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Roberta Schaefer Family Foundation

  • Glen Cove, NY
  • Tax-exempt since Feb. 2013
  • EIN: 45-2036152

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$670k (2024)

Expenses
$483k (2024)

Total Assets
$6.95M (2024)

Total Liabilities
$2.91k (2024)

Years with missing data
Source: Form 990 tax filings from 2012 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 May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$670,280
Expenses
$483,493
Net Income
$186,787
Net Assets
$6,942,854
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $23,752
3.5%
Dividends $200,426
29.9%
Sales of Assets $446,033
66.5%
Other Income $69
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $406,600
84.1%
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 $6,945,759
Total Liabilities $2,905
Net Assets $6,942,854
Compensation
Key Employees and Officers Compensation Other
Roberta Waller (Director & President) $0 $0
Bruce Waller (Director, Vice Pres, Secre) $0 $0
Scott L Goldberger (Director) $0 $0
Leonard Gleicher (Director) $0 $0
Martin Gersten (Director) $0 $0
Charles Parisi (Director) $0 $0
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Document Links

990-PF
Filed on March 8, 2025

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

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$265,036
Expenses
$526,527
Net Income
-$261,491
Net Assets
$6,755,790
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20,024
7.6%
Dividends $187,129
70.6%
Sales of Assets $57,131
21.6%
Other Income $752
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $452,300
85.9%
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 $6,761,983
Total Liabilities $6,193
Net Assets $6,755,790
Compensation
Key Employees and Officers Compensation Other
Roberta Waller (Director & President) $0 $0
Bruce Waller (Director, Vice Pres, Secre) $0 $0
Scott L Goldberger (Director) $0 $0
Leonard Gleicher (Director) $0 $0
Martin Gersten (Director) $0 $0
Charles Parisi (Director) $0 $0
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Document Links

990-PF
Filed on March 5, 2024

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

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$695,482
Expenses
$444,326
Net Income
$251,156
Net Assets
$7,011,443
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,259
2.8%
Dividends $190,287
27.4%
Sales of Assets $485,712
69.8%
Other Income $224
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $364,000
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 $7,011,443
Total Liabilities $0
Net Assets $7,011,443
Compensation
Key Employees and Officers Compensation Other
Roberta Waller (Director & President) $0 $0
Bruce Waller (Director, Vice Pres, Secre) $0 $0
Scott L Goldberger (Director) $0 $0
Leonard Gleicher (Director) $0 $0
Martin Gersten (Director) $0 $0
Charles Parisi (Director) $0 $0
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Document Links

990-PF
Filed on March 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$933,790
Expenses
$496,472
Net Income
$437,318
Net Assets
$6,784,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $19,352
2.1%
Dividends $154,849
16.6%
Sales of Assets $747,558
80.1%
Other Income $12,031
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $430,000
86.6%
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 $6,784,007
Total Liabilities $0
Net Assets $6,784,007
Compensation
Key Employees and Officers Compensation Other
Roberta Waller (Director & President) $0 $0
Bruce Waller (Director, Vice Pres, Secre) $0 $0
Scott L Goldberger (Director) $0 $0
Leonard Gleicher (Director) $0 $0
Martin Gersten (Director) $0 $0
Charles Parisi (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on April 15, 2022

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

View Filing
PDF XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$34,757
Expenses
$480,320
Net Income
-$515,077
Net Assets
$6,368,659
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20,585
Dividends $191,800
Sales of Assets $0
Other Income $309
Notable Expenses Percent of Total Expenses
Charitable Disbursements $401,000
83.5%
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 $6,368,660
Total Liabilities $1
Net Assets $6,368,659
Compensation
Key Employees and Officers Compensation Other
Roberta Waller (Director & President) $0 $0
Bruce Waller (Director, Vice Pres, Secre) $0 $0
Scott L Goldberger (Director) $0 $0
Leonard Gleicher (Director) $0 $0
Martin Gersten (Director) $0 $0
Charles Parisi (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 17, 2021

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

View Filing
XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$592,775
Expenses
$455,956
Net Income
$136,819
Net Assets
$6,858,356
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20,508
3.5%
Dividends $207,705
35.0%
Sales of Assets $364,562
61.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $370,000
81.1%
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 $6,948,356
Total Liabilities $90,000
Net Assets $6,858,356

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$428,092
Expenses
$378,046
Net Income
$50,046
Net Assets
$6,768,461
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,814
3.9%
Dividends $158,472
37.0%
Sales of Assets $252,806
59.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $281,900
74.6%
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 $6,769,336
Total Liabilities $875
Net Assets $6,768,461

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$543,521
Expenses
$243,800
Net Income
$299,721
Net Assets
$6,717,426
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $16,948
3.1%
Dividends $161,430
29.7%
Sales of Assets $365,143
67.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,131
63.6%
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 $6,717,542
Total Liabilities $116
Net Assets $6,717,426

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$202,973
Expenses
$391,743
Net Income
-$188,770
Net Assets
$6,419,248
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $27,917
13.8%
Dividends $145,283
71.6%
Sales of Assets $29,773
14.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $329,552
84.1%
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 $6,424,024
Total Liabilities $4,776
Net Assets $6,419,248

Document Links

990-PF

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

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,066,667
Expenses
$454,368
Net Income
$6,612,299
Net Assets
$6,610,994
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,970,792
98.6%
Interest Revenue $30,203
0.4%
Dividends $144,467
2.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $439,550
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 $6,649,209
Total Liabilities $38,215
Net Assets $6,610,994

Document Links

990-PF

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

PDF
PDF (2 of 2)

About This Data

What Is This Data?

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.

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About Nonprofit Explorer

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.

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