The Robert and Mimi Schwartz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BETHESDA, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $559K in total assets. In 2024, it awarded 4 grants totaling $33K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$559K
-3.1% YoY
Annual Giving
$33K
+10.0% YoY
Grant Count
4
+300.0% YoY
Avg Grant Size
$8K
-72.5% YoY
Under IRS private-foundation payout rules, The Robert and Mimi Schwartz reported a distributable amount of $31K for 2024 — the minimum it must pay out in qualifying distributions.
About The Robert and Mimi Schwartz
Based on IRS filings
The Robert and Mimi Schwartz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BETHESDA, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $559K in total assets. In 2024, it awarded 4 grants totaling $33K. Net investment income was $20K.
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 | $558,628 | $576,745 | $597,570 |
| Revenue | $18,445 | $15,277 | $-2,874 |
| Expenses | $40,388 | $36,974 | $37,540 |
| Qualifying Distributions | $33,000 | $30,000 | $30,000 |
| Net Investment Income | $19,685 | $12,595 | $5,041 |
| Distributable Amount | $31,261 | $29,046 | $30,668 |
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
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Juvenile Diabetes Research Fund ($25,000), Unc-kenan Flagler Business School Foundation ($5,500), Pease Academy ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| JUVENILE DIABETES RESEARCH FUND NEW YORK, NY | TYPE 1 DIABETES RESEARCH. | $25,000 |
| UNC-KENAN FLAGLER BUSINESS SCHOOL FOUNDATION CHAPEL HILL, NC | 100 WOMEN INITIATIVE & ENTREPRENEURSHIP CENTER | $5,500 |
| PEASE ACADEMY MINNEAPOLIS, MN | EDUCATION | $1,500 |
| THE LANDON SCHOOL BETHESDA, MD | EDUCATION | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT G SCHWARTZ | OFFICER | 2 | — |
| MIMI E SCHWARTZ | OFFICER | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Robert and Mimi Schwartz?
The Robert and Mimi Schwartz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BETHESDA, MD. It holds $559K in total assets as of 2024.
How large is The Robert and Mimi Schwartz?
As of 2024, The Robert and Mimi Schwartz holds $559K in total assets with $18K in annual revenue. It awarded 4 grants totaling $33K in 2024.
Where does The Robert and Mimi Schwartz operate?
The Robert and Mimi Schwartz has awarded grants in District of Columbia, Maryland, Minnesota, North Carolina, New Jersey, New York, Virginia.
What size grants does The Robert and Mimi Schwartz award?
In 2024, The Robert and Mimi Schwartz awarded 4 grants totaling $33K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Robert and Mimi Schwartz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Robert and Mimi Schwartz reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Robert and Mimi Schwartz's EIN?
The Robert and Mimi Schwartz's EIN (Employer Identification Number) is 37-1955784. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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