Schoen Family Charitable Trust

John A Schoen Ttee

Loudon, TN
Tax-exempt since Sept. 2006
EIN: 20-6771963

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.68M (2024)

Expenses

$174k (2024)

Total Assets

$4.88M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,676,282

Expenses

$173,663

Net Income

$3,502,619

Net Assets

$4,881,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,890,466	78.6%
Interest Revenue	$201	0.0%
Dividends	$94,811	2.6%
Sales of Assets	$690,804	18.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,663	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,881,910
Total Liabilities	$0
Net Assets	$4,881,910

Compensation

Key Employees and Officers	Compensation	Other
Laura Mootz (Trustee)	$0	$8,011
Andrew Schoen (Trustee)	$0	$0

990-PF

Filed on March 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$362,892

Expenses

$107,772

Net Income

$255,120

Net Assets

$1,379,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$205,253	56.6%
Interest Revenue	$80	0.0%
Dividends	$73,759	20.3%
Sales of Assets	$83,800	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,772	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,379,291
Total Liabilities	$0
Net Assets	$1,379,291

Compensation

Key Employees and Officers	Compensation	Other
John Schoen (Trustee)	$0	$0
Laura Mootz (Trustee)	$0	$0

990-PF

Filed on March 21, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$81,078

Expenses

$136,624

Net Income

-$55,546

Net Assets

$1,124,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$29,314	36.2%
Interest Revenue	$69	0.1%
Dividends	$66,037	81.4%
Sales of Assets	-$14,342
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,624	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,124,171
Total Liabilities	$0
Net Assets	$1,124,171

Compensation

Key Employees and Officers	Compensation	Other
John Schoen (Trustee)	$0	$0
Laura Mootz (Trustee)	$0	$0

990-PF

Filed on March 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$107,516

Expenses

$101,232

Net Income

$6,284

Net Assets

$1,179,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$18,740	17.4%
Interest Revenue	$5	0.0%
Dividends	$62,744	58.4%
Sales of Assets	$26,027	24.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,232	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,179,717
Total Liabilities	$0
Net Assets	$1,179,717

Compensation

Key Employees and Officers	Compensation	Other
John Schoen (Trustee)	$0	$0
Laura Mootz (Trustee)	$0	$0

990-PF

Filed on March 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$249,147

Expenses

$86,829

Net Income

$162,318

Net Assets

$1,139,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,907	4.8%
Interest Revenue	$10	0.0%
Dividends	$50,214	20.2%
Sales of Assets	$187,016	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,829	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,139,189
Total Liabilities	$1
Net Assets	$1,139,188

Compensation

Key Employees and Officers	Compensation	Other
John Schoen (Trustee)	$0	$0
Laura Mootz (Trustrr)	$0	$0

990-PF

Filed on May 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$79,383

Expenses

$90,093

Net Income

-$10,710

Net Assets

$976,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,803	24.9%
Interest Revenue	$58	0.1%
Dividends	$54,062	68.1%
Sales of Assets	$5,460	6.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,482	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$976,871
Total Liabilities	$0
Net Assets	$976,871

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2015

Revenue

$101,228

Expenses

$92,535

Net Income

$8,693

Net Assets

$824,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,420	44.9%
Interest Revenue	$0
Dividends	$41,854	41.3%
Sales of Assets	$13,954	13.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,149	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$824,806
Total Liabilities	$0
Net Assets	$824,806

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$104,177

Expenses

$75,768

Net Income

$28,409

Net Assets

$812,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$47,818	45.9%
Interest Revenue	$0
Dividends	$40,793	39.2%
Sales of Assets	$15,566	14.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,323	96.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$812,659
Total Liabilities	$0
Net Assets	$812,659

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$130,335

Expenses

$58,249

Net Income

$72,086

Net Assets

$1,049,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$93,183	71.5%
Interest Revenue	$0
Dividends	$37,152	28.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,625	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,049,346
Total Liabilities	$0
Net Assets	$1,049,346

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$102,949

Expenses

$52,258

Net Income

$50,691

Net Assets

$977,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$68,583	66.6%
Interest Revenue	$0
Dividends	$34,366	33.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,726	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$977,260
Total Liabilities	$0
Net Assets	$977,260

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$129,414

Expenses

$46,170

Net Income

$83,244

Net Assets

$926,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$99,097	76.6%
Interest Revenue	$0
Dividends	$30,317	23.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,662	96.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$926,569
Total Liabilities	$0
Net Assets	$926,569

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Schoen Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.68M (2024)

Expenses $174k (2024)

Total Assets $4.88M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$3.68M (2024)

Expenses

$174k (2024)

Total Assets

$4.88M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2006