Privacy Policy
Last updated October 23, 2025
This Privacy Policy explains how Private Foundation Services, Inc. (“PFS”) collects, uses, shares, and protects your information when you use our website or submit an application through the Evalee C. Schwarz Charitable Trust for Education. By using our site, you agree to the collection and use of information as described below.
Interpretation and Definitions
Company refers to Private Foundation Services, Inc. (“PFS”), acting on behalf of the Evalee C. Schwarz Charitable Trust for Education, located at 4265 San Felipe, Suite 1100, Houston, TX 77027-2913.
Trust refers to the Evalee C. Schwarz Charitable Trust for Education.
Bank of Texas refers to the Trustee of the Evalee C. Schwarz Charitable Trust for Education.
Loan Committee refers to the individuals currently serving as members of the Loan Committee for the Trust.
Personal Data means any information that identifies or can be used to identify an individual.
Service refers to the website https://evaleeschwarztrust.org.
You means the individual accessing or using the website or submitting an application.
Collecting and Using Your Personal Data
Information We Collect
When you use our Service or submit an application, we may collect personal information such as your name, contact information, and other data required to process your loan application. We may also collect certain technical and usage information automatically, including your IP address, browser type, and pages visited.
Use of Information
We use your information to:
- Process and evaluate loan applications.
- Communicate with you regarding your application or inquiries.
- Maintain internal records and comply with legal and regulatory obligations.
- Improve and monitor the functionality of our website.
Sharing of Information
Private Foundation Services, Inc. values your privacy and limits the sharing of personal information to what is necessary for business and compliance purposes.
We may share your information only with:
- The Bank of Texas, Trustee of the Evalee C. Schwarz Charitable Trust for Education.
- The Loan Committee members of the Evalee C. Schwarz Charitable Trust for Education.
We do not sell, rent, or disclose your personal information to any other third parties. Any disclosure beyond these entities occurs only when required by law.
Data Security
We maintain physical, electronic, and procedural safeguards to protect your non-public personal information. These include the use of firewalls, password protection, secure servers, and restricted physical access to areas where information is stored. All employees are trained to comply with our confidentiality and security procedures to ensure your data remains protected.
Google Analytics
Our website uses Google Analytics to better understand how visitors interact with the site and to help us improve its functionality and content. Google Analytics collects anonymous information such as the pages you visit, time spent on the site, and general geographic location.
This information is collected through cookies and does not include any personally identifiable data or applicant-specific information. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.
To learn more about how Google uses collected data, visit https://policies.google.com/privacy.
Retention and Deletion of Information
We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law. You may request that we delete or correct your information by contacting us. Certain data may need to be retained for legal or regulatory reasons.
Legal Compliance and Notices
Private Foundation Services, Inc. complies with all applicable federal and state privacy laws regarding the handling of non-public personal information. When required, PFS provides written notices to applicants about our privacy practices and disclosures.
Children’s Privacy
Our website and services are not directed toward children under 13. We do not knowingly collect information from anyone under 13. If we learn that a child’s information has been collected, we will promptly delete it.
Links to Other Websites
Our website may contain links to third-party websites not operated by PFS. We are not responsible for the content or privacy practices of those sites and encourage you to review their policies.
Updates to This Policy
We may update this Privacy Policy periodically. The most recent version will always be posted on this page with the updated date. Continued use of the website after any changes indicates your acceptance of the revised policy.
Contact Us
If you have any questions about this Privacy Policy, please contact:
Private Foundation Services, Inc.
4265 San Felipe, Suite 1100
Houston, TX 77027-2913
Email: pfs@privatefoundationservices.com