Schmitz Family Charitable Foundation
Schmitz Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in West Bend, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $243K in total assets. In 2024, it awarded 4 grants totaling $13K. Net investment income was $14K.
Key facts about Schmitz Family Charitable Foundation
In short: Schmitz Family Charitable Foundation gave $13K across 4 grants in 2024 (avg $3K), mostly in Illinois. Source: 2024 IRS Form 990-PF.
- EIN
- 82-2133344
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $12,600
- Grants made (2024)
- 4
- Average grant
- $3,150
- Median grant
- $2,000
- Total assets
- $242,776
- Primary geography
- Illinois (67% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Quick answers about Schmitz Family Charitable Foundation
How much does Schmitz Family Charitable Foundation give each year?
Schmitz Family Charitable Foundation gave $13K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $13K across 2 grants.
What is Schmitz Family Charitable Foundation's typical grant size?
Schmitz Family Charitable Foundation's median grant in 2024 was $2,000, and its average grant was $3,150, across 4 grants on its 2024 IRS Form 990-PF.
Where does Schmitz Family Charitable Foundation give grants?
Schmitz Family Charitable Foundation gives mostly in Illinois: 67% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (28%).
Does Schmitz Family Charitable Foundation give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Schmitz Family Charitable Foundation's 2024 IRS Form 990-PF were described as general or operating support.
How Schmitz Family Charitable Foundation gives
- Giving fell 28% from 2021 to 2024. Method
- In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Schmitz Family Charitable Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$243K
-2.6% YoY
Annual Giving
$13K
-3.1% YoY
Grant Count
4
+100.0% YoY
Avg Grant Size
$3K
-51.5% YoY
Under IRS private-foundation payout rules, Schmitz Family Charitable Foundation reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.
About Schmitz Family Charitable Foundation
Based on IRS filings
Schmitz Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in West Bend, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $243K in total assets. In 2024, it awarded 4 grants totaling $13K. Net investment income was $14K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $242,776 | $249,229 | $250,793 |
| Revenue | $16,705 | $9,316 | $-3,953 |
| Expenses | $16,785 | $14,878 | $17,839 |
| Qualifying Distributions | $13,725 | $13,000 | $14,275 |
| Net Investment Income | $13,725 | $7,538 | $3,792 |
| Distributable Amount | $12,823 | $11,917 | $13,072 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| EVANS SCHOLARS FOUNDATION Glenview, IL | TO ASSIST IN PROVIDING SCHOLARSHIPS TO CADDIES FOR COLLEGE. | $8,500 |
| SAMARITAN'S PURSE Boone, NC | TO PROVIDE SPIRITUAL AND PHYSICAL AID AROUND THE WORLD | $3,500 |
| BLUE LOTUS CENTER West Bend, WI | TO PROVIDE A RETREAT WITH STIMULATING AND BENEFICIAL ACTIVITIES FOR THOSE INDIVIDUALS FACING CHALLENGES | $500 |
| LAKE COUNTRY ACADEMY Sheboygan, WI | TO SUPPORT EDUCATIONAL OPPORTUNITIES IN SHEBOYGAN COUNTY | $100 |
Leadership & Key People
Officers and directors from IRS filings
Schmitz Family Charitable Foundation is led by Alan Schmitz, President, Treasurer & Director on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Alan Schmitz
President, Treasurer & Director
On filings since 2020
2 hrs/week
No compensation reported
Cindy Schmitz
Vice President, Secretary & Director
On filings since 2020
2 hrs/week
No compensation reported
Matthew Schmitz
Director
On filings since 2020
1 hr/week
No compensation reported
Michael Schmitz
Director
On filings since 2020
1 hr/week
No compensation reported
Robert Schmitz
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Schmitz Family Charitable Foundation?
Schmitz Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in West Bend, WI. It holds $243K in total assets as of 2024.
How large is Schmitz Family Charitable Foundation?
As of 2024, Schmitz Family Charitable Foundation holds $243K in total assets with $17K in annual revenue. It awarded 4 grants totaling $13K in 2024.
How much is Schmitz Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schmitz Family Charitable Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Schmitz Family Charitable Foundation's EIN?
Schmitz Family Charitable Foundation's EIN (Employer Identification Number) is 82-2133344. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.