The Schwartz Family Foundation
The Schwartz Family Foundation is a private foundation, based in Upper Saddle River, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 1 grant totaling $42K. Net investment income was $24K.
The Schwartz Family Foundation at a glance
In short: The Schwartz Family Foundation gave $42K across 1 grant in 2025 (avg $42K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $41,850
- -45.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $41,850
- -45.5% vs 2024
- Median grant
- $41,850
- Total assets
- $2,361,329
- -2.2% vs 2024
- Primary geography
- New Jersey (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Schwartz Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
8 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 8 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Schwartz Family Foundation gives
- Giving fell 79% from 2022 to 2025. Method
- In 2025 it paid out 24% 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
From 2019 to 2025, annual grant giving ranged from $42K (2025) to $290K (2023). In 2025 it made 1 grant totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached List See List, NJ | Education, Arts, Charity | $41,850 |
Ready to take the next step with The Schwartz Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,361,329 | $30,369 | $82,573 | $41,850 | 1 | $41,850 | $23,732 | $177,468 |
| 2024 | $2,413,533 | $90,668 | $115,368 | $76,850 | 1 | $76,850 | $56,975 | $166,296 |
| 2023 | $2,466,371 | $65,075 | $331,851 | $290,000 | 2 | $290,000 | $35,667 | $143,423 |
| 2022 | $2,561,897 | $681,896 | $230,992 | $197,100 | 2 | $197,100 | $652,104 | $133,369 |
| 2021 | $2,027,852 | $133,297 | $173,830 | $132,500 | 2 | $132,500 | $95,672 | $163,326 |
| 2020 | $2,050,505 | $44,346 | $141,373 | $112,750 | 2 | — | $20,739 | $128,921 |
| 2019 | $2,143,032 | $30,472 | $141,777 | $114,600 | 2 | — | $28,234 | $126,481 |
Under IRS private-foundation payout rules, The Schwartz Family Foundation reported a distributable amount of $177K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Schwartz Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Cipora Schwartz
Trustee
On filings since 2019
No compensation reported
Stephen Schwartz
Trustee
On filings since 2019
No compensation reported
Timothy Schwartz
Trustee
On filings since 2019
No compensation reported
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
How much does The Schwartz Family Foundation give each year?
The Schwartz Family Foundation gave $42K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $77K across 1 grant.
How large is The Schwartz Family Foundation?
The Schwartz Family Foundation reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $177K (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.
Where does The Schwartz Family Foundation operate?
The Schwartz Family Foundation has awarded grants in New Jersey, New York.
What is The Schwartz Family Foundation's EIN?
The Schwartz Family Foundation's EIN (Employer Identification Number) is 13-6850719. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 21, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 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 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
Explore Open Grants
Browse active grant opportunities in The Schwartz Family Foundation's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Parker Poe Charitable Trust
Thomasville, GA
The Parker Poe Charitable Trust funds qualified public charities in education, arts, and other charitable areas, with most 2025 grant dollars going to Georgia and additional support in New York and Florida. Its 2025 grants ranged from $1,500 to $120,000, with a median of $10,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$19.2M
Grants
31
Total Given
$826K
Dunard Fund USA Ltd
Northbrook, IL
Dunard Fund USA supports a varied mix of arts, education, and charitable organizations, with most 2024 grant dollars going to recipients in California, followed by New York and Massachusetts. Its 2024 grants ranged from $1,000 to $52.5 million, with a median of $147,300. It gives only to preselected organizations and does not accept unsolicited funding requests.
Assets
$231.8M
Grants
24
Total Given
$65.1M
Comora Family Foundation
New York, NY
The foundation supports a broad range of charitable organizations, including those focused on youth sports, hunger relief, education, health, and the arts. Its 2025 grants ranged from $250 to $195,000, with a median grant of $1,000; 80% of grant dollars went to recipients in New York. It accepts applications in any form with no deadlines or award restrictions; contact Mark S. Comora.
Assets
$1.0M
Grants
27
Total Given
$305K
Spectemur Agendo Inc
Washington, DC
SPECTEMUR AGENDO INC’s 2025 grants supported organizations working in areas including foreign policy, international affairs, reproductive rights, media, human rights, and social justice, with most reported funding going to recipients in Washington, DC and New York. Grants ranged from $15,000 to $60,000, with a median of $40,000; the filing says there is no specific application form or deadline.
Assets
$1.1M
Grants
19
Total Given
$775K
Manitou Fund
White Bear Lake, MN
Manitou Fund supports organizations in areas including education, arts and cultural preservation, tennis, and land conservation, with 2024 grants ranging from $10,000 to $1.75 million and a median of $50,000. Its 2024 grants went mainly to California, Minnesota, New York, Florida, and Rhode Island. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$778.2M
Grants
164
Total Given
$20.1M
MEX-Am Cultural Foundation Inc
New York, NY
Assets
—
Grants
1
Total Given
$33K
More similar funders
More Funders in New Jersey
Cite this profile
Grantable. (2026). The Schwartz Family Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/the-schwartz-family-foundation-morg_859b4f1a54214356b7e6999faee7c5f1
BibTeX
@misc{grantable_136850719_2026,
author = {{Grantable}},
title = {{The Schwartz Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-schwartz-family-foundation-morg_859b4f1a54214356b7e6999faee7c5f1},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Schwartz Family Foundation'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 Schwartz Family Foundation down — hundreds of funders to go?