Nonprofit · EIN 04-6746134
LIVING WATERS TR
Also known as SCHULTZ PETER B TTEE
Tax-exempt · TYSONS, VA 22102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $914,350 | $1,259,081 | -$344,731 | $18,061,208 | $163,668 | $17,897,540 |
| December 31, 2023 | 990-PF | -$1,498,999 | $1,161,785 | -$2,660,784 | $18,518,137 | $203,668 | $18,314,469 |
| December 31, 2021 | 990-PF (amended) | $2,466,390 | $964,104 | $1,502,286 | $20,476,409 | $22,000 | $20,454,409 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $311,623
- Interest
- $93,178
- Net gain from sales of assets
- $269,312
- Other income
- $240,237
Expenses
- Grants and similar amounts paid
- $991,498
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,016,498
- Excise tax on investment income
- $6,833
Balance sheet and other
- Total assets, start of year
- $18,518,137
- Total assets, end of year
- $18,061,208
- Total liabilities, end of year
- $163,668
- Net assets, end of year
- $17,897,540
- Fair market value of assets
- $23,146,238
- Qualifying distributions
- $1,016,498
- Net investment income
- $663,367
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER B SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 8 | $0 |
| KAREN GOTTLIEB SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 1 | $0 |
| GABRIEL DAVID GOTTLIEB SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER B SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 8 | $0 |
| KAREN GOTTLIEB SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 1 | $0 |
| GABRIEL DAVID GOTTLIEB SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER B SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 8 | $0 |
| KAREN GOTTLIEB SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 1 | $0 |
| GABRIEL DAVID GOTTLIEB SCHULZE 6901 HOLLYTREE CIRCLE, TYLER, TX 75703 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO KP8405 GREENSBORO DRIVE900, TYSONS, VA 22102-0000
- In care of
- % KEEL POINT
- Signed the 990-PF
- PETER B SCHULZE, TRUSTEE
- Phone
- (703) 807-2020
- Return prepared by
- COOPERSMITH SIMON & VOGEL PC
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 | Not 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
- 04-6746134
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,061,208
- Income (IRS master file)
- $2,572,168
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $914,350 | $1,259,081 | $18,061,208 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | -$1,498,999 | $1,161,785 | $18,518,137 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $2,466,390 | $964,104 | $20,476,409 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 04-6746134).
Questions about LIVING WATERS TR
- What is the EIN of LIVING WATERS TR?
- The employer identification number (EIN) of LIVING WATERS TR is 04-6746134.
- Is LIVING WATERS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to LIVING WATERS TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LIVING WATERS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LIVING WATERS TR 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 LIVING WATERS TR 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 LIVING WATERS TR?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does LIVING WATERS TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $914,350, expenses of $1,259,081 and total assets of $18,061,208 at year end.
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