Fao Schwarz Family Fdn

DALLAS, TX EIN: 13-6986221

Fao Schwarz Family Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $524K. Net investment income was $1.4M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.3M

+26.2% YoY

Annual Giving

$524K

+46.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$524K

+46.0% YoY

About Fao Schwarz Family Fdn

Based on IRS filings

Fao Schwarz Family Fdn is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $3.3M in total assets. In 2024, it awarded 1 grants totaling $524K. Net investment income was $1.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

DallasProvidence

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$402K$804K$1M$2M2021202220232024
Metric202420232022
Total Assets$3,315,188$2,626,849$2,517,456
Revenue$1,462,010$700,111$675,802
Expenses$773,652$590,713$630,133
Qualifying Distributions$748,401$544,564$601,520
Net Investment Income$1,443,610$515,691$655,505
Distributable Amount$141,767$146,170$166,102

Giving Over Time

Total grant dollars and number of grants per year

$0$131K$262K$393K$524K1 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SEE ATTACHED STATEMENT$524K

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K$100–250K3$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N AAGENT FOR FIDUCIARY$28K

From 2024 filing

NameTitleHoursCompensation
ALEX MILLARDTRUSTEE5
MARY WING-BERMANTRUSTEE1
BANK OF AMERICA N AAGENT FOR FIDUCIARY1$27,581
MARY LADDTRUSTEE1
MR WILLIAM HN SCHWARZTRUSTEE1
MAUREEN COFFEYTRUSTEE1
RONAN SCHWARZTRUSTEE1

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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