FURP.ORG / PUBLIC DATA EXPLORER

ALAN J SCHOTTENSTEIN FOUNDATION

Cite this

Plain text ALAN J SCHOTTENSTEIN FOUNDATION. furp.org, nonprofit organization profile, tax years 2023–2025. https://furp.org/org/alan-j-schottenstein-foundation-612055147. Retrieved 2026-10-22.

APA furp.org. (n.d.). ALAN J SCHOTTENSTEIN FOUNDATION [Nonprofit organization profile; tax years 2023–2025]. Retrieved October 22, 2026, from https://furp.org/org/alan-j-schottenstein-foundation-612055147

MLA “ALAN J SCHOTTENSTEIN FOUNDATION.” furp.org, tax years 2023–2025, https://furp.org/org/alan-j-schottenstein-foundation-612055147. Accessed 22 Oct. 2026.

Retrieved 2026-10-22; covers tax years 2023–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $147K · expenses $156K · assets $2.6M

EIN
61-2055147
Address
80 BERKELEY ST, NEWTON, MA 02465-2619
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 2024 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Donald W Anderson DIRECTOR2023-2025 0 $0 reported 1
Lois E Scottenstein DIRECTOR2023-2025 1 $0 reported 1
Tamara Shepard DIRECTOR2023-2025 0 $0 reported 1

