A J Schwartze Community Foundation
The A J Schwartze Community Foundation is a private foundation based in Jefferson City, Missouri. Its 2023 filing states that its charitable, religious, scientific, literary, or educational giving is intended primarily to promote the well-being of people in Westphalia and its vicinity, including Osage County.
Key facts about A J Schwartze Community Foundation
In short: A J Schwartze Community Foundation gave $2.5M across 72 grants in 2025 (avg $34K), mostly in Missouri. 8% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 43-1092255
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,469,987
- Grants made (2025)
- 72
- Average grant
- $34,305
- Median grant
- $15,000
- New grantees (estimate)
- 8% first-time grantees (6 of 72, 2025)
- Total assets
- $38,284,417
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- How to apply
- The 2023 filing says applicants should contact the trust officer and provide a detailed description of the organization, program, and proposed use of funds; the people and geographic area that would benefit; the total… Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$38.3M
-0.2% YoY
Annual Giving
$2.5M
+9.5% YoY
Grant Count
72
+2.9% YoY
Avg Grant Size
$34K
+6.5% YoY
Under IRS private-foundation payout rules, A J Schwartze Community Foundation reported a distributable amount of $2.8M for 2025 — the minimum it must pay out in qualifying distributions.
Is A J Schwartze Community Foundation open to new grantees?
8%
first-time grantees, 2025
In 2025, 6 of 72 grantees (8%) were first-time recipients. First grants averaged $114K; repeat grants $27K. How we count
Medians: $23K first-time, $15K repeat.
- 90% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s 2023 filing describes eligible purposes as charitable, religious, scientific, literary, or educational. It also states that no part of the trust may inure to the benefit of an individual.
Among its 2025 grantees, the Vitae Foundation describes its own mission as encouraging a culture of life through research-based messaging and mass media.
Grantmaking
In filing year 2025, the foundation reported 72 grants totaling $2,469,987. Grants ranged from $1,500 to $355,000, with a median of $15,000.
The largest reported grants included $355,000 to Holy Family School for its expansion project; $276,000 to scholarship recipients; and $175,000 to Immaculate Conception School. Other notable awards included $105,000 each to Holy Family School, Sacred Heart School, St George School, St Joseph Catholic School, St Mary School (Frankenstein), and St Thomas the Apostle Catholic School. Vitae Foundation and Westphalia Lions Club Home Association each received $75,000.
How to Apply
The 2023 filing says applicants should contact the trust officer and provide a detailed description of the organization, program, and proposed use of funds; the people and geographic area that would benefit; the total amount required and requested; other sources of support; board members; and the organization’s IRS tax-exemption letter. The filing states that the board meets in March each year to select distribution recipients. March 2026 has passed; the filing does not specify an application receipt deadline.
Ready to take the next step with A J Schwartze Community Foundation?
Geographic Focus
Where this funder awards grants
The foundation’s 2023 filing identifies Westphalia, Missouri, and its vicinity, including Osage County, as the primary geographic area for its giving. All reported grant dollars in filing year 2025 went to recipients in Missouri.
Grant Distribution by State
Share of 2025 grant dollars across all 72 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $2.0M (2020) to $2.5M (2025). In 2025 it made 72 grants totaling $2.5M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Holy Family School (Expansion Project) ($355K). Together the top 10 received $1.5M.
