Funder DirectoryEUGENE P SCHWARTZ FAMILY FOUNDATION
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Private foundation (trust)EIN 596877865Est. 1987-05

EUGENE P SCHWARTZ FAMILY FOUNDATION

NORWOOD, MA 02062

Total Assets

$551K

FY 2023

Annual Giving

$29K

FY 2023

Grants Made

44

FY 2023

Avg Grant

$670

FY 2023

Grant Range

$150–$3K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$211K

Total Expenses

$35K

Qualifying Distributions

$30K

Distributable Amount

$23K

Min. Investment Return

$26K

Undistributed Income

$22K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

44 grants

Grant sizes from minimum $150 through median $500 to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $29K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

130 grants

TEMPLE BETH-EL
$28K
5 grants
TEMPLE BETH SHALOM
$6K
2 grants
JEWISH ALLIANCE OF GREATER RI
$5K
5 grants
BUTLER HOSPITAL FOUNDATION
$3K
3 grants
ALZHEIMER'S ASSOCIATION
$3K
4 grants
BOSTON UNIVERSITY SCHOOL OF LAW
$3K
4 grants
MEMORIAL SLOAN-KETTERING CANCER CENTER
$2K
3 grants
MAKE A WISH SUFFOLK COUNTY NY
$2K
3 grants

Grant Size Distribution

129 grants

<$10K
129
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

New York
$42K
49% of total
Rhode Island
$27K
31% of total
Massachusetts
$6K
7% of total
District of Columbia
$4K
5% of total
Tennessee
$3K
3% of total
New Hampshire
$1K
1% of total
Ohio
$1K
1% of total
South Carolina
$750
1% of total
Missouri
$250
0% of total
Texas
$250
0% of total

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EUGENE P SCHWARTZ FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo