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SCHOEN FAMILY CHARITABLE TRUST

Cite this

Plain text SCHOEN FAMILY CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/206771963. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SCHOEN FAMILY CHARITABLE TRUST [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/206771963

MLA “SCHOEN FAMILY CHARITABLE TRUST.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/206771963. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $304K · expenses $340K · assets $4.8M

EIN
20-6771963
Address
510 IGOTI PL, LOUDON, TN 37774-6921
Website
schoenfoundation.org
NTEE code
T21
Subsection
501(c)(3)
Ruling year
2006
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Laura Mootz Trustee2020-2025 $26,418$34,429 1

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Andrew Schoen Trustee2024-2025 1 $0 reported 1
John Schoen (former) Trustee2020-2023 1 $0 reported 1

People by year

2025 · 2 people listed · 1 paid, $26K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Laura Mootz Trustee8 $0-$26,418 $26,4181
Andrew Schoen Trustee1 $0-$0 $01
2024 · 2 people listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Laura Mootz Trustee5 $0-$8,011 $8,0111
Andrew Schoen Trustee1 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Schoen Trustee1 $0-$0 $01
Laura Mootz Trustee5 $0-$0 $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Schoen Trustee1 $0-$0 $01
Laura Mootz Trustee5 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Schoen Trustee1 $0-$0 $01
Laura Mootz Trustee5 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John Schoen Trustee1 $0-$0 $01
Laura Mootz Trustrr5 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 58 grants to organizations · $281K
2024 · 41 grants to organizations · $156K
2023 · 0 grants to organizations · $0 · 37 grants to individuals · $102K
2022 · 0 grants to organizations · $0 · 53 grants to individuals · $133K
2021 · 0 grants to organizations · $0 · 32 grants to individuals · $93K
2020 · 0 grants to organizations · $0 · 31 grants to individuals · $83K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 2 contributors · $2.9M
#ContributorTypeCity, stateTotalNoncashSource
1 John Schoen Person East Dubuque, IL $2,796,201$2,796,201 Form 990PF Sch. B, 2024 · filing
2 John Schoen Person East Dubuque, IL $89,751- Form 990PF Sch. B, 2024 · filing
2023 · 3 contributors · $198K
#ContributorTypeCity, stateTotalNoncashSource
2 John Schoen Person East Dubuque, IL $106,701- Form 990PF Sch. B, 2023 · filing
3 John Schoen Person East Dubuque, IL $57,879$57,879 Form 990PF Sch. B, 2023 · filing
1 John Schoen Person East Dubuque, IL $33,813$33,813 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $90K
#ContributorTypeCity, stateTotalNoncashSource
1 John Schoen Person East Dubuque, ID $90,049$90,049 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $75K
#ContributorTypeCity, stateTotalNoncashSource
1 John Schoen Person East Dubuque, IL $74,985$74,985 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $24K
#ContributorTypeCity, stateTotalNoncashSource
1 John Schoen Person East Dubuque, IL $24,153$24,153 Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$303,753$339,534 $4,846,129$4,846,129 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$3,676,282$173,663 $4,881,910$4,881,910 $2,890,466- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$362,892$107,772 $1,379,291$1,379,291 $205,253- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$81,078$136,624 $1,124,171$1,124,171 $29,314- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$107,516$101,232 $1,179,717$1,179,717 $18,740- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$249,147$86,829 $1,139,189$1,139,189 $11,907- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
RAMSEY FAMILY FOUNDATION TRUSTTNT21 $542,329$491,030 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
BLUM FAMILY FOUNDATIONTNT21 $437,016$398,519 CHAIRMAN/TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
COMMUNITY HEALTH SYSTEMS FOUNDATIONTNT21 $500,000$470,546 PRESIDENT & CEO$0 Same NTEE code T21, revenue within 2x, same state
THE EMMY LOU TOMPKINS FOUNDATIONTNT21 $259,072$218,696 DIRECTOR$500 Same NTEE code T21, revenue within 2x, same state
VISIT JOHNSON CITY FOUNDATION INCTNT21 $296,549$273,702 Dir$0 Same NTEE code T21, revenue within 2x, same state
LOUISIANA FIRST HORIZON FOUNDATIONTNT21 $502,430$1,487,925 SECRETARY/DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
MONOGRAM FOODS LOVES KIDS FOUNDATIONTNT21 $468,201$448,814 Board Member$0 Same NTEE code T21, revenue within 2x, same state
TODD FAMILY CHARITABLE FOUNDATIONOKT21 $205,538$168,362 CO-TRUSTEE$34,131 Same NTEE code T21, revenue within 2x, similar name
RALPH R MCVEEN CHARITABLE TRUSTOHT21 $161,359$94,845 TRUSTEE$23,680 Same NTEE code T21, revenue within 2x, similar name
EARL D SCHOEFFNER CHARITABLE TRILT21 $299,523$587,290 TRUSTEE$45,600 Same NTEE code T21, revenue within 2x, similar name
JOSEPH AND KAREN KRANTZ FAMILY CHARITABLE TRMIT21 $373,518$300,192 TRUSTEE$0 Same NTEE code T21, revenue within 2x
ROHDA FAMILY CHARITABLE FOUNDATIONDET21 $190,017$539,394 Co-Trustee$2,291 Same NTEE code T21, revenue within 2x
JEAN E VAUGHAN CHARITABLE TRUSTOHT21 $185,576$68,918 TRUSTEE$15,776 Same NTEE code T21, revenue within 2x
SUDBURY CHARITABLE TRILT21 $487,950$298,865 TRUSTEE$49,490 Same NTEE code T21, revenue within 2x
JAMES R SMITH FAMILY CHARITABLE FOUNDATIONVAT21 $486,916$547,134 Trustee$0 Same NTEE code T21, revenue within 2x
ANDREW F AND BARBARA VERES CHARITABLE TRUSTTXT21 $201,211$128,000 Trustee$0 Same NTEE code T21, revenue within 2x
ELLEN F GORDON CHARITABLE TRCAT21 $354,803$384,906 TRUSTEE$0 Same NTEE code T21, revenue within 2x
THE MELCHIORRE FAMILY CHARITABLE FOUNDATION INCDET21 $391,702$345,478 Dir, VP, Responsible Party$0 Same NTEE code T21, revenue within 2x
TRI-STAR CHARITABLE FOUNDATIONMIT21 $342,737$269,139 PRESIDENT$0 Same NTEE code T21, revenue within 2x
LORENCE I MILLSTEAD IRREVOCABLE CHARITABLE TRUSTMOT21 $429,464$252,632 TRUSTEE$38,558 Same NTEE code T21, revenue within 2x
MARY A PETERSON WYATT CHARITABLE TRUST F5045000TXT21 $167,931$131,560 TRUSTEE$33,641 Same NTEE code T21, revenue within 2x
JOYCE CHARITABLE FUNDNYT21 $376,962$230,996 DIRECTOR, PRESIDENT$0 Same NTEE code T21, revenue within 2x
CAROLINE C LEVINE CHARITABLE TRNHT21 $299,405$191,605 TRUSTEE$0 Same NTEE code T21, revenue within 2x
CHARLES H DOUGLAS CHARITABLE TRNYT21 $410,114$547,415 TRUSTEE$49,320 Same NTEE code T21, revenue within 2x
TRIPLE E CHARITABLE FOUNDATION INCNYT21 $186,958$180,399 PRESIDENT$0 Same NTEE code T21, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WAL-DOT FOUNDATION Private foundation$1,250,0002 12011–2015 SUSAN SCHWARTZ FAMILY FOUNDATION
NIELSEN FOUNDATION INC Private foundation$209,3508 12020–2025 ARF CHARITABLE FOUNDATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$131,5454 12021–2024 ARF CHARITABLE FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$58,0003 12022–2024 ARF CHARITABLE FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$50,0001 12022–2022 RABA KISTNER CHARITABLE FOUNDATION
NICKLESS FAMILY CHARITABLE FOUNDATION Private foundation$50,0003 12024–2025 TRI-STAR CHARITABLE FOUNDATION
ROSEN FAMILY FOUNDATION INC Private foundation$40,0001 12025–2025 MONOGRAM FOODS LOVES KIDS FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$36,1412 12022–2023 ARIANS FAMILY FOUNDATION
BIERLEIN COMPANIES FOUNDATION Private foundation$22,5003 12022–2024 TRI-STAR CHARITABLE FOUNDATION
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor$10,5001 12023–2023 ARIANS FAMILY FOUNDATION
UA JANSING COOK FOUNDATION Private foundation$10,0001 12024–2024 TRI-STAR CHARITABLE FOUNDATION
MIDLAND AREA COMMUNITY FOUNDATION DAF sponsor$9,5001 12023–2023 TRI-STAR CHARITABLE FOUNDATION
CENTRAL NEW YORK COMMUNITY FOUNDATION INC DAF sponsor$7,0001 12021–2021 SECURITY MUTUAL LIFE INSURANCE COMPANY FLOOD RELIEF CHARITABLE TR
MARY LOU ROSELYNN & RUTH EDERER FOUNDATION Private foundation$5,1002 12023–2025 TRI-STAR CHARITABLE FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$5,0001 12022–2022 ARF CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $339,534 spent · pay $22,931 · grants $281,290 · events $3,487
LineAs describedTotalShare
Contributions, gifts, grants paid $281,290 82.8%
Taxes $26,834 7.9%
Pension plans and employee benefits $22,931 6.8%
Fees: other professional $4,000 1.2%
Travel, conferences and meetings $3,487 1.0%
Other expenses $992 0.3%
Total$339,534100%

