The William And Valerie Schwartz Family | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The William And Valerie Schwartz Family. Data shown is extracted from Form 990-PF filings.
EIN: 81-4765542
Foundation Overview
Based in Aventura, FL, The William And Valerie Schwartz Family has awarded 97 grants totaling $708,235 to organizations in Maine, Pennsylvania and 7 other states across the US. Individual grants range from $250 to $50,000, with a median award of $4,125.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
16 of 36 recipients (44%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
60% of grants are awarded in Pennsylvania, with additional funding distributed across 8 other locations. The foundation balances regional focus with broader geographic diversity. Within Pennsylvania, funding concentrates in Philadelphia (74%), Bryn Mawr (12%), Bala Cynwyd (5%).
Funding Trajectory
Stable funding levels with 17% change over 3 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
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?
Grants & Funding
Analyzing past grantees provides valuable insights into The William And Valerie Schwartz Family'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 |
|---|---|---|---|---|
| Camp Sunshine | $750 | Casco, ME, US | Unrestricted | 2023 |
| Congregation Rodeph Shalom | $4,125 | Philadelphia, PA, US | Unrestricted | 2023 |
| Jewish Federation Of Greater Philadelphia | $6,100 | Philadelphia, PA, US | Unrestricted | 2023 |
| Mount Sinai Med Ctr Fdn | $10,000 | Miami Beach, FL, US | Unrestricted | 2023 |
| Museum Of The American Revolution | $10,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| Prostate Cancer Fdn | $10,000 | Santa Monica, CA, US | Unrestricted | 2023 |
| The Academy Of Music | $2,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| The Shipley School | $15,000 | Bryn Mawr, PA, US | Unrestricted | 2023 |
| Young Scholars | $25,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| Huru Intl | $1,000 | New York, NY, US | Unrestricted | 2023 |
| Leukemia & Lymphoma Society | $500 | New York, NY, US | Unrestricted | 2023 |
| Hcma | $500 | Denville, NJ, US | Unrestricted | 2023 |
| Birthright Israel Foundation | $4,500 | New York, NY, US | Unrestricted | 2023 |
| Laurel House | $1,000 | Norristown, PA, US | Unrestricted | 2023 |
| Hiff | $2,500 | Honolulu, HI, US | Unrestricted | 2023 |
| Stable Recovery | $1,000 | Lexington, KY, US | Unrestricted | 2023 |
| Philadelphia Z00 | $5,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| Friends Of Yashar Lachayal | $720 | East Brunswick, NJ, US | Unrestricted | 2023 |
| Camp Sunshine | $750 | Casco, ME, US | Unrestricted | 2023 |
| Congregation Rodeph Shalom | $4,125 | Philadelphia, PA, US | Unrestricted | 2023 |
| Jewish Federation Of Greater Philadelphia | $6,100 | Philadelphia, PA, US | Unrestricted | 2023 |
| Mount Sinai Med Ctr Fdn | $10,000 | Miami Beach, FL, US | Unrestricted | 2023 |
| Museum Of The American Revolution | $10,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| Prostate Cancer Fdn | $10,000 | Santa Monica, CA, US | Unrestricted | 2023 |
| The Academy Of Music | $2,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| The Shipley School | $15,000 | Bryn Mawr, PA, US | Unrestricted | 2023 |
| Young Scholars | $25,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| Huru Intl | $1,000 | New York, NY, US | Unrestricted | 2023 |
| Leukemia & Lymphoma Society | $500 | New York, NY, US | Unrestricted | 2023 |
| Hcma | $500 | Denville, NJ, US | Unrestricted | 2023 |
| Birthright Israel Foundation | $4,500 | New York, NY, US | Unrestricted | 2023 |
