Schoen Foundation
Accepts applications
Schoen Foundation is a private foundation in Naples, Florida. In tax year 2024 it gave $74.1 million in 1 grant; the typical grant was $74.1 million and the largest $74.1 million. It accepts applications; its filing gives the instructions below.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$74.1 million
- Number of grants1
- Typical grant$74.1 million
- Largest grant$74.1 million
- Assets$447 million
- New grantees0%
Giving in 2024 was up from $4.5 million the year before.
0% of its 2024 grantees had not received a grant from it the year before, so most of its money goes to organizations it already funds.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $4.5 million | 1 | $45.3 million |
| 2024 | $74.1 million | 1 | $447 million |
How to apply
| Contact | Jodi Bailey 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 |
|---|---|
| Phone or email | (239) 631-8509 |
| What to submit | Soliciting charities will need to be preapproved by the Foundation based on their compatibilty with the missions of the Schoen Foundation (see below). Once preapproved, they must submit their grant request electronically, using the Foundations application program which includes historical information, disclosure of mission statements, compatibility with the Foundations four mission focuses,financial statements, demonstration of needs for the requested grant, overall fund raising efforts, impact of the expenditure of the requested grant on the organization and those that it serves, and other operating and fundraising activities. |
| Deadlines | Submission of requests to apply must be made by April 1st for certain educational endownment request |
| Restrictions | Limited to organizations that are educational institutions, Christian religious and humanitarian organizations and those providing assistance to veterans or the homeless. Grants for operating expenses will generally be limited to 10% or less of the operating costs of the requesting charity. Grants for capital gains may not be subject to this 10% limitation. |
Where it gives
All of its grants went to recipients in Florida.
| State | Grants | Amount |
|---|---|---|
| Florida | 1 | $74.1 million |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| See Schedule Attached | Charitable | $74.1 million |
Officers and trustees
- Sharon A Schoen
- Kathryn L Schoen
- William J Schoen Jr
- Kristine L Pollard
- Karen ASutton
- Alan Hilfiker
- Jim Werle
- Jodi Bailey
- Kelsey Sutton
- William Walker Pollard
- Sharon Ainsley Sutton
- Jessica K Pollard
Questions people ask
Does Schoen Foundation accept grant applications?
Yes. Its latest IRS filing says it accepts applications, with this on deadlines: Submission of requests to apply must be made by April 1st for certain educational endownment request.
How much does Schoen Foundation give?
$74.1 million in tax year 2024, across 1 grant, with a typical grant of $74.1 million.
Who runs Schoen Foundation?
Its 2024 filing lists Sharon A Schoen (President/Trustee), Kathryn L Schoen (VP/Trustee), William J Schoen Jr (VP/Trustee) and Kristine L Pollard (Secr/Trustee) among 12 officers and trustees.