Schwartz Charitable Foundation
The Schwartz Charitable Foundation is a private foundation based in Worcester, Massachusetts. It supports domestic nonprofit organizations with IRS 501(c)(3) status, with an interest in Worcester County and surrounding communities. Its stated goal is to support as many worthy and deserving organizations as possible.
Schwartz Charitable Foundation at a glance
In short: Schwartz Charitable Foundation gave $334K across 87 grants in 2024 (avg $4K), mostly in Massachusetts. 23% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $334,250
- +20.9% vs 2023
- Grants made (2024)
- 87
- +3.6% vs 2023
- Average grant
- $3,842
- +16.7% vs 2023
- Median grant
- $2,500
- Total assets
- $3,182,819
- -12.3% vs 2023
- New grantees (estimate)
- 23% first-time grantees (20 of 87, 2024)
- Primary geography
- Massachusetts (92% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Schwartz Charitable Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation’s 2024 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Its website, however, says applications are accepted throughout the year and reviewed quarterly. The website requires proof of IRS 501(c)(3) status; state tax-exemption proof is not sufficient. It asks applicants to submit one signed application and one copy of each required document, in English, using the current forms and checklist. USPS is preferred; email submissions are permitted only when the complete package is 20 pages or less. The website’s Downloads page also says applications are considered once per calendar year.
- Review Cycle
- The website lists December 11, 2026, as the deadline for materials to be considered at its December 18, 2026 review meeting.
- Deadline
- The website lists December 11, 2026, as the deadline for materials to be considered at its December 18, 2026 review…
- Contact
Application contact: The Schwartz Foundation
Mailing address: 14 Harvard St, Worcester, MA 01609
Phone: (508) 753-5531
Website: https://theschwartzfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Schwartz Charitable Foundation
Who Schwartz Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Jewish Healthcare Ctr ($20K). Together the top 10 received $119K.
Grant Size Distribution
442 grants across all recorded years
The most common grant size was under $50K: 442 grants of 442 (100%).
Geographic Focus
Where this funder awards grants
The foundation says it is interested in qualified organizations in Worcester County, Massachusetts, and surrounding communities. Its website says almost all grants support institutions in Worcester County. In 2024, 92% of grant dollars went to recipients in Massachusetts; other recipient states listed were Connecticut (2%), Oregon (1%), Florida (1%), and New Hampshire (1%).
Grant Distribution by State
Share of 2024 grant dollars across all 87 itemized grants.
States
Cities
Is Schwartz Charitable Foundation open to new grantees?
23%
first-time grantees, 2024
In 2024, 20 of 87 grantees (23%) were first-time recipients. First grants averaged $2K; repeat grants $4K. How we count
Medians: $3K first-time, $3K repeat.
- 60% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+4%). Method
- In 2024 it paid out 268% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2024, annual grant giving ranged from $276K (2022) to $334K (2024). In 2024 it made 87 grants totaling $334K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Healthcare Ctr Worcester, MA | To support exempt purpose | $20,000 |
| Attachment Inst of NE Worcester, MA | To support exempt purpose | $16,500 |
| St Mary of the Hills Boylston, MA | To support exempt purpose | $15,250 |
| Hanover Theatre Worcester, MA | To support exempt purpose | $15,000 |
| Furever Homes for Felines Belchertown, MA | To support exempt purpose | $10,000 |
| Hillside Restoration Boylston, MA | To support exempt purpose | $10,000 |
| Tower Hill Botanic Garden Boylston, MA | To support exempt purpose | $10,000 |
| UMass Med School Shrewsbury, MA | To support exempt purpose | $10,000 |
| Center for Canine Behaviour Studies Salisbury, CT | To support exempt purpose | $7,500 |
| Big Brothers Big Sisters Worcester, MA | To support exempt purpose | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,182,819 | $149,229 | $595,670 | $334,250 | 87 | $595,670 | $106,607 | $222,002 |
| 2023 | $3,629,260 | $25,799 | $544,380 | $276,500 | 84 | $276,500 | $100,518 | — |
| 2022 | $4,147,841 | $281,133 | $556,613 | $276,250 | 83 | $276,250 | $225,707 | — |
| 2021 | $4,423,321 | $413,008 | $569,184 | $321,500 | 88 | $321,500 | $357,696 | — |
| 2020 | $4,315,408 | $275,883 | $511,063 | $289,500 | 100 | — | $236,831 | $281,098 |
Under IRS private-foundation payout rules, Schwartz Charitable Foundation reported a distributable amount of $222K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation states that its goal is to support as many worthy and deserving organizations as possible. Its listed interests include area museums and art institutions; education; hospitals and healthcare support agencies; recreation and youth development; animal shelters; religious institutions; scholarship funds; church renovations; continuing support; disaster relief and emergency funds; research; and local fundraising.
