Nonprofit · EIN 42-1375212
SCHILLER FAMILY FOUNDATION
Also known as C-O JERRY SCHILLER
Tax-exempt · NEWTON, IA 50208
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $102,231 | $317,295 | -$215,064 | $539,187 | $0 | $539,187 |
| December 31, 2024 | 990-PF | $94,897 | $182,170 | -$87,273 | $754,251 | $0 | $754,251 |
| December 31, 2023 | 990-PF | $36,506 | $147,241 | -$110,735 | $927,296 | $0 | $927,296 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,231
- Net gain from sales of assets
- $80,000
Expenses
- Grants and similar amounts paid
- $307,440
- Disbursements for charitable purposes
- $316,818
- Excise tax on investment income
- $982
Balance sheet and other
- Total assets, start of year
- $754,251
- Total assets, end of year
- $539,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $539,187
- Fair market value of assets
- $747,844
- Qualifying distributions
- $316,818
- Net investment income
- $80,000
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 |
|---|---|---|---|
| SUSAN S FORTUNE 5806 E 76TH ST S, NEWTON, IA 50208 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN S FORTUNE 5806 E 76TH ST S, NEWTON, IA 50208 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN S FORTUNE 5806 E 76TH ST S, NEWTON, IA 50208 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 765, NEWTON, IA 50208-0765
- In care of
- % SUSAN S FORTUNE
- Signed the 990-PF
- SUSAN S FORTUNE, TRUSTEE
- Phone
- (641) 275-2576
- Return prepared by
- DIMENSIONS ACCOUNTING PC
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
- 42-1375212
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $539,187
- Income (IRS master file)
- $455,044
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $102,231 | $317,295 | $539,187 | IRS |
| 990-PF | December 2024 | $94,897 | $182,170 | $754,251 | IRS |
| 990-PF | December 2023 | $36,506 | $147,241 | $927,296 | 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 42-1375212).
Questions about SCHILLER FAMILY FOUNDATION
- What is the EIN of SCHILLER FAMILY FOUNDATION?
- The employer identification number (EIN) of SCHILLER FAMILY FOUNDATION is 42-1375212.
- Is SCHILLER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to SCHILLER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHILLER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHILLER FAMILY 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 SCHILLER FAMILY 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 SCHILLER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SCHILLER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $102,231, expenses of $317,295 and total assets of $539,187 at year end.
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