Private foundation (trust)EIN 814765542Est. 2018-02
THE WILLIAM AND VALERIE SCHWARTZ FAMILY
AVENTURA, FL 33180
Accepts unsolicited proposalsTotal Assets
$2.1M
FY 2023
Annual Giving
$100K
FY 2023
Grants Made
18
FY 2023
Avg Grant
$6K
FY 2023
Grant Range
$500–$25K
Typical
Deadlines
Open / rolling
Applications
Programs & Activities
Program 1
Not applicable
Financial Snapshot
2023 filing
Total Revenue
$56K
Total Expenses
$117K
Qualifying Distributions
$100K
Distributable Amount
$95K
Min. Investment Return
$96K
Undistributed Income
$89K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
18 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
40 grants
Grant Size Distribution
40 grants
Geographic Focus
9 states
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