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Nonprofit · EIN 04-3347626

SCHOONER FOUNDATION

Also known as RYAN VINCENT J TTEE

Tax-exempt · BOSTON, MA 02111

Financials

$17.6M$12.2M2023$18.7M$27.7M2024
Revenue Expenses · by fiscal year end
Financials of SCHOONER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$18,739,313$27,723,664-$8,984,351$253,702,589$7,015,178$246,687,411
December 31, 2023990-PF$17,575,111$12,232,922$5,342,189$248,732,681$8,010,728$240,721,953
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$6,506,965
Interest
$237,013
Net gain from sales of assets
$11,995,027
Other income
$308

Expenses

Grants and similar amounts paid
$19,435,798
Compensation of officers, directors and key employees
$207,511
Disbursements for charitable purposes
$19,829,603
Excise tax on investment income
$152,290

Balance sheet and other

Total assets, start of year
$248,732,681
Total assets, end of year
$253,702,589
Total liabilities, end of year
$7,015,178
Net assets, end of year
$246,687,411
Fair market value of assets
$253,702,589
Qualifying distributions
$19,829,603
Net investment income
$18,739,313

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
Julia B Pettengill
64 Dartmouth Street, Belmont, MA 02478
Executive Director40$203,870
Vincent J Ryan
10703 Charleston Drive, Vero Beach, FL 32963
Trustee5$0
Stephen D Maiocco
23 Gerloff Road, Falmouth, MA 02540
Trustee2$0
Stephanie R Ditenhafer
2504 Oakland Avenue, Nashville, TN 37212
Trustee1$0
Nicholas L Ryan
175 Richdale Ave 103, Cambridge, MA 02140
Trustee1$0
Kimberly R Dano
2611 Oakland Avenue, Nashville, TN 37212
Trustee1$0
Jonathan Corbett
34 Auburndale Road, Marblehead, MA 01945
Treasurer2$0
Jennifer Ryan
41 Barnard Hill Rd, Boylston, MA 01505
Trustee1$0
Cynthia A Ryan
514 Americas Way PMB 16304, Box Elder, SD 577197600
Trustee/Director1$0
Carla E Meyer
10703 Charleston Drive, Vero Beach, FL 32963
Trustee1$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
Julia B Pettengill
64 Dartmouth Street, Belmont, MA 02478
Executive Director40$164,252
Vincent J Ryan
10703 Charleston Drive, Vero Beach, FL 32963
Trustee5$0
Carla E Meyer
10703 Charleston Drive, Vero Beach, FL 32963
Trustee1$0
Jennifer Ryan
41 Barnard Hill Rd, Boylston, MA 01505
Trustee1$0
Cynthia A Ryan
514 Americas Way PMB 16304, Box Elder, SD 577197600
Trustee/Director1$0
Kimberly R Dano
2611 Oakland Avenue, Nashville, TN 37212
Trustee1$0
Stephanie R Ditenhafer
2504 Oakland Avenue, Nashville, TN 37212
Trustee1$0
Stephen D Maiocco
23 Gerloff Road, Falmouth, MA 02540
Trustee/Treasurer in 20232$0
Nicholas L Ryan
175 Richdale Ave 103, Cambridge, MA 02140
Trustee1$0
Jonathan Corbett
34 Auburndale Road, Marblehead, MA 01945
Treasurer in 20242$0

Address and contacts

Address (IRS master file)
60 SOUTH ST STE 1120, BOSTON, MA 02111-5103
In care of
% SCHOONER CAPITAL LLC
Signed the 990-PF
Jonathan Corbett, Treasurer
Phone
(617) 963-5200
Return prepared by
Plante & Moran PLLC

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
04-3347626
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$253,702,589
Income (IRS master file)
$64,831,107

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$18,739,313$27,723,664$253,702,589XML
990-TDecember 2024–––IRS
990-PFDecember 2023$17,575,111$12,232,922$248,732,681XML
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-PFDecember 2017–––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 04-3347626).

Questions about SCHOONER FOUNDATION

What is the EIN of SCHOONER FOUNDATION?
The employer identification number (EIN) of SCHOONER FOUNDATION is 04-3347626.
Is SCHOONER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to SCHOONER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHOONER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHOONER 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 SCHOONER 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 SCHOONER FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $203,870 (Julia B Pettengill, Executive Director).
How much revenue does SCHOONER FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,739,313, expenses of $27,723,664 and total assets of $253,702,589 at year end.

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