Funder DirectoryTHE STEPHEN & CAROLE SCHWARTZ
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Private foundation (trust)EIN 271557290Est. 2010-05

THE STEPHEN & CAROLE SCHWARTZ

NEW YORK, NY 10019

Total Assets

$9.6M

FY 2023

Annual Giving

$409K

FY 2023

Grants Made

46

FY 2023

Avg Grant

$9K

FY 2023

Grant Range

$500–$60K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$783K

Total Expenses

$481K

Qualifying Distributions

$413K

Distributable Amount

$422K

Min. Investment Return

$431K

Payout rate 98%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.98%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

46 grants

Grant sizes from minimum $500 through median $5K to maximum $60K, 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

3 years

Giving over time from 2020 to 2023. Peak $409K in 2023. Hover bars for details.

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

Top Recipients

94 grants

BAY ST THEATER
$390K
3 grants
DRAMATISTS GUILD FOUNDATION
$53K
2 grants
BRIGHAM AND WOMEN'S HOSPITAL
$50K
2 grants
CINCINNATI ZOO & BOTANICAL GARDEN
$25K
1 grant
CENTER FOR RURAL ENTERPRISE AND ENVIRONMENTAL JUSTICE
$25K
1 grant
FRIENDS OF BAY STREET & SAG HARBOR REDEVELOPMENT
$25K
1 grant
AUSTIN PETS ALIVE
$25K
1 grant
A NEW CHANCE ANIMAL RESCUE
$20K
1 grant

Grant Size Distribution

94 grants

<$10K
78
grants
$10–50K
14
grants
$50–250K
1
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

17 states

New York
$708K
68% of total
Connecticut
$72K
7% of total
Massachusetts
$70K
7% of total
California
$38K
4% of total
Ohio
$25K
2% of total
Alabama
$25K
2% of total
Texas
$25K
2% of total
New Hampshire
$20K
2% of total
Georgia
$20K
2% of total
Minnesota
$10K
1% of total

+7 more states

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THE STEPHEN & CAROLE SCHWARTZ — Grants, Financials & Contact | Grantivo