The Schwartz Family Foundation Inc

Private foundation · Grantmaker Reston, VA EIN: 15-6017667

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.

The Schwartz Family Foundation Inc at a glance

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.

Annual giving (2025)
$571,250
+17.8% vs 2024
Grants made (2025)
7
+40.0% vs 2024
Average grant
$81,607
-15.9% vs 2024
Median grant
$80,000
Total assets
$8,411,824
-2.5% vs 2024
Primary geography
New York (45% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

How to apply to The Schwartz Family Foundation Inc

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.

Contact

Mailing address: 12030 Sunrise Valley Drive 450, Reston, VA 20191
Phone: (703) 437-9720

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Schwartz Family Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Upwardly Global: $150KUpwardly Global$150KSchwab Charitable Fund: $105KSchwab Charitable Fund$105KFJC: $105KFJC$105KHias Economic Advancement Fund: $80KHias Economic Advancement Fund$80KFidelity Investments Charitable Gift Fund: $61KFidelity InvestmentsCharitable Gift Fund$61KVanguard Charitable Endowment Program: $35KVanguard Charitable EndowmentProgram$35KMorgan Stanley Global Impact Funding Trust Inc: $35KMorgan Stanley Global ImpactFunding Trust Inc$35K

The largest 2025 recipient was Upwardly Global ($150K). Together the top 7 received $571K.

Grant Size Distribution

47 grants across all recorded years

35<$50K3$50–100K6$100–250K2$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 35 grants of 47 (74%).

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

12states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

New YorkAuburnNormanRochesterBaltimoreBostonChicagoHarrisonLos AngelesMemphisNashvilleWoodland HillsCambridgeIndianapolisLone TreeOrangeSilver SpringSoutheasternSt AlbansWashington

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K38 grants2019 27 grants2020 24 grants2021 5 grants2022 6 grants2023 5 grants2024 7 grants2025

From 2019 to 2025, annual grant giving ranged from $404K (2020) to $634K (2019). In 2025 it made 7 grants totaling $571K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Upwardly Global New York, NYSupport Ug Job Services Programs$150,000
Schwab Charitable Fund Lone Tree, COGeneral Support$105,000
FJC New York, NYGeneral Support$105,000
Hias Economic Advancement Fund Silver Spring, MDSupport Hias Economic Advancement Fund Entrepreneurship Programs$80,000
Fidelity Investments Charitable Gift Fund Boston, MAGeneral Support$61,250
Vanguard Charitable Endowment Program Southeastern, PAGeneral Support$35,000
Morgan Stanley Global Impact Funding Trust Inc Indianapolis, INGeneral Support$35,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$8,411,824$441,414$661,185$571,2507$659,249$433,480$699,625
2024$8,631,595$431,779$537,314$485,0005$532,477$426,942$643,076
2023$12,185,012$1,350,917$661,053$618,8796$618,879$316,813$582,493
2022$11,495,148$-905,835$586,242$575,0505$575,050$374,252$595,989
2021$12,992,035$1,455,315$638,583$616,50024$616,500$978,910$610,757
2020$12,178,090$600,692$419,508$404,00027—$602,803$553,614
2019$11,993,806$555,805$662,321$634,40038—$527,884$558,759

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

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.

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.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 7, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 20, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Schwartz Family Foundation Inc'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.

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