Nonprofit · EIN 94-3192795
STEPHEN C & PATRICIA A SCHOTT FOUNDATION
Tax-exempt · SANTA CLARA, CA 95050
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,171,206 | $5,589,261 | -$4,418,055 | $23,936,271 | $0 | $23,936,271 |
| December 31, 2024 | 990-PF | $2,251,535 | $1,708,524 | $543,011 | $28,372,077 | $0 | $28,372,077 |
| December 31, 2023 | 990-PF | $1,575,679 | $1,998,226 | -$422,547 | $27,829,144 | $0 | $27,829,144 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $761,839
- Interest
- $360,436
- Net gain from sales of assets
- $39,058
- Other income
- $9,873
Expenses
- Grants and similar amounts paid
- $5,329,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $5,341,487
- Excise tax on investment income
- $12,662
Balance sheet and other
- Total assets, start of year
- $28,372,077
- Total assets, end of year
- $23,936,271
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,936,271
- Fair market value of assets
- $33,296,301
- Qualifying distributions
- $5,341,487
- Net investment income
- $1,158,707
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen C Schott 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | President | 0 | $0 |
| Patricia A Schott 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | Vice President | 0 | $0 |
| Daniel M Ikeda 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | CFO/Secretary/Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen C Schott 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | President | 0 | $0 |
| Patricia A Schott 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | Vice President | 0 | $0 |
| Daniel M Ikeda 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | CFO/Secretary/Treasurer | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen C Schott 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | President | 0 | $0 |
| Patricia A Schott 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | Vice President | 0 | $0 |
| Daniel M Ikeda 404 Saratoga Avenue Suite 100, Santa Clara, CA 95050 | CFO/Secretary/Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 404 SARATOGA AVE STE 100, SANTA CLARA, CA 95050-7000
- In care of
- % CITATION HOMES C/O JESTER LI
- Signed the 990-PF
- Jester Liao, VP Finance
- Phone
- (408) 985-6000
- Return prepared by
- KRUTILLA & ASSOCIATES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3192795 or by the name STEPHEN C & PATRICIA A SCHOTT FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3192795
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $23,936,271
- Income (IRS master file)
- $17,076,624
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,171,206 | $5,589,261 | $23,936,271 | XML |
| 990-PF | December 2024 | $2,251,535 | $1,708,524 | $28,372,077 | XML |
| 990-PF | December 2023 | $1,575,679 | $1,998,226 | $27,829,144 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 94-3192795).
Questions about STEPHEN C & PATRICIA A SCHOTT FOUNDATION
- What is the EIN of STEPHEN C & PATRICIA A SCHOTT FOUNDATION?
- The employer identification number (EIN) of STEPHEN C & PATRICIA A SCHOTT FOUNDATION is 94-3192795.
- Is STEPHEN C & PATRICIA A SCHOTT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to STEPHEN C & PATRICIA A SCHOTT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN C & PATRICIA A SCHOTT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN C & PATRICIA A SCHOTT 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 STEPHEN C & PATRICIA A SCHOTT 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 STEPHEN C & PATRICIA A SCHOTT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does STEPHEN C & PATRICIA A SCHOTT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,171,206, expenses of $5,589,261 and total assets of $23,936,271 at year end.
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