Funder DirectorySCHULTZ FAMILY FOUNDATION
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Private foundation (trust)EIN 396768876Est. 2003-01

SCHULTZ FAMILY FOUNDATION

NAPLES, FL 341100923

Total Assets

$306K

FY 2023

Annual Giving

$38K

FY 2023

Grants Made

17

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$100–$20K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$12K

Total Expenses

$42K

Qualifying Distributions

$39K

Distributable Amount

$15K

Min. Investment Return

$15K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

17 grants

Grant sizes from minimum $100 through median $1K to maximum $20K, 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 2018 to 2023. Peak $40K in 2022. Hover bars for details.

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

Top Recipients

67 grants

PHI DELTA THETA FOUNDATION
$62K
5 grants
CHRISTIAN CREATIVE MEDIA
$15K
2 grants
ENCOMPASS
$9K
3 grants
LIVE LIKE LOU FOUNDATION
$6K
2 grants
CARNEGIE MELLON UNIVERSITY ROBT G MCMILLIN SCHOLARSHIP
$6K
3 grants
STEVEN C JENSEN PHI DELTA THETA ENDOWMENT
$5K
1 grant
HABITAT FOR HUMANITY
$4K
3 grants
JAZZ ASPEN SNOWMASS
$3K
1 grant

Grant Size Distribution

67 grants

<$10K
64
grants
$10–50K
3
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

19 states

Ohio
$68K
49% of total
Florida
$12K
9% of total
South Carolina
$10K
7% of total
Minnesota
$9K
7% of total
Wisconsin
$9K
7% of total
Colorado
$8K
6% of total
Pennsylvania
$7K
5% of total
Tennessee
$5K
4% of total
Virginia
$3K
2% of total
District of Columbia
$2K
1% of total

+9 more states

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SCHULTZ FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo