Funder DirectorySWANSON SCHMUCKER CHARITABLE TRUST
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Private foundation (trust)EIN 396795378Est. 2009-06

SWANSON SCHMUCKER CHARITABLE TRUST

MILWAUKEE, WI 532010634

Total Assets

$4.0M

FY 2024

Annual Giving

$171K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$43K

FY 2024

Grant Range

$43K–$43K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$126K

Total Expenses

$233K

Qualifying Distributions

$178K

Distributable Amount

$201K

Min. Investment Return

$202K

Undistributed Income

$194K

Payout rate 89%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.89%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $181K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

20 grants

FIRST PRESBYTERIAN CHURCH
$210K
5 grants
UNIVERSITY OF IOWA FOUNDATION
$210K
5 grants
REGIONAL SERVICE GUILD
$210K
5 grants
INDIANA UNIVERSITY
$167K
4 grants
INDIANA UNIVERSITY FOUNDATION
$43K
1 grant

Grant Size Distribution

20 grants

<$10K
$10–50K
20
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Iowa
$629K
75% of total
Indiana
$210K
25% of total

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SWANSON SCHMUCKER CHARITABLE TRUST — Grants, Financials & Contact | Grantivo