The William J and Barbara a Schmidt Family Foundation Inc

Public charity · Grantmaker Appleton, WI EIN: 39-1869271

The William J and Barbara A Schmidt is a public charity based in Appleton, Wisconsin, formed in 1997. It makes grants to qualified charitable organizations, with grant decisions determined by its board of directors.

Key facts about The William J and Barbara a Schmidt Family Foundation Inc

In short: The William J and Barbara a Schmidt Family Foundation Inc gave $1.4M across 14 grants in 2024 (avg $104K), mostly in Wisconsin. 29% of 2024 grantees were new. Source: 2024 IRS Form 990.

EIN
39-1869271
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$1,449,612
Grants made (2024)
14
Average grant
$103,544
Median grant
$57,500
New grantees (estimate)
29% first-time grantees (4 of 14, 2024; small sample)
Total assets
$7,009,857
Primary geography
Wisconsin (65% of itemized 2024 grant dollars)
How to apply
The filing says recipients are expected to abide by the terms and conditions in the grant application and grant agreement, including submitting progress or final reports when grantmaking committees deem them appropriate. Full details ↓

Data from IRS Form 990, 2024; updated September 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 2024 IRS Form 990 · View filing

Total Assets

$7.0M

-3.1% YoY

Annual Giving

$1.4M

+91.5% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$104K

+91.5% YoY

Is The William J and Barbara a Schmidt Family Foundation Inc open to new grantees?

29%

first-time grantees, 2024

In 2024, 4 of 14 grantees (29%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $80K; repeat grants $113K. How we count

Medians: $82K first-time, $50K repeat.

  • 64% of 2024 grantees were also funded in 2023. Method

Estimate from itemized grant lists in IRS Form 990 filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s stated mission is “to provide grants to qualified charitable organizations as determined by the board of directors.” Its 2024 filing describes grants supporting a range of charitable purposes, including education, human services, housing and shelter, recreation and sports, employment, the environment, and religion-related work.

Examples of grantees’ own missions illustrate the organizations it supported in 2024. HeadsUp Fox Cities says it works with transitional-age youth, including former foster youth, through resource navigation, goal setting, and mentorship. Leaven says it provides emergency goods and services and referrals in the tri-county area. Pillars says it provides shelter, support, and solutions for community housing needs. Riverview Gardens says it provides job training and employment for people facing significant employment barriers.

Grantmaking

In filing year 2024, the foundation reported $1,449,612 in itemized grants across 14 grants. The grant amounts ranged from $10,000 to $461,558, with a median of $57,500. The filing’s program description separately says the organization provided approximately 37 grants to 24 charitable organizations.

Among the largest itemized grants were $461,558 to Chicago Jesuit Academy for education; $221,351 to WisdomEsther for philanthropy and voluntarism; $147,393 to HeadsUp Fox Cities for human services; $123,697 to Leaven for human services; and $98,262 to Thompson Center on Lourdes for recreation and sports.

How to Apply

The filing says recipients are expected to abide by the terms and conditions in the grant application and grant agreement, including submitting progress or final reports when grantmaking committees deem them appropriate. Eligibility for future funding depends on charitable organizations meeting those terms and conditions.

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Geographic Focus

Where this funder awards grants

In 2024, 65% of grant dollars went to recipients in Wisconsin and 35% to recipients in Illinois.

Grant Distribution by State

3states

Share of 2024 grant dollars across all 14 itemized grants.

Cities

AppletonChicagoEvanstonMenashaNeenahNorthbrookOmroWinnetkaGreen BayKaukaunaLos AngelesMilwaukee

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M16 grants2019 17 grants2020 40 grants2021* Covers 18 months (fiscal year-end changed)18 grants2022 14 grants2023 14 grants2024

From 2019 to 2024, annual grant giving ranged from $378K (2019) to $1.4M (2024). In 2024 it made 14 grants totaling $1.4M.

*2021: Covers 18 months (fiscal year-end changed).

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Chicago Jesuit Academy: $462KChicago Jesuit Academy$462KWisdomesther: $221KWisdomesther$221KHeadsup Fox Cities: $147KHeadsup Fox Cities$147KLeaven Inc: $124KLeaven Inc$124KThompson Center on Lourdes Inc: $98KThompson Center on Lourdes Inc$98KBasic Needs Giving Partnership Inc: $76KBasic Needs Giving PartnershipInc$76KFirst Congregational UCC (Appleton): $65KFirst Congregational UCC(Appleton)$65KCots: $50KCots$50KPillars: $50KPillars$50KRevolution Workshop: $50KRevolution Workshop$50K

The largest 2024 recipient was Chicago Jesuit Academy ($462K). Together the top 10 received $1.3M.

