Funder DirectorySTACY L AND DAVID W SCHULZ
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Private foundation (trust)EIN 474183559Est. 2016-05

STACY L AND DAVID W SCHULZ

ESTERO, FL 341357238

Total Assets

$712K

FY 2024

Annual Giving

$27K

FY 2024

Grants Made

13

FY 2024

Avg Grant

$2K

FY 2024

Grant Range

$125–$5K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$12K

Total Expenses

$30K

Qualifying Distributions

$29K

Distributable Amount

$34K

Min. Investment Return

$34K

Undistributed Income

$30K

Payout rate 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $125 through median $2K to maximum $5K, 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

6 years

Giving over time from 2018 to 2024. Peak $31K in 2023. Hover bars for details.

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

Top Recipients

80 grants

MEDICAL COLLEGE OF WISCONSIN- CANCER CENTER
$21K
3 grants
MEDICAL COLLEGE OF WISC-CANCER CENTER
$16K
3 grants
PCOS AWARENESS ASSOCIATION
$15K
5 grants
BRIGHTFOCUS
$11K
4 grants
PREVENT BLINDNESS
$11K
6 grants
BRIGHTFOCUS FOUNDATION
$9K
2 grants
SHARED BEGINNINGS
$8K
3 grants
MILWAUKEE RESCUE MISSION
$8K
5 grants

Grant Size Distribution

80 grants

<$10K
80
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

13 states

Wisconsin
$67K
49% of total
Virginia
$23K
17% of total
Maryland
$19K
14% of total
Arkansas
$8K
6% of total
Florida
$6K
4% of total
Nevada
$3K
3% of total
Georgia
$3K
2% of total
Minnesota
$2K
1% of total
New York
$1K
1% of total
District of Columbia
$1K
1% of total

+3 more states

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