The Schwartz Foundation Trust

Private foundation · Grantmaker Freehold, NJ EIN: 82-3829182

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.

Key facts about The Schwartz Foundation Trust

EIN
82-3829182
Latest 990 filing
Form 990-PF, 2024
Total assets
$46,422

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$46K

+0.0% YoY

Revenue

—

-100.0% YoY

Expenses

—

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.

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.

Your AI grants department

Ready to take the next step with The Schwartz Foundation Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

LakewoodBrooklynHowellFreeholdMonroe

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K7 grants2020 25 grants2021 9 grants2022 0 grants2023 0 grants2024

From 2020 to 2022, annual grant giving ranged from $58K (2020) to $406K (2022). In 2022 it made 9 grants totaling $406K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

41 grants across all recorded years

39<$50K$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 41 (95%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$46,422$46,422$46,332
Revenue—$90$2,004
Expenses——$408,720
Qualifying Distributions——$405,510
Distributable Amount$2,649$2,157$4,551

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

Your AI grants department

Here's the math on researching The Schwartz Foundation Trust by hand.

Explore Open Grants

Browse active grant opportunities in The Schwartz Foundation Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Ralph J Harary Foundation Inc

New York, NY

The foundation supports religious and educational institutions and community-service organizations, including work in health support, youth mentoring, and children’s services. Its 2024 grants ranged from $101 to $558,200, with a median of $1,048, and 81% of grant dollars went to New York recipients, 16% to New Jersey, and 3% to Florida. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$1.1M

Grants

478

Total Given

$4.9M

Gemach of Jackson Inc

Jackson, NJ

The organization distributes funds to individuals in need as well as to other institutions which assist such people. The organization also makes interest free loans to individuals in need.

Human Services

Assets

$201K

Grants

6

Total Given

$334K

The Alliance for Education Inc

Tamarac, FL

The Alliance for Education supports tuition, dormitory and related costs, and after-school programs at nonprofit schools and religious organizations. In 2024, grants ranged from $6,000 to $846,797, with a median of $9,911; most funding went to Florida, with additional grants in several other states. The profile does not state whether it accepts unsolicited requests.

Assets

$1.4M

Grants

17

Total Given

$1.1M

Rabbi Joshua Heschel Foundation Inc

Lakewood, NJ

The foundation supports religious education, Jewish cultural and educational activities, and community assistance, primarily in New Jersey and New York. In 2024, grants ranged from $1,100 to $37,270, with a median of $3,600. It does not accept unsolicited requests and gives only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1M

Grants

34

Total Given

$244K

Greenzweig Family Foundation

Monsey, NY

The Greenzweig Family Foundation supports charitable organizations with general operating support; its 2024 filing reports one grant of $180,501 to a recipient in Monsey, New York. It does not accept unsolicited requests and gives only to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5M

Grants

1

Total Given

$181K

Alyad Foundation Inc

Lawrence, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$1.5M

Grants

150

Total Given

$151K

Yarim Foundation

Brooklyn, NY

Yarim Foundation supports Jewish education and religious or spiritual development, with 2025 grants of $9,000–$60,000 and a median of $24,500. Its 2025 grants went to organizations in New York, California, Florida, and New Jersey. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$75K

Grants

8

Total Given

$208K

Mesivta Ohr Yisroel Inc

Lakewood, NJ

Parochial secondary school.

Assets

$4.7M

Grants

6

Total Given

$380K

Alternative Energy Foundation

Brooklyn, NY

Alternative Energy Foundation primarily supports religious education and the promotion of religious activities. Its 2024 grants ranged from $3,000 to $470,000, with a median of $35,000, and went mostly to organizations in New York, with the remainder in New Jersey. It gives only to preselected charitable organizations and does not accept unsolicited requests.

Assets

$1.7M

Grants

11

Total Given

$1.4M

The Robert Wood Johnson Foundation

Princeton, NJ

The Robert Wood Johnson Foundation funds work to improve health and health equity in the United States, including health policy, community health, prevention, and social justice. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000, and went to recipients across multiple states. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.4B

Grants

3,093

Total Given

$622.6M

Community Foundation of New Jersey

Morristown, NJ

The Community Foundation of New Jersey supports nonprofits and projects across arts, education, environment, health and human services, and social welfare. Its 2024 itemized grants had a median of about $19,800, though awards varied widely; funding went to organizations in multiple states, with 32% of itemized grant dollars going to New Jersey. It accepts applications for specific opportunities, and its FAQ encourages eligible New Jersey 501(c)(3) nonprofits to apply; requirements vary by opportunity.

Assets

$1.0B

Grants

1,321

Total Given

$93.8M

Crane Fund for Widows and Children

Englewood Cliffs, NJ

The Crane Fund for Widows and Children supports local charities, agencies, and schools addressing needs such as food insecurity, housing, education, health, environmental protection, and animal welfare in communities where Crane Company operates or its associates have connections. In 2024, grants ranged from $2,000 to $45,000, with a median of $4,500; it funds organizations in multiple states. The fund contributes only to preselected organizations and does not accept unsolicited requests.

Assets

—

Grants

985

Total Given

$4.5M

More Funders in New Jersey

The Schwartz Foundation Trust down — hundreds of funders to go?

Want AI to do this for you?