| Laurel House | $1,000 | Norristown, PA, US | Unrestricted | 2023 |
| Hiff | $2,500 | Honolulu, HI, US | Unrestricted | 2023 |
| Stable Recovery | $1,000 | Lexington, KY, US | Unrestricted | 2023 |
| Philadelphia Z00 | $5,000 | Philadelphia, PA, US | Unrestricted | 2023 |
| Friends Of Yashar Lachayal | $720 | East Brunswick, NJ, US | Unrestricted | 2023 |
| Camp Sunshine | $500 | Casco, ME, US | Unrestricted | 2022 |
| Casa Philadelphia | $250 | Philadelphia, PA, US | Unrestricted | 2022 |
| Cis Golder Grant Lbbc | $250 | Bala Cynwyd, PA, US | Unrestricted | 2022 |
| Congregation Rodeph Shalom | $3,950 | Philadelphia, PA, US | Unrestricted | 2022 |
| Jewish Federation Of Greater Philadelphia | $5,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| Mount Sinai Med Ctr Fdn | $10,000 | Miami Beach, FL, US | Unrestricted | 2022 |
| Museum Of The American Revolution | $50,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| Prostate Cancer Fdn | $10,000 | Santa Monica, CA, US | Unrestricted | 2022 |
| Ronald Mcdonald House Charities Of Philadelphia | $10,000 | Philaelphia, PA, US | Unrestricted | 2022 |
| The Academy Of Music | $1,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| The Shipley School | $8,000 | Bryn Mawr, PA, US | Unrestricted | 2022 |
| Uplift Center For Grieving Children | $500 | Philadelphia, PA, US | Unrestricted | 2022 |
| Young Scholars | $12,500 | Philadelphia, PA, US | Unrestricted | 2022 |
| Concussion Legacy Foundation | $1,000 | Middletown, DE, US | Unrestricted | 2022 |
| Camp Sunshine | $500 | Casco, ME, US | Unrestricted | 2022 |
| Casa Philadelphia | $250 | Philadelphia, PA, US | Unrestricted | 2022 |
| Cis Golder Grant Lbbc | $250 | Bala Cynwyd, PA, US | Unrestricted | 2022 |
| Congregation Rodeph Shalom | $3,950 | Philadelphia, PA, US | Unrestricted | 2022 |
| Jewish Federation Of Greater Philadelphia | $5,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| Mount Sinai Med Ctr Fdn | $10,000 | Miami Beach, FL, US | Unrestricted | 2022 |
| Museum Of The American Revolution | $50,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| Prostate Cancer Fdn | $10,000 | Santa Monica, CA, US | Unrestricted | 2022 |
| Ronald Mcdonald House Charities Of Philadelphia | $10,000 | Philaelphia, PA, US | Unrestricted | 2022 |
| The Academy Of Music | $1,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| The Shipley School | $8,000 | Bryn Mawr, PA, US | Unrestricted | 2022 |
| Uplift Center For Grieving Children | $500 | Philadelphia, PA, US | Unrestricted | 2022 |
| Young Scholars | $12,500 | Philadelphia, PA, US | Unrestricted | 2022 |
| Concussion Legacy Foundation | $1,000 | Middletown, DE, US | Unrestricted | 2022 |
| Camp Sunshine | $500 | Casco, ME, US | Unrestricted | 2022 |
| Casa Philadelphia | $250 | Philadelphia, PA, US | Unrestricted | 2022 |
| Cis Golder Grant Lbbc | $250 | Bala Cynwyd, PA, US | Unrestricted | 2022 |
| Congregation Rodeph Shalom | $3,950 | Philadelphia, PA, US | Unrestricted | 2022 |
| Jewish Federation Of Greater Philadelphia | $5,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| Mount Sinai Med Ctr Fdn | $10,000 | Miami Beach, FL, US | Unrestricted | 2022 |
| Museum Of The American Revolution | $50,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| Prostate Cancer Fdn | $10,000 | Santa Monica, CA, US | Unrestricted | 2022 |
| Ronald Mcdonald House Charities Of Philadelphia | $10,000 | Philaelphia, PA, US | Unrestricted | 2022 |
| The Academy Of Music | $1,000 | Philadelphia, PA, US | Unrestricted | 2022 |
| The Shipley School | $8,000 | Bryn Mawr, PA, US | Unrestricted | 2022 |
