Nonprofit · EIN 23-2902342
WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION
Tax-exempt · EMMAUS, PA 18049
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $79,549 | $56,462 | $23,087 | $865,591 | $0 | $865,591 |
| December 31, 2024 | 990-PF | $78,282 | $49,323 | $28,959 | $675,346 | $0 | $675,346 |
| December 31, 2023 | 990-PF | $18,481 | $50,939 | -$32,458 | $633,104 | $0 | $633,104 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $25,595
- Net gain from sales of assets
- $53,954
Expenses
- Grants and similar amounts paid
- $55,000
- Disbursements for charitable purposes
- $55,000
- Excise tax on investment income
- $1,106
Balance sheet and other
- Total assets, start of year
- $675,346
- Total assets, end of year
- $865,591
- Total liabilities, end of year
- $0
- Net assets, end of year
- $865,591
- Fair market value of assets
- $1,328,349
- Qualifying distributions
- $55,000
- Net investment income
- $79,549
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 |
|---|---|---|---|
| KEVIN R SCHULTZ 7448 STEIN ROAD, ZIONSVILLE, PA 18092 | TREAS. | 0.5 | $0 |
| KAREN L SCHULTZ 7448 STEIN ROAD, ZIONSVILLE, PA 18092 | ASSIST. TREAS. | 0.5 | $0 |
| SCOTT R SCHULTZ 23 MOLL LANE, MACUNGIE, PA 18062 | PRESIDENT | 0.5 | $0 |
| KARLA R SCHULTZ 23 MOLL LANE, MACUNGIE, PA 18062 | ASST. SECRETARY | 0.5 | $0 |
| KASEY L SCHULTZ 3168 WENTLING SCHOOL HOUSE RD, EAST GREENVILLE, PA 18041 | TRUSTEE | 0.5 | $0 |
| WILLIAM C FEGELY 3168 WENTLING SCHOOL HOUSE RD, EAST GREENVILE, PA 18041 | TRUSTEE | 0.5 | $0 |
| LAUREN N SCHULTZ 108 CEDAR HILL ROAD, CHALFONT, PA 18914 | SECRETARY | 0.5 | $0 |
| HAYLEY R SMITH 5814 STAG DRIVE, EMMAUS, PA 18049 | TRUSTEE | 0.5 | $0 |
| CHRISTOPHER A SMITH 5814 STAGE DRIVE, EMMAUS, PA 18049 | TRUSTEE | 0.5 | $0 |
| ANYA M SCHULTZ 125 FREDERICKSVILLE ROAD, MERTZTOWN, PA 19539 | TRUSTEE | 0.5 | $0 |
| GREGORY J PALMA 125 FREDERICKSVILLE ROAD, MERTZTOWN, PA 19539 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN R SCHULTZ 7448 STEIN ROAD, ZIONSVILLE, PA 18092 | TREAS. | 0.5 | $0 |
| KAREN L SCHULTZ 7448 STEIN ROAD, ZIONSVILLE, PA 18092 | ASSIST. TREAS. | 0.5 | $0 |
| SCOTT R SCHULTZ 23 MOLL LANE, MACUNGIE, PA 18062 | PRESIDENT | 0.5 | $0 |
| KARLA R SCHULTZ 23 MOLL LANE, MACUNGIE, PA 18062 | ASST. SECRETARY | 0.5 | $0 |
| KASEY L SCHULTZ 3168 WENTLING SCHOOL HOUSE RD, EAST GREENVILLE, PA 18041 | TRUSTEE | 0.5 | $0 |
| WILLIAM C FEGELY 3168 WENTLING SCHOOL HOUSE RD, EAST GREENVILE, PA 18041 | TRUSTEE | 0.5 | $0 |
| LAUREN N SCHULTZ 108 CEDAR HILL ROAD, CHALFONT, PA 18914 | SECRETARY | 0.5 | $0 |
| HAYLEY R SMITH 725 E MAIN STREET, MACUNGIE, PA 18062 | TRUSTEE | 0.5 | $0 |
| CHRISTOPHER A SMITH 725 E MAIN STREET, MACUNGIE, PA 18062 | TRUSTEE | 0.5 | $0 |
| ANYA M SCHULTZ 125 FREDERICKSVILLE ROAD, MERTZTOWN, PA 19539 | TRUSTEE | 0.5 | $0 |
| GREGORY J PALMA 125 FREDERICKSVILLE ROAD, MERTZTOWN, PA 19539 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEVIN R SCHULTZ 7448 STEIN ROAD, ZIONSVILLE, PA 18092 | TREAS. | 0.5 | $0 |
| KAREN L SCHULTZ 7448 STEIN ROAD, ZIONSVILLE, PA 18092 | ASSIST. TREAS. | 0.5 | $0 |
| SCOTT R SCHULTZ 23 MOLL LANE, MACUNGIE, PA 18062 | PRESIDENT | 0.5 | $0 |
| KARLA R SCHULTZ 23 MOLL LANE, MACUNGIE, PA 18062 | ASST. SECRETARY | 0.5 | $0 |
| KASEY L SCHULTZ 3168 WENTLING SCHOOL HOUSE RD, EAST GREENVILLE, PA 18041 | TRUSTEE | 0.5 | $0 |
| WILLIAM C FEGELY 3168 WENTLING SCHOOL HOUSE RD, EAST GREENVILE, PA 18041 | TRUSTEE | 0.5 | $0 |
| LAUREN N SCHULTZ 241 ROBERT MORRIS BLVD APT 310, ALLENTOWN, PA 18104 | SECRETARY | 0.5 | $0 |
| HAYLEY R SMITH 725 E MAIN STREET, MACUNGIE, PA 18062 | TRUSTEE | 0.5 | $0 |
| CHRISTOPHER A SMITH 725 E MAIN STREET, MACUNGIE, PA 18062 | TRUSTEE | 0.5 | $0 |
| ANYA M SCHULTZ 134 DELL ST, EMMAUS, PA 18049 | TRUSTEE | 0.5 | $0 |
| GREGORY J PALMA 134 DELL ST, EMMAUS, PA 18049 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1540 CHESTNUT ST, EMMAUS, PA 18049-1914
- In care of
- % SCOTT R SCHULTZ
- Signed the 990-PF
- SCOTT R SCHULTZ, PRESIDENT
- Phone
- (610) 967-2141
- Return prepared by
- NYLEVE BRIDGE CORP dba SCHULTZ ORGANIZATION
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
- 23-2902342
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $865,591
- Income (IRS master file)
- $147,126
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $79,549 | $56,462 | $865,591 | XML |
| 990-PF | December 2024 | $78,282 | $49,323 | $675,346 | IRS |
| 990-PF | December 2023 | $18,481 | $50,939 | $633,104 | 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 23-2902342).
Questions about WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION
- What is the EIN of WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION is 23-2902342.
- Is WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION 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 WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION 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 WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does WILMER R AND EVELYN M SCHULTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $79,549, expenses of $56,462 and total assets of $865,591 at year end.
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