The Jody and Ira Schwartz Charitable Trust
The Jody and Ira Schwartz Charitable Trust is a private foundation focused on N/A, based in New York, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $65K. Net investment income was $113K.
The Jody and Ira Schwartz Charitable Trust at a glance
In short: The Jody and Ira Schwartz Charitable Trust gave $65K across 1 grant in 2025 (avg $65K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,000
- +18.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $65,000
- +18.2% vs 2024
- Median grant
- $65,000
- Total assets
- $1,117,175
- +4.0% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who The Jody and Ira Schwartz Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Schwartz Family Charitable Fund ($65K).
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 3 grants of 7 (43%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Jody and Ira Schwartz Charitable Trust gives
- Giving fell 51% from 2022 to 2025. Method
- In 2025 it paid out 108% of its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $40K (2023) to $133K (2022). In 2025 it made 1 grant totaling $65K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwartz Family Charitable Fund Cincinnati, OH | Charitable | $65,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,117,175 | $124,546 | $81,775 | $65,000 | 1 | $67,717 | $113,211 | $62,783 |
| 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 Trust reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Jody and Ira Schwartz Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 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, 2020–2025. "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 Jody and Ira Schwartz Charitable Trust
How much does The Jody and Ira Schwartz Charitable Trust give each year?
The Jody and Ira Schwartz Charitable Trust gave $65K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 1 grant.
How large is The Jody and Ira Schwartz Charitable Trust?
The Jody and Ira Schwartz Charitable Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $68K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets).
What is The Jody and Ira Schwartz Charitable Trust?
The Jody and Ira Schwartz Charitable Trust is a private foundation focused on N/A, based in New York, NY. It holds $1.1M in total assets as of 2025.
Where does The Jody and Ira Schwartz Charitable Trust operate?
The Jody and Ira Schwartz Charitable Trust has awarded grants in Florida, New York, Ohio.
What is The Jody and Ira Schwartz Charitable Trust's EIN?
The Jody and Ira Schwartz Charitable Trust's EIN (Employer Identification Number) is 83-6593633. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 11, 2026)
- IRS filings on file for fiscal years 2020–2024
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