THE SCHMITZ FAMILY FOUNDATION
https://N/ATotal Given 2016–2024
$885K
90 grants · $98K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $2K–$10K
grant size
46%
supporter · 18/39 multi-year
repeat
$2.4M
Assets · 2021
39
Distinct recipients
About
THE STATE OF OHIO HAS A REPORTING FORMAT THAT DOES NOT REQUIRE SUBMISSION OF THE 990-PF.
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DAVID L SCHMITZ
Phone
4192970335
Deadlines
NONE
How to Apply
A COPY OF THE APPLICATION FOR RECOGNITION OF EXEMPTION (FORM 1023), PRIOR YEAR FORM 990 SERIES OF RETURN AND THE MOST RECENT FINANCIAL STATEMENT.
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $41K | $1.8M | $31K | 10 |
| 2017 | $41K | $1.9M | $58K | 11 |
| 2018 | $75K | $1.8M | $83K | 11 |
| 2019 | N/A | $2.0M | $49K | N/A |
| 2020 | $116K | $2.2M | $217K | 9 |
| 2021 | $163K | $2.4M | $220K | 11 |
| 2022 | $168K | $1.9M | $18K | 13 |
| 2023 | $188K | $2.1M | $156K | 13 |
| 2024 | $93K | $2.5M | $85K | 12 |
Grant Size Distribution
Based on 90 grants on record
Minimum
$500
25th Pctl
$2K
Median
$5K
Average
$10K
75th Pctl
$10K
Maximum
$55K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| GARY M HARDEN | ASSISTANT SECRETARY | — |
| DAVID L SCHMITZ | PRESIDENT/SECRETARY/TREASURER | — |
| MARTHA D SCHMITZ-WEALLEANS | PRESIDENT/TRUSTEE | — |
| WILLIAM L ROGERS | SECRETARY/TRUSTEE | — |
Grants Awarded (90 total)
| Purpose | ||||
|---|---|---|---|---|
| WLMB-TV DOMINION BROADCASTING | TOLEDO, OH | $55,000 | CHARITABLE OPERATIONS | 2023 |
| CHURCH OF THE CROSS | BLUFFTON, SC | $50,000 | CHARITABLE OPERATIONS | 2023 |
| CROSS OUTREACH MINISTRIES | BLUFFTON, SC | $50,000 | SUPPORT | 2021 |
| CROSS OUTREACH MINISTRIES | BLUFFTON, SC | $50,000 | SUPPORT | 2020 |
| CHURCH OF THE CROSS | BLUFFTON, SC | $50,000 | SUPPORT | 2022 |
| WLMB-TV DOMINION BROADCASTING | TOLEDO, OH | $40,000 | SUPPORT | 2022 |
| WLMB-TV DOMINION BROADCASTING | TOLEDO, OH | $40,000 | SUPPORT | 2021 |
| WLMB-TV DOMINION BROADCASTING | TOLEDO, OH | $30,000 | SUPPORT | 2018 |
| WLMB-TV DOMINION BROADCASTING | TOLEDO, OH | $30,000 | CHARITABLE OPERATIONS | 2024 |
| ST JOHNS JESUIT HIGH SCHOOL | TOLEDO, OH | $26,000 | CHARITABLE OPERATIONS | 2023 |
| ST JOHNS JESUIT HIGH SCHOOL | TOLEDO, OH | $20,000 | SUPPORT | 2022 |
| BERKELEY HALL CHARITABLE FOUNDATION | BLUFFTON, SC | $20,000 | CHARITABLE OPERATIONS | 2024 |
| WLMB-TV DOMINION BROADCASTING | TOLEDO, OH | $20,000 | SUPPORT | 2020 |
| GRACE BIBLE CHURCH | SPRINGFIELD, OH | $16,000 | SUPPORT | 2021 |
| PALMETTO ANIMAL LEAGUE | BLUFFTON, SC | $13,430 | CHARITABLE OPERATIONS | 2023 |
| PALMETTO ANIMAL LEAGUE | BLUFFTON, SC | $12,299 | SUPPORT | 2022 |
| BALLET MAGNIFICAT | JACKSON, MS | $12,000 | SUPPORT | 2021 |
| BALLET MAGNIFICAT | JACKSON, MS | $12,000 | SUPPORT | 2022 |
| VANTAGE POINT FOUNDATION | CHARLESTON, SC | $11,500 | CHARITABLE OPERATIONS | 2024 |
| BERKELEY HALL | LOS ANGELES, CA | $10,000 | SUPPORT | 2018 |
| BERKELEY HALL | LOS ANGELES, CA | $10,000 | SUPPORT | 2020 |
| ST JOHNS JESUIT HIGH SCHOOL | TOLEDO, OH | $10,000 | SUPPORT | 2021 |
| BERKELEY HALL | LOS ANGELES, CA | $10,000 | SUPPORT | 2021 |
| PALMETTO ANIMAL LEAGUE | BLUFFTON, SC | $10,000 | SUPPORT | 2021 |
| BERKELEY HALL CHARITABLE FOUNDATION | BLUFFTON, SC | $10,000 | CHARITABLE OPERATIONS | 2023 |