Schwartz Memorial Foundation Trust in Milwaukee, Wisconsin (WI)


Employer Identification Number (EIN) 23-7075494
Name of Organization Schwartz Memorial Foundation Trust
In Care of Name Firstar Bank Ottumwa
Address Po Box 634, Milwaukee, WI 53201-0634
Previous Addresses Po Box 2043, Milwaukee, WI 53201-2043 (2007 - 2013)
123 E 3rd St, Ottumwa, IA 52501-2904 (2005)
Subsection(s) / Classification Charitable Organization
Affiliation Independent
Ruling Date 12/1972
Deductibility Contributions are deductible
Foundation Private non-operating foundation
Activities Gifts, grants, or loans to other organizations
Organization Trust
Exempt Organization Status Unconditional Exemption
Tax Period 12/2023
Asset $1,000,000 to $4,999,999
Income $100,000 to $499,999
Filing Requirement 990 - Not required to file (all other) (990-PF required)
Accounting Period December (12)
Asset Amount $1,085,593
Income Amount $374,227
Form 990 Revenue Amount $0
National Taxonomy of Exempt Entities (NTEE) Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations

Organizations performing similar types of work - median values


Income amount
Similar organizations: $239,908
This organization: $374,227
Asset amount
Similar organizations: $957,155
This organization: $1,085,593