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
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.
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
Among its reported 2024 grants, the largest include Bascom Palmer Eye Institute ($75,000), Diabetic Research Institute Foundation ($75,000), Geisel School of Medicine at Dartmouth ($75,000).
| 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 |
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
Frequently Asked Questions
What is 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. It holds $12K in total assets as of 2024.
How large is The Bertold Td and Thyra Schwarz?
As of 2024, The Bertold Td and Thyra Schwarz holds $12K in total assets with $26K in annual revenue. It awarded 5 grants totaling $325K in 2024.
Where does The Bertold Td and Thyra Schwarz operate?
The Bertold Td and Thyra Schwarz has awarded grants in Florida, New Hampshire.
What size grants does The Bertold Td and Thyra Schwarz award?
In 2024, The Bertold Td and Thyra Schwarz awarded 5 grants totaling $325K — an average of about $65K per grant, based on its IRS Form 990 filings.
How much is The Bertold Td and Thyra Schwarz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bertold Td and Thyra Schwarz reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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