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Form 990-PFTax year 2024EIN 65-0379356

Schoen Foundation

A private foundation in Naples, FL. Its return for tax year 2024 reports $74.1 million paid in grants, listed in an attachment that is not in the e-file.

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Tax year 2024 (period ending Dec 31, 2024), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Jodi Bailey
999 Vanderbilt Beach Road Suite 500
Naples, FL 34108
(239) 631-8509
Form and materials
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.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2024

    $74,109,794

    Grants listed
    In an attachment
    Assets, end of year
    $412,048,649

  • Tax year 2023

    $4,458,700

    Grants listed
    In an attachment
    Assets, end of year
    $27,422,876

  • Tax year 2022

    $3,803,500

    Grants listed
    In an attachment
    Assets, end of year
    $29,151,839

  • Tax year 2021

    $2,708,000

    Grants listed
    In an attachment
    Assets, end of year
    $31,990,501

  • Tax year 2020

    $4,266,700

    Grants listed
    In an attachment
    Assets, end of year
    $30,166,745

Grants paid in 2024

Grants listed in an attachment (not in the e-file)

As listed on the return.

  1. This return lists its grants in an attachment that is not in the IRS e-file: $74.1 million in all.

Officers, directors and trustees

12 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Sharon A SchoenPresident/Trustee Hours 4Pay $0
  • Kathryn L SchoenVP/Trustee Hours 4Pay $0
  • William J Schoen JrVP/Trustee Hours 3Pay $0
  • Kristine L PollardSecr/Trustee Hours 4Pay $0
  • Karen ASuttonChairman/Treas/Trustee Hours 40Pay $577,500
  • Alan HilfikerTrustee Hours 1Pay $10,000
  • Jim WerleTrustee Hours 1Pay $10,000
  • Jodi BaileyExecutive Director Hours 40Pay $322,500
  • Kelsey SuttonTrustee/Employee Hours 40Pay $149,091
  • William Walker Pollard0 Hours 3Pay $0
  • Sharon Ainsley Sutton0 Hours 3Pay $0
  • Jessica K Pollard0 Hours 3Pay $0

The return

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