Civic Intelligence

Schott Family Foundation

EIN 82-5132418 • Charlotte, NC

Pub. 78 EligibleNTEE T22

Refreshing map…

631 Museum DriveCharlotte, NC 28207
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.00x

Higher debt load relative to assets than 73% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.06x

Higher debt load relative to revenue than 74% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Source year 2024

Net Margin

33rd percentile

-0.6%

Higher net margin than 33% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T • $25M-$50M nonprofits • Source year 2024

Asset Growth

18th percentile

-2.1%

Faster asset growth than 18% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-0.5%

Faster revenue growth than 28% of similar nonprofits.

NTEE T • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$26,797,890

Down $577,420 (-2.1%) from 2023

Liabilities

Up

$75,407

Up $75,406 (+7540600%) from 2023

Net Assets

Down

$26,722,483

Down $652,827 (-2.4%) from 2023

Operations
Liabilities / Revenue74th percentileNet Margin33rd percentile

Revenue

Down

$1,182,295

Down $5,854 (-0.5%) from 2023

Expenses

Down

$1,189,035

Down $59,740 (-4.8%) from 2023

Net Income

Up

-$6,740

Up $53,886 (+89%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2018: $23,402,334Liabilities 2018: $0Net Assets 2018: $23,402,3342018Assets 2019: $30,301,223Liabilities 2019: $1Net Assets 2019: $30,301,2232019Assets 2020: $29,854,907Liabilities 2020: $1Net Assets 2020: $29,854,9062020Assets 2021: $28,445,887Liabilities 2021: $1Net Assets 2021: $28,445,8872021Assets 2022: $27,369,285Liabilities 2022: $1Net Assets 2022: $27,369,2862022Assets 2023: $27,375,310Liabilities 2023: $1Net Assets 2023: $27,375,3102023Assets 2024: $26,797,890Liabilities 2024: $75,407Net Assets 2024: $26,722,4832024

Highlighted filing

2024

Assets$26,797,890
Liabilities$75,407
Net Assets$26,722,483
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2018: $23,729,924Expenses 2018: $246,330Net Income 2018: $23,483,5942018Revenue 2019: $7,549,384Expenses 2019: $416,223Net Income 2019: $7,133,1612019Revenue 2020: $992,606Expenses 2020: $1,282,199Net Income 2020: -$289,5932020Revenue 2021: $86,084Expenses 2021: $1,530,283Net Income 2021: -$1,444,1992021Revenue 2022: $173,433Expenses 2022: $1,250,034Net Income 2022: -$1,076,6012022Revenue 2023: $1,188,149Expenses 2023: $1,248,775Net Income 2023: -$60,6262023Revenue 2024: $1,182,295Expenses 2024: $1,189,035Net Income 2024: -$6,7402024

Highlighted filing

2024

Revenue$1,182,295
Expenses$1,189,035
Net Income-$6,740
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,797,890
Liabilities
$75,407
Net assets
$26,722,483
Revenue
$1,182,295
Expenses
$1,189,035
Net income
-$6,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$26.8$0.08$26.7$1.18$1.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$1.19$1.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$0.17$1.25$1.08
2021Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$0.09$1.53$1.44
2020Detailed filing. Detailed filing data is available for this year.$29.9$0.00$29.9$0.99$1.28$0.29
2019Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$7.55$0.42$7.13
2018Detailed filing. Detailed filing data is available for this year.$23.4$0.00$23.4$23.7$0.25$23.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY G SCHOTTDirector, President-$0--
GRACE MERCER SCOTTDirector, Secretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Schott Family Foundation
EIN
82-5132418
In Care Of
% GREGORY G SCHOTT
Phone
6502082944
Address
631 MUSEUM DRIVE, CHARLOTTE, NC 28207

Signing Officer

Name
Gregory G Schott
Title
Director, President
Phone
6502082944
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
ONE BUSH STREET STE 1800, SAN FRANCISCO, CA 94104-4425
Preparer
Michael Campbell
Phone
4153977900
Raw XML Appendix283 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GRACE MERCER SCOTT
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0270461
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01358224
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01102500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0526185
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0270461
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0396087
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031709
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031709
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Portfolio Income
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0-646087
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED UNREALIZED GAINS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0MARGIN LOAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt075407
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0GREGORY G SCHOTT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0631 MUSEUM DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0CHARLOTTE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd028207
TaxesSchedule/TaxesDetail/Amt047908
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt047908
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY G SCHOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR, PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06502082944
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Schott Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCHO
ReturnHeader/Filer/EIN0825132418
ReturnHeader/Filer/InCareOfNm0% GREGORY G SCHOTT
ReturnHeader/Filer/PhoneNum06502082944
ReturnHeader/Filer/USAddress/AddressLine1Txt0631 MUSEUM DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028207
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BUSH STREET STE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941044425
ReturnHeader/PreparerPersonGrp/PhoneNum04153977900
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL CAMPBELL
ReturnHeader/ReturnTs02025-11-06T17:46:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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