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Nonprofit · EIN 39-6644183

SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710

Also known as SCHUMACHER JON R TTEE

Tax-exempt · BROOKFIELD, WI 53045

Financials

$265K$178K2023$249K$186K2024$772K$245K2025
Revenue Expenses · by fiscal year end
Financials of SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$772,261$244,617$527,644$1,667,467$0$1,667,467
December 31, 2024990-PF$249,467$186,044$63,423$1,307,724$0$1,307,724
December 31, 2023990-PF$264,697$177,687$87,010$1,360,061$0$1,360,061
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$177,074
Dividends
$138,587
Net gain from sales of assets
$456,600

Expenses

Grants and similar amounts paid
$224,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$224,681
Excise tax on investment income
$8,013

Balance sheet and other

Total assets, start of year
$1,307,724
Total assets, end of year
$1,667,467
Total liabilities, end of year
$0
Net assets, end of year
$1,667,467
Fair market value of assets
$6,556,426
Qualifying distributions
$224,681
Net investment income
$595,187

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.

NameTitleHours / weekCompensation
JON R SCHUMACHER
2020 BURNWOOD CT, BROOKFIELD, WI 53045
CO-TRUSTEE2$0
JUDY A SCHUMACHER
2020 BURNWOOD CT, BROOKFIELD, WI 53045
CO-TRUSTEE2$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JON R SCHUMACHER
2020 BURNWOOD CT, BROOKFIELD, WI 53045
CO-TRUSTEE2$0
JUDY A SCHUMACHER
2020 BURNWOOD CT, BROOKFIELD, WI 53045
CO-TRUSTEE2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JON R SCHUMACHER
2020 BURNWOOD CT, BROOKFIELD, WI 53045
CO-TRUSTEE2$0
JUDY A SCHUMACHER
2020 BURNWOOD CT, BROOKFIELD, WI 53045
CO-TRUSTEE2$0

Address and contacts

Address (IRS master file)
2020 BURNWOOD CT, BROOKFIELD, WI 53045-4814
In care of
% JPMORGAN CHASE BANK NA
Signed the 990-PF
JON R SCHUMACHER, TRUSTEE
Phone
(262) 786-7513
Return prepared by
WIPFLI ADVISORY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6644183
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
Assets (IRS master file)
$1,667,467
Income (IRS master file)
$1,018,588

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$772,261$244,617$1,667,467XML
990-PFDecember 2024$249,467$186,044$1,307,724IRS
990-PFDecember 2023$264,697$177,687$1,360,061XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 39-6644183).

Questions about SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710

What is the EIN of SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710?
The employer identification number (EIN) of SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 is 39-6644183.
Is SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 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 SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 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 SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SCHUMACHER - WEIHERMAN FAMILY FDN 9572228710 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $772,261, expenses of $244,617 and total assets of $1,667,467 at year end.

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