Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Swanson Schmucker Charitable Trust 050011527800 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2009. The principal officer is U S Bank N A Ttee. It holds total assets of $2.2M. Annual income is reported at $337K. Total assets have decreased from $2.8M in 2011 to $2.2M in 2024. The foundation is governed by 1 officer or trustee. 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 2024. The foundation primarily funds organizations in Iowa and Indiana. According to available records, Swanson Schmucker Charitable Trust 050011527800 has made 8 grants totaling $333K, with a median grant of $42K. The foundation has distributed between $152K and $181K annually from 2022 to 2023. Individual grants have ranged from $38K to $45K, with an average award of $42K. The foundation has supported 4 unique organizations. Grants have been distributed to organizations in Iowa and Indiana. Contributions to this foundation are tax-deductible.
Smallest Grant
$38K
Median Grant
$38K
Average Grant
$38K
Largest Grant
$38K
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.
Swanson Schmucker Charitable Trust 050011527800 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in IA, IN.
Swanson Schmucker Charitable Trust 050011527800 has distributed a total of $333K across 8 grants. The median grant size is $42K, with an average of $42K. Individual grants have ranged from $38K to $45K.
Swanson Schmucker Charitable Trust 050011527800 typically selects its grantees rather than accepting unsolicited proposals.
Swanson Schmucker Charitable Trust 050011527800 is headquartered in MILWAUKEE, WI. While based in WI, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $36K | $0 | $36K |
Total Giving
N/A
Total Assets
$2.2M
Fair Market Value
N/A
Net Worth
$2.2M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
8
Total Giving
$333K
Average Grant
$42K
Median Grant
$42K
Unique Recipients
4
Most Common Grant
$38K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Presbyterian ChurchGENERAL OPERATING | Ottumwa, IA | $45K | 2023 |
| Indiana UniversityGENERAL OPERATING | Bloomington, IN | $45K | 2023 |
| University Of Iowa FoundationGENERAL OPERATING | Iowa City, IA | $45K | 2023 |
| Regional Service GuildGENERAL OPERATING | Ottumwa, IA | $45K | 2023 |
MILWAUKEE, WI
WAUKESHA, WI
MILWAUKEE, WI