Grant Size Distribution
373 grants across all recorded years
The most common grant size was under $50K: 305 grants of 373 (82%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Holy Family School (Expansion Project) Freeburg, MO | General | $355,000 |
| Scholarship Recipients Jefferson City, MO | Scholarships | $276,000 |
| Immaculate Conception School Loose Creek, MO | General | $175,000 |
| Holy Family School Freeburg, MO | General | $105,000 |
| Sacred Heart School Freeburg, MO | General | $105,000 |
| St George School Linn, MO | General | $105,000 |
| St Joseph Catholic School Westphalia, MO | General | $105,000 |
| St Mary School (Frankenstein) Bonnots Mill, MO | General | $105,000 |
| St Thomas the Apostle Catholic School St Thomas, MO | General | $105,000 |
| Vitae Foundation Jefferson City, MO | General | $75,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $38,284,417 | $2,684,849 | $2,778,341 | $2,469,987 |
| 2024 | $38,371,909 | $2,497,599 | $2,604,917 | $2,255,598 |
| 2023 | $38,454,594 | $5,554,084 | $2,773,750 | $2,366,064 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $38,284,417 | $38,371,909 | $38,454,594 |
| Revenue | $2,684,849 | $2,497,599 | $5,554,084 |
| Expenses | $2,778,341 | $2,604,917 | $2,773,750 |
| Qualifying Distributions | $2,586,064 | $2,365,473 | $2,468,651 |
| Net Investment Income | $2,487,918 | $2,331,867 | $5,383,313 |
| Distributable Amount | $2,763,944 | $2,593,513 | $2,336,612 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS October 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 29, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 3, 2026)
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gary Boes, Kathy Robertson, Charles Schwartz, and Bruce Kampeter on the distribution committee; Julie Wieberg as director of the distribution committee; and Central Trust Bank as trustee.
A J Schwartze Community Foundation's 2025 filing lists 6 officers; 2 of 6 officers listed in 2025 are compensated.
Officers on the 2025 filing
Central Trust Bank
Trustee
On filings since 2020
15 hrs/week
$225K (2020) → $282K (2025)
Julie Wieberg
Director & Distr Committee
On filings since 2020
1 hr/week
$1K (2025)
Bruce Kampeter
Distr Committee
On filings since 2020
1 hr/week
$1K (2021) → $0 (2025)
Charles Schwartz
Distr Committee
On filings since 2020
1 hr/week
$1K (2024) → $0 (2025)
Gary Boes
Distr Committee
On filings since 2020
1 hr/week
$1K (2022) → $0 (2025)
Kathy Robertson
Distr Committee
On filings since 2020
1 hr/week
$1K (2024) → $0 (2025)
Former officers (1)
- Former: Fred Wieberg (2020) — Distr Committee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $282K, to Central Trust Bank (Trustee). 2 officers or directors reported compensation on that filing.
Contact
Application contact: Debbie Vanloo Trust Officer Co Cent
Mailing address: 111 E Miller St, Jefferson City, MO 65101
Phone: (573) 634-1224
Frequently asked questions about A J Schwartze Community Foundation
How much does A J Schwartze Community Foundation give each year?
A J Schwartze Community Foundation gave $2.5M across 72 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.3M across 70 grants.
What is A J Schwartze Community Foundation's typical grant size?
A J Schwartze Community Foundation's median grant in 2025 was $15,000, and its average grant was $34,305, across 72 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from A J Schwartze Community Foundation that year got $114K on average.
Where does A J Schwartze Community Foundation give grants?
A J Schwartze Community Foundation gives mostly in Missouri: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Westphalia, MO (14 grants), Linn, MO (10 grants), Freeburg, MO (9 grants) and Jefferson City, MO (9 grants).
Does A J Schwartze Community Foundation give general operating support?
Yes: 99% of A J Schwartze Community Foundation's 2025 grants with a stated purpose (71 of 72) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are A J Schwartze Community Foundation's largest grantees?
A J Schwartze Community Foundation's largest 2025 grantees include Holy Family School (Expansion Project) ($355,000), Scholarship Recipients ($276,000) and Immaculate Conception School ($175,000), according to its 2025 IRS Form 990-PF. Together they received 33% of its itemized 2025 grant dollars.
How large is A J Schwartze Community Foundation?
A J Schwartze Community Foundation reported $38.3M in total assets on its 2025 IRS Form 990-PF. It paid out $2.6M in qualifying distributions that year, against a required minimum of $2.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does A J Schwartze Community Foundation fund?
The foundation’s 2023 filing describes eligible purposes as charitable, religious, scientific, literary, or educational. It also states that no part of the trust may inure to the benefit of an individual. See mission & focus areas ↑
How do I apply for a grant from A J Schwartze Community Foundation?
The 2023 filing says applicants should contact the trust officer and provide a detailed description of the organization, program, and proposed use of funds; the people and geographic area that would benefit; the total… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is A J Schwartze Community Foundation's EIN?
A J Schwartze Community Foundation's EIN (Employer Identification Number) is 43-1092255. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching A J Schwartze Community Foundation by hand.
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