Horst R & Viola R Schoene Family

AMHERST, NY EIN: 84-6910624

Horst R & Viola R Schoene Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMHERST, NY. IRS filing data is available from 2021 through 2022. In 2022, it awarded 1 grants totaling $29K.

Financial Overview

From 2022 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$29K

-60.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$29K

-60.2% YoY

Under IRS private-foundation payout rules, Horst R & Viola R Schoene Family reported a distributable amount of $59 for 2022 — the minimum it must pay out in qualifying distributions.

About Horst R & Viola R Schoene Family

Based on IRS filings

Horst R & Viola R Schoene Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMHERST, NY. IRS filing data is available from 2021 through 2022. In 2022, it awarded 1 grants totaling $29K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Cincinnati

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$41K$61K$82K20212022
Metric20222021
Total Assets$28,951
Revenue$2,766
Expenses$28,951$74,211
Qualifying Distributions$28,951$72,752
Net Investment Income$2,723
Distributable Amount$59$5,001

Giving Over Time

Total grant dollars and number of grants per year

$0$18K$36K$55K$73K1 grants20211 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2022

FIDELITY INVESTMENTS CHA…$29K

Grant Size Distribution

2 grants across all recorded years

1<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2022 grants, the largest include Fidelity Investments Charitable Gift Fund ($28,951).

RecipientPurposeAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND CINCINNATI, OHUNRESTRICTED$28,951

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

From 2022 filing

NameTitleHoursCompensation
KAREN SCHOENETRUSTEE0.5
VIOLA SCHOENETRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Horst R & Viola R Schoene Family?

Horst R & Viola R Schoene Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMHERST, NY. It holds — in total assets as of 2022.

Where does Horst R & Viola R Schoene Family operate?

Horst R & Viola R Schoene Family has awarded grants in Ohio.

What size grants does Horst R & Viola R Schoene Family award?

In 2022, Horst R & Viola R Schoene Family awarded 1 grants totaling $29K — an average of about $29K per grant, based on its IRS Form 990 filings.

How much is Horst R & Viola R Schoene Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2022, Horst R & Viola R Schoene Family reported a distributable amount of $59 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Horst R & Viola R Schoene Family's EIN?

Horst R & Viola R Schoene Family's EIN (Employer Identification Number) is 84-6910624. IRS Form 990 filing data is available on this page for 2021–2022.

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

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