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Financial support for non-profit organizations that empower individuals through education, support research and treatment for various health conditions, increase mental and physical well-being through recreation, and provide educational and relief services for families in need.
Schoen Foundation is a private trust based in NAPLES, FL. The foundation received its IRS ruling in 1993. The principal officer is % William J Schoen. It holds total assets of $412M. Annual income is reported at $479.4M. Charitable activities are limited to the support of other 501(c)(3) Non-Private Foundation entities. In 2021 the Organization provided such assistance to 44 charities. (See Attached Exh.). According to available records, Schoen Foundation has made 5 grants totaling $19.2M, with a median grant of $3.8M. Annual giving has grown from $2.7M in 2021 to $8.9M in 2023. Individual grants have ranged from $2.7M to $4.5M, with an average award of $3.8M. Grant recipients are concentrated in Florida. Contributions to this foundation are tax-deductible.
Charitable activities are limited to the support of other 501(c)(3) Non-Private Foundation entities. In 2021 the Organization provided such assistance to 44 charities. (See Attached Exh.)
Expenses: $2.7M
Charitable activities are limited to the support of other 501(c)(3) Non-Private Foundation entities. In 2021 the Organization provided such assistance to 44 charities. (See Attached Exh.). Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in FL.
Schoen Foundation has distributed a total of $19.2M across 5 grants. The median grant size is $3.8M, with an average of $3.8M. Individual grants have ranged from $2.7M to $4.5M.
The application deadline is August 31. Limited to organizations that are educational institutions, religious & humanitarian organizations and those providing assistance to veterans and the homeless.
Schoen Foundation is headquartered in NAPLES, FL.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jodi Bailey | Executive Director | $213K | $0 | $213K |
| Karen Asutton | Chairman/Treas/Trustee | $128K | $0 | $128K |
| Alan Hilfiker | Trustee | $7K | $0 | $7K |
| Jim Werle | Trustee | $7K | $0 | $7K |
| Kathryn L Schoen | VP/Trustee | $0 | $0 | $0 |
Total Giving
$5M
Total Assets
$27.4M
Fair Market Value
$45.3M
Net Worth
$27.4M
Grants Paid
$4.5M
Contributions
$1.3M
Net Investment Income
$1.7M
Distribution Amount
$2.1M
Total: $26.8M
Total Grants
5
Total Giving
$19.2M
Average Grant
$3.8M
Median Grant
$3.8M
Unique Recipients
1
Most Common Grant
$3.8M
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| See Schedule AttachedCharitable | See Schedule Attached, FL | $4.5M | 2023 |
| Sharon A Schoen |
| President/Trustee |
| $0 |
| $0 |
| $0 |
| William J Schoen Deceased 10282023 | Chairman | $0 | $0 | $0 |
| Kristine L Pollard | Secr/Trustee | $0 | $0 | $0 |
| William J Schoen Jr | VP/Trustee | $0 | $0 | $0 |
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