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. 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 grant totaling $55K. Net investment income was $142K.
The Jody and Ira Schwartz Charitable at a glance
In short: The Jody and Ira Schwartz Charitable gave $55K across 1 grant in 2024 (avg $55K), mostly in Ohio. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $55,000
- +37.5% vs 2023
- Grants made (2024)
- 1
- -50.0% vs 2023
- Average grant
- $55,000
- +175.0% vs 2023
- Median grant
- $55,000
- Total assets
- $1,074,022
- +9.3% vs 2023
- Primary geography
- Ohio (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Jody and Ira Schwartz Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Schwartz Family Charitable Fund ($55K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 4 grants of 7 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
Cities
How The Jody and Ira Schwartz Charitable gives
- Giving fell 37% from 2021 to 2024. Method
- In 2024 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $40K (2023) to $133K (2022). In 2024 it made 1 grant totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwartz Family Charitable Fund Cincinnati, OH | Charitable | $55,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,074,022 | $148,768 | $62,219 | $55,000 | 1 | $55,250 | $141,799 | $65,509 |
| 2023 | $982,913 | $11,317 | $46,968 | $40,000 | 2 | $40,750 | $21,939 | $55,311 |
| 2022 | $1,019,559 | $-37,886 | $143,924 | $132,500 | 2 | $132,500 | $17,782 | $58,897 |
| 2021 | $1,201,369 | $183,504 | $96,441 | $88,000 | 1 | $88,000 | $176,491 | $79,713 |
| 2020 | $1,114,306 | $72,598 | $69,539 | $47,280 | 1 | — | $65,464 | $59,419 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Jody and Ira Schwartz Charitable's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Ira Schwartz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jody 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 Jody and Ira Schwartz Charitable
How much does The Jody and Ira Schwartz Charitable give each year?
The Jody and Ira Schwartz Charitable gave $55K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $40K across 2 grants.
How large is The Jody and Ira Schwartz Charitable?
The Jody and Ira Schwartz Charitable reported $1.1M in total assets on its 2024 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $66K (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 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.
Where does The Jody and Ira Schwartz Charitable operate?
The Jody and Ira Schwartz Charitable has awarded grants in Florida, New York, Ohio.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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