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.
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
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 |
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
Among its reported 2024 grants, the largest include Evans Scholars Foundation ($8,500), Samaritan's Purse ($3,500), Blue Lotus Center ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| EVANS SCHOLARS FOUNDATION GLENVIEW, IL | TO ASSIST IN PROVIDING SCHOLARSHIPS TO CADDIES FOR COLLEGE. | $8,500 |
| BLUE LOTUS CENTER WEST BEND, WI | TO PROVIDE A RETREAT WITH STIMULATING AND BENEFICIAL ACTIVITIES FOR THOSE INDIVIDUALS FACING CHALLENGES | $500 |
| SAMARITAN'S PURSE BOONE, NC | TO PROVIDE SPIRITUAL AND PHYSICAL AID AROUND THE WORLD | $3,500 |
| LAKE COUNTRY ACADEMY SHEBOYGAN, WI | TO SUPPORT EDUCATIONAL OPPORTUNITIES IN SHEBOYGAN COUNTY | $100 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN SCHMITZ | PRESIDENT, TREASURER AND DIRECTOR | 2 | — |
| CINDY SCHMITZ | VICE-PRESIDENT, SECRETARY AND DIRECTOR | 2 | — |
| MATTHEW SCHMITZ | DIRECTOR | 1 | — |
| MICHAEL SCHMITZ | DIRECTOR | 1 | — |
| ROBERT SCHMITZ | DIRECTOR | 1 | — |
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.
Where does Schmitz Family Charitable Foundation operate?
Schmitz Family Charitable Foundation has awarded grants in Illinois, North Carolina, New York, Tennessee, Wisconsin.
What size grants does Schmitz Family Charitable Foundation award?
In 2024, Schmitz Family Charitable Foundation awarded 4 grants totaling $13K — an average of about $3K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Schmitz Family Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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