Private Foundation

Schott Family Foundation

Schott Family Foundation, of CHARLOTTE, NC, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $1.2M in revenue, $1.2M in expenses, $26.8M in total assets. IRS filings disclose 23 grants awarded by this foundation, totaling roughly $5.4M.

EIN: 825132418 CHARLOTTE, NC Latest filing: 2024
Total Revenue$1.2M
Total Expenses$1.2M
Total Assets$26.8M
Grants Given23
Grant Total$5.4M
Filing Years2019–2024

Sample Grants Given

UBS Optimus Foundation
New York, NY · 2024
FOR THE BENEFIT OF UBS Optimus Foundation
$1,000,000
SCHWAB CHARITABLE DONOR-ADVISED FUND
ORLANDO, FL · 2024
FOR THE BENEFIT OF SCHWAB CHARITABLE DONOR-ADVISED FUND
$100,000
UBS Optimus Foundation
New York, NY · 2023
FOR THE BENEFIT OF UBS Optimus Foundation
$1,000,000
Achungo
Mountain View, CA · 2023
FOR THE BENEFIT OF ACHUNGO
$200,000
UBS Optimus Foundation
New York, NY · 2022
FOR THE BENEFIT OF UBS Optimus Foundation
$1,000,000

Showing up to 5 of 23 total records — full history available with membership.

Officers & Directors

DIRECTOR, SECRETARY, TREASURER Grace Mercer Scott
DIRECTOR, PRESIDENT Gregory G Schott

Officer compensation and complete director data available with membership.

Top Grant Purposes

FOR THE BENEFIT OF UBS Optimus Foundation
$3,000,000 3 grants
IN SUPPORT OF MIRACLE FEET
$1,115,164 3 grants
FOR THE BENEFIT OF ACHUNGO
$550,000 3 grants
IN SUPPORT OF ACHUNGO COMMUNITY CENTER
$150,000 1 grant
IN SUPPORT OF ACC
$150,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $1.2M $1.2M $26.8M
2023 $1.2M $1.2M $27.4M
2022 $173K $1.3M $27.4M
2020 $993K $1.3M $29.9M
2019 $7.5M $416K $30.3M

Between 2019 and 2024, reported annual revenue declined from $7.5M to $1.2M (-84%), with total assets most recently reported at $26.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, FL, NC, NV, NY, WA, and 1 other state.

CAFLNCNVNYWAWI

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for Schott Family Foundation

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