Roger and Priscilla Schultz Family

BEND, OR EIN: 33-0923004

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$88K

-23.0% YoY

Annual Giving

$41K

+76.8% YoY

Grant Count

18

+50.0% YoY

Avg Grant Size

$2K

+17.9% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$65K$98K$131K201920202021202220232024
Metric202420232022
Total Assets$88,492$114,973$139,516
Revenue$42,329$25,140$28,622
Expenses$68,810$49,683$72,732
Qualifying Distributions$58,758$38,859$61,937
Net Investment Income$32,277$14,316$17,827
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$29K$58K$86K$115K24 grants20199 grants202015 grants202126 grants202212 grants202318 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MICHIGAN STATE UNIVERSITY$7KTHE GIVING PLATE$5KOSU CASCADE$5KFRIENDS OF THE CHILDREN …$5KNORTH COAST CHURCH$4KHEALING REINS$3KPARTNERS IN CARE$3KCOLORADOGIVESORG$1KAMERICAN RED CROSS$1KBETHLEHEM INN$1K

Grant Size Distribution

104 grants across all recorded years

103<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Roger and Priscilla Schultz Family fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

LIZANNE SCHULTZ WILSONSecretary$5KERICH WATSON SCHULTZPresident & CEO$5KKARLA SCHULTZDirector$5K

From 2024 filing

NameTitleHoursCompensation
LIZANNE SCHULTZ WILSONSecretary4$5,000
ERICH WATSON SCHULTZPresident & CEO4$5,000
KARLA SCHULTZDirector4$5,000

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

12states
+4 more states

Cities

Albert LeaAlexandriaAnchorageArvadaAvonBendDenverEast LansingGoldenIndianapolisLorainLos AngelesOmahaOxfordPalos Verdes EstatesPhoenixPortlandRedondo BeachSaint PaulSan Clemente

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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