John and Julie Schmidt Family Foundation

WILMINGTON, DE EIN: 84-3036130

The John and Julie Schmidt Family Foundation is a private foundation based in Wilmington, Delaware, established in 2021. As a 501(c)(3) organization, it operates as a grantmaking foundation focused on philanthropic activities.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$22.4M

+83.4% YoY

Annual Giving

$571K

-69.0% YoY

Grant Count

28

+12.0% YoY

Avg Grant Size

$20K

-72.3% YoY

Under IRS private-foundation payout rules, John and Julie Schmidt Family Foundation reported a distributable amount of $839K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily funds general and unrestricted charitable support, with documented giving in the areas of:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Community development and basic needs support

Grantmaking

The foundation does not accept unsolicited applications.

Grant Range

$5,000–$10,000

Average Grant

approximately $13,800

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation's grantmaking is primarily concentrated in:

  • Wisconsin
  • Pennsylvania
  • Ohio

Notable concentration in the Fox Valley area of Wisconsin, with additional giving in Colorado and other states.

Grant Distribution by State

13states
+5 more states

Cities

AppletonArlingtonBostonCameronChicagoCincinnatiDenverEagle RiverGlendoraGreen BayKaukaunaMenashaNashuaNeenahNew YorkPeostaPhelpsPhiladelphiaSan FranciscoSilver Spring

Financial History

Multi-year comparison from IRS filings

As of 2024:

  • Total Assets: $22,365,117
  • Total Revenues: $10,840,131
  • Total Expenses: $668,773
  • Total Giving: $1,800,000
  • Number of Grants: 25

Historical Growth:

  • 2023: Assets $5.8M–$12.2M; Giving $413,000
  • 2022: Assets $3.7M; Giving $386,000
  • 2021: Assets $3.3M; Giving $325,000

The foundation has experienced significant asset growth since its establishment in 2021, with investment income and dividends contributing substantially to revenue.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$9M$12M20202021202220232024
Metric202420232022
Total Assets$22,365,117$12,193,759$5,750,083
Revenue$10,840,131$8,326,564$2,487,115
Expenses$668,773$1,882,888$442,951
Qualifying Distributions$620,721$1,859,264$431,313
Net Investment Income$1,053,538$596,924$80,623
Distributable Amount$838,502$460,952$183,468

Giving Over Time

Total grant dollars and number of grants per year

$0$461K$921K$1M$2M17 grants202027 grants202130 grants202225 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FIRST CONGREGATIONAL UNI…$100KRIVERVIEW GARDENS INC$66KVICTORY COMMUNITY DEVELO…$64KKENYA WORKS INC$51KBASIC NEEDS GIVING PARTN…$50KTROUT MUSEUM OF ART INC$50KCOTS INC$25KMUSIC THAT MATTERS INC$25KVALLEY PACKAGING INDUSTR…$25KBOYS & GIRLS CLUB FOX VA…$20K

Grant Size Distribution

127 grants across all recorded years

106<$50K14$50–100K6$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include First Congregational United Church of Christ ($100,000), Riverview Gardens Inc ($65,650), Victory Community Development Centre (vicodec) ($64,497).

RecipientPurposeAmount
APPLETON COMMUNITY MUSIC INC APPLETON, WIGeneral & Unrestricted$10,000
BASIC NEEDS GIVING PARTNERSHIP INC GREEN BAY, WIGeneral & Unrestricted$50,000
BEAMING INCORPORATED NEENAH, WIGeneral & Unrestricted$2,500
BOY SCOUTS OF AMERICA APPLETON, WIGeneral & Unrestricted$5,000
BOYS & GIRLS CLUB FOX VALLEY INC APPLETON, WIto support Great Futures$20,000
CHILDREN'S TUMOR FOUNDATION PHILADELPHIA, PAGeneral & Unrestricted$1,000
COMBONI MISSIONARIES OF THE HEART OF JESUS INC CINCINNATI, OHTo be used at Napenda Kuishi-Ongata Rongai, Kenya$5,000
COMMUNITY BENEFIT TREE INC KAUKAUNA, WICharitable Event$5,000
COTS INC APPLETON, WIGeneral & Unrestricted$25,000
CYSTIC FIBROSIS FOUNDATION NASHUA, NHGeneral & Unrestricted$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

Board Members and Officers:

  • John A. Schmidt — Director, Co-President
  • Julie A. Schaller-Schmidt — Co-President, Director, Secretary, Treasurer
  • Greg Groggel — Vice President
  • Soyona Rafatjah — Vice President
  • Chelsea Schmidt — Vice President
  • Daniel Schmidt — Vice President
  • Luke Schmidt — Vice President
  • Samuel Schmidt — Vice President
  • Zachary Schmidt — Vice President

All board members serve on a voluntary basis with no compensation.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Greg GroggelVP1
Soyona RafatjahVP1
Julie A Schaller-SchmidtCo- Pres, Dir, Sec, Treas1
Chelsea SchmidtVP1
Daniel SchmidtVP1
John A SchmidtDir, Co- Pres1
Luke SchmidtVP1
Samuel SchmidtVP1
Zachary SchmidtVP1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does John and Julie Schmidt Family Foundation fund?

The foundation primarily funds general and unrestricted charitable support, with documented giving in the areas of: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Community development and basic needs support

How do I apply for a grant from John and Julie Schmidt Family Foundation?

**Grant Activity:** • The foundation has made between 17 and 30 grants annually since its establishment • Median grant size: $5,000–$10,000 • Grant range: $1,000–$1,100,000 • Average grant size: approximately $13,800 **Recent Grant Recipients (2023-2024):** • First Congregational United Church of Christ ($100,000) • Basic Needs Giving Partnership ($50,000–$50,600) • Boys & Girls Club Fox Valley ($15,000–$20,000) • COTS Inc. ($25,000) • Kenya Works ($50,600) • Riverview Gardens ($65,650) • Cysti…

Where does John and Julie Schmidt Family Foundation make grants?

The foundation's grantmaking is primarily concentrated in: • Wisconsin • Pennsylvania • Ohio Notable concentration in the Fox Valley area of Wisconsin, with additional giving in Colorado and other states.

What size grants does John and Julie Schmidt Family Foundation award?

In 2024, John and Julie Schmidt Family Foundation awarded 28 grants totaling $571K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is John and Julie Schmidt Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John and Julie Schmidt Family Foundation reported a distributable amount of $839K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John and Julie Schmidt Family Foundation's EIN?

John and Julie Schmidt Family Foundation's EIN (Employer Identification Number) is 84-3036130. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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