Schwartz Memorial Foundation Trust
Schwartz Memorial Foundation Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 4 grants totaling $66K. Net investment income was $56K.
Schwartz Memorial Foundation Trust at a glance
In short: Schwartz Memorial Foundation Trust gave $66K across 4 grants in 2025 (avg $16K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $65,596
- +9.4% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $16,399
- +9.4% vs 2024
- Median grant
- $16,399
- Total assets
- $1,060,751
- -1.2% vs 2024
- Primary geography
- Iowa (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 Schwartz Memorial Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was St Ambrose University ($21K). Together the top 3 received $44K.
Organizations only. It also paid 1 individual scholarship ($21,318), which are not listed by name.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Schwartz Memorial Foundation Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 94% 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 2020 to 2025, annual grant giving ranged from $60K (2024) to $74K (2022). In 2025 it made 4 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $21,318 |
| St Ambrose University Davenport, IA | Scholarships | $21,318 |
| Jefferson County Hospital Fairfield, IA | Scholarships | $11,480 |
| Davis County Hospital Blgomfield, IA | Scholarships | $11,480 |
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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 | $1,060,751 | $77,455 | $89,188 | $65,596 | 4 | $68,534 | $55,800 | $72,593 |
| 2024 | $1,073,264 | $72,323 | $84,609 | $59,958 | 4 | $62,796 | $52,531 | $68,436 |
| 2023 | $1,085,593 | $103,904 | $84,971 | $64,108 | 4 | $66,784 | $85,198 | $62,632 |
| 2022 | $1,066,667 | $37,383 | $95,414 | $73,673 | 4 | $76,354 | $19,314 | $66,790 |
| 2021 | $1,124,838 | $63,227 | $86,924 | $64,245 | 4 | $67,153 | $43,350 | $76,581 |
| 2020 | $1,148,535 | $32,870 | $84,454 | $63,594 | 4 | — | $15,372 | $66,870 |
Under IRS private-foundation payout rules, Schwartz Memorial Foundation Trust reported a distributable amount of $73K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Schwartz Memorial Foundation Trust's only listed officer is US Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2020
1 hr/week
$19K (2020) → $22K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $22K, to US Bank N a (Trustee).
Frequently asked questions about Schwartz Memorial Foundation Trust
How much does Schwartz Memorial Foundation Trust give each year?
Schwartz Memorial Foundation Trust gave $66K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $60K across 4 grants.
What is Schwartz Memorial Foundation Trust's typical grant size?
Schwartz Memorial Foundation Trust's median grant in 2025 was $16,399, and its average grant was $16,399, across 4 grants on its 2025 IRS Form 990-PF.
Where does Schwartz Memorial Foundation Trust give grants?
Schwartz Memorial Foundation Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Schwartz Memorial Foundation Trust give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Schwartz Memorial Foundation Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).
How large is Schwartz Memorial Foundation Trust?
Schwartz Memorial Foundation Trust reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $73K (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 Schwartz Memorial Foundation Trust's EIN?
Schwartz Memorial Foundation Trust's EIN (Employer Identification Number) is 23-7075494. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Live grants for the work Schwartz Memorial Foundation Trust funds
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