Schmitz Family Foundation CO Ann McBournie
Schmitz Family Foundation CO Ann McBournie is a private foundation based in Denver, Colorado. Its 2024 grants supported organizations working in areas including K–12 scholarships, Catholic education, campus outreach, and education-related initiatives.
Schmitz Family Foundation CO Ann McBournie at a glance
In short: Schmitz Family Foundation CO Ann McBournie gave $2.4M across 11 grants in 2024 (avg $218K), mostly in Colorado. 27% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,392,750
- +9.5% vs 2023
- Grants made (2024)
- 11
- +0.0% vs 2023
- Average grant
- $217,523
- +9.5% vs 2023
- Median grant
- $10,000
- Total assets
- $301,752
- -99.4% vs 2023
- New grantees (estimate)
- 27% first-time grantees (3 of 11, 2024; small sample)
- Primary geography
- Colorado (97% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Schmitz Family Foundation CO Ann McBournie
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 3260 S Monroe Street, Denver, CO 80210
Phone: (303) 257-5419
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Schmitz Family Foundation CO Ann McBournie funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was ACE Scholarships ($2.1M). Together the top 10 received $2.4M.
Organizations only. It also paid 1 grant to individuals ($4,000), which are not listed by name.
Grant Size Distribution
50 grants across all recorded years
The most common grant size was under $50K: 32 grants of 50 (64%).
Geographic Focus
Where this funder awards grants
In 2024, 97% of grant dollars went to recipients in Colorado and 2% went to recipients in New York. The filing also lists 0% for New Jersey and 0% for Florida.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is Schmitz Family Foundation CO Ann McBournie open to new grantees?
27%
first-time grantees, 2024
In 2024, 3 of 11 grantees (27%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $35K; repeat grants $286K. How we count
Medians: $50K first-time, $9K repeat.
- 64% of 2024 grantees were also funded in 2023. Method
- Giving grew 35% from 2021 to 2024. Method
- In 2024 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.8M (2021) to $2.4M (2024). In 2024 it made 11 grants totaling $2.4M.
Grants by year
Grant recipients and amounts by year
| 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 |
| 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 |
| 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 |
| Invest in Education Albany, NY | This new tax provision provides K-12 scholarships for students across America to attend schools that best meet their educational needs as determined by their parents. Under this new law, $1,700 in tax credits will be available annually for individuals that contribute to non-profit scholarship-granting organizations (SGOs). The funds could be used to pay for tuition, tutoring, special needs services, education technology, among other eligible uses. Scholarships will be funded with private donations, not federal dollars, and donors receive a federal tax credit. | $50,000 |
| Learning Ally Princeton, NJ | A leading nonprofit education solutions organization that transforms the lives of early and struggling learners through proven solutions | $10,000 |
| Seeds of Hope Denver, CO | To cultivate minds and hearts for Christ by striving to make a transformative Catholic education available. | $8,000 |
| Oak Rose Fund Denver, CO | To create pathways to human flourishing through K-12 education reform, workforce development initiatives, and other programs. | $5,000 |
| 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 |
| 1 grant to individuals Recipients not named | — | $4,000 |
Ready to take the next step with Schmitz Family Foundation CO Ann McBournie?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $301,752 | $3,674,763 | $2,645,710 | $2,392,750 | 11 | $2,392,750 | $2,479,476 | $2,701,140 |
| 2023 | $54,101,518 | $3,759,888 | $2,313,385 | $2,185,000 | 11 | $2,185,000 | $2,021,245 | $2,671,396 |
| 2022 | $52,901,970 | $1,703,665 | $2,293,943 | $1,807,750 | 7 | $1,807,750 | $2,107,256 | $2,606,433 |
| 2021 | $52,849,547 | $5,123,702 | $2,100,954 | $1,775,511 | 9 | $1,775,511 | $3,768,386 | $2,358,365 |
| 2020 | $43,346,500 | $5,553,768 | $2,253,125 | $1,987,285 | 12 | — | $5,551,725 | $1,760,417 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for K–12 scholarships and education, Catholic schools and educators, and campus outreach. The grantee Learning Ally describes its mission as empowering learners with reading differences, including dyslexia, through innovative solutions and partnerships. Oak Rose Fund describes its work as creating pathways to human flourishing through K–12 education reform, workforce development initiatives, and other programs. Hope Haven describes its mission as empowering individuals with disabilities through work and life skills.
