Francine P & Ben H Schwartz US Bank NA
Francine P & Ben H Schwartz US Bank NA is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2K in total assets. In 2025, it awarded 1 grant totaling $3K. Net investment income was $4K.
Key facts about Francine P & Ben H Schwartz US Bank NA
In short: Francine P & Ben H Schwartz US Bank NA gave $3K across 1 grant in 2025 (avg $3K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- EIN
- 31-1532954
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,379
- Grants made (2025)
- 1
- Average grant
- $3,379
- Median grant
- $3,379
- Total assets
- $1,784
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2K
-40.4% YoY
Annual Giving
$3K
+30618.2% YoY
Grant Count
1
-50.0% YoY
Avg Grant Size
$3K
+61336.4% YoY
Under IRS private-foundation payout rules, Francine P & Ben H Schwartz US Bank NA reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
How Francine P & Ben H Schwartz US Bank NA gives
- Giving fell 45% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $11 (2024) to $7K (2021). In 2025 it made 1 grant totaling $3K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Isaac M Wise Temple ($3K).
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Isaac M Wise Temple Cincinnati, OH | General Operating | $3,379 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,784 | $2,993 | $507 |
| Revenue | $4,588 | $4,658 | $4,715 |
| Expenses | $5,793 | $2,174 | $4,891 |
| Qualifying Distributions | $5,280 | $1,661 | $4,377 |
| Net Investment Income | $4,133 | $4,205 | $4,263 |
| Distributable Amount | $5,158 | $5,087 | $4,500 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
Leadership & Key People
Officers and directors from IRS filings
Francine P & Ben H Schwartz US Bank NA's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ben H. Schwartz
Trustee
On filings since 2020
No compensation reported
Francine P. Schwartz
Trustee
On filings since 2020
No compensation reported
Jane H. Schwartz
Trustee
On filings since 2020
No compensation reported
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 Francine P & Ben H Schwartz US Bank NA
How much does Francine P & Ben H Schwartz US Bank NA give each year?
Francine P & Ben H Schwartz US Bank NA gave $3K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11 across 2 grants.
How large is Francine P & Ben H Schwartz US Bank NA?
Francine P & Ben H Schwartz US Bank NA reported $2K in total assets on its 2025 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
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 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Francine P & Ben H Schwartz US Bank NA by hand.
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