Nonprofit · EIN 23-7075494
SCHWARTZ MEMORIAL FOUNDATION TRUST
Tax-exempt · SAINT PAUL, MN 55164
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $77,455 | $89,188 | -$11,733 | $1,060,751 | $0 | $1,060,751 |
| December 31, 2024 | 990-PF | $72,323 | $84,609 | -$12,286 | $1,073,264 | $0 | $1,073,264 |
| December 31, 2023 | 990-PF | $103,904 | $84,971 | $18,933 | $1,085,593 | $0 | $1,085,593 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $46,582
- Net gain from sales of assets
- $30,852
- Other income
- $21
Expenses
- Grants and similar amounts paid
- $65,596
- Compensation of officers, directors and key employees
- $21,877
- Disbursements for charitable purposes
- $68,534
- Excise tax on investment income
- $776
Balance sheet and other
- Total assets, start of year
- $1,073,264
- Total assets, end of year
- $1,060,751
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,060,751
- Fair market value of assets
- $1,546,848
- Qualifying distributions
- $68,534
- Net investment income
- $76,176
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 64193, EAGAN, MN 55164 | TRUSTEE | 1 | $21,877 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010624 | TRUSTEE | 1 | $20,882 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $19,264 |
Address and contacts
- Address (IRS master file)
- PO BOX 64193, SAINT PAUL, MN 55164-0193
- In care of
- % FIRSTAR BANK OTTUMWA
- Signed the 990-PF
- US BANK NA, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7075494
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,060,751
- Income (IRS master file)
- $248,601
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $77,455 | $89,188 | $1,060,751 | IRS |
| 990-PF | December 2024 | $72,323 | $84,609 | $1,073,264 | IRS |
| 990-PF | December 2023 | $103,904 | $84,971 | $1,085,593 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7075494).
Questions about SCHWARTZ MEMORIAL FOUNDATION TRUST
- What is the EIN of SCHWARTZ MEMORIAL FOUNDATION TRUST?
- The employer identification number (EIN) of SCHWARTZ MEMORIAL FOUNDATION TRUST is 23-7075494.
- Is SCHWARTZ MEMORIAL FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to SCHWARTZ MEMORIAL FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHWARTZ MEMORIAL FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHWARTZ MEMORIAL FOUNDATION TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHWARTZ MEMORIAL FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SCHWARTZ MEMORIAL FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,877 (US BANK N A, TRUSTEE).
- How much revenue does SCHWARTZ MEMORIAL FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $77,455, expenses of $89,188 and total assets of $1,060,751 at year end.
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