Funder DirectoryTHE HARRY M & GERTRUDE Y SCHWARTZ
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Private foundation (trust)EIN 367237812Est. 1998-07

THE HARRY M & GERTRUDE Y SCHWARTZ

CHICAGO, IL 60625

Total Assets

$6.6M

FY 2024

Annual Giving

$201K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$22K

FY 2024

Grant Range

$500–$160K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$236K

Total Expenses

$252K

Qualifying Distributions

$231K

Distributable Amount

$321K

Min. Investment Return

$324K

Payout rate 72%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.72%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $500 through median $4K to maximum $160K, 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 2017 to 2024. Peak $422K in 2020. Hover bars for details.

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

Top Recipients

53 grants

FIDELITY CHARITABLE GIFT FUND
$710K
3 grants
HILLEL INTERNATIONAL
$50K
2 grants
MORIAH CONGREGATION
$17K
2 grants
TEMPLE EMANUEL
$15K
4 grants
CONGREGATION OR SHALOM
$12K
4 grants
MIRIAMS KITCHENS
$10K
1 grant
CLEAN ENERGY TRUST
$10K
1 grant
CONGREGATION BETH SHALOM
$9K
3 grants

Grant Size Distribution

53 grants

<$10K
47
grants
$10–50K
3
grants
$50–250K
2
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

6 states

Ohio
$710K
81% of total
Illinois
$77K
9% of total
District of Columbia
$68K
8% of total
Maryland
$18K
2% of total
California
$3K
0% of total
New York
$400
0% of total

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THE HARRY M & GERTRUDE Y SCHWARTZ — Grants, Financials & Contact | Grantivo