J George Schmid Jr Memorial Fund

Private foundation · Grantmaker Buffalo, NY EIN: 23-7984603

J George Schmid Jr Memorial Fund is a private foundation, based in Buffalo, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 8 grants totaling $98K. Net investment income was $171K.

Key facts about J George Schmid Jr Memorial Fund

In short: J George Schmid Jr Memorial Fund gave $98K across 8 grants in 2025 (avg $12K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
23-7984603
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$98,426
Grants made (2025)
8
Average grant
$12,303
Median grant
$5,906
Total assets
$2,212,422
Primary geography
Pennsylvania (92% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.2M

+3.1% YoY

Annual Giving

$98K

+4.0% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$12K

+17.0% YoY

Under IRS private-foundation payout rules, J George Schmid Jr Memorial Fund reported a distributable amount of $162K for 2025 — the minimum it must pay out in qualifying distributions.

How J George Schmid Jr Memorial Fund gives

  • Giving fell 39% from 2022 to 2025. Method
  • In 2025 it paid out 62% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

3states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

YorkFawn GroveGettysburgIndianapolisMorrestown

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K8 grants2019 8 grants2020 8 grants2021 9 grants2022 9 grants2023 9 grants2024 8 grants2025

From 2019 to 2025, annual grant giving ranged from $95K (2024) to $172K (2021). In 2025 it made 8 grants totaling $98K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Gettysburg College Financial Services: $44KGettysburg College FinancialServices$44KYork County History Center: $25KYork County History Center$25KSt Matthew's Lutheran Church: $6KSt Matthew's Lutheran Church$6KYork County SPCA: $6KYork County SPCA$6KCitizens Volunteer Fire Co of Fawn Grove: $6KCitizens Volunteer Fire Co ofFawn Grove$6KYoung Mens Christian Association: $4KYoung Mens ChristianAssociation$4KTau Kappa Epsilon Psi Chap: $4KTau Kappa Epsilon Psi Chap$4KTau Kappa Epsilon Natl Chapter TKE Education Fdn-TKE Fraternity: $4KTau Kappa Epsilon Natl ChapterTKE Education Fdn-TKE…$4K

The largest 2025 recipient was Gettysburg College Financial Services ($44K). Together the top 8 received $98K.

Grant Size Distribution

43 grants across all recorded years

40<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 43 (93%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Gettysburg College Financial Services Gettysburg, PAGeneral Support$44,291
York County History Center York, PAGeneral Support$24,606
St Matthew's Lutheran Church York, PAGeneral Support$5,906
York County SPCA York, PAGeneral Support$5,906
Citizens Volunteer Fire Co of Fawn Grove Fawn Grove, PAGeneral Support$5,906
Young Mens Christian Association York, PAGeneral Support$3,937
Tau Kappa Epsilon Psi Chap Morrestown, NJGeneral Support$3,937
Tau Kappa Epsilon Natl Chapter TKE Education Fdn-TKE Fraternity Indianapolis, INGeneral Support$3,937

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,212,422$2,145,609$2,109,246
Revenue$223,893$186,544$171,407
Expenses$154,966$149,094$167,586
Qualifying Distributions$100,029$96,121$123,228
Net Investment Income$170,729$135,906$126,904
Distributable Amount$161,907$152,747$134,807

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. Updated Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 27, 2024)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)

Leadership & Key People

Officers and directors from IRS filings

J George Schmid Jr Memorial Fund's only listed officer is M AND T Trust CO, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • M AND T Trust CO

    Trustee

    On filings since 2022

    5 hrs/week

    $41K (2022) → $46K (2025)

Former officers (2)
  • Former: M&T Trust CO (2020–2021) — Trustee
  • Former: Mt (2019) — Trustee

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

M and T Trust CO — Trustee: $46KM and T Trust COTrustee$46K

The highest reported compensation on the 2025 filing was $46K, to M and T Trust CO (Trustee).

Frequently asked questions about J George Schmid Jr Memorial Fund

How much does J George Schmid Jr Memorial Fund give each year?

J George Schmid Jr Memorial Fund gave $98K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $95K across 9 grants.

What is J George Schmid Jr Memorial Fund's typical grant size?

J George Schmid Jr Memorial Fund's median grant in 2025 was $5,906, and its average grant was $12,303, across 8 grants on its 2025 IRS Form 990-PF.

Where does J George Schmid Jr Memorial Fund give grants?

J George Schmid Jr Memorial Fund gives mostly in Pennsylvania: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were York, PA (4 grants).

Does J George Schmid Jr Memorial Fund give general operating support?

Yes: 100% of J George Schmid Jr Memorial Fund's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are J George Schmid Jr Memorial Fund's largest grantees?

J George Schmid Jr Memorial Fund's largest 2025 grantees include Gettysburg College Financial Services ($44,291), York County History Center ($24,606) and St Matthew's Lutheran Church ($5,906), according to its 2025 IRS Form 990-PF. Together they received 76% of its itemized 2025 grant dollars.

How large is J George Schmid Jr Memorial Fund?

J George Schmid Jr Memorial Fund reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $100K in qualifying distributions that year, against a required minimum of $162K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is J George Schmid Jr Memorial Fund's EIN?

J George Schmid Jr Memorial Fund's EIN (Employer Identification Number) is 23-7984603. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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