The Evalee C Schwarz Charitable Trust for

Foundation · Grantmaker TULSA, OK EIN: 76-6129622

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

Under IRS private-foundation payout rules, The Evalee C Schwarz Charitable Trust for reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.

About The Evalee C Schwarz Charitable Trust for

Based on IRS filings

Focus Areas

Education

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Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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 2024.

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

Education

Frequently Asked Questions

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 $22.5M in total assets as of 2024.

How large is The Evalee C Schwarz Charitable Trust for?

As of 2024, The Evalee C Schwarz Charitable Trust for holds $22.5M in total assets with $289K in annual revenue.

How much is The Evalee C Schwarz Charitable Trust for required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Evalee C Schwarz Charitable Trust for reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.