The Wisconsin State Capitol

Form 990-PFTax year 2024EIN 39-6795378

Swanson Schmucker Charitable Trust

A private foundation in Milwaukee, WI. Its return for tax year 2024 lists 4 grants and $171,224 paid in grants.

Tax year 2024 (period ending May 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $171,224

    Grants listed
    4
    Assets, end of year
    $2,195,420
  • Tax year 2023

    $170,700

    Grants listed
    4
    Assets, end of year
    $2,302,460
  • Tax year 2022

    $181,368

    Grants listed
    4
    Assets, end of year
    $2,434,151
  • Tax year 2021

    $151,844

    Grants listed
    4
    Assets, end of year
    $2,594,083
  • Tax year 2020

    $163,348

    Grants listed
    4
    Assets, end of year
    $2,146,628
  • Tax year 2019

    $170,932

    Grants listed
    4
    Assets, end of year
    $1,944,216

Grants paid in 2024

4 grants, largest first

As listed on the return.

  1. Indiana University FoundationBloomington, IN

    General operating

    $42,806
  2. First Presbyterian ChurchOttumwa, IA

    General operating

    $42,806
  3. University of Iowa FoundationIowa City, IA

    General operating

    $42,806
  4. Regional Service GuildOttumwa, IA

    General operating

    $42,806

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $85,61267% of the total
  2. Health1 grant $42,80633% of the total

By State

Grants to organizations with a US address, latest year.

  1. Iowa3 grants $128,418
  2. Indiana1 grant $42,806

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • US Bank N ATRUSTEE Hours 1Pay $39,756

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Claud Hardesty Scholarship FoundationMilwaukee, WI 1 grant Preselected only $168,944 giving
  2. Hammes Family Foundation IncMilwaukee, WI 11 grants Preselected only $174,103 giving
  3. Joseph Simeon Sanchez Medical Research FundMilwaukee, WI 3 grants Preselected only $162,438 giving
  4. Joseph C Duke FoundationMilwaukee, WI 4 grants Preselected only $182,501 giving
  5. Lottie R Hagan Irrevocable TrustMilwaukee, WI 2 grants Preselected only $157,816 giving