The Tillie Jennie & Harold Schwartz

SARASOTA, FL EIN: 31-1471764

The Tillie Jennie & Harold Schwartz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 20 grants totaling $122K. Net investment income was $75K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-3.0% YoY

Annual Giving

$122K

+0.8% YoY

Grant Count

20

-47.4% YoY

Avg Grant Size

$6K

+91.6% YoY

Under IRS private-foundation payout rules, The Tillie Jennie & Harold Schwartz reported a distributable amount of $126K for 2024 — the minimum it must pay out in qualifying distributions.

About The Tillie Jennie & Harold Schwartz

Based on IRS filings

The Tillie Jennie & Harold Schwartz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 20 grants totaling $122K. Net investment income was $75K.

Ready to take the next step with The Tillie Jennie & Harold Schwartz?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

18states
+10 more states

Cities

AlexandriaBabson ParkBaton RougeBel AirBoca RatonBooneBoys RanchBradentonCaryCedar FallsChestnut HillChicagoClearwaterClermontCollege ParkCoronaDes MoinesElizabethtonEnglewoodEugene

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$83K$166K$249K$332K20202021202220232024
Metric202420232022
Total Assets$2,190,765$2,257,454$2,511,989
Revenue$120,323$84,775$39,752
Expenses$194,676$220,751$229,294
Qualifying Distributions$151,598$155,581$184,141
Net Investment Income$74,755$26,138
Distributable Amount$126,331$120,644$138,935

Giving Over Time

Total grant dollars and number of grants per year

$0$40K$80K$119K$159K51 grants202047 grants202150 grants202238 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

JACKSONVILLE UNIVERSITY$20KCOMBAT VETERANS MOTORCYC…$12KJU SPORTING CLAYS SKEET …$11KLOYOLA UNIVERSITY OF CHI…$10KSARASOTA MEMORIAL HEALTH…$10KSEND A KID TO CAMP FOUND…$10KHARVEST HOUSE$6KEASTER SEALS OF SW FLORIDA$5KLIFELINE PRODUCTIONS INC$5KNEW COLLEGE FOUNDATION$5K

Grant Size Distribution

205 grants across all recorded years

205<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jacksonville University ($20,000), Combat Veterans Motorcycle Association Cvma ($12,000), Ju Sporting Clays Skeet & Trap Team ($11,000).

RecipientPurposeAmount
ADVENTURE FOR ALL SARASOTA, FLUNRESTRICTED$3,000
BRIAN BILL FOUNDATION ST PETERSBURG, FLUNRESTRICTED$2,500
COMBAT VETERANS MOTORCYCLE ASSOCIATION CVMA ROCK HILL, SCUNRESTRICTED$12,000
DUCKS UNLIMITED INC MEMPHIS, TNUNRESTRICTED$3,000
EASTER SEALS OF SW FLORIDA SARASOTA, FLUNRESTRICTED$5,000
HARVEST HOUSE BEL AIR, MDUNRESTRICTED$6,250
JACKSONVILLE UNIVERSITY JACKSONVILLE, FLUNRESTRICTED$20,000
JU SPORTING CLAYS SKEET & TRAP TEAM NOKOMIS, FLUNRESTRICTED$11,000
LIFELINE PRODUCTIONS INC CHICAGO, ILUNRESTRICTED$5,000
LOVELAND CENTER INC VENICE, FLUNRESTRICTED$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID S BANDDIRECTOR, PRESIDENT AND TR
MYRNA BANDDIRECTOR AND SECRETARY
CHAD GATESDIRECTOR AND VICE PRESIDEN
GEORGE DRAMISDIRECTOR AND VICE PRESIDEN

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Tillie Jennie & Harold Schwartz?

The Tillie Jennie & Harold Schwartz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SARASOTA, FL. It holds $2.2M in total assets as of 2024.

How large is The Tillie Jennie & Harold Schwartz?

As of 2024, The Tillie Jennie & Harold Schwartz holds $2.2M in total assets with $120K in annual revenue. It awarded 20 grants totaling $122K in 2024.

Where does The Tillie Jennie & Harold Schwartz operate?

The Tillie Jennie & Harold Schwartz has awarded grants in California, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Kentucky, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Oregon, South Carolina, Tennessee, Virginia.

What size grants does The Tillie Jennie & Harold Schwartz award?

In 2024, The Tillie Jennie & Harold Schwartz awarded 20 grants totaling $122K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is The Tillie Jennie & Harold Schwartz required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Tillie Jennie & Harold Schwartz reported a distributable amount of $126K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Tillie Jennie & Harold Schwartz's EIN?

The Tillie Jennie & Harold Schwartz's EIN (Employer Identification Number) is 31-1471764. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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