Private Foundation

SCHMITZ JOSEPH JR TRUST UD

SCHMITZ JOSEPH JR TRUST UD is a Private Foundation headquartered in PITTSBURGH, PA. Financial data from the 2025 filing: $134K revenue, $270K expenses, $4.0M total assets. IRS filings disclose 32 grants awarded by this foundation, totaling roughly $1.5M.

EIN: 236954101 PITTSBURGH, PA Latest filing: 2025

Total Revenue$134K

Total Expenses$270K

Total Assets$4.0M

Grants Given32

Grant Total$1.5M

Filing Years2021–2025

Sample Grants Given

HOLY FAMILY UNIVERSITY

PHILA, PA · 2025

GENERAL OPERATING

$49,363

NAZARETH HOSPITAL

LANGHORNE, PA · 2025

GENERAL OPERATING

$49,363

LA SALLE UNIVERSITY

PHILADELPHIA, PA · 2025

GENERAL OPERATING

$49,363

SISTERS OF THE HOLY REDEEMER

MEADOWBROOK, PA · 2025

GENERAL OPERATING

$49,363

NAZARETH HOSPITAL

LANGHORNE, PA · 2024

GENERAL OPERATING

$50,125

Showing up to 5 of 32 total records — full history available with membership.

Officers & Directors

TRUSTEE Bny Mellon N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$984,853 20 grants

GENERAL OPERATING PURPOSES

$523,874 12 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$134K	$270K	$4.0M
2024	$1.4M	$257K	$4.2M
2023	$236K	$238K	$3.0M
2022	$142K	$283K	$3.0M
2021	$374K	$254K	$3.2M

Between 2021 and 2025, reported annual revenue declined from $374K to $134K (-64%), with total assets most recently reported at $4.0M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in PA.

Full geographic grant map with state-by-state breakdown available with membership.

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