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Bern Schwartz Family Foundation is a private corporation based in WILMINGTON, DE. The foundation received its IRS ruling in 2015. The principal officer is Foundation Source. It holds total assets of $4.8M. Annual income is reported at $524K. Total assets have grown from $2K in 2014 to $4.8M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in California and New York. According to available records, Bern Schwartz Family Foundation has made 69 grants totaling $3.9M, with a median grant of $38K. Annual giving has grown from $1.1M in 2020 to $2.8M in 2022. Individual grants have ranged from $10K to $279K, with an average award of $57K. The foundation has supported 25 unique organizations. The foundation primarily supports organizations in New York, California, District of Columbia, which account for 88% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$50K
Average Grant
$207K
Largest Grant
$2.8M
Based on 28 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bern Schwartz Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 69 grants. Its grantmaking reaches organizations primarily in NY, CA, DC.
Bern Schwartz Family Foundation has distributed a total of $3.9M across 69 grants. The median grant size is $38K, with an average of $57K. Individual grants have ranged from $10K to $279K.
Bern Schwartz Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Bern Schwartz Family Foundation is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michael L Schwartz | Dir, Chairman, Grant Evaluator | $0 | $0 | N/A |
| Eric A Schwartz | Dir, Pres | $0 | $0 | N/A |
| Fred W Concklin | Dir, VP, Treas | $0 | $0 | N/A |
| Tilda R Orr | Dir, Sec | $0 | $0 | N/A |
Total Giving
$14M
Total Assets
$4.8M
Fair Market Value
$4.9M
Net Worth
$4.8M
Grants Paid
$13.8M
Contributions
$359K
Net Investment Income
$511K
Distribution Amount
$716K
Total: $3.8M
Total Grants
69
Total Giving
$3.9M
Average Grant
$57K
Median Grant
$38K
Unique Recipients
25
Most Common Grant
$50K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Victoria And Albert Museum Americas FoundationGeneral & Unrestricted | New York, NY | $279K | 2022 |
| International Center Of PhotographyCapital Campaign for ICP at Essex Crossing | New York, NY | $200K | 2022 |
| Jerusalem Foundation IncGeneral & Unrestricted | New York, NY | $150K | 2022 |
| Marin Community FoundationThe Schwartz Cousins Fund | Novato, CA | $100K | 2022 |
| American Federation For Children Growth Fund IncGeneral & Unrestricted | Washington, DC | $100K | 2022 |
| Pancreatic Cancer Action Network IncGeneral & Unrestricted | Manhattan Bch, CA | $75K | 2022 |
| Marc Lustgarten Pancreatic Cancer FoundationGeneral & Unrestricted | Woodbury, NY | $75K | 2022 |
| The Basic Fund2022 Scholars Program | Oakland, CA | $50K | 2022 |
| Museum Of Photographic Artsexhibition of works by Julia Margaret Cameron | San Diego, CA | $50K | 2022 |
| Pacific Research Institute For Public PolicyEducation Studies | Pasadena, CA | $38K | 2022 |
| Stanford University - Hoover InstitutionEducation Reform Studies | Stanford, CA | $25K | 2022 |
| Crohn'S & Colitis Foundation Of America - San DiegDr. David M. Roseman Memorial Fund | La Jolla, CA | $25K | 2022 |
| Schwab Charitable FundFred and Deborah Concklin Charitable Fund | San Francisco, CA | $15K | 2022 |
| Americans For Oxford IncGeneral & Unrestricted | New York, NY | $14K | 2022 |
| Chancellor Masters And Scholars Of The UniversityGeneral & Unrestricted (See General Explanation) | Oxford | $13K | 2022 |
| National Dance Institute IncGeneral & Unrestricted | New York, NY | $13K | 2022 |
| Pomfret School Incorporated2022 Schwartz Visiting Fellow Program | Pomfret, CT | $12K | 2022 |
| Armand Hammer United World College Of The AmericanMountbatten Memorial Prize | Montezuma, NM | $10K | 2022 |
| Scripps HealthBernard Lee Schwartz Lecture at the 2022 Clinical Hematology & Oncology Conference | La Jolla, CA | $10K | 2022 |
| University Of California San Francisco FoundationThe UC Pancreas Center Consortium | San Francisco, CA | $165K | 2020 |
| Alliance For School Choice IncGeneral & Unrestricted | Washington, DC | $100K | 2020 |
| American Friends Of The National Portrait GalleryInspiring People Capital Campaign of the National Portrait Gallery | New York, NY | $100K | 2020 |