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Nonprofit · EIN 38-3066991

CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST

Tax-exempt · DALLAS, TX 75238

Financials

$79K$24K2023−$142K$68K2024$55K$75K2025
Revenue Expenses · by fiscal year end
Financials of CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$55,395$74,536-$19,141$1,413,972$0$1,413,972
December 31, 2024990-PF-$141,995$68,345-$210,340$1,433,942$400$1,433,542
December 31, 2023990-PF$78,748$24,202$54,546$1,645,289$1,000$1,644,289
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$50,246
Net gain from sales of assets
$5,149

Expenses

Grants and similar amounts paid
$50,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$50,000
Excise tax on investment income
$429

Balance sheet and other

Total assets, start of year
$1,433,942
Total assets, end of year
$1,413,972
Total liabilities, end of year
$0
Net assets, end of year
$1,413,972
Fair market value of assets
$1,567,786
Qualifying distributions
$50,000
Net investment income
$55,395

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
BRIAN J PLACHTA
124 E FULTON, GRAND RAPIDS, MI 49503
TRUSTEE0.5$0
JANE THORNTON
720 BRISTAL AVE NW, GRAND RAPIDS, MI 49504
TRUSTEE1$0
EMILY WHITFIELD
9405 ESTATE LANE, DALLAS, TX 75238
TRUSTEE1$0
BOB SCHANZ
105 SCHAFFER CLOSE, CARY, NC 27518
TRUSTEE0.25$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
BRIAN J PLACHTA
124 E FULTON, GRAND RAPIDS, MI 49503
TRUSTEE0.5$0
JANE THORNTON
720 BRISTAL AVE NW, GRAND RAPIDS, MI 49504
TRUSTEE1$0
EMILY WHITFIELD
9405 ESTATE LANE, DALLAS, TX 75238
TRUSTEE1$0
BOB SCHANZ
105 SCHAFFER CLOSE, CARY, NC 27518
TRUSTEE0.25$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BRIAN J PLACHTA
124 E FULTON, GRAND RAPIDS, MI 49503
TRUSTEE0.5$0
JANE THORNTON
720 BRISTAL AVE NW, GRAND RAPIDS, MI 49504
TRUSTEE1$0
EMILY WHITFIELD
9405 ESTATE LANE, DALLAS, TX 75238
TRUSTEE1$0
BOB SCHANZ
105 SCHAFFER CLOSE, CARY, NC 27518
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
9405 ESTATE LN, DALLAS, TX 75238-1843
In care of
% EILEEN SCHANZ & IRENE LA MARCA
Signed the 990-PF
EMILY WHITFIELD, TRUSTEE
Phone
(303) 726-6774
Return prepared by
HUNGERFORD CPAS ADVISORS

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
38-3066991
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,413,972
Income (IRS master file)
$287,390

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$55,395$74,536$1,413,972IRS
990-PFDecember 2024-$141,995$68,345$1,433,942XML
990-PFDecember 2023$78,748$24,202$1,645,289XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 38-3066991).

Questions about CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST

What is the EIN of CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST?
The employer identification number (EIN) of CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST is 38-3066991.
Is CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST 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 CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST 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 CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does CONRAD SCHANZ AND NELLIE GRANT SCHANZ FAMILY MEMORIAL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,395, expenses of $74,536 and total assets of $1,413,972 at year end.

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