Edward & Hildegarde H Schaefer Foundation

Fort Wayne, IN
Tax-exempt since June 1962
EIN: 35-6043926

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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.

Donations to this organization are tax deductible.

Revenue

$222k (2024)

Expenses

$102k (2024)

Total Assets

$1.91M (2024)

Total Liabilities

$0 (2024)

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

$222,214

Expenses

$101,905

Net Income

$120,309

Net Assets

$1,906,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,125	2.3%
Dividends	$39,807	17.9%
Sales of Assets	$177,282	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,528	93.7%
Compensation of Officers*	$12,621	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,906,821
Total Liabilities	$0
Net Assets	$1,906,821

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$12,621	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on May 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$25,400

Expenses

$106,631

Net Income

-$81,231

Net Assets

$1,786,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,643	> 100%
Sales of Assets	-$12,243
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,525	94.3%
Compensation of Officers*	$11,550	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,786,512
Total Liabilities	$0
Net Assets	$1,786,512

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$11,550	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on March 27, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$59,357

Expenses

$108,494

Net Income

-$49,137

Net Assets

$1,867,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,966	50.5%
Sales of Assets	$29,391	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,497	94.5%
Compensation of Officers*	$11,893	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,867,743
Total Liabilities	$0
Net Assets	$1,867,743

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$11,893	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on April 11, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$444,490

Expenses

$93,283

Net Income

$351,207

Net Assets

$1,916,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,234	0.3%
Dividends	$26,974	6.1%
Sales of Assets	$416,282	93.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,819	93.1%
Compensation of Officers*	$12,837	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,916,880
Total Liabilities	$0
Net Assets	$1,916,880

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$12,837	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on May 9, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$183,483

Expenses

$84,707

Net Income

$98,776

Net Assets

$1,565,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$987	0.5%
Dividends	$29,007	15.8%
Sales of Assets	$153,489	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,711	92.9%
Compensation of Officers*	$11,022	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,565,673
Total Liabilities	$1
Net Assets	$1,565,672

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$11,022	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on May 12, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$463,643

Expenses

$85,793

Net Income

$377,850

Net Assets

$1,466,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$987	0.2%
Dividends	$30,727	6.6%
Sales of Assets	$431,929	93.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,453	93.8%
Compensation of Officers*	$10,506	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,466,897
Total Liabilities	$1
Net Assets	$1,466,896

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$10,506	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on April 29, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$36,488

Expenses

$77,478

Net Income

-$40,990

Net Assets

$1,089,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,829	5.0%
Dividends	$32,174	88.2%
Sales of Assets	$2,485	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,135	93.1%
Compensation of Officers*	$10,269	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,089,047
Total Liabilities	$0
Net Assets	$1,089,047

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$10,269	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$27,573

Expenses

$79,257

Net Income

-$51,684

Net Assets

$1,130,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,800	6.5%
Dividends	$28,298	> 100%
Sales of Assets	-$2,525
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,929	90.8%
Compensation of Officers*	$13,857	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,130,037
Total Liabilities	$0
Net Assets	$1,130,037

Compensation

Key Employees and Officers	Compensation	Other
First Merchants Bank (Trustee)	$13,857	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on May 11, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$13,630

Expenses

$77,889

Net Income

-$64,259

Net Assets

$1,181,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,829	50.1%
Dividends	$27,071	> 100%
Sales of Assets	-$20,270
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,897	91.0%
Compensation of Officers*	$12,793	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,181,721
Total Liabilities	$0
Net Assets	$1,181,721

Compensation

Key Employees and Officers	Compensation	Other
Iab Financial Bank (Trustee)	$12,793	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (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

$49,692

Expenses

$79,765

Net Income

-$30,073

Net Assets

$1,245,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,802	11.7%
Dividends	$27,097	54.5%
Sales of Assets	$16,793	33.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,133	91.7%
Compensation of Officers*	$13,265	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,245,980
Total Liabilities	$0
Net Assets	$1,245,980

Compensation

Key Employees and Officers	Compensation	Other
Iab Financial Bank (Trustee)	$13,265	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$33,335

Expenses

$72,545

Net Income

-$39,210

Net Assets

$1,276,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,282	18.8%
Dividends	$26,746	80.2%
Sales of Assets	$307	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,023	91.0%
Compensation of Officers*	$13,035	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,276,053
Total Liabilities	$0
Net Assets	$1,276,053

Compensation

Key Employees and Officers	Compensation	Other
Iab Financial Bank (Trustee)	$13,035	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

990-PF

Filed on May 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$84,189

Expenses

$52,814

Net Income

$31,375

Net Assets

$1,315,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,255	2.7%
Dividends	$24,073	28.6%
Sales of Assets	$57,861	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,657	77.0%
Compensation of Officers*	$16,313	30.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,315,263
Total Liabilities	$0
Net Assets	$1,315,263

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank (Trustee)	$8,313	$0
Iab Financial Bank (Trustee)	$8,000	$0
Patricia Schaefer (Trustee)	$0	$0
Diane S Humphrey (Trustee)	$0	$0

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990-PF

Filed on April 9, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$139,848

Expenses

$74,104

Net Income

$65,744

Net Assets

$1,283,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,184	1.6%
Dividends	$31,842	22.8%
Sales of Assets	$105,822	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,552	87.1%
Compensation of Officers*	$19,104	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,283,888
Total Liabilities	$1
Net Assets	$1,283,887

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$147,342

Expenses

$61,192

Net Income

$86,150

Net Assets

$1,218,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,382	2.3%
Dividends	$33,710	22.9%
Sales of Assets	$110,250	74.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,196	85.3%
Compensation of Officers*	$17,992	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,218,144
Total Liabilities	$1
Net Assets	$1,218,143

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

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Edward & Hildegarde H Schaefer Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $222k (2024)

Expenses $102k (2024)

Total Assets $1.91M (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

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

Revenue

$222k (2024)

Expenses

$102k (2024)

Total Assets

$1.91M (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.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001