Leonard and Judith Schwartzbaum

SARASOTA, FL EIN: 81-4564555

Leonard and Judith Schwartzbaum is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 12 grants totaling $228K. Net investment income was $253K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.8M

+21.4% YoY

Annual Giving

$228K

+10.0% YoY

Grant Count

12

+20.0% YoY

Avg Grant Size

$19K

-8.3% YoY

Under IRS private-foundation payout rules, Leonard and Judith Schwartzbaum reported a distributable amount of $254K for 2024 — the minimum it must pay out in qualifying distributions.

About Leonard and Judith Schwartzbaum

Based on IRS filings

Leonard and Judith Schwartzbaum is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it awarded 12 grants totaling $228K. Net investment income was $253K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BaltimoreHarrisburgSan FranciscoSarasotaYork

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$892K$2M$3M$4M20202021202220232024
Metric202420232022
Total Assets$5,792,205$4,769,745$3,940,914
Revenue$260,495$106,835$92,124
Expenses$238,984$229,349$215,284
Qualifying Distributions$228,000$207,263$210,000
Net Investment Income$253,275$98,108$86,841
Distributable Amount$254,373$212,931$207,342

Giving Over Time

Total grant dollars and number of grants per year

$0$57K$114K$171K$228K8 grants20209 grants202110 grants202210 grants202312 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The Bay Park Conservatory$130KSafe Children Coalition$50KCommunity Foundation$12KLouis and Gloria Flanzer…$10KBoys Girls Club Sarasota$7KSan Francisco Marin Food…$5KHealthcare For The Homel…$5KAll Faiths Food Bank$4KAviva Senior Living Endo…$2KTurning Point York PA$2K

Grant Size Distribution

49 grants across all recorded years

45<$50K1$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Bay Park Conservatory ($130,000), Safe Children Coalition ($50,000), Community Foundation ($12,000).

RecipientPurposeAmount
The Bay Park Conservatory Sarasota, FLUnrestricted$130,000
San Francisco Marin Food Bank San Francisco, CAUnrestricted$5,000
YCC Cares York, PAUnrestricted$1,000
Community Foundation Sarasota, FLUnrestricted$12,000
Boys Girls Club Sarasota Sarasota, FLUnrestricted$7,000
Aviva Senior Living Endowment Sarasota, FLUnrestrictred$2,000
Louis and Gloria Flanzer Philanthro Sarasota, FLUNRESTRICTED$9,500
Healthcare For The Homeless BALTIMORE, MDUNRESTRICTED$5,000
Turning Point York PA YORK, PAUNRESTRICTED$2,000
Creative York York, PAUnrestricted$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Judith SchwartzbaumDirector
Babette BachSecretary
Dan SchwartzbaumVice President
Amy SchwartzbaumDirector
Anne BrozoskiePresident
Barry SteinDirector
Kai L JensenTreasurer

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Leonard and Judith Schwartzbaum?

Leonard and Judith Schwartzbaum is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $5.8M in total assets as of 2024.

How large is Leonard and Judith Schwartzbaum?

As of 2024, Leonard and Judith Schwartzbaum holds $5.8M in total assets with $260K in annual revenue. It awarded 12 grants totaling $228K in 2024.

Where does Leonard and Judith Schwartzbaum operate?

Leonard and Judith Schwartzbaum has awarded grants in California, Florida, Maryland, Pennsylvania.

What size grants does Leonard and Judith Schwartzbaum award?

In 2024, Leonard and Judith Schwartzbaum awarded 12 grants totaling $228K — an average of about $19K per grant, based on its IRS Form 990 filings.

How much is Leonard and Judith Schwartzbaum required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Leonard and Judith Schwartzbaum reported a distributable amount of $254K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Leonard and Judith Schwartzbaum's EIN?

Leonard and Judith Schwartzbaum's EIN (Employer Identification Number) is 81-4564555. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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