George & Betty Schaefer Foundation

Cincinnati, OH
Tax-exempt since May 1998
EIN: 31-1532097

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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

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

$101,744

Expenses

$23,387

Net Income

$78,357

Net Assets

$559,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,984	16.7%
Sales of Assets	$84,760	83.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,460	49.0%
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	$559,776
Total Liabilities	$0
Net Assets	$559,776

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on May 7, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$52,302

Expenses

$15,108

Net Income

$37,194

Net Assets

$481,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,595	27.9%
Sales of Assets	$37,707	72.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,425	42.5%
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	$481,670
Total Liabilities	$0
Net Assets	$481,670

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on June 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$26,989

Expenses

$10,528

Net Income

$16,461

Net Assets

$444,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,539	46.5%
Sales of Assets	$14,450	53.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,600	53.2%
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	$444,563
Total Liabilities	$0
Net Assets	$444,563

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on May 10, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$28,669

Expenses

$35,875

Net Income

-$7,206

Net Assets

$428,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,966	38.3%
Sales of Assets	$16,944	59.1%
Other Income	$759	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,125	86.8%
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	$428,372
Total Liabilities	$0
Net Assets	$428,372

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on June 3, 2022

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

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PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$28,781

Expenses

$151,794

Net Income

-$123,013

Net Assets

$437,294

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,836	41.1%
Sales of Assets	$16,545	57.5%
Other Income	$400	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,070	96.2%
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	$437,295
Total Liabilities	$1
Net Assets	$437,294

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on June 3, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$59,249

Expenses

$10,775

Net Income

$48,474

Net Assets

$559,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$253	0.4%
Dividends	$14,479	24.4%
Sales of Assets	$44,517	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	55.7%
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	$559,066
Total Liabilities	$1
Net Assets	$559,065

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on June 15, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$19,718

Expenses

$33,486

Net Income

-$13,768

Net Assets

$510,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$178	0.9%
Dividends	$13,495	68.4%
Sales of Assets	$6,045	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,500	85.1%
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	$510,594
Total Liabilities	$0
Net Assets	$510,594

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on Sept. 4, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$35,516

Expenses

$10,108

Net Income

$25,408

Net Assets

$524,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$112	0.3%
Dividends	$12,698	35.8%
Sales of Assets	$22,706	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	59.4%
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	$524,359
Total Liabilities	$0
Net Assets	$524,359

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on May 10, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$7,399

Expenses

$21,168

Net Income

-$13,769

Net Assets

$498,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.1%
Dividends	$11,894	> 100%
Sales of Assets	-$4,502
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,050	75.8%
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	$498,948
Total Liabilities	$0
Net Assets	$498,948

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on May 12, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$40,104

Expenses

$29,618

Net Income

$10,486

Net Assets

$512,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,915	32.2%
Sales of Assets	$27,189	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,000	87.8%
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	$512,717
Total Liabilities	$0
Net Assets	$512,717

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on May 5, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$73,597

Expenses

$82,305

Net Income

-$8,708

Net Assets

$502,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,317	20.8%
Sales of Assets	$58,280	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,448	94.1%
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	$502,231
Total Liabilities	$0
Net Assets	$502,231

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on April 20, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$44,086

Expenses

$63,361

Net Income

-$19,275

Net Assets

$510,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,951	33.9%
Sales of Assets	$29,135	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,600	90.9%
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	$510,940
Total Liabilities	$0
Net Assets	$510,940

Compensation

Key Employees and Officers	Compensation	Other
George A Schaefer Jr (Trustee)	$0	$0
Betty Ann Schaefer (Trustee)	$0	$0
George A Schaefer Iii (Trustee)	$0	$0

990-PF

Filed on May 9, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$54,234

Expenses

$68,845

Net Income

-$14,611

Net Assets

$530,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,854	29.2%
Sales of Assets	$38,380	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,287	94.8%
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	$530,215
Total Liabilities	$1
Net Assets	$530,214

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$24,399

Expenses

$54,166

Net Income

-$29,767

Net Assets

$544,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,610	68.1%
Sales of Assets	$7,789	31.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,900	92.1%
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	$544,830
Total Liabilities	$1
Net Assets	$544,829

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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George & Betty Schaefer Foundation

Organization summary

Type of Nonprofit

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001