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Nonprofit · EIN 87-6985903

JACOBSON & SCHMITT ADVISORS IMPACT FUND

Also known as JASON SCHMITT TTEE

Tax-exempt · MIDDLETON, WI 53562

Financials

$10K$02022$21K$3K2023$34K$3K2024$38K$5K2025
Revenue Expenses · by fiscal year end
Financials of JACOBSON & SCHMITT ADVISORS IMPACT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,825$4,762$33,063$91,675$0$91,675
December 31, 2024990-PF$33,511$3,235$30,276$58,612$0$58,612
December 31, 2023990-PF$21,076$2,704$18,372$28,336$0$28,336
December 31, 2022990-PF$9,964$0$9,964$9,964$0$9,964
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$28,844
Dividends
$731
Interest
$1
Net gain from sales of assets
$5,200
Other income
$3,049

Expenses

Grants and similar amounts paid
$4,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$4,000
Excise tax on investment income
$114

Balance sheet and other

Total assets, start of year
$58,612
Total assets, end of year
$91,675
Total liabilities, end of year
$0
Net assets, end of year
$91,675
Fair market value of assets
$91,675
Qualifying distributions
$4,000
Net investment income
$8,981

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
JASON SCHMITT
10359 DEERFIELD RD, MONTGOMERY, OH 45242
TRUSTEE1$0
RICHARD VANDEN BOOGARD
627 ACADIA WAY, VERONA, WI 53593
TRUSTEE1$0
ADAM SWEET
5904 SCHUMANN DR, FITCHBURG, WI 53711
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JASON SCHMITT
10359 DEERFIELD RD, MONTGOMERY, OH 45242
TRUSTEE1$0
RICHARD VANDEN BOOGARD
627 ACADIA WAY, VERONA, WI 53593
TRUSTEE1$0
ADAM SWEET
5904 SCHUMANN DR, FITCHBURG, WI 53711
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JASON SCHMITT
10359 DEERFIELD RD, MONTGOMERY, OH 45242
TRUSTEE1$0
RICHARD VANDEN BOOGARD
627 ACADIA WAY, VERONA, WI 53593
TRUSTEE1$0
ADAM SWEET
5904 SCHUMANN DR, FITCHBURG, WI 53711
TRUSTEE1$0
990-PF for the year ended December 31, 2022: 3 people
NameTitleHours / weekCompensation
JASON SCHMITT
1409 BLUE RIDGE TRAIL, WAUNAKEE, WI 53597
TRUSTEE1$0
RICHARD VANDEN BOOGARD
627 ACADIA WAY, VERONA, WI 53593
TRUSTEE1$0
ADAM SWEET
5904 SCHUMANN DR, FITCHBURG, WI 53711
TRUSTEE1$0

Address and contacts

Address (IRS master file)
8333 GREENWAY BLVD STE 330, MIDDLETON, WI 53562-3684
In care of
% JASON SCHMITT
Signed the 990-PF
JASON SCHMITT, PRESIDENT
Phone
(608) 662-7502
Return prepared by
YAHARA CPAS 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
87-6985903
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$91,675
Income (IRS master file)
$63,780

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,825$4,762$91,675XML
990-PFDecember 2024$33,511$3,235$58,612XML
990-PFDecember 2023$21,076$2,704$28,336XML
990-PFDecember 2022$9,964$0$9,964XML

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 87-6985903).

Questions about JACOBSON & SCHMITT ADVISORS IMPACT FUND

What is the EIN of JACOBSON & SCHMITT ADVISORS IMPACT FUND?
The employer identification number (EIN) of JACOBSON & SCHMITT ADVISORS IMPACT FUND is 87-6985903.
Is JACOBSON & SCHMITT ADVISORS IMPACT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to JACOBSON & SCHMITT ADVISORS IMPACT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JACOBSON & SCHMITT ADVISORS IMPACT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of JACOBSON & SCHMITT ADVISORS IMPACT FUND 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 JACOBSON & SCHMITT ADVISORS IMPACT FUND 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 JACOBSON & SCHMITT ADVISORS IMPACT FUND?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does JACOBSON & SCHMITT ADVISORS IMPACT FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,825, expenses of $4,762 and total assets of $91,675 at year end.

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