The Bertold TD and Thyra Schwarz
The Bertold TD and Thyra Schwarz is a private foundation, 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.
The Bertold TD and Thyra Schwarz at a glance
In short: The Bertold TD and Thyra Schwarz gave $325K across 5 grants in 2024 (avg $65K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $325,000
- +225.0% vs 2023
- Grants made (2024)
- 5
- +25.0% vs 2023
- Average grant
- $65,000
- +160.0% vs 2023
- Median grant
- $75,000
- Total assets
- $11,969
- -96.2% vs 2023
- Primary geography
- Florida (77% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Bertold TD and Thyra Schwarz funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was Bascom Palmer Eye Institute ($75K). Together the top 5 received $325K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 17 grants of 21 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How The Bertold TD and Thyra Schwarz gives
- Giving grew 225% from 2021 to 2024. Method
- 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 $100K (2020) to $325K (2024). In 2024 it made 5 grants totaling $325K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bascom Palmer Eye Institute Miami, FL | General Purposes | $75,000 |
| Diabetic Research Institute Foundation Hollywood, FL | General Purposes | $75,000 |
| Geisel School of Medicine at Dartmouth Lebanon, NH | General Purposes | $75,000 |
| The Mayo Clinic Jacksonville, FL | General Purposes | $75,000 |
| Thyra's Sanctuary Inc Celebration, FL | General Purposes | $25,000 |
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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 | $11,969 | $25,928 | $331,100 | $325,000 | 5 | $328,050 | $22,878 | $14,801 |
| 2023 | $317,141 | $5,700 | $102,950 | $100,000 | 4 | $101,475 | $1,264 | $19,822 |
| 2022 | $414,391 | $1,494 | $103,833 | $100,000 | 4 | $101,375 | $119 | $25,712 |
| 2021 | $516,730 | $765 | $111,607 | $100,000 | 4 | $101,250 | — | $30,261 |
| 2020 | $627,572 | $283,195 | $103,583 | $100,000 | 4 | — | $281,945 | $30,972 |
Under IRS private-foundation payout rules, The Bertold TD and Thyra Schwarz reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bertold TD and Thyra Schwarz's 2024 filing lists 3 officers; 1 of 3 officers listed in 2024 is compensated.
Officers on the 2024 filing
Sally M. Offutt
Director
On filings since 2020
30 hrs/week
$3K (2024)
Eric R. Schwarz
Director
On filings since 2020
15 hrs/week
No compensation reported
Lisa Thyra Ericson
Director
On filings since 2020
15 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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $3K, to Sally M Offutt (Director).
Frequently asked questions about The Bertold TD and Thyra Schwarz
How much does The Bertold TD and Thyra Schwarz give each year?
The Bertold TD and Thyra Schwarz gave $325K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $100K across 4 grants.
What is The Bertold TD and Thyra Schwarz's typical grant size?
The Bertold TD and Thyra Schwarz's median grant in 2024 was $75,000, and its average grant was $65,000, across 5 grants on its 2024 IRS Form 990-PF.
Where does The Bertold TD and Thyra Schwarz give grants?
The Bertold TD and Thyra Schwarz gives mostly in Florida: 77% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New Hampshire (23%).
Does The Bertold TD and Thyra Schwarz give general operating support?
Yes: 100% of The Bertold TD and Thyra Schwarz's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Bertold TD and Thyra Schwarz's largest grantees?
The Bertold TD and Thyra Schwarz's largest 2024 grantees include Bascom Palmer Eye Institute ($75,000), Diabetic Research Institute Foundation ($75,000) and Geisel School of Medicine at Dartmouth ($75,000), according to its 2024 IRS Form 990-PF. Together they received 69% of its itemized 2024 grant dollars.
How large is The Bertold TD and Thyra Schwarz?
The Bertold TD and Thyra Schwarz reported $12K in total assets on its 2024 IRS Form 990-PF. It paid out $328K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
What is The Bertold TD and Thyra Schwarz's EIN?
The Bertold TD and Thyra Schwarz's EIN (Employer Identification Number) is 65-1058352. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Bertold TD and Thyra Schwarz funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
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Browse active grant opportunities in The Bertold TD and Thyra Schwarz's focus areas in our free grants database
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