Also known as: FOUNDATION
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Arvid W And Judy R Schwartz Family Foundation is a private trust based in GREEN ISLE, MN. The foundation received its IRS ruling in 2001. The principal officer is Arvid W Schwartz. It holds total assets of $725K. Annual income is reported at $116K. Total assets have grown from $75K in 2011 to $597K in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Minnesota and Wisconsin. According to available records, Arvid W And Judy R Schwartz Family Foundation has made 51 grants totaling $79K, with a median grant of $1K. Annual giving has decreased from $27K in 2020 to $18K in 2023. Grantmaking activity was highest in 2022 with $34K distributed across 24 grants. Individual grants have ranged from $100 to $9K, with an average award of $2K. The foundation has supported 22 unique organizations. Grants have been distributed to organizations in Minnesota and Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$300
Median Grant
$2K
Average Grant
$3K
Largest Grant
$9K
Based on 10 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Arvid W And Judy R Schwartz Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 51 grants. Its grantmaking reaches organizations primarily in MN, WI.
Arvid W And Judy R Schwartz Family Foundation has distributed a total of $79K across 51 grants. The median grant size is $1K, with an average of $2K. Individual grants have ranged from $100 to $9K.
Arvid W And Judy R Schwartz Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Arvid W And Judy R Schwartz Family Foundation is headquartered in GREEN ISLE, MN. While based in MN, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lance W Schwartz | SECRETARY | $5K | $0 | $5K |
| Carolle R Alfred | TREASURER | $5K | $0 | $5K |
| Arvid W Schwartz | PRESIDENT | $0 | $0 | N/A |
| Judy R Schwartz | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$37K
Total Assets
$597K
Fair Market Value
$597K
Net Worth
$597K
Grants Paid
$18K
Contributions
$90K
Net Investment Income
$8K
Distribution Amount
$19K
Total: N/A
Total Grants
51
Total Giving
$79K
Average Grant
$2K
Median Grant
$1K
Unique Recipients
22
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Bethany Lutheran CollegeGENERAL SUPPORT | Mankato, MN | $4K | 2023 |
| Lighthouse Youth CenterGENERAL SUPPORT | Milwaukee, WI | $2K | 2023 |
| The Lutheran Home AssociationGENERAL SUPPORT | Belle Plaine, MN | $2K | 2023 |
| Mn Valley Lutheran High SchoolGENERAL SUPPORT | New Ulm, MN | $2K | 2023 |
| Wisconsin Lutheran CollegeGENERAL SUPPORT | Milwaukee, WI | $2K | 2023 |
| St John'S Lutheran ChurchGENERAL SUPPORT | Wood Lake, MN | $1K | 2023 |
| Mt Olive Lutheran ChurchGENERAL SUPPORT | Mankato, MN | $1K | 2023 |
| Wels Kingdom WorkersGENERAL SUPPORT | Waukesha, WI | $750 | 2023 |
| St Paul'S Lutheran SchoolGENERAL SUPPORT | New Ulm, MN | $500 | 2023 |
| Branch Lutheran Schools Of Haiti IncGENERAL SUPPORT | Roseville, MN | $500 | 2023 |
| Union Gospel MissionGENERAL SUPPORT | St Paul, MN | $500 | 2023 |
| St Paul'S Lutheran CollegeGENERAL SUPPORT | New Ulm, MN | $500 | 2023 |
| Bethlehem Lutheran ChurchGENERAL SUPPORT | Germantown, WI | $500 | 2023 |
| Time Of Grace MinistryGENERAL SUPPORT | Milwaukee, WI | $500 | 2023 |
| Evangelical Lutheran SynodGENERAL SUPPORT | Mankato, MN | $450 | 2023 |
| Wisconsin Lutheran SeminaryGENERAL SUPPORT | Mequon, WI | $200 | 2023 |
| Wisconsin Evangelical Lutheran SynodGENERAL SUPPORT | Waukesha, WI | $100 | 2023 |
| Wels World MissionsGENERAL SUPPORT | Waukesha, WI | $500 | 2022 |
| Bethlehem Lutheran CollegeGENERAL SUPPORT | Sheboygan, WI | $500 | 2022 |
| Time Of Grace MinisterGENERAL SUPPORT | Milwaukee, WI | $500 | 2022 |
| St Paul'S Lutheran ChurchGENERAL SUPPORT | New Ulm, MN | $9K | 2020 |