Irving & Toby Schwartz Charitable Trust

Foundation · Grantmaker Boston, MA EIN: 26-6196825

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.

Key facts about Irving & Toby Schwartz Charitable Trust

EIN: 26-6196825
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $100,000
Grants made (2024): 4
Average grant: $25,000
Median grant: $22,500
Total assets: $444,881
Primary geography: Pennsylvania (40% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Irving & Toby Schwartz Charitable Trust funds

By grant dollars, the top recipient states for Irving & Toby Schwartz Charitable Trust's 4 itemized 2024 grants were Pennsylvania (40%), Maine (25%) and New York (20%). 100% of grants with a stated purpose were for general or operating support.

How Irving & Toby Schwartz Charitable Trust gives

Giving grew 122% from 2021 to 2024. Method
In 2024 it paid out 373% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Irving & Toby Schwartz Charitable Trust

How to evaluate Irving & Toby Schwartz Charitable Trust as a funder
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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$445K

+11.2% YoY

Annual Giving

$100K

+66.7% YoY

Grant Count

+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

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $40K (40%)

Maine $25K (25%)

New York $20K (20%)

New Jersey $15K (15%)

Share of all 4 itemized 2024 grant dollars.

States

District of Columbia Maine New Jersey New York Pennsylvania

Cities

LewistonSecaucusWashingtonBryn MawrNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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 recipients include American Israel Democracy Coalition ($40,000), New Israel Fund ($25,000), Pef Israel Endowment Funds Inc ($20,000).

Recipient	Purpose	Amount
AMERICAN ISRAEL DEMOCRACY COALITION Bryn Mawr, PA	GENERAL SUPPORT	$40,000
NEW ISRAEL FUND Lewiston, ME	GENERAL SUPPORT	$25,000
PEF ISRAEL ENDOWMENT FUNDS INC New York, NY	GENERAL SUPPORT	$20,000
AMERICAN FRIENDS OF SAMI SHAMOON COLLEGE OF ENGINEERING Secaucus, NJ	GENERAL SUPPORT	$15,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Harry Schwartz	Trustee	1	—
Jay D Rosenbaum	Trustee	1	$4,136

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.