Schwartz Memorial Foundation Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Schwartz Memorial Foundation Trust. Data shown is extracted from Form 990-PF filings.
EIN: 23-7075494
Foundation Overview
Based in Milwaukee, WI, Schwartz Memorial Foundation Trust has awarded 39 grants totaling $671,288 to organizations in Iowa. Individual grants range from $8,610 to $23,944, with a median award of $20,226.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 8 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
100% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Ottumwa (26%), Davenport (26%), Bloomfield (26%).
Funding Trajectory
Stable funding levels with 3% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Diversified giving across multiple program areas with primary emphasis on education (57%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Schwartz Memorial Foundation Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Jefferson County Hospital | $11,219 | Fairfield, IA, US | Scholarship | 2023 |
| Davis County Hospital | $11,219 | Bloomfield, IA, US | Scholarship | 2023 |
| Indian Hills Comm College Foundation | $20,835 | Ottumwa, IA, US | Scholarships | 2023 |
| St Ambrose University | $20,835 | Davenport, IA, US | Scholarships | 2023 |
| Jefferson County Hospital | $11,219 | Fairfield, IA, US | Scholarship | 2023 |
| Davis County Hospital | $11,219 | Bloomfield, IA, US | Scholarship | 2023 |
| Indian Hills Comm College Foundation | $20,835 | Ottumwa, IA, US | Scholarships | 2023 |
| St Ambrose University | $20,835 | Davenport, IA, US | Scholarships | 2023 |
| Indian Hills Comm College Foundation | $23,943 | Ottumwa, IA, US | Scholarships | 2022 |
| St Ambrose University | $23,944 | Davenport, IA, US | Scholarships | 2022 |
| Jefferson County Hospital | $12,893 | Fairfield, IA, US | General Operating | 2022 |
| Davis County Hospital | $12,893 | Bloomfield, IA, US | General Operating | 2022 |
| Indian Hills Comm College Foundation | $23,943 | Ottumwa, IA, US | Scholarships | 2022 |
| St Ambrose University | $23,944 | Davenport, IA, US | Scholarships | 2022 |
| Jefferson County Hospital | $12,893 | Fairfield, IA, US | General Operating | 2022 |
| Davis County Hospital | $12,893 | Bloomfield, IA, US | General Operating | 2022 |
| Indian Hills Comm College Foundation | $23,943 | Ottumwa, IA, US | Scholarships | 2022 |
| St Ambrose University | $23,944 | Davenport, IA, US | Scholarships | 2022 |
| Jefferson County Hospital | $12,893 | Fairfield, IA, US | General Operating | 2022 |
| Davis County Hospital | $12,893 | Bloomfield, IA, US | General Operating | 2022 |
| Jefferson County Hospital | $11,243 | Fairfield, IA, US | General Operating | 2021 |
| Indian Hills Comm College Foundation | $20,880 | Ottumwa, IA, US | Scholarships | 2021 |
| Davis County Hospital | $11,243 | Bloomfield, IA, US | General Operating | 2021 |
| St Ambrose University | $20,879 | Davenport, IA, US | Scholarships | 2021 |
| Jefferson County Hospital | $13,648 | Fairfield, IA, US | General Operating | 2020 |
| Indian Hills Comm College Foundation | $20,668 | Ottumwa, IA, US | Scholarships | 2020 |
| Davis County Hospital | $8,610 | Bloomfield, IA, US | General Operating | 2020 |
| St Ambrose University | $20,668 | Davenport, IA, US | Scholarships | 2020 |
| Indian Hills Comm College Foundation | $21,359 | Ottumwa, IA, US | Scholarships | 2018 |
| St Ambrose University | $21,359 | Davenport, IA, US | Scholarships | 2018 |
| Jefferson County Hospital | $11,500 | Fairfield, IA, US | General Operating | 2018 |
| Davis County Hospital | $11,500 | Bloomfield, IA, US | General Operating | 2018 |
| Indian Hills Community College | $20,226 | Ottumwa, IA, US | Scholarships | 2017 |
| St Ambrose University | $20,226 | Davenport, IA, US | Scholarships | 2017 |
| Davis County Hospital | $21,782 | Bloomfield, IA, US | General Operating | 2017 |
| Jefferson County Hospital | $11,596 | Fairfield, IA, US | General Operating | 2016 |
| Indian Hills Comm College Foundation | $21,535 | Ottumwa, IA, US | Provide Scholarships To | 2016 |
| St Ambrose University | $21,535 | Davenport, IA, US | Provide Scholarships To | 2016 |
| Davis County Hospital | $11,596 | Bloomfield, IA, US | Support For Hospital | 2016 |
Foundations Similar to Schwartz Memorial Foundation Trust
Discover 5 foundations with comparable assets ($1,337,983-$1,352,916), similar grant patterns, and geographic focus in WI that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Gracia Bremer Charitable Foundation
EIN: 43-6601510 | 60 grants awarded |
$1,352,916
(≈ Similar) |
$10,314
median grant |
Milwaukee, WI
Same state |
|
|
Ron And Dana Dunford
EIN: 82-2727088 | 48 grants awarded |
$1,346,782
(≈ Similar) |
$14,000
median grant |
De Pere, WI
Same state |
|
|
Louie & Anna Mae Wohletz Fdn Trust
EIN: 71-0906018 | 40 grants awarded |
$1,345,407
(≈ Similar) |
$13,779.5
median grant |
Milwaukee, WI
Same state |
|
|
Krukar Charitable Tw Xxxxxx3415
EIN: 26-6616149 | 18 grants awarded |
$1,339,815
(≈ Similar) |
$30,790
median grant |
La Crosse, WI
Same state |
|
|
D Ernest And Eula Daniel Brown Charitable
EIN: 20-6672329 | 21 grants awarded |
$1,337,983
(≈ Similar) |
$23,501
median grant |
Milwaukee, WI
Same state |
|
Related Foundation Resources in WI:
Contact Information
Official contact details for Schwartz Memorial Foundation Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 23-7075494 |
| Website | N/A |
| Address | PO BOX 634 Milwaukee, WI 53201-0634 |
Key People (1)
Board members, trustees, and key staff who oversee Schwartz Memorial Foundation Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Us Bank N A |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Schwartz Memorial Foundation Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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