Horst R & Viola R Schoene Family

EIN 846910624

Amherst, NY 14228 |(716) 481-4168

Total Given 2021–2022
$102K
2 grants · $51K avg/year
based on 2 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$51K
typical mid grants · $40K–$62K
grant size
100%
deep partner · 1/1 multi-year
repeat
$29K
Assets (2021)
1
Distinct Recipients

About

ON JANUARY 7, 2022, THE HORST R. AND VIOLA R. SCHOENE FAMILY FOUNDATION DISTRIBUTED ALL REMAINING ASSETS TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND, A QUALIFIED CHARITY. AT THE BEGINNING OF 2022, THE FOUNDATION'S ONLY ASSET WAS CASH IN THE AMOUNT OF $28,951, HELD IN WELLS FARGO ACCOUNT #7182-4580. THIS ENTIRE BALANCE WAS CONTRIBUTED TO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND, WITH THE INTENTION OF FULLY LIQUIDATING THE FOUNDATION. THE FINAL WELLS FARGO ACCOUNT STATEMENT FOR THE FOUNDATION, AS WELL AS THE FIDELITY ACCOUNT STATEMENT REFLECTING THE TRANSFER INTO THE FIDELITY INVESTMENTS CHARITABLE GIFT FUND, HAVE BEEN ATTACHED TO THIS RETURN.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (716) 481-4168

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2021 $73K $29K $3K 1
2022 $29K $0 $0 1

Grant Size Distribution

Based on 2 grants on record

Minimum
$29K
25th Pctl
$40K
Median
$51K
Average
$51K
75th Pctl
$62K
Maximum
$73K

Geographic Distribution

Officers & Directors

Grants Awarded (2 total)

Purpose
Fidelity Investments Charitable Gift Fund Cincinnati, OH $72,752 UNRESTRICTED 2021
Fidelity Investments Charitable Gift Fund Cincinnati, OH $28,951 UNRESTRICTED 2022