The Schwartz Family Foundation
The Schwartz Family Foundation is a private foundation, based in Bedford Hills, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $102K in total assets. In 2025, it awarded 2 grants totaling $29K. Net investment income was $14K.
The Schwartz Family Foundation at a glance
In short: The Schwartz Family Foundation gave $29K across 2 grants in 2025 (avg $15K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $29,051
- -99.4% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $14,526
- -99.7% vs 2024
- Median grant
- $14,526
- Total assets
- $102,423
- -18.7% vs 2024
- Primary geography
- New York (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
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Iona University ($25K). Together the top 2 received $29K.
Grant Size Distribution
7 grants across all recorded years
The most common grant size was under $50K: 4 grants of 7 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How The Schwartz Family Foundation gives
- Giving fell 97% from 2022 to 2025. Method
- In 2025 it paid out 93% 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 2020 to 2025, annual grant giving ranged from $6K (2021) to $11.9M (2020). In 2025 it made 2 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Iona University New Rochelle, NY | General Purpose | $25,000 |
| Bet Torah Foundation Inc Mount Kisco, NY | General Purpose | $4,051 |
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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 | $102,423 | $17,724 | $41,341 | $29,051 | 2 | $32,901 | $13,889 | $35,525 |
| 2024 | $126,040 | $171,135 | $4,815,988 | $4,811,500 | 1 | $4,813,876 | $169,023 | $174,540 |
| 2023 | $4,770,893 | $5,097,252 | $403,911 | $400,000 | 1 | $402,006 | $95,111 | $113,281 |
| 2022 | $77,552 | $11,487 | $988,490 | $984,375 | 1 | $986,687 | $9,685 | $35,163 |
| 2021 | $110,080 | $20,772 | $11,973 | $5,763 | 2 | — | $15,247 | $46,335 |
| 2020 | $101,282 | $2,917,759 | $11,943,536 | $11,931,931 | 2 | — | $103,232 | $207,747 |
Under IRS private-foundation payout rules, The Schwartz Family Foundation reported a distributable amount of $36K 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 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lisa H. Schwartz
Trustee
Trustee & Part-Time → Trustee, 2022
On filings since 2020
1 hr/week
No compensation reported
Mark Schwartz
Trustee
Trustee & Part-Time → Trustee, 2022
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 $29K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4.8M across 1 grant.
How large is The Schwartz Family Foundation?
The Schwartz Family Foundation reported $102K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $36K (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 Illinois, New York.
What is The Schwartz Family Foundation's EIN?
The Schwartz Family Foundation's EIN (Employer Identification Number) is 13-3632755. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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