Nonprofit · EIN 20-6771963
SCHOEN FAMILY CHARITABLE TRUST
Also known as JOHN A SCHOEN TTEE
Tax-exempt · LOUDON, TN 37774
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $303,753 | $339,534 | -$35,781 | $4,846,129 | $0 | $4,846,129 |
| December 31, 2024 | 990-PF | $3,676,282 | $173,663 | $3,502,619 | $4,881,910 | $0 | $4,881,910 |
| December 31, 2023 | 990-PF | $362,892 | $107,772 | $255,120 | $1,379,291 | $0 | $1,379,291 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $172,362
- Interest
- $47
- Net gain from sales of assets
- $131,344
Expenses
- Grants and similar amounts paid
- $281,290
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $339,534
- Excise tax on investment income
- $3,413
Balance sheet and other
- Total assets, start of year
- $4,881,910
- Total assets, end of year
- $4,846,129
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,846,129
- Fair market value of assets
- $7,093,183
- Qualifying distributions
- $339,534
- Net investment income
- $303,753
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 | Other / benefits |
|---|---|---|---|---|
| Laura Mootz 3552 DeKalb Lane, Neenah, WI 54956 | Trustee | 8 | $0 | $22,931 |
| Andrew Schoen 18811 Fortson Ave, Dallas, TX 75252 | Trustee | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Laura Mootz 3552 DeKalb Lane, Neenah, WI 54956 | Trustee | 5 | $0 | $8,011 |
| Andrew Schoen 18811 Fortson Ave, Dallas, TX 75252 | Trustee | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Schoen 1225 Hiawatha, East Dubuque, IL 610250125 | Trustee | 1 | $0 |
| Laura Mootz 3552 DeKalb Lane, Neenah, WI 54956 | Trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 510 IGOTI PL, LOUDON, TN 37774-6921
- In care of
- % LAURA MOOTZ
- Signed the 990-PF
- Laura J Mootz, Trustee
- Phone
- (920) 284-7482
- Website
- schoenfoundation.org
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
- 20-6771963
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $4,846,129
- Income (IRS master file)
- $3,024,752
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $303,753 | $339,534 | $4,846,129 | XML |
| 990-PF | December 2024 | $3,676,282 | $173,663 | $4,881,910 | XML |
| 990-PF | December 2023 | $362,892 | $107,772 | $1,379,291 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-6771963).
Questions about SCHOEN FAMILY CHARITABLE TRUST
- What is the EIN of SCHOEN FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of SCHOEN FAMILY CHARITABLE TRUST is 20-6771963.
- Is SCHOEN FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to SCHOEN FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHOEN FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHOEN FAMILY CHARITABLE TRUST 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 SCHOEN FAMILY CHARITABLE TRUST 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 SCHOEN FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHOEN FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $303,753, expenses of $339,534 and total assets of $4,846,129 at year end.
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