The Donna and Marvin Schwartz
The Donna and Marvin Schwartz is a private foundation based in New York, NY. In 2025, it reported 23 grants totaling $9,371,184. The foundation states that it contributes only to preselected charitable organizations and does not accept unsolicited requests for funds.
The Donna and Marvin Schwartz at a glance
In short: The Donna and Marvin Schwartz gave $9.4M across 23 grants in 2025 (avg $407K), mostly in Ohio. 39% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,371,184
- +16.5% vs 2024
- Grants made (2025)
- 23
- -17.9% vs 2024
- Average grant
- $407,443
- +41.8% vs 2024
- Median grant
- $5,000
- Total assets
- $208,272,823
- +3.9% vs 2024
- New grantees (estimate)
- 39% first-time grantees (9 of 23, 2025; small sample)
- Primary geography
- Ohio (77% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Donna and Marvin Schwartz
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and contributes only to preselected charitable organizations.
- Contact
Mailing address: 1290 Ave Of The Americas Fl 40, New York, NY 10104
Phone: (212) 509-6700
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Donna and Marvin Schwartz funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Fidelity Charitable Services ($7.3M). Together the top 10 received $9.3M.
Grant Size Distribution
119 grants across all recorded years
The most common grant size was under $50K: 102 grants of 119 (86%).
Geographic Focus
Where this funder awards grants
In 2025, 77% of grant dollars went to recipients in Ohio and 22% to recipients in New York. The filing also reported grant dollars for recipients in California, Connecticut, and Florida, each accounting for 0% of the total.
Grant Distribution by State
Share of 2025 grant dollars across all 23 itemized grants.
States
Cities
Is The Donna and Marvin Schwartz open to new grantees?
39%
first-time grantees, 2025
In 2025, 9 of 23 grantees (39%) were first-time recipients. With only 23 grantees, that is a small sample: one grantee more or less moves the share by about 4 points. First grants averaged $8K; repeat grants $664K. How we count
Medians: $8K first-time, $5K repeat.
- 39% of 2025 grantees were also funded in 2024. Method
- Giving grew 77% from 2022 to 2025. Method
- In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.0M (2020) to $9.4M (2025). In 2025 it made 23 grants totaling $9.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Services Cincinnati, OH | Charitable Contribution to Public Charity | $7,250,000 |
| Jewish Communal Fund New York, NY | Charitable Contribution to Public Charity | $2,000,000 |
| Mecox Bay Conservancy Water Mill, NY | Charitable Contribution to Public Charity | $25,000 |
| New York Historical Society New York, NY | Charitable Contribution to Public Charity | $13,000 |
| Bedford Audubon Katonah, NY | Charitable Contribution to Public Charity | $10,000 |
| Congregation Kehilath Jeshurun New York, NY | Charitable Contribution to Public Charity | $10,000 |
| Phoenix House Long Island City, NY | Charitable Contribution to Public Charity | $10,000 |
| Troopathon Sacramento, CA | Charitable Contribution to Public Charity | $10,000 |
| American Friends of Petach Brooklyn, NY | Charitable Contribution to Public Charity | $8,000 |
| The Bruce Museum Greenwich, CT | Charitable Contribution to Public Charity | $7,610 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $208,272,823 | $7,668,124 | $9,419,278 | $9,371,184 | 23 | $9,390,184 | $7,462,789 | $11,086,970 |
| 2024 | $200,547,090 | $3,829,902 | $8,119,465 | $8,046,934 | 28 | $8,105,934 | $3,136,107 | $9,293,651 |
| 2023 | $172,943,261 | $1,955,593 | $9,238,745 | $8,865,393 | 22 | $8,868,393 | $3,061,880 | $8,150,710 |
| 2022 | $171,736,054 | $23,739,897 | $5,340,387 | $5,280,634 | 25 | $5,280,634 | $16,553,809 | $8,667,554 |
| 2021 | $162,609,244 | $3,979,189 | $4,267,122 | $4,052,000 | 21 | — | $3,206,320 | $6,463,089 |
| 2020 | $80,083,681 | $13,926,921 | $2,437,823 | $2,040,521 | 44 | — | $11,750,134 | $5,456,741 |
| 2019 | $68,594,583 | $9,058,519 | $4,449,707 | $4,175,620 | 46 | — | $9,646,452 | $5,517,290 |
Under IRS private-foundation payout rules, The Donna and Marvin Schwartz reported a distributable amount of $11.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose own stated missions address areas such as environmental conservation, history, military support, and community services. For example, Mecox Bay Conservancy says it works to understand and improve the water quality of Mecox Bay, while the New-York Historical Society says its mission is to collect, preserve, and interpret material related to U.S. and New York history. Troopathon describes its mission as supporting active-duty service members, military families, and veterans.
