The Nelson Schwab Family Foundation
The Nelson Schwab Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $847K in total assets. In 2024, it awarded 4 grants totaling $65K. Net investment income was $112K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$847K
+5.5% YoY
Annual Giving
$65K
+16.5% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$16K
+45.6% YoY
About The Nelson Schwab Family Foundation
Based on IRS filings
The Nelson Schwab Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHARLOTTE, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $847K in total assets. In 2024, it awarded 4 grants totaling $65K. Net investment income was $112K.
Focus Areas
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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 | $847,424 | $802,986 | $551,818 |
| Revenue | $129,354 | $323,722 | $-4,211 |
| Expenses | $84,916 | $72,554 | $77,180 |
| Qualifying Distributions | $65,228 | $57,900 | $62,675 |
| Net Investment Income | $112,396 | $87,657 | $1,625 |
| Distributable Amount | $80,118 | $59,507 | $55,965 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
32 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 |
|---|---|---|---|
| Nelson Schwab III | President | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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