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Nonprofit · EIN 87-1806697

IM SCHOENBERG FOUNDATION

Tax-exempt · MIDLOTHIAN, VA 23112

Financials

$4K$5K2023$1K$1K2024$6K$1K2025
Revenue Expenses · by fiscal year end
Financials of IM SCHOENBERG FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,857$1,440$4,417$24,991$0$24,991
December 31, 2024990-PF$1,000$1,132-$132$20,574$0$20,574
December 31, 2023990-PF$4,134$4,587-$453$20,706$0$20,706
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$632
Net gain from sales of assets
$5,189
Other income
$36

Expenses

Grants and similar amounts paid
$104
Excise tax on investment income
$72

Balance sheet and other

Total assets, start of year
$20,574
Total assets, end of year
$24,991
Total liabilities, end of year
$0
Net assets, end of year
$24,991
Fair market value of assets
$24,991
Net investment income
$5,189

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
PHAEDRA PUTNAM
5400 ORCHARD GROVE LANE, MIDLOTHIAN, VA 23112
TRUSTEE10$0
THOMAS PUTNAM
5400 ORCHARD GROVE LANE, MIDLOTHIAN, VA 23112
TRUSTEE10$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
PHAEDRA PUTNAM
5400 ORCHARD GROVE LANE, MIDLOTHIAN, VA 23112
TRUSTEE10$0
THOMAS PUTNAM
5400 ORCHARD GROVE LANE, MIDLOTHIAN, VA 23112
TRUSTEE10$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PHAEDRA PUTNAM
5400 ORCHARD GROVE LANE, MIDLOTHIAN, VA 23112
TRUSTEE10$0
THOMAS PUTNAM
5400 ORCHARD GROVE LANE, MIDLOTHIAN, VA 23112
TRUSTEE10$0

Address and contacts

Address (IRS master file)
5400 ORCHARD GROVE LN, MIDLOTHIAN, VA 23112-2393
Signed the 990-PF
PHAEDRA PUTNAM, TRUSTEE
Phone
(757) 532-6516
Return prepared by
Carrington Financial Services LLC

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
87-1806697
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$24,991
Income (IRS master file)
$12,738

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,857$1,440$24,991IRS
990-PFDecember 2024$1,000$1,132$20,574IRS
990-PFDecember 2023$4,134$4,587$20,706XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 87-1806697).

Questions about IM SCHOENBERG FOUNDATION

What is the EIN of IM SCHOENBERG FOUNDATION?
The employer identification number (EIN) of IM SCHOENBERG FOUNDATION is 87-1806697.
Is IM SCHOENBERG FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to IM SCHOENBERG FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IM SCHOENBERG FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of IM SCHOENBERG 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 IM SCHOENBERG 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 IM SCHOENBERG FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does IM SCHOENBERG FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,857, expenses of $1,440 and total assets of $24,991 at year end.

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