SCHAEFER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SCHAEFER FOUNDATION (EIN 22-6042871)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202323199349102477
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-15T13:48:50-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650421266PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CATARINEAU & GIVENS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18000 SW 117TH AVE STE 204AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP331834809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226042871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCHAEFER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHABusinessNameControlTxt
Phone3522581444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1517 FRESH POND ROADAddressLine1Txt
CityPONTE VERDA BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM C SCHAEFERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6108457355PhoneNum
Signature2023-11-13SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastSCHAEFERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCARMEN CATARINEAUPreparerPersonNm
PTINP01069740PTIN
Phone3055967883PhoneNum
Preparation2023-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$471,866FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$11,214DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,214DividendsNetInvstIncmAmt
Dividends Adj Net Incm$11,214DividendsAdjNetIncmAmt
Total Rev And Expnss$111,214TotalRevAndExpnssAmt
Total Net Invst Incm$11,214TotalNetInvstIncmAmt
Total Adj Net Incm$11,214TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$441OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$441TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,912ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,912ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,353TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,912TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$96,861ExcessRevenueOverExpensesAmt
Net Investment Income$11,214NetInvestmentIncomeAmt
Adjusted Net Income$11,214AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,319CashBOYAmt
Cash EOY$6,966CashEOYAmt
Cash EOYFMV$6,966CashEOYFMVAmt
Other Investments BOY$324,152OtherInvestmentsBOYAmt
Other Investments EOY$420,366OtherInvestmentsEOYAmt
Other Investments EOYFMV$464,900OtherInvestmentsEOYFMVAmt
Total Assets BOY$330,471TotalAssetsBOYAmt
Total Assets EOY$427,332TotalAssetsEOYAmt
Total Assets EOYFMV$471,866TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$330,471RetainedEarningBOYAmt
Retained Earning EOY$427,332RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$330,471TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$427,332TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$330,471TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$427,332TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$330,471TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$96,861ExcessRevenueOverExpensesAmt
Subtotal$427,332SubtotalAmt
Tot Net Ast Or Fund Balances EOY$427,332TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$156InvestmentIncomeExciseTaxAmt
Subtotal$156SubtotalAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Tax Due$156TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CATARINEAU & GIVENS PABusinessNameLine1Txt
Business Name Line2CATARINEAU & GIVENS PABusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone3055967883PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18000 SW 117 AVENUE 204AddressLine1Txt
Address Line28000 SW 117 AVENUE 204AddressLine2Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33183ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR JB SCHAEFER JR
161 HARDT HILL ROADBECHTELSVILLEPA19505PRESIDENT000.00$0$0$0
WILLIAM C SCHAEFER
1909 SW 106 TERRACEGAINESVILLEFL32607TREASURER000.00$0$0$0
TERRY A THOMPSON
79 MINE MOUNT ROADBERNARDSVILLENJ07924TRUSTEE000.00$0$0$0
JOSEPH H SCHAEFER
11167 MONET WOODS ROADPALM BEACH GARDENSFL33410TRUSTEE000.00$0$0$0
JANA K BOVINO
23 DUNKIN DRIVEWASHINGTON CROSSINGPA18977SECRETARY000.00$0$0$0
MIMI ARMSTRONG
1917 WILL SCARLET LANESANTA ROSACA95405TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$464,901AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,211AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$473,112TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$473,112AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,097CashDeemedCharitableAmt
Net Vl Noncharitable Assets$466,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,301MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,301MinimumInvestmentReturnAmt
Tax Based On Investment Income$156TaxBasedOnInvestmentIncomeAmt
Total Tax$156TotalTaxAmt
Distributable Before Adj$23,145DistributableBeforeAdjAmt
Distributable Before Ded$23,145DistributableBeforeDedAmt
