Aj Schwartze Helias High School Scholars

Private foundation · Grantmaker Jefferson City, MO EIN: 43-6837622

Aj Schwartze Helias High School Scholars is a private foundation focused on Education, based in Jefferson City, MO. IRS filing data is available from 2020 through 2021. In 2021, it awarded 2 grants totaling $117K. Net investment income was $49K.

Aj Schwartze Helias High School Scholars at a glance

In short: Aj Schwartze Helias High School Scholars gave $117K across 2 grants in 2021 (avg $58K), mostly in Missouri. Source: 2021 IRS Form 990-PF.

Annual giving (2021)
$116,848
+369.7% vs 2020
Grants made (2021)
2
+0.0% vs 2020
Average grant
$58,424
+369.7% vs 2020
Median grant
$58,424
Primary geography
Missouri (100% of itemized 2021 grant dollars)
Latest 990 filing
Form 990-PF, 2021 View filing

Data from IRS Form 990-PF, 2021; updated September 2026.

Who Aj Schwartze Helias High School Scholars funds

How this funder distributes its grants

Top Recipients

Top recipient in 2021

A J Schwartze Foundation: $107KA J Schwartze Foundation$107K

The largest 2021 recipient was A J Schwartze Foundation ($107K).

Organizations only. It also paid 1 individual scholarship ($10,160), which are not listed by name.

Grant Size Distribution

4 grants across all recorded years

3<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 4 (75%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2021 grant dollars across all 2 itemized grants.

States

Cities

Jefferson City

How Aj Schwartze Helias High School Scholars gives

  • In 2021 it paid out well above its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2020 2 grants2021

From 2020 to 2021, annual grant giving ranged from $25K (2020) to $117K (2021). In 2021 it made 2 grants totaling $117K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
A J Schwartze Foundation Jefferson City, MOGeneral$106,688
1 individual scholarship Recipients not named —$10,160
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2021—$50,448$120,375$116,8482$117,088$49,475$3,593
2020$69,927$14,260$27,461$24,8752—$13,113$4,911

Under IRS private-foundation payout rules, Aj Schwartze Helias High School Scholars reported a distributable amount of $4K for 2021 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Aj Schwartze Helias High School Scholars's only listed officer is Central Trust Bank, Trustee on the 2021 filing (compensated).

Officers on the 2021 filing

  • Central Trust Bank

    Trustee

    New on the 2021 filing

    1 hr/week

    $2K (2021)

Former officers (1)
  • Former: Central Trust Company (2020) — Trustee

Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2021 IRS filing

Central Trust Bank — Trustee: $2KCentral Trust BankTrustee$2K

The highest reported compensation on the 2021 filing was $2K, to Central Trust Bank (Trustee).

Frequently asked questions about Aj Schwartze Helias High School Scholars

How much does Aj Schwartze Helias High School Scholars give each year?

Aj Schwartze Helias High School Scholars gave $117K across 2 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $25K across 2 grants.

What is Aj Schwartze Helias High School Scholars?

Aj Schwartze Helias High School Scholars is a private foundation focused on Education, based in Jefferson City, MO.

Where does Aj Schwartze Helias High School Scholars operate?

Aj Schwartze Helias High School Scholars has awarded grants in Missouri.

How much is Aj Schwartze Helias High School Scholars required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Aj Schwartze Helias High School Scholars reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Aj Schwartze Helias High School Scholars's EIN?

Aj Schwartze Helias High School Scholars's EIN (Employer Identification Number) is 43-6837622. IRS Form 990 filing data is available on this page for 2020–2021.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
  3. IRS filings on file for fiscal years 2020–2021

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Aj Schwartze Helias High School Scholars's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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