Nonprofit · EIN 45-2036152
ROBERTA SCHAEFER FAMILY FOUNDATION
Tax-exempt · GLEN COVE, NY 11542
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $782,211 | $474,343 | $307,868 | $7,273,510 | $0 | $7,273,510 |
| May 31, 2024 | 990-PF | $670,280 | $483,493 | $186,787 | $6,945,759 | $2,905 | $6,942,854 |
| May 31, 2023 | 990-PF | $265,036 | $526,527 | -$261,491 | $6,761,983 | $6,193 | $6,755,790 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $206,261
- Interest
- $25,291
- Net gain from sales of assets
- $550,659
Expenses
- Grants and similar amounts paid
- $385,350
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $385,350
- Excise tax on investment income
- $9,886
Balance sheet and other
- Total assets, start of year
- $6,945,759
- Total assets, end of year
- $7,273,510
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,273,510
- Fair market value of assets
- $9,067,531
- Qualifying distributions
- $385,350
- Net investment income
- $782,211
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA WALLER 19 SOUNDSIDE LANE, GLEN COVE, NY 11542 | DIRECTOR & PRESIDENT | 0.1 | $0 |
| BRUCE WALLER 19 SOUNDSIDE LANE, GLEN COVE, NY 11542 | DIRECTOR, VICE PRES, SECRE | 0.1 | $0 |
| SCOTT L GOLDBERGER ONE TOWN CENTER ROAD SUITE 400, BOCA RATON, FL 33486 | DIRECTOR | 0.1 | $0 |
| LEONARD GLEICHER 189 FOREST AVENUE, GLEN COVE, NY 11542 | DIRECTOR | 0.1 | $0 |
| MARTIN GERSTEN 90 BIRCH HILL ROAD, NEWTOWN, CT 06470 | DIRECTOR | 0.1 | $0 |
| CHARLES PARISI 58 SCHOOL STREET, GLEN COVE, NY 11542 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA WALLER 19 SOUNDSIDE LANE, GLEN COVE, NY 11542 | DIRECTOR & PRESIDENT | 0.1 | $0 |
| BRUCE WALLER 19 SOUNDSIDE LANE, GLEN COVE, NY 11542 | DIRECTOR, VICE PRES, SECRE | 0.1 | $0 |
| SCOTT L GOLDBERGER ONE TOWN CENTER ROAD SUITE 400, BOCA RATON, FL 33486 | DIRECTOR | 0.1 | $0 |
| LEONARD GLEICHER 189 FOREST AVENUE, GLEN COVE, NY 11542 | DIRECTOR | 0.1 | $0 |
| MARTIN GERSTEN 90 BIRCH HILL ROAD, NEWTOWN, CT 06470 | DIRECTOR | 0.1 | $0 |
| CHARLES PARISI 58 SCHOOL STREET, GLEN COVE, NY 11542 | DIRECTOR | 0.1 | $0 |
990-PF for the year ended May 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERTA WALLER 19 SOUNDSIDE LANE, GLEN COVE, NY 11542 | DIRECTOR & PRESIDENT | 0.1 | $0 |
| BRUCE WALLER 19 SOUNDSIDE LANE, GLEN COVE, NY 11542 | DIRECTOR, VICE PRES, SECRE | 0.1 | $0 |
| SCOTT L GOLDBERGER ONE TOWN CENTER ROAD SUITE 400, BOCA RATON, FL 33486 | DIRECTOR | 0.1 | $0 |
| LEONARD GLEICHER 189 FOREST AVENUE, GLEN COVE, NY 11542 | DIRECTOR | 0.1 | $0 |
| MARTIN GERSTEN 90 BIRCH HILL ROAD, NEWTOWN, CT 06470 | DIRECTOR | 0.1 | $0 |
| CHARLES PARISI 58 SCHOOL STREET, GLEN COVE, NY 11542 | DIRECTOR | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 19 SOUNDSIDE LN, GLEN COVE, NY 11542-1306
- In care of
- % ROBERTA WALLER
- Signed the 990-PF
- BRUCE WALLER, VICE-PRESIDENT
- Phone
- (561) 394-5100
- Return prepared by
- KAUFMAN ROSSIN & COPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-2036152
- 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
- 2013
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $7,273,510
- Income (IRS master file)
- $3,647,058
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $782,211 | $474,343 | $7,273,510 | XML |
| 990-PF | May 2024 | $670,280 | $483,493 | $6,945,759 | XML |
| 990-PF | May 2023 | $265,036 | $526,527 | $6,761,983 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | 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 45-2036152).
Questions about ROBERTA SCHAEFER FAMILY FOUNDATION
- What is the EIN of ROBERTA SCHAEFER FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERTA SCHAEFER FAMILY FOUNDATION is 45-2036152.
- Is ROBERTA SCHAEFER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to ROBERTA SCHAEFER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERTA SCHAEFER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERTA SCHAEFER FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERTA SCHAEFER FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of ROBERTA SCHAEFER FAMILY FOUNDATION?
- The 990-PF for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROBERTA SCHAEFER FAMILY FOUNDATION have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $782,211, expenses of $474,343 and total assets of $7,273,510 at year end.
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