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 |
Ready to take the next step with The Jody and Ira Schwartz Charitable?
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
Explore Open Grants
Browse active grant opportunities in The Jody and Ira Schwartz Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in New York
Pirzada Family Foundation
Fremont, CA
Assets
$1.0M
Grants
30
Total Given
$33K
The John L and Corrinne Alpert
New York, NY
Assets
$64K
Grants
40
Total Given
$10K
The Mark and Jane Wilf
Short Hills, NJ
The foundation supports preselected organizations across education and scholarships, hunger relief, arts and culture, and Jewish civil and human rights, with grants ranging from $180 to $1 million and a 2025 median of $3,600. Its 2025 giving went mainly to organizations in Tennessee, New York, Florida, and New Jersey. It does not accept unsolicited funding requests.
Assets
$53.2M
Grants
86
Total Given
$2.2M
The Richard R Howe Foundation
Short Hills, NJ
Assets
$2.9M
Grants
156
Total Given
$120K
Jesse and Joan Kupferberg Family Foundation
Wilmington, DE
The foundation supports higher education, STEM and autism programs, civil rights, anti-hate work, and Jewish community initiatives, with most 2024 grant dollars going to organizations in New York, followed by Massachusetts and the District of Columbia. Its 2024 grants ranged from $1,000 to $80,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$8.7M
Grants
30
Total Given
$501K
Tortimaki Foundation
Wilmington, DE
The Tortimaki Foundation funds a varied mix of charitable organizations, including environmental, food-assistance, children’s, and educational groups, primarily in Connecticut, New York, Massachusetts, and Vermont. Its 2025 grants ranged from $1,000 to $25,000, with a median of $5,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.5M
Grants
36
Total Given
$243K
More similar funders
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Jody and Ira Schwartz Charitable'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.
The Jody and Ira Schwartz Charitable down — hundreds of funders to go?