Conrad Schanz And Nellie Grant Schanz Family Memorial Trust

Dallas, TX
Tax-exempt since Nov. 1992
EIN: 38-3066991

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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

−$142k (2024)

Expenses

$68.3k (2024)

Total Assets

$1.43M (2024)

Total Liabilities

$400 (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

-$141,995

Expenses

$68,345

Net Income

-$210,340

Net Assets

$1,433,542

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,527
Sales of Assets	-$200,708
Other Income	$1,186

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	61.5%
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	$1,433,942
Total Liabilities	$400
Net Assets	$1,433,542

Compensation

Key Employees and Officers	Compensation	Other
Brian J Plachta (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0
Emily Whitfield (Trustee)	$0	$0
Bob Schanz (Trustee)	$0	$0

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990-PF

Filed on July 30, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$78,748

Expenses

$24,202

Net Income

$54,546

Net Assets

$1,644,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$969	1.2%
Interest Revenue	$325	0.4%
Dividends	$51,453	65.3%
Sales of Assets	$25,582	32.5%
Other Income	$419	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$1,645,289
Total Liabilities	$1,000
Net Assets	$1,644,289

Compensation

Key Employees and Officers	Compensation	Other
Brian J Plachta (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0
Emily Whitfield (Trustee)	$0	$0
Bob Schanz (Trustee)	$0	$0

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990-PF

Filed on May 14, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$100,586

Expenses

$24,018

Net Income

$76,568

Net Assets

$1,588,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$93	0.1%
Dividends	$39,876	39.6%
Sales of Assets	$60,617	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$1,589,577
Total Liabilities	$1,270
Net Assets	$1,588,307

Compensation

Key Employees and Officers	Compensation	Other
Brian J Plachta (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0
Emily Whitfield (Trustee)	$0	$0
Bob Schanz (Trustee)	$0	$0

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990-PF

Filed on May 12, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$399,564

Expenses

$308,458

Net Income

$91,106

Net Assets

$1,516,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,532	0.9%
Dividends	$37,566	9.4%
Sales of Assets	$358,466	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,765	88.8%
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	$1,516,915
Total Liabilities	$0
Net Assets	$1,516,915

Compensation

Key Employees and Officers	Compensation	Other
Brian J Plachta (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0
Emily Whitfield (Trustee)	$0	$0
Bob Schanz (Trustee)	$0	$0

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990-PF

Filed on May 13, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$109,213

Expenses

$41,658

Net Income

$67,555

Net Assets

$1,426,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,850	8.1%
Dividends	$29,773	27.3%
Sales of Assets	$70,590	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$1,426,218
Total Liabilities	$1
Net Assets	$1,426,217

Compensation

Key Employees and Officers	Compensation	Other
Brian J Plachta (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0
Emily Whitfield (Trustee)	$0	$0
Bob Schanz (Trustee)	$0	$0

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990-PF

Filed on May 14, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$105,682

Expenses

$157,672

Net Income

-$51,990

Net Assets

$1,360,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,220	8.7%
Dividends	$26,217	24.8%
Sales of Assets	$70,245	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	79.3%
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	$1,360,357
Total Liabilities	$1
Net Assets	$1,360,356

Compensation

Key Employees and Officers	Compensation	Other
Brian J Plachta (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0
Emily Whitfield (Trustee)	$0	$0
Bob Schanz (Trustee)	$0	$0

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990-PF

Filed on May 18, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$84,378

Expenses

$60,542

Net Income

$23,836

Net Assets

$1,412,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,645	10.2%
Dividends	$23,327	27.6%
Sales of Assets	$52,406	62.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,000	41.3%
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	$1,412,347
Total Liabilities	$0
Net Assets	$1,412,347

Compensation

Key Employees and Officers	Compensation	Other
Brian J Plachta (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0
Emily Whitfield (Trustee)	$0	$0
Bob Schanz (Trustee)	$0	$0

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990-PF

Filed on May 15, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$111,469

Expenses

$123,005

Net Income

-$11,536

Net Assets

$1,388,511

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,941	5.3%
Dividends	$24,763	22.2%
Sales of Assets	$80,716	72.4%
Other Income	$49	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,500	67.9%
Compensation of Officers*	$3,500	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,389,601
Total Liabilities	$1,090
Net Assets	$1,388,511

