Ellen Philips Schwarzman Katz Foundation

Foundation · Grantmaker New York, NY EIN: 13-3925902

Ellen Philips Schwarzman Katz Foundation is a private foundation focused on Employment, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $983 in total assets. In 2025, it awarded 13 grants totaling $34K.

Key facts about Ellen Philips Schwarzman Katz Foundation

EIN: 13-3925902
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $34,137
Grants made (2025): 13
Average grant: $2,626
Median grant: $1,500
New grantees (estimate): 77% first-time grantees (10 of 13, 2025)
Total assets: $983
Primary geography: Arizona (70% of itemized 2025 grant dollars)

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

Who Ellen Philips Schwarzman Katz Foundation funds

By grant dollars, the top recipient states for Ellen Philips Schwarzman Katz Foundation's 13 itemized 2025 grants were Arizona (70%), 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). None of its 13 grants with a stated purpose were described as general or operating support. Recurring purposes include "Social Benefits" (8 grants) and "Social Support" (3 grants).

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

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Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$983

-97.3% YoY

Annual Giving

$34K

-21.4% YoY

Grant Count

+85.7% YoY

Avg Grant Size

$3K

-57.7% YoY

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.

About Ellen Philips Schwarzman Katz Foundation

Based on IRS filings

Focus Areas

Employment

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $24K (70%)

New York $5K (14%)

Illinois $4K (11%)

California $2K (5%)

Share of all 13 itemized 2025 grant dollars.

States

Arizona California District of Columbia Illinois Massachusetts New York

Cities

PhoenixNew YorkDeerfieldCarefreeCave CreekChandlerEvanstonScottsdaleStony BrookBridgehamptonBrooklynEast HamptonElmsfordLos AngelesRockville CenterTempeWashingtonWater Mill

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$983	$36,009	$13,059
Revenue	$19	$66,545	$12,125
Expenses	$35,045	$43,595	$6,125
Qualifying Distributions	$34,137	$43,450	$6,125
Net Investment Income	—	$64,694	$10,397
Distributable Amount	$617	$235	$331

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2025

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Grant Size Distribution

38 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest recipients include Literary Society of the Southwest ($15,500), Block Museum of Art- North Western ($3,910), Sandra O'Connor Institute ($3,000).

Recipient	Purpose	Amount
LITERARY SOCIETY OF THE SOUTHWEST Chandler, AZ	SOCIAL BENEFITS	$15,500
BLOCK MUSEUM OF ART- NORTH WESTERN Evanston, IL	SOCIAL BENEFITS	$3,910
SANDRA O'CONNOR INSTITUTE Phoenix, AZ	CIVICS EDUCATION	$3,000
92ND ST Y New York, NY	SOCIAL BENEFITS	$2,500
VALLEYWISE HEALTH FOUNDATION Phoenix, AZ	SOCIAL SUPPORT	$2,000
VISION TO LEARN Los Angeles, CA	SOCIAL BENEFITS	$1,600
SOUTHWEST WILDLIFE Scottsdale, AZ	SOCIAL BENEFITS	$1,500
TEMPLE EMANUEL New York, NY	RELIGIOUS	$1,000
ESTANCIA FOUNDATION Scottsdale, AZ	SOCIAL SUPPORT	$1,000
DESERT BOTANICAL GARDEN Phoenix, AZ	SOCIAL BENEFITS	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2025 IRS filing

Name	Title	Hours	Compensation
Ellen Katz	President	—	—
Elizabeth B Schwarzman Right	Secretary	—	—
Howard Katz	Treasurer	—	—

Subject Areas

Focus areas based on grantmaking activity

Employment

Frequently Asked Questions

What is Ellen Philips Schwarzman Katz Foundation?

Ellen Philips Schwarzman Katz Foundation is a private foundation focused on Employment, based in New York, NY. It holds $983 in total assets as of 2025.

How large is Ellen Philips Schwarzman Katz Foundation?

As of 2025, Ellen Philips Schwarzman Katz Foundation holds $983 in total assets with $19 in annual revenue. It awarded 13 grants totaling $34K in 2025.

Where does Ellen Philips Schwarzman Katz Foundation operate?

Ellen Philips Schwarzman Katz Foundation has awarded grants in Arizona, California, District of Columbia, Illinois, Massachusetts, New York.

What size grants does Ellen Philips Schwarzman Katz Foundation award?

In 2025, Ellen Philips Schwarzman Katz Foundation awarded 13 grants totaling $34K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Ellen Philips Schwarzman Katz Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ellen Philips Schwarzman Katz Foundation reported a distributable amount of $617 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.