HELEN D SCHULTE TRUST
Total Given 2018–2025
$6.1M
12 grants · $762K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$489K
typical big bets · $464K–$540K
grant size
100%
deep partner · 2/2 multi-year
repeat
$22.3M
Assets · 2022
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8888663275
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $928K | $20.9M | $1.5M | 2 |
| 2021 | $868K | $25.5M | $1.1M | 2 |
| 2022 | $1.3M | $22.3M | $2.6M | 2 |
| 2023 | $1.0M | $21.3M | $343K | 2 |
| 2024 | $940K | $23.0M | $679K | 2 |
| 2025 | $1.1M | $23.7M | $1.6M | 2 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$434K
25th Pctl
$464K
Median
$489K
Average
$508K
75th Pctl
$540K
Maximum
$631K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| BANK OF AMERICA | Trustee | $169K |
| Bank of America N A | Trustee | $145K |
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| Parkview Home | Freeport, IL | $630,681 | UNRESTRICTED GENERAL | 2022 |
| University of Wisconsin | Madison, WI | $630,681 | UNRESTRICTED GENERAL | 2022 |
| PARKVIEW HOME | FREEPORT, IL | $539,985 | UNRESTRICTED GENERAL | 2025 |
| UNIVERSITY OF WISCONSIN | MADISON, WI | $539,985 | UNRESTRICTED GENERAL | 2025 |
| Parkview Home | Freeport, IL | $507,615 | UNRESTRICTED GENERAL | 2023 |
| University of Wisconsin | Madison, WI | $507,615 | UNRESTRICTED GENERAL | 2023 |
| PARKVIEW HOME | FREEPORT, IL | $469,784 | UNRESTRICTED GENERAL | 2024 |
| UNIVERSITY OF WISCONSIN | MADISON, WI | $469,784 | UNRESTRICTED GENERAL | 2024 |
| University of Wisconsin | Madison, WI | $464,000 | UNRESTRICTED GENERAL | 2018 |
| Parkview Home | Freeport, IL | $464,000 | UNRESTRICTED GENERAL | 2018 |
| Parkview Home | Freeport, IL | $434,248 | UNRESTRICTED GENERAL | 2021 |
| University of Wisconsin | Madison, WI | $434,248 | UNRESTRICTED GENERAL | 2021 |