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Nonprofit · EIN 47-4183559

STACY L AND DAVID W SCHULZ FAMILY FOUNDATION

Tax-exempt · ESTERO, FL 34135

Financials

$12K$36K2023$12K$30K2024$10K$35K2025
Revenue Expenses · by fiscal year end
Financials of STACY L AND DAVID W SCHULZ FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,346$35,034-$24,688$281,096$0$281,096
December 31, 2024990-PF$11,520$30,386-$18,866$305,784$0$305,784
December 31, 2023990-PF$12,215$35,825-$23,610$324,650$0$324,650
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$138
Dividends
$10,208

Expenses

Grants and similar amounts paid
$31,625
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$33,260
Excise tax on investment income
$119

Balance sheet and other

Total assets, start of year
$305,784
Total assets, end of year
$281,096
Total liabilities, end of year
$0
Net assets, end of year
$281,096
Fair market value of assets
$787,624
Qualifying distributions
$33,260
Net investment income
$10,208

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
DAVID W SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
STACY L SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
AUBREE N SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
ALECSANDER M SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DAVID W SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
STACY L SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
AUBREE N SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
ALECSANDER M SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DAVID W SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
STACY L SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
AUBREE N SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0
ALECSANDER M SCHULZ
10500 GLEN LAKES DRIVE, ESTERO, FL 34135
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
10500 GLEN LAKES DR, ESTERO, FL 34135-7238
Signed the 990-PF
DAVID W SCHULZ, TRUSTEE
Phone
(414) 940-5815
Return prepared by
CLIFTONLARSONALLEN LLP

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
47-4183559
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$281,096
Income (IRS master file)
$10,346

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,346$35,034$281,096XML
990-PFDecember 2024$11,520$30,386$305,784XML
990-PFDecember 2023$12,215$35,825$324,650XML
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 47-4183559).

Questions about STACY L AND DAVID W SCHULZ FAMILY FOUNDATION

What is the EIN of STACY L AND DAVID W SCHULZ FAMILY FOUNDATION?
The employer identification number (EIN) of STACY L AND DAVID W SCHULZ FAMILY FOUNDATION is 47-4183559.
Is STACY L AND DAVID W SCHULZ FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Which annual return does STACY L AND DAVID W SCHULZ FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of STACY L AND DAVID W SCHULZ 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 STACY L AND DAVID W SCHULZ 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 STACY L AND DAVID W SCHULZ FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does STACY L AND DAVID W SCHULZ FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,346, expenses of $35,034 and total assets of $281,096 at year end.

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