Alice Schoen Charitable Trust

DIXON, IL EIN: 27-5033439

Alice Schoen Charitable Trust is a private foundation focused on Public, Societal Benefit, based in DIXON, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $612K in total assets. In 2024, it awarded 1 grants totaling $72K. Net investment income was $43K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$612K

-5.4% YoY

Annual Giving

$72K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$72K

+0.0% YoY

Under IRS private-foundation payout rules, Alice Schoen Charitable Trust reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.

About Alice Schoen Charitable Trust

Based on IRS filings

Alice Schoen Charitable Trust is a private foundation focused on Public, Societal Benefit, based in DIXON, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $612K in total assets. In 2024, it awarded 1 grants totaling $72K. Net investment income was $43K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Dixon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$47K$71K$95K201920202021202220232024
Metric202420232022
Total Assets$612,382$647,156$719,859
Revenue$48,646$11,459$47,362
Expenses$83,420$84,162$84,938
Qualifying Distributions$77,710$78,081$78,469
Net Investment Income$42,936$16,183$40,893
Distributable Amount$37,953$38,173$42,569

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$36K$54K$72K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

TRI COUNTY ANIMAL PROTEC…$72K

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Tri County Animal Protection League Dba Granny Rose Animal Shelter ($72,000).

RecipientPurposeAmount
TRI COUNTY ANIMAL PROTECTION LEAGUE DBA GRANNY ROSE ANIMAL SHELTER DIXON, ILOPERATING CONTRIBUTION$72,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MIDLAND STATES BANKTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Alice Schoen Charitable Trust?

Alice Schoen Charitable Trust is a private foundation focused on Public, Societal Benefit, based in DIXON, IL. It holds $612K in total assets as of 2024.

How large is Alice Schoen Charitable Trust?

As of 2024, Alice Schoen Charitable Trust holds $612K in total assets with $49K in annual revenue. It awarded 1 grants totaling $72K in 2024.

Where does Alice Schoen Charitable Trust operate?

Alice Schoen Charitable Trust has awarded grants in Illinois.

What size grants does Alice Schoen Charitable Trust award?

In 2024, Alice Schoen Charitable Trust awarded 1 grants totaling $72K — an average of about $72K per grant, based on its IRS Form 990 filings.

How much is Alice Schoen Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alice Schoen Charitable Trust reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alice Schoen Charitable Trust's EIN?

Alice Schoen Charitable Trust's EIN (Employer Identification Number) is 27-5033439. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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