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← SCHOEN FOUNDATION

Form 990-PF for tax year 2023

Filed by SCHOEN FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 13 May 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$3,303,240
Total expenses
$5,032,203
Contributions and grants received
$1,269,353
Contributions, gifts and grants paid
$4,458,700
Fair market value of assets, end of year
$45,331,187

Listed in Part VIII

  • William J Schoen Deceased 10282023

    Chairman

    Total calculated
    $0
    Hours/week
    25

  • Sharon A Schoen

    President/Trustee

    Total calculated
    $0
    Hours/week
    4

  • Kathryn L Schoen

    VP/Trustee

    Total calculated
    $0
    Hours/week
    4

  • William J Schoen Jr

    VP/Trustee

    Total calculated
    $0
    Hours/week
    3

  • Kristine L Pollard

    Secr/Trustee

    Total calculated
    $0
    Hours/week
    4

  • Karen ASutton

    Chairman/Treas/Trustee

    Total calculated
    $127,875
    Compensation
    $127,875
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    40

  • Alan Hilfiker

    Trustee

    Total calculated
    $7,300
    Compensation
    $7,300
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1

  • Jim Werle

    Trustee

    Total calculated
    $7,300
    Compensation
    $7,300
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    1

  • Jodi Bailey

    Executive Director

    Total calculated
    $213,125
    Compensation
    $213,125
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    40

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$4,458,700
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$4,458,700
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return marks the cash method, under which a grant is recorded when it is paid. Even so, the books total and the cash figures in this section can differ, and column (d) is sometimes filed as 0.

  • See Schedule Attached

    $4,458,700

    See Schedule Attached, FL

    Charitable

Provenance

Return type
form_990_pf
Tax year
2023
Filed
13 May 2024
IRS schema version
2023v5.1
Source object
202401999349100310

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