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
Under IRS private-foundation payout rules, Schmitz Joseph Jr Trust Ud reported a distributable amount of $212K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include La Salle University ($50,125), Sisters of the Holy Redeemer ($50,125), Holy Family University ($50,125).
| Recipient | Purpose | Amount |
|---|---|---|
| LA SALLE UNIVERSITY PHILADELPHIA, PA | GENERAL OPERATING | $50,125 |
| SISTERS OF THE HOLY REDEEMER MEADOWBROOK, PA | GENERAL OPERATING | $50,125 |
| HOLY FAMILY UNIVERSITY PHILADELPHIA, PA | GENERAL OPERATING | $50,125 |
| NAZARETH HOSPITAL LANGHORNE, PA | GENERAL OPERATING | $50,125 |
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 |
Frequently Asked Questions
How large is Schmitz Joseph Jr Trust Ud?
As of 2024, Schmitz Joseph Jr Trust Ud holds $4.2M in total assets with $1.4M in annual revenue. It awarded 4 grants totaling $201K in 2024.
Where does Schmitz Joseph Jr Trust Ud operate?
Schmitz Joseph Jr Trust Ud has awarded grants in Pennsylvania.
What size grants does Schmitz Joseph Jr Trust Ud award?
In 2024, Schmitz Joseph Jr Trust Ud awarded 4 grants totaling $201K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Schmitz Joseph Jr Trust Ud required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schmitz Joseph Jr Trust Ud reported a distributable amount of $212K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Schmitz Joseph Jr Trust Ud's EIN?
Schmitz Joseph Jr Trust Ud's EIN (Employer Identification Number) is 23-6954101. 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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