Funder DirectorySCHOEN FAMILY CHARITABLE TRUST
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Private foundation (trust)EIN 206771963Est. 2006-09

SCHOEN FAMILY CHARITABLE TRUST

LOUDON, TN 37774

Total Assets

$6.2M

FY 2024

Annual Giving

$156K

FY 2024

Grants Made

41

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$950–$17K

Typical

Deadlines

Applications

Focus Areas

Corporate Foundations

Financial Snapshot

2024 filing

Total Revenue

$3.7M

Total Expenses

$174K

Qualifying Distributions

$174K

Distributable Amount

$215K

Min. Investment Return

$227K

Undistributed Income

$47K

Payout rate 81%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.81%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

41 grants

Grant sizes from minimum $950 through median $3K to maximum $17K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $156K in 2024. Hover bars for details.

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

Top Recipients

194 grants

MercyOne Dubuque Foundation
$40K
4 grants
Camp Albrecht Acres
$23K
5 grants
Foundation for Dubuque Public Schoo
$20K
3 grants
Hills and Dales
$20K
5 grants
Finley Health Foundation
$20K
3 grants
DuRide
$18K
5 grants
Stonehill Communities
$17K
1 grant
Dubuque Dream Center
$16K
4 grants

Grant Size Distribution

194 grants

<$10K
192
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

Iowa
$371K
66% of total
Wisconsin
$170K
30% of total
Illinois
$10K
2% of total
Missouri
$9K
2% of total
California
$2K
0% of total
Minnesota
$2K
0% of total
Kansas
$2K
0% of total
Maryland
$1K
0% of total

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