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Phyllis L Schoener Foundation is a private corporation based in SAN ANTONIO, TX. The foundation received its IRS ruling in 2004. The principal officer is Caroline P Lochte. It holds total assets of $4.3M. Annual income is reported at $259K. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2024. Grantmaking is concentrated in Texas. According to available records, Phyllis L Schoener Foundation has made 85 grants totaling $1M, with a median grant of $10K. The foundation has distributed between $242K and $537K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $537K distributed across 44 grants. Individual grants have ranged from $500 to $50K, with an average award of $12K. The foundation has supported 30 unique organizations. The foundation primarily supports organizations in Texas, Tennessee, New York, which account for 92% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$13K
Average Grant
$13K
Largest Grant
$30K
Based on 20 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Phyllis L Schoener Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 85 grants. Its grantmaking reaches organizations primarily in TX, TN, NY.
Phyllis L Schoener Foundation has distributed a total of $1M across 85 grants. The median grant size is $10K, with an average of $12K. Individual grants have ranged from $500 to $50K.
The application deadline is APRIL 30 OF EACH YEAR. Charitable, religious, scientific, literary, educational, testing for public safety, 501(c)(3) exmempt organizations.
Phyllis L Schoener Foundation is headquartered in SAN ANTONIO, TX. While based in TX, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Barbara Blass | SECRETARY | $0 | $0 | N/A |
| Caroline Lochte | PRESIDENTTREASURER | $0 | $0 | N/A |
| Keith Lochte | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$246K
Total Assets
$4.3M
Fair Market Value
$4.7M
Net Worth
$4.3M
Grants Paid
$242K
Contributions
N/A
Net Investment Income
$228K
Distribution Amount
$233K
Total: $4.3M
Total Grants
85
Total Giving
$1M
Average Grant
$12K
Median Grant
$10K
Unique Recipients
30
Most Common Grant
$5K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Jefferson Historical SocietyPROGRAM EXPENSES | San Antonio, TX | $2K | 2024 |
| University United Methodist ChurchPROGRAM EXPENSES | San Antonio, TX | $50K | 2024 |
| St Jude Childrens Res HospitalPROGRAM EXPENSES | Memphis, TN | $32K | 2024 |
| Barshop Jewish Community CenterPROGRAM EXPENSES | San Antonio, TX | $22K | 2024 |
| Alzheimers AssociationPROGRAM EXPENSES | San Antonio, TX | $20K | 2024 |
| Texas Parks And WildlifePROGRAM EXPENSES | Dallas, TX | $20K | 2024 |
| Texas Tech Univeristy Health SciencPROGRAM EXPENSES | Lubbock, TX | $20K | 2024 |
| Michael J Fox FoundationPROGRAM EXPENSES | New York, NY | $18K | 2024 |
| Mitchell Lake Audubon CenterPROGRAM EXPENSES | San Antonio, TX | $12K | 2024 |
| Foundations For Laity RenewalPROGRAM EXPENSES | Kerrville, TX | $10K | 2024 |
| Christian Senior ServicePROGRAM SERVICES | San Antonio, TX | $10K | 2024 |
| Glenn Biggs Institute For AlzheimerPROGRAM EXPENSES | San Antonio, TX | $7K | 2024 |
| Klrn Public TelevisionPROGRAM EXPENSES | San Antonio, TX | $5K | 2024 |
| Tjhs Lasso Alumni AssociationPROGRAM EXPENSES | San Antonio, TX | $5K | 2024 |
| Army Fisher HousesPROGRAM EXPENSES | Jbsa Ft Sam Houston, TX | $4K | 2024 |
| 100 Club Of San AntonioPROGRAM EXPENSES | San Antonio, TX | $2K | 2024 |
| Friends Of Leon Valley Pub LibraryPROGRAM SERVICES | Leon Valley, TX | $2K | 2024 |
| Aruna QuartetPROGRAM EXPENSES | San Antonio, TX | $1K | 2024 |
| Wounded Warrior ProjectPROGRAM EXPENSES | Jacksonville, FL | $1K | 2024 |
| San Antonio Am FoundationSCHOLARSHIPS | San Antonio, TX | $16K | 2023 |