grants totaling $34K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Literary Society of the Southwest Chandler, AZSocial Benefits$15,500
Block Museum of Art- North Western Evanston, ILSocial Benefits$3,910
Sandra O'Connor Institute Phoenix, AZCivics Education$3,000
92ND St Y New York, NYSocial Benefits$2,500
Valleywise Health Foundation Phoenix, AZSocial Support$2,000
Vision to Learn Los Angeles, CASocial Benefits$1,600
Southwest Wildlife Scottsdale, AZSocial Benefits$1,500
Temple Emanuel New York, NYReligious$1,000
Estancia Foundation Scottsdale, AZSocial Support$1,000
Desert Botanical Garden Phoenix, AZSocial Benefits$1,000
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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
2025$983$19$35,045$34,13713$34,137—$617
2024$36,009$66,545$43,595$43,4507$43,450$64,694$235
2023$13,059$12,125$6,125$6,1006$6,125$10,397$331
2022$7,059$1$13,025$13,0004$13,025$1—
2021$20,083$2$22,041$20,1858—$2—
2020$42,122$50,164$65,348$65,34815—$26—

Under IRS private-foundation payout rules, Ellen Philips Schwarzman Katz Foundation reported a distributable amount of $617 for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation does not state a separate mission in the available filing information. Its 2025 grants included support described as social benefits, social support, civics education, and religious purposes.

Among its 2025 grantees, Valleywise Health Foundation says it provides financial support for critical patient and program needs at Arizona’s public teaching health system, including burn survivor care, behavioral health programs, and health-care workforce education. Vision To Learn says it provides free eye exams and glasses to students and low-income communities. Desert Botanical Garden says it advances education, research, exhibition, and conservation of desert plants, with an emphasis on the Sonoran Desert.

Grantmaking

In 2025, the foundation reported 13 grants totaling $34,137. Grants ranged from $225 to $15,500, with a median grant of $1,500. Its largest reported grants included $15,500 to the Literary Society of the Southwest, $3,910 to the Block Museum of Art–Northwestern, $3,000 to the Sandra O’Connor Institute, and $2,500 to 92nd St Y.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Ellen Katz as President, Elizabeth B Schwarzman Right as Secretary, and Howard Katz as Treasurer.

Ellen Philips Schwarzman Katz Foundation is led by Ellen Katz, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Ellen Katz

    President

    On filings since 2020

    No compensation reported

  • Elizabeth B. Schwarzman Right

    Secretary

    On filings since 2020

    No compensation reported

  • Howard Katz

    Treasurer

    On filings since 2020

    No compensation reported

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 Ellen Philips Schwarzman Katz Foundation

How much does Ellen Philips Schwarzman Katz Foundation give each year?

Ellen Philips Schwarzman Katz Foundation gave $34K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $43K across 7 grants.

What is Ellen Philips Schwarzman Katz Foundation's typical grant size?

Ellen Philips Schwarzman Katz Foundation's median grant in 2025 was $1,500, and its average grant was $2,626, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Ellen Philips Schwarzman Katz Foundation that year got $2K on average.

Where does Ellen Philips Schwarzman Katz Foundation give grants?

Ellen Philips Schwarzman Katz Foundation gives mostly in Arizona: 70% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (14%) and Illinois (11%). The most frequent recipient cities were New York, NY (4 grants), Phoenix, AZ (3 grants) and Scottsdale, AZ (2 grants).

Does Ellen Philips Schwarzman Katz Foundation give general operating support?

Not in 2025: none of the 13 grants with a stated purpose on Ellen Philips Schwarzman Katz Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Social Benefits" (8 grants) and "Social Support" (3 grants).

Who are Ellen Philips Schwarzman Katz Foundation's largest grantees?

Ellen Philips Schwarzman Katz Foundation's largest 2025 grantees include Literary Society of the Southwest ($15,500), Block Museum of Art- North Western ($3,910) and Sandra O'Connor Institute ($3,000), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.

How large is Ellen Philips Schwarzman Katz Foundation?

Ellen Philips Schwarzman Katz Foundation reported $983 in total assets on its 2025 IRS Form 990-PF. It paid out $34K in qualifying distributions that year, against a required minimum of $617 (roughly 5% of its investment assets).

What does Ellen Philips Schwarzman Katz Foundation fund?

The foundation does not state a separate mission in the available filing information. Its 2025 grants included support described as social benefits, social support, civics education, and religious purposes. See mission & focus areas ↑

How do I apply for a grant from Ellen Philips Schwarzman Katz Foundation?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Ellen Philips Schwarzman Katz Foundation's EIN?

Ellen Philips Schwarzman Katz Foundation's EIN (Employer Identification Number) is 13-3925902. IRS Form 990 filing data is available on this page for 2020–2025.

Does Ellen Philips Schwarzman Katz Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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

Figures come from Ellen Philips Schwarzman Katz 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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