Schwartz Foundation
Schwartz Foundation is a private foundation, based in BAYSIDE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.4M in total assets. In 2024, it awarded 5 grants totaling $650K. Net investment income was $176K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$7.4M
-2.1% YoY
Annual Giving
$650K
+160.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$130K
+160.0% YoY
About Schwartz Foundation
Based on IRS filings
Schwartz Foundation is a private foundation, based in BAYSIDE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.4M in total assets. In 2024, it awarded 5 grants totaling $650K. Net investment income was $176K.
Ready to take the next step with Schwartz Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $7,416,767 | $7,578,273 | $7,927,232 |
| Revenue | $591,198 | $194,902 | $21,309 |
| Expenses | $752,704 | $543,861 | $471,023 |
| Qualifying Distributions | $752,704 | $543,861 | $471,023 |
| Net Investment Income | $176,194 | $192,207 | $19,689 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NOAH SCHWARTZ | TREASURER/SECRE | 1 | — |
| MARGOT SCHWARTZ | President | 2 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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