Stacy L and David W Schulz
Stacy L and David W Schulz is a private foundation, based in ESTERO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $306K in total assets. In 2024, it awarded 13 grants totaling $27K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$306K
-5.8% YoY
Annual Giving
$27K
-12.8% YoY
Grant Count
13
-13.3% YoY
Avg Grant Size
$2K
+0.7% YoY
Under IRS private-foundation payout rules, Stacy L and David W Schulz reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.
About Stacy L and David W Schulz
Based on IRS filings
Stacy L and David W Schulz is a private foundation, based in ESTERO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $306K in total assets. In 2024, it awarded 13 grants totaling $27K. Net investment income was $10K.
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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 | $305,784 | $324,650 | $348,260 |
| Revenue | $11,520 | $12,215 | $8,458 |
| Expenses | $30,386 | $35,825 | $26,690 |
| Qualifying Distributions | $28,831 | $33,545 | $26,000 |
| Net Investment Income | $9,964 | $9,935 | $7,834 |
| Distributable Amount | $33,565 | $28,895 | $29,126 |
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
68 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Medical College of Wisconsin- Cancer Center ($5,000), Brightfocus Foundation ($4,000), Pcos Awareness Association ($3,750).
| Recipient | Purpose | Amount |
|---|---|---|
| ANIMAL HUMANE SOCIETY ST PAUL, MN | TO PROMOTE HUMAN LEGISLATION ON BEHALF OF DOMESTICATED AND WILD ANIMALS | $125 |
| BRIGHTFOCUS FOUNDATION CLARKSBURG, MD | TO SUPPORT MACULAR DEGENERATION AND WALK TO END ALZHEIMER'S | $4,000 |
| MEDICAL COLLEGE OF WISCONSIN- CANCER CENTER WAUWATOSA, WI | TO SUPPORT CANCER RESEARCH | $5,000 |
| MENTAL HEALTH AMERICA ALEXANDRIA, VA | TO SUPPORT GENERAL PROGRAMS | $1,500 |
| MILWAUKEE RESCUE MISSION MILWAUKEE, WI | TO SUPPORT GENERAL PROGRAMS | $1,500 |
| PCOS AWARENESS ASSOCIATION FREDERICKSBURG, VA | TO SUPPORT GENERAL PROGRAMS | $3,750 |
| PREVENT BLINDNESS MILWAUKEE, WI | TO SUPPORT GENERAL PROGRAMS | $2,000 |
| ROGERS MEMORIAL HOSPITAL FOUNDATION INC OCONOMOWOC, WI | TO SUPPORT EDUCATION | $1,400 |
| SHADOW WOOD COMMUNITY FOUNDATION BONITA SPRINGS, FL | TO SUPPORT GENERAL PROGRAMS | $2,000 |
| SHARED BEGINNINGS FAYETTEVILLE, AR | TO SUPPORT GENERAL PROGRAMS | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID W SCHULZ | TRUSTEE | 0.5 | — |
| STACY L SCHULZ | TRUSTEE | 0.5 | — |
| AUBREE N SCHULZ | TRUSTEE | 0.5 | — |
| ALECSANDER M SCHULZ | TRUSTEE | 0.5 | — |
Frequently Asked Questions
How large is Stacy L and David W Schulz?
As of 2024, Stacy L and David W Schulz holds $306K in total assets with $12K in annual revenue. It awarded 13 grants totaling $27K in 2024.
Where does Stacy L and David W Schulz operate?
Stacy L and David W Schulz has awarded grants in Arkansas, Arizona, Connecticut, District of Columbia, Florida, Georgia, Maryland, Minnesota, Nevada, New York, Virginia, Wisconsin.
What size grants does Stacy L and David W Schulz award?
In 2024, Stacy L and David W Schulz awarded 13 grants totaling $27K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Stacy L and David W Schulz required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stacy L and David W Schulz reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stacy L and David W Schulz's EIN?
Stacy L and David W Schulz's EIN (Employer Identification Number) is 47-4183559. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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