Schoen Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUDON, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 41 grants totaling $156K. Net investment income was $768K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.9M
+253.9% YoY
Annual Giving
$156K
+52.1% YoY
Grant Count
41
+10.8% YoY
Avg Grant Size
$4K
+37.3% YoY
Under IRS private-foundation payout rules, Schoen Family Charitable Trust reported a distributable amount of $215K for 2024 — the minimum it must pay out in qualifying distributions.
About Schoen Family Charitable Trust
Based on IRS filings
Schoen Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUDON, TN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.9M in total assets. In 2024, it awarded 41 grants totaling $156K. Net investment income was $768K.
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 | $4,881,910 | $1,379,291 | $1,124,171 |
| Revenue | $3,676,282 | $362,892 | $81,078 |
| Expenses | $173,663 | $107,772 | $136,624 |
| Qualifying Distributions | $173,663 | $107,772 | $136,624 |
| Net Investment Income | $767,843 | $152,228 | $62,047 |
| Distributable Amount | $215,139 | $118,243 | $113,399 |
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
191 grants across all recorded years
Open Grants
1 open opportunity from Schoen Family Charitable Trust
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Stonehill Communities ($16,700), Finley Health Foundation ($10,000), Foundation for Dubuque Public Schools ($8,800).
| Recipient | Purpose | Amount |
|---|---|---|
| Brain Center of Green Bay Green Bay, WI | Education & outreach prog | $3,500 |
| All Together HSHS Colleague giving Campaign Green Bay, WI | support pediatric hematology | $1,000 |
| Camp Odayin Oakdale, MN | Camp for kids with | $1,000 |
| Dubuque Symphony Orchestra Dubuque, IA | Adopt a Musician prog | $2,000 |
| Camp Albrecht Acres Sherill, IA | appliance replacement & | $5,000 |
| Compass to Care Dubuque, IA | fund 50 trips to chemo | $5,000 |
| Dubuque Dream Center Dubuque, IA | Fulton school upgrade & | $5,000 |
| Hills and Dales Dubuque, IA | Help fund renovations for | $5,000 |
| Feast of Crispian Milwaukee, WI | stories told by veterans | $1,500 |
| Inspiration Stables Peosta, IA | help fund to enclose arena | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Laura Mootz | Trustee | 5 | — |
| Andrew Schoen | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Schoen Family Charitable Trust?
Schoen Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUDON, TN. It holds $4.9M in total assets as of 2024.
How large is Schoen Family Charitable Trust?
As of 2024, Schoen Family Charitable Trust holds $4.9M in total assets with $3.7M in annual revenue. It awarded 41 grants totaling $156K in 2024.
Where does Schoen Family Charitable Trust operate?
Schoen Family Charitable Trust has awarded grants in California, Iowa, Illinois, Kansas, Maryland, Minnesota, Missouri, Wisconsin.
What size grants does Schoen Family Charitable Trust award?
In 2024, Schoen Family Charitable Trust awarded 41 grants totaling $156K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Schoen Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schoen Family Charitable Trust reported a distributable amount of $215K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Schoen Family Charitable Trust'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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