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John & Kathleen Schreiber Foundation

CIK:0001910790
Foundation
$117M AUM
4 holdings
Lake Forest, IL, USA
Founded:2005
3 employees
Latest filing:Jun 30, 2025

The John & Kathleen Schreiber Foundation, now operating under the brand Schreiber Philanthropy, is a private independent foundation headquartered in Lake Forest, Illinois. Founded in 2005 by John and Kathleen Schreiber, the organization supports philanthropic initiatives focused on education, health, housing, and immigrant justice, with a particular emphasis on Lake County and the Chicagoland region. With assets of approximately $116–130 million and an annual grantmaking budget exceeding $10 million, the foundation serves diverse communities nationally. The organization employs a small team with most leadership serving voluntarily, and since 2023 is led by CEO Whitney Smith with support from the founding family.

Investment Strategy

Schreiber Philanthropy supports the well-being and economic mobility of all people, prioritizing organizations and programs that serve historically marginalized and underinvested communities. The foundation targets initiatives in education, health, housing, and immigrant justice, with a longstanding commitment to grassroots, community-driven organizations in Lake County, Illinois, and major U.S. cities. Its grantmaking philosophy emphasizes high-impact strategic philanthropy, collaborative partnerships, and addressing systemic inequities. Investments are made primarily through grants, with the organization maintaining a diversified portfolio for long-term financial sustainability.

Top Buys
B
BXBLACKSTONE INC
+$6.4M
T
TCHPT ROWE PRICE ETF INC
+$808.4K
B
BXSLBLACKSTONE SECD LENDING FD
-$319.4K
B
BXMTBLACKSTONE MTG TR INC
-$212.2K
Top Sells
B
BXBLACKSTONE INC
+$6.4M
T
TCHPT ROWE PRICE ETF INC
+$808.4K
B
BXSLBLACKSTONE SECD LENDING FD
-$319.4K
B
BXMTBLACKSTONE MTG TR INC
-$212.2K

Top Holdings

B
BXBLACKSTONE INC
+88.3%$125.1M
B
BXSLBLACKSTONE SECD LENDING FD
+4.3%$6.1M
B
BXMTBLACKSTONE MTG TR INC
+3.8%$5.4M
T
TCHPT ROWE PRICE ETF INC
+3.6%$5.0M

Equity Positions (4)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BX
BLACKSTONE INC88.29%$125.1M836,193$112.23$149.58+$6.4M
B
BXSL
BLACKSTONE SECD LENDING FD4.31%$6.1M198,389$22.74$30.75-$319.4K
B
BXMT
BLACKSTONE MTG TR INC3.84%$5.4M282,929$24.78$19.25-$212.2K
T
TCHP
T ROWE PRICE ETF INC3.56%$5.0M111,349$42.11$45.35+$808.4K

Industry Allocation

INVESTMENT ADVICE
+88.3%
REAL ESTATE INVESTMENT TRUSTS
+3.8%