The Evalee C Schwarz Charitable Trust for
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 2025. As of 2025, the organization holds $23.3M in total assets. In 2025, it made $764K in qualifying distributions. Net investment income was $339K.
The Evalee C Schwarz Charitable Trust for at a glance
- Total assets
- $23,260,061
- +3.3% vs 2024
- Revenue (2025)
- $631,508
- +117.8% vs 2024
- Qualifying distributions (2025)
- $764,215
- -7.7% vs 2024
- Expenses (2025)
- $344,061
- +3.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Ready to take the next step with The Evalee C Schwarz Charitable Trust for?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2025 | $23,260,061 | $631,508 | $344,061 | $764,215 | $339,481 | $879,280 |
| 2024 | $22,515,396 | $289,904 | $331,341 | $828,338 | $141,521 | $802,977 |
| 2023 | $22,563,158 | $842,087 | $315,285 | $741,663 | $577,025 | $736,600 |
| 2022 | $22,718,140 | $716,657 | $344,510 | $634,641 | $422,368 | $775,326 |
| 2021 | $22,192,971 | $993,620 | $318,998 | — | $700,667 | $760,412 |
| 2020 | $21,640,867 | $889,036 | $345,854 | — | $633,220 | $660,905 |
Under IRS private-foundation payout rules, The Evalee C Schwarz Charitable Trust for reported a distributable amount of $879K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Evalee C Schwarz Charitable Trust for is led by Bokf, Corporate Trustee on filings since 2021 — the only officer listed, and compensated.
Officers on the 2025 filing
Bokf
Corporate Trustee
On filings since 2021
10 hrs/week
$127K (2021) → $144K (2025)
Former officers (2)
- Former: BOK Financial (2022) — Corporate Trustee
- Former: Bokf NA (2020) — Corporate Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $144K, to Bokf (Corporate Trustee).
Frequently asked questions about The Evalee C Schwarz Charitable Trust for
How large is The Evalee C Schwarz Charitable Trust for?
The Evalee C Schwarz Charitable Trust for reported $23.3M in total assets on its 2025 IRS Form 990-PF. It paid out $764K in qualifying distributions that year, against a required minimum of $879K (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 The Evalee C Schwarz Charitable Trust for?
The Evalee C Schwarz Charitable Trust for is a private foundation focused on Education, based in Tulsa, OK. It holds $23.3M in total assets as of 2025.
What is The Evalee C Schwarz Charitable Trust for's EIN?
The Evalee C Schwarz Charitable Trust for's EIN (Employer Identification Number) is 76-6129622. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 11, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 20, 2026)
- Added Form 990-PF for fiscal year 2025 (received by the IRS July 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in The Evalee C Schwarz Charitable Trust for's focus areas in our free grants database
Similar Funders
Similar funders in Oklahoma
Folds of Honor Foundation
Owasso, OK
Folds of Honor funds education scholarships for spouses and children of U.S. military service members and first responders killed or disabled in service, with awards available for K–12 and higher education in the United States and its territories. Awards are up to $5,000 per academic year, based on unmet need, and are paid directly to the school. It accepts scholarship applications through an online portal during its annual application window; it does not make grants to outside applicants.
Assets
$122.3M
Grants
1,551
Total Given
$37.6M
Tulsa Community Foundation
Tulsa, OK
Tulsa Community Foundation supports charitable causes through donor-advised grants and selected funds, including scholarships, emergency assistance, disaster relief, arts and humanities, healthcare, and financial literacy, primarily in the Tulsa metro area and eastern Oklahoma, with some giving elsewhere in the United States. Its 2024 median grant was $18,560; selected field-of-interest funds have application cycles, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$1.1B
Grants
1,066
Total Given
$158.6M
Oklahoma City Community Foundation Inc
Oklahoma City, OK
The Oklahoma City Community Foundation funds community programs in children’s opportunities, health care, culture and community, older adults, parks and public space, and animal welfare, primarily in Oklahoma City and Central Oklahoma. In 2025, its grants had a median of $18,251; published ranges include up to $40,000 for Opportunities for Children and $30,000 for Culture & Community. Its website lists some programs as open, but the profile does not state whether it accepts unsolicited requests.
Assets
$1.1B
Grants
698
Total Given
$63.3M
The Anne and Henry Zarrow Foundation
Tulsa, OK
The foundation supports nonprofits addressing poverty through housing, shelter, basic needs, social services, health and mental healthcare, and community empowerment, along with education, Jewish life, culture, and racial-justice initiatives. It funds primarily in metropolitan Tulsa, with additional support across Oklahoma and in Israel; 2024 grants ranged from $200 to $2.2 million, with a median of about $24,000. It accepts unsolicited requests: eligible nonprofits can email an initial inquiry.
Assets
$281.0M
Grants
476
Total Given
$37.3M
George Kaiser Family Foundation
Tulsa, OK
George Kaiser Family Foundation funds early childhood development and education, family and community well-being, justice, affordable housing, and Tulsa neighborhood and civic initiatives, primarily in Tulsa and Oklahoma. Its 2024 grants ranged from $500 to $20.2 million, with a median of $50,000. It does not accept unsolicited proposals for its general work, though eligible nonprofits may apply through its Accelerator Grants initiative.
Assets
$5.1B
Grants
383
Total Given
$99.9M
Inasmuch Foundation
Oklahoma City, OK
Inasmuch Foundation funds community enhancement, education, human services, and journalism, with priorities including education reform, workforce development, Oklahoma journalism, homelessness prevention, and behavioral health. It focuses on Oklahoma, especially Oklahoma City; its 2024 median grant was $10,000, though awards ranged from $50 to $1.5 million. It accepts requests through open spring and fall application cycles.
Assets
$409.7M
Grants
351
Total Given
$19.5M
More similar funders
More Funders in Oklahoma
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Evalee C Schwarz Charitable Trust for's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Evalee C Schwarz Charitable Trust for down — hundreds of funders to go?