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

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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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