Schoen Family Charitable Trust
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.
Schoen Family Charitable Trust at a glance
In short: Schoen Family Charitable Trust gave $281K across 58 grants in 2025 (avg $5K), mostly in Iowa. 41% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $281,290
- +80.7% vs 2024
- Grants made (2025)
- 58
- +41.5% vs 2024
- Average grant
- $4,850
- +27.7% vs 2024
- Median grant
- $3,000
- Total assets
- $4,846,129
- -0.7% vs 2024
- New grantees (estimate)
- 41% first-time grantees (24 of 58, 2025)
- Primary geography
- Iowa (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Schoen Family Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The trust does not accept unsolicited requests. Its application page lists an annual January 1–May 31 application period for consideration at the July meeting.
- Review Cycle
- May 31.
- Deadline
- May 31.
- Contact
Mailing address: 510 Igoti Pl, Loudon, TN 37774
Phone: (920) 284-7482
Website: https://schoenfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Schoen Family Charitable Trust
Who Schoen Family Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Marquette University ($20K). Together the top 10 received $120K.
Grant Size Distribution
221 grants across all recorded years
The most common grant size was under $50K: 221 grants of 221 (100%).
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
Share of 2025 grant dollars across all 58 itemized grants.
Cities
Is Schoen Family Charitable Trust open to new grantees?
41%
first-time grantees, 2025
In 2025, 24 of 58 grantees (41%) were first-time recipients. First grants averaged $4K; repeat grants $6K. How we count
Medians: $3K first-time, $5K repeat.
- 50% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $83K (2020) to $281K (2025). In 2025 it made 58 grants totaling $281K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Marquette University Milwaukee, WI | On Your Marq prog | $20,000 |
| Stonehill Communities Dubuque, IA | room renovation for CNA class | $16,700 |
| Steeple Square Dubuque Dubuque, IA | needed renovation to upstairs meeting room | $15,000 |
| Camp Albrecht Acres Sherill, IA | infrastructure improvements | $11,900 |
| Dubuque Regional Humane Society Dubuque, IA | Commercial Diswasher Installation | $10,000 |
| Dubuque Museum of Art Dubuque, IA | capital campaign | $10,000 |
| Finley Health Foundation Dubuque, IA | Birthing and C section | $10,000 |
| Sisters of St Francis Foundation Green Bay, WI | Intracardiac Echo Ultrasound ICE | $10,000 |
| Foundation for Dubuque Public Schools Dubuque, IA | 3 communication boards for people with verbal challenges | $8,250 |
| Dubuque Dream Center Dubuque, IA | in your life mentoring prog | $8,000 |
Ready to take the next step with Schoen Family Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,846,129 | $303,753 | $339,534 | $281,290 | 58 | $339,534 | $245,509 | $306,821 |
| 2024 | $4,881,910 | $3,676,282 | $173,663 | $155,690 | 41 | $173,663 | $767,843 | $215,139 |
| 2023 | $1,379,291 | $362,892 | $107,772 | $102,361 | 37 | $107,772 | $152,228 | $118,243 |
| 2022 | $1,124,171 | $81,078 | $136,624 | $132,565 | 53 | $136,624 | $62,047 | $113,399 |
| 2021 | $1,179,717 | $107,516 | $101,232 | $92,713 | 32 | $101,232 | $80,257 | $120,563 |
| 2020 | $1,139,189 | $249,147 | $86,829 | $83,291 | 31 | — | $233,702 | $90,580 |
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.
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.
The trust’s application page says applications are accepted from January 1 through May 31 in preparation for an annual meeting in July. However, its stated application policy is that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
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.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 21, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 6, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Schoen Family Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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Browse active grant opportunities in Schoen Family Charitable Trust's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Schoen Family Charitable Trust funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/schoen-family-charitable-trust-morg_25fbcab4f937474f8c23f9950173fa86
BibTeX
@misc{grantable_206771963_2026,
author = {{Grantable}},
title = {{Schoen Family Charitable Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/schoen-family-charitable-trust-morg_25fbcab4f937474f8c23f9950173fa86},
note = {Accessed 2026-10-21. 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 Schoen Family Charitable Trust'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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