L S Shoen Foundation

Foundation · Grantmaker MILWAUKEE, WI EIN: 91-6508655

L S Shoen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 5 grants totaling $346K. Net investment income was $573K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

+5.4% YoY

Annual Giving

$346K

-8.9% YoY

Grant Count

-37.5% YoY

Avg Grant Size

$69K

+45.7% YoY

Under IRS private-foundation payout rules, L S Shoen Foundation reported a distributable amount of $216K for 2024 — the minimum it must pay out in qualifying distributions.

About L S Shoen Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

Your AI grants department

Ready to take the next step with L S Shoen Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Washington $1.1M (77%)

Georgia $170K (12%)

Texas $90K (6%)

Oregon $40K (3%)

Arizona $20K (1%)

California $2K (0%)

States

Arizona California Georgia Oregon Texas Washington

Cities

AtlantaCoupevilleLos AngelesPhoenixPort HadlockPort TownsendPortlandQuilceneRound RockSeattle

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,280,696	$4,061,764	$4,328,733
Revenue	$614,358	$160,901	$140,067
Expenses	$394,438	$426,460	$311,843
Qualifying Distributions	$351,746	$380,000	$251,716
Net Investment Income	$573,374	$121,079	$99,393
Distributable Amount	$216,091	$210,729	$220,640

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

34 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Centrum Foundation ($225,000), Habitat for Humanity ($70,000), Port Townsend Film Society ($25,000).

Recipient	Purpose	Amount
CENTRUM FOUNDATION PORT TOWNSEND, WA	GENERAL OPERATING	$225,000
PORT TOWNSEND FILM SOCIETY PORT TOWNSEND, WA	GENERAL OPERATING	$25,000
HABITAT FOR HUMANITY ATLANTA, GA	GENERAL OPERATING	$70,000
FRED HUTCHINSON CANCER CENTER SEATTLE, WA	GENERAL OPERATING	$25,000
COLOR OF SOUND PORT TOWNSEND, WA	GENERAL OPERATING	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SAMUEL W SHOEN	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is L S Shoen Foundation?

L S Shoen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $4.3M in total assets as of 2024.

How large is L S Shoen Foundation?

As of 2024, L S Shoen Foundation holds $4.3M in total assets with $614K in annual revenue. It awarded 5 grants totaling $346K in 2024.

Where does L S Shoen Foundation operate?

L S Shoen Foundation has awarded grants in Arizona, California, Georgia, Oregon, Texas, Washington.

What size grants does L S Shoen Foundation award?

In 2024, L S Shoen Foundation awarded 5 grants totaling $346K — an average of about $69K per grant, based on its IRS Form 990 filings.

How much is L S Shoen Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, L S Shoen Foundation reported a distributable amount of $216K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.