Funder DirectoryThe Schwartz Family Foundation Inc
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Private foundation (trust)EIN 156017667Est. 1955-01

The Schwartz Family Foundation Inc

Henrietta, NY 14467

Accepts unsolicited proposals

Total Assets

$12.2M

FY 2023

Annual Giving

$619K

FY 2023

Grants Made

9

FY 2023

Avg Grant

$69K

FY 2023

Grant Range

Typical

Deadlines

Open / rolling

Applications

Financial Snapshot

2023 filing

Total Revenue

$1.4M

Total Expenses

$661K

Qualifying Distributions

$619K

Distributable Amount

$582K

Min. Investment Return

$587K

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.

Giving Over Time

6 years

Giving over time from 2018 to 2023. Peak $634K in 2019. Hover bars for details.

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

Top Recipients

421 grants

Morgan Stanley Donor Advised Funds
$1.5M
3 grants
Morgan Stanley Donor Advised Fund
$784K
3 grants
E John Gavras Center
$125K
4 grants
OU Foundation
$110K
1 grant
AntiDefamation League
$97K
5 grants
Auburn Public Theatre
$80K
5 grants
Fort Hill Cemetery Association
$56K
6 grants
ABC Cayuga Play Space
$50K
2 grants

Grant Size Distribution

139 grants

<$10K
111
grants
$10–50K
19
grants
$50–250K
4
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

15 states

New York
$3.1M
89% of total
Oklahoma
$230K
7% of total
California
$42K
1% of total
Vermont
$33K
1% of total
Maryland
$29K
1% of total
Tennessee
$22K
1% of total
Illinois
$16K
0% of total
District of Columbia
$8K
0% of total
Massachusetts
$6K
0% of total
Colorado
$500
0% of total

+5 more states

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The Schwartz Family Foundation Inc — Grants, Financials & Contact | Grantivo