Funder DirectoryMILTON H & LILLIAN Z SCHWARTZ
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Private foundation (trust)EIN 366089548Est. 1964-01

MILTON H & LILLIAN Z SCHWARTZ

ST PAUL, MN 551162405

Total Assets

$379K

FY 2023

Annual Giving

$15K

FY 2023

Grants Made

16

FY 2023

Avg Grant

$946

FY 2023

Grant Range

$160–$3K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$15K

Total Expenses

$16K

Qualifying Distributions

$15K

Distributable Amount

$18K

Min. Investment Return

$18K

Undistributed Income

$5K

Payout rate 83%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.83%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

16 grants

Grant sizes from minimum $160 through median $475 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 $16K in 2018. Hover bars for details.

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

Top Recipients

119 grants

JEWISH UNITED FUND
$7K
5 grants
CHRISTOPHER REEVE FOUNDATION
$5K
3 grants
ROLFE FOUNDATION
$4K
3 grants
NORTHERN ILLINOIS FOOD BANK
$3K
3 grants
NORTHERN IL FOOD BANK
$3K
1 grant
ST JUDE
$3K
2 grants
DOCTORS WITHOUT BORDERS
$2K
4 grants
CHALLENGE ASPEN
$2K
3 grants

Grant Size Distribution

119 grants

<$10K
119
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

17 states

Illinois
$32K
47% of total
New Jersey
$5K
8% of total
Texas
$5K
7% of total
Colorado
$4K
7% of total
Georgia
$4K
6% of total
New York
$3K
5% of total
Minnesota
$3K
4% of total
Tennessee
$3K
4% of total
District of Columbia
$2K
3% of total
Virginia
$2K
2% of total

+7 more states

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MILTON H & LILLIAN Z SCHWARTZ — Grants, Financials & Contact | Grantivo