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Schoen Family Charitable Trust

Private foundation · Grantmaker Loudon, TN EIN: 20-6771963 Website

The Schoen Family Charitable Trust is a private foundation based in Loudon, Tennessee, established in 2005 by John and Joan Schoen. It supports nonprofit organizations serving Midwestern communities, with stated areas of interest in education, health, wellness, and family services.

Key facts about Schoen Family Charitable Trust

In short: Schoen Family Charitable Trust gave $281K across 58 grants in 2025 (avg $5K), mostly in Iowa. 45% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
20-6771963
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$281,290
Grants made (2025)
58
Average grant
$4,850
Median grant
$3,000
New grantees (estimate)
45% first-time grantees (26 of 58, 2025)
Total assets
$4,846,129
Primary geography
Iowa (64% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The trust does not accept unsolicited requests. Full details ↓
Deadline
May 31.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.8M

-0.7% YoY

Annual Giving

$281K

+80.7% YoY

Grant Count

58

+41.5% YoY

Avg Grant Size

$5K

+27.7% YoY

Under IRS private-foundation payout rules, Schoen Family Charitable Trust reported a distributable amount of $307K for 2025 — the minimum it must pay out in qualifying distributions.

Is Schoen Family Charitable Trust open to new grantees?

45%

first-time grantees, 2025

In 2025, 26 of 58 grantees (45%) were first-time recipients. First grants averaged $4K; repeat grants $6K. How we count

Medians: $3K first-time, $5K repeat.

  • 48% of 2025 grantees were also funded in 2024. Method
  • Giving grew 112% from 2022 to 2025. Method
  • In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The trust’s mission is “to help those most in need” by supporting nonprofit organizations that serve Midwestern communities. Its stated focus areas are education, health, wellness, and family support. The trust describes education as helping people become productive contributors to their communities; health includes treatment and research related to autism, cancer, cardiovascular disease, diabetes, Parkinson’s, and lung disease; wellness includes recreation and fitness; and family support includes educational and relief services for families in need.

Examples of grantees’ work include the Foundation for Dubuque Public Schools, which says it supports student achievement by promoting investment in the district, and St Mark Youth Enrichment, which says it provides programs and services to foster the educational and social-emotional growth of youth and families. The Dubuque Regional Humane Society describes its mission as protecting and promoting animal well-being. The Finley Health Foundation says it raises funds for Finley Hospital and the Dubuque Visiting Nurse Association, including for operations, clinical programs, and capital projects.

Grantmaking

In 2025, the trust made 58 grants totaling $281,290. Grants ranged from $1,000 to $20,000, with a median of $3,000. Its largest reported grants included $20,000 to Marquette University for its On Your Marq program; $16,700 to Stonehill Communities for a CNA-class room renovation; and $15,000 to Steeple Square Dubuque for an upstairs meeting-room renovation. Other grants included $11,900 to Camp Albrecht Acres for infrastructure improvements and $10,000 each to the Dubuque Regional Humane Society for a commercial dishwasher, the Dubuque Museum of Art for its capital campaign, and Finley Health Foundation for birthing and C-section services.

Review Cycle

May 31.

Open Grants

1 open opportunity from Schoen Family Charitable Trust

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Geographic Focus

Where this funder awards grants

The trust describes its work as supporting Midwestern communities. In 2025, 64% of grant dollars went to recipients in Iowa and 30% to recipients in Wisconsin; the remaining shares went to Missouri (3%), Colorado (2%), and Indiana (1%).

Grant Distribution by State

10states

Share of 2025 grant dollars across all 58 itemized grants.

Cities

DubuqueAppletonOshkoshGreen BayMilwaukeeNeenahEpworthKansas CityLa CrosseWauwatosaMadisonAshwaubenonBrookfieldSherrillChicagoDavenportDe PereLos AngelesMenashaNorth Kansas City

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K31 grants2020 32 grants2021 53 grants2022 37 grants2023 41 grants2024 58 grants2025

From 2020 to 2025, annual grant giving ranged from $83K (2020) to $281K (2025). In 2025 it made 58 grants totaling $281K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Marquette University: $20KMarquette University$20KStonehill Communities: $17KStonehill Communities$17KSteeple Square Dubuque: $15KSteeple Square Dubuque$15KCamp Albrecht Acres: $12KCamp Albrecht Acres$12KDubuque Regional Humane Society: $10KDubuque Regional HumaneSociety$10KDubuque Museum of Art: $10KDubuque Museum of Art$10KFinley Health Foundation: $10KFinley Health Foundation$10KSisters of St Francis Foundation: $10KSisters of St FrancisFoundation$10KFoundation for Dubuque Public Schools: $8KFoundation for Dubuque PublicSchools$8KDubuque Dream Center: $8KDubuque Dream Center$8K

The largest 2025 recipient was Marquette University ($20K). Together the top 10 received $120K.

