The Bertold Td And Thyra Schwarz | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Bertold Td And Thyra Schwarz. Data shown is extracted from Form 990-PF filings.

EIN: 65-1058352

Foundation Overview

Based in Vero Beach, FL, The Bertold Td And Thyra Schwarz has awarded 41 grants totaling $1,225,000 to organizations in Florida and New Hampshire. Individual grants range from $25,000 to $75,000, with a median award of $25,000.

Latest Tax Year
2024
Total Giving (all years)
$1,225,000
Total Assets
$11,969
Median Grant (all grants)
$25,000

Latest Form 990-PF Snapshot

Total Grants
5
Median Grant
$75,000
% Median Grant Growth
+200% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 20%

1 of 5 recipients (20%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
Florida

76% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Miami (32%), Hollywood (32%), Jacksonville (32%).

Funding Trajectory
+225%

Strong 225% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Bertold Td And Thyra Schwarz's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Bascom Palmer Eye Institute $75,000 Miami, FL, US General Purposes 2024
Diabetic Research Institute Foundation $75,000 Hollywood, FL, US General Purposes 2024
Geisel School Of Medicine At Dartmouth $75,000 Lebanon, NH, US General Purposes 2024
The Mayo Clinic $75,000 Jacksonville, FL, US General Purposes 2024
Thyra's Sanctuary Inc $25,000 Celebration, FL, US General Purposes 2024
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2023
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2023
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2023
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2023
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2023
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2023
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2023
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2023
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2022
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2022
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2022
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2022
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2022
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2022
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2022
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2022
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2021
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2021
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2021
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2021
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2020
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2020
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2020
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2020
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2018
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2018
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2018
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2018
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2017
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2017
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2017
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2017
Bascom Palmer Eye Institute $25,000 Miami, FL, US General Purposes 2016
Diabetic Research Institute Foundation $25,000 Hollywood, FL, US General Purposes 2016
Geisel School Of Medicine At Dartmouth $25,000 Lebanon, NH, US General Purposes 2016
The Mayo Clinic $25,000 Jacksonville, FL, US General Purposes 2016

Foundations Similar to The Bertold Td And Thyra Schwarz

Discover 5 foundations with comparable assets ($10,304-$13,502), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 31-1743340 | 43 grants awarded
$12,644
(≈ Similar)
$25,000
median grant
Ponte Vedra Beach, FL
Same state
97%
Excellent match

EIN: 81-5483535 | 12 grants awarded
$12,907
(≈ Similar)
$15,567
median grant
Orlando, FL
Same state
96%
Excellent match

EIN: 27-1383701 | 10 grants awarded
$13,502
(≈ Similar)
$50,000
median grant
Boca Raton, FL
Same state
94%
Excellent match

EIN: 92-2510045 | 2 grants awarded
$10,360
(≈ Similar)
$17,000
median grant
Miami, FL
Same state
93%
Excellent match

EIN: 83-1547502 | 1 grants awarded
$10,304
(≈ Similar)
$36,544
median grant
Spring Hill, FL
Same state
93%
Excellent match

Contact Information

Official contact details for The Bertold Td And Thyra Schwarz as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 65-1058352
Website N/A
Address PO BOX 4030 Vero Beach, FL 32964-0000

Key People (3)

Board members, trustees, and key staff who oversee The Bertold Td And Thyra Schwarz's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Director Eric R Schwarz
Director Lisa Thyra Ericson
Director Sally M Offutt

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Bertold Td And Thyra Schwarz is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.