| Uplift Center For Grieving Children | $500 | Philadelphia, PA, US | Unrestricted | 2022 |
| Young Scholars | $12,500 | Philadelphia, PA, US | Unrestricted | 2022 |
| Concussion Legacy Foundation | $1,000 | Middletown, DE, US | Unrestricted | 2022 |
| Camp Sunshine | $500 | Casco, ME, US | Unrestricted | 2021 |
| Huru Intl | $1,000 | New York, NY, US | Unrestricted | 2021 |
| Boys And Girls Club Glouster County | $500 | Glassboro, NJ, US | Unrestricted | 2021 |
| Museum Of The American Revolution | $50,000 | Philadelphia, PA, US | Unrestricted | 2021 |
| The Phila Orchestra | $500 | Philadelphia, PA, US | Unrestricted | 2021 |
| The Shipley School | $6,000 | Bryn Mawr, PA, US | Unrestricted | 2021 |
| Mount Sinai Med Ctr Fdn | $5,000 | Miami Beach, FL, US | Unrestricted | 2021 |
| Jewish Federation Of Greater Philadelphia | $6,020 | Philadelphia, PA, US | Unrestricted | 2021 |
| Congregation Rodeph Shalom | $3,775 | Philadelphia, PA, US | Unrestricted | 2021 |
| Prostate Cancer Fdn | $10,000 | Santa Monica, CA, US | Unrestricted | 2021 |
| Ajc | $1,250 | Philadelphia, PA, US | Unrestricted | 2021 |
| Academy Of Music | $1,000 | Philadelphia, PA, US | Unrestricted | 2020 |
| Congregation Rodeph Shalom | $3,650 | Philadelphia, PA, US | Unrestricted | 2020 |
| Museum Of The American Revolution | $50,000 | Philadelphia, PA, US | Unrestricted | 2020 |
| Prostate Cancer Foundation | $10,000 | Santa Monica, CA, US | Unrestricted | 2020 |
| The Shipley School | $9,500 | Bryn Mawr, PA, US | Unrestricted | 2020 |
| Young Scholars Charter School | $5,800 | Philadelphia, PA, US | Unrestricted | 2020 |
| Jewish Federation Of Greater Philadelphia | $5,000 | Philadelphia, PA, US | Unrestricted | 2020 |
| South Fl Spca | $500 | Homestead, FL, US | Unrestricted | 2020 |
Foundations Similar to The William And Valerie Schwartz Family
Discover 5 foundations with comparable assets ($2,079,335-$2,101,380), 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 |
|---|---|---|---|---|
|
The Bernatchez Family Foundation
EIN: 30-6201571 | 150 grants awarded |
$2,091,467
(≈ Similar) |
$5,000
median grant |
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|
Mr & Mrs Wayne B Lyon Foundation
EIN: 38-2680420 | 208 grants awarded |
$2,095,848
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$2,500
median grant |
Terra Ceia, FL
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|
|
D R Long Foundation Inc
EIN: 52-1379622 | 198 grants awarded |
$2,100,087
(≈ Similar) |
$4,000
median grant |
Sarasota, FL
Same state |
|
|
Hummer Family Foundation
EIN: 26-2448401 | 84 grants awarded |
$2,101,380
(≈ Similar) |
$5,000
median grant |
Naples, FL
Same state |
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|
Wj & Lela Budwine Foundation Inc
EIN: 76-0520860 | 108 grants awarded |
$2,079,335
(≈ Similar) |
$5,000
median grant |
Bradenton, FL
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Contact Information
Official contact details for The William And Valerie Schwartz Family as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 81-4765542 |
| Website | N/A |
| Address | 20155 NE 38TH CT APT 2802 Aventura, FL 33180-3271 |
Key People (2)
Board members, trustees, and key staff who oversee The William And Valerie Schwartz Family's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President And Treasurer | William Schwartz |
|---|---|
| Vice President And Secreta | Valerie Schwartz |
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 William And Valerie Schwartz Family 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
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