Schoen Foundation
Schoen Foundation is a private foundation, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $412.0M in total assets. In 2024, it awarded 1 grants totaling $74.1M. Net investment income was $4.7M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$412.0M
+1402.6% YoY
Annual Giving
$74.1M
+1562.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$74.1M
+1562.1% YoY
Under IRS private-foundation payout rules, Schoen Foundation reported a distributable amount of $12.9M for 2024 — the minimum it must pay out in qualifying distributions.
About Schoen Foundation
Based on IRS filings
Schoen Foundation is a private foundation, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $412.0M in total assets. In 2024, it awarded 1 grants totaling $74.1M. Net investment income was $4.7M.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $412,048,649 | $27,422,876 | $29,151,839 |
| Revenue | $428,936,548 | $3,303,240 | $1,459,443 |
| Expenses | $75,865,128 | $5,032,203 | $4,298,103 |
| Qualifying Distributions | $74,830,587 | $4,720,895 | $4,031,695 |
| Net Investment Income | $4,702,398 | $1,723,204 | $1,193,035 |
| Distributable Amount | $12,882,804 | $2,148,842 | $2,214,563 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See Schedule Attached ($74,109,794).
| Recipient | Purpose | Amount |
|---|---|---|
| See Schedule Attached See Schedule Attached, FL | Charitable | $74,109,794 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sharon A Schoen | President/Trustee | 4 | — |
| Kathryn L Schoen | VP/Trustee | 4 | — |
| William J Schoen Jr | VP/Trustee | 3 | — |
| Kristine L Pollard | Secr/Trustee | 4 | — |
| Karen ASutton | Chairman/Treas/Trustee | 40 | $577,500 |
| Alan Hilfiker | Trustee | 1 | $10,000 |
| Jim Werle | Trustee | 1 | $10,000 |
| Jodi Bailey | Executive Director | 40 | $322,500 |
| Kelsey Sutton | Trustee/Employee | 40 | $149,091 |
| William Walker Pollard | 0 | 3 | — |
| Sharon Ainsley Sutton | 0 | 3 | — |
| Jessica K Pollard | 0 | 3 | — |
Frequently Asked Questions
How large is Schoen Foundation?
As of 2024, Schoen Foundation holds $412.0M in total assets with $428.9M in annual revenue. It awarded 1 grants totaling $74.1M in 2024.
Where does Schoen Foundation operate?
Schoen Foundation has awarded grants in Florida.
What size grants does Schoen Foundation award?
In 2024, Schoen Foundation awarded 1 grants totaling $74.1M — an average of about $74.1M per grant, based on its IRS Form 990 filings.
How much is Schoen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Schoen Foundation reported a distributable amount of $12.9M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Schoen Foundation's EIN?
Schoen Foundation's EIN (Employer Identification Number) is 65-0379356. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Schoen Foundation'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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