Schultz Family Foundation Charitable Trust
The Schultz Family Foundation is a private foundation based in Naples, Florida. It reported making 16 grants totaling $48,100 in 2024 to charitable organizations, including organizations working in education, health, human services, and recreation.
Schultz Family Foundation Charitable Trust at a glance
In short: Schultz Family Foundation Charitable Trust gave $48K across 16 grants in 2024 (avg $3K), mostly in Ohio. 38% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $48,100
- +26.9% vs 2023
- Grants made (2024)
- 16
- -5.9% vs 2023
- Average grant
- $3,006
- +34.8% vs 2023
- Median grant
- $1,000
- Total assets
- $255,010
- +1.1% vs 2023
- New grantees (estimate)
- 38% first-time grantees (6 of 16, 2024; small sample)
- Primary geography
- Ohio (56% 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 Schultz Family Foundation Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.
- Contact
Mailing address: 1221 Pocantico Ln, Naples, FL 34110-0923
Phone: (920) 217-5050
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Schultz Family Foundation Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Phi Delta Theta Foundation ($27K). Together the top 10 received $47K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grant dollars went to recipients in multiple states. Ohio received 56% of grant dollars, Florida 15%, Michigan 10%, and Pennsylvania and Iowa 4% each. These figures describe the locations of recipients listed in the filing.
Grant Distribution by State
Share of 2024 grant dollars across all 16 itemized grants.
States
Cities
Is Schultz Family Foundation Charitable Trust open to new grantees?
38%
first-time grantees, 2024
In 2024, 6 of 16 grantees (38%) were first-time recipients. With only 16 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. First grants averaged $2K; repeat grants $4K. How we count
Medians: $750 first-time, $1K repeat.
- 56% of 2024 grantees were also funded in 2023. Method
- Giving grew 71% from 2021 to 2024. Method
- In 2024 it paid out 339% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). 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 2019 to 2024, annual grant giving ranged from $18K (2020) to $48K (2024). In 2024 it made 16 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Phi Delta Theta Foundation Oxford, OH | To Help with Costs | $27,000 |
| Market State University Foundation East Lansing, MI | To Help with Costs | $5,000 |
| Christ Child Society of Naples Naples, FL | To Help with Costs | $4,000 |
| Habitat for Humanity Naples, FL | To Help with Costs | $2,500 |
| Carnegie Mellon University Robt G McMillin Scholarship Pittsburgh, PA | To Help with Costs | $2,000 |
| PEO Foundation Des Moines, IA | To Help with Costs | $2,000 |
| American Red Cross Washington, DC | To Help with Costs | $1,000 |
| Challenge Aspen Snowmass Village, CO | To Help with Costs | $1,000 |
| Fidf Org New York, NY | To Help with Costs | $1,000 |
| Salvation Army Alexandria, VA | To Help with Costs | $1,000 |
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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 | $255,010 | $54,603 | $52,038 | $48,100 | 16 | $48,850 | $49,872 | $14,420 |
| 2023 | $252,299 | $12,323 | $41,784 | $37,900 | 17 | $38,650 | $9,189 | $14,519 |
| 2022 | $346,323 | $186,941 | $42,663 | $39,500 | 16 | $39,500 | $3,489 | $8,723 |
| 2021 | $202,045 | $9,410 | $31,838 | $28,205 | 12 | $28,205 | $5,605 | $10,551 |
| 2020 | $224,473 | $152,094 | $19,729 | $17,600 | 9 | — | $3,394 | $4,251 |
| 2019 | $92,108 | $24,469 | $30,783 | $28,500 | 15 | — | $552 | $4,504 |
Under IRS private-foundation payout rules, Schultz Family Foundation Charitable Trust reported a distributable amount of $14K 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
The foundation’s own mission is not stated in the available information. Its 2024 grants went to organizations with varied missions. For example, the Phi Delta Theta Foundation says it works to strengthen men by building on the values of friendship, sound learning, and rectitude. Christ Child Society of Naples says it helps underprivileged children in Collier County through infant care, basic needs, literacy, and college scholarships. The P.E.O. Foundation says it supports educational and charitable funds of the P.E.O. Sisterhood and provides scholarships for women.
Other 2024 recipients describe missions that include providing recreational, educational, and cultural experiences for people with cognitive or physical challenges (Challenge Aspen); supporting longer, healthier lives (American Heart Association); improving health (NCH Healthcare System); and providing meals during disasters and emergencies and in underserved communities (Mercy Chefs).
Grantmaking
In 2024, the foundation gave $48,100 through 16 grants. Grants ranged from $100 to $27,000, with a median grant of $1,000. Recent giving was $37,900 across 17 grants in 2023 and $39,500 across 16 grants in 2022.
The largest 2024 grants included $27,000 to Phi Delta Theta Foundation, $5,000 to Market State University Foundation, $4,000 to Christ Child Society of Naples, $2,500 to Habitat for Humanity, and $2,000 each to Carnegie Mellon University Robert G. McMillin Scholarship and the P.E.O. Foundation. The filing lists the purpose for these grants as “to help with costs.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Fred Schultz and Paula Schultz as trustees.
Schultz Family Foundation Charitable Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Fred Schultz
Trustee
On filings since 2019
1 hr/week
No compensation reported
Paula Schultz
Trustee
On filings since 2019
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "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 Schultz Family Foundation Charitable Trust
How much does Schultz Family Foundation Charitable Trust give each year?
Schultz Family Foundation Charitable Trust gave $48K across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $38K across 17 grants.
What is Schultz Family Foundation Charitable Trust's typical grant size?
Schultz Family Foundation Charitable Trust's median grant in 2024 was $1,000, and its average grant was $3,006, across 16 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Schultz Family Foundation Charitable Trust that year got $2K on average.
Where does Schultz Family Foundation Charitable Trust give grants?
Schultz Family Foundation Charitable Trust gives mostly in Ohio: 56% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Florida (15%) and Michigan (10%). The most frequent recipient cities were Naples, FL (3 grants).
Does Schultz Family Foundation Charitable Trust give general operating support?
Not in 2024: none of the 16 grants with a stated purpose on Schultz Family Foundation Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Help with Costs" (16 grants).
Who are Schultz Family Foundation Charitable Trust's largest grantees?
Schultz Family Foundation Charitable Trust's largest 2024 grantees include Phi Delta Theta Foundation ($27,000), Market State University Foundation ($5,000) and Christ Child Society of Naples ($4,000), according to its 2024 IRS Form 990-PF. Together they received 75% of its itemized 2024 grant dollars.
How large is Schultz Family Foundation Charitable Trust?
Schultz Family Foundation Charitable Trust reported $255K in total assets on its 2024 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $14K (roughly 5% of its investment assets).
What does Schultz Family Foundation Charitable Trust fund?
The foundation’s own mission is not stated in the available information. Its 2024 grants went to organizations with varied missions. For example, the Phi Delta Theta Foundation says it works to strengthen men by building on the values of friendship, sound learning, and rectitude. See mission & focus areas ↑
How do I apply for a grant from Schultz Family Foundation Charitable Trust?
The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Schultz Family Foundation Charitable Trust's EIN?
Schultz Family Foundation Charitable Trust's EIN (Employer Identification Number) is 39-6768876. IRS Form 990 filing data is available on this page for 2019–2024.
Does Schultz Family Foundation Charitable Trust 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS September 18, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 20, 2025)
- IRS filings on file for fiscal years 2019–2024
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