The Bern Schwartz Family Foundation
EIN 471141878About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $13,833,679. This amount represents 25% or more of the Foundation's net assets of $17,007,367 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $1.2M | $21.9M | $1.4M | 24 |
| 2018 | $1.6M | $22.0M | $1.6M | 24 |
| 2020 | $1.1M | $24.9M | $3.1M | 23 |
| 2022 | $1.4M | $17.0M | $-536K | 23 |
| 2023 | $13.8M | $4.9M | $-439K | 36 |
Grant Size Distribution
Based on 130 grants on record
Geographic Distribution
Texas Counties Served
Top 1 counties
- 1 Dallas
Officers & Directors
Grants Awarded (130 total)
| Purpose | ||||
|---|---|---|---|---|
| Vanguard Charitable Endowment Program | Warwick, RI | $2,100,000 | The Bern Schwartz Family Fund | 2023 |
| Basic Fund Scholarship Foundation | Oakland, CA | $1,500,000 | General & Unrestricted | 2023 |
| Marc Lustgarten Pancreatic Cancer Foundation | Woodbury, NY | $1,500,000 | the LABS Program at the Salk Institute | 2023 |
| American Gastroenterological Association Institute | Bethesda, MD | $1,388,750 | endowment of the AGA - Bern Schwartz Family Fund Research Scholar Award in Pancreatic Cancer | 2023 |
| The Basic Fund | Oakland, CA | $1,200,000 | Scholarship Fund | 2023 |
| Pancreatic Cancer Action Network Inc | Manhattan Bch, CA | $1,000,000 | the Therapeutic Accelerator Award program | 2023 |
| Vanguard Charitable Endowment Program | Warwick, RI | $1,000,000 | The Tilda and Bill Orr Fund | 2023 |
| American Federation for Children Growth Fund Inc | Columbia, MD | $500,000 | General & Unrestricted | 2023 |
| Vanguard Charitable Endowment Program | Warwick, RI | $400,000 | The Bernard Laurence Schwartz Fund | 2023 |
| Vanguard Charitable Endowment Program | Warwick, RI | $400,000 | The Andrew Schwartz Fund | 2023 |
| Vanguard Charitable Endowment Program | Warwick, RI | $400,000 | The Alex Schwartz Fund | 2023 |
| Vanguard Charitable Endowment Program | Warwick, RI | $400,000 | The Schwartz Nabipour Legacy Fund | 2023 |
| Vanguard Charitable Endowment Program | Warwick, RI | $400,000 | The Freij Family Fund | 2023 |
| American Friends of the Victoria and Albert Museum | Greenwich, CT | $338,000 | American Friends of the Victoria and Albert Museum, Inc. | 2018 |
| American Friends of the Victoria and Albert Museum | Greenwich, CT | $332,500 | American Friends of the Victoria and Albert Museum, Inc. | 2018 |
| Victoria and Albert Museum Americas Foundation | New York, NY | $279,000 | General & Unrestricted | 2022 |
| Marin General Hospital Foundation | Greenbrae, CA | $250,000 | Building Better Health: The Campaign for Marin General Hospital | 2016 |
| American Gastroenterological Association Institute | Bethesda, MD | $225,000 | AGA-Bernard Lee Schwartz Designated Research Scholar Award in Pancreatic Cancer | 2016 |
| International Center of Photography | New York, NY | $200,000 | Capital Campaign for ICP at Essex Crossing | 2022 |
| International Center of Photography | New York, NY | $200,000 | the Capital Campaign for ICP at Essex Crossing pursuant to the Pledge and Naming Agreement | 2020 |
| International Center of Photography | New York, NY | $200,000 | Capital Campaign for ICP at Essex Crossing | 2023 |
| The Basic Fund | Oakland, CA | $200,000 | Scholarship Fund | 2023 |
| University of California San Francisco Foundation | San Francisco, CA | $166,667 | to support research purposes of the Pancreas Center | 2018 |
| University of California San Francisco Foundation | San Francisco, CA | $165,000 | The UC Pancreas Center Consortium | 2020 |
| Jerusalem Foundation Inc | New York, NY | $150,000 | General & Unrestricted | 2022 |