Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc
PHILIP M SCHWARTZ & LEE G SCHWARTZ is a private foundation based in Seminole, Florida. Its 2021 filing is marked as a final return and states that the foundation terminated effective December 31, 2021, after distributing its assets to charitable organizations; it therefore appears to have wound down and stopped grantmaking.
Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc at a glance
In short: Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc gave $138K across 15 grants in 2021 (avg $9K), top state Florida. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $137,943
- +12.9% vs 2020
- Grants made (2021)
- 15
- +36.4% vs 2020
- Average grant
- $9,196
- -17.2% vs 2020
- Median grant
- $5,000
- Primary geography
- Florida (29% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated October 2026.
How to apply to Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc
- How to Apply
-
The filing lists Billie Sue Bornstein as the contact and “3830” under form and materials. It states that awards are restricted to exempt 501(c)(3) organizations and Jewish or Israel-supporting organizations. Because the foundation’s 2021 filing is its final return, these instructions should not be treated as current.
- Contact
Application contact: Billie Sue Bornstein
Mailing address: 13356 88Th Avenue N, Seminole, FL 33776
Phone: (727) 397-6960
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
The largest 2021 recipient was Temple Sinai ($35K). Together the top 10 received $123K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
The 2021 filing reports that grant dollars went to recipients in Florida (29%), Nevada (25%), Illinois (12%), New York (9%), and Maryland (7%). The listed grants also include recipients in Pennsylvania, Colorado, California, and other states.
Grant Distribution by State
Share of 2021 grant dollars across all 15 itemized grants.
Cities
How Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc gives
- 60% of 2021 grantees were also funded in 2020. Method
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $122K (2020) to $138K (2021). In 2021 it made 15 grants totaling $138K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Temple Sinai Las Vegas, NV | Various Religious and Social Svcs | $35,000 |
| Congregation B'nai Israel St Petersburg, FL | Various Religious and Social Svcs | $22,943 |
| Amer Friends Jordan River Village New York, NY | Various Religious and Social Svcs | $12,000 |
| Hias Silver Spring, MD | Various Religious and Social Svcs | $10,000 |
| Congregation or Ami Lafayette Hill, PA | Various Religious and Social Svcs | $10,000 |
| DBSA Chicago, IL | Various Religious and Social Svcs | $10,000 |
| Jewish Family Services Denver, CO | Various Religious and Social Svcs | $10,000 |
| Congregation Kol Haneshama Sarasota, FL | Various Religious and Social Serv. | $5,000 |
| Gulf Coast Jewish Family Svcs Clearwater, FL | Various Religious and Social Svcs | $5,000 |
| All Faiths Food Bank Sarasota, FL | Various Religious and Social Svcs | $3,500 |
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Financial History
Multi-year comparison from IRS filings
The 2021 filing states that distributions exceeded 25% of beginning net assets and that the foundation distributed all assets other than a small reserve for taxes and unexpected expenses. It said the remaining reserve would be distributed to Congregation B’nai Israel after verification that no additional unexpected expenses were present.
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $10,401 | $141,665 | $137,943 | 15 | $137,943 | $7,389 | $5,239 |
| 2020 | $135,889 | $11,296 | $126,511 | $122,150 | 11 | — | $8,964 | $11,562 |
Under IRS private-foundation payout rules, Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc reported a distributable amount of $5K for 2021 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2021 grants included religious and social services, as described in the filing. Among the recipients, HIAS describes its mission as helping forcibly displaced people find welcome, safety, and opportunity. All Faiths Food Bank describes its mission as providing healthy solutions to end hunger in its community with its partners.
Grantmaking
In 2021, the foundation reported 15 grants totaling $137,943. Grant amounts ranged from $1,500 to $35,000, with a median of $5,000.
Notable 2021 grants included $35,000 to Temple Sinai in Las Vegas, $22,943 to Congregation B’nai Israel in St. Petersburg, $12,000 to American Friends of Jordan River Village in New York, and $10,000 each to HIAS in Silver Spring, Congregation Or Ami in Lafayette Hill, DBSA in Chicago, and Jewish Family Services in Denver. The filing describes these awards as supporting various religious and social services.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2021 filing lists Maureen Binderman as vice president and director; Billie Sue Bornstein as president, secretary, and director; and Elaine Lipman as treasurer and director.
Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc is led by Billie Sue Bornstein, President, Secretary & Director on every filing since 2020; none of the 3 officers listed in 2021 report compensation.
Officers on the 2021 filing
Billie Sue Bornstein
President, Secretary & Director
On filings since 2020
No compensation reported
Elaine Lipman
Treasurer & Director
On filings since 2020
No compensation reported
Maureen Binderman
Vice President & Director
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "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 Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc
How much does Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc give each year?
Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc gave $138K across 15 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $122K across 11 grants.
What is Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's typical grant size?
Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's median grant in 2021 was $5,000, and its average grant was $9,196, across 15 grants on its 2021 IRS Form 990-PF.
Where does Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc give grants?
Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's top state is Florida, with 29% of the grant dollars itemized on its 2021 IRS Form 990-PF. The next largest states were Nevada (25%) and Illinois (12%). The most frequent recipient cities were Chicago, IL (3 grants) and Sarasota, FL (3 grants).
Does Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc give general operating support?
Not in 2021: none of the 15 grants with a stated purpose on Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's 2021 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Various Religious and Social Svcs" (14 grants).
Who are Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's largest grantees?
Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's largest 2021 grantees include Temple Sinai ($35,000), Congregation B'nai Israel ($22,943) and Amer Friends Jordan River Village ($12,000), according to its 2021 IRS Form 990-PF. Together they received 51% of its itemized 2021 grant dollars.
What does Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc fund?
No mission statement for the foundation is provided. Its 2021 grants included religious and social services, as described in the filing. Among the recipients, HIAS describes its mission as helping forcibly displaced people find welcome, safety, and opportunity. See mission & focus areas ↑
How do I apply for a grant from Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc?
The filing lists Billie Sue Bornstein as the contact and “3830” under form and materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's EIN?
Philip M Schwartz & Lee G Schwartz Philanthropic Foundation Inc's EIN (Employer Identification Number) is 31-1465773. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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