Aj Schwartze Scholarship Fund III
Aj Schwartze Scholarship Fund III is a private foundation, based in Jefferson City, MO. IRS filing data is available from 2020 through 2021. In 2021, it awarded 1 grant totaling $80K. Net investment income was $7K.
Aj Schwartze Scholarship Fund III at a glance
In short: Aj Schwartze Scholarship Fund III gave $80K across 1 grant in 2021 (avg $80K), mostly in Missouri. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $79,801
- +600.1% vs 2020
- Grants made (2021)
- 1
- +0.0% vs 2020
- Average grant
- $79,801
- +600.1% vs 2020
- Median grant
- $79,801
- 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 Scholarship Fund III funds
How this funder distributes its grants
Top Recipients
Top recipient in 2021
The largest 2021 recipient was A J Schwartze Community Foundation ($80K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2021 grant dollars on its one itemized grant.
States
Cities
How Aj Schwartze Scholarship Fund III 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
From 2020 to 2021, annual grant giving ranged from $11K (2020) to $80K (2021). In 2021 it made 1 grant totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| A J Schwartze Community Foundation Jefferson City, MO | General | $79,801 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $7,614 | $83,370 | $79,801 | 1 | $80,041 | $6,654 | $3,280 |
| 2020 | $75,756 | $25,570 | $13,574 | $11,398 | 1 | — | $24,739 | $3,392 |
Under IRS private-foundation payout rules, Aj Schwartze Scholarship Fund III reported a distributable amount of $3K for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Aj Schwartze Scholarship Fund III'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
The highest reported compensation on the 2021 filing was $2K, to Central Trust Bank (Trustee).
Frequently asked questions about Aj Schwartze Scholarship Fund III
How much does Aj Schwartze Scholarship Fund III give each year?
Aj Schwartze Scholarship Fund III gave $80K across 1 grant in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $11K across 1 grant.
Where does Aj Schwartze Scholarship Fund III operate?
Aj Schwartze Scholarship Fund III has awarded grants in Missouri.
How much is Aj Schwartze Scholarship Fund III required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Aj Schwartze Scholarship Fund III reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Aj Schwartze Scholarship Fund III's EIN?
Aj Schwartze Scholarship Fund III's EIN (Employer Identification Number) is 43-6804089. 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- IRS filings on file for fiscal years 2020–2021
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Browse active grant opportunities in Aj Schwartze Scholarship Fund III's focus areas in our free grants database
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