Schwer Jr Walter J Decedent's Trust
Schwer Jr Walter J Decedent's Trust is a private foundation, based in Wilmington, DE. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $689K in total assets. In 2025, it awarded 2 grants totaling $16K. Net investment income was $22K.
Schwer Jr Walter J Decedent's Trust at a glance
In short: Schwer Jr Walter J Decedent's Trust gave $16K across 2 grants in 2025 (avg $8K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,936
- Grants made (2025)
- 2
- Average grant
- $7,968
- Median grant
- $7,968
- Total assets
- $688,789
- Primary geography
- Arizona (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Schwer Jr Walter J Decedent's Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Southwestern Medical Foundation ($12K). Together the top 2 received $16K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 5 grants of 6 (83%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Schwer Jr Walter J Decedent's Trust gives
- Giving fell 69% from 2022 to 2025. Method
- In 2025 it paid out 41% 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 2022 to 2025, annual grant giving ranged from $16K (2025) to $76K (2023). In 2025 it made 2 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Southwestern Medical Foundation Gilbert, AZ | General Funding | $11,952 |
| Friendship Village of Tempe Foundation Inc Inc Tempe, AZ | General Funding | $3,984 |
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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 | $688,789 | $40,312 | $34,114 | $15,936 | 2 | $17,679 | $22,129 | $42,690 |
| 2023 | $718,855 | $24,649 | $95,994 | $76,167 | 2 | $77,721 | $13,148 | $38,458 |
| 2022 | $789,585 | $-12,686 | $123,460 | $50,700 | 2 | $52,366 | $9,047 | $40,891 |
| 2021 | $924,173 | $254,765 | $43,991 | — | — | $4,225 | $237,337 | $52,269 |
Under IRS private-foundation payout rules, Schwer Jr Walter J Decedent's Trust reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Schwer Jr Walter J Decedent's Trust's only listed officer is Charles Schwab Trust CO Of Delaware, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Charles Schwab Trust CO Of Delaware
Trustee
On filings since 2021
40 hrs/week
$4K (2021) → $3K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $3K, to Charles Schwab Trust Co of Delaware (Trustee).
Frequently asked questions about Schwer Jr Walter J Decedent's Trust
How much does Schwer Jr Walter J Decedent's Trust give each year?
Schwer Jr Walter J Decedent's Trust gave $16K across 2 grants in 2025, according to its 2025 IRS Form 990-PF.
How large is Schwer Jr Walter J Decedent's Trust?
Schwer Jr Walter J Decedent's Trust reported $689K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $43K (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.
Where does Schwer Jr Walter J Decedent's Trust operate?
Schwer Jr Walter J Decedent's Trust has awarded grants in Arizona.
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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2021–2023
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