The Montage Foundation Daniel C Schwartz Treasurer
The Montage Foundation Daniel C Schwartz Treasurer is a private foundation, based in Calabasas, CA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 6 grants totaling $393K. Net investment income was $113K.
The Montage Foundation Daniel C Schwartz Treasurer at a glance
In short: The Montage Foundation Daniel C Schwartz Treasurer gave $393K across 6 grants in 2024 (avg $66K), top state California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $393,260
- +1292.1% vs 2023
- Grants made (2024)
- 6
- -40.0% vs 2023
- Average grant
- $65,543
- +2220.1% vs 2023
- Median grant
- $15,000
- Primary geography
- California (47% 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 Montage Foundation Daniel C Schwartz Treasurer funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
The largest 2024 recipient was Jewish Community Foundation Los Angeles ($176K). Together the top 6 received $393K.
Grant Size Distribution
52 grants across all recorded years
The most common grant size was under $50K: 50 grants of 52 (96%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 6 itemized grants.
Cities
How The Montage Foundation Daniel C Schwartz Treasurer gives
- Giving grew 1648% from 2021 to 2024. Method
- In 2024 it paid out well above 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 2024, annual grant giving ranged from $18K (2020) to $393K (2024). In 2024 it made 6 grants totaling $393K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Community Foundation Los Angeles Los Angeles, CA | Schwartz family foundation fund and daniel & ronit schwartz charitable fund | $176,130 |
| Schwab Charitable Fund Omaha, NE | Fisher-schwartz family charitable fund and schwartz family foundation fund | $176,130 |
| Reach Inc Bozeman, MT | General Support | $20,000 |
| New Musicals Inc North Hollywood, CA | To Support Women Making Music | $10,000 |
| Theater Resources Unlimited Inc New York, NY | Provide info and assistance to writers, directors and performers | $10,000 |
| Acre Chicago, IL | To Support Artist Residencies | $1,000 |
Ready to take the next step with The Montage Foundation Daniel C Schwartz Treasurer?
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 | — | $116,093 | $406,599 | $393,260 | 6 | $403,027 | $112,718 | $15,550 |
| 2023 | $290,506 | $18,386 | $39,532 | $28,250 | 10 | $35,304 | $14,160 | $17,463 |
| 2022 | $311,132 | $9,271 | $29,358 | $19,200 | 13 | $19,225 | $178 | $18,723 |
| 2021 | $331,191 | $46,617 | $31,784 | $22,500 | 12 | $22,500 | $37,386 | $21,376 |
| 2020 | $317,267 | $11,781 | $26,050 | $18,000 | 11 | — | $3,844 | $18,398 |
Under IRS private-foundation payout rules, The Montage Foundation Daniel C Schwartz Treasurer reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Montage Foundation Daniel C Schwartz Treasurer is led by Rick L. Schwartz, President & Trustee since 2023 (on filings since 2020); none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Rick L. Schwartz
President & Trustee
President → President & Trustee, 2023
On filings since 2020
1 hr/week
No compensation reported
Daniel C. Schwartz
Trustee & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Deidra Schweitzer
Trustee
On filings since 2020
1 hr/week
No compensation reported
James M. Eisenman
Trustee
On filings since 2020
1 hr/week
No compensation reported
Stacey A. Schwartz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Linda D. Fisher
Secretary
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 Montage Foundation Daniel C Schwartz Treasurer
How much does The Montage Foundation Daniel C Schwartz Treasurer give each year?
The Montage Foundation Daniel C Schwartz Treasurer gave $393K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $28K across 10 grants.
What is The Montage Foundation Daniel C Schwartz Treasurer's typical grant size?
The Montage Foundation Daniel C Schwartz Treasurer's median grant in 2024 was $15,000, and its average grant was $65,543, across 6 grants on its 2024 IRS Form 990-PF.
Where does The Montage Foundation Daniel C Schwartz Treasurer give grants?
The Montage Foundation Daniel C Schwartz Treasurer's top state is California, with 47% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Nebraska (45%) and Montana (5%).
Does The Montage Foundation Daniel C Schwartz Treasurer give general operating support?
Yes: 17% of The Montage Foundation Daniel C Schwartz Treasurer's 2024 grants with a stated purpose (1 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Montage Foundation Daniel C Schwartz Treasurer's largest grantees?
The Montage Foundation Daniel C Schwartz Treasurer's largest 2024 grantees include Jewish Community Foundation Los Angeles ($176,130), Schwab Charitable Fund ($176,130) and Reach Inc ($20,000), according to its 2024 IRS Form 990-PF. Together they received 95% of its itemized 2024 grant dollars.
How much is The Montage Foundation Daniel C Schwartz Treasurer required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Montage Foundation Daniel C Schwartz Treasurer reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Montage Foundation Daniel C Schwartz Treasurer's EIN?
The Montage Foundation Daniel C Schwartz Treasurer's EIN (Employer Identification Number) is 27-1272655. 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 Montage Foundation Daniel C Schwartz Treasurer's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Karen and Russell Goldsmith Family Charitable
Beverly Hills, CA
The foundation supports a varied range of charitable organizations, including Jewish community services, health care, journalism, anti-hate work, gun-violence prevention, and criminal justice reform. In 2025, grants ranged from $100 to $200,000, with a median of $6,000; recipients were primarily in California, followed by Washington, DC, and New York. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$14.9M
Grants
23
Total Given
$616K
Gannett Foundation Inc
New York, NY
Gannett Foundation’s 2025 grants supported a range of organizations, with listed awards generally between $1,500 and $2,500, though the available figures do not establish a typical grant size or geographic focus. The foundation has wound down: its 2026 filing reports no grants or assets, and no current application process or acceptance of unsolicited requests is stated.
Assets
—
Grants
32
Total Given
$65K
Anthony-Maymudes Family Foundation
Seattle, WA
The Anthony-Maymudes Family Foundation supports charitable organizations working in health, education, inclusive children’s programs, community services, arts, and conservation, with 2025 grants concentrated in Washington and Massachusetts and some in Hawaii. Its 43 grants ranged from $500 to $15,000, with a median of $2,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$2.2M
Grants
43
Total Given
$184K
Gofundmeorg
West Hollywood, CA
GoFundMe.org funds individuals and nonprofits addressing crises, natural disasters, social inequalities, and related needs such as refugee support, education, and disaster relief. In 2025, grants ranged from $5,493 to $1.5 million, with a median of about $26,000; funding was concentrated in California, though it also supported recipients elsewhere. The profile does not state whether it accepts unsolicited requests.
Assets
$9.2M
Grants
75
Total Given
$7.2M
The Sheri and Les Biller Family Foundation
Seattle, WA
The Sheri and Les Biller Family Foundation supports supportive care for people with serious illnesses, social impact theatre, and workforce development and career and technical education across the United States; its theatre program focuses on Western states. In 2024, grants ranged from $150 to $2 million, with a median of $10,000. It generally does not accept unsolicited requests, but its Social Impact Theatre Grant Program has a separate application cycle.
Assets
$7.1M
Grants
82
Total Given
$4.8M
Orange County Community Foundation
Irvine, CA
The Orange County Community Foundation supports a wide range of causes, including human services, education, health, arts, the environment, and community development, primarily in Orange County and also beyond. Its 2025 grants had a median of $25,000, though amounts varied widely; it does not accept unsolicited requests.
Assets
$743.6M
Grants
975
Total Given
$120.4M
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Montage Foundation Daniel C Schwartz Treasurer'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 Montage Foundation Daniel C Schwartz Treasurer down — hundreds of funders to go?