Schoen Family Charitable Trust

Organization Overview

Schoen Family Charitable Trust is located in Neenah, WI. The organization was established in 2006. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Schoen Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 12/2023, Schoen Family Charitable Trust generated $362.9k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 35.5% each year . All expenses for the organization totaled $107.8k during the year ending 12/2023. While expenses have increased by 3.6% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2020, Schoen Family Charitable Trust has awarded 153 individual grants totaling $410,930. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

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Board, Officers & Key Employees

Name (title)Compensation
John Schoen
Trustee
$0
Laura Mootz
Trustee
$0

Financial Statements

Statement of Revenue
Contributions, Gifts, Grants & Similar $205,253
Interest on Savings $80
Dividends & Interest $73,759
Net Rental Income$0
Net Gain on Sale of Assets $83,800
Capital Gain Net Income $83,800
Net ST Capital Gain $0
Income Modifications $0
Profit on Inventory Sales $0
Other Income $0
Total Revenue $362,892

Grants Awarded

Over the last fiscal year, Schoen Family Charitable Trust has awarded $102,361 in support to 37 organizations.

Grant RecipientAmount

CHILDRENS CANCER FAMILY FOUNDATION

PURPOSE: LESSEN FINANCIAL BURDEN OF FAMILIES FACING PEDIATRIC CANCER

$2,500

BRAIN CENTER OF GREEN BAY

PURPOSE: FUND COACHING FOR INDIVIDUALS WITH NEURODEGENERATIVE DISEASE

$3,079

COVEY INC

PURPOSE: HELP FUND ICANBIKE

$2,000

FOUR MOUNDS FOUNDATION

PURPOSE: FUND HEART BUILD DUBUQUE PROGRAM

$2,000

DUBUQUE SYMPHONY ORCHESTRA

PURPOSE: ADOPT A MUSICIAN

$1,000

JUNIOR ACHIEVEMENT OF THE HEARTLAND

PURPOSE: ELEMENTARY PROGRAMS IN DUBUQUE SCHOOLS

$2,500
View Grant Profile

Peer Organizations

Organization NameAssets
Joyce Foundation
Chicago, IL
$150,496,278
Lynde And Harry Bradley Foundation Inc
Milwaukee, WI
$146,815,017
United Health Foundation
Eden Prairie, MN
$989,251
Herbert H & Grace A Dow Foundation
Midland, MI
$54,700,097
Dte Energy Foundation
Detroit, MI
$4,503,774
First Midwest Charitable Foundation
Chicago, IL
$15,068,387
Exelon Foundation
Chicago, IL
$15,640,660
Highlands Foundation Inc
Madison, WI
$360,785
Mufg Union Bank Foundation Ag
Milwaukee, WI
$11,267,783
Rockwell Automation Charitable Corporation
Milwaukee, WI
$9,253,245
Gii Charities
Grand Rapids, MI
$5,562,977
Kehe Cares Foundation Inc
Naperville, IL
$9,276,774
The Green Fern Foundation
Minneapolis, MN
$8,489,620
Northern Trust Foundation
Chicago, IL
$7,102,470
G Carl Ball Family Foundation
West Chicago, IL
$1,796,038
Andersen Corporate Foundation
Bayport, MN
-$167,780
Cla Foundation
Minneapolis, MN
$2,022,383
Penske Foundation Inc
Bloomfield Hills, MI
$10,243,924
Kazrus Foundation
Southfield, MI
$2,214,157
Telligen Community Initiative
West Des Moines, IA
$1,140,236
Stepping Stones Of Dunn County Inc
Menomonie, WI
$2,472,761
Wisconsin Public Service Foundation Inc
Green Bay, WI
$2,413,868
Remick Family Foundation
Rochester, MN
$1,145,345
Tischer Creek Duluth Buildingcompany
Duluth, MN
$1,494,579
Greenstate Foundation
North Liberty, IA
$1,603,866

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