Jeffrey Schrager & Anne York Family

WRIGHTSVILLE BEACH, NC EIN: 27-3939945

Jeffrey Schrager & Anne York Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WRIGHTSVILLE BEACH, NC. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 21 grants totaling $55K. Net investment income was $14K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+27.0% YoY

Annual Giving

$55K

+458.6% YoY

Grant Count

21

+75.0% YoY

Avg Grant Size

$3K

+219.2% YoY

Under IRS private-foundation payout rules, Jeffrey Schrager & Anne York Family reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.

About Jeffrey Schrager & Anne York Family

Based on IRS filings

Jeffrey Schrager & Anne York Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WRIGHTSVILLE BEACH, NC. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 21 grants totaling $55K. Net investment income was $14K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AtlantaBerkeleyChapel HillCincinnatiClevelandDallasEast ProvidenceIndianapolisLincolnLos AngelesMontgomeryMorehead CityNew YorkOmahaRaleighResearch Triangle PkSchellsburgWilmingtonWinstonsalemWrightsville Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$58K$117K$175K$234K201920202021202220232024
Metric202420232022
Total Assets$1,174,823$924,746$714,771
Revenue$113,584$10,484$30,024
Expenses$57,219$13,725$38,705
Qualifying Distributions$55,051$9,856$34,121
Net Investment Income$13,947$10,443$9,551
Distributable Amount$50,511$40,890$42,178

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$41K$55K33 grants201934 grants202038 grants202126 grants202212 grants202321 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

JOSELYN ART MUSEUM$21KCAMERON ART MUSEUM$10KJEWISH FEDERATION OF OMA…$6KCLEVELAND CLINIC - THE H…$5KTEMPLE OF ISRAEL (WILMIN…$2KBOYS AND GIRLS CLUB OF T…$1KANTI-DEFAMATION LEAGUE F…$1KBOYS AND GIRLS CLUB OF S…$1KINSTITUTE FOR HOLOCAUST …$1KPHI KAPPA PSI FOUNDATION$1K

Grant Size Distribution

131 grants across all recorded years

131<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Joselyn Art Museum ($21,000), Cameron Art Museum ($10,000), Jewish Federation of Omaha Inc ($6,000).

RecipientPurposeAmount
ANTI-DEFAMATION LEAGUE FOUNDATION NEW YORK, NYCHARITABLE OPERATIONS$1,000
B'NAI ISRAEL WILMINGTON, NCCHARITABLE OPERATIONS$500
BOYS AND GIRLS CLUB OF SOUTHEASTERN NORTH CAROLINA WILMINGTON, NCCHARITABLE OPERATIONS$1,000
BOYS AND GIRLS CLUB OF THE MIDLANDS OMAHA, NECHARITABLE OPERATIONS$1,005
CAMERON ART MUSEUM WILMINGTON, NCCHARITABLE OPERATIONS$10,000
CAPE FEAR GUARDIAN AD LITEM ASSOCIATION WILMINGTON, NCCHARITABLE OPERATIONS$103
CLEVELAND CLINIC - THE HOWLEY ASPIRE PROGRAM CLEVELAND, OHCHARITABLE OPERATIONS$5,000
HUMANITY NOW WILMINGTON, NCCHARITABLE OPERATIONS$100
INSTITUTE FOR HOLOCAUST EDUCATION OMAHA, NECHARITABLE OPERATIONS$1,000
JEWISH FEDERATION OF OMAHA INC OMAHA, NECHARITABLE OPERATIONS$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JEFFREY SCHRAGERPRESIDENT1
ANNE YORKTREASURER1
TIM SCHRAGERSECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Jeffrey Schrager & Anne York Family?

Jeffrey Schrager & Anne York Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WRIGHTSVILLE BEACH, NC. It holds $1.2M in total assets as of 2024.

How large is Jeffrey Schrager & Anne York Family?

As of 2024, Jeffrey Schrager & Anne York Family holds $1.2M in total assets with $114K in annual revenue. It awarded 21 grants totaling $55K in 2024.

Where does Jeffrey Schrager & Anne York Family operate?

Jeffrey Schrager & Anne York Family has awarded grants in Alabama, California, Georgia, Indiana, North Carolina, Nebraska, New York, Ohio, Pennsylvania, Rhode Island, Texas.

What size grants does Jeffrey Schrager & Anne York Family award?

In 2024, Jeffrey Schrager & Anne York Family awarded 21 grants totaling $55K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Jeffrey Schrager & Anne York Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jeffrey Schrager & Anne York Family reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2019–2024.

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

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