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Nonprofit · EIN 77-0524568

COHEN-SCHULTZ CHARITABLE FOUNDATION

Tax-exempt · SANTA BARBARA, CA 93109

Financials

$26K$33K2025
Revenue Expenses · by fiscal year end
Financials of COHEN-SCHULTZ CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$26,223$33,009-$6,786$426,616$0$426,616
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$26,202
Interest
$21

Expenses

Grants and similar amounts paid
$31,794
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$31,794
Excise tax on investment income
$364

Balance sheet and other

Total assets, start of year
$433,402
Total assets, end of year
$426,616
Total liabilities, end of year
$0
Net assets, end of year
$426,616
Fair market value of assets
$713,665
Qualifying distributions
$31,794
Net investment income
$26,223

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
DEBORAH L SCHULTZ
1126 LAS OLAS AVE, SANTA BARBARA, CA 93109
PRESIDENT2$0
GARY L COHEN
1126 LAS OLAS AVE, SANTA BARBARA, CA 93109
TREASURER/SECRETARY2$0
VERONIKA L COHEN
1126 LAS OLAS AVE, SANTA BARBARA, CA 93109
SUCCESOR DIRECTOR1$0
JOSHUA R COHEN
1126 LAS OLAS AVE, SANTA BARBARA, CA 93109
SUCCESOR DIRECTOR1$0
KEVIN KEEGAN
1126 LAS OLAS AVE, SANTA BARBARA, CA 93109
SUCCESOR DIRECTOR1$0

Address and contacts

Address (IRS master file)
1126 LAS OLAS AVE, SANTA BARBARA, CA 93109-2115
In care of
% GARY L COHEN DIRECTOR
Signed the 990-PF
GARY L COHEN, TREASURER
Phone
(408) 835-8498
Return prepared by
LINDA L SPEICHER CPA

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
77-0524568
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
2000
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Religion-related (X21)
Assets (IRS master file)
$426,616
Income (IRS master file)
$26,223

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$890$33,196$438,410IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about COHEN-SCHULTZ CHARITABLE FOUNDATION

What is the EIN of COHEN-SCHULTZ CHARITABLE FOUNDATION?
The employer identification number (EIN) of COHEN-SCHULTZ CHARITABLE FOUNDATION is 77-0524568.
Is COHEN-SCHULTZ CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to COHEN-SCHULTZ CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COHEN-SCHULTZ CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of COHEN-SCHULTZ 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 COHEN-SCHULTZ 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 COHEN-SCHULTZ CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does COHEN-SCHULTZ CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,223, expenses of $33,009 and total assets of $426,616 at year end.

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