Distributable As Adjusted$23,145DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,912ExpensesAndContributionsAmt
Qualifying Distributions$13,912QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,145DistributableAsAdjustedAmt
Undistributed Income PY$11,060UndistributedIncomePYAmt
Qualifying Distributions$13,912QualifyingDistributionsAmt
Applied To Year1$11,060AppliedToYear1Amt
Applied To Current Year$2,852AppliedToCurrentYearAmt
Undistributed Income CY$20,293UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
25TH INFANTRY DIVISION SCHOLARSHIP
25TH INFANTRY DIVISION SCHOLARSHIP FUNDPO BOX 7PO BOX 7FLOURTOWNPA19031EDUCATIONAL$250
A WOMAN'S PLACE
A WOMAN'S PLACEPO BOX 299PO BOX 299DOYLESTOWNPA18901CHARITABLE$500
BALLY COMMUNITY AMBULANCE
BALLY COMMUNITY AMBULANCE537 CHESTNUT STREET537 CHESTNUT STREETBALLYPA19503CHARITABLE$100
BEST FRIENDS ANIMAL SOCIETY
BEST FRIENDS ANIMAL SOCIETY5001 ANGEL CANYON ROAD5001 ANGEL CANTON ROADKANABUT84741CHARITABLE$1,000
BOYERTOWN HISTORICAL SOCIETY
BOYERTOWN HISTORICAL SOCIETY43 S CHESTNUT STREET43 S CHESTNUT STREETBOYERTOWNPA19512CHARITABLE$50
BUCKS COUNTY HOUSING GROUP
BUCKS COUNTY HOUSING GROUP626 JACKSONVILLE ROAD626 JACKSONVILLE ROADWARMINSTERPA18974CHARITABLE$250
DAUGHTERS OF WISDOM
DAUGHTERS OF WISDOM385 OCEAN AVENUE385 OCEAN AVENUEISLIPNY11751CHARITABLE$1,000
DISABLE AMERICAN VETERANS
DISABLED AMERICAN VETERANS1201 NW 16TH ST1201 NW 16TH STMIAMIFL33125CHARITABLE$250
ENVIRONMENTAL DEFENSE FUND
ENVIRONMENTAL DEFENSE FUND257 PARK AVENUE SOUTH257 PARK AVENUE SOUTHNEW YORKNY10010CHARITABLE$50
FRIENDS OF THE DELAWARE CANAL
FRIENDS OF THE DELAWARE CANAL145 SOUTH MAIN STREET145 SOUTH MAIN STREETNEW HOPEPA18938CHARITABLE$250
HISTORICAL SOCIETY OF READING
HISTORICAL SOCIETY OF READING940 CENTRE AVE940 CENTRE AVEREADINGPA19601CHARITABLE$77
NATIONAL PARKS CONSERVATORY
NATIONAL PARKS CONSERVATORY777 6TH STREET NW 700777 6TH STREET NW 700WASHINGTONDC20001CHARITABLE$50
OAK HALL SCHOOL
OAK HALL SCHOOL1700 SW 75TH ST1700 SW 75TH STGAINESVILLEFL32607EDUCATIONAL$250
PROSTATE CANCER FOUNDATION
PROSTATE CANCER FOUNDATION1250 FOURTH STREET1250 FOURTH STREETSANTA MONICACA90401CHARITABLE$100
RANSOM EVERGLADES SCHOOL FUND
RANSOM EVERGLADES SCHOOL FUND3575 MAIN HIGHWAY3575 MAIN HIGHWAYCOCONUT GROVEFL33133EDUCATIONAL$250
SALVATION ARMY OF PALM BEACH
SALVATION ARMY OF PALM BEACH2100 PALM BEACH LAKES BLV2100 PALM BEACH LAKES BLVWEST PALM BEACHFL33409CHARITABLE$50
SOUTH EASTERN GUIDE DOGS
SOUTH EASTERN GUIDE DOGS4210 77TH STRET EAST4210 77TH ST EASTPALMETTOFL34221CHARITABLE$3,000
ST PAUL'S CATHOLIC CHURCH
ST PAUL'S CATHOLIC CHURCH151 N 9TH ST151 N 9TH STREADINGPA19601CHARITABLE$1,000
UNITED SERVICE ORGANIZATIONS
UNITED SERVICE ORGANIZATIONSPO BOX 96860PO BOX 96860WASHINGTONDC20077CHARITABLE$100
UNIVERSITY OF MIAMI
UNIVERSITY OF MIAMIPO BOX 248027PO BOX 248027CORAL GABLESFL33124EDUCATIONAL$250
WHITE HOUSE
WHITE HOUSE1600 PENNSYLVANIA AVE NW1600 PENNSYLVANIA AVE NWWASHINGTONDC20500CHARITABLE$100
WORLD WILDLIFE FUND
WORLD WILDLIFE FUNDPO BOX 97180PO BOX 97180WASHINGTONDC20090CHARITABLE$785
AMERICAN FARMLAND TRUST
AMERICAN FARMLAND TRUST1150 CONNECTICUT AVE NW1150 CONNECTICUT AVE NWWASHINGTONDC20036CHARITABLE$50
AMERICAN HEART ASSOC
AMERICAN HEART ASSOCI7272 GREENVILLE AVENUE7272 GREENVILLE AVENUEDALLASTX75231CHARITABLE$35
ARTSQUEST
ARTSQUEST101 FOUNDERS WAY101 FOUNDERS WAYBETHLEHEMPA18015CHARITABLE$50
HAWK MOUNTAIN SANCTUARY
HAWK MOUNTAIN SANCTUARY1700 HAWK MOUNTAIN ROAD1700 HAWK MOUNTAIN ROADKEMPTONPA19529CHARITABLE$50
HISTORICAL SOCIETY OF BERK CO
HISTORICAL SOCIETY OF BERK CO940 CENTRE AVE940 CENTRE AVEREADINGPA19601CHARITABLE$75
IAMAT
IAMAT2430 MILITARY RD 2792430 MILITARY RD 279NIAGARA FALLSNY14304CHARITABLE$100
KQED
KQED2601 MARIPOSA ST2601 MARIPOAS STSAN FRANCISCOCA94110CHARITABLE$1,000
KUTZTOWN HISTORICAL SOCIETY
KUTZTOWN HISTORICAL SOCIETY212 S WHITEOAK ST212 S WHITEOAK STKUTZTOWNPA19530CHARITABLE$15
NATIONAL WILDLIFE FEDERATION
NATIONAL WILDLIFE FEDERATIONPO BOX 1583PO BOX 1583MERRIFIELDVA22116CHARITABLE$50
OCEAN CONSERVATORY
OCEAN CONSERVATORY1300 19TH ST NW 8TH FLR1300 19TH ST NW 8TH FLRWASHINGTONDC20036CHARITABLE$50
PENNSYLVANIA HORTICULTURAL SOCIETY
PENNSYLVANIA HORTICULTURAL SOCIETY100 N 20TH ST100 N 20TH STPHILADELPHIAPA19103CHARITABLE$50
PONTE VEDRA ATHLETIC ASSOC
PONTE VEDRA ATHLETIC ASSOCPO BOX 3260PO BOX 3260PONTE VEDRA BEACHFL32004CHARITABLE$1,400
UNICEF
UNICEF125 MAIDEN LANE125 MAIDEN LANENEW YORKNY10038CHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,637TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,214RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$11,214RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,214TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FRANKLIN GROWTH FUNDAT COST$67,299$85,358
FRANKLIN SMALL CAPAT COST$111,736$110,394
TEMPLETON GROWTH FUNDAT COST$241,331$269,148

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE$441

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