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Joseph Schmitz Jr Trust U D is a private trust based in PITTSBURGH, PA. The foundation received its IRS ruling in 1991. The principal officer is Mellon Bank Na. It holds total assets of $4.2M. Annual income is reported at $3.2M. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Pennsylvania. According to available records, Joseph Schmitz Jr Trust U D has made 16 grants totaling $774K, with a median grant of $55K. Annual giving has grown from $156K in 2020 to $439K in 2022. Individual grants have ranged from $25K to $58K, with an average award of $48K. The foundation has supported 4 unique organizations. Grant recipients are concentrated in Pennsylvania. Contributions to this foundation are tax-deductible.
Smallest Grant
$25K
Median Grant
$44K
Average Grant
$39K
Largest Grant
$44K
Based on 4 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.
Joseph Schmitz Jr Trust U D is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 16 grants. Its grantmaking reaches organizations primarily in PA.
Joseph Schmitz Jr Trust U D has distributed a total of $774K across 16 grants. The median grant size is $55K, with an average of $48K. Individual grants have ranged from $25K to $58K.
Joseph Schmitz Jr Trust U D typically selects its grantees rather than accepting unsolicited proposals.
Joseph Schmitz Jr Trust U D is headquartered in PITTSBURGH, PA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bny Mellon N A | TRUSTEE | $51K | $0 | $51K |
| Roger M Whiteman | CO-TRUSTEE | $6K | $0 | $6K |
Total Giving
$238K
Total Assets
$3M
Fair Market Value
$4.5M
Net Worth
$3M
Grants Paid
$189K
Contributions
N/A
Net Investment Income
$204K
Distribution Amount
$205K
Total Grants
16
Total Giving
$774K
Average Grant
$48K
Median Grant
$55K
Unique Recipients
4
Most Common Grant
$55K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| La Salle UniversityGENERAL OPERATING | Philadelphia, PA | $55K | 2022 |
| Sisters Of The Holy RedeemerGENERAL OPERATING | Downingtown, PA | $55K | 2022 |
| Holy Family UniversityGENERAL OPERATING | Phila, PA | $55K | 2022 |
| Nazareth HospitalGENERAL OPERATING | Philadelphia, PA | $55K | 2022 |