Shwartz Family Foundation

CLAYTON, MO EIN: 37-6612793

Shwartz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.6M in total assets. In 2024, it awarded 1 grants totaling $66K. Net investment income was $76K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.6M

+0.2% YoY

Annual Giving

$66K

-0.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$66K

-0.8% YoY

Under IRS private-foundation payout rules, Shwartz Family Foundation reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.

About Shwartz Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Missouri $364K (100%)

States

Missouri

Cities

Clayton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,619,713	$1,615,988	$1,655,241
Revenue	$93,887	$48,383	$121,377
Expenses	$90,181	$87,561	$93,424
Qualifying Distributions	$72,390	$70,149	$73,820
Net Investment Income	$76,096	$33,221	$105,524
Distributable Amount	$88,204	$83,585	$91,551

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include See Statement B ($66,000).

Recipient	Purpose	Amount
SEE STATEMENT B CLAYTON, MO	GENERAL OPERATIONS	$66,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SARA SMITH SHWARTZ	TRUSTEE	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Shwartz Family Foundation?

Shwartz Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CLAYTON, MO. It holds $1.6M in total assets as of 2024.

How large is Shwartz Family Foundation?

As of 2024, Shwartz Family Foundation holds $1.6M in total assets with $94K in annual revenue. It awarded 1 grants totaling $66K in 2024.

Where does Shwartz Family Foundation operate?

Shwartz Family Foundation has awarded grants in Missouri.

What size grants does Shwartz Family Foundation award?

In 2024, Shwartz Family Foundation awarded 1 grants totaling $66K — an average of about $66K per grant, based on its IRS Form 990 filings.

How much is Shwartz Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Shwartz Family Foundation reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.