John H Schimmel Charitable Trust

PENNINGTON, NJ EIN: 90-6168507

John H Schimmel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 7 grants totaling $174K. Net investment income was $335K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

-0.8% YoY

Annual Giving

$174K

-3.6% YoY

Grant Count

7

+0.0% YoY

Avg Grant Size

$25K

-3.6% YoY

Under IRS private-foundation payout rules, John H Schimmel Charitable Trust reported a distributable amount of $249K for 2024 — the minimum it must pay out in qualifying distributions.

About John H Schimmel Charitable Trust

Based on IRS filings

John H Schimmel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 7 grants totaling $174K. Net investment income was $335K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AtlantaDallasNew YorkReadingWashingtonWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$147K$293K$440K$586K20202021202220232024
Metric202420232022
Total Assets$3,661,725$3,691,805$3,767,728
Revenue$374,257$171,906$92,729
Expenses$261,180$262,838$276,901
Qualifying Distributions$224,774$229,148$232,151
Net Investment Income$334,643$129,453$81,989
Distributable Amount$249,024$222,729$229,994

Giving Over Time

Total grant dollars and number of grants per year

$0$46K$91K$137K$183K7 grants20207 grants20217 grants20227 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

Catholic Charites Allent…$58KAmerican Lung Assn of th…$19KAmerican Cancer Society …$19KThe Salvation Army$19KAmerican Heart Associati…$19KHope Rescue Mission of T…$19KAmerican Red Cross$19K

Grant Size Distribution

35 grants across all recorded years

30<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Catholic Charites Allentown ($58,053), American Lung Assn of the Mid-Atlantic ($19,351), American Cancer Society Inc ($19,351).

RecipientPurposeAmount
American Lung Assn of the Mid-Atlantic NEW YORK, NYGENERAL OPERATING$19,351
American Cancer Society Inc ATLANTA, GAGENERAL OPERATING$19,351
The Salvation Army WEST NYACK, NYGENERAL OPERATING$19,351
American Heart Association Inc DALLAS, TXGENERAL OPERATING$19,351
Hope Rescue Mission of The City of Readi READING, PAGENERAL OPERATING$19,351
American Red Cross WASHINGTON, DCGENERAL OPERATING$19,351
Catholic Charites Allentown WASHINGTON, DCGENERAL OPERATING$58,053

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ACO-TRUSTEE$66KHENRY P HARTCO-TRUSTEE$19K

From 2024 filing

NameTitleHoursCompensation
HENRY P HARTCO-TRUSTEE2$18,767
BANK OF AMERICA N ACO-TRUSTEE2$65,591

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is John H Schimmel Charitable Trust?

John H Schimmel Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $3.7M in total assets as of 2024.

How large is John H Schimmel Charitable Trust?

As of 2024, John H Schimmel Charitable Trust holds $3.7M in total assets with $374K in annual revenue. It awarded 7 grants totaling $174K in 2024.

Where does John H Schimmel Charitable Trust operate?

John H Schimmel Charitable Trust has awarded grants in District of Columbia, Georgia, New York, Pennsylvania, Texas.

What size grants does John H Schimmel Charitable Trust award?

In 2024, John H Schimmel Charitable Trust awarded 7 grants totaling $174K — an average of about $25K per grant, based on its IRS Form 990 filings.

How much is John H Schimmel Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John H Schimmel Charitable Trust reported a distributable amount of $249K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John H Schimmel Charitable Trust's EIN?

John H Schimmel Charitable Trust's EIN (Employer Identification Number) is 90-6168507. 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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