Richard R & Mary P Pautz Life-Long Learning Foundation

Private foundation · Grantmaker Brookfield, WI EIN: 39-1866937

Richard R & Mary P Pautz Life-Long Learning Foundation is a private foundation, based in Brookfield, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $501K in total assets. In 2024, it awarded 4 grants totaling $5K. Net investment income was $7K.

Key facts about Richard R & Mary P Pautz Life-Long Learning Foundation

In short: Richard R & Mary P Pautz Life-Long Learning Foundation gave $5K across 4 grants in 2024 (avg $1K), top state Florida. Source: 2024 IRS Form 990-PF.

EIN
39-1866937
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$5,079
Grants made (2024)
4
Average grant
$1,270
Median grant
$1,208
Total assets
$500,546
Primary geography
Florida (48% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$501K

+0.3% YoY

Annual Giving

$5K

+25.1% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$1K

-37.5% YoY

Under IRS private-foundation payout rules, Richard R & Mary P Pautz Life-Long Learning Foundation reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.

How Richard R & Mary P Pautz Life-Long Learning Foundation gives

  • In 2024 it paid out 20% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

San JuanSouth MiamiBethesdaBonita SpringsFort CollinsImmokaleeMilwaukeeVero BeachWashingtonFort MyersJupiter

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K8 grants2019 3 grants2020 0 grants2021 4 grants2022 2 grants2023 4 grants2024

From 2019 to 2024, annual grant giving ranged from $4K (2023) to $50K (2020). In 2024 it made 4 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 13 grants of 13 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
4 grants to individuals Recipients not named —$5,079

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$500,546$499,236$508,379
Revenue$13,820$9,841$57,459
Expenses$12,510$18,984$43,328
Qualifying Distributions$5,079$4,060$24,356
Net Investment Income$7,101$12,051$2,742
Distributable Amount$24,838$24,419—

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS September 9, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS October 13, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 25, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 30, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 22, 2025)
  7. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Richard R & Mary P Pautz Life-Long Learning Foundation is led by Mary Pautz, Trustee on every filing since 2019 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Mary Pautz

    Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Richard R & Mary P Pautz Life-Long Learning Foundation

How much does Richard R & Mary P Pautz Life-Long Learning Foundation give each year?

Richard R & Mary P Pautz Life-Long Learning Foundation gave $5K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $4K across 2 grants.

What is Richard R & Mary P Pautz Life-Long Learning Foundation's typical grant size?

Richard R & Mary P Pautz Life-Long Learning Foundation's median grant in 2024 was $1,208, and its average grant was $1,270, across 4 grants on its 2024 IRS Form 990-PF.

Where does Richard R & Mary P Pautz Life-Long Learning Foundation give grants?

Richard R & Mary P Pautz Life-Long Learning Foundation's top state is Florida, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were District of Columbia (46%) and Wisconsin (6%).

Does Richard R & Mary P Pautz Life-Long Learning Foundation give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on Richard R & Mary P Pautz Life-Long Learning Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Cash Donation" (3 grants).

How large is Richard R & Mary P Pautz Life-Long Learning Foundation?

Richard R & Mary P Pautz Life-Long Learning Foundation reported $501K in total assets on its 2024 IRS Form 990-PF. It paid out $5K in qualifying distributions that year, against a required minimum of $25K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Richard R & Mary P Pautz Life-Long Learning Foundation's EIN?

Richard R & Mary P Pautz Life-Long Learning Foundation's EIN (Employer Identification Number) is 39-1866937. IRS Form 990 filing data is available on this page for 2019–2024.

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

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