Funder DirectorySchmitz Family Foundation CO Annie McBournie
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Private foundation (trust)EIN 841548781Est. 2000-07

Schmitz Family Foundation CO Annie McBournie

Denver, CO 80210

Total Assets

$54.1M

FY 2023

Annual Giving

$2.2M

FY 2023

Grants Made

14

FY 2023

Avg Grant

$156K

FY 2023

Grant Range

Typical

Deadlines

Applications

Focus Areas

Corporate Foundations

Financial Snapshot

2023 filing

Total Revenue

$3.8M

Total Expenses

$2.3M

Qualifying Distributions

$2.2M

Distributable Amount

$2.7M

Min. Investment Return

$2.7M

Undistributed Income

$2.3M

Payout rate 82%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.82%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $2.2M in 2023. Hover bars for details.

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

Top Recipients

37 grants

ACE Scholarships
$5.0M
3 grants
Catholic Charities
$300K
1 grant
Bishop Machebeuf High School
$130K
3 grants
FOCUS
$125K
3 grants
Colorado Opportunity Fund
$100K
1 grant
Arupe Jesuit High School
$100K
3 grants
Fire Foundation
$78K
2 grants
Archdiocese of Denver
$75K
1 grant

Grant Size Distribution

30 grants

<$10K
19
grants
$10–50K
1
grants
$50–250K
6
grants
$250K–1M
1
grants
$1–5M
3
grants
$5M+

Geographic Focus

4 states

Colorado
$5.6M
94% of total
California
$300K
5% of total
New Jersey
$20K
0% of total
District of Columbia
$19K
0% of total

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Schmitz Family Foundation CO Annie McBournie — Grants, Financials & Contact | Grantivo