Judi & George Schwartz Foundation
Judi & George Schwartz Foundation is a private foundation, based in Plymouth, MI. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $12.2M in total assets. In 2025, it awarded 1 grant totaling $915K. Net investment income was $288K.
Judi & George Schwartz Foundation at a glance
In short: Judi & George Schwartz Foundation gave $915K across 1 grant in 2025 (avg $915K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $915,000
- +46.4% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $915,000
- +46.4% vs 2024
- Median grant
- $915,000
- Total assets
- $12,193,474
- +13.1% vs 2024
- Primary geography
- Michigan (100% 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 Judi & George Schwartz Foundation funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 4 grants of 9 (44%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How Judi & George Schwartz Foundation gives
- Giving grew 281% from 2022 to 2025. Method
- In 2025 it paid out 177% 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 $50K (2020) to $915K (2025). In 2025 it made 1 grant totaling $915K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $915,000 |
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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 | $12,193,474 | $2,175,318 | $930,312 | $915,000 | 1 | $930,312 | $288,175 | $526,343 |
| 2024 | $10,782,800 | $2,129,076 | $636,561 | $625,000 | 1 | $636,561 | $503,015 | $438,940 |
| 2023 | $8,639,551 | $1,969,835 | $295,437 | $285,000 | 1 | $295,437 | $209,398 | $327,193 |
| 2022 | $6,892,565 | $1,691,258 | $252,125 | $240,000 | 1 | $252,125 | $79,133 | $242,257 |
| 2021 | $5,133,681 | $2,966,099 | $168,179 | $155,000 | 5 | $167,505 | $202,920 | $127,964 |
| 2020 | $2,071,386 | $520,548 | $56,469 | $50,000 | 6 | — | $48,490 | $71,972 |
Under IRS private-foundation payout rules, Judi & George Schwartz Foundation reported a distributable amount of $526K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Judi & George Schwartz Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
George P. Schwartz
Director Pr
Director & President → Director Pr, 2022
On filings since 2020
No compensation reported
Michael J. Schwartz
Director Vi
Director & Vice President → Director Vi, 2022
On filings since 2020
No compensation reported
Robert C. Schwartz
Director Se
Director, Treasurer & Secretary → Director Se, 2022
On filings since 2020
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.
Frequently asked questions about Judi & George Schwartz Foundation
How much does Judi & George Schwartz Foundation give each year?
Judi & George Schwartz Foundation gave $915K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $625K across 1 grant.
How large is Judi & George Schwartz Foundation?
Judi & George Schwartz Foundation reported $12.2M in total assets on its 2025 IRS Form 990-PF. It paid out $930K in qualifying distributions that year, against a required minimum of $526K (roughly 5% of its investment assets).
Where does Judi & George Schwartz Foundation operate?
Judi & George Schwartz Foundation has awarded grants in California, Florida, Michigan, New York, Ohio, Virginia.
What is Judi & George Schwartz Foundation's EIN?
Judi & George Schwartz Foundation's EIN (Employer Identification Number) is 47-3799574. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 20, 2026)
- IRS filings on file for fiscal years 2020–2024
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