Compensation

Key Employees and Officers	Compensation	Other
Donald K Schanz (Trustee)	$3,000	$0
Emily Whitfield (Trustee)	$500	$0
Brian J Plachta (Trustee)	$0	$0
Mary Catherine Pollack (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0

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990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$38,162

Expenses

$78,619

Net Income

-$40,457

Net Assets

$1,400,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,356	11.4%
Dividends	$23,817	62.4%
Sales of Assets	$8,675	22.7%
Other Income	$1,314	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,000	48.3%
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	$1,400,047
Total Liabilities	$0
Net Assets	$1,400,047

Compensation

Key Employees and Officers	Compensation	Other
Donald K Schanz (Trustee)	$0	$0
Brian J Plachta (Trustee)	$0	$0
Mary Catherine Pollack (Trustee)	$0	$0
Jane Thornton (Trustee)	$0	$0

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990-PF

Filed on May 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$48,949

Expenses

$77,757

Net Income

-$28,808

Net Assets

$1,440,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,091	8.4%
Dividends	$25,426	51.9%
Sales of Assets	$19,432	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,875	53.9%
Compensation of Officers*	$1,875	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,440,504
Total Liabilities	$0
Net Assets	$1,440,504

Compensation

Key Employees and Officers	Compensation	Other
Donald K Schanz (Trustee)	$500	$0
Mary Catherine Pollack (Trustee)	$500	$0
Jane Thornton (Trustee)	$500	$0
Brian J Plachta (Trustee)	$375	$0

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990-PF

Filed on May 20, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$224,635

Expenses

$141,125

Net Income

$83,510

Net Assets

$1,469,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,015	3.6%
Dividends	$31,409	14.0%
Sales of Assets	$185,211	82.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,375	75.4%
Compensation of Officers*	$6,375	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,469,950
Total Liabilities	$638
Net Assets	$1,469,312

Compensation

Key Employees and Officers	Compensation	Other
Donald K Schanz (Trustee)	$3,000	$0
Mary Catherine Pollack (Trustee)	$1,500	$0
Jane Thornton (Trustee)	$1,500	$0
Brian J Plachta (Trustee)	$375	$0

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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

$161,552

Expenses

$192,430

Net Income

-$30,878

Net Assets

$1,385,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,866	6.7%
Dividends	$25,320	15.7%
Sales of Assets	$125,366	77.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,375	81.3%
Compensation of Officers*	$6,375	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,386,310
Total Liabilities	$508
Net Assets	$1,385,802

Compensation

Key Employees and Officers	Compensation	Other
Donald K Schanz (Trustee)	$3,000	$0
Mary Catherine Pollack (Trustee)	$1,500	$0
Jane Thornton (Trustee)	$1,500	$0
Brian J Plachta (Trustee)	$375	$0

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990-PF

Filed on May 28, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$109,523

Expenses

$164,166

Net Income

-$54,643

Net Assets

$1,416,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,893	9.0%
Dividends	$30,847	28.2%
Sales of Assets	$68,451	62.5%
Other Income	$332	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,875	79.1%
Compensation of Officers*	$4,875	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,417,110
Total Liabilities	$430
Net Assets	$1,416,680

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$103,782

Expenses

$201,873

Net Income

-$98,091

Net Assets

$1,471,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,403	12.0%
Dividends	$30,560	29.4%
Sales of Assets	$60,789	58.6%
Other Income	$30	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,875	81.7%
Compensation of Officers*	$4,875	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,471,768
Total Liabilities	$445
Net Assets	$1,471,323

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

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Updated January 26, 2026

Conrad Schanz And Nellie Grant Schanz Family Memorial Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$142k (2024)

Expenses $68.3k (2024)

Total Assets $1.43M (2024)

Total Liabilities $400 (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

−$142k (2024)

Expenses

$68.3k (2024)

Total Assets

$1.43M (2024)

Total Liabilities

$400 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

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2020

Fiscal Year Ending Dec.
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2018

Fiscal Year Ending Dec.
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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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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