A J Schwartze Community Foundation
- Assets
- $38.5m
- Revenue
- $5.6m
- Investments
- $35.8m
- Employees
- 0
- Location
- Jefferson City, MO
- Founding
- 12/1976
- Data as of
- 11/2023
- EIN
- 43-1092255
Organization Overview
A J Schwartze Community Foundation is located in Jefferson City, MO. The organization was established in 1976. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. A J Schwartze Community Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2023, A J Schwartze Community Foundation generated $5.6m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 40.5% each year . All expenses for the organization totaled $2.8m during the year ending 11/2023. While expenses have increased by 5.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, A J Schwartze Community Foundation has awarded 309 individual grants totaling $8,930,359. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Gary Boes Distr Committee | 1 | $0 | |
Kathy Robertson Distr Committee | 1 | $0 | |
Julie Wieberg Director, Distr Committee | 1 | $0 | |
Charles Schwartz Distr Committee | 1 | $0 | |
Central Trust Bank Trustee | 15 | $244,035 | |
Bruce Kampeter Distr Committee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $4,457 |
| Interest on Savings | $114,494 |
| Dividends & Interest | $1,103,182 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,331,951 |
| Capital Gain Net Income | $4,331,951 |
| Net ST Capital Gain | $0 |
| Income Modifications | $4,500 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $5,554,084 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $244,035 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $137,636 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $1,149 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $407,686 |
| Contributions, gifts, grants paid | $2,366,064 |
| Total expenses and disbursements | $2,773,750 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1 |
| Savings and temporary cash investments | $2,636,105 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $17,945,452 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $38,454,594 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, A J Schwartze Community Foundation has awarded $2,366,064 in support to 75 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN CANCER SOCIETY PURPOSE: GENERAL | $2,500 |
AMERICAN RED CROSS HEART OF MISSOURI CHAPTER PURPOSE: GENERAL | $5,000 |
ARGYLE KNIGHTS OF COLUMBUS COUNCIL 2047 PURPOSE: GENERAL | $25,000 |
ARGYLEKOELTZTOWN SWIM PROGRAM PURPOSE: GENERAL | $1,700 |
ASSUMPTION CATHOLIC CHURCH PURPOSE: GENERAL | $7,500 |
ARGYLEKOELTZTOWN VOLUNTEER FIRE DEPT PURPOSE: GENERAL | $55,000 |