Schwartz Memorial Foundation Trust

Overview

Mission

Private Independent Foundations

What it reported funding in 2025

The foundation reported 4 grants totaling $65,596. The stated grant purpose was scholarships.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 96% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

Nonprofit profile at a glance

EIN
237075494
IRS 990-PF coverage
2010–2025
Forms available
Form 990-PF 2025
Headquarters
Eagan, MN, USA
Rating
86
Verdict
STRONG
Rating confidence
Standard
Sector
Public, Societal Benefit

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The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. Assets provide a limited cushion relative to annual grants and the filing reports one or more activities that warrant closer review.

Rating breakdown

  • Grant Deployment: 93
  • Cost Efficiency: 74
  • Transparency: 100
  • Compliance: 94
  • Endowment Health: 45

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 93.4%; rating input score 93; 31st percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 73.5%; rating input score 74; 37th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 17 of 19 controls in place; rating input score 89
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 16.17; rating input score 45; 45th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 93.4% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 45th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 16 annual filings from 2010 to 2025
  • Money network: 5 filed money-flow records