Schweiger Family Charitable Trust
- Assets
- $812.2k
- Revenue
- $22.0k
- Investments
- $337.9k
- Employees
- 0
- Location
- Fort Myers, FL
- Founding
- 03/2019
- Data as of
- 06/2024
- EIN
- 83-1625348
Organization Overview
Schweiger Family Charitable Trust is located in Fort Myers, FL. The organization was established in 2019. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Schweiger Family Charitable Trust 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 06/2024, Schweiger Family Charitable Trust generated $22.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (40.7%) each year. All expenses for the organization totaled $41.8k during the year ending 06/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Schweiger Family Charitable Trust has awarded 28 individual grants totaling $134,050. 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.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kurt Schweiger President | 1 | $0 | |
Kelly Schweiger Secretary | 0.1 | $0 | |
Peter Mendes Treasurer | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $283 |
| Dividends & Interest | $9,763 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $11,987 |
| Capital Gain Net Income | $11,987 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $22,033 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $12 |
| Total operating and administrative expenses | $5,067 |
| Contributions, gifts, grants paid | $36,750 |
| Total expenses and disbursements | $41,817 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $500 |
| Savings and temporary cash investments | $473,850 |
| 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 | $337,895 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $812,245 |
| 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, Schweiger Family Charitable Trust has awarded $36,750 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
OPERATION WALK PITTSBURGH PURPOSE: GENERAL OPERATING SUPPORT | $500 |
THE HUNTSMAN CANCER FOUNDATION PURPOSE: GENERAL OPERATING SUPPORT | $1,000 |
THE JOSHUA FOUNDATION PURPOSE: GENERAL OPERATING SUPPORT | $28,000 |
YOUNGLIFE PURPOSE: GENERAL OPERATING SUPPORT | $2,500 |
STOP THE JUDGEMENT PROJECT PURPOSE: GENERAL OPERATING SUPPORT | $3,000 |
LOCKING ARMS MEN PURPOSE: GENERAL OPERATING SUPPORT | $750 |