Schwartz Charitable Foundation
The Schwartz Charitable Foundation is a private independent foundation based in Worcester, Massachusetts that supports domestic non-profit 501(c)(3) organizations. The foundation was established in 2016 and is interested in qualified organizations in Worcester County, Massachusetts, and surrounding communities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.2M
-12.3% YoY
Annual Giving
$334K
+20.9% YoY
Grant Count
87
+3.6% YoY
Avg Grant Size
$4K
+16.7% YoY
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.
Mission & Focus Areas
The goal of the Schwartz Charitable Foundation is to support as many worthy and deserving organizations as possible. Program interests include but are not limited to:
- Culture: area museums and art institutions
- Education
- Healthcare: hospital and support agencies
- Social Services: recreation and youth development
- Animal Shelters
- Religious institutions
- Scholarship Funds
- Church Renovation projects
- Continuing Support
- Disaster Relief
- Emergency Funds
- Research
- Local fundraising
All requests are considered.
Grantmaking
The foundation maintains an average annual grant size between $2,500–$5,000. According to the most recent tax filing (2023), the foundation made 88 grants totaling $276,500. Recent grantees include the Knights of Columbus/12701 St Mary of the Hills Council ($20,000) and The Hanover Theatre for the Performing Arts ($10,000).
Grant Range
between $2,500–$5,000. According to the most recent tax filing (2023), the foundation made 88 grants totaling $276,500. Recent grantees include the Knights of Columbus/12701 St Mary of the Hills Council ($20,000) and The Hanover Theatre for the Performing Arts ($10,000).
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Geographic Focus
Where this funder awards grants
The foundation is interested in qualified organizations in Worcester County, Massachusetts, and surrounding communities.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023 (most recent tax filing):
- Total assets: $3,629,260
- Total giving: $276,500
- Total revenues: $25,799
- Total expenses: $544,380
- Number of employees: 0
- Number of grants made: 88
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,182,819 | $3,629,260 | $4,147,841 |
| Revenue | $149,229 | $25,799 | $281,133 |
| Expenses | $595,670 | $544,380 | $556,613 |
| Qualifying Distributions | $595,670 | $276,500 | $276,250 |
| Net Investment Income | $106,607 | $100,518 | $225,707 |
| Distributable Amount | $222,002 | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Open Grants
1 open opportunity from Schwartz Charitable Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Jewish Healthcare Ctr ($20,000), Attachment Inst of NE ($16,500), St Mary of the Hills ($15,250).
| Recipient | Purpose | Amount |
|---|---|---|
| African Community Education Worcester, MA | To support exempt purpose | $2,000 |
| Attachment Inst of NE Worcester, MA | To support exempt purpose | $16,500 |
| Big Brothers Big Sisters Worcester, MA | To support exempt purpose | $5,000 |
| Center for Canine Behaviour Studies Salisbury, CT | To support exempt purpose | $7,500 |
| Chabad Lubavitch of Nashoba Westford, MA | To support exempt purpose | $3,000 |
| Community Legal Aid Worcester, MA | To support exempt purpose | $2,500 |
| Congregation Neveh Shalom Portland, OR | To support exempt purpose | $5,000 |
| Furever Homes for Felines Belchertown, MA | To support exempt purpose | $10,000 |
| The Genesis Club Worcester, MA | To support exempt purpose | $2,500 |
| Habitat for Humanity Springfield W Springfield, MA | To support exempt purpose | $2,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
Janet L. Lombardi, Esq. - Trustee
- Address: 14 Harvard Street, Worcester, MA 01609
- Phone: 508-753-5531
- Email: jlombardi@theschwartzfoundation.org
Katherine Puccio - Administrative Assistant
- Address: 14 Harvard Street, Worcester, MA 01609
- Phone: 508-753-5531
- Email: info@schwartz.artefactdesign.com
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Janet Lombardi | Trustee | 30 | $130,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Schwartz Charitable Foundation fund?
The goal of the Schwartz Charitable Foundation is to support as many worthy and deserving organizations as possible. Program interests include but are not limited to: • Culture: area museums and art institutions • Education • Healthcare: hospital and support agencies • Social Services: recreation and youth development • Animal Shelters • Religious institutions • Scholarship Funds • Church Renovation projects • Continuing Support • Disaster Relief • Emergency Funds • Research • Local fundraising…
How do I apply for a grant from Schwartz Charitable Foundation?
The foundation maintains an average annual grant size between $2,500–$5,000. According to the most recent tax filing (2023), the foundation made 88 grants totaling $276,500. Recent grantees include the Knights of Columbus/12701 St Mary of the Hills Council ($20,000) and The Hanover Theatre for the Performing Arts ($10,000).
Where does Schwartz Charitable Foundation make grants?
The foundation is interested in qualified organizations in Worcester County, Massachusetts, and surrounding communities.
What size grants does Schwartz Charitable Foundation award?
In 2024, Schwartz Charitable Foundation awarded 87 grants totaling $334K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Schwartz Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schwartz Charitable Foundation reported a distributable amount of $222K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Schwartz Charitable Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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