Nonprofit · EIN 45-5339818
STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC
Tax-exempt · ITHACA, NY 14852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $285,098 | $289,319 | -$4,221 | $2,748,089 | $0 | $2,748,089 |
| December 31, 2024 | 990-PF | $758,693 | $200,910 | $557,783 | $2,752,310 | $0 | $2,752,310 |
| December 31, 2023 | 990-PF | $152,565 | $160,962 | -$8,397 | $2,194,527 | $0 | $2,194,527 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $50,145
- Dividends
- $93,666
- Net gain from sales of assets
- $141,287
Expenses
- Grants and similar amounts paid
- $271,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $271,500
- Excise tax on investment income
- $3,215
Balance sheet and other
- Total assets, start of year
- $2,752,310
- Total assets, end of year
- $2,748,089
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,748,089
- Fair market value of assets
- $3,738,615
- Qualifying distributions
- $271,500
- Net investment income
- $249,125
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 |
|---|---|---|---|
| MARCY C SCHAEFFER PO BOX 3844, ITHACA, NY 14850 | DIRECTOR, PRESIDENT | 0.25 | $0 |
| KELSEY JANE GARDNER PO BOX 3844, ITHACA, NY 14850 | DIRECTOR, TREASURER | 0.1 | $0 |
| LESLIE D WAGNER PO BOX 3844, ITHACA, NY 14850 | DIRECTOR, ASSISTANT TREASURER | 0.1 | $0 |
| JAMES R FRANZ PO BOX 3844, ITHACA, NY 14850 | DIRECTOR, SECRETARY | 0.1 | $0 |
| ANDREA I KABCENELL PO BOX 3844, ITHACA, NY 14850 | DIRECTOR, ASSISTANT SECRETARY | 0.1 | $0 |
| JULIE A SCHAEFFER PO BOX 3844, ITHACA, NY 14850 | DIRECTOR, VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCY C SCHAEFFER 757 WARREN RD, ITHACA, NY 14850 | DIRECTOR, PRESIDENT | 0.25 | $0 |
| KELSEY JANE GARDNER 757 WARREN RD, ITHACA, NY 14850 | DIRECTOR, TREASURER | 0.1 | $0 |
| LESLIE D WAGNER 757 WARREN RD, ITHACA, NY 14850 | DIRECTOR, ASSISTANT TREASURER | 0.1 | $0 |
| JAMES R FRANZ 757 WARREN RD, ITHACA, NY 14850 | DIRECTOR, SECRETARY | 0.1 | $0 |
| ANDREA I KABCENELL 757 WARREN RD, ITHACA, NY 14850 | DIRECTOR, ASSISTANT SECRETARY | 0.1 | $0 |
| JULIE A SCHAEFFER 757 WARREN RD, ITHACA, NY 14850 | DIRECTOR, VICE PRESIDENT | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARCY C SCHAEFFER 92 GENUNG CIRCLE, ITHACA, NY 14850 | DIRECTOR, PRESIDENT | 0.25 | $0 |
| KELSEY JANE GARDNER 92 GENUNG CIRCLE, ITHACA, NY 14850 | DIRECTOR, TREASURER | 0.1 | $0 |
| LESLIE D WAGNER 92 GENUNG CIRCLE, ITHACA, NY 14850 | DIRECTOR, ASSISTANT TREASURER | 0.1 | $0 |
| JAMES R FRANZ 92 GENUNG CIRCLE, ITHACA, NY 14850 | DIRECTOR, SECRETARY | 0.1 | $0 |
| ANDREA I KABCENELL 92 GENUNG CIRCLE, ITHACA, NY 14850 | DIRECTOR, ASSISTANT SECRETARY | 0.1 | $0 |
| JULIE A SCHAEFFER 92 GENUNG CIRCLE, ITHACA, NY 14850 | DIRECTOR, VICE PRESIDENT | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3844, ITHACA, NY 14852-3844
- In care of
- % JAMES R FRANZ
- Signed the 990-PF
- MARCY C SCHAEFFER, PRESIDENT
- Phone
- (607) 723-5341
- Return prepared by
- JOHN G ULLMAN & ASSOC INC
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
- 45-5339818
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,748,089
- Income (IRS master file)
- $1,183,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $285,098 | $289,319 | $2,748,089 | IRS |
| 990-PF | December 2024 | $758,693 | $200,910 | $2,752,310 | IRS |
| 990-PF | December 2023 | $152,565 | $160,962 | $2,194,527 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 45-5339818).
Questions about STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC
- What is the EIN of STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC is 45-5339818.
- Is STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC 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 STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC 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 STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does STEVEN AND MARCY SCHAEFFER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $285,098, expenses of $289,319 and total assets of $2,748,089 at year end.
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