Funder DirectoryHELEN D SCHULTE TRUST
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All organizations not elsewhere classifiedEIN 366459927Est. 0000-00

HELEN D SCHULTE TRUST

DALLAS, TX 752653067

Total Assets

$23.7M

FY 2024

Annual Giving

$1.1M

FY 2024

Grants Made

2

FY 2024

Avg Grant

$540K

FY 2024

Grant Range

$540K–$540K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$1.6M

Total Expenses

$1.3M

Qualifying Distributions

$1.1M

Distributable Amount

$1.2M

Min. Investment Return

$1.2M

Undistributed Income

$311K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $1.3M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

10 grants

UNIVERSITY OF WISCONSIN
$2.6M
5 grants
PARKVIEW HOME
$2.6M
5 grants

Grant Size Distribution

10 grants

<$10K
$10–50K
$50–250K
$250K–1M
10
grants
$1–5M
$5M+

Geographic Focus

2 states

Wisconsin
$2.6M
50% of total
Illinois
$2.6M
50% of total

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