Schmitz Joseph Jr Trust Ud
Schmitz Joseph Jr Trust Ud is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.0M in total assets. In 2025, it awarded 4 grants totaling $197K. Net investment income was $98K.
Schmitz Joseph Jr Trust Ud at a glance
In short: Schmitz Joseph Jr Trust Ud gave $197K across 4 grants in 2025 (avg $49K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $197,452
- -1.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $49,363
- -1.5% vs 2024
- Median grant
- $49,363
- Total assets
- $4,048,890
- -3.3% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Schmitz Joseph Jr Trust Ud funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was La Salle University ($49K). Together the top 4 received $197K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 11 grants of 20 (55%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Schmitz Joseph Jr Trust Ud gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 91% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $156K (2020) to $220K (2022). In 2025 it made 4 grants totaling $197K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| La Salle University Philadelphia, PA | General Operating | $49,363 |
| Sisters of the Holy Redeemer Meadowbrook, PA | General Operating | $49,363 |
| Holy Family University Phila, PA | General Operating | $49,363 |
| Nazareth Hospital Langhorne, PA | General Operating | $49,363 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,048,890 | $133,526 | $270,483 | $197,452 | 4 | $218,844 | $97,500 | $240,483 |
| 2024 | $4,186,574 | $1,406,715 | $256,960 | $200,500 | 4 | $220,801 | $1,372,657 | $211,801 |
| 2023 | $3,037,264 | $236,229 | $237,938 | $189,008 | 4 | $207,353 | $204,003 | $204,622 |
| 2022 | $3,039,434 | $141,909 | $282,597 | $219,632 | 4 | $242,476 | $106,964 | $209,933 |
| 2021 | $3,179,635 | $373,975 | $254,290 | $178,261 | 4 | $206,074 | $331,934 | $235,247 |
| 2020 | $3,060,905 | $328,580 | $218,868 | $156,471 | 4 | — | $291,690 | $195,684 |
| 2019 | $2,951,194 | $190,425 | $252,531 | $190,952 | 4 | — | $154,688 | $190,802 |
Under IRS private-foundation payout rules, Schmitz Joseph Jr Trust Ud reported a distributable amount of $240K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Schmitz Joseph Jr Trust Ud's only listed officer is BNY Mellon N A, Trustee since 2022 (on filings since 2019) (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
Co-Trustee → Trustee, 2022
On filings since 2019
1 hr/week
$48K (2019) → $53K (2025)
Former officers (1)
- Former: Roger M. Whiteman (2019–2022) — Co-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
The highest reported compensation on the 2025 filing was $53K, to BNY Mellon N a (Trustee).
Frequently asked questions about Schmitz Joseph Jr Trust Ud
How much does Schmitz Joseph Jr Trust Ud give each year?
Schmitz Joseph Jr Trust Ud gave $197K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $201K across 4 grants.
What is Schmitz Joseph Jr Trust Ud's typical grant size?
Schmitz Joseph Jr Trust Ud's median grant in 2025 was $49,363, and its average grant was $49,363, across 4 grants on its 2025 IRS Form 990-PF.
Where does Schmitz Joseph Jr Trust Ud give grants?
Schmitz Joseph Jr Trust Ud gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Schmitz Joseph Jr Trust Ud give general operating support?
Yes: 100% of Schmitz Joseph Jr Trust Ud's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Schmitz Joseph Jr Trust Ud?
Schmitz Joseph Jr Trust Ud reported $4.0M in total assets on its 2025 IRS Form 990-PF. It paid out $219K in qualifying distributions that year, against a required minimum of $240K (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 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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 2, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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