Nonprofit · EIN 03-0503064
HENRY O SCHAEFER FAMILY FOUNDATION
Tax-exempt · ROANOKE, VA 24018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,962 | $75,694 | -$22,732 | $835,241 | $0 | $835,241 |
| December 31, 2024 | 990-PF | $15,488 | $75,543 | -$60,055 | $857,973 | $0 | $857,973 |
| December 31, 2023 | 990-PF | $52,417 | $77,878 | -$25,461 | $918,028 | $0 | $918,028 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,167
- Interest
- $7
- Net gain from sales of assets
- $29,788
Expenses
- Grants and similar amounts paid
- $27,500
- Compensation of officers, directors and key employees
- $30,000
- Disbursements for charitable purposes
- $46,735
- Excise tax on investment income
- $350
Balance sheet and other
- Total assets, start of year
- $857,973
- Total assets, end of year
- $835,241
- Total liabilities, end of year
- $0
- Net assets, end of year
- $835,241
- Fair market value of assets
- $1,074,132
- Qualifying distributions
- $46,735
- Net investment income
- $52,962
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 |
|---|---|---|---|
| Henry R Schaefer 5064 Fox Ridge Rd, Roanoke, VA 24018 | Director | 1 | $10,000 |
| Thomas Schaefer 84 Reynolds Road, Grand Isle, VT 05458 | Director | 1 | $10,000 |
| Peter Schaefer 7100 Greenwood Ave N, Seattle, WA 98103 | Director | 1 | $10,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Henry R Schaefer 5064 Fox Ridge Rd, Roanoke, VA 24018 | Director | 1 | $10,000 |
| Thomas Schaefer 84 Reynolds Road, Grand Isle, VT 05458 | Director | 1 | $10,000 |
| Peter Schaefer 1138 N 82nd Street, Seattle, WA 98103 | Director | 1 | $10,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Henry R Schaefer 5064 Fox Ridge Rd, Roanoke, VA 24018 | Director | 1 | $10,000 |
| Thomas Schaefer 84 Reynolds Road, Grand Isle, VT 05458 | Director | 1 | $10,000 |
| Peter Schaefer 1138 N 82nd Street, Seattle, WA 98103 | Director | 1 | $10,000 |
Address and contacts
- Address (IRS master file)
- 5064 FOX RIDGE RD, ROANOKE, VA 24018-8717
- In care of
- % LALLY & LALLY
- Signed the 990-PF
- Henry R Schaefer, Director
- Phone
- (540) 525-9481
- Return prepared by
- Grippin Donlan & Pinkham PLC
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
- 03-0503064
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $835,241
- Income (IRS master file)
- $360,828
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,962 | $75,694 | $835,241 | IRS |
| 990-PF | December 2024 | $15,488 | $75,543 | $857,973 | IRS |
| 990-PF | December 2023 | $52,417 | $77,878 | $918,028 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 03-0503064).
Questions about HENRY O SCHAEFER FAMILY FOUNDATION
- What is the EIN of HENRY O SCHAEFER FAMILY FOUNDATION?
- The employer identification number (EIN) of HENRY O SCHAEFER FAMILY FOUNDATION is 03-0503064.
- Is HENRY O SCHAEFER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to HENRY O SCHAEFER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY O SCHAEFER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY O SCHAEFER FAMILY 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 HENRY O SCHAEFER FAMILY 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 HENRY O SCHAEFER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $10,000 (Henry R Schaefer, Director).
- How much revenue does HENRY O SCHAEFER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,962, expenses of $75,694 and total assets of $835,241 at year end.
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