William and Helen Schwab Foundation Inc

MARTINSVILLE, IN EIN: 27-4235214

William and Helen Schwab Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARTINSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 47 grants totaling $87K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

-2.7% YoY

Annual Giving

$87K

+42.7% YoY

Grant Count

47

+23.7% YoY

Avg Grant Size

$2K

+15.3% YoY

Under IRS private-foundation payout rules, William and Helen Schwab Foundation Inc reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.

About William and Helen Schwab Foundation Inc

Based on IRS filings

William and Helen Schwab Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARTINSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 47 grants totaling $87K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

25states
+17 more states

Cities

AshlandAtlantaAvonBaltimoreBloomingtonBooneBoys TownBrooklynCarmelChicagoCoconut CreekDenverFairfieldFerdinandGarden ValleyGreenwoodHales CornersHendersonHillsdaleIndianapolis

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$59K$117K$176K$235K20202021202220232024
Metric202420232022
Total Assets$1,097,080$1,127,486$1,168,611
Revenue$138,007$136,332$124,794
Expenses$170,293$198,387$137,335
Qualifying Distributions$86,870$60,392$65,523
Net Investment Income$15$19
Distributable Amount$61,142$63,422$58,834

Giving Over Time

Total grant dollars and number of grants per year

$0$22K$43K$65K$87K25 grants202049 grants202152 grants202238 grants202347 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

INDIANA UNIVERSITY$13KST MARTINS$5KCENTER GROVE LACROSSE$5KDESERT ROSE$5KINDIAN CREEK ATHLETICS$5KRED BARN$5KWELLSPRINGS$5KYMCA$5KFALL FOLIAGE FESTIVAL$5KMORGAN COUNTY 4H AUCTION$1K

Grant Size Distribution

209 grants across all recorded years

209<$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 Indiana University ($12,722), St Martins ($5,148), Center Grove Lacrosse ($5,000).

RecipientPurposeAmount
AMERICAN CANCER Indianapolis, INCONTRIBUTION$1,000
ALZHEIMERS ASSOCIATION Chicago, ILCONTRIBUTION$1,000
CENTER GROVE LACROSSE Greenwood, INCONTRIBUTION$5,000
DESERT ROSE Martinsville, INCONTRIBUTION$5,000
MARTINSVILLE NOON LIONS Martinsville, INCONTRIBUTION$100
PARKINSONS FOUNDATION Staten Island, NYCONTRIBUTION$1,000
MHS CHEER Martinsville, INCONTRIBUTION$500
NATIONAL SHRINE OF ST JUDE Chicago, ILCONTRIBUTION$1,000
INDIAN CREEK ATHLETICS Trafalgar, INCONTRIBUTION$5,000
PROJECT K9 HERO Whitwell, TNCONTRIBUTION$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
WILLIAM L SCHWABPRESIDENT1
JANET ARTHURTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is William and Helen Schwab Foundation Inc?

William and Helen Schwab Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MARTINSVILLE, IN. It holds $1.1M in total assets as of 2024.

How large is William and Helen Schwab Foundation Inc?

As of 2024, William and Helen Schwab Foundation Inc holds $1.1M in total assets with $138K in annual revenue. It awarded 47 grants totaling $87K in 2024.

Where does William and Helen Schwab Foundation Inc operate?

William and Helen Schwab Foundation Inc has awarded grants in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Maryland, Michigan, Mississippi, Montana, Nebraska, New Jersey, Nevada, New York, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, Wisconsin.

What size grants does William and Helen Schwab Foundation Inc award?

In 2024, William and Helen Schwab Foundation Inc awarded 47 grants totaling $87K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is William and Helen Schwab Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William and Helen Schwab Foundation Inc reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William and Helen Schwab Foundation Inc's EIN?

William and Helen Schwab Foundation Inc's EIN (Employer Identification Number) is 27-4235214. 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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