Private foundation (trust)EIN 237075494Est. 1972-12
SCHWARTZ MEMORIAL FOUNDATION TRUST
MILWAUKEE, WI 532010634
Total Assets
$1.4M
FY 2023
Annual Giving
$64K
FY 2023
Grants Made
4
FY 2023
Avg Grant
$16K
FY 2023
Grant Range
$11K–$21K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$104K
Total Expenses
$85K
Qualifying Distributions
$67K
Distributable Amount
$63K
Min. Investment Return
$64K
Undistributed Income
$60K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
4 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
20 grants
Grant Size Distribution
20 grants
Geographic Focus
1 states
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