The Nelson Schwab Family Foundation
The Nelson Schwab Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $847K in total assets. In 2024, it awarded 4 grants totaling $65K. Net investment income was $112K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$847K
+5.5% YoY
Annual Giving
$65K
+16.5% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$16K
+45.6% YoY
Under IRS private-foundation payout rules, The Nelson Schwab Family Foundation reported a distributable amount of $80K for 2024 — the minimum it must pay out in qualifying distributions.
About The Nelson Schwab Family Foundation
Based on IRS filings
The Nelson Schwab Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $847K in total assets. In 2024, it awarded 4 grants totaling $65K. Net investment income was $112K.
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 | $847,424 | $802,986 | $551,818 |
| Revenue | $129,354 | $323,722 | $-4,211 |
| Expenses | $84,916 | $72,554 | $77,180 |
| Qualifying Distributions | $65,228 | $57,900 | $62,675 |
| Net Investment Income | $112,396 | $87,657 | $1,625 |
| Distributable Amount | $80,118 | $59,507 | $55,965 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Foundation For The Carolinas ($25,000), Christ Episcopal Church Fdn Inc ($20,000), Teton Literacy Center ($15,228).
| Recipient | Purpose | Amount |
|---|---|---|
| St John's Episcopal Church Jackson, WY | General Purpose | $5,000 |
| Foundation For The Carolinas Charlotte, NC | General Purpose | $25,000 |
| Christ Episcopal Church Fdn Inc Charlotte, NC | General Purpose | $20,000 |
| Teton Literacy Center Jackson, WY | General Purpose | $15,228 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Nelson Schwab III | President | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Nelson Schwab Family Foundation?
The Nelson Schwab Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. It holds $847K in total assets as of 2024.
How large is The Nelson Schwab Family Foundation?
As of 2024, The Nelson Schwab Family Foundation holds $847K in total assets with $129K in annual revenue. It awarded 4 grants totaling $65K in 2024.
Where does The Nelson Schwab Family Foundation operate?
The Nelson Schwab Family Foundation has awarded grants in Georgia, Maryland, Montana, North Carolina, New York, Oregon, Wyoming.
What size grants does The Nelson Schwab Family Foundation award?
In 2024, The Nelson Schwab Family Foundation awarded 4 grants totaling $65K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is The Nelson Schwab Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Nelson Schwab Family Foundation reported a distributable amount of $80K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Nelson Schwab Family Foundation's EIN?
The Nelson Schwab Family Foundation's EIN (Employer Identification Number) is 20-5868137. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Nelson Schwab Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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