The Schievelbein Family Foundation Trust
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
Share of all 11 itemized 2025 grant dollars.
Cities
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
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| OCEAN REEF COMMUNITY FOUNDATION Key Largo, FL | GENERAL SUPPORT | $40,000 |
| WAYWORD INC (A WAY WITH WORDS) San Diego, CA | GENERAL SUPPORT | $15,000 |
| HEALTHNETWORK FOUNDATION Pepper Pike, OH | GENERAL SUPPORT | $10,000 |
| VOICES FOR CHILDREN Islamorada, FL | GENERAL SUPPORT | $5,000 |
| THE EVERGLADES FOUNDATION Palmetto Bay, FL | GENERAL SUPPORT | $5,000 |
| OCEAN REEF CHAPEL FOUNDATION INC Key Largo, FL | GENERAL SUPPORT | $5,000 |
| AMERICAN JUNIOR GOLF ASSOCIATION INC Braselton, GA | GENERAL SUPPORT | $5,000 |
| WASHINGTON TENNIS & EDUCATION FOUNDATION Washington, DC | GENERAL SUPPORT | $2,000 |
| OCEAN REEF MEDICAL FOUNDATION Key Largo, FL | GENERAL SUPPORT | $1,000 |
| KEYS CHILDREN'S FOUNDATION INC Key Largo, FL | GENERAL SUPPORT | $600 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- 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.
Here's the math on researching The Schievelbein Family Foundation Trust by hand.
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