Schwartz Foundation

Private foundation · Grantmaker Chicago, IL EIN: 36-4318554

Schwartz Foundation is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $233K in total assets. In 2025, it awarded 3 grants totaling $44K. Net investment income was $21K.

Schwartz Foundation at a glance

In short: Schwartz Foundation gave $44K across 3 grants in 2025 (avg $15K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$44,333
+343.3% vs 2024
Grants made (2025)
3
+200.0% vs 2024
Average grant
$14,778
+47.8% vs 2024
Median grant
$6,000
Total assets
$233,150
-9.5% vs 2024
Primary geography
Illinois (89% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Schwartz Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Oak Park Temple: $33KOak Park Temple$33KChicago Youth Symphony Orchestras: $6KChicago Youth SymphonyOrchestras$6KRett Syndrome Research: $5KRett Syndrome Research$5K

The largest 2025 recipient was Oak Park Temple ($33K). Together the top 3 received $44K.

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 7 grants of 7 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

ChicagoTrumbullOak ParkElmhurstEvanstonNew York

How Schwartz Foundation gives

  • Giving grew 787% from 2022 to 2025. Method
  • In 2025 it paid out 335% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2019 4 grants2020 2 grants2021 1 grant2022 0 grants2023 1 grant2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $5K (2022) to $44K (2025). In 2025 it made 3 grants totaling $44K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Oak Park Temple Oak Park, ILUnrestricted$33,333
Chicago Youth Symphony Orchestras Chicago, ILUnrestricted$6,000
Rett Syndrome Research Trumbull, CTUnrestricted$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$233,150$22,139$46,534$44,3333$45,348$21,137$13,529
2024$257,545$22,726$12,015$10,0001$11,015$21,726$13,239
2023$246,834$7,326$868——$441$8,005$12,033
2022$240,376$6,485$5,515$5,0001$5,015$6,485$11,710
2021$239,406$63,028$12,734$12,5002$12,665$13,028$10,628
2020$189,112$4,971$15,107$15,0004—$4,971$10,012
2019$199,248$82,217$21,236$21,0003—$9,217$8,960

Under IRS private-foundation payout rules, Schwartz Foundation reported a distributable amount of $14K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Schwartz Foundation is led by Stephen Schwartz, President, Secretary & Treasurer on every filing since 2019; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Stephen Schwartz

    President, Secretary & Treasurer

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • Charles Schwartz

    Vice President

    On filings since 2019

    0.1 hrs/week

    No compensation reported

  • Samuel Schwartz

    Vice President

    On filings since 2019

    0.1 hrs/week

    No compensation reported

  • Terry Schwartz

    Vice President

    On filings since 2019

    0.1 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Schwartz Foundation

How much does Schwartz Foundation give each year?

Schwartz Foundation gave $44K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $10K across 1 grant.

What is Schwartz Foundation's typical grant size?

Schwartz Foundation's median grant in 2025 was $6,000, and its average grant was $14,778, across 3 grants on its 2025 IRS Form 990-PF.

Where does Schwartz Foundation give grants?

Schwartz Foundation gives mostly in Illinois: 89% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (11%).

Does Schwartz Foundation give general operating support?

Yes: 100% of Schwartz Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Schwartz Foundation?

Schwartz Foundation reported $233K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).

What is Schwartz Foundation's EIN?

Schwartz Foundation's EIN (Employer Identification Number) is 36-4318554. IRS Form 990 filing data is available on this page for 2019–2025.

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

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS August 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 31, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 24, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 28, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 30, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS June 24, 2026)
  8. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Schwartz 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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