The Schwartz Foundation Trust
The Schwartz Foundation Trust is a private foundation, based in Freehold, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $46K in total assets.
The Schwartz Foundation Trust at a glance
- Total assets
- $46,422
- +0.0% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Schwartz Foundation Trust funds
How this funder distributes its grants
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 39 grants of 41 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How The Schwartz Foundation Trust gives
- In 2022 it paid out well above 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
From 2020 to 2022, annual grant giving ranged from $58K (2020) to $406K (2022). In 2022 it made 9 grants totaling $406K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Binyan Yerushalaim Inc Brooklyn, NY | Charitable | $225,000 |
| Bnei Torah Brooklyn, NY | Charitable | $170,000 |
| Talmud Torah Toldos Yakov Yosef Lakewood, NJ | Charitable | $2,500 |
| Cong Tiferes Shulem Lakewood, NJ | Charitable | $2,500 |
| Yeshiva Stolin Karlin Lakewood, NJ | Charitable | $1,600 |
| Lakewood Cheder School Lakewood, NJ | Charitable | $1,010 |
| Cong Whispering Pines Lakewood, NJ | Charitable | $1,000 |
| Yeahiva Toras Aron Inc Lakewood, NJ | Charitable | $1,000 |
| Cong Anshei Howell Charity Inc Howell, NJ | Charitable | $900 |
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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 | $46,422 | — | — | — | — | — | — | $2,649 |
| 2023 | $46,422 | $90 | — | — | — | — | — | $2,157 |
| 2022 | $46,332 | $2,004 | $408,720 | $405,510 | 9 | $405,510 | — | $4,551 |
| 2021 | $388,048 | $37 | $76,987 | $76,175 | 25 | $76,175 | — | $22,156 |
| 2020 | $464,998 | $65,310 | $58,224 | $58,160 | 7 | — | $15,246 | $20,353 |
Under IRS private-foundation payout rules, The Schwartz Foundation Trust reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Schwartz Foundation Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jeffrey Rockman
Trustee
On filings since 2020
1 hr/week
No compensation reported
Moses Schwartz
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about The Schwartz Foundation Trust
How large is The Schwartz Foundation Trust?
The Schwartz Foundation Trust reported $46K in total assets on its 2024 IRS Form 990-PF.
Where does The Schwartz Foundation Trust operate?
The Schwartz Foundation Trust has awarded grants in New Jersey, New York.
How much is The Schwartz Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Schwartz Foundation Trust reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Schwartz Foundation Trust's EIN?
The Schwartz Foundation Trust's EIN (Employer Identification Number) is 82-3829182. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Schwartz Foundation Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Schwartz Foundation Trust's focus areas in our free grants database
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