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Nonprofit · EIN 31-1812245

THE SCHIEWETZ FOUNDATION INC

Tax-exempt · MORAINE, OH 45439

Financials

$5.5M$4.8M2023$13.7M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of THE SCHIEWETZ FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$13,668,737$4,624,067$9,044,670$88,508,448$6,946$88,501,502
December 31, 2023990-PF$5,545,483$4,770,133$775,350$86,229,850$0$86,229,850
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,901,267
Net gain from sales of assets
$10,211,136
Other income
$556,334

Expenses

Grants and similar amounts paid
$3,718,500
Compensation of officers, directors and key employees
$195,300
Disbursements for charitable purposes
$3,845,705
Excise tax on investment income
$172,836

Balance sheet and other

Total assets, start of year
$86,229,850
Total assets, end of year
$88,508,448
Total liabilities, end of year
$6,946
Net assets, end of year
$88,501,502
Fair market value of assets
$89,110,761
Qualifying distributions
$3,845,705
Net investment income
$13,276,110

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
RICHARD W SCHWARTZ-PAID BY EMC LLC
3110 KETTERING BVD, DAYTON, OH 45439
PRESIDENT10$65,100
JENNIFER L SCHMIDT-PAID BY EMC LLC
3110 KETTERING BVD, DAYTON, OH 45439
SECRETARY/TREASURER10$65,100
AMY C KRESS-PAID BY EMC LLC
3110 KETTERING BVD, DAYTON, OH 45439
VICE PRESIDENT10$65,100
JANE E SCHWARTZ
3110 KETTERING BVD, DAYTON, OH 45439
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
RICHARD W SCHWARTZ
3110 KETTERING BVD, DAYTON, OH 45439
PRESIDENT8$0
JENNIFER L SCHMIDT
3110 KETTERING BVD, DAYTON, OH 45439
SECRETARY/TREASURER8$0
AMY C KRESS
3110 KETTERING BVD, DAYTON, OH 45439
VICE PRESIDENT8$0
JANE E SCHWARTZ
3110 KETTERING BVD, DAYTON, OH 45439
DIRECTOR0$0

Address and contacts

Address (IRS master file)
3131 S DIXIE DR STE 555, MORAINE, OH 45439-2287
In care of
% RICHARD W SCHWARTZ
Signed the 990-PF
JENNIFER L SCHMIDT, SECRETARY/TREASURER
Phone
(937) 425-7381
Return prepared by
BURRIS & COMPANY CPAS INC

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
31-1812245
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$88,508,448
Income (IRS master file)
$75,160,309

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$13,668,737$4,624,067$88,508,448IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$5,545,483$4,770,133$86,229,850XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 31-1812245).

Questions about THE SCHIEWETZ FOUNDATION INC

What is the EIN of THE SCHIEWETZ FOUNDATION INC?
The employer identification number (EIN) of THE SCHIEWETZ FOUNDATION INC is 31-1812245.
Is THE SCHIEWETZ FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to THE SCHIEWETZ FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SCHIEWETZ FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SCHIEWETZ FOUNDATION INC 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 SCHIEWETZ FOUNDATION INC 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 SCHIEWETZ FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 3 received compensation from the organization, the highest $65,100 (RICHARD W SCHWARTZ-PAID BY EMC LLC, PRESIDENT).
How much revenue does THE SCHIEWETZ FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $13,668,737, expenses of $4,624,067 and total assets of $88,508,448 at year end.

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