A J Schwartze Community Foundation

Jefferson Cty, MO
Tax-exempt since Dec. 1976
EIN: 43-1092255

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$2.5M (2024)

Expenses

$2.6M (2024)

Total Assets

$38.4M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$2,497,599

Expenses

$2,604,917

Net Income

-$107,318

Net Assets

$38,371,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133,339	5.3%
Dividends	$1,273,159	51.0%
Sales of Assets	$1,091,101	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,365,473	90.8%
Compensation of Officers*	$266,267	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,371,909
Total Liabilities	$0
Net Assets	$38,371,909

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Bank (Trustee)	$263,767	$0
Kathy Robertson (Distr Committee)	$1,250	$0
Charles Schwartz (Distr Committee)	$1,250	$0
Gary Boes (Distr Committee)	$0	$0
Julie Wieberg (Director, Distr Committee)	$0	$0
Bruce Kampeter (Distr Committee)	$0	$0

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990-PF

Filed on March 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$5,554,084

Expenses

$2,773,750

Net Income

$2,780,334

Net Assets

$38,454,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,457	0.1%
Interest Revenue	$114,494	2.1%
Dividends	$1,103,182	19.9%
Sales of Assets	$4,331,951	78.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,468,651	89.0%
Compensation of Officers*	$244,035	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,454,594
Total Liabilities	$0
Net Assets	$38,454,594

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Bank (Trustee)	$244,035	$0
Gary Boes (Distr Committee)	$0	$0
Kathy Robertson (Distr Committee)	$0	$0
Julie Wieberg (Director, Distr Committee)	$0	$0
Charles Schwartz (Distr Committee)	$0	$0
Bruce Kampeter (Distr Committee)	$0	$0

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990-PF

Filed on April 2, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$5,627,106

Expenses

$2,580,348

Net Income

$3,046,758

Net Assets

$35,669,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,459	0.1%
Interest Revenue	$28,824	0.5%
Dividends	$921,998	16.4%
Sales of Assets	$4,672,825	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,398,684	93.0%
Compensation of Officers*	$259,156	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,788,760
Total Liabilities	$119,000
Net Assets	$35,669,760

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Bank (Trustee)	$257,906	$0
Gary Boes (Distr Committee)	$1,250	$0
Kathy Robertson (Distr Committee)	$0	$0
Julie Wieberg (Director, Distr Committee)	$0	$0
Charles Schwartz (Distr Committee)	$0	$0
Bruce Kampeter (Distr Committee)	$0	$0

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990-PF

Filed on June 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$4,524,031

Expenses

$2,595,099

Net Income

$1,928,932

Net Assets

$32,623,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,898,631	42.0%
Interest Revenue	$851	0.0%
Dividends	$782,411	17.3%
Sales of Assets	$1,842,138	40.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,396,322	92.3%
Compensation of Officers*	$247,865	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,623,002
Total Liabilities	$0
Net Assets	$32,623,002

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Bank (Trustee)	$246,615	$0
Bruce Kampeter (Distr Committee)	$1,250	$0
Gary Boes (Distr Committee)	$0	$0
Kathy Robertson (Distr Committee)	$0	$0
Julie Wieberg (Director, Distr Committee)	$0	$0
Charles Schwartz (Distr Committee)	$0	$0

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990-PF

Filed on Oct. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$1,426,228

Expenses

$2,225,133

Net Income

-$798,905

Net Assets

$30,694,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,666	1.2%
Dividends	$841,764	59.0%
Sales of Assets	$567,798	39.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,071,053	93.1%
Compensation of Officers*	$226,382	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$30,694,070
Total Liabilities	$1
Net Assets	$30,694,069

Compensation

Key Employees and Officers	Compensation	Other
Central Trust Bank (Trustee)	$225,132	$0
Fred Wieberg (Distr Committee)	$1,250	$0
Gary Boes (Distr Committee)	$0	$0
Kathy Robertson (Distr Committee)	$0	$0
Julie Wieberg (Director, Distr Committee)	$0	$0
Charles Schwartz (Distr Committee)	$0	$0
Bruce Kampeter (Distr Committee)	$0	$0

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990-PF

Filed on Oct. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$2,966,758

Expenses

$2,376,899

Net Income

$589,859

Net Assets

$31,492,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,902	1.0%
Interest Revenue	$55,527	1.9%
Dividends	$918,807	31.0%
Sales of Assets	$1,962,522	66.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,136,705	89.9%
Compensation of Officers*	$215,221	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,492,975
Total Liabilities	$0
Net Assets	$31,492,975

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2015

Revenue

$1,969,220

Expenses

$2,405,344

Net Income

-$436,124

Net Assets

$34,808,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,341	0.9%
Interest Revenue	$406	0.0%
Dividends	$1,162,647	59.0%
Sales of Assets	$787,579	40.0%
Other Income	$247	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,168,599	90.2%
Compensation of Officers*	$219,681	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,808,960
Total Liabilities	$0
Net Assets	$34,808,960

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2014

Revenue

$2,645,335

Expenses

$2,399,098

Net Income

$246,237

Net Assets

$35,245,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,599	0.5%
Interest Revenue	$123	0.0%
Dividends	$1,061,263	40.1%
Sales of Assets	$1,568,949	59.3%
Other Income	$1,401	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,061,814	85.9%
Compensation of Officers*	$224,551	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$35,245,084
Total Liabilities	$0
Net Assets	$35,245,084

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2013

Revenue

$3,867,938

Expenses

$2,247,037

Net Income

$1,620,901

Net Assets

$34,998,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,180	0.1%
Interest Revenue	$1,041	0.0%
Dividends	$1,084,199	28.0%
Sales of Assets	$2,766,718	71.5%
Other Income	$11,800	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,038,247	90.7%
Compensation of Officers*	$215,269	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,998,848
Total Liabilities	$0
Net Assets	$34,998,848

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2012

Revenue

$949,917

Expenses

$2,314,339

Net Income

-$1,364,422

Net Assets

$33,377,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,869	0.4%
Interest Revenue	$723	0.1%
Dividends	$1,100,721	> 100%
Sales of Assets	$0
Other Income	$453	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,078,453	89.8%
Compensation of Officers*	$207,885	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,377,948
Total Liabilities	$0
Net Assets	$33,377,948

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$1,549,359

Expenses

$2,154,625

Net Income

-$605,266

Net Assets

$34,742,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,742	0.2%
Interest Revenue	$479	0.0%
Dividends	$1,254,691	81.0%
Sales of Assets	$290,203	18.7%
Other Income	$244	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,919,884	89.1%
Compensation of Officers*	$212,900	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$34,742,371
Total Liabilities	$0
Net Assets	$34,742,371

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated January 26, 2026

A J Schwartze Community Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.5M (2024)

Expenses $2.6M (2024)

Total Assets $38.4M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$2.5M (2024)

Expenses

$2.6M (2024)

Total Assets

$38.4M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001