SCHULTZ FAMILY CHARITABLE TRUST
https://NO WEBSITETotal Given 2016–2023
$166K
76 grants · $21K avg/year
based on 8 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $200–$2K
grant size
27%
balanced · 13/48 multi-year
repeat
$208K
Assets · 2021
48
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
9202175050
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $17K | $55K | $5K | 4 |
| 2017 | $10K | $100K | $59K | 5 |
| 2018 | $16K | $90K | $18K | 13 |
| 2020 | $18K | $236K | $152K | 9 |
| 2021 | $28K | $208K | $9K | 12 |
| 2022 | $40K | $328K | $187K | 16 |
| 2023 | $38K | $306K | $12K | 17 |
Grant Size Distribution
Based on 76 grants on record
Minimum
$50
25th Pctl
$200
Median
$1K
Average
$2K
75th Pctl
$2K
Maximum
$20K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| PAULA SCHULTZ | TRUSTEE | — |
| FRED SCHULTZ | TRUSTEE | — |
Grants Awarded (76 total)
| Purpose | ||||
|---|---|---|---|---|
| PHI DELTA THETA FOUNDATION | OXFORD, OH | $20,000 | TO HELP WITH COSTS | 2023 |
| PHI DELTA THETA FOUNDATION | OXFORD, OH | $15,000 | TO HELP WITH COSTS | 2022 |
| PHI DELTA THETA FOUNDATION | OXFORD, OH | $12,000 | TO HELP WITH COSTS | 2020 |
| PHI DELTA THETA FOUNDATION | OXFORD, OH | $10,000 | TO HELP WITH COSTS | 2021 |
| CHRISTIAN CREATIVE MEDIA | GREENVILLE, SC | $10,000 | TO HELP WITH COSTS | 2022 |
| ENCOMPASS | GREEN BAY, WI | $7,000 | TO HELP WITH COSTS | 2016 |
| CHRISTIAN CREATIVE MEDIA | BRENTWOOD, TN | $5,000 | TO HELP WITH COSTS | 2021 |
| ENCOMPASS | GREEN BAY, WI | $5,000 | TO HELP WITH COSTS | 2017 |
| PHI DELTA THETA FOUNDATION | OXFORD, OH | $5,000 | TO HELP WITH COSTS | 2016 |
| UNION CHURCH UNITED CHURCH OF CHRIST | GREEN BAY, WI | $5,000 | TO HELP WITH COSTS | 2016 |
| PHI DELTA THETA FOUNDATION | OXFORD, OH | $5,000 | TO HELP WITH COSTS | 2018 |
| STEVEN C JENSEN PHI DELTA THETA ENDOWMENT | MANKATO, MN | $5,000 | TO HELP WITH COSTS | 2022 |
| ENCOMPASS | GREEN BAY, WI | $5,000 | TO HELP WITH COSTS | 2018 |
| LIVE LIKE LOU FOUNDATION | OXFORD, OH | $4,155 | TO HELP WITH COSTS | 2021 |
| PHI DELTA THETA FOUNDATION | OXFORD, OH | $3,500 | TO HELP WITH COSTS | 2017 |
| JAZZ ASPEN SNOWMASS | ASPEN, CO | $3,300 | TO HELP WITH COSTS | 2021 |
| ENCOMPASS | GREEN BAY, WI | $2,500 | TO HELP WITH COSTS | 2020 |
| HABITAT FOR HUMANITY | NAPLES, FL | $2,500 | TO HELP WITH COSTS | 2023 |
| FLIFF - FORT LAUDERDALE INTERNATION FILM FESTIVAL | FORT LAUDERDALE, FL | $2,500 | TO HELP WITH COSTS | 2023 |
| CHRIST CHILD SOCIETY OF NAPLES | NAPLES, FL | $2,100 | TO HELP WITH COSTS | 2023 |
| CARNEGIE MELLON UNIVERSITY ROBT G MCMILLIN SCHOLARSHIP | PITTSBURGH, PA | $2,000 | TO HELP WITH COSTS | 2021 |
| CARNEGIE MELLON UNIVERSITY ROBT G MCMILLIN SCHOLARSHIP | PITTSBURGH, PA | $2,000 | TO HELP WITH COSTS | 2023 |
| CARNEGIE MELLON UNIVERSITY ROBT G MCMILLIN SCHOLARSHIP | PITTSBURGH, PA | $2,000 | TO HELP WITH COSTS | 2022 |
| CHALLENGE ASPEN | SNOWMASS VILLAGE, CO | $2,000 | TO HELP WITH COSTS | 2022 |
| LIVE LIKE LOU FOUNDATION | OXFORD, OH | $2,000 | TO HELP WITH COSTS | 2023 |