SCHULTZ FBO FAIRFIELD HERITAGE XXXXX1006
Total Given 2019–2025
$59K
6 grants · $8K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$11K
typical small grants · $7K–$12K
grant size
100%
deep partner · 1/1 multi-year
repeat
$267K
Assets · 2022
1
Distinct recipients
About
The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with Ohios specific reporting instructions.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8004962583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $7K | $265K | $16K | 1 |
| 2020 | N/A | $252K | $14K | N/A |
| 2021 | $5K | $317K | $20K | 1 |
| 2022 | $12K | $267K | $26K | 1 |
| 2023 | $13K | $286K | $15K | 1 |
| 2024 | $11K | $312K | $71K | 1 |
| 2025 | $11K | $334K | $12K | 1 |
Grant Size Distribution
Based on 6 grants on record
Minimum
$5K
25th Pctl
$7K
Median
$11K
Average
$10K
75th Pctl
$12K
Maximum
$13K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JP MORGAN CHASE BANK NA | TRUSTEE | $5K |
Grants Awarded (6 total)
| Purpose | ||||
|---|---|---|---|---|
| FAIRFIELD HERITAGE ASSOCIATION | LANCASTER, OH | $13,329 | GENERAL | 2023 |
| FAIRFIELD HERITAGE ASSOCIATION | LANCASTER, OH | $11,800 | GENERAL | 2022 |
| FAIRFIELD HERITAGE ASSOCIATION | LANCASTER, OH | $11,028 | GENERAL | 2024 |
| FAIRFIELD HERITAGE ASSOCIATION | LANCASTER, OH | $10,942 | GENERAL | 2025 |
| FAIRFIELD HERITAGE ASSOCIATION | LANCASTER, OH | $7,015 | GENERAL | 2019 |
| FAIRFIELD HERITAGE ASSOCIATION | LANCASTER, OH | $5,004 | GENERAL | 2021 |