Henry O Schaefer Family Foundation

ROANOKE, VA EIN: 03-0503064

Henry O Schaefer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $858K in total assets. In 2024, it awarded 15 grants totaling $28K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$858K

-6.5% YoY

Annual Giving

$28K

-10.4% YoY

Grant Count

15

-6.3% YoY

Avg Grant Size

$2K

-4.4% YoY

Under IRS private-foundation payout rules, Henry O Schaefer Family Foundation reported a distributable amount of $51K for 2024 — the minimum it must pay out in qualifying distributions.

About Henry O Schaefer Family Foundation

Based on IRS filings

Henry O Schaefer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $858K in total assets. In 2024, it awarded 15 grants totaling $28K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

13states
+5 more states

Cities

AustinBaltimoreBurlingtonColchesterDallasEl DoradoEssex JctEssex JunctionFarmingdaleGrand IsleHillsdaleJacksonJerichoJohnsonKansas CityNew YorkNormanNorth HeroOklahoma CityRoanoke

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$37K$75K$112K$150K20202021202220232024
Metric202420232022
Total Assets$857,973$918,028$943,489
Revenue$15,488$52,417$54,958
Expenses$75,543$77,878$75,118
Qualifying Distributions$46,970$50,100$45,490
Net Investment Income$25,115$27,061
Distributable Amount$50,775$49,237$55,177

Giving Over Time

Total grant dollars and number of grants per year

$0$12K$24K$36K$48K15 grants20208 grants202115 grants202216 grants202315 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Vermont Foundation of Re…$5KNordic Soccer$5KRoatan Marine Park$3KFeeding Southwest Virginia$3KUniversity of Oklahoma F…$2KWorld Parrot Trust$2KChamplain Islands Parent…$2KToph Foundation$1KJefferson Center Foundat…$1KHaiti Educational Founda…$1K

Grant Size Distribution

69 grants across all recorded years

69<$50K$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 Vermont Foundation of Recovery ($5,000), Nordic Soccer ($5,000), Roatan Marine Park ($3,000).

RecipientPurposeAmount
Roatan Marine Park Austin, TXUnrestricted grant for donee's exempt purpose.$3,000
University of Oklahoma Foundation Oklahoma City, OKScholarship funding.$2,000
Vermont Foundation of Recovery Essex Jct, VTUnrestricted grant for donee's exempt purpose.$5,000
Toph Foundation South Burlington, VTUnrestricted grant for donee's exempt purpose.$1,000
Jefferson Center Foundation Roanoke, VAUnrestricted grant for donee's exempt purpose.$1,000
Pi Beta Phi Foundation Kansas City, MOUnrestricted grant for donee's exempt purpose.$500
Nordic Soccer Essex Junction, VTScholarship funding.$5,000
Haiti Educational Foundation El Dorado, ARUnrestricted grant for donee's exempt purpose.$1,000
World Parrot Trust Travelers Rest, SCMacaw conservation in Honduras$1,500
Feeding Southwest Virginia Salem, VAUnrestricted grant for donee's exempt purpose.$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Henry R SchaeferDirector$10KThomas SchaeferDirector$10KPeter SchaeferDirector$10K

From 2024 filing

NameTitleHoursCompensation
Henry R SchaeferDirector1$10,000
Thomas SchaeferDirector1$10,000
Peter SchaeferDirector1$10,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Henry O Schaefer Family Foundation?

Henry O Schaefer Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ROANOKE, VA. It holds $858K in total assets as of 2024.

How large is Henry O Schaefer Family Foundation?

As of 2024, Henry O Schaefer Family Foundation holds $858K in total assets with $15K in annual revenue. It awarded 15 grants totaling $28K in 2024.

Where does Henry O Schaefer Family Foundation operate?

Henry O Schaefer Family Foundation has awarded grants in Arkansas, California, District of Columbia, Maryland, Michigan, Missouri, New York, Oklahoma, South Carolina, Texas, Virginia, Vermont, Wyoming.

What size grants does Henry O Schaefer Family Foundation award?

In 2024, Henry O Schaefer Family Foundation awarded 15 grants totaling $28K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Henry O Schaefer Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry O Schaefer Family Foundation reported a distributable amount of $51K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Henry O Schaefer Family Foundation's EIN?

Henry O Schaefer Family Foundation's EIN (Employer Identification Number) is 03-0503064. IRS Form 990 filing data is available on this page for 2020–2024.

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

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