The Jess and Sheila Schwartz Family

PHOENIX, AZ EIN: 86-0942313

The Jess and Sheila Schwartz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHOENIX, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $18K in total assets. In 2024, it awarded 38 grants totaling $124K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$18K

+126.6% YoY

Annual Giving

$124K

+28.1% YoY

Grant Count

38

+18.8% YoY

Avg Grant Size

$3K

+7.9% YoY

Under IRS private-foundation payout rules, The Jess and Sheila Schwartz Family reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

About The Jess and Sheila Schwartz Family

Based on IRS filings

The Jess and Sheila Schwartz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHOENIX, AZ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $18K in total assets. In 2024, it awarded 38 grants totaling $124K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AgawamCampus VerdeChandlerCharlotteCoronadoEncinoLos AnglesMesaNew YorkPhoenixScottsdaleSkokieTeaneckTempeWalled LakeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$40K$81K$121K$162K20202021202220232024
Metric202420232022
Total Assets$17,869$7,887$3,506
Revenue$143,000$106,700$128,780
Expenses$135,366$107,319$128,372
Qualifying Distributions$135,366$107,319$128,372
Net Investment Income
Distributable Amount$1,035$5,360$193

Giving Over Time

Total grant dollars and number of grants per year

$0$33K$66K$99K$132K2 grants202035 grants202142 grants202232 grants202338 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PHOENIX HEBREW ACADEMY$25KGESHER DISABILITY RESOUR…$13KCJP- CENTER FOR JEWISH P…$8KARIZONA JEWISH HISTORICA…$5KCHABAD OF CORONADO$5KCHABAD OF MESA$5KHILLEL AT ASU$5KJEWISH NATIONAL FUND$5KPHOENIX CHILDREN'S FOUND…$5KYESHIVA HIGH SCHOOL$5K

Grant Size Distribution

149 grants across all recorded years

149<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Phoenix Hebrew Academy ($25,000), Gesher Disability Resources ($13,000), Cjp- Center for Jewish Philanthropy ($8,000).

RecipientPurposeAmount
AMERICAN FRIENDS OF BAR ILAN UNIV NEW YORK, NYGENERAL SUPPORT FOR EDUCATIONAL GOALS.$1,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM NEW YORK, NYGENERAL OPERATIONS$1,000
ANIT-DEFAMATION LEAGUE (ADL) NEW YORK, NYTO CONTINUE COMBATING ANTISEMITISM, COUNTERING EXTREMISM AND BATTLING BIGOTRY WHEREVER AND WHENEVER IT HAPPENS$500
ARIZONA JEWISH HISTORICAL SOCIETY PHOENIX, AZTO SUPPORT PRESERVATION OF THE RICH HERITAGE OF ARIZONA'S JEWISH COMMUNITIES.$5,000
ARIZONA SCIENCE CENTER PHOENIX, AZTO SUPPORT THE INSPIRATION AND EDUCATION OF CURIOUS MINDS THROUGH SCIENCE.$1,000
BBYO WASHINGTON, DCTO HELP TEENS RECLAIM THEIR ADOLESCENCE THROUGH FUN, LAUGHTER, THE POWER OF COMMUNITY, AND THE VALUES OF JEWISH HERITAGE.$1,000
BIRTHRIGHT ISRAEL FOUNDATION NEW YORK, NYTO ASSIST IN CONNECTING JEWISH PARTICIPANTS TO THEIR PAST$1,000
BUREAU OF JEWISH EDUCATION SCOTTSDALE, AZTO PROMOTE AND ENHANCE JEWISH LITERACY AND UNDERSTANDING.$1,000
CAMP RAMAH IN CALIFORNIA ENCINO, CATO CREATE THE NEXT GENERATION OF PROUD JEWS AND STRONG LEADERS IN THE WORLD.$2,000
CHABAD OF CORONADO CORONADO, CACREATE A STRONG JEWISH COMMUNITY FOR THE CORONADO JEWISH COMMUNITY.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SHEILA SCHWARTZPRES/DIR1
LESLEY SCHWARTZ HAMMERDIRECTOR0.1
FRANK L SCHWARTZTREAS/SEC/DIR1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Jess and Sheila Schwartz Family?

The Jess and Sheila Schwartz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PHOENIX, AZ. It holds $18K in total assets as of 2024.

How large is The Jess and Sheila Schwartz Family?

As of 2024, The Jess and Sheila Schwartz Family holds $18K in total assets with $143K in annual revenue. It awarded 38 grants totaling $124K in 2024.

Where does The Jess and Sheila Schwartz Family operate?

The Jess and Sheila Schwartz Family has awarded grants in Arizona, California, District of Columbia, Illinois, Massachusetts, Michigan, North Carolina, New Jersey, New York.

What size grants does The Jess and Sheila Schwartz Family award?

In 2024, The Jess and Sheila Schwartz Family awarded 38 grants totaling $124K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is The Jess and Sheila Schwartz Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jess and Sheila Schwartz Family reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Jess and Sheila Schwartz Family's EIN?

The Jess and Sheila Schwartz Family's EIN (Employer Identification Number) is 86-0942313. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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