Schwartz Memorial Foundation Trust
EIN 237075494 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$460K
27 grants · $57K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$20K
typical small grants · $12K–$21K
grant size
80%
deep partner · 4/5 multi-year
repeat
$1.4M
Assets (2023)
5
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(641) 683-2045
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $66K | $1.3M | $113K | 4 |
| 2017 | $62K | $1.4M | $61K | 3 |
| 2018 | $66K | $1.2M | $50K | 4 |
| 2019 | N/A | $1.4M | $71K | N/A |
| 2020 | $64K | $1.5M | $33K | 4 |
| 2021 | $64K | $1.6M | $63K | 4 |
| 2022 | $74K | $1.3M | $37K | 4 |
| 2023 | $64K | $1.4M | $104K | 4 |
Grant Size Distribution
Based on 27 grants on record
Minimum
$9K
25th Pctl
$12K
Median
$20K
Average
$17K
75th Pctl
$21K
Maximum
$24K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
5 yrs
Trustee
UA
Us Bank N a
5 yrs
Trustee
UA
Us Bank N a
5 yrs
Trustee
UA
Us Bank N a
5 yrs
Trustee
UA
Us Bank N a
5 yrs
Trustee
UB
Us Bank
3 yrs
Trustee
UB
Us Bank
3 yrs
Trustee
UB
Us Bank
3 yrs
Trustee
Grants Awarded (27 total)
| Purpose | ||||
|---|---|---|---|---|
| St Ambrose University | Davenport, IA | $23,944 | SCHOLARSHIPS | 2022 |
| Indian Hills Comm College Foundation | Ottumwa, IA | $23,943 | SCHOLARSHIPS | 2022 |
| Davis County Hospital | Bloomfield, IA | $21,782 | GENERAL OPERATING | 2017 |
| Indian Hills Comm College Foundation | Ottumwa, IA | $21,535 | PROVIDE SCHOLARSHIPS TO | 2016 |
| St Ambrose University | Davenport, IA | $21,535 | PROVIDE SCHOLARSHIPS TO | 2016 |
| Indian Hills Comm College Foundation | Ottumwa, IA | $21,359 | SCHOLARSHIPS | 2018 |
| St Ambrose University | Davenport, IA | $21,359 | SCHOLARSHIPS | 2018 |
| Indian Hills Comm College Foundation | Ottumwa, IA | $20,880 | SCHOLARSHIPS | 2021 |
| St Ambrose University | Davenport, IA | $20,879 | SCHOLARSHIPS | 2021 |
| Indian Hills Comm College Foundation | Ottumwa, IA | $20,835 | SCHOLARSHIPS | 2023 |
| St Ambrose University | Davenport, IA | $20,835 | SCHOLARSHIPS | 2023 |
| Indian Hills Comm College Foundation | Ottumwa, IA | $20,668 | SCHOLARSHIPS | 2020 |
| St Ambrose University | Davenport, IA | $20,668 | SCHOLARSHIPS | 2020 |
| Indian Hills Community College | Ottumwa, IA | $20,226 | SCHOLARSHIPS | 2017 |
| St Ambrose University | Davenport, IA | $20,226 | SCHOLARSHIPS | 2017 |
| Jefferson County Hospital | Fairfield, IA | $13,648 | GENERAL OPERATING | 2020 |
| Jefferson County Hospital | Fairfield, IA | $12,893 | GENERAL OPERATING | 2022 |
| Davis County Hospital | Bloomfield, IA | $12,893 | GENERAL OPERATING | 2022 |
| Jefferson County Hospital | Fairfield, IA | $11,596 | GENERAL OPERATING | 2016 |
| Davis County Hospital | Bloomfield, IA | $11,596 | SUPPORT FOR HOSPITAL | 2016 |
| Jefferson County Hospital | Fairfield, IA | $11,500 | GENERAL OPERATING | 2018 |
| Davis County Hospital | Bloomfield, IA | $11,500 | GENERAL OPERATING | 2018 |
| Jefferson County Hospital | Fairfield, IA | $11,243 | GENERAL OPERATING | 2021 |
| Davis County Hospital | Bloomfield, IA | $11,243 | GENERAL OPERATING | 2021 |
| Jefferson County Hospital | Fairfield, IA | $11,219 | SCHOLARSHIP | 2023 |
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