Schmitz Joseph Jr Trust Ud
EIN 236954101
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2018–2023
$920K
20 grants · $153K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$44K
typical mid grants · $44K–$49K
grant size
100%
deep partner · 4/4 multi-year
repeat
$4.5M
Assets (2023)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
NOT APPLICABLE
Phone
(215) 553-3215
Deadlines
NOT APPLICABLE
How to Apply
NOT APPLICABLE
Restrictions
NOT APPLICABLE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $176K | $3.6M | $189K | 4 |
| 2020 | $156K | $4.6M | $329K | 4 |
| 2021 | $178K | $5.1M | $374K | 4 |
| 2022 | $220K | $4.0M | $142K | 4 |
| 2023 | $189K | $4.5M | $236K | 4 |
Grant Size Distribution
Based on 20 grants on record
Minimum
$25K
25th Pctl
$44K
Median
$44K
Average
$46K
75th Pctl
$49K
Maximum
$58K
Geographic Distribution
Officers & Directors
BA
Bny Mellon N a
Trustee
BA
Bny Mellon N a
Trustee
RW
Roger M Whiteman
Co-Trustee
RW
Roger M Whiteman
Co-Trustee
BA
Bny Mellon N a
Co-Trustee
RW
Roger M Whiteman
Co-Trustee
BA
Bny Mellon N a
Co-Trustee
BN
BNY Mellon NA
Co-Trustee
RW
Roger M Whiteman
Co-Trustee
Grants Awarded (20 total)
| Purpose | ||||
|---|---|---|---|---|
| Nazareth Hospital | Philadelphia, PA | $58,291 | GENERAL OPERATING | 2021 |
| Holy Family University | Phila, PA | $54,908 | GENERAL OPERATING | 2022 |
| La Salle University | Philadelphia, PA | $54,908 | GENERAL OPERATING | 2022 |
| Sisters of the Holy Redeemer | Downingtown, PA | $54,908 | GENERAL OPERATING | 2022 |
| Nazareth Hospital | Philadelphia, PA | $54,908 | GENERAL OPERATING | 2022 |
| La Salle University | Philadelphia, PA | $47,252 | GENERAL OPERATING | 2023 |
| Sisters of the Holy Redeemer | Downingtown, PA | $47,252 | GENERAL OPERATING | 2023 |
| Holy Family University | Phila, PA | $47,252 | GENERAL OPERATING | 2023 |
| Nazareth Hospital | Philadelphia, PA | $47,252 | GENERAL OPERATING | 2023 |
| La Salle University | Philadelphia, PA | $44,113 | GENERAL OPERATING PURPOSES | 2018 |
| Sisters of the Holy Redeemer | Downingtown, PA | $44,113 | GENERAL OPERATING PURPOSES | 2018 |
| Holy Family University | Phila, PA | $44,113 | GENERAL OPERATING PURPOSES | 2018 |
| Nazareth Hospital | Philadelphia, PA | $44,112 | GENERAL OPERATING PURPOSES | 2018 |
| La Salle University | Philadelphia, PA | $43,693 | GENERAL OPERATING PURPOSES | 2020 |
| Sisters of the Holy Redeemer | Downingtown, PA | $43,693 | GENERAL OPERATING PURPOSES | 2020 |
| Holy Family University | Phila, PA | $43,693 | GENERAL OPERATING PURPOSES | 2020 |
| La Salle University | Philadelphia, PA | $39,990 | GENERAL OPERATING | 2021 |
| Sisters of the Holy Redeemer | Downingtown, PA | $39,990 | GENERAL OPERATING | 2021 |
| Holy Family University | Phila, PA | $39,990 | GENERAL OPERATING | 2021 |
| Nazareth Hospital | Philadelphia, PA | $25,392 | GENERAL OPERATING PURPOSES | 2020 |