Funder DirectoryTHE PHYLLIS AND PERRY SCHWARTZ
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Private foundation (trust)EIN 363838536Est. 1993-08

THE PHYLLIS AND PERRY SCHWARTZ

HIGHLAND PARK, IL 60035

Total Assets

$927K

FY 2024

Annual Giving

$70K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$8K

FY 2024

Grant Range

$50–$20K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$26K

Total Expenses

$113K

Qualifying Distributions

$99K

Distributable Amount

$45K

Min. Investment Return

$46K

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

9 grants

Grant sizes from minimum $50 through median $7K to maximum $20K, 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

4 years

Giving over time from 2020 to 2024. Peak $233K in 2020. Hover bars for details.

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

Top Recipients

48 grants

THRESHOLDS
$123K
2 grants
NAMI-NATL ALLIANCE MENTAL ILLNESS
$115K
3 grants
ASPIRITECH
$45K
3 grants
RAVINIA FESTIVAL ASSN
$42K
4 grants
NORTH SHORE FOUNDATION
$32K
1 grant
AMERICAN FRIENDS MAGEN DAVID ADOM
$30K
1 grant
CHAI LIFELINE
$29K
2 grants
HELP HOPE LIVE
$25K
1 grant

Grant Size Distribution

48 grants

<$10K
34
grants
$10–50K
11
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Illinois
$478K
84% of total
New York
$46K
8% of total
Pennsylvania
$25K
4% of total
Oregon
$10K
2% of total
District of Columbia
$6K
1% of total
California
$2K
0% of total

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