Charitable Trust Uw of T Capote
EIN 956957275Total Given 2016–2024
$4.7M
76 grants · $519K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$50K
typical mid grants · $50K–$65K
grant size
92%
deep partner · 11/12 multi-year
repeat
$15.5M
Assets (2024)
12
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ALAN U SCHWARTZ ESQ
Phone
(310) 858-2200
Deadlines
NO SPECIFIC DEADLINE AS LONG AS REQUESTS ARE RECEIVED WITHIN A REASONABLE PERIOD OF TIME PRIOR TO TH
How to Apply
WRITTEN STATEMENT ON LETTERHEAD IDENTIFYING THE ORGANIZATION, STATING THAT THE ORGANIZATION IS IN FACT AN EXEMPT CHARITABLE ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE.
Restrictions
PROSPECTIVE DONEES MUST BE AN ACCREDITED COLLEGE OR UNIVERSITY AND BE LOCATED IN THE US & QUALIFY UNDER IRC SEC 501(C)(3) AS AN EXEMPT ORGANIZATION.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $546K | $13.4M | $831K | 10 |
| 2017 | $526K | $14.3M | $1.2M | 10 |
| 2018 | $556K | $13.8M | $968K | 10 |
| 2019 | N/A | $15.4M | $1.4M | N/A |
| 2020 | $585K | $15.7M | $482K | 10 |
| 2021 | $611K | $16.4M | $1.1M | 9 |
| 2022 | $644K | $14.3M | $555K | 9 |
| 2023 | $600K | $14.6M | $2.1M | 9 |
| 2024 | $600K | $15.5M | $1.3M | 9 |
Grant Size Distribution
Based on 76 grants on record
Minimum
$10K
25th Pctl
$50K
Median
$50K
Average
$61K
75th Pctl
$65K
Maximum
$181K
Geographic Distribution
Officers & Directors
HS
H Louise Schwartz
2 yrs
Trustee
HS
H Louise Schwartz
2 yrs
Trustee
AE
Alan U Schwartz Esq
7 yrs
Trustee
AE
Alan U Schwartz Esq
7 yrs
Trustee
AE
Alan U Schwartz Esq
7 yrs
Trustee
AE
Alan U Schwartz Esq
7 yrs
Trustee
AE
Alan U Schwartz Esq
7 yrs
Trustee
AE
Alan U Schwartz Esq
7 yrs
Trustee
AE
Alan U Schwartz Esq
7 yrs
Trustee
Grants Awarded (76 total)
| Purpose | ||||
|---|---|---|---|---|
| University of Iowa | Iowa City, IA | $181,000 | SCHOLARSHIP-CREATIVE WRITING | 2018 |
| University of Iowa | Iowa City, IA | $151,000 | SCHOLARSHIP-CREATIVE WRITING | 2020 |
| University of Iowa | Iowa City, IA | $151,000 | SCHOLARSHIP-CREATIVE WRITING | 2021 |
| University of Iowa | Iowa City, IA | $151,000 | SCHOLARSHIP-CREATIVE WRITING | 2022 |
| University of Iowa | Iowa City, IA | $151,000 | SCHOLARSHIP-CREATIVE WRITING | 2023 |
| University of Iowa | Iowa City, IA | $151,000 | SCHOLARSHIP-CREATIVE WRITING | 2024 |
| University of Iowa | Iowa City, IA | $151,000 | SCHOLARSHIP-CREATIVE WRITING | 2016 |
| University of Iowa | Iowa City, IA | $151,000 | SCHOLARSHIP-CREATIVE WRITING | 2017 |
| University of Alabama | Tuscaloosa, AL | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2018 |
| Institute of American Indian Arts | Santa Fe, NM | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2022 |
| Brooklyn College | Brooklyn, NY | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2022 |
| Xavier University of Lousiana | New Orleans, LA | $70,000 | SCHOLARSHIP | 2022 |
| Cal State University Los Angeles | Los Angeles, CA | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2022 |
| Institute of American Indian Arts | Santa Fe, NM | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2023 |
| Brooklyn College | Brooklyn, NY | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2023 |
| Institute of American Indian Arts | Santa Fe, NM | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2024 |
| Brooklyn College | Brooklyn, NY | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2024 |
| University of Alabama | Tuscaloosa, AL | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2016 |
| University of Alabama | Tuscaloosa, AL | $70,000 | SCHOLARSHIP-CREATIVE WRITING | 2017 |
| Cornell University | Ithica, NY | $63,000 | LECTURESHIP | 2022 |
| Cornell University | Ithica, NY | $62,200 | LECTURESHIP | 2021 |
| Institute of American Indian Arts | Santa Fe, NM | $62,000 | SCHOLARSHIP-CREATIVE WRITING | 2020 |
| Xavier University of Lousiana | New Orleans, LA | $62,000 | SCHOLARSHIP | 2020 |
| Institute of American Indian Arts | Santa Fe, NM | $62,000 | SCHOLARSHIP-CREATIVE WRITING | 2021 |
| Brooklyn College | Brooklyn, NY | $62,000 | SCHOLARSHIP-CREATIVE WRITING | 2021 |