Grantmaking
In 2024, the foundation made 11 grants totaling $2,392,750. Grant amounts ranged from $3,000 to $2,107,750, with a median of $10,000. Its largest grant was $2,107,750 to ACE Scholarships to provide K–12 private-school scholarships for children of low-income families.
Other notable 2024 grants included $75,000 to FOCUS, $75,000 to Fire Foundation, $50,000 to Cabrini Teaching Fellows, and $50,000 to Invest in Education. Additional grants included $10,000 to Learning Ally, $8,000 to Seeds of Hope, $5,000 to Oak Rose Fund, $5,000 to St Joan of Arc, $4,000 to an individual recipient School, and $3,000 to Hope Haven.
Leadership & Key People
Leadership team and compensation from IRS filings
The officers and directors listed on the 2024 filing are Annie McBournie, president; Julie Bunsness, vice president; Pat Job, secretary; and Richard Schmitz, vice president.
Schmitz Family Foundation CO Ann McBournie is led by Annie McBournie, President on every filing since 2020; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
Annie McBournie
President
On filings since 2020
10 hrs/week
$70K (2020) → $81K (2024)
Julie Bunsness
Vice President
On filings since 2020
1 hr/week
No compensation reported
Pat Job
Secretary
On filings since 2020
1 hr/week
No compensation reported
Richard Schmitz
Vice President
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $81K, to Annie McBournie (President).
Frequently asked questions about Schmitz Family Foundation CO Ann McBournie
How much does Schmitz Family Foundation CO Ann McBournie give each year?
Schmitz Family Foundation CO Ann McBournie gave $2.4M across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.2M across 11 grants.
What is Schmitz Family Foundation CO Ann McBournie's typical grant size?
Schmitz Family Foundation CO Ann McBournie's median grant in 2024 was $10,000, and its average grant was $217,523, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Schmitz Family Foundation CO Ann McBournie that year got $35K on average.
Where does Schmitz Family Foundation CO Ann McBournie give grants?
Schmitz Family Foundation CO Ann McBournie gives mostly in Colorado: 97% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Denver, CO (3 grants) and Golden, CO (2 grants).
Does Schmitz Family Foundation CO Ann McBournie give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on Schmitz Family Foundation CO Ann McBournie's 2024 IRS Form 990-PF were described as general or operating support.
Who are Schmitz Family Foundation CO Ann McBournie's largest grantees?
Schmitz Family Foundation CO Ann McBournie's largest 2024 grantees include ACE Scholarships ($2,107,750), Focus ($75,000) and Fire Foundation ($75,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($4,000), which are not listed by name. Together they received 94% of its itemized 2024 grant dollars.
How large is Schmitz Family Foundation CO Ann McBournie?
Schmitz Family Foundation CO Ann McBournie reported $302K in total assets on its 2024 IRS Form 990-PF. It paid out $2.4M in qualifying distributions that year, against a required minimum of $2.7M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Schmitz Family Foundation CO Ann McBournie fund?
No mission statement for the foundation is provided. Its 2024 grants included support for K–12 scholarships and education, Catholic schools and educators, and campus outreach. See mission & focus areas ↑
How do I apply for a grant from Schmitz Family Foundation CO Ann McBournie?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Schmitz Family Foundation CO Ann McBournie accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Schmitz Family Foundation CO Ann McBournie funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/schmitz-family-foundation-co-ann-mcbournie-morg_979fe39485974b17ab47efc18da3419e
BibTeX
@misc{grantable_841548781_2026,
author = {{Grantable}},
title = {{Schmitz Family Foundation CO Ann McBournie funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/schmitz-family-foundation-co-ann-mcbournie-morg_979fe39485974b17ab47efc18da3419e},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Schmitz Family Foundation CO Ann McBournie's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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