Cohen-Schultz Charitable Foundation
Cohen-Schultz Charitable Foundation is a private foundation focused on Religion Related, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 11 grants totaling $28K. Net investment income was $25K.
Key facts about Cohen-Schultz Charitable Foundation
- EIN
- 77-0524568
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $27,875
- Grants made (2024)
- 11
- Average grant
- $2,534
- Median grant
- $2,060
- New grantees (estimate)
- 18% first-time grantees (2 of 11, 2024)
- Total assets
- $433,402
- Primary geography
- California (78% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Cohen-Schultz Charitable Foundation funds
By grant dollars, the top recipient states for Cohen-Schultz Charitable Foundation's 11 itemized 2024 grants were California (78%) and Michigan (18%). The most frequent recipient cities were Santa Cruz, CA (2 grants). None of its 11 grants with a stated purpose were described as general or operating support.
Is Cohen-Schultz Charitable Foundation open to new grantees?
18%
first-time grantees, 2024
In 2024, 2 of 11 grantees (18%) were first-time recipients. First grants averaged $875; repeat grants $3K. How we count
Medians: $875 first-time, $3K repeat.
- 82% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+9%). Method
- In 2024 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Cohen-Schultz Charitable Foundation
- How to evaluate Cohen-Schultz Charitable Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$433K
-1.1% YoY
Annual Giving
$28K
-13.3% YoY
Grant Count
11
-8.3% YoY
Avg Grant Size
$3K
-5.4% YoY
Under IRS private-foundation payout rules, Cohen-Schultz Charitable Foundation reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
About Cohen-Schultz Charitable Foundation
Based on IRS filings
Cohen-Schultz Charitable Foundation is a private foundation focused on Religion Related, based in Santa Barbara, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $433K in total assets. In 2024, it awarded 11 grants totaling $28K. Net investment income was $25K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 11 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $433,402 | $438,410 | $470,716 |
| Revenue | $24,367 | $890 | $22,908 |
| Expenses | $29,375 | $33,196 | $35,406 |
| Qualifying Distributions | $27,875 | $32,151 | $33,772 |
| Net Investment Income | $24,708 | $23,844 | $22,908 |
| Distributable Amount | $29,894 | $27,174 | $29,655 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
59 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Various 501(C)(3) Organizations ($5,487), Greater Frankenmuth Community Foundation ($5,000), Land Trust of Santa Cruz County ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| VARIOUS 501(C)(3) ORGANIZATIONS Santa Barbara, CA | DONATIONS TO ESTABLISHED 501C3 ORGANIZATIONS | $5,487 |
| GREATER FRANKENMUTH COMMUNITY FOUNDATION Frankenmuth, MI | SUPPORT COMMUNITY OF FRANKENMUTH MICHIGAN | $5,000 |
| LAND TRUST OF SANTA CRUZ COUNTY Santa Cruz, CA | OPEN SPACE LAND TRUST | $3,000 |
| TRUE CONNECTIONS Davis, CA | DISABILITY SERVICES / HEALTH SUPPORT | $3,000 |
| SAN FRANCISCO BALLET San Francisco, CA | ARTS SUPPORT | $2,500 |
| SANTA CRUZ SHAKESPEARE Santa Cruz, CA | ARTS SUPPORT | $2,060 |
| ANIMAL ASSISTED HAPPINESS Sunnyvale, CA | WELLNESS/EDUCATIONAL | $2,041 |
| POST Palo Alto, CA | OPEN SPACE LAND TRUST | $2,000 |
| LEUKEMIA AND LUMPHOMA SOCIETY Washinton, DC | WELLNESS/EDUCATIONAL | $1,050 |
| SECOND HARVEST San Jose, CA | FOOD BANK | $1,037 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Deborah L Schultz | President | 2 | — |
| Gary L Cohen | Treasurer/Secretary | 2 | — |
| Veronika L Cohen | Succesor Director | 1 | — |
| Joshua R Cohen | Succesor Director | 1 | — |
| Kevin Keegan | Succesor Director | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Cohen-Schultz Charitable Foundation?
Cohen-Schultz Charitable Foundation is a private foundation focused on Religion Related, based in Santa Barbara, CA. It holds $433K in total assets as of 2024.
How large is Cohen-Schultz Charitable Foundation?
As of 2024, Cohen-Schultz Charitable Foundation holds $433K in total assets with $24K in annual revenue. It awarded 11 grants totaling $28K in 2024.
Where does Cohen-Schultz Charitable Foundation operate?
Cohen-Schultz Charitable Foundation has awarded grants in Arizona, California, District of Columbia, Georgia, Indiana, Michigan, Missouri, New York, South Dakota, Texas.
What size grants does Cohen-Schultz Charitable Foundation award?
In 2024, Cohen-Schultz Charitable Foundation awarded 11 grants totaling $28K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Cohen-Schultz Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Cohen-Schultz Charitable Foundation reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Cohen-Schultz Charitable Foundation's EIN?
Cohen-Schultz Charitable Foundation's EIN (Employer Identification Number) is 77-0524568. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.