The Phyllis L Schoener Foundation
The Phyllis L Schoener Foundation is a private foundation based in San Antonio, Texas. Its 2025 filing reports 16 grants totaling $234,000 to organizations in areas including religious and community services, health, conservation, and education.
Key facts about The Phyllis L Schoener Foundation
In short: The Phyllis L Schoener Foundation gave $234K across 16 grants in 2025 (avg $15K), mostly in Texas. 6% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 90-0197155
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $234,000
- Grants made (2025)
- 16
- Average grant
- $14,625
- Median grant
- $10,000
- New grantees (estimate)
- 6% first-time grantees (1 of 16, 2025; small sample)
- Total assets
- $4,341,974
- Primary geography
- Texas (79% of itemized 2025 grant dollars)
- How to apply
- The foundation’s 2024 filing says applicants should send Caroline Lochte a written request describing the use and purpose of the funds, along with proof of tax-exempt status. Full details ↓
- Deadline
- The filing lists April 30 each year.
Data from IRS Form 990-PF, 2025; updated October 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
$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.
Is The Phyllis L Schoener Foundation open to new grantees?
6%
first-time grantees, 2025
In 2025, 1 of 16 grantees (6%) 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 $24K; repeat grants $14K. How we count
Medians: $24K first-time, $10K repeat.
- 94% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 100% 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 (2021–2025). 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 is provided. The 2025 grants show support for a range of organizations, including churches, health and research organizations, a community center, a parks and wildlife agency, and an Audubon center. One recipient, Wounded Warrior Project, describes its own mission as serving post-9/11 veterans, active-duty service members, and their families through programs, advocacy, and awareness efforts.
Grantmaking
In 2025, the foundation reported 16 grants totaling $234,000. Grants ranged from $1,000 to $50,000, with a median grant of $10,000. The largest awards included $50,000 to University United Methodist Church in San Antonio, $32,000 to St Jude Children’s Research Hospital in Memphis, and $24,000 to the Jewish Community Center in San Antonio. Other notable grants included $20,000 to Texas Parks and Wildlife, $18,000 to the Alzheimer’s Association, and $16,000 each to the Michael J. Fox Foundation and the Glenn Biggs Institute for Alzheimer’s.
Review Cycle
The filing lists April 30 each year. The April 30, 2026 deadline has passed.
How to Apply
The foundation’s 2024 filing says applicants should send Caroline Lochte a written request describing the use and purpose of the funds, along with proof of tax-exempt status. Awards are restricted to charitable, religious, scientific, literary, educational, or public-safety-testing purposes for tax-exempt organizations described as 501(c)(3).
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Geographic Focus
Where this funder awards grants
In 2025, the foundation reported grant-dollar shares of 79% for Texas, 14% for Tennessee, 7% for New York, and 0% for Florida. Its 2025 grants included recipients in San Antonio and other Texas cities, as well as organizations in Memphis and New York.
Grant Distribution by State
Share of 2025 grant dollars across all 16 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $234K (2025) to $269K (2023). In 2025 it made 16 grants totaling $234K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University United Methodist Church ($50K). Together the top 10 received $206K.
Grant Size Distribution
99 grants across all recorded years
The most common grant size was under $50K: 97 grants of 99 (98%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University United Methodist Church San Antonio, TX | Program Expenses | $50,000 |
| St Jude Childrens Res Hospital Memphis, TN | Program Expenses | $32,000 |
| Jewish Community Center San Antonio, TX | Program Expenses | $24,000 |
| Texas Parks and Wildlife Dallas, TX | Program Expenses | $20,000 |
| Alzheimers Association San Antonio, TX | Program Expenses | $18,000 |
| Michael J Fox Foundation New York, NY | Program Expenses | $16,000 |
| Glenn Biggs Institute for Alzheimer San Antonio, TX | Program Expenses | $16,000 |
| Mitchell Lake Audubon Center San Antonio, TX | Program Expenses | $10,000 |
| Texas Tech Univeristy Health Scienc Lubbock, TX | Program Expenses | $10,000 |
| Foundations for Laity Renewal Kerrville, TX | Program Expenses | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $4,341,974 | $258,604 | $238,507 | $234,000 |
| 2024 | $4,321,877 | $228,897 | $245,810 | $242,000 |
| 2023 | $4,345,706 | $177,439 | $272,464 | $268,500 |
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Caroline Lochte as president-treasurer, Barbara Blass as secretary, and Keith Lochte as vice president.
The Phyllis L Schoener Foundation's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara A. Blass
Secretary
On filings since 2021
No compensation reported
Caroline P. Lochte
Presidenttreasurer
President & Treasurer → Presidenttreasurer, 2023
On filings since 2021
No compensation reported
Keith E. Lochte
Vice President
On filings since 2021
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Caroline Lochte
Mailing address: 610 Contadora, San Antonio, TX 78258
Phone: (210) 490-6989
Frequently asked questions about The Phyllis L Schoener Foundation
How much does The Phyllis L Schoener Foundation give each year?
The Phyllis L Schoener Foundation gave $234K across 16 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $242K across 19 grants.
What is The Phyllis L Schoener Foundation's typical grant size?
The Phyllis L Schoener Foundation's median grant in 2025 was $10,000, and its average grant was $14,625, across 16 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Phyllis L Schoener Foundation that year got $24K on average.
Where does The Phyllis L Schoener Foundation give grants?
The Phyllis L Schoener Foundation gives mostly in Texas: 79% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (14%) and New York (7%). The most frequent recipient cities were San Antonio, TX (9 grants).
Does The Phyllis L Schoener Foundation give general operating support?
Not in 2025: none of the 16 grants with a stated purpose on The Phyllis L Schoener Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Expenses" (15 grants).
Who are The Phyllis L Schoener Foundation's largest grantees?
The Phyllis L Schoener Foundation's largest 2025 grantees include University United Methodist Church ($50,000), St Jude Childrens Res Hospital ($32,000) and Jewish Community Center ($24,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.
How large is The Phyllis L Schoener Foundation?
The Phyllis L Schoener Foundation reported $4.3M in total assets on its 2025 IRS Form 990-PF. It paid out $234K in qualifying distributions that year, against a required minimum of $234K (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 The Phyllis L Schoener Foundation fund?
No mission statement is provided. The 2025 grants show support for a range of organizations, including churches, health and research organizations, a community center, a parks and wildlife agency, and an Audubon center. See mission & focus areas ↑
How do I apply for a grant from The Phyllis L Schoener Foundation?
The foundation’s 2024 filing says applicants should send Caroline Lochte a written request describing the use and purpose of the funds, along with proof of tax-exempt status. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Phyllis L Schoener Foundation by hand.
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