The Schmitz Family Foundation
The Schmitz Family Foundation is a private foundation, based in BLUFFTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 12 grants totaling $93K. Net investment income was $67K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
-2.4% YoY
Annual Giving
$93K
-50.4% YoY
Grant Count
12
-7.7% YoY
Avg Grant Size
$8K
-46.3% YoY
Under IRS private-foundation payout rules, The Schmitz Family Foundation reported a distributable amount of $117K for 2024 — the minimum it must pay out in qualifying distributions.
About The Schmitz Family Foundation
Based on IRS filings
The Schmitz Family Foundation is a private foundation, based in BLUFFTON, SC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 12 grants totaling $93K. Net investment income was $67K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,297,084 | $1,328,728 | $1,376,052 |
| Revenue | $85,316 | $155,883 | $17,765 |
| Expenses | $116,960 | $203,207 | $185,864 |
| Qualifying Distributions | $98,897 | $191,935 | $173,131 |
| Net Investment Income | $66,553 | $146,412 | $19,329 |
| Distributable Amount | $116,801 | $97,477 | $101,240 |
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 2024
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Wlmb-tv Dominion Broadcasting ($30,000), Berkeley Hall Charitable Foundation ($20,000), Vantage Point Foundation ($11,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BERKELEY HALL CHARITABLE FOUNDATION BLUFFTON, SC | CHARITABLE OPERATIONS | $20,000 |
| ERIE SHORES COUNCIL - BOY SCOUTS OF AMERICA TOLEDO, OH | CHARITABLE OPERATIONS | $10,000 |
| HOUSE OF PRAYER HILTON HEAD, SC | CHARITABLE OPERATIONS | $2,500 |
| LAKOTA SPORTS ORGANIZATION WEST CHESTER, OH | CHARITABLE OPERATIONS | $6,000 |
| OPERATION PATRIOTS FOB INC OKATIE, SC | CHARITABLE OPERATIONS | $2,500 |
| POCKETS FULL OF SUNSHINE BLUFFTON, SC | CHARITABLE OPERATIONS | $500 |
| SPRINGFIELD SCHOOLS FOUNDATION HOLLAND, OH | CHARITABLE OPERATIONS | $2,500 |
| ST JOHNS JESUIT HIGH SCHOOL TOLEDO, OH | CHARITABLE OPERATIONS | $2,500 |
| VANTAGE POINT FOUNDATION CHARLESTON, SC | CHARITABLE OPERATIONS | $11,500 |
| WLMB-TV DOMINION BROADCASTING TOLEDO, OH | CHARITABLE OPERATIONS | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GARY M HARDEN | ASSISTANT SECRETARY | 0.5 | — |
| DAVID L SCHMITZ | PRESIDENT/SECRETARY/TREASURER | 1 | — |
Frequently Asked Questions
How large is The Schmitz Family Foundation?
As of 2024, The Schmitz Family Foundation holds $1.3M in total assets with $85K in annual revenue. It awarded 12 grants totaling $93K in 2024.
Where does The Schmitz Family Foundation operate?
The Schmitz Family Foundation has awarded grants in California, Mississippi, North Carolina, Ohio, Pennsylvania, South Carolina.
What size grants does The Schmitz Family Foundation award?
In 2024, The Schmitz Family Foundation awarded 12 grants totaling $93K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is The Schmitz Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Schmitz Family Foundation reported a distributable amount of $117K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Schmitz Family Foundation's EIN?
The Schmitz Family Foundation's EIN (Employer Identification Number) is 34-1665968. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Schmitz Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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