Nonprofit · EIN 31-6674420
SCHMERTZLER FAMILY FOUNDATION
Tax-exempt · ST PETERSBURG, FL 33712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $223,555 | $412,940 | -$189,385 | $607,400 | $0 | $607,400 |
| December 31, 2024 | 990-PF | $269,119 | $412,580 | -$143,461 | $796,785 | $0 | $796,785 |
| December 31, 2023 | 990-PF | $146,945 | $411,403 | -$264,458 | $940,246 | $0 | $940,246 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $20,473
- Net gain from sales of assets
- $198,779
- Other income
- $4,303
Expenses
- Grants and similar amounts paid
- $400,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $400,000
- Excise tax on investment income
- $2,966
Balance sheet and other
- Total assets, start of year
- $796,785
- Total assets, end of year
- $607,400
- Total liabilities, end of year
- $0
- Net assets, end of year
- $607,400
- Fair market value of assets
- $992,853
- Qualifying distributions
- $400,000
- Net investment income
- $219,280
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 |
|---|---|---|---|
| MICHAEL SCHMERTZLER 2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712 | TRUSTEE | 0 | $0 |
| KUNI SUZUKI SCHMERTZLER 2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL SCHMERTZLER 2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712 | TRUSTEE | 0 | $0 |
| KUNI SUZUKI SCHMERTZLER 2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL SCHMERTZLER 2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712 | TRUSTEE | 0 | $0 |
| KUNI SUZUKI SCHMERTZLER 2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2270 PINELLAS POINT DR S, ST PETERSBURG, FL 33712-5848
- In care of
- % MICHAEL SCHMERTZLER
- Signed the 990-PF
- MICHAEL SCHMERTZLER, TRUSTEE
- Return prepared by
- RESNICK VERGOS LLC
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
- 31-6674420
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $607,400
- Income (IRS master file)
- $462,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $223,555 | $412,940 | $607,400 | IRS |
| 990-PF | December 2024 | $269,119 | $412,580 | $796,785 | XML |
| 990-PF | December 2023 | $146,945 | $411,403 | $940,246 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-6674420).
Questions about SCHMERTZLER FAMILY FOUNDATION
- What is the EIN of SCHMERTZLER FAMILY FOUNDATION?
- The employer identification number (EIN) of SCHMERTZLER FAMILY FOUNDATION is 31-6674420.
- Is SCHMERTZLER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to SCHMERTZLER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHMERTZLER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHMERTZLER 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 SCHMERTZLER 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 SCHMERTZLER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHMERTZLER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $223,555, expenses of $412,940 and total assets of $607,400 at year end.
Other nonprofits in ST PETERSBURG
- RAYMOND JAMES CHARITABLE ENDOWMENT FUND EIN 59-3652538 · last filed 990 for 2025
- THOMAS A AND MARY S JAMES FOUNDATION INC EIN 59-3288143 · last filed 990-PF for 2025
- RICHARD R BAKER CHARITABLE FOUNDATION EIN 61-6239545 · last filed 990-PF for 2025
- SPEER DREAM FOUNDATION EIN 88-3052692 · last filed 990-PF for 2025
- PATNODE NUNTA FOUNDATION INC EIN 33-1641655 · last filed 990-PF for 2025
- DWAYNE HAWKINS FAMILY FOUNDATION INC EIN 20-2788633 · last filed 990-PF for 2025
- TRAVELING PRESS FUND INC EIN 84-2726336 · last filed 990 for 2024
- WTA FOUNDATION INC EIN 81-3707788 · last filed 990 for 2024
All nonprofits in ST PETERSBURG · Florida · Philanthropy, voluntarism and grantmaking foundations