Charles M Schwartz Memorial Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Charles M Schwartz Memorial Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 36-3989544

Foundation Overview

Based in Chicago, IL, Charles M Schwartz Memorial Foundation has awarded 14 grants totaling $1,074,305 to organizations in Illinois and New York. Individual grants range from $8,500 to $120,811, with a median award of $81,625.

Latest Tax Year
2023
Total Giving (all years)
$1,074,305
Total Assets
$49,453
Median Grant (all grants)
$81,625

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$54,250
% Median Grant Decline
-55% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Illinois

86% of all grants are concentrated in Illinois, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Illinois, funding concentrates in Maywood (58%), Chicago (42%).

Funding Trajectory
+171%

Strong 171% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Charles M Schwartz Memorial Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Loyola University Medical Center $100,000 Maywood, IL, US General Purposes 2023
Pef Israel Endowment Funds Inc $8,500 New York, NY, US General Purposes 2023
Loyola University Medical Center $100,000 Maywood, IL, US General Purposes 2023
Pef Israel Endowment Funds Inc $8,500 New York, NY, US General Purposes 2023
Loyola University $120,811 Chicago, IL, US General Purposes 2022
Loyola University $120,811 Chicago, IL, US General Purposes 2022
Loyola University $120,811 Chicago, IL, US General Purposes 2022
Loyola University $120,811 Chicago, IL, US General Purposes 2022
Loyola University $120,811 Chicago, IL, US General Purposes 2022
Loyola University Medical Center $63,250 Maywood, IL, US Charitable 2020
Loyola University Medical Center $50,000 Maywood, IL, US Charitable 2019
Loyola University Medical Center $50,000 Maywood, IL, US Charitable 2017
Loyola University Medical Center $50,000 Maywood, IL, US Charitable 2016
Loyola University Medical Center $40,000 Maywood, IL, US Charitable 2015

Foundations Similar to Charles M Schwartz Memorial Foundation

Discover 5 foundations with comparable assets ($39,855-$53,267), similar grant patterns, and geographic focus in IL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 87-1563604 | 8 grants awarded
$50,789
(≈ Similar)
$87,500
median grant
Chicago, IL
Same state
99%
Excellent match

EIN: 36-4120052 | 13 grants awarded
$53,267
(≈ Similar)
$100,000
median grant
Chicago, IL
Same state
96%
Excellent match

EIN: 85-4202760 | 6 grants awarded
$44,849
(≈ Similar)
$100,000
median grant
Chicago, IL
Same state
95%
Excellent match

EIN: 46-5449520 | 3 grants awarded
$43,867
(≈ Similar)
$87,056
median grant
Mundelein, IL
Same state
94%
Excellent match

EIN: 92-2458569 | 2 grants awarded
$39,855
(≈ Similar)
$55,115
median grant
Chicago, IL
Same state
90%
Excellent match

Contact Information

Official contact details for Charles M Schwartz Memorial Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 36-3989544
Website N/A
Address 333 W WACKER DR STE 1700 Chicago, IL 60606-1247

Key People (5)

Board members, trustees, and key staff who oversee Charles M Schwartz Memorial Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President / Director-part Time Marc H Schwartz
Vice Pres/director-part Time Lawrence Lubin
Treasurer-part Time Joseph Gutman
Secretary-part Time Richard Schoenstadt
Director-part Time Judd Malkin

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Charles M Schwartz Memorial Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.