The Stephen & Carole Schwartz
The Stephen & Carole Schwartz Foundation is a private foundation established in 2010 and based in New York City. The foundation is designated as a 501(c)(3) organization and operates as an independent grantmaking foundation.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.9M
+17.8% YoY
Annual Giving
$457K
+11.8% YoY
Grant Count
46
+0.0% YoY
Avg Grant Size
$10K
+11.8% YoY
Under IRS private-foundation payout rules, The Stephen & Carole Schwartz reported a distributable amount of $536K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation provides grants to support organizations across multiple sectors, with primary funding interests in:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Animal Protection and Welfare
- Environmental Conservation
- Theater and the Arts
Grantmaking
The foundation made 25 grants in 2024, with total giving of $456,800. Typical grant awards range from $500 to $300,000.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on New York, Connecticut, and Ohio.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $5,891,845
- Total Revenues: $1,670,387
- Total Expenses: $544,117
- Total Giving: $456,800
As of 2023:
- Total Assets: $5,000,000
- Total Revenues: $783,000
- Total Expenses: $481,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,891,845 | $5,000,521 | $5,025,205 |
| Revenue | $1,670,387 | $782,633 | $180,899 |
| Expenses | $544,117 | $480,908 | $452,530 |
| Qualifying Distributions | $461,934 | $412,675 | $369,749 |
| Net Investment Income | $1,588,204 | $655,698 | $139,208 |
| Distributable Amount | $536,119 | $421,652 | $414,007 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
189 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Bay St Theater ($75,000), Brigham and Women's Hospital ($25,000), Climate Emergency Fund ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A NEW CHANCE ANIMAL RESCUE BEDFORD HILLS, NY | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $15,000 |
| ACKERMAN INST NEW YORK, NY | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 |
| ACLU NEW YORK, NY | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 |
| ACT OF CT RIDGEFIELD, CT | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $5,000 |
| BANK STREET COLLEGE OF EDUCATION NEW YORK, NY | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 |
| BAY ST THEATER SAG HARBOR, NY | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $75,000 |
| BEST FRIENDS ANIMAL SOCIETY NEW YORK, NY | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 |
| BRIGHAM AND WOMEN'S HOSPITAL BOSTON, MA | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $25,000 |
| CAREPARK HOME CARE NEW YORK, NY | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $10,000 |
| CINCINNATI ZOO & BOTANICAL GARDEN CINCINNATI, OH | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN L SCHWARTZ | PRESIDENT/DIRECTOR | 1 | — |
| CAROLE A SCHWARTZ | SECRETARY/TREASURER/DIRECT | 1 | — |
| SCOTT SCHWARTZ | DIRECTOR | 1 | — |
Contact Information
Address: c/o Cohnreznick, 1301 6th Avenue, 10th Floor, New York, NY 10019
Telephone: 212-727-2300
EIN: 27-1557290
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Stephen & Carole Schwartz fund?
The foundation provides grants to support organizations across multiple sectors, with primary funding interests in: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Animal Protection and Welfare • Environmental Conservation • Theater and the Arts
How do I apply for a grant from The Stephen & Carole Schwartz?
**Grant Activity & Amounts** The foundation made 25 grants in 2024, with total giving of $456,800. Typical grant awards range from $500 to $300,000. **Recent Grant Examples (2024)** • Professional Nurses Chapter of the Brigham and Women's Hospital: $25,000 • Rainforest Foundation: $20,000 • Climate Emergency Fund: $20,000 • A New Chance Animal Rescue: $15,000 The foundation provides unrestricted grants to further grantees' exempt purposes.
Where does The Stephen & Carole Schwartz make grants?
The foundation's grantmaking focuses primarily on New York, Connecticut, and Ohio.
What size grants does The Stephen & Carole Schwartz award?
In 2024, The Stephen & Carole Schwartz awarded 46 grants totaling $457K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is The Stephen & Carole Schwartz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Stephen & Carole Schwartz reported a distributable amount of $536K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Stephen & Carole Schwartz's EIN?
The Stephen & Carole Schwartz's EIN (Employer Identification Number) is 27-1557290. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.