Roger and Priscilla Schultz Family
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.
Key facts about Roger and Priscilla Schultz Family
- EIN
- 33-0923004
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $41,065
- Grants made (2024)
- 18
- Average grant
- $2,281
- Median grant
- $1,000
- New grantees (estimate)
- 6% first-time grantees (1 of 18, 2024)
- Total assets
- $88,492
- Primary geography
- Oregon (56% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Roger and Priscilla Schultz Family funds
By grant dollars, the top recipient states for Roger and Priscilla Schultz Family's 18 itemized 2024 grants were Oregon (56%), Michigan (17%) and California (15%). The most frequent recipient cities were Bend, OR (7 grants) and Portland, OR (2 grants). 94% of grants with a stated purpose were for general or operating support.
Is Roger and Priscilla Schultz Family open to new grantees?
6%
first-time grantees, 2024
In 2024, 1 of 18 grantees (6%) were first-time recipients. First grants averaged $1K; repeat grants $2K. How we count
Medians: $1K first-time, $1K repeat.
Estimate from itemized IRS Form 990-PF grant lists (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Roger and Priscilla Schultz Family
- How to evaluate Roger and Priscilla Schultz Family as a funder
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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
Share of all 18 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2019–2024
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 recipients include Michigan State University ($7,000), The Giving Plate ($5,000), Osu Cascade ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MICHIGAN STATE UNIVERSITY East Lansing, MI | UNRESTRICTED | $7,000 |
| THE GIVING PLATE Bend, OR | UNRESTRICTED | $5,000 |
| OSU CASCADE Bend, OR | UNRESTRICTED | $5,000 |
| FRIENDS OF THE CHILDREN CENTER Portland, OR | UNRESTRICTED | $5,000 |
| NORTH COAST CHURCH Vista, CA | UNRESTRICTED | $4,000 |
| HEALING REINS Bend, OR | UNRESTRICTED | $3,000 |
| PARTNERS IN CARE Bend, OR | UNRESTRICTED | $2,500 |
| COLORADOGIVESORG Arvada, CO | UNRESTRICTED | $1,040 |
| AMERICAN RED CROSS Washington, DC | UNRESTRCTED | $1,000 |
| BETHLEHEM INN Bend, OR | UNRESTRICTED | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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 September 2026. Sourced from IRS Form 990-PF filings.