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Private foundation (trust)EIN 311613890Est. 1998-09

THEODORE R AND VIVIAN M

WEST PALM BEACH, FL 33401

Accepts unsolicited proposals
WebsiteDraft an application for THEODORE R AND VIVIAN M

Total Assets

$269.0M

FY 2024

Annual Giving

$9.6M

FY 2024

Grants Made

91

FY 2024

Avg Grant

$106K

FY 2024

Grant Range

$250–$955K

Typical

Deadlines

Varies by grantee.

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$18.7M

Total Expenses

$16.6M

Qualifying Distributions

$11.8M

Distributable Amount

$12.7M

Min. Investment Return

$13.1M

Undistributed Income

$12.5M

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

91 grants

Grant sizes from minimum $250 through median $30K to maximum $955K, 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 2020 to 2024. Peak $11.2M in 2022. Hover bars for details.

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

Top Recipients

350 grants

PALM BEACH ATLANTIC UNIVERSITY
$5.2M
4 grants
SCHOLARSHIP AMERICA
$3.8M
3 grants
FLORIDA SCHOOL FOR THE DEAF AND THE BLIND
$2.5M
4 grants
GALLAUDET UNIVERSITY
$2.5M
4 grants
STATE UNIVERSITY SYSTEM OF FLORIDA FOUNDATION
$1.9M
3 grants
UNIVERSITY OF FLORIDA FOUNDATION
$1.3M
3 grants
SCHOLARSHIP AMERICA-UPS
$1.2M
1 grant
BRIDGES FROM SCHOOL TO WORK
$1.1M
4 grants

Grant Size Distribution

349 grants

<$10K
108
grants
$10–50K
92
grants
$50–250K
114
grants
$250K–1M
29
grants
$1–5M
6
grants
$5M+—

Geographic Focus

25 states

Florida
$15.6M
43% of total
Minnesota
$5.6M
15% of total
District of Columbia
$3.0M
8% of total
New Mexico
$1.7M
5% of total
Massachusetts
$1.2M
3% of total
Maryland
$1.1M
3% of total
Colorado
$1.1M
3% of total
California
$961K
3% of total
Washington
$823K
2% of total
New York
$780K
2% of total

+15 more states

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HANLEY FOUNDATION

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THE SCHROTH FAMILY FOUNDATION INC

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HARPER FAMILY CHARITABLE FOUNDATION INC

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