Allen Schwartz Scholarship Trust
Allen Schwartz Scholarship Trust is a private foundation focused on Education, based in Kirkland, WA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 1 grant totaling $6K. Net investment income was $5K.
Allen Schwartz Scholarship Trust at a glance
In short: Allen Schwartz Scholarship Trust gave $6K across 1 grant in 2025 (avg $6K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,000
- +90.5% vs 2024
- Grants made (2025)
- 1
- Average grant
- $6,000
- Median grant
- $6,000
- Total assets
- $1,005,874
- +33317.7% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Allen Schwartz Scholarship Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Fairfield Schools Scholar Fund - Fe ($6K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Allen Schwartz Scholarship Trust gives
- Giving grew 71% from 2022 to 2025. Method
- In 2025 it paid out 687% of 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 2021 to 2025, annual grant giving ranged from $3K (2021) to $6K (2025). In 2025 it made 1 grant totaling $6K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fairfield Schools Scholar Fund - Fe Fairfield, MT | Education Scholarships | $6,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,005,874 | $1,009,903 | $6,000 | $6,000 | 1 | $57,000 | $4,935 | $8,301 |
| 2024 | $3,010 | $3,000 | — | $3,150 | Total only | $3,150 | — | — |
| 2023 | $3,160 | $3,000 | — | $3,100 | 1 | $9,360 | — | — |
| 2022 | $3,260 | $3,000 | — | $3,500 | 1 | $7,000 | — | $158 |
| 2021 | $3,760 | $3,000 | $3,000 | $3,000 | Total only | $3,000 | — | — |
| 2020 | $3,010 | $4,500 | — | — | — | — | — | — |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
Under IRS private-foundation payout rules, Allen Schwartz Scholarship Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Allen Schwartz Scholarship Trust is led by Dustin Gordon, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Dustin Gordon
President
On filings since 2020
No compensation reported
Terry Stengrimson
Trustee
Greenfield → Greenfield Trustee, 2023
Greenfield Trustee → Trustee, 2025
On filings since 2020
No compensation reported
Allen Schwartz
Princ Officer
Principal Officer → Princ Officer, 2025
On filings since 2020
No compensation reported
Marca Gibson
Secretary-Treas
Secretary Treasurer → Secretary-Treas, 2025
On filings since 2023
No compensation reported
Former officers (2)
- Former: Chris Christensen (2023–2024) — Fairfield Trustee
- Former: Sandy Johnson (2020–2022) — Secretary Treasurer
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.
Frequently asked questions about Allen Schwartz Scholarship Trust
How much does Allen Schwartz Scholarship Trust give each year?
Allen Schwartz Scholarship Trust gave $6K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it reported $3K in grants paid.
How large is Allen Schwartz Scholarship Trust?
Allen Schwartz Scholarship Trust reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $57K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).
What is Allen Schwartz Scholarship Trust?
Allen Schwartz Scholarship Trust is a private foundation focused on Education, based in Kirkland, WA. It holds $1.0M in total assets as of 2025.
Where does Allen Schwartz Scholarship Trust operate?
Allen Schwartz Scholarship Trust has awarded grants in Montana.
What is Allen Schwartz Scholarship Trust's EIN?
Allen Schwartz Scholarship Trust's EIN (Employer Identification Number) is 27-6885713. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
Live grants for the work Allen Schwartz Scholarship Trust funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Allen Schwartz Scholarship Trust's focus areas in our free grants database
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