Francine P & Ben H Schwartz Us Bank Na
Francine P & Ben H Schwartz Us Bank Na is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3K in total assets. In 2024, it awarded 2 grants totaling $11. Net investment income was $4K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3K
+490.3% YoY
Annual Giving
$11
-99.6% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$5.5
-99.4% YoY
Under IRS private-foundation payout rules, Francine P & Ben H Schwartz Us Bank Na reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About Francine P & Ben H Schwartz Us Bank Na
Based on IRS filings
Francine P & Ben H Schwartz Us Bank Na is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3K in total assets. In 2024, it awarded 2 grants totaling $11. Net investment income was $4K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,993 | $507 | $684 |
| Revenue | $4,658 | $4,715 | $6,121 |
| Expenses | $2,174 | $4,891 | $8,361 |
| Qualifying Distributions | $1,661 | $4,377 | $7,851 |
| Net Investment Income | $4,205 | $4,263 | $4,165 |
| Distributable Amount | $5,087 | $4,500 | $6,013 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Isaac M Wise Temple ($7), Jewish Federation of Cincinnati ($4).
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF CINCINNATI CINCINNATI, OH | GENERAL OPERATING | $4 |
| ISAAC M WISE TEMPLE CINCINNATI, OH | GENERAL OPERATING | $7 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BEN H SCHWARTZ | TRUSTEE | — | — |
| FRANCINE P SCHWARTZ | TRUSTEE | — | — |
| JANE H SCHWARTZ | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Francine P & Ben H Schwartz Us Bank Na?
Francine P & Ben H Schwartz Us Bank Na is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $3K in total assets as of 2024.
How large is Francine P & Ben H Schwartz Us Bank Na?
As of 2024, Francine P & Ben H Schwartz Us Bank Na holds $3K in total assets with $5K in annual revenue. It awarded 2 grants totaling $11 in 2024.
Where does Francine P & Ben H Schwartz Us Bank Na operate?
Francine P & Ben H Schwartz Us Bank Na has awarded grants in California, Ohio.
What size grants does Francine P & Ben H Schwartz Us Bank Na award?
In 2024, Francine P & Ben H Schwartz Us Bank Na awarded 2 grants totaling $11 — an average of about $5.5 per grant, based on its IRS Form 990 filings.
How much is Francine P & Ben H Schwartz Us Bank Na required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Francine P & Ben H Schwartz Us Bank Na reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Francine P & Ben H Schwartz Us Bank Na's EIN?
Francine P & Ben H Schwartz Us Bank Na's EIN (Employer Identification Number) is 31-1532954. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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