Julia Schwartz Memorial Scholarship
- Assets
- $297.6k
- Revenue
- $8.5k
- Investments
- $262.4k
- Employees
- 0
- Location
- Boonville, MO
- Founding
- 05/2012
- Data as of
- 12/2022
- EIN
- 27-6691023
Organization Overview
Julia Schwartz Memorial Scholarship is located in Boonville, MO. The organization was established in 2012. 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. Julia Schwartz Memorial Scholarship 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 12/2022, Julia Schwartz Memorial Scholarship generated $8.5k 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 (7.4%) each year. All expenses for the organization totaled $250.0 during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (54.6%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIPS FOR STUDENTS IN EDUCATION BEYOND HIGH SCHOOL NO SCHOLARSHIPS AWARDED IN 2022 AS THERE WERE NO APPLICATIONS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John King Trustee | 1 | $0 | |
Larry Grissum Trustee | 0.5 | $0 | |
Alan Lammers Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $10 |
| Dividends & Interest | $8,528 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $8,538 |
| 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 | $0 |
| Total operating and administrative expenses | $250 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $250 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $24,632 |
| Savings and temporary cash investments | $10,555 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $297,586 |
| 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, Julia Schwartz Memorial Scholarship has awarded $13,500 in support to 10 organizations.
| Grant Recipient | Amount |
|---|---|
TIFFANY LARM PURPOSE: TUITION | $1,500 |
RACHEL LUTZ PURPOSE: TUITION | $1,500 |
GRACIE IMHOFF PURPOSE: TUITION | $1,500 |
GARRETT LAMMERS PURPOSE: TUITION | $1,500 |
MATHEW CONROW PURPOSE: TUITION | $1,500 |
JACKSON DORSON PURPOSE: TUITION | $1,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Union Pacific Foundation Omaha, NE | $336,276 | $9,519,950 |
Genyouth Inc Rosemont, IL | $9,087,915 | $10,980,091 |
Anheuser-Busch Foundation Clayton, MO | $1,201,059 | $8,412,886 |
Carson-Myre Charitable Foundation Paducah, KY | $72,587,857 | $8,781,396 |
Robert M Beren Foundation Inc Wichita, KS | $0 | $13,792,730 |
Sondheimer Family Charitable Foundation Wilmette, IL | $0 | $30,820 |
Joe C Davis Foundation Nashville, TN | $101,782,891 | $6,182,733 |
Illinois Tool Works Foundation Glenview, IL | $328,623 | $8,500,000 |
Willow Springs Charitable Tr Mt Carroll, IL | $100,115,931 | $21,339,853 |
Hamill Family Foundation Chicago, IL | $55,305,054 | $6,054,241 |
Steward Family Foundation St Louis, MO | $23,736 | $8,567,873 |
Day Foundation Memphis, TN | $0 | $13,711,953 |