Harry Joseph & David Schwartz

RIDGEWOOD, NJ EIN: 05-6009127

Harry Joseph & David Schwartz is a private foundation, based in RIDGEWOOD, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $259K in total assets. In 2024, it awarded 1 grants totaling $34K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$259K

-9.7% YoY

Annual Giving

$34K

+38.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$34K

+38.1% YoY

Under IRS private-foundation payout rules, Harry Joseph & David Schwartz reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Harry Joseph & David Schwartz

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $108K (100%)

States

New York

Cities

CedarhurstSuffern

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$258,909	$286,622	$280,059
Revenue	$9,573	$34,114	$30,329
Expenses	$37,286	$27,551	$23,544
Qualifying Distributions	$33,534	$24,278	$20,278
Net Investment Income	$3,709	$6,507	$3,655
Distributable Amount	$21,060	$19,457	$20,520

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Attached Schedule ($33,534).

Recipient	Purpose	Amount
SEE ATTACHED SCHEDULE CEDARHURST, NY	TO HELP THE CHARITABLE ORGANIZATION	$33,534

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID G SCHWARTZ	TRUSTEE	—	—

Frequently Asked Questions

How large is Harry Joseph & David Schwartz?

As of 2024, Harry Joseph & David Schwartz holds $259K in total assets with $10K in annual revenue. It awarded 1 grants totaling $34K in 2024.

Where does Harry Joseph & David Schwartz operate?

Harry Joseph & David Schwartz has awarded grants in New York.

What size grants does Harry Joseph & David Schwartz award?

In 2024, Harry Joseph & David Schwartz awarded 1 grants totaling $34K — an average of about $34K per grant, based on its IRS Form 990 filings.

How much is Harry Joseph & David Schwartz required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harry Joseph & David Schwartz reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.