The Jody and Ira Schwartz Charitable is a private foundation focused on N/A, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $55K. Net investment income was $142K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.1M
+9.3% YoY
Annual Giving
$55K
+37.5% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$55K
+175.0% YoY
Under IRS private-foundation payout rules, The Jody and Ira Schwartz Charitable reported a distributable amount of $66K for 2024 — the minimum it must pay out in qualifying distributions.
About The Jody and Ira Schwartz Charitable
Based on IRS filings
The Jody and Ira Schwartz Charitable is a private foundation focused on N/A, based in NEW YORK, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grants totaling $55K. Net investment income was $142K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,074,022 | $982,913 | $1,019,559 |
| Revenue | $148,768 | $11,317 | $-37,886 |
| Expenses | $62,219 | $46,968 | $143,924 |
| Qualifying Distributions | $55,250 | $40,750 | $132,500 |
| Net Investment Income | $141,799 | $21,939 | $17,782 |
| Distributable Amount | $65,509 | $55,311 | $58,897 |
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
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Schwartz Family Charitable Fund ($55,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SCHWARTZ FAMILY CHARITABLE FUND CINCINNATI, OH | CHARITABLE | $55,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| IRA SCHWARTZ | TRUSTEE | 1 | — |
| JODY SCHWARTZ | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Jody and Ira Schwartz Charitable?
The Jody and Ira Schwartz Charitable is a private foundation focused on N/A, based in NEW YORK, NY. It holds $1.1M in total assets as of 2024.
How large is The Jody and Ira Schwartz Charitable?
As of 2024, The Jody and Ira Schwartz Charitable holds $1.1M in total assets with $149K in annual revenue. It awarded 1 grants totaling $55K in 2024.
Where does The Jody and Ira Schwartz Charitable operate?
The Jody and Ira Schwartz Charitable has awarded grants in Florida, New York, Ohio.
What size grants does The Jody and Ira Schwartz Charitable award?
In 2024, The Jody and Ira Schwartz Charitable awarded 1 grants totaling $55K — an average of about $55K per grant, based on its IRS Form 990 filings.
How much is The Jody and Ira Schwartz Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Jody and Ira Schwartz Charitable reported a distributable amount of $66K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Jody and Ira Schwartz Charitable's EIN?
The Jody and Ira Schwartz Charitable's EIN (Employer Identification Number) is 83-6593633. 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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