Funder DirectoryTHE JESS AND SHEILA SCHWARTZ FAMILY
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Private foundation (trust)EIN 860942313Est. 1999-08

THE JESS AND SHEILA SCHWARTZ FAMILY

PHOENIX, AZ 85050

Total Assets

$18K

FY 2024

Annual Giving

$124K

FY 2024

Grants Made

38

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$250–$25K

Typical

Deadlines

Applications

Focus Areas

Public Foundations

Financial Snapshot

2024 filing

Total Revenue

$143K

Total Expenses

$135K

Qualifying Distributions

$135K

Distributable Amount

$1K

Min. Investment Return

$1K

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

38 grants

Grant sizes from minimum $250 through median $2K to maximum $25K, 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 2024. Peak $185K in 2018. Hover bars for details.

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

Top Recipients

125 grants

PHOENIX HEBREW ACADEMY
$75K
2 grants
JEWISH FEDERATION OF GREATER PHOENIX
$43K
3 grants
JEWISH COMMUNITY FOUNDATION
$26K
3 grants
YESHIVA HIGH SCHOOL
$25K
3 grants
CHRYSALIS
$25K
1 grant
GESHER DISABILITY RESOURCES
$23K
2 grants
THE PHOENIX SYMPHONY
$23K
4 grants
VALLEY OF THE SUN JCC
$20K
1 grant

Grant Size Distribution

125 grants

<$10K
116
grants
$10–50K
9
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Arizona
$436K
82% of total
New York
$41K
8% of total
California
$23K
4% of total
District of Columbia
$12K
2% of total
North Carolina
$9K
2% of total
Massachusetts
$5K
1% of total
Illinois
$3K
1% of total
New Jersey
$1K
0% of total

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THE JESS AND SHEILA SCHWARTZ FAMILY — Grants, Financials & Contact | Grantivo