Arvid W & Judy R Schwartz Family
Arvid W & Judy R Schwartz Family is a private foundation based in Green Isle, Minnesota. In 2025, it awarded 14 grants totaling $23,500, with grants to organizations in Minnesota and Wisconsin.
Key facts about Arvid W & Judy R Schwartz Family
In short: Arvid W & Judy R Schwartz Family gave $24K across 14 grants in 2025 (avg $2K), mostly in Minnesota. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 41-2013422
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $23,500
- Grants made (2025)
- 14
- Average grant
- $1,679
- Median grant
- $1,250
- New grantees (estimate)
- 7% first-time grantees (1 of 14, 2025; small sample)
- Total assets
- $750,403
- Primary geography
- Minnesota (77% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. 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
$750K
+3.4% YoY
Annual Giving
$24K
+6.8% YoY
Grant Count
14
-6.7% YoY
Avg Grant Size
$2K
+14.4% YoY
Under IRS private-foundation payout rules, Arvid W & Judy R Schwartz Family reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Is Arvid W & Judy R Schwartz Family open to new grantees?
7%
first-time grantees, 2025
In 2025, 1 of 14 grantees (7%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $500; repeat grants $2K. How we count
Medians: $500 first-time, $2K repeat.
- 79% of 2025 grantees were also funded in 2024. Method
- Giving grew 38% from 2022 to 2025. Method
- In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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 own mission is not stated in the available information. Its 2025 grants went to organizations whose stated missions include Christian higher education, Christian ministry and youth outreach, and care for people’s spiritual, physical, intellectual, and emotional needs. For example, Bethany Lutheran College describes its mission as providing Christian higher education in a challenging academic environment, while Lighthouse Youth Center says it aims to be a beacon for Christ to community youth.
Grantmaking
In 2025, the foundation made 14 grants totaling $23,500. Grants ranged from $500 to $5,000, with a median grant of $1,250. The largest awards were $5,000 each to Bethany Lutheran College in Mankato, Minnesota, and Opportunity for All KIDA (OAK) Foundation in St. Paul, Minnesota. Other notable grants included $2,000 each to Grace in Action in New Ulm, Minnesota, Lighthouse Youth Center in Milwaukee, Wisconsin, and MN Valley Lutheran High School in New Ulm, Minnesota. The listed 2025 grants were for general support.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Arvid W & Judy R Schwartz Family?
Geographic Focus
Where this funder awards grants
In 2025, 77% of grant dollars went to recipients in Minnesota and 23% to recipients in Wisconsin.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $17K (2021) to $37K (2019). In 2025 it made 14 grants totaling $24K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Bethany Lutheran College ($5K). Together the top 10 received $22K.
Grant Size Distribution
68 grants across all recorded years
The most common grant size was under $50K: 68 grants of 68 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethany Lutheran College Mankato, MN | General Support | $5,000 |
| Opportunity for All Kida (Oak) Foundation St. Paul, MN | General Support | $5,000 |
| Grace in Action New ULM, MN | General Support | $2,000 |
| Lighthouse Youth Center Milwaukee, WI | General Support | $2,000 |
| MN Valley Lutheran High School New ULM, MN | General Support | $2,000 |
| Mt Olive Lutheran Church Mankato, MN | General Support | $1,500 |
| The Lutheran Home Association Belle Plaine, MN | General Support | $1,500 |
| Wels Kingdom Workers Waukesha, WI | General Support | $1,000 |
| Wisconsin Lutheran College Milwaukee, WI | General Support | $1,000 |
| Bethlehem Lutheran Church Germantown, WI | General Support | $500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $750,403 | $37,241 | $42,164 | $23,500 |
| 2024 | $725,398 | $115,684 | $40,445 | $22,000 |
| 2023 | $596,986 | $99,652 | $36,677 | $18,000 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $750,403 | $725,398 | $596,986 |
| Revenue | $37,241 | $115,684 | $99,652 |
| Expenses | $42,164 | $40,445 | $36,677 |
| Qualifying Distributions | $34,513 | $32,970 | $29,182 |
| Net Investment Income | $36,253 | $29,739 | $8,494 |
| Distributable Amount | $27,737 | $23,427 | $18,691 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 3, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Arvid W Schwartz as president, Judy R Schwartz as vice president, Lance W Schwartz as secretary, and Carolle R Alfred as treasurer.
Arvid W & Judy R Schwartz Family is led by Arvid W. Schwartz, President on every filing since 2019; 2 of 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Arvid W. Schwartz
President
On filings since 2019
0 hrs/week
No compensation reported
Carolle R. Alfred
Treasurer
On filings since 2019
0 hrs/week
$5K (2019) → $5K (2025)
Lance W. Schwartz
Secretary
On filings since 2019
0 hrs/week
$5K (2019) → $5K (2025)
Judy R. Schwartz
Vice President
On filings since 2019
0 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 $5K, to Lance W Schwartz (Secretary). 2 officers or directors reported compensation on that filing.
Contact
Mailing address: 18600 391St Avenue, Green Isle, MN 55338
Phone: (507) 327-7048
Frequently asked questions about Arvid W & Judy R Schwartz Family
How much does Arvid W & Judy R Schwartz Family give each year?
Arvid W & Judy R Schwartz Family gave $24K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 15 grants.
What is Arvid W & Judy R Schwartz Family's typical grant size?
Arvid W & Judy R Schwartz Family's median grant in 2025 was $1,250, and its average grant was $1,679, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Arvid W & Judy R Schwartz Family that year got $500 on average.
Where does Arvid W & Judy R Schwartz Family give grants?
Arvid W & Judy R Schwartz Family gives mostly in Minnesota: 77% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (23%). The most frequent recipient cities were New ULM, MN (4 grants), Milwaukee, WI (3 grants) and Mankato, MN (2 grants).
Does Arvid W & Judy R Schwartz Family give general operating support?
Yes: 100% of Arvid W & Judy R Schwartz Family's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Arvid W & Judy R Schwartz Family's largest grantees?
Arvid W & Judy R Schwartz Family's largest 2025 grantees include Bethany Lutheran College ($5,000), Opportunity for All Kida (Oak) Foundation ($5,000) and Grace in Action ($2,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Arvid W & Judy R Schwartz Family?
Arvid W & Judy R Schwartz Family reported $750K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What does Arvid W & Judy R Schwartz Family fund?
The foundation’s own mission is not stated in the available information. Its 2025 grants went to organizations whose stated missions include Christian higher education, Christian ministry and youth outreach, and care for people’s spiritual, physical, intellectual, and emotional needs. See mission & focus areas ↑
How do I apply for a grant from Arvid W & Judy R Schwartz Family?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Arvid W & Judy R Schwartz Family's EIN?
Arvid W & Judy R Schwartz Family's EIN (Employer Identification Number) is 41-2013422. IRS Form 990 filing data is available on this page for 2019–2025.
Does Arvid W & Judy R Schwartz Family accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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