Nonprofit · EIN 85-6727202
THE TAYLOR-SCHALE FOUNDATION
Also known as JOSEPH S TAYLOR ET AL TTEE
Tax-exempt · PONTE VEDRA, FL 32082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,463,216 | $139,274 | $1,323,942 | $2,454,424 | $0 | $2,454,424 |
| December 31, 2024 | 990-PF | $828,417 | $107,236 | $721,181 | $2,373,271 | $0 | $2,373,271 |
| December 31, 2023 | 990-PF | $53,425 | $91,792 | -$38,367 | $2,126,721 | $0 | $2,126,721 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,420,975
- Dividends
- $42,241
Expenses
- Grants and similar amounts paid
- $130,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $134,430
- Excise tax on investment income
- $533
Balance sheet and other
- Total assets, start of year
- $2,373,271
- Total assets, end of year
- $2,454,424
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,454,424
- Fair market value of assets
- $5,351,763
- Qualifying distributions
- $134,430
- Net investment income
- $42,241
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 |
|---|---|---|---|
| Joseph S Taylor 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 4 | $0 |
| Judith A Taylor 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 4 | $0 |
| Steven Patrick Schale 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
| Elizabeth Rae Vidana 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
| Lisa Marie Schale-Drake 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph S Taylor 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 4 | $0 |
| Judith A Taylor 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 4 | $0 |
| Steven Patrick Schale 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
| Elizabeth Rae Vidana 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
| Lisa Marie Schale-Drake 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph S Taylor 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 4 | $0 |
| Judith A Taylor 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 4 | $0 |
| Steven Patrick Schale 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
| Elizabeth Rae Vidana 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
| Lisa Marie Schale-Drake 425 North Ocean Grande Drive Unit, 106, Ponte Vedra Beach, FL 32082 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 425 N OCEAN GRANDE DR UNIT 106, PONTE VEDRA, FL 32082-6523
- Signed the 990-PF
- Judith A Taylor, Trustee
- Phone
- (904) 540-7420
- Return prepared by
- Batts Morrison Wales & Lee PA
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
- 85-6727202
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Youth development (O50)
- Assets (IRS master file)
- $2,454,424
- Income (IRS master file)
- $1,463,216
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,463,216 | $139,274 | $2,454,424 | XML |
| 990-PF | December 2024 | $828,417 | $107,236 | $2,373,271 | XML |
| 990-PF | December 2023 | $53,425 | $91,792 | $2,126,721 | 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 85-6727202).
Questions about THE TAYLOR-SCHALE FOUNDATION
- What is the EIN of THE TAYLOR-SCHALE FOUNDATION?
- The employer identification number (EIN) of THE TAYLOR-SCHALE FOUNDATION is 85-6727202.
- Is THE TAYLOR-SCHALE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to THE TAYLOR-SCHALE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE TAYLOR-SCHALE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE TAYLOR-SCHALE 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 THE TAYLOR-SCHALE 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 THE TAYLOR-SCHALE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE TAYLOR-SCHALE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,463,216, expenses of $139,274 and total assets of $2,454,424 at year end.
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