Philip M Schwartz & Lee G Schwartz
EIN 311465773Total Given 2017–2021
$408K
42 grants · $82K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$8K
typical small grants · $4K–$12K
grant size
57%
supporter · 13/23 multi-year
repeat
$136K
Assets (2020)
23
Distinct Recipients
About
DISTRIBUTIONS IN EXCESS OF 25% OF BEGINNING NET ASSETS WERE MADE DURING 2020. RECIPIENTS OF THE DISTRIBUTIONS ARE SHOWN IN PART XV OF THE RETURN AND CASH WAS DISTRIBUTED. IT IS CONTEMPLATED TO TERMINATE THE FOUNDATION BY 12/31/21 BY DISTRIBUTING ALL ASSETS (OTHER THAN A SMALL RESERVE TO PAY TAX ON THE FINAL RETURN) TO CHARITABLE ORGANIZATIONS. ON THE FINAL 2021 RETURN, THE LIQUIDATING CONTRIBUTIONS WILL BE SHOWN. ADDITIONALLY, NOTIFICATION WILL BE SENT TO THE IRS FOR TERMINATION OF PRIVATE FOUNDATION STATUS.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
BILLIE SUE BORNSTEIN
Phone
(727) 397-6960
Deadlines
N/A
How to Apply
WRITTEN
Restrictions
EXEMPT 501(C)(3), JEWISH OR ISRAEL SUPPORTING ORGANIZATIONS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $91K | $416K | $93K | 9 |
| 2018 | $57K | $327K | $9K | 7 |
| 2019 | N/A | $249K | $25K | N/A |
| 2020 | $122K | $136K | $11K | 11 |
| 2021 | $138K | $0 | $10K | 15 |
Grant Size Distribution
Based on 42 grants on record
Minimum
$180
25th Pctl
$4K
Median
$8K
Average
$10K
75th Pctl
$12K
Maximum
$35K
Geographic Distribution
Officers & Directors
MB
Maureen Binderman
Vice President/Dir
Leadership
BB
Billie Sue Bornstein
President/Sec/Dir
Leadership
EL
Elaine Lipman
Tres/Dir
MB
Maureen Binderman
Vice President/Dir
Leadership
BB
Billie Sue Bornstein
President/Sec/Dir
Leadership
EL
Elaine Lipman
Tres/Dir
MB
Maureen Binderman
President/Dir
Leadership
BB
Billie Sue Bornstein
Vice President/Sec/Dir
Leadership
EL
Elaine Lipman
Tres/Dir
BB
Billie Sue Bornstein
Vice President/Sec/Dir
Leadership
MB
Maureen Binderman
President/Dir
Leadership
EL
Elaine Lipman
Tres/Dir
MB
Maureen Binderman
President/Dir
Leadership
BB
Billie Sue Bornstein
Vice President/Sec/Dir
Leadership
EL
Elaine Lipman
Tres/Dir
Grants Awarded (42 total)
| Purpose | ||||
|---|---|---|---|---|
| Jewish Adoption & Foster | Sunrise, FL | $35,000 | VARIOUS RELIGIOUS AND SOCIAL SERV. | 2017 |
| Temple Sinai | Las Vegas, NV | $35,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2021 |
| Temple Sinai | Las Vegas, NV | $30,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2020 |
| Congregation B'Nai Israel | St Petersburg, FL | $22,943 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2021 |
| Congregation B'Nai Israel | St Petersburg, FL | $20,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2020 |
| Temple Sinai | Sarsota, FL | $18,000 | VARIOUS RELIGIOUS & SOCIAL SERVICE | 2017 |
| Anti-Defamation League | New York, NY | $15,000 | VARIOUS RELIGIOUS & SOCIAL SVC | 2018 |
| Temple Sinai | Sarsota, FL | $15,000 | VARIOUS RELIGIOUS & SOCIAL SERVICE | 2018 |
| Amer Friends Jordan River Village | New York, NY | $14,500 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2020 |
| Mazon | Los Angeles, CA | $14,500 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2020 |
| Amer Friends Jordan River Village | New York, NY | $12,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2021 |
| Amer Friends Jordan River Village | New York, NY | $11,000 | VARIOUS RELIGIOUS AND SOCIAL SERV. | 2017 |
| Jewish Family Services | Clearwater, FL | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2020 |
| Congregation Or Ami | Lafayette Hill, PA | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2020 |
| Jewish Federation of Omaha | Omaha, NE | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2020 |
| Congregation B'Nai Israel | St Petersburg, FL | $10,000 | VARIOUS RELIGIOUS & SOCIAL SVC | 2017 |
| Hias | Silver Spring, MD | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2021 |
| Congregation Or Ami | Lafayette Hill, PA | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2021 |
| Dbsa | Chicago, IL | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2021 |
| Jewish Family Services | Denver, CO | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SVCS | 2021 |
| Amer Friends Jordan River Village | New York, NY | $10,000 | VARIOUS RELIGIOUS AND SOCIAL SERV. | 2018 |
| Jewish Children Adoption Network | Denver, CO | $6,000 | VARIOUS RELIGIOUS & SOCIAL SVC | 2017 |
| Jewish Adoption & Foster | Sunrise, FL | $5,759 | VARIOUS RELIGIOUS AND SOCIAL SERV. | 2018 |
| Congregation Kol Haneshama | Sarasota, FL | $5,000 | VARIOUS RELIGIOUS AND SOCIAL SERV. | 2020 |
| Congregation Kol Haneshama | Sarasota, FL | $5,000 | VARIOUS RELIGIOUS AND SOCIAL SERV. | 2017 |