Schmitz Joseph Jr Trust Ud
Schmitz Joseph Jr Trust Ud is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 4 grants totaling $201K. Net investment income was $1.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
+37.8% YoY
Annual Giving
$201K
+6.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$50K
+6.1% YoY
About Schmitz Joseph Jr Trust Ud
Based on IRS filings
Schmitz Joseph Jr Trust Ud is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 4 grants totaling $201K. Net investment income was $1.4M.
Ready to take the next step with Schmitz Joseph Jr Trust Ud?
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 | $4,186,574 | $3,037,264 | $3,039,434 |
| Revenue | $1,406,715 | $236,229 | $141,909 |
| Expenses | $256,960 | $237,938 | $282,597 |
| Qualifying Distributions | $220,801 | $207,353 | $242,476 |
| Net Investment Income | $1,372,657 | $204,003 | $106,964 |
| Distributable Amount | $211,801 | $204,622 | $209,933 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $50,752 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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