Irving & Toby Schwartz Charitable Trust
Irving & Toby Schwartz Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $427K in total assets. In 2025, it awarded 3 grants totaling $60K. Net investment income was $51K.
Irving & Toby Schwartz Charitable Trust at a glance
In short: Irving & Toby Schwartz Charitable Trust gave $60K across 3 grants in 2025 (avg $20K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $60,000
- -40.0% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $20,000
- -20.0% vs 2024
- Median grant
- $20,000
- Total assets
- $427,267
- -4.0% vs 2024
- Primary geography
- Maine (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Irving & Toby Schwartz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was New Israel Fund ($30K). Together the top 3 received $60K.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
Cities
How Irving & Toby Schwartz Charitable Trust gives
- Giving grew 33% from 2022 to 2025. Method
- In 2025 it paid out 230% 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 2025, annual grant giving ranged from $45K (2020) to $100K (2024). In 2025 it made 3 grants totaling $60K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Israel Fund Lewiston, ME | General Support | $30,000 |
| PEF Israel Endowment Funds Inc New York, NY | General Support | $20,000 |
| American Friends of Sami Shamoon College of Engineering Secaucus, NJ | General Support | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $427,267 | $53,458 | $70,882 | $60,000 | 3 | $65,004 | $51,480 | $28,220 |
| 2024 | $444,881 | $151,988 | $107,486 | $100,000 | 4 | $105,103 | $149,855 | $28,215 |
| 2023 | $400,226 | $40,953 | $66,788 | $60,000 | 3 | $64,311 | $38,476 | $28,515 |
| 2022 | $425,569 | $-9,841 | $54,458 | $45,000 | 3 | $49,947 | $5,546 | $40,285 |
| 2021 | $480,360 | $63,997 | $53,939 | $45,000 | 4 | $50,335 | $59,699 | $33,771 |
| 2020 | $470,179 | $28,294 | $52,989 | $45,000 | 3 | — | $25,217 | $30,208 |
Under IRS private-foundation payout rules, Irving & Toby Schwartz Charitable Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Irving & Toby Schwartz Charitable Trust's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Jay D. Rosenbaum
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $4K (2025)
Harry Schwartz
Trustee
On filings since 2020
1 hr/week
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Jay D Rosenbaum (Trustee).
Frequently asked questions about Irving & Toby Schwartz Charitable Trust
How much does Irving & Toby Schwartz Charitable Trust give each year?
Irving & Toby Schwartz Charitable Trust gave $60K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 4 grants.
What is Irving & Toby Schwartz Charitable Trust's typical grant size?
Irving & Toby Schwartz Charitable Trust's median grant in 2025 was $20,000, and its average grant was $20,000, across 3 grants on its 2025 IRS Form 990-PF.
Where does Irving & Toby Schwartz Charitable Trust give grants?
Irving & Toby Schwartz Charitable Trust gives mostly in Maine: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (33%) and New Jersey (17%).
Does Irving & Toby Schwartz Charitable Trust give general operating support?
Yes: 100% of Irving & Toby Schwartz Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Irving & Toby Schwartz Charitable Trust?
Irving & Toby Schwartz Charitable Trust reported $427K in total assets on its 2025 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What is Irving & Toby Schwartz Charitable Trust's EIN?
Irving & Toby Schwartz Charitable Trust's EIN (Employer Identification Number) is 26-6196825. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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