Norman C Schultz Foundation

Rcho Santa Fe, CA
Tax-exempt since May 1984
EIN: 43-1310425

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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

$163k (2024)

Expenses

$147k (2024)

Total Assets

$1.44M (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

$163,086

Expenses

$147,283

Net Income

$15,803

Net Assets

$1,442,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$62,500	38.3%
Interest Revenue	$0
Dividends	$60,461	37.1%
Sales of Assets	$39,073	24.0%
Other Income	$1,052	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,812	83.4%
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	$1,442,044
Total Liabilities	$0
Net Assets	$1,442,044

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on March 20, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$147,829

Expenses

$161,761

Net Income

-$13,932

Net Assets

$1,460,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,000	50.7%
Interest Revenue	$0
Dividends	$58,686	39.7%
Sales of Assets	$14,143	9.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,156	79.8%
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	$1,460,706
Total Liabilities	$0
Net Assets	$1,460,706

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on Feb. 25, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$85,843

Expenses

$166,301

Net Income

-$80,458

Net Assets

$1,474,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,069	65.3%
Sales of Assets	$29,774	34.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,567	86.9%
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	$1,474,638
Total Liabilities	$0
Net Assets	$1,474,638

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on March 21, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$106,649

Expenses

$180,292

Net Income

-$73,643

Net Assets

$1,558,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,025	51.6%
Sales of Assets	$51,624	48.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,916	88.1%
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	$1,558,775
Total Liabilities	$0
Net Assets	$1,558,775

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on March 24, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$266,762

Expenses

$149,174

Net Income

$117,588

Net Assets

$1,632,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,262	24.5%
Sales of Assets	$198,088	74.3%
Other Income	$3,412	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,100	81.9%
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	$1,632,418
Total Liabilities	$1
Net Assets	$1,632,417

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on Aug. 4, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$111,176

Expenses

$200,311

Net Income

-$89,135

Net Assets

$1,529,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,875	62.9%
Sales of Assets	$31,404	28.2%
Other Income	$9,897	8.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,225	85.0%
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	$1,529,333
Total Liabilities	$1
Net Assets	$1,529,332

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on March 28, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$117,112

Expenses

$185,518

Net Income

-$68,406

Net Assets

$1,641,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,707	62.1%
Sales of Assets	$38,399	32.8%
Other Income	$6,006	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,575	83.3%
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	$1,641,599
Total Liabilities	$0
Net Assets	$1,641,599

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on May 20, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$116,151

Expenses

$208,151

Net Income

-$92,000

Net Assets

$1,710,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,196	68.2%
Sales of Assets	$36,955	31.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,200	88.5%
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	$1,710,005
Total Liabilities	$0
Net Assets	$1,710,005

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (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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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$110,846

Expenses

$179,942

Net Income

-$69,096

Net Assets

$1,802,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,265	74.2%
Sales of Assets	$28,581	25.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,550	82.6%
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	$1,802,005
Total Liabilities	$0
Net Assets	$1,802,005

Compensation

Key Employees and Officers	Compensation	Other
Norman C Schultz (Trustee)	$0	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$122,767

Expenses

$150,350

Net Income

-$27,583

Net Assets

$1,890,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,393	64.7%
Sales of Assets	$43,374	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,700	82.9%
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	$1,890,976
Total Liabilities	$0
Net Assets	$1,890,976

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$128,756

Expenses

$271,235

Net Income

-$142,479

Net Assets

$1,918,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,775	69.7%
Sales of Assets	$38,731	30.1%
Other Income	$250	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$230,960	85.2%
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	$1,918,559
Total Liabilities	$0
Net Assets	$1,918,559

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$162,251

Expenses

$316,093

Net Income

-$153,842

Net Assets

$2,061,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,414	54.5%
Sales of Assets	$73,834	45.5%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,860	92.3%
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	$2,061,038
Total Liabilities	$0
Net Assets	$2,061,038

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$150,493

Expenses

$232,087

Net Income

-$81,594

Net Assets

$2,214,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,598	66.8%
Sales of Assets	$49,669	33.0%
Other Income	$226	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,260	91.0%
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	$2,214,880
Total Liabilities	$0
Net Assets	$2,214,880

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$141,190

Expenses

$244,717

Net Income

-$103,527

Net Assets

$2,296,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$99,503	70.5%
Sales of Assets	$29,436	20.8%
Other Income	$12,242	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,643	95.9%
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	$2,296,474
Total Liabilities	$0
Net Assets	$2,296,474

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Updated March 23, 2026

Norman C Schultz Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $163k (2024)

Expenses $147k (2024)

Total Assets $1.44M (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

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

Revenue

$163k (2024)

Expenses

$147k (2024)

Total Assets

$1.44M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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