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Nonprofit · EIN 84-1548781

SCHMITZ FAMILY FOUNDATION

Tax-exempt · DENVER, CO 80210

Financials

$3.8M$2.3M2023$3.7M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of SCHMITZ FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,674,763$2,645,710$1,029,053$301,752$0$55,528,839
December 31, 2023990-PF$3,759,888$2,313,385$1,446,503$54,101,518$0$54,101,518
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$742,673
Net gain from sales of assets
$1,777,240
Other income
$1,154,850

Expenses

Grants and similar amounts paid
$2,392,750
Compensation of officers, directors and key employees
$81,250
Disbursements for charitable purposes
$2,392,750
Excise tax on investment income
$34,465

Balance sheet and other

Total assets, start of year
$54,101,518
Total assets, end of year
$301,752
Total liabilities, end of year
$0
Net assets, end of year
$55,528,839
Fair market value of assets
$301,752
Qualifying distributions
$2,392,750
Net investment income
$2,669,212

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.

NameTitleHours / weekCompensation
ANNIE MCBOURNIE
3260 S MONROE STREET, DENVER, CO 80210
PRESIDENT10$81,250
JULIE BUNSNESS
4207 MONTVIEW BLVD, DENVER, CO 80207
VICE PRESIDENT1$0
PAT JOB
5151 MONTVIEW BLVD, DENVER, CO 80207
SECRETARY1$0
RICHARD SCHMITZ
5505 SOUTH STEELE ST, GREENWOOD VILLAGE, CO 80121
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ANNIE MCBOURNIE
3260 S MONROE STREET, DENVER, CO 80210
PRESIDENT10$70,000
JULIE BUNSNESS
4207 MONTVIEW BLVD, DENVER, CO 80207
VICE PRESIDENT1$0
PAT JOB
5151 MONTVIEW BLVD, DENVER, CO 80207
SECRETARY1$0
RICHARD SCHMITZ
5505 SOUTH STEELE ST, GREENWOOD VILLAGE, CO 80121
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
3260 S MONROE ST, DENVER, CO 80210-6946
In care of
% ANN MCBOURNIE
Signed the 990-PF
Ann McBournie, President
Phone
(303) 257-5419
Return prepared by
Convergence CPA Group 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-1548781
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$55,528,840
Income (IRS master file)
$58,524,661

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,674,763$2,645,710$301,752IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$3,759,888$2,313,385$54,101,518XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 84-1548781).

Questions about SCHMITZ FAMILY FOUNDATION

What is the EIN of SCHMITZ FAMILY FOUNDATION?
The employer identification number (EIN) of SCHMITZ FAMILY FOUNDATION is 84-1548781.
Is SCHMITZ FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to SCHMITZ FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHMITZ FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHMITZ FAMILY 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 SCHMITZ FAMILY 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 SCHMITZ FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $81,250 (ANNIE MCBOURNIE, PRESIDENT).
How much revenue does SCHMITZ FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,674,763, expenses of $2,645,710 and total assets of $301,752 at year end.

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