Irving & Toby Schwartz Charitable Trust
Irving & Toby Schwartz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 4 grants totaling $100K. Net investment income was $150K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$445K
+11.2% YoY
Annual Giving
$100K
+66.7% YoY
Grant Count
4
+33.3% YoY
Avg Grant Size
$25K
+25.0% YoY
Under IRS private-foundation payout rules, Irving & Toby Schwartz Charitable Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.
About Irving & Toby Schwartz Charitable Trust
Based on IRS filings
Irving & Toby Schwartz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 4 grants totaling $100K. Net investment income was $150K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $444,881 | $400,226 | $425,569 |
| Revenue | $151,988 | $40,953 | $-9,841 |
| Expenses | $107,486 | $66,788 | $54,458 |
| Qualifying Distributions | $105,103 | $64,311 | $49,947 |
| Net Investment Income | $149,855 | $38,476 | $5,546 |
| Distributable Amount | $28,215 | $28,515 | $40,285 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
17 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Israel Democracy Coalition ($40,000), New Israel Fund ($25,000), Pef Israel Endowment Funds Inc ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF SAMI SHAMOON COLLEGE OF ENGINEERING SECAUCUS, NJ | GENERAL SUPPORT | $15,000 |
| NEW ISRAEL FUND LEWISTON, ME | GENERAL SUPPORT | $25,000 |
| AMERICAN ISRAEL DEMOCRACY COALITION BRYN MAWR, PA | GENERAL SUPPORT | $40,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC NEW YORK, NY | GENERAL SUPPORT | $20,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HARRY SCHWARTZ | TRUSTEE | 1 | — |
| JAY D ROSENBAUM | TRUSTEE | 1 | $4,136 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Irving & Toby Schwartz Charitable Trust?
Irving & Toby Schwartz Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $445K in total assets as of 2024.
How large is Irving & Toby Schwartz Charitable Trust?
As of 2024, Irving & Toby Schwartz Charitable Trust holds $445K in total assets with $152K in annual revenue. It awarded 4 grants totaling $100K in 2024.
Where does Irving & Toby Schwartz Charitable Trust operate?
Irving & Toby Schwartz Charitable Trust has awarded grants in District of Columbia, Maine, New Jersey, New York, Pennsylvania.
What size grants does Irving & Toby Schwartz Charitable Trust award?
In 2024, Irving & Toby Schwartz Charitable Trust awarded 4 grants totaling $100K — an average of about $25K per grant, based on its IRS Form 990 filings.
How much is Irving & Toby Schwartz Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Irving & Toby Schwartz Charitable Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Irving & Toby Schwartz Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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