The Rachel and Jason Schwartz Family Foundation
Private foundation · Montreal, Quebec · BN 781287933RR0001 · Foundations
Source: T3010 return, FPE 2024-12-31. Split of total expenditures ($78,434) as filed with the CRA.
The Rachel and Jason Schwartz Family Foundation is a private foundation based in Montreal, Quebec, classified by the CRA under foundations. In its fiscal year ending December 31, 2024, it reported $678K in revenue and $78K in expenditures.
Its funding that year was roughly 92% from donations. In 2024, 1 other registered charity reported granting it a combined $626K.
Compared with 2,689 grantmaking charities of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 62% of peers. Its reserves, measured in years of spending on hand, sat in the top decile of the group.
As a grantmaker, it reported gifts to 10 qualified donees totalling $73K in 2024, the largest being $25K to Facing History and Ourselves. Revenue has grown substantially over its filings on record here, from $37K in 2020 to $678K in 2024. Its filed list of directors and trustees shows 2 names.
In its own words
Maintaining funds at scotia wealth management/rbc wealth management and allocating all or part of the capital and the income derived from this capital from time to time to donees recognized by the canadian income tax act.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $678K | $78K | — | — | $73K | $2.5M |
| 2023 | $55K | $92K | — | — | $88K | $1.9M |
| 2022 | $56K | $68K | — | — | $65K | $2M |
| 2021 | $56K | $72K | — | — | $70K | $2M |
| 2020 | $37K | $42K | — | — | $40K | $2M |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2024
Granted $73K to 10 qualified donees:
- Facing History and Ourselves$25K
- N I F Canadian Charitable Trust$10K
- The Museum of Jewish Montreal$9,033
- COMMUNAUTÉ JUIVE DES BASSES LAURENTIDES/Jewish community of the lower Laurentides$7,416
- Federation Cja$5,400
- La fondation de l'hôpital de montréal pour enfants/The Montréal Children's Hospital Foundation$5,000
- Montreal Holocaust Museum$3,600
- Congrégation Shaare Zion Beth-El Shaare Zion Beth-El Congr egation$2,528
- Fertival des Arts de Saint-Sauveur$2,500
- Temple Emanu-El-Beth Sholom Montréal$2,456
Received $626K from 1 charity:
As reported on the donors’ own T3010 qualified-donee schedules.
Directors & trustees (2024)
Jason Schartz (president and secretary); Rachel Schwartz (vice president).
As listed on its 2024 return.
Check the source
Every figure on this page is from The Rachel and Jason Schwartz Family Foundation’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 781287933RR0001), or read how we compute the receipt.