The Robert and Mimi Schwartz
BETHESDA, MD EIN: 37-1955784
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$559K
-3.1% YoY
Annual Giving
$33K
+10.0% YoY
Grant Count
4
+300.0% YoY
Avg Grant Size
$8K
-72.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $558,628 | $576,745 | $597,570 |
| Revenue | $18,445 | $15,277 | $-2,874 |
| Expenses | $40,388 | $36,974 | $37,540 |
| Qualifying Distributions | $33,000 | $30,000 | $30,000 |
| Net Investment Income | $19,685 | $12,595 | $5,041 |
| Distributable Amount | $31,261 | $29,046 | $30,668 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does The Robert and Mimi Schwartz fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT G SCHWARTZ | OFFICER | 2 | — |
| MIMI E SCHWARTZ | OFFICER | 2 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $95K (58%)
North Carolina $49K (30%)
District of Columbia $14K (9%)
Virginia $3K (2%)
Minnesota $2K (1%)
Maryland $1K (1%)
New Jersey $500 (0%)
Cities
ArlingtonBethesdaChapel HillLawrencevilleMinneapolisNew YorkWashington
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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