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Also known as: C/O ALAN SCHWARTZ GUGGENHEIM PARTNERS
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Schwartz Fam Foundation Trust is a private trust based in NEW YORK, NY. The foundation received its IRS ruling in 1998. The principal officer is Rothschild Inc.. It holds total assets of $9.3M. Annual income is reported at $3.4M. Total assets have decreased from $18.9M in 2011 to $9.3M in 2024. The foundation is governed by 2 officers and trustees. The foundation is not involved with any direct charitable activities. Its primary purpose is to support by contribution other organizations exempt under irc section 501(c)(3). According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2024. The foundation primarily funds organizations in New York, Connecticut and Massachusetts. According to available records, Schwartz Fam Foundation Trust has made 189 grants totaling $7.6M, with a median grant of $10K. Annual giving has grown from $2.7M in 2020 to $3.4M in 2022. Individual grants have ranged from $500 to $1.1M, with an average award of $40K. The foundation has supported 117 unique organizations. The foundation primarily supports organizations in New York, North Carolina, California, which account for 57% of all grants. Grantmaking reaches organizations across 15 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$10K
Average Grant
$26K
Largest Grant
$330K
Based on 58 grants from the most recent 990-PF filing.
The foundation is not involved with any direct charitable activities. Its primary purpose is to support by contribution other organizations exempt under irc section 501(c)(3).
The foundation is not involved with any direct charitable activities. Its primary purpose is to support by contribution other organizations exempt under irc section 501(c)(3). Based on available records, the foundation has funded 189 grants. Its grantmaking reaches organizations primarily in NY, NC, CA.
Schwartz Fam Foundation Trust has distributed a total of $7.6M across 189 grants. The median grant size is $10K, with an average of $40K. Individual grants have ranged from $500 to $1.1M.
Schwartz Fam Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Schwartz Fam Foundation Trust is headquartered in NEW YORK, NY. While based in NY, the foundation distributes grants to organizations across 15 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Alan D Schwartz | TRUSTEE | $0 | $0 | N/A |
| Nancy M Seaman | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$9.3M
Fair Market Value
N/A
Net Worth
$9.3M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
189
Total Giving
$7.6M
Average Grant
$40K
Median Grant
$10K
Unique Recipients
117
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Duke UniversityTO SUPPORT THE GENERAL PURPOSE FUND | Durham, NC | $541K | 2022 |
| Robin Hood FoundationTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $310K | 2022 |
| Chai Lifeline IncTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $250K | 2022 |
| The Galileo Foundation Us IncTO SUPPORT THE GENERAL PURPOSE FUND | Beverly Hills, CA | $100K | 2022 |
| New York UniversityTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $100K | 2022 |
| Youth IncTO SUPPORT THE GENERAL PURPOSE FUND | Washington, DC | $50K | 2022 |
| Emily Krzyzewski CenterTO SUPPORT THE GENERAL PURPOSE FUND | Durham, NC | $45K | 2022 |
| Focusing Philanthropy IncTO SUPPORT THE GENERAL PURPOSE FUND | Santa Monica, CA | $25K | 2022 |
| International Center For Missing And Exploted ChildrenTO SUPPORT THE GENERAL PURPOSE FUND | Alexandria, VA | $25K | 2022 |
| New York Common PantryTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $25K | 2022 |
| Uu Meeting House Of Provincetown - Nantucket Homeless ShelterTO SUPPORT THE GENERAL PURPOSE FUND | Nantucket, MA | $25K | 2022 |
| DreamTO SUPPORT THE GENERAL PURPOSE FUND | Santa Barbara, CA | $25K | 2022 |
| Common Sense MediaTO SUPPORT THE GENERAL PURPOSE FUND | San Francisco, CA | $25K | 2022 |
| Usta FoundationTO SUPPORT THE GENERAL PURPOSE FUND | White Plains, NY | $15K | 2022 |
| NjpacTO SUPPORT THE GENERAL PURPOSE FUND | Newark, NJ | $15K | 2022 |
| PathnorthTO SUPPORT THE GENERAL PURPOSE FUND | Washington, DC | $14K | 2022 |
| Aspira Of New YorkTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $13K | 2022 |
| Nantucket Golf Club FoundationTO SUPPORT THE GENERAL PURPOSE FUND | Nantucket, MA | $11K | 2022 |
| Nffra Food BankTO SUPPORT THE GENERAL PURPOSE FUND | Nantucket, MA | $10K | 2022 |
| Fdny FoundationTO SUPPORT THE GENERAL PURPOSE FUND | Brooklyn, NY | $10K | 2022 |
| Lustgarten FoundationTO SUPPORT THE GENERAL PURPOSE FUND | Bethpage, NY | $10K | 2022 |
| Nantucket Book FestivalTO SUPPORT THE GENERAL PURPOSE FUND | Nantucket, MA | $10K | 2022 |
| Memorial Sloan KetteringTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $5K | 2022 |
| Hank FoundationTO SUPPORT THE GENERAL PURPOSE FUND | Mt Kisco, NY | $5K | 2022 |
| Greater New York Council-Boy ScoutsTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $5K | 2022 |
| National Ms SocietyTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $5K | 2022 |
| New York-Presbyterian HospitalTO SUPPORT THE GENERAL PURPOSE FUND | New York, NY | $5K | 2022 |