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Steven And Marcy Schaeffer Family Foundation Inc

  • Ithaca, NY
  • Tax-exempt since Sept. 2012
  • EIN: 45-5339818

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
$759k (2024)

Expenses
$201k (2024)

Total Assets
$2.75M (2024)

Total Liabilities
$0 (2024)

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$758,693
Expenses
$200,910
Net Income
$557,783
Net Assets
$2,752,310
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $479,702
63.2%
Interest Revenue $0
Dividends $77,171
10.2%
Sales of Assets $201,820
26.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $167,275
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 $2,752,310
Total Liabilities $0
Net Assets $2,752,310
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Kelsey Jane Gardner (Director, Treasurer) $0 $0
Leslie D Wagner (Director, Assistant Treasurer) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director, Assistant Secretary) $0 $0
Julie A Schaeffer (Director, Vice President) $0 $0
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Document Links

990-PF
Filed on May 7, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$152,565
Expenses
$160,962
Net Income
-$8,397
Net Assets
$2,194,527
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $80,423
52.7%
Sales of Assets $70,629
46.3%
Other Income $1,513
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $138,000
85.7%
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 $2,194,527
Total Liabilities $0
Net Assets $2,194,527
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Kelsey Jane Gardner (Director, Treasurer) $0 $0
Leslie D Wagner (Director, Assistant Treasurer) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director, Assistant Secretary) $0 $0
Julie A Schaeffer (Director, Vice President) $0 $0
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Document Links

990-PF
Filed on May 14, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,099
Expenses
$142,349
Net Income
-$108,250
Net Assets
$2,202,924
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $61,054
> 100%
Sales of Assets -$26,955
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,000
92.0%
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 $2,202,924
Total Liabilities $0
Net Assets $2,202,924
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assistant Treasu) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director) $0 $0
Julie A Schaeffer (Director, Vice President) $0 $0
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Document Links

990-PF
Filed on May 4, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,914
Expenses
$136,895
Net Income
-$8,981
Net Assets
$2,311,174
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $67,509
52.8%
Sales of Assets $60,405
47.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $130,000
95.0%
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 $2,311,174
Total Liabilities $0
Net Assets $2,311,174
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assistant Treasu) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director) $0 $0
Julie A Schaeffer (Director, Vice President) $0 $0
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Document Links

990-PF
Filed on May 3, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,539
Expenses
$169,140
Net Income
-$18,601
Net Assets
$2,320,154
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $67,021
44.5%
Sales of Assets $83,518
55.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $151,500
89.6%
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 $2,320,155
Total Liabilities $1
Net Assets $2,320,154
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assistant Treasu) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director) $0 $0
Julie A Schaeffer (Director, Vice President) $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 Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$138,916
Expenses
$157,077
Net Income
-$18,161
Net Assets
$2,338,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $65,752
47.3%
Sales of Assets $73,164
52.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $139,000
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 $2,338,756
Total Liabilities $1
Net Assets $2,338,755
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assistant Treasu) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director, Vice President) $0 $0
Julie A Schaeffer (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$140,938
Expenses
$126,665
Net Income
$14,273
Net Assets
$2,356,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000
3.5%
Interest Revenue $0
Dividends $66,032
46.9%
Sales of Assets $69,906
49.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $113,333
89.5%
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 $2,356,917
Total Liabilities $0
Net Assets $2,356,917
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assistant Treasurer) $0 $0
Julie A Schaeffer (Director, Assistant Secretary) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 3, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$200,499
Expenses
$172,082
Net Income
$28,417
Net Assets
$2,342,644
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,822
29.3%
Sales of Assets $141,677
70.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $146,069
84.9%
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 $2,342,644
Total Liabilities $0
Net Assets $2,342,644
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assistant Treasurer) $0 $0
Julie A Schaeffer (Director, Vice President) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$86,682
Expenses
$139,670
Net Income
-$52,988
Net Assets
$2,314,227
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $59,120
68.2%
Sales of Assets $27,562
31.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,883
86.5%
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 $2,314,227
Total Liabilities $0
Net Assets $2,314,227
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assitant Treasur) $0 $0
Julie A Schaeffer (Director, Vice President) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,112
Expenses
$136,583
Net Income
-$71,471
Net Assets
$2,367,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $58,104
89.2%
Sales of Assets $7,008
10.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,854
87.8%
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 $2,367,215
Total Liabilities $0
Net Assets $2,367,215
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assitant Treasur) $0 $0
Julie A Schaeffer (Director, Vice President) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea I Kabcenell (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 2, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,418
Expenses
$124,483
Net Income
-$34,065
Net Assets
$2,438,686
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $57,882
64.0%
Sales of Assets $32,536
36.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,000
90.0%
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 $2,438,686
Total Liabilities $0
Net Assets $2,438,686
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assitant Treasur) $0 $0
Julie Schaeffer (Director, Vice President) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea Kabcenell (Director) $0 $0
+ View more people

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990-PF
Filed on July 8, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,390
Expenses
$74,646
Net Income
-$27,256
Net Assets
$2,472,751
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25
0.1%
Interest Revenue $0
Dividends $36,577
77.2%
Sales of Assets $10,788
22.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,500
58.3%
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 $2,472,751
Total Liabilities $0
Net Assets $2,472,751
Compensation
Key Employees and Officers Compensation Other
Marcy C Schaeffer (Director, President) $0 $0
Steven F Schaeffer (Director, Treasurer) $0 $0
Kelsey Jane Gardner (Director, Assitant Treasur) $0 $0
Julie Schaeffer (Director, Vice President) $0 $0
Leslie D Wagner (Director) $0 $0
James R Franz (Director, Secretary) $0 $0
Andrea Kabcenell (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on May 15, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,500,007
Expenses
$0
Net Income
$2,500,007
Net Assets
$2,500,007
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,500,000
100.0%
Interest Revenue $0
Dividends $7
0.0%
Sales of Assets $0
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 $2,500,007
Total Liabilities $0
Net Assets $2,500,007

Document Links

990-PF

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

PDF

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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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.

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