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Francis W And Marietta Schaefer Foundation Trust

  • Jefferson Cty, MO
  • Tax-exempt since June 2014
  • EIN: 46-3242784

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: Education N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$367k (2024)

Expenses
$28.2k (2024)

Total Assets
$755k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2013 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
$366,654
Expenses
$28,209
Net Income
$338,445
Net Assets
$755,172
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $300,000
81.8%
Interest Revenue $1,105
0.3%
Dividends $13,542
3.7%
Sales of Assets $18,166
5.0%
Other Income $33,841
9.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,500
76.2%
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 $755,172
Total Liabilities $0
Net Assets $755,172
Compensation
Key Employees and Officers Compensation Other
Central Bank Trustee (Trustee) $0 $0

Document Links

990-PF
Filed on May 20, 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
$60,342
Expenses
$20,971
Net Income
$39,371
Net Assets
$416,727
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
82.9%
Interest Revenue $1,093
1.8%
Dividends $8,020
13.3%
Sales of Assets $1,222
2.0%
Other Income $7
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,500
73.9%
Compensation of Officers* $4,689
22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $416,727
Total Liabilities $0
Net Assets $416,727
Compensation
Key Employees and Officers Compensation Other
Central Bank Trustee (Trustee) $0 $0

Document Links

990-PF
Filed on May 15, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,338
Expenses
$20,404
Net Income
$140,934
Net Assets
$377,356
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
93.0%
Interest Revenue $937
0.6%
Dividends $6,957
4.3%
Sales of Assets $3,444
2.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,000
73.5%
Compensation of Officers* $3,706
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $377,356
Total Liabilities $0
Net Assets $377,356
Compensation
Key Employees and Officers Compensation Other
Central Bank (Trustee) $0 $0

Document Links

990-PF
Filed on April 16, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$166,311
Expenses
$9,473
Net Income
$156,838
Net Assets
$236,569
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $150,000
90.2%
Interest Revenue $2
0.0%
Dividends $5,055
3.0%
Sales of Assets $11,248
6.8%
Other Income $6
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,000
63.3%
Compensation of Officers* $2,647
27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $236,569
Total Liabilities $0
Net Assets $236,569
Compensation
Key Employees and Officers Compensation Other
Central Bank (Trustee) $0 $0

Document Links

990-PF
Filed on April 17, 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
$37,450
Expenses
$4,092
Net Income
$33,358
Net Assets
$79,784
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $33,508
89.5%
Interest Revenue $9
0.0%
Dividends $1,346
3.6%
Sales of Assets $2,587
6.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,056
74.7%
Compensation of Officers* $920
22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,785
Total Liabilities $1
Net Assets $79,784
Compensation
Key Employees and Officers Compensation Other
Central Bank (Trustee) $920 $0

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
$2,024
Expenses
$3,769
Net Income
-$1,745
Net Assets
$45,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $52
2.6%
Dividends $1,237
61.1%
Sales of Assets $735
36.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,950
78.3%
Compensation of Officers* $649
17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $45,880
Total Liabilities $0
Net Assets $45,880

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,752
Expenses
$1,857
Net Income
$1,895
Net Assets
$47,719
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $83
2.2%
Dividends $1,049
28.0%
Sales of Assets $2,620
69.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,857
100%
Compensation of Officers* $636
34.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $48,134
Total Liabilities $415
Net Assets $47,719

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
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 Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$998
Expenses
$2,748
Net Income
-$1,750
Net Assets
$45,267
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22
2.2%
Dividends $976
97.8%
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 $45,267
Total Liabilities $0
Net Assets $45,267
Compensation
Key Employees and Officers Compensation Other
Francis W Schaefer (Distribution Committ) $0 $0
Marietta Schaefer (Distribution Committ) $0 $0
John Stegeman (Distribution Committ) $0 $0
Steve Brennaman (Distribution Committ) $0 $0
Central Trust And Investment Company (Trustee) $0 $0
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Document Links

990-PF
Filed on March 19, 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
$1,701
Expenses
$4,420
Net Income
-$2,719
Net Assets
$47,017
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,701
100%
Dividends $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 $47,017
Total Liabilities $0
Net Assets $47,017
Compensation
Key Employees and Officers Compensation Other
Central Trust And Investment Company (Trustee) $1,370 $0
Francis W Schaefer (Distribution Committ) $0 $0
Marietta Schaefer (Distribution Committ) $0 $0
John Stegeman (Distribution Committ) $0 $0
Steve Brennaman (Distribution Committ) $0 $0
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Document Links

990-PF
Filed on May 19, 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
$50,597
Expenses
$526
Net Income
$50,071
Net Assets
$49,736
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
98.8%
Interest Revenue $0
Dividends $597
1.2%
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 $49,736
Total Liabilities $0
Net Assets $49,736
Compensation
Key Employees and Officers Compensation Other
Francis W Schaefer (Distribution Committ) $0 $0
Marietta Schaefer (Distribution Committ) $0 $0
John Stegeman (Distribution Committ) $0 $0
Keith Bax (Distribution Committ) $0 $0
Michael Pfahl (Distribution Committ) $0 $0
Central Trust And Investment Company (Trustee) $0 $0
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Document Links

990-PF
Filed on May 15, 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
$950
Expenses
$850
Net Income
$100
Net Assets
$100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $950
100%
Interest Revenue $0
Dividends $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 $100
Total Liabilities $0
Net Assets $100
Compensation
Key Employees and Officers Compensation Other
Francis W Schaefer (Distribution Committee) $0 $0
Marietta Schaefer (Distribution Committee) $0 $0
John Stegeman (Distribution Committee) $0 $0
Keith Bax (Distribution Committee) $0 $0
Michael Pfahl (Distribution Committee) $0 $0
Central Trust And Investment Compan (Trustee) $0 $0
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Document Links

990-PF
Filed on Aug. 14, 2014

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

View Filing
PDF XML

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 »

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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.

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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