Henry O Schaefer Family Foundation
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.
Key facts about Henry O Schaefer Family Foundation
- EIN
- 03-0503064
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $28,000
- Grants made (2024)
- 15
- Average grant
- $1,867
- Median grant
- $1,000
- New grantees (estimate)
- 33% first-time grantees (5 of 15, 2024)
- Total assets
- $857,973
- Primary geography
- Vermont (46% 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 Henry O Schaefer Family Foundation funds
By grant dollars, the top recipient states for Henry O Schaefer Family Foundation's 15 itemized 2024 grants were Vermont (46%), Texas (14%) and Virginia (14%). The most frequent recipient cities were South Burlington, VT (2 grants). 80% of grants with a stated purpose were for general or operating support.
Is Henry O Schaefer Family Foundation open to new grantees?
33%
first-time grantees, 2024
In 2024, 5 of 15 grantees (33%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $2K repeat.
- 60% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−11%). 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.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 15 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
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
69 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Vermont Foundation of Recovery ($5,000), Nordic Soccer ($5,000), Roatan Marine Park ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Vermont Foundation of Recovery Essex Jct, VT | Unrestricted grant for donee's exempt purpose. | $5,000 |
| Nordic Soccer Essex Junction, VT | Scholarship funding. | $5,000 |
| Roatan Marine Park Austin, TX | Unrestricted grant for donee's exempt purpose. | $3,000 |
| Feeding Southwest Virginia Salem, VA | Unrestricted grant for donee's exempt purpose. | $3,000 |
| University of Oklahoma Foundation Oklahoma City, OK | Scholarship funding. | $2,000 |
| World Parrot Trust Travelers Rest, SC | Macaw conservation in Honduras | $1,500 |
| Champlain Islands Parent Child Cent South Hero, VT | Unrestricted grant for donee's exempt purpose. | $1,500 |
| Toph Foundation South Burlington, VT | Unrestricted grant for donee's exempt purpose. | $1,000 |
| Jefferson Center Foundation Roanoke, VA | Unrestricted grant for donee's exempt purpose. | $1,000 |
| Haiti Educational Foundation El Dorado, AR | Unrestricted grant for donee's exempt purpose. | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Henry R Schaefer | Director | 1 | $10,000 |
| Thomas Schaefer | Director | 1 | $10,000 |
| Peter Schaefer | Director | 1 | $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 September 2026. Sourced from IRS Form 990-PF filings.