Nonprofit · EIN 61-2055147
ALAN J SCHOTTENSTEIN FOUNDATION
Tax-exempt · NEWTON, MA 02465
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $147,375 | $155,892 | -$8,517 | $2,581,150 | $0 | $2,581,150 |
| December 31, 2024 | 990-PF | $86,134 | $122,302 | -$36,168 | $2,589,667 | $0 | $2,589,667 |
| December 31, 2023 | 990-PF | $2,654,723 | $28,888 | $2,625,835 | $2,625,835 | $0 | $2,625,835 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $95,138
- Interest
- $66
- Net gain from sales of assets
- $52,171
Expenses
- Grants and similar amounts paid
- $132,300
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $135,525
- Excise tax on investment income
- $1,782
Balance sheet and other
- Total assets, start of year
- $2,589,667
- Total assets, end of year
- $2,581,150
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,581,150
- Fair market value of assets
- $3,027,908
- Qualifying distributions
- $135,525
- Net investment income
- $147,375
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 |
|---|---|---|---|
| DONALD W ANDERSON 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 0.1 | $0 |
| LOIS E SCOTTENSTEIN 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 1 | $0 |
| TAMARA SHEPARD 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD W ANDERSON 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 0.1 | $0 |
| LOIS E SCOTTENSTEIN 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 1 | $0 |
| TAMARA SHEPARD 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD W ANDERSON 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 0.1 | $0 |
| LOIS E SCOTTENSTEIN 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 1 | $0 |
| TAMARA SHEPARD 80 BERKELEY ST, NEWTON, MA 02465 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 80 BERKELEY ST, NEWTON, MA 02465-2619
- In care of
- % TAMARA SHEPARD
- Signed the 990-PF
- TAMARA SHEPARD, DIRECTOR
- Phone
- (415) 971-0146
- Return prepared by
- SCHOFER DILLBERG & COMPANY INC
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
- 61-2055147
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,581,150
- Income (IRS master file)
- $721,021
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $147,375 | $155,892 | $2,581,150 | IRS |
| 990-PF | December 2024 | $86,134 | $122,302 | $2,589,667 | IRS |
| 990-PF | December 2023 | $2,654,723 | $28,888 | $2,625,835 | XML |
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 61-2055147).
Questions about ALAN J SCHOTTENSTEIN FOUNDATION
- What is the EIN of ALAN J SCHOTTENSTEIN FOUNDATION?
- The employer identification number (EIN) of ALAN J SCHOTTENSTEIN FOUNDATION is 61-2055147.
- Is ALAN J SCHOTTENSTEIN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to ALAN J SCHOTTENSTEIN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALAN J SCHOTTENSTEIN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALAN J SCHOTTENSTEIN 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 ALAN J SCHOTTENSTEIN 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 ALAN J SCHOTTENSTEIN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALAN J SCHOTTENSTEIN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $147,375, expenses of $155,892 and total assets of $2,581,150 at year end.
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