Grantmaking
In 2025, the foundation reported 23 grants totaling $9,371,184. Grant amounts ranged from $106 to $7,250,000, with a median of $5,000. The largest reported grants were $7,250,000 to Fidelity Charitable Services and $2,000,000 to Jewish Communal Fund. Other grants included $25,000 to Mecox Bay Conservancy, $13,000 to New York Historical Society, and $10,000 each to Bedford Audubon, Congregation Kehilath Jeshurun, Phoenix House, and Troopathon.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Marvin C. Schwartz and Donna Schwartz as trustees.
The Donna and Marvin Schwartz's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Donna Schwartz
Trustee
On filings since 2019
No compensation reported
Marvin C. Schwartz
Trustee
On filings since 2019
No compensation reported
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 The Donna and Marvin Schwartz
How much does The Donna and Marvin Schwartz give each year?
The Donna and Marvin Schwartz gave $9.4M across 23 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8.0M across 28 grants.
What is The Donna and Marvin Schwartz's typical grant size?
The Donna and Marvin Schwartz's median grant in 2025 was $5,000, and its average grant was $407,443, across 23 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Donna and Marvin Schwartz that year got $8K on average.
Where does The Donna and Marvin Schwartz give grants?
The Donna and Marvin Schwartz gives mostly in Ohio: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (22%). The most frequent recipient cities were New York, NY (6 grants), Long Island City, NY (2 grants), Bedford, NY (2 grants) and Hobe Sound, FL (2 grants).
Who are The Donna and Marvin Schwartz's largest grantees?
The Donna and Marvin Schwartz's largest 2025 grantees include Fidelity Charitable Services ($7,250,000), Jewish Communal Fund ($2,000,000) and Mecox Bay Conservancy ($25,000), according to its 2025 IRS Form 990-PF. Together they received 99% of its itemized 2025 grant dollars.
How large is The Donna and Marvin Schwartz?
The Donna and Marvin Schwartz reported $208.3M in total assets on its 2025 IRS Form 990-PF. It paid out $9.4M in qualifying distributions that year, against a required minimum of $11.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Donna and Marvin Schwartz fund?
No mission statement for the foundation is provided. Its 2025 grants included support for organizations whose own stated missions address areas such as environmental conservation, history, military support, and community services. See mission & focus areas ↑
How do I apply for a grant from The Donna and Marvin Schwartz?
The foundation does not accept unsolicited requests for funds and contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Donna and Marvin Schwartz's EIN?
The Donna and Marvin Schwartz's EIN (Employer Identification Number) is 13-7114848. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Donna and Marvin Schwartz accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 16, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 15, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). The Donna and Marvin Schwartz funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/the-donna-and-marvin-schwartz-morg_19e2a6f1796746849011703160cdb11c
BibTeX
@misc{grantable_137114848_2026,
author = {{Grantable}},
title = {{The Donna and Marvin Schwartz funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-donna-and-marvin-schwartz-morg_19e2a6f1796746849011703160cdb11c},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Donna and Marvin Schwartz's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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