Schwegman Foundation Charitable Trust
Schwegman Foundation Charitable Trust is a private foundation based in Xenia, Ohio. Its 2021 filing reports support for educational assistance and facility improvements, alcohol and drug rehabilitation services, and services for disabled veterans, among other charitable purposes.
Schwegman Foundation Charitable Trust at a glance
In short: Schwegman Foundation Charitable Trust gave $54K across 15 grants in 2021 (avg $4K), mostly in Ohio. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $54,440
- +34.4% vs 2020
- Grants made (2021)
- 15
- +25.0% vs 2020
- Average grant
- $3,629
- +7.5% vs 2020
- Median grant
- $1,000
- Total assets
- $6,376
- +251.1% vs 2020
- Primary geography
- Ohio (85% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated October 2026.
How to apply to Schwegman Foundation Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. This policy is reported in its 2021 filing and is not presented as current.
- Contact
Mailing address: 2160 Forest Bend Dr, Xenia, OH 45385
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Schwegman Foundation Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
The largest 2021 recipient was The Hope Spot ($11K). Together the top 10 received $22K.
Organizations only. It also paid 1 grant to individuals ($30,000), which are not listed by name.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
In 2021, 85% of grant dollars went to recipients in Ohio, 6% to Tennessee, 5% to Maryland, 2% to New York, and 1% to Washington, DC.
Grant Distribution by State
Share of 2021 grant dollars across all 15 itemized grants.
Cities
How Schwegman Foundation Charitable Trust gives
- 60% of 2021 grantees were also funded in 2020. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $40K (2020) to $54K (2021). In 2021 it made 15 grants totaling $54K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 grant to individuals Recipients not named | — | $30,000 |
| The Hope Spot Xenia, OH | Drug and Alcohol Rehabilitation | $11,000 |
| Operation Second Chance Germantown, MD | Vteran Support Services | $2,500 |
| New Hope Church Dayton, OH | Church Supporting Addicts | $2,450 |
| 4-Paws for Ability Xenia, OH | Service Dog Provider | $1,500 |
| Tunnel to Towers Staten Island, NY | Aid to Police and Firearm | $1,000 |
| Circle Assembly of God Knoxville, TN | Christian Church | $1,000 |
| Union County Food Pantry Maynardville, TN | Food Support Services | $1,000 |
| Humane Society of Dayton Dayton, OH | Animal Protectin Serivces | $750 |
| ASPCA Washington, DC | Animal Protection Services | $600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Distributable Amount |
|---|---|---|---|---|---|---|
| 2021 | $6,376 | $59,000 | $54,440 | $54,440 | 15 | $241 |
| 2020 | $1,816 | $38,235 | $40,495 | $40,495 | 12 | $227 |
Under IRS private-foundation payout rules, Schwegman Foundation Charitable Trust reported a distributable amount of $241 for 2021 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s 2021 filing describes support for scholarships and facility improvements at an individual recipient High School, alcohol and drug rehabilitation services through The Hope Spot in the Xenia community, and mental health and recreational services for disabled veterans through Operation Second Chance.
Operation Second Chance describes its own mission as serving wounded, injured, and ill combat veterans and supporting veterans and their families. Its stated work includes addressing immediate needs and interests and promoting awareness of the sacrifices of the Armed Forces.
Grantmaking
In 2021, the foundation gave $54,440 through 15 grants. Grant amounts ranged from $350 to $30,000, with a median grant of $1,000. The largest grants included $30,000 to an individual recipient High School for financial aid and facilities, $11,000 to The Hope Spot for drug and alcohol rehabilitation, and $2,500 to Operation Second Chance for veteran support services.
Other listed 2021 grants included $2,450 to New Hope Church, $1,500 to 4-Paws for Ability, and $1,000 each to Tunnel to Towers, Circle Assembly of God, and Union County Food Pantry. The foundation also gave $750 to Humane Society of Dayton and $600 each to ASPCA, St. Jude Children’s Hospital, and Veterans of Foreign Wars.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2021 filing lists Charles Schwegman Trustee and Mary K Schwegman Trustee as trustees.
Schwegman Foundation Charitable Trust's 2021 filing lists 2 officers; none of the 2 officers listed in 2021 report compensation.
Officers on the 2021 filing
Charles Schwegman Trustee
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Mary K. Schwegman Trustee
Trustee
On filings since 2020
4 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Schwegman Foundation Charitable Trust
How much does Schwegman Foundation Charitable Trust give each year?
Schwegman Foundation Charitable Trust gave $54K across 15 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $40K across 12 grants.
What is Schwegman Foundation Charitable Trust's typical grant size?
Schwegman Foundation Charitable Trust's median grant in 2021 was $1,000, and its average grant was $3,629, across 15 grants on its 2021 IRS Form 990-PF.
Where does Schwegman Foundation Charitable Trust give grants?
Schwegman Foundation Charitable Trust gives mostly in Ohio: 85% of the grant dollars itemized on its 2021 IRS Form 990-PF went to recipients there. The next largest state was Tennessee (6%). The most frequent recipient cities were Dayton, OH (3 grants) and Xenia, OH (2 grants).
Does Schwegman Foundation Charitable Trust give general operating support?
Not in 2021: none of the 15 grants with a stated purpose on Schwegman Foundation Charitable Trust's 2021 IRS Form 990-PF were described as general or operating support.
Who are Schwegman Foundation Charitable Trust's largest grantees?
Schwegman Foundation Charitable Trust's largest 2021 grantees include The Hope Spot ($11,000), Operation Second Chance ($2,500) and New Hope Church ($2,450), according to its 2021 IRS Form 990-PF. It also paid 1 grant to individuals ($30,000), which are not listed by name. Together they received 29% of its itemized 2021 grant dollars.
How large is Schwegman Foundation Charitable Trust?
Schwegman Foundation Charitable Trust reported $6K in total assets on its 2021 IRS Form 990-PF. Its revenue that year was $59K.
What does Schwegman Foundation Charitable Trust fund?
The foundation’s 2021 filing describes support for scholarships and facility improvements at an individual recipient High School, alcohol and drug rehabilitation services through The Hope Spot in the Xenia community, and mental health and recreational services for disabled veterans through Operation Second Chance. See mission & focus areas ↑
How do I apply for a grant from Schwegman Foundation Charitable Trust?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Schwegman Foundation Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Schwegman Foundation Charitable Trust reported a distributable amount of $241 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Schwegman Foundation Charitable Trust's EIN?
Schwegman Foundation Charitable Trust's EIN (Employer Identification Number) is 81-6712686. IRS Form 990 filing data is available on this page for 2020–2021.
Does Schwegman Foundation Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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Figures come from Schwegman Foundation Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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