Private Foundation

SCHWARTZ MEMORIAL FOUNDATION TRUST

SCHWARTZ MEMORIAL FOUNDATION TRUST is a Private Foundation headquartered in EAGAN, MN. Financial data from the 2025 filing: $77K revenue, $89K expenses, $1.1M total assets. IRS filings disclose 35 grants awarded by this foundation, totaling roughly $584K.

EIN: 237075494 EAGAN, MN Latest filing: 2025

Total Revenue$77K

Total Expenses$89K

Total Assets$1.1M

Grants Given35

Grant Total$584K

Filing Years2021–2025

Sample Grants Given

INDIAN HILLS COMM COLLEGE FOUNDATION

OTTUMWA, IA · 2025

SCHOLARSHIPS

$21,318

ST AMBROSE UNIVERSITY

DAVENPORT, IA · 2025

SCHOLARSHIPS

$21,318

DAVIS COUNTY HOSPITAL

BLGOMFIELD, IA · 2025

SCHOLARSHIPS

$11,480

JEFFERSON COUNTY HOSPITAL

FAIRFIELD, IA · 2025

SCHOLARSHIPS

$11,480

INDIAN HILLS COMM COLLEGE FOUNDATION

OTTUMWA, IA · 2024

SCHOLARSHIPS

$19,486

Showing up to 5 of 35 total records — full history available with membership.

Officers & Directors

TRUSTEE Us Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$423,428 22 grants

GENERAL OPERATING

$137,956 11 grants

SCHOLARSHIP

$22,438 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$77K	$89K	$1.1M
2024	$72K	$85K	$1.1M
2023	$104K	$85K	$1.1M
2022	$37K	$95K	$1.1M
2021	$63K	$87K	$1.1M

Between 2021 and 2025, reported annual revenue grew from $63K to $77K (+23%), with total assets most recently reported at $1.1M.

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

Grant Geography

Grants from this foundation were reported to recipients in IA.

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

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