The Schievelbein Family Foundation Trust

Foundation · Grantmaker Key Largo, FL EIN: 33-1033929

The Schievelbein Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Key Largo, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.7M in total assets. In 2025, it awarded 11 grants totaling $89K. Net investment income was $74K.

Key facts about The Schievelbein Family Foundation Trust

In short: The Schievelbein Family Foundation Trust gave $89K across 11 grants in 2025 (avg $8K), mostly in Florida. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
33-1033929
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$89,100
Grants made (2025)
11
Average grant
$8,100
Median grant
$5,000
New grantees (estimate)
9% first-time grantees (1 of 11, 2025)
Total assets
$1,663,968
Primary geography
Florida (64% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.7M

-0.9% YoY

Annual Giving

$89K

-4.3% YoY

Grant Count

11

+0.0% YoY

Avg Grant Size

$8K

-4.3% YoY

Under IRS private-foundation payout rules, The Schievelbein Family Foundation Trust reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Schievelbein Family Foundation Trust open to new grantees?

9%

first-time grantees, 2025

In 2025, 1 of 11 grantees (9%) were first-time recipients. First grants averaged $5K; repeat grants $8K. How we count

Medians: $5K first-time, $5K repeat.

  • 73% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−10%). Method
  • In 2025 it paid out 93% 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 (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states

Share of all 11 itemized 2025 grant dollars.

Cities

Key LargoPepper PikeSan DiegoCoral GablesMankatoPalmetto BayIslamoradaWashingtonYoungstownBethesdaBraseltonFort PierceNew YorkPalo AltoPortalesRichmondRochesterTriangleVienna

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K10 grants202012 grants20218 grants20228 grants202311 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Ocean Reef Community Foundation: $40KOcean Reef CommunityFoundation$40KWayword Inc (A Way with Words): $15KWayword Inc (A Way with Words)$15KHealthnetwork Foundation: $10KHealthnetwork Foundation$10KVoices for Children: $5KVoices for Children$5KThe Everglades Foundation: $5KThe Everglades Foundation$5KOcean Reef Chapel Foundation Inc: $5KOcean Reef Chapel FoundationInc$5KAmerican Junior Golf Association Inc: $5KAmerican Junior GolfAssociation Inc$5KWashington Tennis & Education Foundation: $2KWashington Tennis & EducationFoundation$2KOcean Reef Medical Foundation: $1KOcean Reef Medical Foundation$1KKeys Children's Foundation Inc: $600Keys Children's Foundation Inc$600

Grant Size Distribution

50 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
OCEAN REEF COMMUNITY FOUNDATION Key Largo, FLGENERAL SUPPORT$40,000
WAYWORD INC (A WAY WITH WORDS) San Diego, CAGENERAL SUPPORT$15,000
HEALTHNETWORK FOUNDATION Pepper Pike, OHGENERAL SUPPORT$10,000
VOICES FOR CHILDREN Islamorada, FLGENERAL SUPPORT$5,000
THE EVERGLADES FOUNDATION Palmetto Bay, FLGENERAL SUPPORT$5,000
OCEAN REEF CHAPEL FOUNDATION INC Key Largo, FLGENERAL SUPPORT$5,000
AMERICAN JUNIOR GOLF ASSOCIATION INC Braselton, GAGENERAL SUPPORT$5,000
WASHINGTON TENNIS & EDUCATION FOUNDATION Washington, DCGENERAL SUPPORT$2,000
OCEAN REEF MEDICAL FOUNDATION Key Largo, FLGENERAL SUPPORT$1,000
KEYS CHILDREN'S FOUNDATION INC Key Largo, FLGENERAL SUPPORT$600

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K202020212022202320242025
Metric202520242023
Total Assets$1,663,968$1,679,335$1,691,963
Revenue$103,463$108,448$44,368
Expenses$118,830$121,076$114,294
Qualifying Distributions$89,100$93,125$85,100
Net Investment Income$73,932$80,178$16,765
Distributable Amount$96,309$94,569$90,605

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Schievelbein Family Foundation Trust is led by Betty J. Schievelbein, President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Betty J. Schievelbein

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Lisa J. Schievelbein

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Stacy Jschievelbein

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Thomas C. Schievelbein

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Schievelbein Family Foundation Trust

How much does The Schievelbein Family Foundation Trust give each year?

The Schievelbein Family Foundation Trust gave $89K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $93K across 11 grants.

What is The Schievelbein Family Foundation Trust's typical grant size?

The Schievelbein Family Foundation Trust's median grant in 2025 was $5,000, and its average grant was $8,100, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Schievelbein Family Foundation Trust that year got $5K on average.

Where does The Schievelbein Family Foundation Trust give grants?

The Schievelbein Family Foundation Trust gives mostly in Florida: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (17%) and Ohio (11%). The most frequent recipient cities were Key Largo, FL (4 grants).

Does The Schievelbein Family Foundation Trust give general operating support?

Yes: 100% of The Schievelbein Family Foundation Trust's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are The Schievelbein Family Foundation Trust's largest grantees?

The Schievelbein Family Foundation Trust's largest 2025 grantees include Ocean Reef Community Foundation ($40,000), Wayword Inc (A Way with Words) ($15,000) and Healthnetwork Foundation ($10,000), according to its 2025 IRS Form 990-PF. Together they received 73% of its itemized 2025 grant dollars.

How large is The Schievelbein Family Foundation Trust?

The Schievelbein Family Foundation Trust reported $1.7M in total assets on its 2025 IRS Form 990-PF. It paid out $89K in qualifying distributions that year, against a required minimum of $96K (roughly 5% of its investment assets).

What is The Schievelbein Family Foundation Trust?

The Schievelbein Family Foundation Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Key Largo, FL. It holds $1.7M in total assets as of 2025.

What is The Schievelbein Family Foundation Trust's EIN?

The Schievelbein Family Foundation Trust's EIN (Employer Identification Number) is 33-1033929. IRS Form 990 filing data is available on this page for 2020–2025.

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

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