Private Foundation

THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION

Based in AVENTURA, FL, THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION operates as a Private Foundation. The organization reported $103K in revenue, $114K in expenses, $1.9M in total assets for fiscal year 2025. Imperigo tracks 71 reported grants from this foundation totaling approximately $494K.

EIN: 814765542 AVENTURA, FL Latest filing: 2025

Total Revenue$103K

Total Expenses$114K

Total Assets$1.9M

Grants Given71

Grant Total$494K

Filing Years2020–2025

Sample Grants Given

MUSEUM OF THE AMERICAN REVOLUTION

PHILADELPHIA, PA · 2025

UNRESTRICTED

$30,000

JEWISH FEDERATION OF GREATER PHILADELPHIA

PHILADELPHIA, PA · 2025

UNRESTRICTED

$23,000

THE SHIPLEY SCHOOL

BRYN MAWR, PA · 2025

UNRESTRICTED

$12,500

MOUNT SINAI MED CTR FDN

MIAMI BEACH, FL · 2025

UNRESTRICTED

$10,000

CHOP FOUNDATION

PHILADELPHIA, PA · 2025

UNRESTRICTED

$5,000

Showing up to 5 of 71 total records — full history available with membership.

Officers & Directors

VICE PRESIDENT AND SECRETA Valerie Schwartz

PRESIDENT AND TREASURER William Schwartz

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED

$494,338 71 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$103K	$114K	$1.9M
2024	$67K	$114K	$2.0M
2023	$56K	$117K	$2.0M
2022	$-62K	$134K	$2.1M
2020	$36K	$89K	$1.8M

Between 2020 and 2025, reported annual revenue grew from $36K to $103K (+187%), with total assets most recently reported at $1.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, DE, FL, HI, KY, ME, and 3 other states.

CADEFLHIKYMENJNYPA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE WILLIAM AND VALERIE SCHWARTZ FAMILY FOUNDATION

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports