The Schwarz Family Foundation

Private foundation · Grantmaker Harbor Springs, MI EIN: 38-3507999

The Schwarz Family Foundation is a private foundation, based in Harbor Springs, MI. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $317K in total assets. In 2025, it awarded 8 grants totaling $30K. Net investment income was $102K.

Key facts about The Schwarz Family Foundation

In short: The Schwarz Family Foundation gave $30K across 8 grants in 2025 (avg $4K), mostly in Michigan. Source: 2025 IRS Form 990-PF.

EIN
38-3507999
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,000
Grants made (2025)
8
Average grant
$3,750
Median grant
$2,000
Total assets
$316,824
Primary geography
Michigan (55% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$317K

+29.6% YoY

Annual Giving

$30K

+54.6% YoY

Grant Count

8

-20.0% YoY

Avg Grant Size

$4K

+93.3% YoY

Under IRS private-foundation payout rules, The Schwarz Family Foundation reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

How The Schwarz Family Foundation gives

  • Giving grew 22% from 2022 to 2025. Method
  • In 2025 it paid out 105% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

Boulder JunctionChicagoPort HuronSanibelColumbusSt ClairAnn ArborHarbor SpringsEast LansingKenilworthPetoskeySterling HeightsEvanstonFort LauderdaleSouthfieldWashington DC

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K7 grants2019 6 grants2020 7 grants2021 10 grants2022 8 grants2023 10 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $15K (2019) to $30K (2025). In 2025 it made 8 grants totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Community Foundation of St Clair County: $11KCommunity Foundation of StClair County$11KAlliance for the Great Lakes: $6KAlliance for the Great Lakes$6KCamp Manitowish-YMCA: $6KCamp Manitowish-YMCA$6KFirst Tee: $2KFirst Tee$2KKids in Distress: $2KKids in Distress$2KMichigan State University: $2KMichigan State University$2KOhio State University: $1KOhio State University$1KWosu Public Media: $500Wosu Public Media$500

The largest 2025 recipient was Community Foundation of St Clair County ($11K). Together the top 8 received $30K.

Grant Size Distribution

43 grants across all recorded years

43<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 43 grants of 43 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Community Foundation of St Clair County Port Huron, MIScholarship Fund$11,000
Alliance for the Great Lakes Chicago, ILPreservation of the Great Lakes.$6,000
Camp Manitowish-YMCA Boulder Junction, WILeadership Development in Boys and Girls.$6,000
First Tee Sterling Heights, MIEnable kids to build strength of character through golf$2,000
Kids in Distress St Clair, MIProvide children and teens with necessary clothing and hygiene items$2,000
Michigan State University East Lansing, MIEducation$1,500
Ohio State University Columbus, OHEducation$1,000
Wosu Public Media Columbus, OHPublic Radio$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$316,824$244,462$251,918
Revenue$102,427$12,022$28,111
Expenses$30,065$19,478$19,026
Qualifying Distributions$30,000$19,400$19,000
Net Investment Income$102,427$12,022$28,111
Distributable Amount$28,575$24,233$20,204

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 28, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 15, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  8. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

The Schwarz Family Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Frank W. Schwarz III

    Trustee

    On filings since 2019

    0.3 hrs/week

    No compensation reported

  • Patricia D. Schwarz

    Trustee

    On filings since 2019

    0.3 hrs/week

    No compensation reported

  • Wendy Crawford Schwarz

    Trustee

    On filings since 2019

    0.3 hrs/week

    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 Schwarz Family Foundation

How much does The Schwarz Family Foundation give each year?

The Schwarz Family Foundation gave $30K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 10 grants.

What is The Schwarz Family Foundation's typical grant size?

The Schwarz Family Foundation's median grant in 2025 was $2,000, and its average grant was $3,750, across 8 grants on its 2025 IRS Form 990-PF.

Where does The Schwarz Family Foundation give grants?

The Schwarz Family Foundation gives mostly in Michigan: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (20%) and Wisconsin (20%). The most frequent recipient cities were Columbus, OH (2 grants).

Does The Schwarz Family Foundation give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on The Schwarz Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.

Who are The Schwarz Family Foundation's largest grantees?

The Schwarz Family Foundation's largest 2025 grantees include Community Foundation of St Clair County ($11,000), Alliance for the Great Lakes ($6,000) and Camp Manitowish-YMCA ($6,000), according to its 2025 IRS Form 990-PF. Together they received 77% of its itemized 2025 grant dollars.

How large is The Schwarz Family Foundation?

The Schwarz Family Foundation reported $317K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).

What is The Schwarz Family Foundation's EIN?

The Schwarz Family Foundation's EIN (Employer Identification Number) is 38-3507999. 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.

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