The Donna and Marvin Schwartz
EIN 137114848 Private FoundationTotal Given 2016–2024
$45.7M
334 grants · $5.1M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $3K–$25K
grant size
32%
supporter · 66/204 multi-year
repeat
$200.5M
Assets (2024)
204
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(212) 509-6700
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $4.7M | $95.6M | $9.5M | 81 |
| 2017 | $5.7M | $112.5M | $10.4M | 45 |
| 2018 | $6.3M | $122.3M | $8.0M | 66 |
| 2020 | $2.0M | $108.5M | $13.9M | 44 |
| 2021 | $4.7M | $162.6M | $4.0M | 23 |
| 2022 | $5.3M | $171.7M | $23.7M | 25 |
| 2023 | $8.9M | $172.9M | $2.0M | 22 |
| 2024 | $8.0M | $200.5M | $3.8M | 28 |
Grant Size Distribution
Based on 334 grants on record
Minimum
$4
25th Pctl
$3K
Median
$10K
Average
$137K
75th Pctl
$25K
Maximum
$6.0M
Geographic Distribution
Officers & Directors
Grants Awarded (334 total)
| Purpose | ||||
|---|---|---|---|---|
| Fidelity Charitable Services | Cincinnati, OH | $6,020,719 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2024 |
| Fidelity Charitable Services-Acctz9700442 | Boston, MA | $5,800,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2023 |
| Fidelity Investments Charitable Gift Fund | Boston, MA | $3,100,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2022 |
| Jewish Communal Fund - ACCT Xxx-Xx-Xxxx | New York, NY | $2,765,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2023 |
| Fidelity Charitable Services-AcctZ9700442 | Cincinnati, OH | $2,700,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2017 |
| Fidelity Charitable Services-Acctz9700442 | Cincinnati, FL | $2,400,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2018 |
| Jewish Communal Fund - ACCT Xxx-Xx-Xxxx | New York, NJ | $2,400,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2018 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $2,150,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2021 |
| Jewish Communal Fund | New York, NY | $2,000,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2022 |
| Jewish Communal Fund - Acct XXX-XX-XXXX | New York, NY | $1,800,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2017 |
| Jewish Communal Fund | New York, NY | $1,626,986 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2024 |
| Jewish Communal Fund - Acct XXX-XX-XXXX | New York, NY | $1,400,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2016 |
| Fidelity Investments Charitable Gift Fund | Cincinnati, OH | $1,350,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2020 |
| Jewish Communal Fund - ACCT Xxx-Xx-Xxxx | New York, NY | $1,350,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2021 |
| Fidelity Charitable Services-AcctZ9700442 | Cincinnati, OH | $1,000,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2016 |
| Horace MANN School | Bronx, NY | $600,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2021 |
| The Baruch College Fund | New York, NY | $325,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2016 |
| New York Philharmonic | New York, NY | $298,584 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2016 |
| The Neuberger Berman Foundation | New York, NY | $250,000 | CHARITABLE CONTRIBUTION TO PRIVATE FOUNDATION | 2020 |
| Friends of the Neuberger Museum of Art | Purchase, NY | $218,250 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2016 |
| Horace MANN School | Bronx, NY | $200,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2021 |
| The Neuberger Berman Foundation | New York, NY | $200,000 | CHARITABLE CONTRIBUTION TO PRIVATE FOUNDATION | 2021 |
| Horace MANN School | Bronx, NY | $200,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2024 |
| East End Hospice | Westhampton Beach, NY | $175,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2016 |
| Emory University | Atlanta, GA | $160,000 | CHARITABLE CONTRIBUTION TO PUBLIC CHARITY | 2017 |
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