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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$102K
-18.7% YoY
Annual Giving
$29K
-99.4% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$15K
-99.7% YoY
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.
About The Schwartz Family Foundation
Based on IRS filings
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.
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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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $102,423 | $126,040 | $4,770,893 |
| Revenue | $17,724 | $171,135 | $5,097,252 |
| Expenses | $41,341 | $4,815,988 | $403,911 |
| Qualifying Distributions | $32,901 | $4,813,876 | $402,006 |
| Net Investment Income | $13,889 | $169,023 | $95,111 |
| Distributable Amount | $35,525 | $174,540 | $113,281 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Iona University ($25,000), Bet Torah Foundation Inc ($4,051).
| Recipient | Purpose | Amount |
|---|---|---|
| Bet Torah Foundation Inc Mount Kisco, NY | GENERAL PURPOSE | $4,051 |
| Iona University New Rochelle, NY | GENERAL PURPOSE | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARK SCHWARTZ | TRUSTEE | 1 | — |
| LISA H SCHWARTZ | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is The Schwartz Family Foundation?
As of 2025, The Schwartz Family Foundation holds $102K in total assets with $18K in annual revenue. It awarded 2 grants totaling $29K in 2025.
Where does The Schwartz Family Foundation operate?
The Schwartz Family Foundation has awarded grants in Illinois, New York.
What size grants does The Schwartz Family Foundation award?
In 2025, The Schwartz Family Foundation awarded 2 grants totaling $29K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is The Schwartz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Schwartz Family Foundation reported a distributable amount of $36K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Schwartz Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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