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Nonprofit · EIN 35-6043926

EDWARD & HILDEGARDE H SCHAEFER FOUNDATION

Tax-exempt · FORT WAYNE, IN 46802

Financials

$25K$107K2023$222K$102K2024$108K$110K2025
Revenue Expenses · by fiscal year end
Financials of EDWARD & HILDEGARDE H SCHAEFER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$107,811$110,371-$2,560$1,904,261$0$1,904,261
December 31, 2024990-PF$222,214$101,905$120,309$1,906,821$0$1,906,821
December 31, 2023990-PF$25,400$106,631-$81,231$1,786,512$0$1,786,512
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$29,054
Interest
$23,073
Net gain from sales of assets
$55,684

Expenses

Grants and similar amounts paid
$97,000
Compensation of officers, directors and key employees
$13,259
Disbursements for charitable purposes
$103,629
Excise tax on investment income
$1,405

Balance sheet and other

Total assets, start of year
$1,906,821
Total assets, end of year
$1,904,261
Total liabilities, end of year
$0
Net assets, end of year
$1,904,261
Fair market value of assets
$2,384,211
Qualifying distributions
$103,629
Net investment income
$107,811

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.

NameTitleHours / weekCompensation
FIRST MERCHANTS BANK
855 WEBSTER STREET STE 200, FORT WAYNE, IN 46802
TRUSTEE3$13,259
PATRICIA SCHAEFER
5400 DEER RUN COURT, MUNCIE, IN 47304
TRUSTEE1$0
DIANE S HUMPHREY
2279 EAST 250 NORTH, BLUFFTON, IN 46714
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
FIRST MERCHANTS BANK
855 WEBSTER STREET STE 200, FORT WAYNE, IN 46802
TRUSTEE3$12,621
PATRICIA SCHAEFER
5400 DEER RUN COURT, MUNCIE, IN 47304
TRUSTEE1$0
DIANE S HUMPHREY
2279 EAST 250 NORTH, BLUFFTON, IN 46714
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
FIRST MERCHANTS BANK
855 WEBSTER STREET STE 200, FORT WAYNE, IN 46802
TRUSTEE3$11,550
PATRICIA SCHAEFER
5400 DEER RUN COURT, MUNCIE, IN 47304
TRUSTEE1$0
DIANE S HUMPHREY
2279 EAST 250 NORTH, BLUFFTON, IN 46714
TRUSTEE1$0

Address and contacts

Address (IRS master file)
855 WEBSTER ST STE 200, FORT WAYNE, IN 46802-2251
In care of
% WELLS FARGO BANK NA
Signed the 990-PF
FIRST MERCHANTS BANK, TRUSTEE
Phone
(260) 471-0169
Return prepared by
MICHAEL T FLOOD CPA

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-6043926
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
1962
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,904,261
Income (IRS master file)
$306,754

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$107,811$110,371$1,904,261XML
990-PFDecember 2024$222,214$101,905$1,906,821IRS
990-PFDecember 2023$25,400$106,631$1,786,512XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 35-6043926).

Questions about EDWARD & HILDEGARDE H SCHAEFER FOUNDATION

What is the EIN of EDWARD & HILDEGARDE H SCHAEFER FOUNDATION?
The employer identification number (EIN) of EDWARD & HILDEGARDE H SCHAEFER FOUNDATION is 35-6043926.
Is EDWARD & HILDEGARDE H SCHAEFER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to EDWARD & HILDEGARDE H SCHAEFER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWARD & HILDEGARDE H SCHAEFER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWARD & HILDEGARDE H SCHAEFER 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 EDWARD & HILDEGARDE H SCHAEFER 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 EDWARD & HILDEGARDE H SCHAEFER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $13,259 (FIRST MERCHANTS BANK, TRUSTEE).
How much revenue does EDWARD & HILDEGARDE H SCHAEFER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,811, expenses of $110,371 and total assets of $1,904,261 at year end.

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