The Evalee C Schwarz Charitable Trust for is a private foundation focused on Education, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22.5M in total assets. In 2024, it made $828K in qualifying distributions. Net investment income was $146K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$22.5M
-0.2% YoY
Revenue
$289K
-65.7% YoY
Qualifying Distributions
$828K
+11.7% YoY
Expenses
$331K
+4.9% YoY
About The Evalee C Schwarz Charitable Trust for
Based on IRS filings
The Evalee C Schwarz Charitable Trust for is a private foundation focused on Education, based in TULSA, OK. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $22.5M in total assets. In 2024, it made $828K in qualifying distributions. Net investment income was $146K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,515,396 | $22,563,158 | $22,718,140 |
| Revenue | $288,989 | $842,087 | $716,657 |
| Expenses | $330,583 | $315,285 | $344,510 |
| Qualifying Distributions | $828,338 | $741,663 | $634,641 |
| Net Investment Income | $146,311 | $577,025 | $422,368 |
| Distributable Amount | $1,241,851 | $736,600 | $775,326 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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