Schoen Foundation
EIN 650379356Total Given 2020–2024
$89.3M
5 grants · $17.9M avg/year
based on 5 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$4.3M
typical big bets · $3.8M–$4.5M
grant size
100%
deep partner · 1/1 multi-year
repeat
$446.5M
Assets (2024)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Jodi Bailey
Phone
(239) 594-1404
Deadlines
August 31
How to Apply
Request Packages Available
Restrictions
Limited to organizations that are educational institutions, religious & humanitarian organizations and those providing assistance to veterans and the homeless.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $4.3M | $45.1M | $-630K | 1 |
| 2021 | $2.7M | $51.5M | $5.1M | 1 |
| 2022 | $3.8M | $41.0M | $1.5M | 1 |
| 2023 | $4.5M | $45.3M | $3.3M | 1 |
| 2024 | $74.1M | $446.5M | $428.9M | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$2.7M
25th Pctl
$3.8M
Median
$4.3M
Average
$17.9M
75th Pctl
$4.5M
Maximum
$74.1M
Geographic Distribution
Officers & Directors
SS
Sharon A Schoen
5+ yrs
President/Trustee
Leadership
KA
Karen ASutton
5+ yrs
Chairman/Treasurer/Trustee
Leadership
WS
William J Schoen Jr
5+ yrs
Vice President/Trustee
Leadership
KS
Kathryn L Schoen
5+ yrs
Vice President/Trustee
Leadership
JB
Jodi Bailey
5+ yrs
Executive Director
Leadership
KS
Kelsey Sutton
Trustee/Employee
JW
Jim Werle
5+ yrs
Trustee
AH
Alan Hilfiker
5+ yrs
Trustee
KP
Kristine L Pollard
5+ yrs
Secr/Trustee
WP
William Walker Pollard
0
JP
Jessica K Pollard
0
SS
Sharon Ainsley Sutton
0
KA
Karen ASutton
5+ yrs
Chairman/Treasurer/Trustee
Leadership
WS
William J Schoen Jr
5+ yrs
Vice President/Trustee
Leadership
W1
William J Schoen Deceased 10282023
Chairman
Leadership
SS
Sharon A Schoen
5+ yrs
President/Trustee
Leadership
KS
Kathryn L Schoen
5+ yrs
Vice President/Trustee
Leadership
JB
Jodi Bailey
5+ yrs
Executive Director
Leadership
JW
Jim Werle
5+ yrs
Trustee
AH
Alan Hilfiker
5+ yrs
Trustee
KP
Kristine L Pollard
5+ yrs
Secr/Trustee
WS
William J Schoen
3 yrs
Chairman
Leadership
SS
Sharon A Schoen
5+ yrs
President/Trustee
Leadership
KS
Kathryn L Schoen
5+ yrs
Vice President/Trustee
Leadership
WS
William J Schoen Jr
5+ yrs
Vice President/Trustee
Leadership
JB
Jodi Bailey
5+ yrs
Executive Director
Leadership
KA
Karen ASutton
5+ yrs
Treasurer/Trustee
Leadership
KP
Kristine L Pollard
5+ yrs
Secr/Trustee
AH
Alan Hilfiker
5+ yrs
Trustee
JW
Jim Werle
5+ yrs
Trustee
WS
William J Schoen Jr
5+ yrs
Vice President/Trustee
Leadership
KS
Kathryn L Schoen
5+ yrs
Vice President/Trustee
Leadership
SS
Sharon A Schoen
5+ yrs
President/Trustee
Leadership
WS
William J Schoen
3 yrs
Chairman
Leadership
JB
Jodi Bailey
5+ yrs
Executive Director
Leadership
KA
Karen ASutton
5+ yrs
Treasurer/Trustee
Leadership
JW
Jim Werle
5+ yrs
Trustee
AH
Alan Hilfiker
5+ yrs
Trustee
KP
Kristine L Pollard
5+ yrs
Secr/Trustee
WS
William J Schoen Jr
5+ yrs
Vice President/Trustee
Leadership
KS
Kathryn L Schoen
5+ yrs
Vice President/Trustee
Leadership
SS
Sharon A Schoen
5+ yrs
President/Trustee
Leadership
WS
William J Schoen
3 yrs
Chairman
Leadership
JB
Jodi Bailey
5+ yrs
Executive Director
Leadership
KA
Karen ASutton
5+ yrs
Treasurer/Trustee
Leadership
JW
Jim Werle
5+ yrs
Trustee
AH
Alan Hilfiker
5+ yrs
Trustee
KP
Kristine L Pollard
5+ yrs
Secr/Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| See Schedule Attached | See Schedule Attached, FL | $74,109,794 | Charitable | 2024 |
| See Schedule Attached | See Schedule Attached, FL | $4,458,700 | Charitable | 2023 |
| See Schedule Attached | See Schedule Attached, FL | $4,266,700 | Charitable | 2020 |
| See Schedule Attached | See Schedule Attached, FL | $3,803,500 | Charitable | 2022 |
| See Schedule Attached | See Schedule Attached, FL | $2,708,000 | Charitable | 2021 |