The Bertold Td and Thrya Schwarz
EIN 651058352Total Given 2016–2024
$925K
29 grants · $103K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$25K
typical mid grants · $25K–$25K
grant size
80%
deep partner · 4/5 multi-year
repeat
$12K
Assets (2024)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(772) 231-2100
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $100K | $746K | $16K | 4 |
| 2017 | $100K | $776K | $111K | 4 |
| 2018 | $100K | $755K | $130K | 4 |
| 2019 | N/A | $758K | $12K | N/A |
| 2021 | $100K | $531K | $765 | 4 |
| 2022 | $100K | $432K | $1K | 4 |
| 2023 | $100K | $337K | $6K | 4 |
| 2024 | $325K | $12K | $26K | 5 |
Grant Size Distribution
Based on 29 grants on record
Minimum
$25K
25th Pctl
$25K
Median
$25K
Average
$32K
75th Pctl
$25K
Maximum
$75K
Geographic Distribution
Officers & Directors
SO
Sally M Offutt
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
SO
Sally M Offutt
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
SO
Sally M Offutt
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
SO
Sally M Offutt
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
SO
Sally M Offutt
8+ yrs
Director
SO
Sally M Offutt
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
SO
Sally M Offutt
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
LE
Lisa Thyra Ericson
8+ yrs
Director
SO
Sally M Offutt
8+ yrs
Director
ES
Eric R Schwarz
8+ yrs
Director
Grants Awarded (29 total)
| Purpose | ||||
|---|---|---|---|---|
| Bascom Palmer Eye Institute | Miami, FL | $75,000 | GENERAL PURPOSES | 2024 |
| Diabetic Research Institute Foundation | Hollywood, FL | $75,000 | GENERAL PURPOSES | 2024 |
| Geisel School of Medicine at Dartmouth | Lebanon, NH | $75,000 | GENERAL PURPOSES | 2024 |
| The Mayo Clinic | Jacksonville, FL | $75,000 | GENERAL PURPOSES | 2024 |
| Bascom Palmer Eye Institute | Miami, FL | $25,000 | GENERAL PURPOSES | 2018 |
| Diabetic Research Institute Foundation | Hollywood, FL | $25,000 | GENERAL PURPOSES | 2018 |
| Geisel School of Medicine at Dartmouth | Lebanon, NH | $25,000 | GENERAL PURPOSES | 2018 |
| The Mayo Clinic | Jacksonville, FL | $25,000 | GENERAL PURPOSES | 2018 |
| Bascom Palmer Eye Institute | Miami, FL | $25,000 | GENERAL PURPOSES | 2021 |
| Diabetic Research Institute Foundation | Hollywood, FL | $25,000 | GENERAL PURPOSES | 2021 |
| Geisel School of Medicine at Dartmouth | Lebanon, NH | $25,000 | GENERAL PURPOSES | 2021 |
| The Mayo Clinic | Jacksonville, FL | $25,000 | GENERAL PURPOSES | 2021 |
| Bascom Palmer Eye Institute | Miami, FL | $25,000 | GENERAL PURPOSES | 2022 |
| Diabetic Research Institute Foundation | Hollywood, FL | $25,000 | GENERAL PURPOSES | 2022 |
| Geisel School of Medicine at Dartmouth | Lebanon, NH | $25,000 | GENERAL PURPOSES | 2022 |
| The Mayo Clinic | Jacksonville, FL | $25,000 | GENERAL PURPOSES | 2022 |
| Bascom Palmer Eye Institute | Miami, FL | $25,000 | GENERAL PURPOSES | 2023 |
| Diabetic Research Institute Foundation | Hollywood, FL | $25,000 | GENERAL PURPOSES | 2023 |
| Geisel School of Medicine at Dartmouth | Lebanon, NH | $25,000 | GENERAL PURPOSES | 2023 |
| The Mayo Clinic | Jacksonville, FL | $25,000 | GENERAL PURPOSES | 2023 |
| Thyra'S Sanctuary Inc | Celebration, FL | $25,000 | GENERAL PURPOSES | 2024 |
| Bascom Palmer Eye Institute | Miami, FL | $25,000 | GENERAL PURPOSES | 2016 |
| diabetic research institute foundation | hollywood, FL | $25,000 | general purposes | 2016 |
| geisel school of medicine at dartmouth | lebanon, NH | $25,000 | general purposes | 2016 |
| The Mayo Clinic | Jacksonville, FL | $25,000 | general purposes | 2016 |