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Nonprofit · EIN 65-0107997

THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC

Tax-exempt · SARASOTA, FL 34238

Financials

$108K$123K2023$183K$125K2024
Revenue Expenses · by fiscal year end
Financials of THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$182,576$125,469$57,107$1,800,263$0$1,800,263
December 31, 2023990-PF$107,894$123,176-$15,282$1,743,156$0$1,743,156
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$61
Dividends
$92,405
Interest
$2
Net gain from sales of assets
$90,108

Expenses

Grants and similar amounts paid
$74,000
Compensation of officers, directors and key employees
$20,000
Disbursements for charitable purposes
$96,861
Excise tax on investment income
$2,148

Balance sheet and other

Total assets, start of year
$1,743,156
Total assets, end of year
$1,800,263
Total liabilities, end of year
$0
Net assets, end of year
$1,800,263
Fair market value of assets
$1,965,037
Qualifying distributions
$96,861
Net investment income
$182,515

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
KATHARINA CURLESS
8515 WOODBRIAR DR, SARASOTA, FL 34238
PRESIDENT1$20,000
JOSE N GOMEZ
8515 WOODBRIAR DR, SARASOTA, FL 34238
VP/DIRECTOR1$0
B ISABEL GOMEZ-REYES
8515 WOODBRIAR DR, SARASOTA, FL 34238
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KATHARINA CURLESS
8515 WOODBRIAR DR, SARASOTA, FL 34238
PRESIDENT1$20,000
JOSE N GOMEZ
8515 WOODBRIAR DR, SARASOTA, FL 34238
VP/DIRECTOR1$0
B ISABEL GOMEZ-REYES
8515 WOODBRIAR DR, SARASOTA, FL 34238
DIRECTOR1$0

Address and contacts

Address (IRS master file)
8515 WOODBRIAR DR, SARASOTA, FL 34238-5656
Signed the 990-PF
KATHARINA CURLESS, PRESIDENT
Phone
(941) 952-1061
Return prepared by
KERKERING BARBERIO & CO

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-0107997
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,800,263
Income (IRS master file)
$907,345

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$182,576$125,469$1,800,263IRS
990-PFDecember 2023$107,894$123,176$1,743,156XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 65-0107997).

Questions about THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC

What is the EIN of THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC?
The employer identification number (EIN) of THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC is 65-0107997.
Is THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $20,000 (KATHARINA CURLESS, PRESIDENT).
How much revenue does THE KATHARINA & JOSEPH SCHOBER FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $182,576, expenses of $125,469 and total assets of $1,800,263 at year end.

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