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Nonprofit · EIN 11-2856561

THE CAROLINE AND SIGMUND SCHOTT FUND

Tax-exempt · CAMBRIDGE, MA 02139

Financials

$168K$1.3M2022$513K$1M2023$1.9M$4.2M2024
Revenue Expenses · by fiscal year end
Financials of THE CAROLINE AND SIGMUND SCHOTT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,948,119$4,233,119-$2,285,000$38,379,369$1,848,497$36,530,872
December 31, 2023990-PF$513,284$1,028,188-$514,904$38,990,208$253,115$38,737,093
June 30, 2023990-PF$167,644$1,341,571-$1,173,927$39,919,386$1,061,590$38,857,796
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$575,606
Interest
$353
Net gain from sales of assets
$736,580
Other income
$635,580

Expenses

Grants and similar amounts paid
$3,310,969
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$283,087
Disbursements for charitable purposes
$2,281,889
Excise tax on investment income
$31,383

Balance sheet and other

Total assets, start of year
$38,990,208
Total assets, end of year
$38,379,369
Total liabilities, end of year
$1,848,497
Net assets, end of year
$36,530,872
Fair market value of assets
$38,379,369
Qualifying distributions
$2,281,889
Net investment income
$2,800,243

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
GREG JOBIN-LEEDS
C/O SCHOTT FUND PO BOX 391408, CAMBRIDGE, MA 02139
CHAIR/PRESIDENT/TREASURER6$0
MARIA JOBIN-LEEDS
C/O SCHOTT FUND PO BOX 391408, CAMBRIDGE, MA 02139
VICE-CHAIR/SECRETARY0.25$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
GREG JOBIN-LEEDS
C/O SCHOTT FUND PO BOX 391408, CAMBRIDGE, MA 02139
CHAIR/PRESIDENT/TREASURER6$0
MARIA JOBIN-LEEDS
C/O SCHOTT FUND PO BOX 391408, CAMBRIDGE, MA 02139
VICE-CHAIR/SECRETARY0.25$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensationOther / benefits
THALIA CARROLL-CACHIMUEL
PO BOX 391408, CAMBRIDGE, MA 02139
COMMUNICATIONS ASSOC
Highest-paid employee
40$48,531$2,306
GREG JOBIN-LEEDS
C/O SCHOTT FUND PO BOX 391408, CAMBRIDGE, MA 02139
CHAIR/PRESIDENT/TREASURER6$0$0
MARIA JOBIN-LEEDS
C/O SCHOTT FUND PO BOX 391408, CAMBRIDGE, MA 02139
VICE-CHAIR/SECRETARY0.25$0$0

Address and contacts

Address (IRS master file)
678 MASS AVE 7TH FLOOR, CAMBRIDGE, MA 02139-3355
In care of
% MARGO BRATHWAITE
Signed the 990-PF
GREG JOBIN-LEEDS, CHAIR/PRESIDENT/TREASURER
Phone
(617) 499-9901
Return prepared by
CBIZ ADVISORS LLC

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
11-2856561
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$38,379,369
Income (IRS master file)
$1,948,203

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,948,119$4,233,119$38,379,369XML
990-TDecember 2024–––IRS
990-PFDecember 2023$513,284$1,028,188$38,990,208XML
990-TDecember 2023–––IRS
990-PFJune 2023$167,644$1,341,571$39,919,386XML
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 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 11-2856561).

Questions about THE CAROLINE AND SIGMUND SCHOTT FUND

What is the EIN of THE CAROLINE AND SIGMUND SCHOTT FUND?
The employer identification number (EIN) of THE CAROLINE AND SIGMUND SCHOTT FUND is 11-2856561.
Is THE CAROLINE AND SIGMUND SCHOTT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THE CAROLINE AND SIGMUND SCHOTT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE CAROLINE AND SIGMUND SCHOTT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of THE CAROLINE AND SIGMUND SCHOTT FUND 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 THE CAROLINE AND SIGMUND SCHOTT FUND 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 THE CAROLINE AND SIGMUND SCHOTT FUND?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does THE CAROLINE AND SIGMUND SCHOTT FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,948,119, expenses of $4,233,119 and total assets of $38,379,369 at year end.

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