The@Marillyn M And Robert W Schlutz Family Foundation

Schultz Robert W Ttee

Columbus Jct, IA
Tax-exempt since July 2001
EIN: 42-6609543

Receive an email when new data is available for this organization.

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 / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$6.04k (2024)

Expenses

$40.5k (2024)

Total Assets

$86.2k (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 Nov.
2024

Revenue

$6,035

Expenses

$40,465

Net Income

-$34,430

Net Assets

$86,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.2%
Dividends	$6,020	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,660	88.1%
Compensation of Officers*	$2,500	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$86,213
Total Liabilities	$0
Net Assets	$86,213

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$500	$0
Howard O Hagen (Director)	$500	$0
Susan Trader (Director)	$500	$0
Eric Schlutz (Director)	$500	$0
Matthew Hagen (Director)	$500	$0

+ View more people

990-PF

Filed on Oct. 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$55,433

Expenses

$35,284

Net Income

$20,149

Net Assets

$120,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.1%
Dividends	$4,453	8.0%
Sales of Assets	$50,945	91.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,746	92.8%
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	$120,643
Total Liabilities	$0
Net Assets	$120,643

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Howard O Hagen (Director)	$0	$0
Susan Trader (Director)	$0	$0
Eric Schlutz (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 14, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2022

Revenue

$44,510

Expenses

$43,137

Net Income

$1,373

Net Assets

$100,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$4,260	9.6%
Sales of Assets	$40,228	90.4%
Other Income	$8	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,740	78.2%
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	$100,494
Total Liabilities	$0
Net Assets	$100,494

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Howard O Hagen (Director)	$0	$0
Susan Trader (Director)	$0	$0
Eric Schlutz (Director)	$0	$0

+ View more people

990-PF

Filed on April 17, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$37,244

Expenses

$38,376

Net Income

-$1,132

Net Assets

$99,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$4,088	11.0%
Sales of Assets	$33,153	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,597	92.8%
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	$99,121
Total Liabilities	$0
Net Assets	$99,121

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Howard O Hagen (Director)	$0	$0
Susan Trader (Director)	$0	$0
Eric Schlutz (Director)	$0	$0

+ View more people

990-PF

Filed on March 2, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$20,368

Expenses

$25,588

Net Income

-$5,220

Net Assets

$100,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$3,917	19.2%
Sales of Assets	$16,445	80.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,588	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	$100,253
Total Liabilities	$1
Net Assets	$100,252

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Howard O Hagen (Director)	$0	$0
Susan Trader (Director)	$0	$0
Eric Schlutz (Director)	$0	$0

+ View more people

990-PF

Filed on Feb. 5, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$3,904

Expenses

$1,869

Net Income

$2,035

Net Assets

$105,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.3%
Dividends	$3,861	98.9%
Sales of Assets	$0
Other Income	$30	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000	53.5%
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	$105,473
Total Liabilities	$1
Net Assets	$105,472

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Howard O Hagen (Director)	$0	$0
Susan Trader (Director)	$0	$0
Eric Schlutz (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 14, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$3,291

Expenses

$49,511

Net Income

-$46,220

Net Assets

$103,438

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52	1.6%
Dividends	$3,239	98.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	70.7%
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	$103,438
Total Liabilities	$0
Net Assets	$103,438

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Howard O Hagen (Director)	$0	$0
Eric Schlutz (Director)	$0	$0
Susan Trader (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$8,346

Expenses

$4,872

Net Income

$3,474

Net Assets

$149,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	59.9%
Interest Revenue	$29	0.3%
Dividends	$3,317	39.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,000	82.1%
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	$149,658
Total Liabilities	$0
Net Assets	$149,658

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Howard O Hagen (Director)	$0	$0

990-PF

Filed on Feb. 14, 2019

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

View Filing

Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Nov.
2016

Revenue

$13,108

Expenses

$24,994

Net Income

-$11,886

Net Assets

$146,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	76.3%
Interest Revenue	$6	0.0%
Dividends	$3,102	23.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,162	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	$146,184
Total Liabilities	$0
Net Assets	$146,184

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Robert W Schlutz (Director)	$0	$0

990-PF

Filed on April 13, 2017

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Nov.
2015

Revenue

$2,783

Expenses

$17,389

Net Income

-$14,606

Net Assets

$158,070

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.2%
Dividends	$2,778	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,162	98.7%
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	$158,070
Total Liabilities	$0
Net Assets	$158,070

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Robert W Schlutz (Director)	$0	$0

990-PF

Filed on April 4, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

-$6,176

Expenses

$7,846

Net Income

-$14,022

Net Assets

$172,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$46
Interest Revenue	$7
Dividends	$3,346
Sales of Assets	-$9,575
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,650	97.5%
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	$172,676
Total Liabilities	$0
Net Assets	$172,676

Compensation

Key Employees and Officers	Compensation	Other
Marillyn M Schlutz (Director)	$0	$0
Robert W Schlutz (Director)	$0	$0

990-PF

Filed on Feb. 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$2,474

Expenses

$7,827

Net Income

-$5,353

Net Assets

$186,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.2%
Dividends	$2,468	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,650	97.7%
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	$186,698
Total Liabilities	$1
Net Assets	$186,697

990-PF

Filed on March 27, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$1,549

Expenses

$7,876

Net Income

-$6,327

Net Assets

$192,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.5%
Dividends	$1,542	99.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,650	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	$192,051
Total Liabilities	$0
Net Assets	$192,051

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$1,036

Expenses

$14,475

Net Income

-$13,439

Net Assets

$198,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	1.0%
Dividends	$1,026	99.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,214	98.2%
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	$198,378
Total Liabilities	$1
Net Assets	$198,377

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated April 20, 2026

The@Marillyn M And Robert W Schlutz Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.04k (2024)

Expenses $40.5k (2024)

Total Assets $86.2k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$6.04k (2024)

Expenses

$40.5k (2024)

Total Assets

$86.2k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001