Swanson Schmucker Charitable Trust
EIN 396795378Total Given 2021–2025
$687K
16 grants · $137K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$43K
typical mid grants · $42K–$43K
grant size
80%
deep partner · 4/5 multi-year
repeat
$4.0M
Assets (2025)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(319) 753-8768
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | N/A | $3.4M | $123K | N/A |
| 2021 | $163K | $3.4M | $437K | 4 |
| 2023 | $181K | $3.6M | $89K | 4 |
| 2024 | $171K | $3.6M | $102K | 4 |
| 2025 | $171K | $4.0M | $126K | 4 |
Grant Size Distribution
Based on 16 grants on record
Minimum
$41K
25th Pctl
$42K
Median
$43K
Average
$43K
75th Pctl
$43K
Maximum
$45K
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
Grants Awarded (16 total)
| Purpose | ||||
|---|---|---|---|---|
| Indiana University | Bloomington, IN | $45,342 | GENERAL OPERATING | 2023 |
| First Presbyterian Church | Ottumwa, IA | $45,342 | GENERAL OPERATING | 2023 |
| University of Iowa Foundation | Iowa City, IA | $45,342 | GENERAL OPERATING | 2023 |
| Regional Service Guild | Ottumwa, IA | $45,342 | GENERAL OPERATING | 2023 |
| Regional Service Guild | Ottumwa, IA | $42,806 | GENERAL OPERATING | 2025 |
| Indiana University Foundation | Bloomington, IN | $42,806 | GENERAL OPERATING | 2025 |
| First Presbyterian Church | Ottumwa, IA | $42,806 | GENERAL OPERATING | 2025 |
| University of Iowa Foundation | Iowa City, IA | $42,806 | GENERAL OPERATING | 2025 |
| Indiana University | Bloomington, IN | $42,675 | GENERAL OPERATING | 2024 |
| First Presbyterian Church | Ottumwa, IA | $42,675 | GENERAL OPERATING | 2024 |
| University of Iowa Foundation | Iowa City, IA | $42,675 | GENERAL OPERATING | 2024 |
| Regional Service Guild | Ottumwa, IA | $42,675 | GENERAL OPERATING | 2024 |
| Indiana University | Bloomington, IN | $40,837 | GENERAL OPERATING | 2021 |
| First Presbyterian Church | Ottumwa, IA | $40,837 | GENERAL OPERATING | 2021 |
| University of Iowa Foundation | Iowa City, IA | $40,837 | GENERAL OPERATING | 2021 |
| Regional Service Guild | Ottumwa, IA | $40,837 | GENERAL OPERATING | 2021 |