Schwartz Foundation
Schwartz Foundation is a private foundation, based in Sacramento, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.1M in total assets. In 2025, it awarded 6 grants totaling $1.6M. Net investment income was $459K.
Schwartz Foundation at a glance
In short: Schwartz Foundation gave $1.6M across 6 grants in 2025 (avg $259K), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,555,000
- +139.2% vs 2024
- Grants made (2025)
- 6
- +20.0% vs 2024
- Average grant
- $259,167
- +99.4% vs 2024
- Median grant
- $87,500
- Total assets
- $6,084,635
- -18.0% vs 2024
- Primary geography
- New Mexico (64% 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 6 recipients in 2025
The largest 2025 recipient was St John's College Santa Fe ($1.0M). Together the top 6 received $1.6M.
Grant Size Distribution
22 grants across all recorded years
The most common grant size was under $50K: 11 grants of 22 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Schwartz Foundation gives
- Giving grew 576% from 2022 to 2025. 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
From 2021 to 2025, annual grant giving ranged from $5K (2021) to $1.6M (2025). In 2025 it made 6 grants totaling $1.6M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St John's College Santa Fe Santa Fee, NM | Charitable | $1,000,000 |
| Community Initiatives Oakland, CA | Charitable | $300,000 |
| East Bay Community Foundation Oakland, CA | Charitable | $125,000 |
| Milwaukee Symphony Orchestra Milwaukee, WI | Charitable | $50,000 |
| Oakland Symphony Oakland, CA | Charitable | $50,000 |
| Wisconsin Conservatory of Music Milwaukee, WI | Charitable | $30,000 |
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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 |
|---|---|---|---|---|---|---|---|
| 2025 | $6,084,635 | $475,800 | $1,805,480 | $1,555,000 | 6 | $1,805,480 | $458,596 |
| 2024 | $7,416,767 | $591,198 | $752,704 | $650,000 | 5 | $752,704 | $176,194 |
| 2023 | $7,578,273 | $194,902 | $543,861 | $250,000 | 5 | $543,861 | $192,207 |
| 2022 | $7,927,232 | $21,309 | $471,023 | $230,000 | 5 | $471,023 | $19,689 |
| 2021 | $8,376,946 | $95,030 | $457,302 | $5,000 | 1 | $457,302 | $14,402 |
| 2020 | $8,739,218 | $8,448,288 | $72,025 | — | — | — | $26,563 |
| 2019 | $362,955 | $7,680 | $67,856 | — | — | — | $6,280 |
Leadership & Key People
Officers and directors from IRS filings
Schwartz Foundation is led by Margot Schwartz, President since 2020 (on filings since 2019); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Margot Schwartz
President
Secretary → President, 2020
On filings since 2019
2 hrs/week
No compensation reported
Noah Schwartz
Treasurer & Secretary
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: Debbra Wood Schwartz (2019) — President & CFO
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 $1.6M across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $650K across 5 grants.
What is Schwartz Foundation's typical grant size?
Schwartz Foundation's median grant in 2025 was $87,500, and its average grant was $259,167, across 6 grants on its 2025 IRS Form 990-PF.
Where does Schwartz Foundation give grants?
Schwartz Foundation gives mostly in New Mexico: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (31%) and Wisconsin (5%). The most frequent recipient cities were Oakland, CA (3 grants) and Milwaukee, WI (2 grants).
Does Schwartz Foundation give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Schwartz Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (6 grants).
Who are Schwartz Foundation's largest grantees?
Schwartz Foundation's largest 2025 grantees include St John's College Santa Fe ($1,000,000), Community Initiatives ($300,000) and East Bay Community Foundation ($125,000), according to its 2025 IRS Form 990-PF. Together they received 92% of its itemized 2025 grant dollars.
How large is Schwartz Foundation?
Schwartz Foundation reported $6.1M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $476K.
What is Schwartz Foundation's EIN?
Schwartz Foundation's EIN (Employer Identification Number) is 94-2670122. 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 6, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 11, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Schwartz Foundation's focus areas in our free grants database
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