Ronald and Janet Schutz Family Foundation

EIN 463991075 Private Foundation

Lake Success, NY 11042 |(800) 839-1754

Total Given 2016–2024
$942K
133 grants · $105K avg/year
based on 9 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $1K–$10K
grant size
52%
supporter · 23/44 multi-year
repeat
$985K
Assets (2024)
44
Distinct Recipients

About

As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2021, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $125,500. This amount represents 25 or more of the Foundation's net assets of $396,750 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2021. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.

Focus Areas

Education Religion

Application Information

Accepts Unsolicited Proposals No. Preselected Only
Phone (800) 839-1754

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $180K $478K $98K 24
2018 $154K $412K $105K 25
2020 $105K $397K $-49K 19
2021 $126K $504K $259K 17
2022 $121K $512K $164K 20
2023 $116K $811K $444K 15
2024 $140K $985K $275K 13

Grant Size Distribution

Based on 133 grants on record

Minimum
$400
25th Pctl
$1K
Median
$5K
Average
$7K
75th Pctl
$10K
Maximum
$35K

Geographic Distribution

Officers & Directors

Grants Awarded (133 total)

Purpose
Interfaith Outreach and Community Partners Plymouth, MN $35,000 SST Campaign 2016
St Philip the Deacon Lutheran Church Plymouth, MN $28,500 General & Unrestricted 2024
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Promise 2020 Fund 2020
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Promise 2021 fund 2021
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Capital Appeal 2021 fund 2021
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Being Made Whole Capital Appeal 2023 2023
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 General & Unrestricted 2023
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Being Made Whole Capital Appeal 2024 2024
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Let Your Light Shine Campaign 2016
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Promise 2016 Campaign 2016
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Being Made Whole Capital Appeal 2022 2022
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 General & Unrestricted 2022
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Promise 2018 Fund 2018
St Philip the Deacon Lutheran Church Plymouth, MN $25,000 Vision 20/20 Campaign 2018
Interfaith Outreach and Community Partners Plymouth, MN $20,000 Founders Fund 2020
Center of the American Experiment Minnetonka, MN $20,000 General & Unrestricted 2024
Marquette University Milwaukee, WI $20,000 Ronald and Janet Schutz Endowed Scholarship Fund 2016
Center of the American Experiment Golden Valley, MN $15,000 General & Unrestricted 2023
Interfaith Outreach and Community Partners Plymouth, MN $10,000 Charitable Event 2020
Marquette University Milwaukee, WI $10,000 Ronald and Janet Schutz Endowed Scholarship Fund 2020
Center of the American Experiment Golden Valley, MN $10,000 General & Unrestricted 2021
Interfaith Outreach and Community Partners Plymouth, MN $10,000 Founders Fund 2021
Interfaith Outreach and Community Partners Plymouth, MN $10,000 2021 Sleep Out project 2021
Marquette University Milwaukee, WI $10,000 Ronald and Janet Schutz Endowed scholarship Fund 2021
Tee It Up for the Troops Inc Burnsville, MN $10,000 Charitable Event 2021

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