Stacy L and David W Schulz
Stacy L and David W Schulz is a private foundation based in Estero, Florida. In 2025, it gave $31,625 through 15 grants to charitable organizations, including organizations supporting cancer research, vision and mental health programs, adoption-related services, and community assistance.
Key facts about Stacy L and David W Schulz
In short: Stacy L and David W Schulz gave $32K across 15 grants in 2025 (avg $2K), top state Wisconsin. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 47-4183559
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $31,625
- Grants made (2025)
- 15
- Average grant
- $2,108
- Median grant
- $2,000
- New grantees (estimate)
- 20% first-time grantees (3 of 15, 2025)
- Total assets
- $281,096
- Primary geography
- Wisconsin (40% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$281K
-8.1% YoY
Annual Giving
$32K
+15.9% YoY
Grant Count
15
+15.4% YoY
Avg Grant Size
$2K
+0.5% YoY
Under IRS private-foundation payout rules, Stacy L and David W Schulz reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.
Is Stacy L and David W Schulz open to new grantees?
20%
first-time grantees, 2025
In 2025, 3 of 15 grantees (20%) were first-time recipients. First grants averaged $833; repeat grants $2K. How we count
Medians: $1K first-time, $2K repeat.
- 80% of 2025 grantees were also funded in 2024. Method
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations and programs in areas including cancer research, vision and Alzheimer’s-related work, mental health, adoption-related services, and community programs.
Among its 2025 grantees, BrightFocus Foundation describes its mission as funding research on Alzheimer’s disease, macular degeneration, and glaucoma and providing information about those diseases. Shared Beginnings says it serves expectant mothers planning for adoption, biological families seeking reunification, and birth families seeking support. Rogers Memorial Hospital Foundation says it advocates for mental health care, increases access to treatment, works to reduce stigma, and sustains spiritual care for patients. These are the grantees’ descriptions of their own work.
Grantmaking
In 2025, the foundation gave $31,625 in 15 grants. Grant amounts ranged from $125 to $5,000, with a median of $2,000.
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Geographic Focus
Where this funder awards grants
The 2025 grant dollars were distributed among recipients in several states. The largest shares went to Wisconsin (40%), Virginia (19%), Maryland (13%), Florida (13%), and Arkansas (8%).
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $18K (2019) to $32K (2025). In 2025 it made 15 grants totaling $32K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Medical College of Wisconsin- Cancer Center ($5K). Together the top 10 received $28K.
Grant Size Distribution
69 grants across all recorded years
The most common grant size was under $50K: 69 grants of 69 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Medical College of Wisconsin- Cancer Center Wauwatosa, WI | To Support Cancer Research | $5,000 |
| Brightfocus Foundation Clarksburg, MD | To support macular degeneration and walk to end alzheimer's | $4,000 |
| Pcos Awareness Association Fredericksburg, VA | To Support General Programs | $4,000 |
| Shadow Wood Community Foundation Bonita Springs, FL | To Support General Programs | $3,000 |
| Rogers Memorial Hospital Foundation Inc Oconomowoc, WI | To Support Education | $2,500 |
| Shared Beginnings Fayetteville, AR | To Support General Programs | $2,500 |
| Mental Health America Alexandria, VA | To Support General Programs | $2,000 |
| Prevent Blindness Milwaukee, WI | To Support General Programs | $2,000 |
| Milwaukee Rescue Mission Milwaukee, WI | To Support General Programs | $1,500 |
| Uw Foundation Madison, WI | To Support the Always Forward Program | $1,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $281,096 | $10,346 | $35,034 | $31,625 | 15 |
| 2024 | $305,784 | $11,520 | $30,386 | $27,275 | 13 |
| 2023 | $324,650 | $12,215 | $35,825 | $31,265 | 15 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $281,096 | $305,784 | $324,650 |
| Revenue | $10,346 | $11,520 | $12,215 |
| Expenses | $35,034 | $30,386 | $35,825 |
| Qualifying Distributions | $33,260 | $28,831 | $33,545 |
| Net Investment Income | $8,573 | $9,964 | $9,935 |
| Distributable Amount | $36,359 | $33,565 | $28,895 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 20, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David W Schulz, Stacy L Schulz, Aubree N Schulz, and Alecsander M Schulz as trustees.
Stacy L and David W Schulz's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alecsander M. Schulz
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Aubree N. Schulz
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
David W. Schulz
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Stacy L. Schulz
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 10500 Glen Lakes Drive, Estero, FL 34135-7238
Phone: (414) 940-5815
Frequently asked questions about Stacy L and David W Schulz
How much does Stacy L and David W Schulz give each year?
Stacy L and David W Schulz gave $32K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 13 grants.
What is Stacy L and David W Schulz's typical grant size?
Stacy L and David W Schulz's median grant in 2025 was $2,000, and its average grant was $2,108, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Stacy L and David W Schulz that year got $833 on average.
Where does Stacy L and David W Schulz give grants?
Stacy L and David W Schulz's top state is Wisconsin, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (19%) and Maryland (13%). The most frequent recipient cities were Milwaukee, WI (2 grants).
Does Stacy L and David W Schulz give general operating support?
Yes: 67% of Stacy L and David W Schulz's 2025 grants with a stated purpose (10 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Stacy L and David W Schulz's largest grantees?
Stacy L and David W Schulz's largest 2025 grantees include Medical College of Wisconsin- Cancer Center ($5,000), Brightfocus Foundation ($4,000) and Pcos Awareness Association ($4,000), according to its 2025 IRS Form 990-PF. Together they received 41% of its itemized 2025 grant dollars.
How large is Stacy L and David W Schulz?
Stacy L and David W Schulz reported $281K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Stacy L and David W Schulz fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations and programs in areas including cancer research, vision and Alzheimer’s-related work, mental health, adoption-related services, and community programs. See mission & focus areas ↑
How do I apply for a grant from Stacy L and David W Schulz?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2019–2025.
Does Stacy L and David W Schulz 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.
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