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Schoen Family Charitable Trust is a private corporation based in LOUDON, TN. The foundation received its IRS ruling in 2006. The principal officer is Laura Mootz. It holds total assets of $4.9M. Annual income is reported at $4.8M. Total assets have grown from $927K in 2011 to $1.4M in 2023. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Wisconsin and Iowa. According to available records, Schoen Family Charitable Trust has made 206 grants totaling $543K, with a median grant of $2K. Annual giving has grown from $83K in 2020 to $102K in 2023. Grantmaking activity was highest in 2022 with $265K distributed across 106 grants. Individual grants have ranged from N/A to $16K, with an average award of $3K. The foundation has supported 90 unique organizations. The foundation primarily supports organizations in Iowa, Wisconsin, Illinois, which account for 96% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$500
Median Grant
$2K
Average Grant
$3K
Largest Grant
$10K
Based on 53 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.
Schoen Family Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 206 grants. Its grantmaking reaches organizations primarily in IA, WI, IL.
Schoen Family Charitable Trust has distributed a total of $543K across 206 grants. The median grant size is $2K, with an average of $3K. Individual grants have ranged from N/A to $16K.
Schoen Family Charitable Trust typically selects its grantees rather than accepting unsolicited proposals. The application deadline is May 31, 2020. None in 2020.
Schoen Family Charitable Trust is headquartered in LOUDON, TN. While based in TN, the foundation distributes grants to organizations across 7 states.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$108K
Total Assets
$1.4M
Fair Market Value
$2.8M
Net Worth
$1.4M
Grants Paid
$102K
Contributions
$205K
Net Investment Income
$152K
Distribution Amount
$118K
Total: $1.2M
Total Grants
206
Total Giving
$543K
Average Grant
$3K
Median Grant
$2K
Unique Recipients
90
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mercyone Dubuque FoundationCancer center exam room | Dubuque, IA | $10K | 2023 |
| St Mark Youth Enrichment CenterOut of school program for Dubuque youth in need | Dubuque, IA | $7K | 2023 |
| Dubuque Dream CenterOperational support | Dubuque, IA | $5K | 2023 |
| Make A Wish Foundation Of WiSponsor a Wish | Appleton, WI | $5K | 2023 |
| Hills And DalesFund renovations for new center for outpatient autism services | Dubuque, IA | $5K | 2023 |
| Camp Albrecht AcresStaff recruitment incentive | Sherrill, IA | $5K | 2023 |
| Marquette UniversityProgram to support neurodivergent | Milwaukee, WI | $5K | 2023 |
| Foundation For Dubuque Public SchooEquipment at Irving school and bus PreK miracle league | Dubuque, IA | $5K | 2023 |
| DurideContinue recovery after COVID | Dubuque, IA | $4K | 2023 |
| St Patrick Catholic ChurchFeed those in need | Epworth, IA | $4K | 2023 |
| Brain Center Of Green Bayfund coaching for individuals with neurodegenerative disease | Green Bay, WI | $3K | 2023 |
| Ronald Mcdonald HouseSponsor family guest room for 3 months | Milwaukee, WI | $3K | 2023 |
| Feeding AmericaDeliver food to hungry in NE Wisconsin | Appleton, WI | $3K | 2023 |
| Two By Two Character DevelopmentEnhance and update website | Dubuque, IA | $3K | 2023 |
| Junior Achievement Of The HeartlandElementary programs in Dubuque schools | Dubuque, IA | $3K | 2023 |
| Foundation For Heart ScienceAdvance treatments for radiation injury | Wauwatosa, WI | $3K | 2023 |
| Riverview Garden IncYouth summer of service | Appleton, WI | $3K | 2023 |
| Unitypoint Visiting Nurses AssocFund parent educational program | Dubuque, IA | $3K | 2023 |
| Childrens Cancer Family FoundationLessen financial burden of families facing pediatric cancer | Appleton, WI | $3K | 2023 |
| Wisconsinsibs IncFund 2024 Sib camp summer program | Appleton, WI | $3K | 2023 |
| Ne Iowa Council Boy Scouts Of Am6 essential hiking kits | Dubuque, IA | $2K | 2023 |
| Christine Ann Domestic Abuse ServicEmergency shelter for abuse victims | Oshkosh, WI | $2K | 2023 |
| JdrfSupport resources programs for people with Type 1 diabetes | Menasha, WI | $2K | 2023 |
| Four Mounds FoundationFund Heart Build Dubuque program | Dubuque, IA | $2K | 2023 |
| Covey IncHelp fund ICanBike | Oshkosh, WI | $2K | 2023 |
| Macc FundResearch to end childhood cancer | Milwaukee, WI | $2K | 2023 |
| Cots IncTransition homeless shelter operation and basic needs | Appleton, WI | $1K | 2023 |
| Resources UniteFunds people in need in Dubuque | Dubuque, IA | $1K | 2023 |
| Mississippi Valley Archaeology CentEducational endowment fund | Lacrosse, WI | $1K | 2023 |
| Dubuque Symphony OrchestraAdopt a musician | Dubuque, IA | $1K | 2023 |
| Team RubiconRelief to communities when disaster strikes | Los Angeles, CA | $1K | 2023 |
| You Belong Together IncFund accessible indoor adventure zone for all abilities | Green Bay, WI | $1K | 2023 |
| Mooring Programs Inc Dba ApricitySupport program that helps adults recover from substance abuse | Neenah, WI | $1K | 2023 |
| The Gathering PlaceMental health recovery | Green Bay, WI | $1K | 2023 |
| Sisters Of The PresentationGeneral needs | Dubuque, IA | $1K | 2023 |
| Boys And Girls Club Of OshkoshEducational programming | Oshkosh, WI | $1K | 2023 |
| RawhideFund programs for at risk youth and families | New London, WI | $500 | 2023 |
| River Bend Food BankExpanding to end hunger Capital Campaign | Davenport, IA | $5K | 2022 |
| Finley Health FoundationPostpartum hemorrhage rapid response cart. | Dubuque, IA | $5K | 2022 |
| Dubuque VnaRepresentative payee program | Dubuque, IA | $5K | 2022 |
UNION CITY, TN
CHATTANOOGA, TN
NASHVILLE, TN