Nonprofit · EIN 22-3386066
STEPHEN HAROLD SCHIMMEL FOUNDATION
Tax-exempt · NEWPORT COAST, CA 92657
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $238,849 | $277,119 | -$38,270 | $5,327,357 | $78 | $5,327,279 |
| September 30, 2024 | 990-PF | $284,504 | $280,557 | $3,947 | $5,369,470 | $3,921 | $5,365,549 |
| September 30, 2023 | 990-PF | $80,385 | $296,609 | -$216,224 | $5,361,602 | $0 | $5,361,602 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $285,180
- Interest
- $12
- Net gain from sales of assets
- -$46,343
Expenses
- Grants and similar amounts paid
- $242,793
- Disbursements for charitable purposes
- $257,770
- Excise tax on investment income
- $3,751
Balance sheet and other
- Total assets, start of year
- $5,369,470
- Total assets, end of year
- $5,327,357
- Total liabilities, end of year
- $78
- Net assets, end of year
- $5,327,279
- Fair market value of assets
- $5,641,190
- Qualifying distributions
- $257,770
- Net investment income
- $285,192
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rosalba Schimmel 8 Archipelago Drive, Newport Coast, CA 92657 | President | 2 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rosalba Schimmel 8 Archipelago Drive, Newport Coast, CA 92657 | President | 2 | $0 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rosalba Schimmel 8 Archipelago Drive, Newport Coast, CA 92657 | President | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 8 ARCHIPELAGO DR, NEWPORT COAST, CA 92657-2106
- Signed the 990-PF
- ROSALBA SCHIMMEL, President
- Phone
- (949) 833-2815
- Return prepared by
- WIEGEL SZEKEL AND FRISBY
California records
California keeps its own records of charities and corporations. Search them by EIN 22-3386066 or by the name STEPHEN HAROLD SCHIMMEL FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 22-3386066
- 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
- 1995
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $5,327,357
- Income (IRS master file)
- $2,088,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $238,849 | $277,119 | $5,327,357 | XML |
| 990-PF | September 2024 | $284,504 | $280,557 | $5,369,470 | XML |
| 990-PF | September 2023 | $80,385 | $296,609 | $5,361,602 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 22-3386066).
Questions about STEPHEN HAROLD SCHIMMEL FOUNDATION
- What is the EIN of STEPHEN HAROLD SCHIMMEL FOUNDATION?
- The employer identification number (EIN) of STEPHEN HAROLD SCHIMMEL FOUNDATION is 22-3386066.
- Is STEPHEN HAROLD SCHIMMEL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to STEPHEN HAROLD SCHIMMEL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN HAROLD SCHIMMEL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN HAROLD SCHIMMEL FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEPHEN HAROLD SCHIMMEL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of STEPHEN HAROLD SCHIMMEL FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does STEPHEN HAROLD SCHIMMEL FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $238,849, expenses of $277,119 and total assets of $5,327,357 at year end.
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