Henry G Schwartz Jr & Sally D Schwartz 2010

Foundation · Grantmaker CLAYTON, MO EIN: 27-3230559

Henry G Schwartz Jr & Sally D Schwartz 2010 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $805K in total assets. In 2025, it awarded 1 grants totaling $38K. Net investment income was $249K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$805K

+34.7% YoY

Annual Giving

$38K

+7.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$38K

+7.0% YoY

Under IRS private-foundation payout rules, Henry G Schwartz Jr & Sally D Schwartz 2010 reported a distributable amount of $40K for 2025 — the minimum it must pay out in qualifying distributions.

About Henry G Schwartz Jr & Sally D Schwartz 2010

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $184K (100%)

States

Missouri

Cities

Clayton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$804,563	$597,420	$594,473
Revenue	$260,497	$50,350	$29,145
Expenses	$53,354	$47,351	$45,354
Qualifying Distributions	$40,970	$37,916	$35,245
Net Investment Income	$248,829	$40,915	$19,772
Distributable Amount	$39,693	$34,771	$36,621

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 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include See Statement B ($38,100).

Recipient	Purpose	Amount
SEE STATEMENT B CLAYTON, MO	GENERAL PURPOSE	$38,100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
HENRY G SCHWARTZ JR	CO-TRUSTEE	10	—
SALLY D SCHWARTZ	CO-TRUSTEE	10	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Henry G Schwartz Jr & Sally D Schwartz 2010?

Henry G Schwartz Jr & Sally D Schwartz 2010 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. It holds $805K in total assets as of 2025.

How large is Henry G Schwartz Jr & Sally D Schwartz 2010?

As of 2025, Henry G Schwartz Jr & Sally D Schwartz 2010 holds $805K in total assets with $260K in annual revenue. It awarded 1 grants totaling $38K in 2025.

Where does Henry G Schwartz Jr & Sally D Schwartz 2010 operate?

Henry G Schwartz Jr & Sally D Schwartz 2010 has awarded grants in Missouri.

What size grants does Henry G Schwartz Jr & Sally D Schwartz 2010 award?

In 2025, Henry G Schwartz Jr & Sally D Schwartz 2010 awarded 1 grants totaling $38K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is Henry G Schwartz Jr & Sally D Schwartz 2010 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Henry G Schwartz Jr & Sally D Schwartz 2010 reported a distributable amount of $40K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Henry G Schwartz Jr & Sally D Schwartz 2010's EIN?

Henry G Schwartz Jr & Sally D Schwartz 2010's EIN (Employer Identification Number) is 27-3230559. IRS Form 990 filing data is available on this page for 2020–2025.