Edna Y Schwartz Scholarship Fund
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Edna Y Schwartz Scholarship Fund is a 501(c)(3) organization based in Lenox, Massachusetts, registered in 1989, with $178,223 in FY2023 revenue. CharityIndex grades it C+.
80 Cliffwood St, Lenox, MA, 01240 EIN 13-3229938 Since 1989
Revenue (FY2023)
$178K
▼ 12.1% vs prior year
Expenses (FY2023)
$153K
Net assets
$487K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Edna Y Schwartz Scholarship Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating38 mo reserves · +14% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Edna Y Schwartz Scholarship Fund: 38 mo reserves · +14% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Edna Y Schwartz Scholarship Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Edna Y Schwartz Scholarship Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 80 Cliffwood St, Lenox, MA, 01240
- City
- Lenox
- State
- Massachusetts
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $150K (FY2015) to $178K (FY2023) across 9 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $487K
Operating margin
14.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$487K
Total liabilities
$0
Net assets
$487K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $178,223▼12.1% | $153,141▼5.1% | $487,270▲5.4% | $487,270▲5.4% | 990 |
| 2022 | $202,703▲76.2% | $161,379▲58583% | $462,188▲9.8% | $462,188▲9.8% | 990 |
| 2021 | $115,017▼69.9% | $275▼99.9% | $420,864▲37.5% | $420,864▼7.7% | 990 |
| 2020 | $382,395▲239% | $406,692▲216% | $306,122▼7.4% | $456,122▲38.0% | 990 |
| 2019 | $112,673▼13.6% | $128,670▲24.6% | $330,419▼4.6% | $330,419▼4.6% | 990EZ |
| 2018 | $130,445▼0.6% | $103,281▲265% | $346,416▲8.5% | $346,416▲8.5% | 990EZ |
| 2017 | $131,246▼19.9% | $28,314▼69.8% | $319,252▲47.6% | $319,252▲47.6% | 990EZ |
| 2016 | $163,869▲9.3% | $93,693▼11.7% | $216,320▲48.0% | $216,320▲48.0% | 990EZ |
| 2015 | $149,954 | $106,140 | $146,144 | $146,144 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Grants received · $400K total
21 grants to Edna Y Schwartz Scholarship Fund totaling $400K, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Jewish Communal Fund | In furtherance of grantee's tax-exempt purpose | 2024 | $21,100 |
| Donor Advised Charitable Giving | Education | 2023 | $70,000 |
| Jewish Communal Fund | In furtherance of grantee's tax-exempt purpose | 2023 | $20,600 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2022 | $14,300 |
| Jewish Communal Fund | In furtherance of grantee's tax-exempt purpose | 2022 | $5,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $13,200 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $13,200 |
| Health Resources In Action Inc | Fy21 eoe summer camp grant | 2020 | $45,000 |
| Donor Advised Charitable Giving | Education | 2020 | $20,000 |
| Donor Advised Charitable Giving | Education | 2020 | $20,000 |
| Jewish Communal Fund | General support | 2020 | $15,500 |
| Jewish Communal Fund | General support | 2020 | $15,500 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2020 | $13,375 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2019 | $25,000 |
| Jewish Communal Fund | General support | 2019 | $16,500 |
Frequently asked questions
- Is Edna Y Schwartz Scholarship Fund a legitimate nonprofit?
- Yes. Edna Y Schwartz Scholarship Fund is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 13-3229938, based in Lenox, Massachusetts. Donations are tax-deductible.
- What is Edna Y Schwartz Scholarship Fund's EIN?
- Edna Y Schwartz Scholarship Fund's Employer Identification Number (EIN) is 13-3229938.
- How much revenue does Edna Y Schwartz Scholarship Fund report?
- Edna Y Schwartz Scholarship Fund reported $178,223 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Edna Y Schwartz Scholarship Fund have?
- CharityIndex grades Edna Y Schwartz Scholarship Fund C+, based on financial health (reserves and operating margin).
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Data for Edna Y Schwartz Scholarship Fund (EIN 13-3229938) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.