Schmitz Family Foundation CO Ann McBournie
The Schmitz Family Foundation is a private family foundation established in July 2000 and based in Denver, Colorado. Designated as a 501(c)(3) organization, the foundation operates as a grantmaking foundation focused on supporting Catholic education and faith-based initiatives in the Denver metropolitan area.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$302K
-99.4% YoY
Annual Giving
$2.4M
+9.5% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$218K
+9.5% YoY
Under IRS private-foundation payout rules, Schmitz Family Foundation CO Ann McBournie reported a distributable amount of $2.7M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary mission centers on Catholic education, with particular emphasis on supporting Roman Catholic schools and campus outreach initiatives. The foundation funds programs aimed at engaging college students with intentionality and love, inviting them into a growing relationship with Jesus and the Catholic faith.
Key funding priorities include:
- Catholic school scholarships and educational support
- Campus outreach and faith formation programs
- Catholic educator recruitment and development
- K-12 education reform initiatives
- Human services aligned with Catholic values
Grantmaking
| Grantee | Purpose | Amount | Year |
Grant Range
** $2,000 to $4,000+ for scholarship programs; institutional grants vary
Invitation Only
** The foundation operates on an invitation-only basis and does not accept unsolicited grant applications.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in the Denver, Colorado metropolitan area, with some national and international grants to Catholic organizations and initiatives.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
2024 (Most Recent):
- Total Assets: $301,752
- Total Revenues: $3,674,763
- Total Expenses: $2,645,710
- Total Giving: $2,392,750
- Charitable Disbursements: 90.4% of expenses
2023:
- Total Assets: $54,101,518
- Total Revenues: $3,759,888
- Total Expenses: $2,313,385
- Annual Giving: $2,185,000
Historical Trend: The foundation has maintained consistent annual giving between $1.7 million and $2.4 million over recent years, with assets fluctuating based on investment performance.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $301,752 | $54,101,518 | $52,901,970 |
| Revenue | $3,674,763 | $3,759,888 | $1,703,665 |
| Expenses | $2,645,710 | $2,313,385 | $2,293,943 |
| Qualifying Distributions | $2,392,750 | $2,185,000 | $1,807,750 |
| Net Investment Income | $2,479,476 | $2,021,245 | $2,107,256 |
| Distributable Amount | $2,701,140 | $2,671,396 | $2,606,433 |
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
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include ACE Scholarships ($2,107,750), Focus ($75,000), Fire Foundation ($75,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACE Scholarships Denver, CO | To provide children of low-income families with scholarships to private schools in grades K-12. | $2,107,750 |
| Seeds of Hope Denver, CO | To cultivate minds and hearts for Christ by striving to make a transformative Catholic education available. | $8,000 |
| Learning Ally Princeton, NJ | A leading nonprofit education solutions organization that transforms the lives of early and struggling learners through proven solutions | $10,000 |
| FOCUS Golden, CO | We're a campus outreach that pursues college students with intentionality and love. We invite them into a growing relationship with Jesus and the Catholic faith, inspiring and equipping them for a lifetime of Christ-centered evangelization, discipleship and friendships in which they lead others to do the same. | $75,000 |
| Fire Foundation Littleton, CO | Fosters aculture of acceptanceandcompassionthat allows all students to grow together infaith, friendship,andknowledge | $75,000 |
| Hope Haven Sedalia, CO | Transforming Rwandan families through a holistic approach to education and discipleship, actively demonstrating the love, hope, and truth of Jesus Christ. | $3,000 |
| Oak Rose Fund Denver, CO | To create pathways to human flourishing through K-12 education reform, workforce development initiatives, and other programs. | $5,000 |
| Our Lady of Lourdes Catholic School Denver, CO | Under the patronage of our Blessed Mother, the mission of Our Lady of Lourdes Catholic Classical School is to support parents in their role as the primary educators of their children. classical training draws out of students their natural desire for wisdom and virtue. By fostering a love for truth, beauty, and goodness, we seek to form disciples of Jesus Christ, set free to realize their full potential by living joyfully in accordance with the truth revealed by God through nature and the Catholic Church. | $4,000 |
| St Joan of Arc Spring Hill, FL | We, the parish members of St. Joan of Arc, are conscious of the mandate of Jesus, that we must love one another as he has loved us (John 13:34). It is the measure of all that we do as a community of people dedicated to the love and service of Christ. In order that Jesus be first in our lives, we need to foster the practice of prayer, personal and communal and in particular regular participation in the Eucharist. | $5,000 |
| Cabrini Teaching Fellows Golden, CO | On behalf of partner Catholic schools in the Archdiocese of Denver, the Cabrini Teaching Fellows Program recruits, forms, equips, and houses young men and women to inspire a new generation of Catholic educators, improve the stability of Catholic schools, and increase the longevity of the Catholic teaching profession. | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Annie McBournie – President (annual compensation: $81,250)
- Julie Bunsness – Vice President
- Richard Schmitz – Vice President
- Pat Job – Secretary
The foundation operates with zero employees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANNIE MCBOURNIE | PRESIDENT | 10 | $81,250 |
| JULIE BUNSNESS | VICE PRESIDENT | 1 | — |
| PAT JOB | SECRETARY | 1 | — |
| RICHARD SCHMITZ | VICE PRESIDENT | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Schmitz Family Foundation CO Ann McBournie fund?
The foundation's primary mission centers on Catholic education, with particular emphasis on supporting Roman Catholic schools and campus outreach initiatives. The foundation funds programs aimed at engaging college students with intentionality and love, inviting them into a growing relationship with Jesus and the Catholic faith. Key funding priorities include: • Catholic school scholarships and educational support • Campus outreach and faith formation programs • Catholic educator recruitment an…
How do I apply for a grant from Schmitz Family Foundation CO Ann McBournie?
**Application Process:** The foundation operates on an invitation-only basis and does not accept unsolicited grant applications. **Grant Range:** $2,000 to $4,000+ for scholarship programs; institutional grants vary **Scholarship Programs:** • High School Level: $4,000 per student annually • K-8 Level: Up to $2,000 per student annually • Scholarships are renewable as long as families continue to meet income guidelines • Scholarships administered in partnership with ACE Scholarships **Recent Gra…
Where does Schmitz Family Foundation CO Ann McBournie make grants?
The foundation primarily funds organizations in the Denver, Colorado metropolitan area, with some national and international grants to Catholic organizations and initiatives.
What size grants does Schmitz Family Foundation CO Ann McBournie award?
In 2024, Schmitz Family Foundation CO Ann McBournie awarded 11 grants totaling $2.4M — an average of about $218K per grant, based on its IRS Form 990 filings.
How much is Schmitz Family Foundation CO Ann McBournie required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schmitz Family Foundation CO Ann McBournie reported a distributable amount of $2.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Schmitz Family Foundation CO Ann McBournie's EIN?
Schmitz Family Foundation CO Ann McBournie's EIN (Employer Identification Number) is 84-1548781. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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