Schwarzbein Graham Family Foundation
Schwarzbein Graham Family Foundation is a private foundation, based in Laguna Beach, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.5M in total assets. In 2024, it awarded 9 grants totaling $304K. Net investment income was $4K.
Schwarzbein Graham Family Foundation at a glance
In short: Schwarzbein Graham Family Foundation gave $304K across 9 grants in 2024 (avg $34K), top state Utah. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $303,750
- -20.9% vs 2023
- Grants made (2024)
- 9
- -10.0% vs 2023
- Average grant
- $33,750
- -12.1% vs 2023
- Median grant
- $10,000
- Total assets
- $2,489,177
- -10.8% vs 2023
- Primary geography
- Utah (49% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Schwarzbein Graham Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was University of Utah ($150K). Together the top 9 received $304K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 18 grants of 23 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How Schwarzbein Graham Family Foundation gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $123K (2020) to $384K (2023). In 2024 it made 9 grants totaling $304K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Utah Salt Lake City, UT | Graham Endowed Scholarship in the School of Medicine. | $150,000 |
| AYN Rand Institute Irvine, CA | Digital Strategy Initiative. | $87,500 |
| Artists in Motion Herndon, VA | Grant Towards Organization's Programs. | $25,000 |
| Carpe Diem Arts Silver Springs, MD | Grant Towards Organization's Programs. | $13,750 |
| America's Mighty Warriors Surprise, AZ | Grant Towards Organization's Programs. | $10,000 |
| RX Ballroom Dance Ladera Ranch, CA | Grant Towards Organization's Programs. | $10,000 |
| Ocean Institute Dana Point, CA | Grant Towards Organization's Mission to Promote Ocean Education. | $5,000 |
| Marbella Scholarship Foundation San Juan Capistrano, CA | Grant Towards Organization's Scholarship Programs. | $2,000 |
| The Shea Center San Juan Capistrano, CA | Grant Towards Organization's Programs. | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,489,177 | $38,697 | $338,384 | $303,750 | 9 | $303,750 | $4,063 | $4,857 |
| 2023 | $2,789,591 | $1,611,684 | $418,133 | $384,050 | 10 | $384,050 | $11,466 | $7,137 |
| 2022 | $1,596,861 | $233,433 | $10,933 | — | — | — | $222,500 | $1,288 |
| 2021 | $1,430,145 | $-365,458 | — | — | — | — | $15,220 | $2,466 |
| 2020 | $1,795,603 | $13,669 | $127,535 | $123,000 | 4 | — | — | $3,354 |
Under IRS private-foundation payout rules, Schwarzbein Graham Family Foundation reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Schwarzbein Graham Family Foundation is led by Richard Graham, President on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Richard Graham
President
On filings since 2020
2 hrs/week
No compensation reported
Audrey Schwarzbein
Vice President
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Schwarzbein Graham Family Foundation
How much does Schwarzbein Graham Family Foundation give each year?
Schwarzbein Graham Family Foundation gave $304K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $384K across 10 grants.
What is Schwarzbein Graham Family Foundation's typical grant size?
Schwarzbein Graham Family Foundation's median grant in 2024 was $10,000, and its average grant was $33,750, across 9 grants on its 2024 IRS Form 990-PF.
Where does Schwarzbein Graham Family Foundation give grants?
Schwarzbein Graham Family Foundation's top state is Utah, with 49% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were California (35%) and Virginia (8%). The most frequent recipient cities were San Juan Capistrano, CA (2 grants).
Does Schwarzbein Graham Family Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on Schwarzbein Graham Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Grant Towards Organization's Programs." (5 grants).
Who are Schwarzbein Graham Family Foundation's largest grantees?
Schwarzbein Graham Family Foundation's largest 2024 grantees include University of Utah ($150,000), AYN Rand Institute ($87,500) and Artists in Motion ($25,000), according to its 2024 IRS Form 990-PF. Together they received 86% of its itemized 2024 grant dollars.
How large is Schwarzbein Graham Family Foundation?
Schwarzbein Graham Family Foundation reported $2.5M in total assets on its 2024 IRS Form 990-PF. It paid out $304K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is Schwarzbein Graham Family Foundation's EIN?
Schwarzbein Graham Family Foundation's EIN (Employer Identification Number) is 46-1443126. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 16, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
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