Jeffrey Schrager & Anne York Family
Jeffrey Schrager & Anne York Family is a private foundation based in Wrightsville Beach, North Carolina. Its 2025 filing reports 17 grants totaling $47,750 to charitable organizations, including organizations in North Carolina, Nebraska, Ohio, California, and New York.
Key facts about Jeffrey Schrager & Anne York Family
In short: Jeffrey Schrager & Anne York Family gave $48K across 17 grants in 2025 (avg $3K), top state North Carolina. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-3939945
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $47,750
- Grants made (2025)
- 17
- Average grant
- $2,809
- Median grant
- $1,000
- New grantees (estimate)
- 6% first-time grantees (1 of 17, 2025; small sample)
- Total assets
- $1,367,123
- Primary geography
- North Carolina (30% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+16.4% YoY
Annual Giving
$48K
-13.3% YoY
Grant Count
17
-19.0% YoY
Avg Grant Size
$3K
+7.1% YoY
Under IRS private-foundation payout rules, Jeffrey Schrager & Anne York Family reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.
Is Jeffrey Schrager & Anne York Family open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 17 grantees (6%) were first-time recipients. With only 17 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $500; repeat grants $3K. How we count
Medians: $500 first-time, $1K repeat.
- 76% of 2025 grantees were also funded in 2024. Method
- Giving grew 40% from 2022 to 2025. Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. For example, Jewish Federation of Omaha describes its mission as building and sustaining a strong, vibrant Omaha Jewish community and supporting Jews in Israel and around the world. Planned Parenthood South Atlantic describes its mission as providing inclusive sexual and reproductive health care and advocating for policies that protect and expand reproductive rights and access. Other supported organizations include groups serving foster children, youth, and teens through arts education.
Grantmaking
In 2025, the foundation awarded 17 grants totaling $47,750. Grants ranged from $250 to $10,000, with a median grant of $1,000. Notable grants included $10,000 to Cleveland Clinic – The Howley Aspire Program, $9,000 to Jewish Federation of Omaha, $6,000 to UC Berkeley Foundation, and $5,000 each to Anti-Defamation League Foundation and Planned Parenthood South Atlantic. The filing lists each grant’s purpose as charitable operations.
How to Apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
Ready to take the next step with Jeffrey Schrager & Anne York Family?
Geographic Focus
Where this funder awards grants
The 2025 grants went to recipients in five states: North Carolina (30% of grant dollars), Nebraska (24%), Ohio (21%), California (13%), and New York (10%).
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $10K (2023) to $55K (2024). In 2025 it made 17 grants totaling $48K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Cleveland Clinic - the Howley Aspire Program ($10K). Together the top 10 received $43K.
Grant Size Distribution
114 grants across all recorded years
The most common grant size was under $50K: 114 grants of 114 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cleveland Clinic - the Howley Aspire Program Cleveland, OH | Charitable Operations | $10,000 |
| Jewish Federation of Omaha Inc Omaha, NE | Charitable Operations | $9,000 |
| Uc Berkeley Foundation Berkeley, CA | Charitable Operations | $6,000 |
| Anti-Defamation League Foundation New York, NY | Charitable Operations | $5,000 |
| Planned Parenthood South Atlantic Raleigh, NC | Charitable Operations | $5,000 |
| Boys and Girls Club of Southeastern North Carolina Wilmington, NC | Charitable Operations | $2,500 |
| YWCA Lower Cape Fear Wilmington, NC | Charitable Operations | $2,500 |
| Boys and Girls Club of the Midlands Omaha, NE | Charitable Operations | $1,000 |
| Cape Fear Guardian Ad Litem Association Wilmington, NC | Charitable Operations | $1,000 |
| Dreams of Wilmington Wilmington, NC | Charitable Operations | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,367,123 | $38,791 | $50,177 | $47,750 |
| 2024 | $1,174,823 | $113,584 | $57,219 | $55,051 |
| 2023 | $924,746 | $10,484 | $13,725 | $9,856 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,367,123 | $1,174,823 | $924,746 |
| Revenue | $38,791 | $113,584 | $10,484 |
| Expenses | $50,177 | $57,219 | $13,725 |
| Qualifying Distributions | $47,750 | $55,051 | $9,856 |
| Net Investment Income | $38,720 | $13,947 | $10,443 |
| Distributable Amount | $64,697 | $50,511 | $40,890 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS August 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Jeffrey Schrager as president, Anne York as treasurer, and Tim Schrager as secretary.
Jeffrey Schrager & Anne York Family is led by Jeffrey Schrager, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeffrey Schrager
President
On filings since 2019
1 hr/week
No compensation reported
Anne York
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Tim Schrager
Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 305 South Lumina Avenue, Wrightsville Beach, NC 28480
Phone: (402) 397-8788
Frequently asked questions about Jeffrey Schrager & Anne York Family
How much does Jeffrey Schrager & Anne York Family give each year?
Jeffrey Schrager & Anne York Family gave $48K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $55K across 21 grants.
What is Jeffrey Schrager & Anne York Family's typical grant size?
Jeffrey Schrager & Anne York Family's median grant in 2025 was $1,000, and its average grant was $2,809, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jeffrey Schrager & Anne York Family that year got $500 on average.
Where does Jeffrey Schrager & Anne York Family give grants?
Jeffrey Schrager & Anne York Family's top state is North Carolina, with 30% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Nebraska (24%) and Ohio (21%). The most frequent recipient cities were Wilmington, NC (6 grants) and Omaha, NE (4 grants).
Does Jeffrey Schrager & Anne York Family give general operating support?
Not in 2025: none of the 17 grants with a stated purpose on Jeffrey Schrager & Anne York Family's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Operations" (17 grants).
Who are Jeffrey Schrager & Anne York Family's largest grantees?
Jeffrey Schrager & Anne York Family's largest 2025 grantees include Cleveland Clinic - the Howley Aspire Program ($10,000), Jewish Federation of Omaha Inc ($9,000) and Uc Berkeley Foundation ($6,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is Jeffrey Schrager & Anne York Family?
Jeffrey Schrager & Anne York Family reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Jeffrey Schrager & Anne York Family fund?
No mission statement for the foundation is provided. Its 2025 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Jeffrey Schrager & Anne York Family?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Jeffrey Schrager & Anne York Family's EIN?
Jeffrey Schrager & Anne York Family's EIN (Employer Identification Number) is 27-3939945. IRS Form 990 filing data is available on this page for 2019–2025.
Does Jeffrey Schrager & Anne York Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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