The William and Valerie Schwartz Family
The William and Valerie Schwartz Family is a private foundation, based in AVENTURA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 18 grants totaling $99K. Net investment income was $54K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
-2.3% YoY
Annual Giving
$99K
-0.9% YoY
Grant Count
18
+0.0% YoY
Avg Grant Size
$5K
-0.9% YoY
Under IRS private-foundation payout rules, The William and Valerie Schwartz Family reported a distributable amount of $106K for 2024 — the minimum it must pay out in qualifying distributions.
About The William and Valerie Schwartz Family
Based on IRS filings
The William and Valerie Schwartz Family is a private foundation, based in AVENTURA, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 18 grants totaling $99K. Net investment income was $54K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,960,574 | $2,007,638 | $2,069,044 |
| Revenue | $67,324 | $56,024 | $-61,887 |
| Expenses | $114,388 | $117,430 | $133,669 |
| Qualifying Distributions | $98,758 | $99,695 | $112,950 |
| Net Investment Income | $53,944 | $42,178 | $33,806 |
| Distributable Amount | $106,215 | $95,181 | $99,704 |
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
69 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mount Sinai Med Ctr Fdn ($15,000), Museum of the American Revolution ($10,000), Philadelphia Z00 ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONGREGATION RODEPH SHALOM PHILADELPHIA, PA | UNRESTRICTED | $4,310 |
| HURU INTL NEW YORK, NY | UNRESTRICTED | $1,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA PHILADELPHIA, PA | UNRESTRICTED | $7,500 |
| MOUNT SINAI MED CTR FDN MIAMI BEACH, FL | UNRESTRICTED | $15,000 |
| MUSEUM OF THE AMERICAN REVOLUTION PHILADELPHIA, PA | UNRESTRICTED | $10,000 |
| PHILADELPHIA Z00 PHILADELPHIA, PA | UNRESTRICTED | $10,000 |
| PROSTATE CANCER FDN SANTA MONICA, CA | UNRESTRICTED | $10,000 |
| STABLE RECOVERY LEXINGTON, KY | UNRESTRICTED | $1,000 |
| THE SHIPLEY SCHOOL BRYN MAWR, PA | UNRESTRICTED | $8,148 |
| CHOP FOUNDATION PHILADELPHIA, PA | UNRESTRICTED | $7,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM SCHWARTZ | PRESIDENT AND TREASURER | — | — |
| VALERIE SCHWARTZ | VICE PRESIDENT AND SECRETA | — | — |
Frequently Asked Questions
How large is The William and Valerie Schwartz Family?
As of 2024, The William and Valerie Schwartz Family holds $2.0M in total assets with $67K in annual revenue. It awarded 18 grants totaling $99K in 2024.
Where does The William and Valerie Schwartz Family operate?
The William and Valerie Schwartz Family has awarded grants in California, Delaware, Florida, Hawaii, Kentucky, Maine, New Jersey, New York, Pennsylvania.
What size grants does The William and Valerie Schwartz Family award?
In 2024, The William and Valerie Schwartz Family awarded 18 grants totaling $99K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The William and Valerie Schwartz Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William and Valerie Schwartz Family reported a distributable amount of $106K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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