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Nonprofit · EIN 16-6500223

DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999

Also known as SCHNEEWEISS DAVID & HALLIE TTEE

Tax-exempt · ESTERO, FL 33967

Financials

$158K$30K2023$425K$71K2024$171K$78K2025
Revenue Expenses · by fiscal year end
Financials of DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$170,791$78,429$92,362$1,538,883$0$1,538,883
December 31, 2024990-PF$425,119$71,040$354,079$1,444,202$0$1,444,202
December 31, 2023990-PF (amended)$157,933$29,846$128,087$934,594$0$934,594
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$116,852
Dividends
$63,538
Interest
$22
Net gain from sales of assets
$6,546
Other income
-$16,167

Expenses

Grants and similar amounts paid
$77,100
Disbursements for charitable purposes
$77,100
Excise tax on investment income
$933

Balance sheet and other

Total assets, start of year
$1,444,202
Total assets, end of year
$1,538,883
Total liabilities, end of year
$0
Net assets, end of year
$1,538,883
Fair market value of assets
$2,157,543
Qualifying distributions
$77,100
Net investment income
$67,099

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.

NameTitleHours / weekCompensation
DAVID F SCHNEEWEISS
19721 VINTAGE TRACE CIRCLE, ESTERO, FL 33967
TRUSTEE2$0
HALLIE F SCHNEEWEISS
19721 VINTAGE TRACE CIRCLE, ESTERO, FL 33967
TRUSTEE2$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
DAVID F SCHNEEWEISS
19721 VINTAGE TRACE CIRCLE, ESTERO, FL 33967
TRUSTEE2$0
HALLIE F SCHNEEWEISS
19721 VINTAGE TRACE CIRCLE, ESTERO, FL 33967
TRUSTEE2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DAVID F SCHNEEWEISS
19721 VINTAGE TRACE CIRCLE, ESTERO, FL 33967
TRUSTEE2$0
HALLIE F SCNEEWEISS
19721 VINTAGE TRACE CIRCLE, ESTERO, FL 33967
TRUSTEE2$0

Address and contacts

Address (IRS master file)
19721 VINTAGE TRACE CIR, ESTERO, FL 33967-0502
Signed the 990-PF
HALLIE F SCHNEEWEISS, TRUSTEE
Phone
(716) 432-1893
Return prepared by
RICHARD J KOCH CPA

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
16-6500223
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,538,883
Income (IRS master file)
$221,197

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$170,791$78,429$1,538,883IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$425,119$71,040$1,444,202IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$157,933$29,846$934,594XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 16-6500223).

Questions about DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999

What is the EIN of DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999?
The employer identification number (EIN) of DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 is 16-6500223.
Is DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 file?
Form 990-PF. Private foundations file every year.
When is the next return of DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 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 DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 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 DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does DAVID F & HALLIE F SCHNEEWEISS CHARITABLE TR 12301999 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $170,791, expenses of $78,429 and total assets of $1,538,883 at year end.

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