The William and Valerie Schwartz Family
The William and Valerie Schwartz Family is a private foundation based in Aventura, Florida. In its 2025 filing, it reported giving grants to charitable organizations, with the largest listed awards going to organizations in Pennsylvania.
The William and Valerie Schwartz Family at a glance
In short: The William and Valerie Schwartz Family gave $97K across 13 grants in 2025 (avg $7K), mostly in Pennsylvania. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $97,485
- -1.3% vs 2024
- Grants made (2025)
- 13
- -27.8% vs 2024
- Average grant
- $7,499
- +36.7% vs 2024
- Median grant
- $4,485
- Total assets
- $1,949,384
- -0.6% vs 2024
- New grantees (estimate)
- 31% first-time grantees (4 of 13, 2025; small sample)
- Primary geography
- Pennsylvania (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The William and Valerie Schwartz Family
- How to Apply
-
The filing names William Schwartz as the contact and requests an applicant’s own letter describing the charitable or exempt purpose. It states that there are no restrictions on awards provided the organization qualifies under IRC Section 510(C)(3).
- Contact
Application contact: William Schwartz
Mailing address: 20155 Ne 38Th Court Apt 2802, Aventura, FL 33180
Phone: (610) 520-1889
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The William and Valerie Schwartz Family funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Museum of the American Revolution ($30K). Together the top 10 received $94K.
Grant Size Distribution
74 grants across all recorded years
The most common grant size was under $50K: 72 grants of 74 (97%).
Geographic Focus
Where this funder awards grants
The foundation is based in Aventura, Florida. In 2025, 80% of its grant dollars went to recipients in Pennsylvania, 10% to Florida, 5% to California, 2% to New York, and 1% to Maine.
Grant Distribution by State
Share of 2025 grant dollars across all 13 itemized grants.
Cities
Is The William and Valerie Schwartz Family open to new grantees?
31%
first-time grantees, 2025
In 2025, 4 of 13 grantees (31%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $1K; repeat grants $10K. How we count
Medians: $1K first-time, $5K repeat.
- 54% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $85K (2021) to $113K (2022). In 2025 it made 13 grants totaling $97K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Museum of the American Revolution Philadelphia, PA | Unrestricted | $30,000 |
| Jewish Federation of Greater Philadelphia Philadelphia, PA | Unrestricted | $23,000 |
| The Shipley School Bryn Mawr, PA | Unrestricted | $12,500 |
| Mount Sinai Med Ctr Fdn Miami Beach, FL | Unrestricted | $10,000 |
| Chop Foundation Philadelphia, PA | Unrestricted | $5,000 |
| Prostate Cancer Fdn Santa Monica, CA | Unrestricted | $5,000 |
| Congregation Rodeph Shalom Philadelphia, PA | Unrestricted | $4,485 |
| The Academy of Music Philadelphia, PA | Unrestricted | $2,000 |
| Spark Youth NYC New York, NY | Unrestricted | $1,500 |
| Camp Sunshine Casco, ME | Unrestricted | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,949,384 | $102,580 | $113,770 | $97,485 | 13 | $97,485 | $88,545 | $112,011 |
| 2024 | $1,960,574 | $67,324 | $114,388 | $98,758 | 18 | $98,758 | $53,944 | $106,215 |
| 2023 | $2,007,638 | $56,024 | $117,430 | $99,695 | 18 | $99,695 | $42,178 | $95,181 |
| 2022 | $2,069,044 | $-61,887 | $133,669 | $112,950 | 14 | $112,950 | $33,806 | $99,704 |
| 2021 | $2,264,600 | $537,898 | $98,179 | $84,545 | 11 | $84,545 | $525,869 | $107,336 |
| 2020 | $1,824,881 | $35,734 | $88,830 | $85,450 | 8 | — | $33,947 | $99,105 |
Under IRS private-foundation payout rules, The William and Valerie Schwartz Family reported a distributable amount of $112K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations including a museum, a Jewish federation, a school, medical and health-related organizations, a congregation, arts organizations, and a youth organization. The Museum of the American Revolution describes its mission as sharing stories about the diverse people and complex events that sparked America’s ongoing experiment in equality and self-government; that is the museum’s mission, not a stated mission of the foundation.
Grantmaking
In 2025, the foundation reported 13 grants totaling $97,485. Grant amounts ranged from $1,000 to $30,000, with a median of $4,485. Notable grants included $30,000 to the Museum of the American Revolution, $23,000 to the Jewish Federation of Greater Philadelphia, $12,500 to The Shipley School, $10,000 to Mount Sinai Medical Center Foundation, and $5,000 each to CHOP Foundation and the Prostate Cancer Foundation. The listed grants were designated unrestricted.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists William Schwartz as president and treasurer and Valerie Schwartz as vice president and “SECRETA.”
The William and Valerie Schwartz Family is led by William Schwartz, President & Treasurer on every filing since 2020; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
William Schwartz
President & Treasurer
On filings since 2020
No compensation reported
Valerie Schwartz
Vice President & Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 William and Valerie Schwartz Family
How much does The William and Valerie Schwartz Family give each year?
The William and Valerie Schwartz Family gave $97K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $99K across 18 grants.
What is The William and Valerie Schwartz Family's typical grant size?
The William and Valerie Schwartz Family's median grant in 2025 was $4,485, and its average grant was $7,499, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The William and Valerie Schwartz Family that year got $1K on average.
Where does The William and Valerie Schwartz Family give grants?
The William and Valerie Schwartz Family gives mostly in Pennsylvania: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (10%) and California (5%). The most frequent recipient cities were Philadelphia, PA (6 grants).
Does The William and Valerie Schwartz Family give general operating support?
Yes: 100% of The William and Valerie Schwartz Family's 2025 grants with a stated purpose (13 of 13) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The William and Valerie Schwartz Family's largest grantees?
The William and Valerie Schwartz Family's largest 2025 grantees include Museum of the American Revolution ($30,000), Jewish Federation of Greater Philadelphia ($23,000) and The Shipley School ($12,500), according to its 2025 IRS Form 990-PF. Together they received 67% of its itemized 2025 grant dollars.
How large is The William and Valerie Schwartz Family?
The William and Valerie Schwartz Family reported $1.9M in total assets on its 2025 IRS Form 990-PF. It paid out $97K in qualifying distributions that year, against a required minimum of $112K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The William and Valerie Schwartz Family fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations including a museum, a Jewish federation, a school, medical and health-related organizations, a congregation, arts organizations, and a youth organization. See mission & focus areas ↑
How do I apply for a grant from The William and Valerie Schwartz Family?
The filing names William Schwartz as the contact and requests an applicant’s own letter describing the charitable or exempt purpose. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The William and Valerie Schwartz Family's EIN?
The William and Valerie Schwartz Family's EIN (Employer Identification Number) is 81-4765542. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
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Cite this profile
Grantable. (2026). The William and Valerie Schwartz Family funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/the-william-and-valerie-schwartz-family-morg_fe04bdf9cf6c4fcfa961462537d5c7a5
BibTeX
@misc{grantable_814765542_2026,
author = {{Grantable}},
title = {{The William and Valerie Schwartz Family funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-william-and-valerie-schwartz-family-morg_fe04bdf9cf6c4fcfa961462537d5c7a5},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The William and Valerie Schwartz Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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