Howard V Swartz Trust

Tax-deductible

Saint Louis, MO501(c)(3)Foundations & GrantmakersEIN 23-6478645

501(c)(3) charity; gifts are tax-deductible.
$16K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $12K a year · 21% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
990-PF Pt I · 5 filings
Pay to officers and key staff
$16K
to officers and key staff · 25% of spending
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
990-PF Pt VIII
Cash reserves
7 mo
of spending, in cash
Looks good: 6.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$49K
+29% vs prior year
Spent
$64K
Net assets
$912K
By yearFY2021–FY2025
Revenue
$49K
FY2025▲ +29%
Revenue by fiscal year
FY2021$85K
FY2022$86K
FY2023$15K
FY2024$38K
FY2025$49K
Expenses
$64K
FY2025▼ -1%
Expenses by fiscal year
FY2021$64K
FY2022$70K
FY2023$67K
FY2024$65K
FY2025$64K
Net assets
$912K
FY2025▼ -2%
Net assets by fiscal year
FY2021$991K
FY2022$1.0M
FY2023$955K
FY2024$927K
FY2025$912K

From the FY2025 Form 990 (year ending May 2025) · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 2008.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 72% · $46K Operating & administrative 28% · $18K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

1 person listed on the 990-PF; $16K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$16,233Pt VII · Sec A
See Howard V Swartz Trust executive salaries →

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Programs and updates

A private foundation based in Saint Louis, MO.

Provided by the organization

This section is blank until Howard V Swartz Trust claims this page.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 2 grants · $46K · 2024–2024
Holy Trinity Mem Lutheran ChurchFY2024$23,000
Lehigh Valley HospitalPA · FY2024$23,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV1
Average grantPart XV$23K
Median grantPart XV$23K
Largest grantPart XV$23K
Top cause focusNTEEHospitals (50%)

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$49K
Investment income$49K
Money out
$64K
Grants paid$46K
Running costs$18K
Owns and owes
$912K
net assets
Cash and savings$36K
Total assets$912K
Liabilities$0
People
1
listed
Paid1
2In more detail
Revenue in detail
Investment income$49K
Total revenue$49K
Assets in detailEnd of year
Cash and savings together$36K
Total assets$912K
Liabilities$0
Net assets$912K
Operations
Fiscal year endsMay

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $49K$64K−$15K$912K 990 PDF
FY2024 $38K$65K−$27K$927K 990 PDF
FY2023 $15K$67K−$52K$955K 990 PDF
FY2022 $86K$70K$16K$1.0M 990 PDF
FY2021 $85K$64K$21K$991K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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