Swanson Schmucker Charitable Trust
Swanson Schmucker Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 4 grants totaling $171K. Net investment income was $83K.
Swanson Schmucker Charitable Trust at a glance
In short: Swanson Schmucker Charitable Trust gave $171K across 4 grants in 2025 (avg $43K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $171,224
- +0.3% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $42,806
- +0.3% vs 2024
- Median grant
- $42,806
- Total assets
- $2,195,420
- -4.6% vs 2024
- Primary geography
- Iowa (75% 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 Swanson Schmucker Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Indiana University Foundation ($43K). Together the top 4 received $171K.
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.
Cities
How Swanson Schmucker Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 89% 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 2021 to 2025, annual grant giving ranged from $152K (2022) to $181K (2023). In 2025 it made 4 grants totaling $171K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Indiana University Foundation Bloomington, IN | General Operating | $42,806 |
| First Presbyterian Church Ottumwa, IA | General Operating | $42,806 |
| University of Iowa Foundation Iowa City, IA | General Operating | $42,806 |
| Regional Service Guild Ottumwa, IA | General Operating | $42,806 |
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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 | $2,195,420 | $125,638 | $232,677 | $171,224 | 4 | $177,966 | $83,405 | $201,012 |
| 2024 | $2,302,460 | $102,198 | $233,890 | $170,700 | 4 | $178,412 | $76,279 | $178,935 |
| 2023 | $2,434,151 | $89,475 | $249,405 | $181,368 | 4 | $185,882 | $83,311 | $181,746 |
| 2022 | $2,594,083 | $683,473 | $235,971 | $151,844 | 4 | $160,119 | $557,480 | $183,110 |
| 2021 | $2,146,628 | $436,885 | $234,474 | $163,348 | 4 | — | $380,463 | $164,519 |
Under IRS private-foundation payout rules, Swanson Schmucker Charitable Trust reported a distributable amount of $201K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Swanson Schmucker Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2021
1 hr/week
$31K (2021) → $40K (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 $40K, to US Bank N a (Trustee).
Frequently asked questions about Swanson Schmucker Charitable Trust
How much does Swanson Schmucker Charitable Trust give each year?
Swanson Schmucker Charitable Trust gave $171K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $171K across 4 grants.
What is Swanson Schmucker Charitable Trust's typical grant size?
Swanson Schmucker Charitable Trust's median grant in 2025 was $42,806, and its average grant was $42,806, across 4 grants on its 2025 IRS Form 990-PF.
Where does Swanson Schmucker Charitable Trust give grants?
Swanson Schmucker Charitable Trust gives mostly in Iowa: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Indiana (25%). The most frequent recipient cities were Ottumwa, IA (2 grants).
Does Swanson Schmucker Charitable Trust give general operating support?
Yes: 100% of Swanson Schmucker Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Swanson Schmucker Charitable Trust?
Swanson Schmucker Charitable Trust reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $178K in qualifying distributions that year, against a required minimum of $201K (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 Swanson Schmucker Charitable Trust's EIN?
Swanson Schmucker Charitable Trust's EIN (Employer Identification Number) is 39-6795378. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 7, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS October 10, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS October 9, 2025)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Swanson Schmucker Charitable Trust funds
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