Schwegman Foundation Charitable Trust
Schwegman Foundation Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Xenia, OH. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $6K in total assets. In 2021, it awarded 15 grants totaling $54K.
Key facts about Schwegman Foundation Charitable Trust
- EIN
- 81-6712686
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $54,440
- Grants made (2021)
- 15
- Average grant
- $3,629
- Median grant
- $1,000
- Total assets
- $6,376
- Primary geography
- Ohio (85% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated September 2026.
Who Schwegman Foundation Charitable Trust funds
By grant dollars, the top recipient states for Schwegman Foundation Charitable Trust's 15 itemized 2021 grants were Ohio (85%) and Tennessee (6%). The most frequent recipient cities were Dayton, OH (3 grants) and Xenia, OH (2 grants). None of its 15 grants with a stated purpose were described as general or operating support.
How Schwegman Foundation Charitable Trust gives
- 60% of 2021 grantees were also funded in 2020. Method
Estimate from itemized IRS Form 990-PF grant lists (2021). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Schwegman Foundation Charitable Trust
- How to evaluate Schwegman Foundation Charitable Trust as a funder
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Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
$6K
+251.1% YoY
Annual Giving
$54K
+34.4% YoY
Grant Count
15
+25.0% YoY
Avg Grant Size
$4K
+7.5% YoY
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.
About Schwegman Foundation Charitable Trust
Based on IRS filings
Schwegman Foundation Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Xenia, OH. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $6K in total assets. In 2021, it awarded 15 grants totaling $54K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2021 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | $6,376 | $1,816 |
| Revenue | $59,000 | $38,235 |
| Expenses | $54,440 | $40,495 |
| Qualifying Distributions | — | — |
| Net Investment Income | — | — |
| Distributable Amount | $241 | $227 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2021
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest recipients include Roger Bacon High School ($30,000), The Hope Spot ($11,000), Operation Second Chance ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ROGER BACON HIGH SCHOOL Cincinnati, OH | FINANCIAL AID AND FACILITIES | $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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2021 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Charles Schwegman Trustee | Trustee | 4 | — |
| Mary K Schwegman Trustee | Trustee | 4 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Schwegman Foundation Charitable Trust?
Schwegman Foundation Charitable Trust is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in Xenia, OH. It holds $6K in total assets as of 2021.
How large is Schwegman Foundation Charitable Trust?
As of 2021, Schwegman Foundation Charitable Trust holds $6K in total assets with $59K in annual revenue. It awarded 15 grants totaling $54K in 2021.
Where does Schwegman Foundation Charitable Trust operate?
Schwegman Foundation Charitable Trust has awarded grants in District of Columbia, Maryland, Missouri, Nebraska, New York, Ohio, Tennessee.
What size grants does Schwegman Foundation Charitable Trust award?
In 2021, Schwegman Foundation Charitable Trust awarded 15 grants totaling $54K — an average of about $4K per grant, based on its IRS Form 990 filings.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.