Kate W Schultz Trust Xxx-xx-xxxx is a private foundation focused on Education, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $235K in total assets. In 2024, it awarded 5 grants totaling $9K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$235K
+0.7% YoY
Annual Giving
$9K
+0.0% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$2K
+20.0% YoY
Under IRS private-foundation payout rules, Kate W Schultz Trust Xxx-xx-xxxx reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
About Kate W Schultz Trust Xxx-xx-xxxx
Based on IRS filings
Kate W Schultz Trust Xxx-xx-xxxx is a private foundation focused on Education, based in EVANSVILLE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $235K in total assets. In 2024, it awarded 5 grants totaling $9K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $235,131 | $233,486 | $223,518 |
| Revenue | $18,504 | $25,562 | $11,171 |
| Expenses | $16,851 | $15,575 | $14,897 |
| Qualifying Distributions | $15,563 | $14,965 | $13,737 |
| Net Investment Income | $17,597 | $24,830 | $10,551 |
| Distributable Amount | $13,333 | $11,830 | $12,281 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Purdue University ($4,000), University of Southern Indiana ($2,000), Trine University ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| TRINE UNIVERSITY ANGOLA, IN | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF NOTRE DAME NOTRE DAME, IN | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF SOUTHERN INDIANA EVANSVILLE, IN | SCHOLARSHIPS | $2,000 |
| PURDUE UNIVERSITY WEST LAFAYETTE, IN | SCHOLARSHIPS | $4,000 |
| MURRAY STATE UNIVERSITY MURRAY, KY | SCHOLARSHIPS | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | TRUSTEE | 1 | $3,698 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Kate W Schultz Trust Xxx-xx-xxxx?
Kate W Schultz Trust Xxx-xx-xxxx is a private foundation focused on Education, based in EVANSVILLE, IN. It holds $235K in total assets as of 2024.
How large is Kate W Schultz Trust Xxx-xx-xxxx?
As of 2024, Kate W Schultz Trust Xxx-xx-xxxx holds $235K in total assets with $19K in annual revenue. It awarded 5 grants totaling $9K in 2024.
Where does Kate W Schultz Trust Xxx-xx-xxxx operate?
Kate W Schultz Trust Xxx-xx-xxxx has awarded grants in Indiana, Kentucky, Mississippi.
What size grants does Kate W Schultz Trust Xxx-xx-xxxx award?
In 2024, Kate W Schultz Trust Xxx-xx-xxxx awarded 5 grants totaling $9K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Kate W Schultz Trust Xxx-xx-xxxx required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Kate W Schultz Trust Xxx-xx-xxxx reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Kate W Schultz Trust Xxx-xx-xxxx's EIN?
Kate W Schultz Trust Xxx-xx-xxxx's EIN (Employer Identification Number) is 35-6024699. 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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