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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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