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Also known as: FAMILY FOUNDATION
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Stacy L And David W Schulz Family Foundation is a private trust based in ESTERO, FL. The foundation received its IRS ruling in 2016. It holds total assets of $306K. Annual income is reported at $12K. Total assets have grown from $98K in 2015 to $325K in 2023. The foundation is governed by 4 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Wisconsin and Virginia. According to available records, Stacy L And David W Schulz Family Foundation has made 42 grants totaling $75K, with a median grant of $1K. Annual giving has grown from $18K in 2020 to $31K in 2023. Individual grants have ranged from $100 to $8K, with an average award of $2K. The foundation has supported 26 unique organizations. The foundation primarily supports organizations in Wisconsin, Virginia, Maryland, which account for 60% of all grants. Grantmaking reaches organizations across 12 states.
Smallest Grant
$100
Median Grant
$1K
Average Grant
$1K
Largest Grant
$5K
Based on 14 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.
Stacy L And David W Schulz Family Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 42 grants. Its grantmaking reaches organizations primarily in WI, VA, MD.
Stacy L And David W Schulz Family Foundation has distributed a total of $75K across 42 grants. The median grant size is $1K, with an average of $2K. Individual grants have ranged from $100 to $8K.
Stacy L And David W Schulz Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Stacy L And David W Schulz Family Foundation is headquartered in ESTERO, FL. While based in FL, the foundation distributes grants to organizations across 12 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Aubree N Schulz | TRUSTEE | $0 | $0 | N/A |
| Stacy L Schulz | TRUSTEE | $0 | $0 | N/A |
| Alecsander M Schulz | TRUSTEE | $0 | $0 | N/A |
| David W Schulz | TRUSTEE | $0 | $0 | N/A |
Total Giving
$36K
Total Assets
$325K
Fair Market Value
$617K
Net Worth
$325K
Grants Paid
$31K
Contributions
N/A
Net Investment Income
$10K
Distribution Amount
$29K
Total: $246K
Total Grants
42
Total Giving
$75K
Average Grant
$2K
Median Grant
$1K
Unique Recipients
26
Most Common Grant
$2K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Rogers FoundationTO SUPPORT EDUCATION | Las Vegas, NV | $1K | 2022 |
| Medical College Of Wisconsin- Cancer CenterTO SUPPORT CANCER RESEARCH | Wauwatosa, WI | $8K | 2023 |
| Brightfocus FoundationTO SUPPORT MACULAR DEGENERATION AND WALK TO END ALZHEIMER'S | Clarksburg, MD | $5K | 2023 |
| Pcos Awareness AssociationTO SUPPORT GENERAL PROGRAMS | Fredericksburg, VA | $4K | 2023 |
| Shared BeginningsTO SUPPORT GENERAL PROGRAMS | Fayetteville, AR | $3K | 2023 |
| Prevent BlindnessTO SUPPORT GENERAL PROGRAMS | Milwaukee, WI | $2K | 2023 |
| Mental Health AmericaTO SUPPORT GENERAL PROGRAMS | Alexandria, VA | $2K | 2023 |
| Milwaukee Rescue MissionTO SUPPORT GENERAL PROGRAMS | Milwaukee, WI | $2K | 2023 |
| Uw FoundationTO SUPPORT THE ALWAYS FORWARD PROGRAM | Madison, WI | $2K | 2023 |
| Rogers Memorial Hospital Foundation IncTO SUPPORT EDUCATION | Oconomowoc, WI | $1K | 2023 |
| Shadow Wood Community FoundationTO SUPPORT GENERAL PROGRAMS | Bonita Springs, FL | $1K | 2023 |
| Make-A-Wish AmericaTO SUPPORT GENERAL PROGRAMS | Scottsdale, AZ | $315 | 2023 |
| Animal Humane SocietyTO PROMOTE HUMAN LEGISLATION ON BEHALF OF DOMESTICATED AND WILD ANIMALS | St Paul, MN | $150 | 2023 |
| St John'S Lutheran ChurchTO SUPPORT GENERAL PROGRAMS | Milwaukee, WI | $100 | 2023 |
| Wisconsin State Golf Association FoundationTO SUPPORT GENERAL PROGRAMS | West Allis, WI | $100 | 2023 |
| Hospice Foundation Of AmericaTO SUPPORT GENERAL PROGRAMS | Washington, DC | $100 | 2023 |
| BrightfocusTO SUPPORT MACULAR DEGENERATION AND WALK TO END ALZHEIMER'S | Clarksburg, MD | $2K | 2022 |
| Multiple Myeloma Research FoundationTO SUPPORT GENERAL PROGRAMS | Norwalk, CT | $100 | 2022 |
| American Heart AssociationTO SUPPORT GENERAL PROGRAMS | Estero, FL | $100 | 2022 |
| Medical College Of Wisc-Cancer CenterHEALTH | Wauwatosa, WI | $5K | 2020 |
| Pcos Challenge IncGENERAL PROGRAMS | Atlanta, GA | $2K | 2020 |
| Shadow Wood Charitable Foundation IncGENERAL PROGRAMS | Bonita Springs, FL | $1K | 2020 |
| Children'S Minnesota FoundationCHARITY CARE | Edina, MN | $500 | 2020 |
| Young Life - Ozaukee CountyGENERAL PROGRAMS | Mequon, WI | $500 | 2020 |
| Hamilton CollegeEDUCATIONAL PROGRAMS | Clinton, NY | $150 | 2020 |
| The Humane Society Of The United StatesGENERAL PROGRAMS | Washington, DC | $100 | 2020 |