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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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