Nonprofit · EIN 31-1532097
GEORGE & BETTY SCHAEFER FOUNDATION
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $86,497 | $59,625 | $26,872 | $586,626 | $0 | $586,626 |
| December 31, 2024 | 990-PF | $101,744 | $23,387 | $78,357 | $559,776 | $0 | $559,776 |
| December 31, 2023 | 990-PF | $52,302 | $15,108 | $37,194 | $481,670 | $0 | $481,670 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,945
- Net gain from sales of assets
- $66,552
Expenses
- Grants and similar amounts paid
- $43,600
- Disbursements for charitable purposes
- $45,555
- Excise tax on investment income
- $1,031
Balance sheet and other
- Total assets, start of year
- $559,776
- Total assets, end of year
- $586,626
- Total liabilities, end of year
- $0
- Net assets, end of year
- $586,626
- Fair market value of assets
- $1,448,746
- Qualifying distributions
- $45,555
- Net investment income
- $86,327
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George A Schaefer Jr 4201 Gulf Shore Blvd North Unit 601, Naples, FL 34103 | Trustee | 1 | $0 |
| Betty Ann Schaefer 4201 Gulf Shore Blvd North Unit 601, Naples, FL 34103 | Trustee | 1 | $0 |
| George A Schaefer III 1212 Hayward Avenue, Cincinnati, OH 45208 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George A Schaefer Jr 4201 Gulf Shore Blvd North Unit 601, Naples, FL 34103 | Trustee | 1 | $0 |
| Betty Ann Schaefer 4201 Gulf Shore Blvd North Unit 601, Naples, FL 34103 | Trustee | 1 | $0 |
| George A Schaefer III 1212 Hayward Avenue, Cincinnati, OH 45208 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George A Schaefer Jr 4201 Gulf Shore Blvd North Unit 601, Naples, FL 34103 | Trustee | 1 | $0 |
| Betty Ann Schaefer 4201 Gulf Shore Blvd North Unit 601, Naples, FL 34103 | Trustee | 1 | $0 |
| George A Schaefer III 1212 Hayward Avenue, Cincinnati, OH 45208 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 38 FOUNTAIN SQUARE PLZ, CINCINNATI, OH 45202-3102
- In care of
- % FIFTH THIRD BANK TTEE
- Signed the 990-PF
- GEORGE A SCHAEFER JR, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1532097
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $586,626
- Income (IRS master file)
- $106,414
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $86,497 | $59,625 | $586,626 | IRS |
| 990-PF | December 2024 | $101,744 | $23,387 | $559,776 | IRS |
| 990-PF | December 2023 | $52,302 | $15,108 | $481,670 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1532097).
Questions about GEORGE & BETTY SCHAEFER FOUNDATION
- What is the EIN of GEORGE & BETTY SCHAEFER FOUNDATION?
- The employer identification number (EIN) of GEORGE & BETTY SCHAEFER FOUNDATION is 31-1532097.
- Is GEORGE & BETTY SCHAEFER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to GEORGE & BETTY SCHAEFER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE & BETTY SCHAEFER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE & BETTY SCHAEFER FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE & BETTY SCHAEFER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GEORGE & BETTY SCHAEFER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does GEORGE & BETTY SCHAEFER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $86,497, expenses of $59,625 and total assets of $586,626 at year end.
Other nonprofits in CINCINNATI
- GREATER CINCINNATI FOUNDATION EIN 31-0669700 · last filed 990 for 2024
- UNIVERSITY OF CINCINNATI FOUNDATION EIN 31-0896555 · last filed 990 for 2025
- JOHNSON CHARITABLE GIFT FUND EIN 30-0233491 · last filed 990 for 2025
- MILLSTONE FUND EIN 83-4320073 · last filed 990-PF for 2025
- STRIVETOGETHER INC EIN 81-3380647 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI EIN 31-0537178 · last filed 990 for 2025
- UNITED WAY OF GREATER CINCINNATI EIN 31-0537502 · last filed 990 for 2025
- JEWISH FOUNDATION OF CINCINNATI EIN 31-1451489 · last filed 990-PF for 2025
All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations