The Bertold Td and Thyra Schwarz
The Bertold Td and Thyra Schwarz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12K in total assets. In 2024, it awarded 5 grants totaling $325K. Net investment income was $23K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12K
-96.2% YoY
Annual Giving
$325K
+225.0% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$65K
+160.0% YoY
About The Bertold Td and Thyra Schwarz
Based on IRS filings
The Bertold Td and Thyra Schwarz is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VERO BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12K in total assets. In 2024, it awarded 5 grants totaling $325K. Net investment income was $23K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $11,969 | $317,141 | $414,391 |
| Revenue | $25,928 | $5,700 | $1,494 |
| Expenses | $331,100 | $102,950 | $103,833 |
| Qualifying Distributions | $328,050 | $101,475 | $101,375 |
| Net Investment Income | $22,878 | $1,264 | $119 |
| Distributable Amount | $14,801 | $19,822 | $25,712 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
21 grants across all recorded years
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERIC R SCHWARZ | DIRECTOR | 15 | — |
| LISA THYRA ERICSON | DIRECTOR | 15 | — |
| SALLY M OFFUTT | DIRECTOR | 30 | $3,000 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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