Grant Size Distribution

221 grants across all recorded years

221<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 221 grants of 221 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Marquette University Milwaukee, WIOn Your Marq prog$20,000
Stonehill Communities Dubuque, IAroom renovation for CNA class$16,700
Steeple Square Dubuque Dubuque, IAneeded renovation to upstairs meeting room$15,000
Camp Albrecht Acres Sherill, IAinfrastructure improvements$11,900
Dubuque Regional Humane Society Dubuque, IACommercial Diswasher Installation$10,000
Dubuque Museum of Art Dubuque, IAcapital campaign$10,000
Finley Health Foundation Dubuque, IABirthing and C section$10,000
Sisters of St Francis Foundation Green Bay, WIIntracardiac Echo Ultrasound ICE$10,000
Foundation for Dubuque Public Schools Dubuque, IA3 communication boards for people with verbal challenges$8,250
Dubuque Dream Center Dubuque, IAin your life mentoring prog$8,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants awarded Grant count
2025 $281,290 58
2024 $155,690 41
2023 $102,361 37
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,846,129$4,881,910$1,379,291
Revenue$303,753$3,676,282$362,892
Expenses$339,534$173,663$107,772
Qualifying Distributions$339,534$173,663$107,772
Net Investment Income$245,509$767,843$152,228
Distributable Amount$306,821$215,139$118,243

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 25, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 18, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The trust’s website says its board consists of John and Joan Schoen’s six children and their spouses, and that John and Joan have both died. The 2025 filing lists Laura Mootz and Andrew Schoen as trustees.

Schoen Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Laura Mootz

    Trustee

    Trustrr → Trustee, 2021

    On filings since 2020

    8 hrs/week

    No compensation reported

  • Andrew Schoen

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: John Schoen (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 510 Igoti Pl, Loudon, TN 37774
Phone: (920) 284-7482
Website: https://schoenfoundation.org

Frequently asked questions about Schoen Family Charitable Trust

How much does Schoen Family Charitable Trust give each year?

Schoen Family Charitable Trust gave $281K across 58 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $156K across 41 grants.

What is Schoen Family Charitable Trust's typical grant size?

Schoen Family Charitable Trust's median grant in 2025 was $3,000, and its average grant was $4,850, across 58 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Schoen Family Charitable Trust that year got $4K on average.

Where does Schoen Family Charitable Trust give grants?

Schoen Family Charitable Trust gives mostly in Iowa: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Wisconsin (30%). The most frequent recipient cities were Dubuque, IA (27 grants), Milwaukee, WI (3 grants), Oshkosh, WI (3 grants) and Appleton, WI (3 grants).

Does Schoen Family Charitable Trust give general operating support?

Occasionally: 2% of Schoen Family Charitable Trust's 2025 grants with a stated purpose (1 of 58) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Schoen Family Charitable Trust's largest grantees?

Schoen Family Charitable Trust's largest 2025 grantees include Marquette University ($20,000), Stonehill Communities ($16,700) and Steeple Square Dubuque ($15,000), according to its 2025 IRS Form 990-PF. Together they received 18% of its itemized 2025 grant dollars.

How large is Schoen Family Charitable Trust?

Schoen Family Charitable Trust reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $340K in qualifying distributions that year, against a required minimum of $307K (roughly 5% of its investment assets).

What does Schoen Family Charitable Trust fund?

The trust’s mission is “to help those most in need” by supporting nonprofit organizations that serve Midwestern communities. Its stated focus areas are education, health, wellness, and family support. See mission & focus areas ↑

How do I apply for a grant from Schoen Family Charitable Trust?

The trust does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Schoen Family Charitable Trust's EIN?

Schoen Family Charitable Trust's EIN (Employer Identification Number) is 20-6771963. IRS Form 990 filing data is available on this page for 2020–2025.

Does Schoen Family Charitable Trust accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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