Nonprofit · EIN 33-0923004
ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION
Tax-exempt · BEND, OR 97703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,357 | $61,905 | -$55,548 | $32,944 | $0 | $32,944 |
| December 31, 2024 | 990-PF | $42,329 | $68,810 | -$26,481 | $88,492 | $0 | $88,492 |
| December 31, 2023 | 990-PF | $25,140 | $49,683 | -$24,543 | $114,973 | $0 | $114,973 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,133
- Interest
- $1
- Net gain from sales of assets
- $3,223
Expenses
- Grants and similar amounts paid
- $36,321
- Compensation of officers, directors and key employees
- $18,000
- Disbursements for charitable purposes
- $48,777
Balance sheet and other
- Total assets, start of year
- $88,492
- Total assets, end of year
- $32,944
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,944
- Fair market value of assets
- $90,675
- Qualifying distributions
- $48,777
- Net investment income
- $6,357
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 |
|---|---|---|---|
| LIZANNE SCHULTZ WILSON 1803 WILLOWHAVEN ROAD, ENCINITAS, CA 92024 | Secretary | 4 | $6,000 |
| ERICH WATSON SCHULTZ 4038 NW NORTHCLIFF, BEND, OR 97701 | President & CEO | 4 | $6,000 |
| KARLA SCHULTZ 61414 DAVIS LAKE LOOP, BEND, OR 97701 | Director | 4 | $6,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZANNE SCHULTZ WILSON 1803 WILLOWHAVEN ROAD, ENCINITAS, CA 92024 | Secretary | 4 | $5,000 |
| ERICH WATSON SCHULTZ 4038 NW NORTHCLIFF, BEND, OR 97701 | President & CEO | 4 | $5,000 |
| KARLA SCHULTZ 61414 DAVIS LAKE LOOP, BEND, OR 97701 | Director | 4 | $5,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZANNE SCHULTZ WILSON 1803 WILLOWHAVEN ROAD, ENCINITAS, CA 92024 | Secretary | 4 | $5,000 |
| ERICH WATSON SCHULTZ 4038 NW NORTHCLIFF, BEND, OR 97701 | President & CEO | 4 | $5,000 |
| KARLA SCHULTZ 61414 DAVIS LAKE LOOP, BEND, OR 97701 | Director | 4 | $5,000 |
Address and contacts
- Address (IRS master file)
- 4038 NW NORTHCLIFF, BEND, OR 97703-8248
- In care of
- % THE ADVISORS GROUP
- Signed the 990-PF
- ERICH WATSON SCHULTZ, President & CEO
- Phone
- (541) 419-0410
- Return prepared by
- Charles McDonough Accountancy Corp
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
- 33-0923004
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $32,944
- Income (IRS master file)
- $11,634
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,357 | $61,905 | $32,944 | XML |
| 990-PF | December 2024 | $42,329 | $68,810 | $88,492 | XML |
| 990-PF | December 2023 | $25,140 | $49,683 | $114,973 | 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 33-0923004).
Questions about ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION
- What is the EIN of ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION?
- The employer identification number (EIN) of ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION is 33-0923004.
- Is ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROGER & PRISCILLA 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 ROGER & PRISCILLA 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 ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $6,000 (LIZANNE SCHULTZ WILSON, Secretary).
- How much revenue does ROGER & PRISCILLA SCHULTZ FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,357, expenses of $61,905 and total assets of $32,944 at year end.
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