Nonprofit · EIN 47-6982025
BETTY M SCHOCKE CHARITABLE FOUNDATION
Tax-exempt · FORT MILL, SC 29716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $98,961 | $133,583 | -$34,622 | $1,133,817 | $0 | $1,133,817 |
| December 31, 2024 | 990-PF | $193,084 | $122,820 | $70,264 | $1,168,911 | $0 | $1,168,911 |
| December 31, 2023 | 990-PF | $48,230 | $110,542 | -$62,312 | $1,100,115 | $0 | $1,100,115 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $36,775
- Net gain from sales of assets
- $62,186
Expenses
- Grants and similar amounts paid
- $105,356
- Compensation of officers, directors and key employees
- $8,976
- Disbursements for charitable purposes
- $108,049
- Excise tax on investment income
- $1,060
Balance sheet and other
- Total assets, start of year
- $1,168,911
- Total assets, end of year
- $1,133,817
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,133,817
- Fair market value of assets
- $1,547,125
- Qualifying distributions
- $108,049
- Net investment income
- $97,397
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 |
|---|---|---|---|
| THE PRIVATE TRUST COMPANY NA PO BOX 1929, FORT MILL, SC 29716 | TRUSTEE | 4 | $8,976 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PRIVATE TRUST COMPANY NA PO BOX 1929, FORT MILL, SC 29716 | TRUSTEE | 4 | $8,793 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE PRIVATE TRUST COMPANY NA 1422 EUCLID AVENUE STE 1130, CLEVELAND, OH 44115 | TRUSTEE | 4 | $8,071 |
Address and contacts
- Address (IRS master file)
- PO BOX 1929, FORT MILL, SC 29716-1929
- In care of
- % THE PRIVATE TRUST COMPANY NA
- Signed the 990-PF
- PRESIDENT CHIEF OPERATING OFFICER, VICE PRESIDENT
- Phone
- (216) 771-6960
- Return prepared by
- DELOITTE TAX 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 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
- 47-6982025
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,133,817
- Income (IRS master file)
- $233,355
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $98,961 | $133,583 | $1,133,817 | IRS |
| 990-PF | December 2024 | $193,084 | $122,820 | $1,168,911 | IRS |
| 990-PF | December 2023 | $48,230 | $110,542 | $1,100,115 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 47-6982025).
Questions about BETTY M SCHOCKE CHARITABLE FOUNDATION
- What is the EIN of BETTY M SCHOCKE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of BETTY M SCHOCKE CHARITABLE FOUNDATION is 47-6982025.
- Is BETTY M SCHOCKE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to BETTY M SCHOCKE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETTY M SCHOCKE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETTY M SCHOCKE CHARITABLE 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 BETTY M SCHOCKE CHARITABLE 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 BETTY M SCHOCKE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,976 (THE PRIVATE TRUST COMPANY NA, TRUSTEE).
- How much revenue does BETTY M SCHOCKE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $98,961, expenses of $133,583 and total assets of $1,133,817 at year end.
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