Nonprofit · EIN 82-4339510
SCHAEFER FAMILY CHARITABLE TRUST
Tax-exempt · MADISON, WI 53719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $538,294 | $77,475 | $460,819 | $1,453,929 | $0 | $1,453,929 |
| October 31, 2024 | 990-PF | $100,667 | $66,490 | $34,177 | $993,506 | $0 | $993,506 |
| October 31, 2023 | 990-PF | -$7,987 | $67,665 | -$75,652 | $959,331 | $0 | $959,331 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $494,435
- Dividends
- $46,688
- Interest
- $724
- Net gain from sales of assets
- -$3,553
Expenses
- Grants and similar amounts paid
- $58,000
- Disbursements for charitable purposes
- $58,500
- Excise tax on investment income
- $407
Balance sheet and other
- Total assets, start of year
- $993,506
- Total assets, end of year
- $1,453,929
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,453,929
- Fair market value of assets
- $1,914,778
- Qualifying distributions
- $58,500
- Net investment income
- $47,412
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SCHAEFER 708 TIMBER RIDGE, SUN PRAIRIE, WI 53590 | Trustee | 1 | $0 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SCHAEFER 708 TIMBER RIDGE, SUN PRAIRIE, WI 53590 | Trustee | 1 | $0 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN SCHAEFER 708 TIMBER RIDGE, SUN PRAIRIE, WI 53590 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- C/O FIRST BUSINESS 401 CHARMANY DR, MADISON, WI 53719-0000
- In care of
- % FIRST BUSINESS
- Signed the 990-PF
- JOHN JAN SCHAEFER, TRUSTEE
- Phone
- (608) 516-6633
- Return prepared by
- ERNST & YOUNG US 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 82-4339510
- 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
- 2018
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,453,929
- Income (IRS master file)
- $1,172,050
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $538,294 | $77,475 | $1,453,929 | XML |
| 990-PF | October 2024 | $100,667 | $66,490 | $993,506 | XML |
| 990-PF | October 2023 | -$7,987 | $67,665 | $959,331 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 82-4339510).
Questions about SCHAEFER FAMILY CHARITABLE TRUST
- What is the EIN of SCHAEFER FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of SCHAEFER FAMILY CHARITABLE TRUST is 82-4339510.
- Is SCHAEFER FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to SCHAEFER FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SCHAEFER FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SCHAEFER FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SCHAEFER FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of SCHAEFER FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SCHAEFER FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $538,294, expenses of $77,475 and total assets of $1,453,929 at year end.
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All nonprofits in MADISON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations