Funder DirectoryThe Bern Schwartz Family Foundation
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Private foundation (trust)EIN 471141878Est. 2015-03

The Bern Schwartz Family Foundation

Wilmington, DE 198091377

Total Assets

$4.9M

FY 2023

Annual Giving

$13.8M

FY 2023

Grants Made

36

FY 2023

Avg Grant

$384K

FY 2023

Grant Range

$500–$2.1M

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Expenses

$14.0M

Qualifying Distributions

$14.0M

Distributable Amount

$716K

Min. Investment Return

$723K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

36 grants

Grant sizes from minimum $500 through median $111K to maximum $2.1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $13.8M in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

106 grants

VANGUARD CHARITABLE ENDOWMENT PROGRAM
$5.1M
7 grants
THE BASIC FUND
$2.2M
15 grants
MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
$1.8M
5 grants
BASIC FUND SCHOLARSHIP FOUNDATION
$1.5M
1 grant
AMERICAN GASTROENTEROLOGICAL ASSOCIATION INSTITUTE
$1.4M
1 grant
PANCREATIC CANCER ACTION NETWORK INC
$1.2M
4 grants
AMERICAN FRIENDS OF THE VICTORIA AND ALBERT MUSEUM
$705K
4 grants
INTERNATIONAL CENTER OF PHOTOGRAPHY
$680K
7 grants

Grant Size Distribution

106 grants

<$10K
13
grants
$10–50K
53
grants
$50–250K
24
grants
$250K–1M
11
grants
$1–5M
5
grants
$5M+

Geographic Focus

9 states

California
$6.3M
35% of total
Rhode Island
$5.1M
28% of total
New York
$3.5M
19% of total
Maryland
$1.9M
11% of total
Connecticut
$745K
4% of total
District of Columbia
$300K
2% of total
Pennsylvania
$125K
1% of total
New Mexico
$80K
0% of total
Texas
$600
0% of total

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The Bern Schwartz Family Foundation — Grants, Financials & Contact | Grantivo