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F A O Schwarz Family Foundation is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1992. The principal officer is United States Trust Company Of Ny. It holds total assets of $3.4M. Annual income is reported at $909K. Total assets have grown from $2.6M in 2011 to $3.3M in 2023. The foundation is governed by 7 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2021 to 2024. According to available records, F A O Schwarz Family Foundation has made 3 grants totaling $1.2M, with a median grant of $405K. The foundation has distributed between $359K and $438K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $438K distributed across 1 grants. Individual grants have ranged from $359K to $438K, with an average award of $401K. Grant recipients are concentrated in Rhode Island. Contributions to this foundation are tax-deductible.
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.
F A O Schwarz Family Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 3 grants. Its grantmaking reaches organizations primarily in RI.
F A O Schwarz Family Foundation has distributed a total of $1.2M across 3 grants. The median grant size is $405K, with an average of $401K. Individual grants have ranged from $359K to $438K.
F A O Schwarz Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
F A O Schwarz Family Foundation is headquartered in DALLAS, TX.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America N A | AGENT FOR FIDUCIARY | $24K | $0 | $24K |
| Mary Ladd | TRUSTEE | $0 | $0 | N/A |
| Mr William Hn Schwarz | TRUSTEE | $0 | $0 | N/A |
| Maureen Coffey | TRUSTEE | $0 | $0 | N/A |
| Ronan Schwarz | TRUSTEE | $0 | $0 | N/A |
| Mary Wing-Berman | TRUSTEE | $0 | $0 | N/A |
| Alex Millard | TRUSTEE | $0 | $0 | N/A |
Total Giving
$774K
Total Assets
$3.3M
Fair Market Value
$3.5M
Net Worth
$3.3M
Grants Paid
$524K
Contributions
N/A
Net Investment Income
$1.4M
Distribution Amount
$142K
Total Grants
3
Total Giving
$1.2M
Average Grant
$401K
Median Grant
$405K
Unique Recipients
1
Most Common Grant
$405K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Attached StatementUNRESTRICTED GENERAL | Providence, RI | $359K | 2023 |