Nonprofit · EIN 42-6609543
THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION
Also known as SCHULTZ ROBERT W TTEE
Tax-exempt · COLUMBUS JCT, IA 52738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $6,035 | $40,465 | -$34,430 | $86,213 | $0 | $86,213 |
| November 30, 2023 | 990-PF | $55,433 | $35,284 | $20,149 | $120,643 | $0 | $120,643 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $6,020
- Interest
- $15
Expenses
- Grants and similar amounts paid
- $35,000
- Compensation of officers, directors and key employees
- $2,500
- Disbursements for charitable purposes
- $35,660
- Excise tax on investment income
- $17
Balance sheet and other
- Total assets, start of year
- $120,643
- Total assets, end of year
- $86,213
- Total liabilities, end of year
- $0
- Net assets, end of year
- $86,213
- Fair market value of assets
- $1,017,849
- Qualifying distributions
- $35,660
- Net investment income
- $6,035
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARILLYN M SCHLUTZ PO BOX 66, COLUMBUS JUNCTION, IA 52738 | DIRECTOR | 0 | $500 |
| HOWARD O HAGEN PO BOX 66, COLUMBUS JCT, IA 52738 | DIRECTOR | 0 | $500 |
| SUSAN TRADER PO BOX 66, COLUMBUS JUNCTION, IA 52738 | DIRECTOR | 0 | $500 |
| ERIC SCHLUTZ PO BOX 66, COLUMBUS JUNCTION, IA 52738 | DIRECTOR | 0 | $500 |
| MATTHEW HAGEN PO BOX 66, COLUMBUS JUNCTION, IA 52738 | DIRECTOR | 0 | $500 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARILLYN M SCHLUTZ PO BOX 66, COLUMBUS JUNCTION, IA 52738 | DIRECTOR | 0 | $0 |
| HOWARD O HAGEN PO BOX 66, COLUMBUS JCT, IA 52738 | DIRECTOR | 0 | $0 |
| SUSAN TRADER PO BOX 66, COLUMBUS JUNCTION, IA 52738 | DIRECTOR | 0 | $0 |
| ERIC SCHLUTZ PO BOX 66, COLUMBUS JUNCTION, IA 52738 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 66, COLUMBUS JCT, IA 52738-0066
- Signed the 990-PF
- ERIC SCHLUTZ, DIRECTOR
- Phone
- (319) 728-2201
- Website
- SCHLUTZFOUNDATION.ORG
- Return prepared by
- LATTAHARRIS 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6609543
- 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
- 2001
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $86,213
- Income (IRS master file)
- $6,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $6,035 | $40,465 | $86,213 | XML |
| 990-PF | November 2023 | $55,433 | $35,284 | $120,643 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
| 990-PF | November 2017 | – | – | – | 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 42-6609543).
Questions about THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION
- What is the EIN of THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION is 42-6609543.
- Is THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 5 people; 5 received compensation from the organization, the highest $500 (MARILLYN M SCHLUTZ, DIRECTOR).
- How much revenue does THE@MARILLYN M AND ROBERT W SCHLUTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $6,035, expenses of $40,465 and total assets of $86,213 at year end.
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