People by year

2025 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD W ANDERSON DIRECTOR0 $0-$0 $01
LOIS E SCOTTENSTEIN DIRECTOR1 $0-$0 $01
TAMARA SHEPARD DIRECTOR0 $0-$0 $01
2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD W ANDERSON DIRECTOR0 $0-$0 $01
LOIS E SCOTTENSTEIN DIRECTOR1 $0-$0 $01
TAMARA SHEPARD DIRECTOR0 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DONALD W ANDERSON DIRECTOR0 $0-$0 $01
LOIS E SCOTTENSTEIN DIRECTOR1 $0-$0 $01
TAMARA SHEPARD DIRECTOR0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 10 grants to organizations · $132K
2024 · 10 grants to organizations · $98K
2023 · 1 grant to organizations · $10K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2023 · 1 contributor · $2.5M
#ContributorTypeCity, stateTotalNoncashSource
1 THE ESTATE OF ALAN J SCHOTTENSTEIN Organization or other NEWTON, MA $2,506,872$2,200,782 Form 990PF Sch. B, 2023 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$147,375$155,892 $2,581,150$2,581,150 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$86,134$122,302 $2,589,667$2,589,667 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$2,654,723$28,888 $2,625,835$2,625,835 $2,581,883- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SENS FOUNDATIONMAT20 $153,807$72,866 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
BIBER FOUNDATIONMAT20 $147,665$347,803 CO-TRUSTEE$56,958 Same NTEE code T20, revenue within 2x, same state
HENRY STEINWAY ZIEGLER AND JOURDAN ARPELLE-ZIEGLER FOUNDATIONMAT20 $140,946$272 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
SULEYMAN D CELIMLI FOUNDATIONMAT20 $150,735$8,833 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
AMG CHARITABLE FOUNDATIONMAT20 $150,415$2,286,691 PRESIDENT & TREASURER/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
ANNE R DOW FAMILY FOUNDATION INCMAT20 $145,462$103,719 PRESIDENT/DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
WILLIAM J MCKEE CHARITABLE FOUNDATIONMAT20 $141,585$442,002 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HELEN G HAUBEN FOUNDATION INCMAT20 $138,824$234,244 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BAKER ROOT FAMILY FOUNDATION INCMAT20 $151,309$37,551 President$0 Same NTEE code T20, revenue within 2x, same state
JILL H NAGORNIAK CHARITABLE FOUNDATIONMAT20 $155,118$91,801 TRUSTEE$200 Same NTEE code T20, revenue within 2x, same state
GOYAL FAMILY CHARITABLE FOUNDATION INCMAT20 $148,582$67,741 President$0 Same NTEE code T20, revenue within 2x, same state
D KIM FOUNDATION FOR THE HISTORY OF SCIENCE AND TECHNOLOGY IN EAST ASMAT20 $138,470$325,609 PRES/TREAS/DIR$0 Same NTEE code T20, revenue within 2x, same state
LARSON CEDERBERG CHARITABLE FOUNDATION INCMAT20 $137,727$602,677 Trustee$0 Same NTEE code T20, revenue within 2x, same state
WILLIAM AND NANCY KIRK SCHOLARSHIP FUND TRMAT20 $145,887$167,922 TRUSTEE$7,200 Same NTEE code T20, revenue within 2x, same state
YOUVE GOT A FRIEND INCMAT20 $142,767$160,750 President & Treasurer$0 Same NTEE code T20, revenue within 2x, same state
PROACTIVE PHILANTHROPY INCMAT20 $144,922$378,770 PRESIDENT$52,000 Same NTEE code T20, revenue within 2x, same state
SUSAN KLINGENSTEIN FAMILY FOUNDATIONNYT20 $141,453$360,288 PRESDIENT AND TREASURER$0 Same NTEE code T20, revenue within 2x
J & R FOUNDATIONNYT20 $150,347$75,328 President$0 Same NTEE code T20, revenue within 2x
STEVEN J AND ROBIN ROTTER FAMILY FOUNDATIONNYT20 $141,831$65,682 PRESIDENT$0 Same NTEE code T20, revenue within 2x
ALAN AND RUBY RIEDEL FOUNDATIONTXT20 $150,293$419,829 Secretary$0 Same NTEE code T20, revenue within 2x
JKS FOUNDATIONUTT20 $145,300$133,845 DIRECTOR$500 Same NTEE code T20, revenue within 2x
ASL FOUNDATIONNJT20 $140,047$23,890 TRUSTEE$0 Same NTEE code T20, revenue within 2x
ALIKHAN FOUNDATION INCTXT20 $152,544$125,231 MEMBER$0 Same NTEE code T20, revenue within 2x
SCOTT FAMILY FOUNDATIONILT20 $154,978$343,292 Director$0 Same NTEE code T20, revenue within 2x
LUCY KLINGENSTEIN FAMILY FOUNDATIONNYT20 $153,463$362,374 PRESIDENT AND TREASURER$0 Same NTEE code T20, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WAL-DOT FOUNDATION Private foundation$1,250,0002 12011–2015 SENS FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$38,6002 12023–2024 YOUVE GOT A FRIEND INC
KAREN A AND KEVIN W KENNEDY FOUNDATION C/O GOLDMAN SACHS & CO Private foundation$5,0001 12023–2023 YOUVE GOT A FRIEND INC
HELEN BENHAM FOUNDATION Private foundation$5,0001 12012–2012 YOUVE GOT A FRIEND INC
DWYER FAMILY FOUNDATION INC Private foundation$3,0001 12023–2023 YOUVE GOT A FRIEND INC
VAN DEVENDER FOUNDATION Private foundation$1,2002 12020–2022 YOUVE GOT A FRIEND INC
PECHTER FOUNDATION Private foundation$1,0001 12015–2015 YOUVE GOT A FRIEND INC
CAROL AND GENE LUDWIG FAMILY FOUNDATION Private foundation$1,0001 12021–2021 YOUVE GOT A FRIEND INC
JOAN AND LEONARD BARON FOUNDATION INC Private foundation$1,0002 12024–2025 RML FOUNDATION
COLUMBUS FOUNDATION DAF sponsor$7502 12014–2015 KIDDS FOUNDATION
SIMMONS FAMILY FOUNDATION INC Private foundation$5001 12021–2021 YOUVE GOT A FRIEND INC
THE BOB AND KAREN WORTHAM CHARITABLE FOU Private foundation$5001 12022–2022 PHC FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$2238 22020–2023 KIDDS FOUNDATION; YOUVE GOT A FRIEND INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $155,892 spent · pay $0 · grants $132,300 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $132,300 84.9%
Fees: other professional $18,095 11.6%
Fees: accounting $3,100 2.0%
Taxes $2,272 1.5%
Other expenses $125 0.1%
Total$155,892100%

View the filing

2024 · Form 990PF · $122,302 spent · pay $0 · grants $98,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $98,200 80.3%
Fees: other professional $17,501 14.3%
Fees: accounting $2,950 2.4%
Taxes $2,466 2.0%
Other expenses $1,185 1.0%
Total$122,302100%

View the filing

2023 · Form 990PF · $28,888 spent · pay $0 · grants $10,000 · events $0
LineAs describedTotalShare
Fees: other professional $18,135 62.8%
Contributions, gifts, grants paid $10,000 34.6%
Taxes $753 2.6%
Total$28,888100%

View the filing