The Phyllis L Schoener Foundation
The Phyllis L Schoener Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.3M in total assets. In 2025, it awarded 16 grants totaling $234K. Net investment income was $257K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.3M
+0.5% YoY
Annual Giving
$234K
-3.3% YoY
Grant Count
16
-15.8% YoY
Avg Grant Size
$15K
+14.8% YoY
Under IRS private-foundation payout rules, The Phyllis L Schoener Foundation reported a distributable amount of $234K for 2025 — the minimum it must pay out in qualifying distributions.
About The Phyllis L Schoener Foundation
Based on IRS filings
The Phyllis L Schoener Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $4.3M in total assets. In 2025, it awarded 16 grants totaling $234K. Net investment income was $257K.
Focus Areas
Ready to take the next step with The Phyllis L Schoener Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,341,974 | $4,321,877 | $4,345,706 |
| Revenue | $258,604 | $228,897 | $177,439 |
| Expenses | $238,507 | $245,810 | $272,464 |
| Qualifying Distributions | $234,000 | $242,000 | $268,500 |
| Net Investment Income | $257,297 | $227,587 | $183,381 |
| Distributable Amount | $234,492 | $233,345 | $241,769 |
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 2025
Grant Size Distribution
99 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include University United Methodist Church ($50,000), St Jude Childrens Res Hospital ($32,000), Jewish Community Center ($24,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MITCHELL LAKE AUDUBON CENTER SAN ANTONIO, TX | PROGRAM EXPENSES | $10,000 |
| TEXAS PARKS AND WILDLIFE DALLAS, TX | PROGRAM EXPENSES | $20,000 |
| ST JUDE CHILDRENS RES HOSPITAL MEMPHIS, TN | PROGRAM EXPENSES | $32,000 |
| TJHS LASSO ALUMNI ASSOCIATION SAN ANTONIO, TX | PROGRAM EXPENSES | $7,000 |
| UNIVERSITY UNITED METHODIST CHURCH SAN ANTONIO, TX | PROGRAM EXPENSES | $50,000 |
| WOUNDED WARRIOR PROJECT JACKSONVILLE, FL | PROGRAM EXPENSES | $1,000 |
| MICHAEL J FOX FOUNDATION NEW YORK, NY | PROGRAM EXPENSES | $16,000 |
| TEXAS TECH UNIVERISTY HEALTH SCIENC LUBBOCK, TX | PROGRAM EXPENSES | $10,000 |
| ALZHEIMERS ASSOCIATION SAN ANTONIO, TX | PROGRAM EXPENSES | $18,000 |
| ARMY FISHER HOUSES JBSA FT SAM HOUSTON, TX | PROGRAM EXPENSES | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CAROLINE LOCHTE | PRESIDENTTREASURER | — | — |
| BARBARA BLASS | SECRETARY | — | — |
| KEITH LOCHTE | VICE PRESIDENT | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Phyllis L Schoener Foundation?
The Phyllis L Schoener Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN ANTONIO, TX. It holds $4.3M in total assets as of 2025.
How large is The Phyllis L Schoener Foundation?
As of 2025, The Phyllis L Schoener Foundation holds $4.3M in total assets with $259K in annual revenue. It awarded 16 grants totaling $234K in 2025.
Where does The Phyllis L Schoener Foundation operate?
The Phyllis L Schoener Foundation has awarded grants in Florida, Maine, New York, Tennessee, Texas.
What size grants does The Phyllis L Schoener Foundation award?
In 2025, The Phyllis L Schoener Foundation awarded 16 grants totaling $234K — an average of about $15K per grant, based on its IRS Form 990 filings.
How much is The Phyllis L Schoener Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Phyllis L Schoener Foundation reported a distributable amount of $234K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Phyllis L Schoener Foundation's EIN?
The Phyllis L Schoener Foundation's EIN (Employer Identification Number) is 90-0197155. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in The Phyllis L Schoener Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
William Z Hayes Foundation
DALLAS, TX
Assets
$629K
Grants
4
Total Given
$28K
Tr Uw Jane James Cook Item 19
DALLAS, TX
Assets
$861K
Grants
11
Total Given
$41K
Forsyth Fbo Leonard Wood Memorial
DALLAS, TX
Assets
$320K
Grants
1
Total Given
$18K
Teas Foundation
AMARILLO, TX
Assets
$3.0M
Grants
3
Total Given
$138K
Crystelle Waggoner Charitable Trust
DALLAS, TX
Assets
$13.5M
Grants
41
Total Given
$3.9M
Nelson & Debbie Fox Charitable Fdtn
LUBBOCK, TX
Assets
$329K
Grants
9
Total Given
$90K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Phyllis L Schoener Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Phyllis L Schoener Foundation to a real strategy.