Schwer Jr Walter J Decedent's Trust

WILMINGTON, DE EIN: 86-6308677

Schwer Jr Walter J Decedent's Trust is a private foundation, based in WILMINGTON, DE. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $719K in total assets. In 2023, it awarded 2 grants totaling $76K. Net investment income was $13K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$719K

-9.0% YoY

Annual Giving

$76K

+50.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$38K

+50.2% YoY

Under IRS private-foundation payout rules, Schwer Jr Walter J Decedent's Trust reported a distributable amount of $38K for 2023 — the minimum it must pay out in qualifying distributions.

About Schwer Jr Walter J Decedent's Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $127K (100%)

States

Arizona

Cities

MesaTempe

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$718,855	$789,585	$924,173
Revenue	$24,649	$-12,686	$254,765
Expenses	$95,994	$123,460	$43,991
Qualifying Distributions	$77,721	$52,366	$4,225
Net Investment Income	$13,148	$9,047	$237,337
Distributable Amount	$38,458	$40,891	$52,269

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2023

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Southwestern Medical Foundation ($57,125), Friendship Village of Tempe Foundation ($19,042).

Recipient	Purpose	Amount
FRIENDSHIP VILLAGE OF TEMPE FOUNDATION TEMPE, AZ	GENERAL FUNDING	$19,042
SOUTHWESTERN MEDICAL FOUNDATION MESA, AZ	GENERAL FUNDING	$57,125

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Schwer Jr Walter J Decedent's Trust?

As of 2023, Schwer Jr Walter J Decedent's Trust holds $719K in total assets with $25K in annual revenue. It awarded 2 grants totaling $76K in 2023.

Where does Schwer Jr Walter J Decedent's Trust operate?

Schwer Jr Walter J Decedent's Trust has awarded grants in Arizona.

What size grants does Schwer Jr Walter J Decedent's Trust award?

In 2023, Schwer Jr Walter J Decedent's Trust awarded 2 grants totaling $76K — an average of about $38K per grant, based on its IRS Form 990 filings.

How much is Schwer Jr Walter J Decedent's Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Schwer Jr Walter J Decedent's Trust reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Schwer Jr Walter J Decedent's Trust's EIN?

Schwer Jr Walter J Decedent's Trust's EIN (Employer Identification Number) is 86-6308677. IRS Form 990 filing data is available on this page for 2021–2023.