Its 2024 grantees illustrate a range of supported work. Rachel’s Table describes its mission as alleviating hunger and reducing food-resource waste in Western Massachusetts. Friendship Home says it provides respite and support services for individuals with developmental disabilities and their families. Worcester Academy’s stated mission emphasizes lifelong learning and students’ character. Worcester Historical Museum describes its work as collecting, preserving, and interpreting Worcester’s history. Other 2024 recipients included organizations focused on STEM education, legal assistance for low-income and elderly people, and support for people affected by cancer.
Grantmaking
In 2024, the foundation gave 87 grants totaling $334,250. Grants ranged from $1,000 to $20,000, with a median grant of $2,500. The foundation’s website describes its average annual grant as $2,500–$5,000.
Among the largest 2024 grants were $20,000 to Jewish Healthcare Ctr, $16,500 to Attachment Inst of NE, $15,250 to St Mary of the Hills, and $15,000 to Hanover Theatre. Other grants included $10,000 each to Furever Homes for Felines, Hillside Restoration, Tower Hill Botanic Garden, and UMass Med School.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Janet Lombardi as trustee. The foundation’s website identifies its current trustee as Janet L. Lombardi, Esq.
Schwartz Charitable Foundation is led by Janet Lombardi, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Janet Lombardi
Trustee
On filings since 2020
30 hrs/week
$120K (2020) → $130K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $130K, to Janet Lombardi (Trustee).
Frequently asked questions about Schwartz Charitable Foundation
How much does Schwartz Charitable Foundation give each year?
Schwartz Charitable Foundation gave $334K across 87 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $277K across 84 grants.
What is Schwartz Charitable Foundation's typical grant size?
Schwartz Charitable Foundation's median grant in 2024 was $2,500, and its average grant was $3,842, across 87 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Schwartz Charitable Foundation that year got $2K on average.
Where does Schwartz Charitable Foundation give grants?
Schwartz Charitable Foundation gives mostly in Massachusetts: 92% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Worcester, MA (41 grants), Boylston, MA (5 grants), Boston, MA (3 grants) and Shrewsbury, MA (2 grants).
Who are Schwartz Charitable Foundation's largest grantees?
Schwartz Charitable Foundation's largest 2024 grantees include Jewish Healthcare Ctr ($20,000), Attachment Inst of NE ($16,500) and St Mary of the Hills ($15,250), according to its 2024 IRS Form 990-PF. Together they received 15% of its itemized 2024 grant dollars.
How large is Schwartz Charitable Foundation?
Schwartz Charitable Foundation reported $3.2M in total assets on its 2024 IRS Form 990-PF. It paid out $596K in qualifying distributions that year, against a required minimum of $222K (roughly 5% of its investment assets).
What does Schwartz Charitable Foundation fund?
The foundation states that its goal is to support as many worthy and deserving organizations as possible. See mission & focus areas ↑
How do I apply for a grant from Schwartz Charitable Foundation?
The foundation’s 2024 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Schwartz Charitable Foundation's EIN?
Schwartz Charitable Foundation's EIN (Employer Identification Number) is 46-4649322. IRS Form 990 filing data is available on this page for 2020–2024.
Does Schwartz Charitable Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Schwartz Charitable Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Schwartz Charitable Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/schwartz-charitable-foundation-morg_cf1928ada44746239eca3fd4aa6db450
BibTeX
@misc{grantable_464649322_2026,
author = {{Grantable}},
title = {{Schwartz Charitable Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/schwartz-charitable-foundation-morg_cf1928ada44746239eca3fd4aa6db450},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Schwartz Charitable Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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