The Schwartz Family Foundation Inc
The Schwartz Family Foundation Inc is a private foundation based in Reston, Virginia. Its 2025 grants supported charitable organizations and funds, including programs serving immigrant and refugee professionals, entrepreneurship initiatives, and organizations receiving general support.
Key facts about The Schwartz Family Foundation Inc
In short: The Schwartz Family Foundation Inc gave $571K across 7 grants in 2025 (avg $82K), top state New York. Source: 2025 IRS Form 990-PF.
- EIN
- 15-6017667
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $571,250
- Grants made (2025)
- 7
- Average grant
- $81,607
- Median grant
- $80,000
- Total assets
- $8,411,824
- Primary geography
- New York (45% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$8.4M
-2.5% YoY
Annual Giving
$571K
+17.8% YoY
Grant Count
7
+40.0% YoY
Avg Grant Size
$82K
-15.9% YoY
Under IRS private-foundation payout rules, The Schwartz Family Foundation Inc reported a distributable amount of $700K for 2025 — the minimum it must pay out in qualifying distributions.
How The Schwartz Family Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 94% 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.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for Upwardly Global’s job services programs and HIAS Economic Advancement Fund’s entrepreneurship programs, as well as general support for other recipients.
Upwardly Global describes its mission as removing employment barriers for immigrant, refugee, and asylee professionals while advancing the inclusion of their skills in the U.S. economy. HIAS Economic Advancement Fund says it provides financial products and services to low-income individuals, including refugees, their families, and their communities, to promote economic opportunity and financial well-being. FJC describes its work as supporting the nonprofit sector through donor-advised funds, fiscal sponsorship, nonprofit lending, and customized philanthropic solutions. Vanguard Charitable and Morgan Stanley Global Impact Funding Trust describe donor-advised fund programs through which donors can make charitable contributions.
Grantmaking
The foundation reported grants totaling $618,879 across 6 grants in 2023, $485,000 across 5 grants in 2024, and $571,250 across 7 grants in 2025. In 2025, grants ranged from $35,000 to $150,000, with a median of $80,000. The largest awards were $150,000 to Upwardly Global for job services programs; $105,000 each to Schwab Charitable Fund and FJC for general support; and $80,000 to HIAS Economic Advancement Fund for entrepreneurship programs. Other 2025 awards included $61,250 to Fidelity Investments Charitable Gift Fund for general support, and $35,000 each to Vanguard Charitable Endowment Program and Morgan Stanley Global Impact Funding Trust for general support.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with The Schwartz Family Foundation Inc?
Geographic Focus
Where this funder awards grants
In 2025, the reported shares of grant dollars by recipient state were New York, 45%; Colorado, 18%; Maryland, 14%; Massachusetts, 11%; and Pennsylvania, 6%. The listed grants also included a $35,000 award to Morgan Stanley Global Impact Funding Trust in Indiana.
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $404K (2020) to $634K (2019). In 2025 it made 7 grants totaling $571K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Upwardly Global ($150K). Together the top 7 received $571K.
Grant Size Distribution
47 grants across all recorded years
The most common grant size was under $50K: 35 grants of 47 (74%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Upwardly Global New York, NY | Support Ug Job Services Programs | $150,000 |
| Schwab Charitable Fund Lone Tree, CO | General Support | $105,000 |
| FJC New York, NY | General Support | $105,000 |
| Hias Economic Advancement Fund Silver Spring, MD | Support Hias Economic Advancement Fund Entrepreneurship Programs | $80,000 |
| Fidelity Investments Charitable Gift Fund Boston, MA | General Support | $61,250 |
| Vanguard Charitable Endowment Program Southeastern, PA | General Support | $35,000 |
| Morgan Stanley Global Impact Funding Trust Inc Indianapolis, IN | General Support | $35,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Number of grants |
|---|---|---|
| 2023 | $618,879 | 6 |
| 2024 | $485,000 | 5 |
| 2025 | $571,250 | 7 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $8,411,824 | $8,631,595 | $12,185,012 |
| Revenue | $441,414 | $431,779 | $1,350,917 |
| Expenses | $661,185 | $537,314 | $661,053 |
| Qualifying Distributions | $659,249 | $532,477 | $618,879 |
| Net Investment Income | $433,480 | $426,942 | $316,813 |
| Distributable Amount | $699,625 | $643,076 | $582,493 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gregory Ellenoff as president/director, Douglas Ellenoff as vice president/director, Debra S. Ellenoff as secretary/director, and Eric Ellenoff as treasurer/director. Other directors listed are Jeffrey Ellenoff, Nicholas Ellenoff, Scott Ellenoff, Kathryn Day, Bradley W. Schwartz, and Mark Schwartz.
The Schwartz Family Foundation Inc is led by Gregory Ellenoff, President & Director since 2025 (on filings since 2019); none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gregory Ellenoff
President & Director
President & Director → President\director, 2024
President\director → President & Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Bradley W. Schwartz
Director
President & Director → Former President & Director, 2023
Former President & Director → Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Debra S. Ellenoff
Secretary & Director
Secretary & Director → Secretary\director, 2024
Secretary\director → Secretary & Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Douglas Ellenoff
Vice President & Director
Treasurer & Director → Director, 2024
Director → Vice President & Director, 2025
On filings since 2019
1 hr/week
No compensation reported
Eric Ellenoff
Treasurer & Director
Director → Treasurer & Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Jeffrey Ellenoff
Director
On filings since 2019
1 hr/week
No compensation reported
Mark Schwartz
Director
On filings since 2019
1 hr/week
No compensation reported
Nicholas Ellenoff
Director
On filings since 2019
1 hr/week
No compensation reported
Scott Ellenoff
Director
On filings since 2023
1 hr/week
No compensation reported
Kathryn Day
Director
New on the 2025 filing
1 hr/week
No compensation reported
Mark Lang
Director
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Kathryn S. Bierman (2019–2024) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 12030 Sunrise Valley Drive 450, Reston, VA 20191
Phone: (703) 437-9720
Frequently asked questions about The Schwartz Family Foundation Inc
How much does The Schwartz Family Foundation Inc give each year?
The Schwartz Family Foundation Inc gave $571K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $485K across 5 grants.
What is The Schwartz Family Foundation Inc's typical grant size?
The Schwartz Family Foundation Inc's median grant in 2025 was $80,000, and its average grant was $81,607, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Schwartz Family Foundation Inc give grants?
The Schwartz Family Foundation Inc's top state is New York, with 45% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Colorado (18%) and Maryland (14%). The most frequent recipient cities were New York, NY (2 grants).
Does The Schwartz Family Foundation Inc give general operating support?
Yes: 71% of The Schwartz Family Foundation Inc's 2025 grants with a stated purpose (5 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Schwartz Family Foundation Inc's largest grantees?
The Schwartz Family Foundation Inc's largest 2025 grantees include Upwardly Global ($150,000), Schwab Charitable Fund ($105,000) and FJC ($105,000), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is The Schwartz Family Foundation Inc?
The Schwartz Family Foundation Inc reported $8.4M in total assets on its 2025 IRS Form 990-PF. It paid out $659K in qualifying distributions that year, against a required minimum of $700K (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 does The Schwartz Family Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants included support for Upwardly Global’s job services programs and HIAS Economic Advancement Fund’s entrepreneurship programs, as well as general support for other recipients. See mission & focus areas ↑
How do I apply for a grant from The Schwartz Family Foundation Inc?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Schwartz Family Foundation Inc's EIN?
The Schwartz Family Foundation Inc's EIN (Employer Identification Number) is 15-6017667. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Schwartz Family Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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