Nonprofit · EIN 65-0379356
SCHOEN FOUNDATION
Tax-exempt · NAPLES, FL 34108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $428,936,548 | $75,865,128 | $353,071,420 | $412,048,649 | $0 | $412,048,649 |
| December 31, 2023 | 990-PF (amended) | $3,303,240 | $5,032,203 | -$1,728,963 | $27,422,876 | $0 | $27,422,876 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $423,199,607
- Dividends
- $2,759,558
- Interest
- $7,713
- Net gain from sales of assets
- $2,887,142
- Other income
- $82,528
Expenses
- Grants and similar amounts paid
- $74,109,794
- Compensation of officers, directors and key employees
- $900,000
- Salaries, compensation and benefits (total)
- $149,091
- Disbursements for charitable purposes
- $74,830,587
- Excise tax on investment income
- $65,363
Balance sheet and other
- Total assets, start of year
- $58,806,381
- Total assets, end of year
- $412,048,649
- Total liabilities, end of year
- $0
- Net assets, end of year
- $412,048,649
- Fair market value of assets
- $446,528,677
- Qualifying distributions
- $74,830,587
- Net investment income
- $5,736,941
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Karen ASutton 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Chairman/Treas/Trustee | 40 | $577,500 | $42,609 |
| Jodi Bailey 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Executive Director | 40 | $322,500 | $29,127 |
| Kelsey Sutton 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Trustee/Employee | 40 | $149,091 | $9,726 |
| Alan Hilfiker 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Trustee | 1 | $10,000 | $0 |
| Jim Werle 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Trustee | 1 | $10,000 | $0 |
| Sharon A Schoen 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | President/Trustee | 4 | $0 | $0 |
| Kathryn L Schoen 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | VP/Trustee | 4 | $0 | $0 |
| William J Schoen Jr 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | VP/Trustee | 3 | $0 | $0 |
| Kristine L Pollard 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Secr/Trustee | 4 | $0 | $0 |
| William Walker Pollard 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | 0 | 3 | $0 | $0 |
| Sharon Ainsley Sutton 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | 0 | 3 | $0 | $0 |
| Jessica K Pollard 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | 0 | 3 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jodi Bailey 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Executive Director | 40 | $213,125 |
| Karen ASutton 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Chairman/Treas/Trustee | 40 | $127,875 |
| Alan Hilfiker 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Trustee | 1 | $7,300 |
| Jim Werle 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Trustee | 1 | $7,300 |
| William J Schoen Deceased 10282023 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Chairman | 25 | $0 |
| Sharon A Schoen 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | President/Trustee | 4 | $0 |
| Kathryn L Schoen 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | VP/Trustee | 4 | $0 |
| William J Schoen Jr 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | VP/Trustee | 3 | $0 |
| Kristine L Pollard 999 Vanderbilt Beach Road Suite 500, Naples, FL 34108 | Secr/Trustee | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 999 VANDERBILT BEACH RD, NAPLES, FL 34108-3508
- In care of
- % WILLIAM J SCHOEN
- Signed the 990-PF
- Karen A Sutton, Treasurer
- Phone
- (239) 631-8509
- Return prepared by
- Werle Associates PL
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 | Not 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
- 65-0379356
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $412,048,649
- Income (IRS master file)
- $479,388,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $428,936,548 | $75,865,128 | $412,048,649 | XML |
| 990-PF | December 2023 | $3,303,240 | $5,032,203 | $27,422,876 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 65-0379356).
Questions about SCHOEN FOUNDATION
- What is the EIN of SCHOEN FOUNDATION?
- The employer identification number (EIN) of SCHOEN FOUNDATION is 65-0379356.
- Is SCHOEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to SCHOEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHOEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHOEN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHOEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SCHOEN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 5 received compensation from the organization, the highest $577,500 (Karen ASutton, Chairman/Treas/Trustee).
- How much revenue does SCHOEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $428,936,548, expenses of $75,865,128 and total assets of $412,048,649 at year end.
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