Schoellerman Foundation FY2021 filing
Funds charitable groups aiding education, culture, family, health, and Catholic causes. For fiscal year 2021 it reported $124K in revenue, $96K in expenses, and $2.3M in net assets.Pt I
- Type
- Supporting organization · Education
- Location
- Newport Beach, CA
- Filings
- 6 on file (2020–2021)
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Summary of the Filing
Where the work happens
Grants to charities that support educational & cultural programs; family & children's issues; medical reserach & healthcare; and catholic organizations
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 76% | — | — |
| Overhead ratio | 24% | — | — |
| Revenue growth | 130% | — | — |
| Investment management fee ratio | 0.8% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 0% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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