John and Julie Schmidt Family Foundation
EIN 843036130Total Given 2020–2024
$3.2M
100 grants · $630K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$9K
typical small grants · $5K–$25K
grant size
47%
supporter · 23/49 multi-year
repeat
$24.7M
Assets (2024)
49
Distinct Recipients
About
We respectfully request that John and Julie Schmidt Family Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $378 penalty indicated on Form 2220 be abated because the underpayment in Q1, Q2, Q3 and Q4 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q1, Q2, Q3 and Q4 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed.
Focus Areas
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
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $325K | $3.3M | $591K | 17 |
| 2022 | $413K | $5.8M | $2.5M | 30 |
| 2023 | $1.8M | $13.1M | $8.3M | 25 |
| 2024 | $571K | $24.7M | $10.8M | 28 |
Grant Size Distribution
Based on 100 grants on record
Minimum
$500
25th Pctl
$5K
Median
$9K
Average
$32K
75th Pctl
$25K
Maximum
$1.1M
Geographic Distribution
Officers & Directors
JS
John A Schmidt
Dir, Co- President
Leadership
JS
Julie A Schaller-Schmidt
Co- President, Dir, Sec, Treasurer
Leadership
GG
Greg Groggel
Vice President
Leadership
ZS
Zachary Schmidt
Vice President
Leadership
SS
Samuel Schmidt
Vice President
Leadership
LS
Luke Schmidt
Vice President
Leadership
DS
Daniel Schmidt
Vice President
Leadership
CS
Chelsea Schmidt
Vice President
Leadership
SR
Soyona Rafatjah
Vice President
Leadership
JS
Julie A Schaller-Schmidt
Co- President, Dir, Sec, Treasurer
Leadership
JS
John A Schmidt
Dir, Co- President
Leadership
GG
Greg Groggel
Vice President
Leadership
SR
Soyona Rafatjah
Vice President
Leadership
CS
Chelsea Schmidt
Vice President
Leadership
DS
Daniel Schmidt
Vice President
Leadership
LS
Luke Schmidt
Vice President
Leadership
SS
Samuel Schmidt
Vice President
Leadership
ZS
Zachary Schmidt
Vice President
Leadership
JS
John A Schmidt
Dir, Co- President
Leadership
JS
Julie A Schaller-Schmidt
Co- President, Dir, Sec, Treasurer
Leadership
GG
Greg Groggel
Vice President
Leadership
ZS
Zachary Schmidt
Vice President
Leadership
SS
Samuel Schmidt
Vice President
Leadership
LS
Luke Schmidt
Vice President
Leadership
DS
Daniel Schmidt
Vice President
Leadership
CS
Chelsea Schmidt
Vice President
Leadership
SR
Soyona Rafatjah
Vice President
Leadership
JS
Julie A Schaller-Schmidt
Co- President, Dir, Sec, Treasurer
Leadership
JS
John A Schmidt
Dir, Co- President
Leadership
GG
Greg Groggel
Vice President
Leadership
SR
Soyona Rafatjah
Vice President
Leadership
CS
Chelsea Schmidt
Vice President
Leadership
DS
Daniel Schmidt
Vice President
Leadership
LS
Luke Schmidt
Vice President
Leadership
SS
Samuel Schmidt
Vice President
Leadership
ZS
Zachary Schmidt
Vice President
Leadership
Grants Awarded (100 total)
| Purpose | ||||
|---|---|---|---|---|
| Victory Community Development Centre (Vicodec) | Nairobi, None | $1,120,000 | to purchase a property for all of the Kenya Works foundational programs; shelter works, ending period poverty, human... | 2023 |
| Friends of Appleton Library Incorporated | Appleton, WI | $200,000 | Building Beyond Words Capital Campaign | 2023 |
| First Congregational United Church of Christ | Appleton, WI | $120,000 | general support fund for 2021 | 2020 |
| First Congregational United Church of Christ | Appleton, WI | $100,000 | General & Unrestricted | 2023 |
| First Congregational United Church of Christ | Appleton, WI | $100,000 | General & Unrestricted | 2024 |
| First Congregational United Church of Christ | Appleton, WI | $100,000 | General & Unrestricted | 2022 |
| Riverview Gardens Inc | Appleton, WI | $65,650 | General & Unrestricted | 2024 |
| Victory Community Development Centre (Vicodec) | Nairobi, None | $64,497 | General & Unrestricted | 2024 |
| Kenya Works Inc | Appleton, WI | $55,000 | General & Unrestricted | 2020 |
| Riverview Gardens Inc | Appleton, WI | $55,000 | General & Unrestricted | 2023 |
| Kenya Works Inc | Appleton, WI | $50,600 | General & Unrestricted | 2024 |
| Basic Needs Giving Partnership Inc | Green Bay, WI | $50,000 | General & Unrestricted | 2023 |
| Kenya Works Inc | Appleton, WI | $50,000 | General & Unrestricted | 2023 |
| Trout Museum of Art Inc | Appleton, WI | $50,000 | Capital Campaign for New Museum | 2023 |
| Victory Community Development Centre (Vicodec) | Nairobi, None | $50,000 | General & Unrestricted | 2023 |
| Basic Needs Giving Partnership Inc | Green Bay, WI | $50,000 | General & Unrestricted | 2024 |
| Trout Museum of Art Inc | Appleton, WI | $50,000 | Capital Campaign for New Museum | 2024 |
| Kenya Works Inc | Appleton, WI | $50,000 | General & Unrestricted | 2022 |
| Riverview Gardens Inc | Appleton, WI | $50,000 | General & Unrestricted | 2022 |
| Community Foundation for the Fox Valley Region Inc | Appleton, WI | $41,500 | US Venture Open fund | 2022 |
| Community Foundation for the Fox Valley Region Inc | Appleton, WI | $32,500 | Charitable Event | 2020 |
| Cots Inc | Appleton, WI | $25,000 | General & Unrestricted | 2020 |
| Music That Matters Inc | Green Bay, WI | $25,000 | General & Unrestricted | 2020 |
| Cots Inc | Appleton, WI | $25,000 | General & Unrestricted | 2023 |
| Music That Matters Inc | Appleton, WI | $25,000 | General & Unrestricted | 2023 |