View the filing

2024 · Form 990PF · $173,663 spent · pay $8,011 · grants $155,690 · events $788
LineAs describedTotalShare
Contributions, gifts, grants paid $155,690 89.7%
Pension plans and employee benefits $8,011 4.6%
Fees: other professional $4,000 2.3%
Taxes $3,489 2.0%
Other expenses $1,366 0.8%
Travel, conferences and meetings $788 0.5%
Fees: legal $319 0.2%
Total$173,663100%

View the filing

2023 · Form 990PF · $107,772 spent · pay $0 · grants $102,361 · events $401
LineAs describedTotalShare
Contributions, gifts, grants paid $102,361 95.0%
Taxes $2,390 2.2%
Other expenses $1,634 1.5%
Fees: other professional $815 0.8%
Travel, conferences and meetings $401 0.4%
Interest $171 0.2%
Total$107,772100%

View the filing

2022 · Form 990PF · $136,624 spent · pay $0 · grants $132,565 · events $670
LineAs describedTotalShare
Contributions, gifts, grants paid $132,565 97.0%
Taxes $2,584 1.9%
Other expenses $805 0.6%
Travel, conferences and meetings $670 0.5%
Total$136,624100%

View the filing

2021 · Form 990PF · $101,232 spent · pay $0 · grants $92,713 · events $555
LineAs describedTotalShare
Contributions, gifts, grants paid $92,713 91.6%
Taxes $4,390 4.3%
Other expenses $2,014 2.0%
Fees: other professional $1,560 1.5%
Travel, conferences and meetings $555 0.5%
Total$101,232100%

View the filing

2020 · Form 990PF · $86,829 spent · pay $0 · grants $83,291 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $83,291 95.9%
Taxes $1,561 1.8%
Other expenses $1,212 1.4%
Fees: other professional $765 0.9%
Total$86,829100%

View the filing