The Marillyn M & Robert W Schlutz Family Foundation

Private foundation · Grantmaker Columbus Junction, IA EIN: 42-6609543

The Marillyn M & Robert W Schlutz Family Foundation is a private foundation, based in Columbus Junction, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $86K in total assets. In 2024, it awarded 4 grants totaling $35K. Net investment income was $1K.

Key facts about The Marillyn M & Robert W Schlutz Family Foundation

In short: The Marillyn M & Robert W Schlutz Family Foundation gave $35K across 4 grants in 2024 (avg $9K), mostly in Iowa. Source: 2024 IRS Form 990-PF.

EIN
42-6609543
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$35,000
Grants made (2024)
4
Average grant
$8,750
Median grant
$5,000
Total assets
$86,213
Primary geography
Iowa (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$86K

-28.5% YoY

Annual Giving

$35K

+9.4% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$9K

+9.4% YoY

Under IRS private-foundation payout rules, The Marillyn M & Robert W Schlutz Family Foundation reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

How The Marillyn M & Robert W Schlutz Family Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2024 grant dollars across all 4 itemized grants.

States

Cities

Columbus JunctionLettsGrandviewMuscatineColumbus Junctions

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K1 grant2020 2 grants2021 9 grants2022 4 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $24K (2020) to $35K (2024). In 2024 it made 4 grants totaling $35K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grandview Community Club: $20KGrandview Community Club$20KL-M School District - Sports League: $5KL-M School District - SportsLeague$5KLouisa County Vietnam Veterans: $5KLouisa County Vietnam Veterans$5K

The largest 2024 recipient was Grandview Community Club ($20K). Together the top 3 received $30K.

Organizations only. It also paid 1 grant to individuals ($5,000), which are not listed by name.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Grandview Community Club Grandview, IADonation$20,000
1 grant to individuals Recipients not named —$5,000
L-M School District - Sports League Letts, IADonation$5,000
Louisa County Vietnam Veterans Letts, IADonation$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$86,213$120,643$100,494
Revenue$6,035$55,433$44,510
Expenses$40,465$35,284$43,137
Qualifying Distributions$35,660$32,746$33,740
Net Investment Income$1,257$1,950—
Distributable Amount$44,269$35,391$35,573

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 2, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS October 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS October 15, 2025)
  6. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Marillyn M & Robert W Schlutz Family Foundation's 2024 filing lists 5 officers; all 5 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Eric Schlutz

    Director

    On filings since 2020

    $500 (2024)

  • Howard O. Hagen

    Director

    On filings since 2020

    $500 (2024)

  • Marillyn M. Schlutz

    Director

    On filings since 2020

    $500 (2024)

  • Susan Trader

    Director

    On filings since 2020

    $500 (2024)

  • Matthew Hagen

    Director

    New on the 2024 filing

    $500 (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Marillyn M Schlutz — Director: $500Marillyn M SchlutzDirector$500Howard O Hagen — Director: $500Howard O HagenDirector$500Susan Trader — Director: $500Susan TraderDirector$500Eric Schlutz — Director: $500Eric SchlutzDirector$500Matthew Hagen — Director: $500Matthew HagenDirector$500

The highest reported compensation on the 2024 filing was $500, to Marillyn M Schlutz (Director). 5 officers or directors reported compensation on that filing.

Frequently asked questions about The Marillyn M & Robert W Schlutz Family Foundation

How much does The Marillyn M & Robert W Schlutz Family Foundation give each year?

The Marillyn M & Robert W Schlutz Family Foundation gave $35K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $32K across 4 grants.

What is The Marillyn M & Robert W Schlutz Family Foundation's typical grant size?

The Marillyn M & Robert W Schlutz Family Foundation's median grant in 2024 was $5,000, and its average grant was $8,750, across 4 grants on its 2024 IRS Form 990-PF.

Where does The Marillyn M & Robert W Schlutz Family Foundation give grants?

The Marillyn M & Robert W Schlutz Family Foundation gives mostly in Iowa: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Letts, IA (2 grants).

Does The Marillyn M & Robert W Schlutz Family Foundation give general operating support?

Not in 2024: none of the 4 grants with a stated purpose on The Marillyn M & Robert W Schlutz Family Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (4 grants).

How large is The Marillyn M & Robert W Schlutz Family Foundation?

The Marillyn M & Robert W Schlutz Family Foundation reported $86K in total assets on its 2024 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $44K (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 is The Marillyn M & Robert W Schlutz Family Foundation's EIN?

The Marillyn M & Robert W Schlutz Family Foundation's EIN (Employer Identification Number) is 42-6609543. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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