Roger and Priscilla Schultz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEND, OR. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $88K in total assets. In 2024, it awarded 18 grants totaling $41K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$88K
-23.0% YoY
Annual Giving
$41K
+76.8% YoY
Grant Count
18
+50.0% YoY
Avg Grant Size
$2K
+17.9% YoY
About Roger and Priscilla Schultz Family
Based on IRS filings
Roger and Priscilla Schultz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEND, OR. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $88K in total assets. In 2024, it awarded 18 grants totaling $41K. Net investment income was $32K.
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 | $88,492 | $114,973 | $139,516 |
| Revenue | $42,329 | $25,140 | $28,622 |
| Expenses | $68,810 | $49,683 | $72,732 |
| Qualifying Distributions | $58,758 | $38,859 | $61,937 |
| Net Investment Income | $32,277 | $14,316 | $17,827 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
80 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Michigan State University ($7,000), The Giving Plate ($5,000), Osu Cascade ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN RED CROSS WASHINGTON, DC | UNRESTRCTED | $1,000 |
| BETHLEHEM INN BEND, OR | UNRESTRICTED | $1,000 |
| BRIDGETOWN CHURCH OFFICE PORTLAND, OR | UNRESTRICTED | $1,000 |
| HUMANE SOC OF CENTRAL OREGON BEND, OR | UNRESTRICTED | $500 |
| THE GIVING PLATE BEND, OR | UNRESTRICTED | $5,000 |
| OSU CASCADE BEND, OR | UNRESTRICTED | $5,000 |
| ACVOW SAN DIEGO, CA | UNRESTRICTED | $1,000 |
| FRIENDS OF THE CHILDREN CENTER PORTLAND, OR | UNRESTRICTED | $5,000 |
| HEALING REINS BEND, OR | UNRESTRICTED | $3,000 |
| MICHIGAN STATE UNIVERSITY EAST LANSING, MI | UNRESTRICTED | $7,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LIZANNE SCHULTZ WILSON | Secretary | 4 | $5,000 |
| ERICH WATSON SCHULTZ | President & CEO | 4 | $5,000 |
| KARLA SCHULTZ | Director | 4 | $5,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Roger and Priscilla Schultz Family?
Roger and Priscilla Schultz Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BEND, OR. It holds $88K in total assets as of 2024.
How large is Roger and Priscilla Schultz Family?
As of 2024, Roger and Priscilla Schultz Family holds $88K in total assets with $42K in annual revenue. It awarded 18 grants totaling $41K in 2024.
Where does Roger and Priscilla Schultz Family operate?
Roger and Priscilla Schultz Family has awarded grants in Alaska, Arizona, California, Colorado, District of Columbia, Indiana, Michigan, Minnesota, Nebraska, Ohio, Oregon, Virginia.
What size grants does Roger and Priscilla Schultz Family award?
In 2024, Roger and Priscilla Schultz Family awarded 18 grants totaling $41K — an average of about $2K per grant, based on its IRS Form 990 filings.
What is Roger and Priscilla Schultz Family's EIN?
Roger and Priscilla Schultz Family's EIN (Employer Identification Number) is 33-0923004. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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