Grant Size Distribution

103 grants across all recorded years

63<$50K24$50–100K14$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 63 grants of 103 (61%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Chicago Jesuit Academy Chicago, ILEducation$461,558
Wisdomesther Neenah, WIPhilanthropy, Voluntarism$221,351
Headsup Fox Cities Menasha, WIHuman Services$147,393
Leaven Inc Menasha, WIHuman Services$123,697
Thompson Center on Lourdes Inc Appleton, WIRecreation & Sports$98,262
Basic Needs Giving Partnership Inc Green Bay, WIPhilanthropy, Voluntarism$76,090
First Congregational UCC (Appleton) Appleton, WIReligion-Related$65,000
Cots Appleton, WIHousing & Shelter$50,000
Pillars Appleton, WIHousing & Shelter$50,000
Revolution Workshop Chicago, ILEmployment, Job Related$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $7,009,857 $543,112 $1,537,047 $1,449,612
2023 $7,236,734 $794,033 $854,276 $757,000
2022 $6,861,017 $409,024 $1,400,779 $1,307,500
Revenue
Expenses
Net Investment Income
$0$1M$2M$3M2019 2020 2021* Covers 18 months (fiscal year-end changed)2022 2023 2024

*2021: Covers 18 months (fiscal year-end changed).

Metric202420232022
Total Assets$7,009,857$7,236,734$6,861,017
Revenue$543,112$794,033$409,024
Expenses$1,537,047$854,276$1,400,779
Net Investment Income$538,197$744,033$409,024

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS February 14, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS February 17, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS November 3, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS October 4, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS October 28, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS October 17, 2025)
  7. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Barbara Schmidt as president; Dr. Sarah Schmidt as vice president, secretary, and treasurer; and Marne Keller-Krikava, Nancy Armbrust, and Chris Woleske as directors.

The William J and Barbara a Schmidt Family Foundation Inc is led by Barbara Schmidt, President since 2024 (on filings since 2019); none of the 5 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Barbara Schmidt

    President

    President & Director → President, 2024

    On filings since 2019

    1 hr/week

    No compensation reported

  • Marne Keller-Krikava

    Director

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Chris Woleske

    Director

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Nancy Armbrust

    Director

    On filings since 2023

    0.5 hrs/week

    No compensation reported

  • Sarah Schmidt

    Vice President, Secretary & Treasurer

    Vice President & Secretary → Vice President, Secretary & Treasurer, 2023

    On filings since 2019

    1 hr/week

    No compensation reported

Former officers (4)
  • Former: Stephen Kuper (2019–2023) — Director
  • Former: Brad Benz (2021–2023) — Treasurer
  • Former: Mary Evans (2019–2020) — Director
  • Former: Michael Wise (2019–2020) — Treasurer & Director

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 4455 W Lawrence St, Appleton, WI 54914
Phone: (920) 830-1290

Frequently asked questions about The William J and Barbara a Schmidt Family Foundation Inc

How much does The William J and Barbara a Schmidt Family Foundation Inc give each year?

The William J and Barbara a Schmidt Family Foundation Inc gave $1.4M across 14 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $757K across 14 grants.

What is The William J and Barbara a Schmidt Family Foundation Inc's typical grant size?

The William J and Barbara a Schmidt Family Foundation Inc's median grant in 2024 was $57,500, and its average grant was $103,544, across 14 grants on its 2024 IRS Form 990. Organizations receiving their first grant from The William J and Barbara a Schmidt Family Foundation Inc that year got $80K on average.

Where does The William J and Barbara a Schmidt Family Foundation Inc give grants?

The William J and Barbara a Schmidt Family Foundation Inc gives mostly in Wisconsin: 65% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest state was Illinois (35%). The most frequent recipient cities were Appleton, WI (7 grants), Menasha, WI (3 grants) and Chicago, IL (2 grants).

Does The William J and Barbara a Schmidt Family Foundation Inc give general operating support?

Not in 2024: none of the 14 grants with a stated purpose on The William J and Barbara a Schmidt Family Foundation Inc's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Human Services" (3 grants).

Who are The William J and Barbara a Schmidt Family Foundation Inc's largest grantees?

The William J and Barbara a Schmidt Family Foundation Inc's largest 2024 grantees include Chicago Jesuit Academy ($461,558), Wisdomesther ($221,351) and Headsup Fox Cities ($147,393), according to its 2024 IRS Form 990. Together they received 57% of its itemized 2024 grant dollars.

How large is The William J and Barbara a Schmidt Family Foundation Inc?

The William J and Barbara a Schmidt Family Foundation Inc reported $7.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $543K.

What does The William J and Barbara a Schmidt Family Foundation Inc fund?

The foundation’s stated mission is “to provide grants to qualified charitable organizations as determined by the board of directors.” See mission & focus areas ↑

How do I apply for a grant from The William J and Barbara a Schmidt Family Foundation Inc?

The filing says recipients are expected to abide by the terms and conditions in the grant application and grant agreement, including submitting progress or final reports when grantmaking committees deem them appropriate. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The William J and Barbara a Schmidt Family Foundation Inc's EIN?

The William J and Barbara a Schmidt Family Foundation Inc's EIN (Employer Identification Number) is 39-1869271. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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