The Schellman Family Foundation

WILMINGTON, DE EIN: 87-2739681

The Schellman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $26.5M in total assets. In 2024, it awarded 2 grants totaling $1.2M. Net investment income was $961K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$26.5M

-0.4% YoY

Annual Giving

$1.2M

+4.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$619K

+4.8% YoY

Under IRS private-foundation payout rules, The Schellman Family Foundation reported a distributable amount of $1.5M for 2024 — the minimum it must pay out in qualifying distributions.

About The Schellman Family Foundation

Based on IRS filings

The Schellman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $26.5M in total assets. In 2024, it awarded 2 grants totaling $1.2M. Net investment income was $961K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonNew Haven

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8M$17M$25M$33M2021202220232024
Metric202420232022
Total Assets$26,504,822$26,619,549$27,144,639
Revenue$1,033,742$688,513$-2,529,402
Expenses$1,381,940$1,318,951$465,443
Qualifying Distributions$1,304,424$1,246,453$308,574
Net Investment Income$960,826$796,308$3,008,905
Distributable Amount$1,494,897$1,359,418$1,325,235

Giving Over Time

Total grant dollars and number of grants per year

$0$310K$619K$929K$1M0 grants20211 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

FIDELITY INVESTMENTS CHA…$934KFIDELITY INVESTMENTS CHA…$305K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K2$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fidelity Investments Charitable Gift Fund ($933,945), Fidelity Investments Charitable Gift Fund ($305,000).

RecipientPurposeAmount
FIDELITY INVESTMENTS CHARITABLE GIFT FUND BOSTON, MAChris and Lauren Schellman Giving Fund (IN-KIND GRANTS - SEE GENERAL EXPLANATION)$933,945
FIDELITY INVESTMENTS CHARITABLE GIFT FUND BOSTON, MAGeneral & Unrestricted$305,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Christopher L SchellmanDir, Pres, Sec, Treas1
Lauren Gonzmart SchellmanDir, VP1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Schellman Family Foundation?

The Schellman Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $26.5M in total assets as of 2024.

How large is The Schellman Family Foundation?

As of 2024, The Schellman Family Foundation holds $26.5M in total assets with $1.0M in annual revenue. It awarded 2 grants totaling $1.2M in 2024.

Where does The Schellman Family Foundation operate?

The Schellman Family Foundation has awarded grants in Connecticut, Massachusetts.

What size grants does The Schellman Family Foundation award?

In 2024, The Schellman Family Foundation awarded 2 grants totaling $1.2M — an average of about $619K per grant, based on its IRS Form 990 filings.

How much is The Schellman Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Schellman Family Foundation reported a distributable amount of $1.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Schellman Family Foundation's EIN?

The Schellman Family Foundation's EIN (Employer Identification Number) is 87-2739681. IRS Form 990 filing data is available on this page for 2021–2024.

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

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