The Schaefer Family Foundation Inc

Private foundation · Grantmaker Hewitt, NJ EIN: 22-3620925

The Schaefer Family Foundation Inc is a private foundation, based in Hewitt, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $741K in total assets. In 2025, it awarded 1 grant totaling $35K. Net investment income was $26K.

Key facts about The Schaefer Family Foundation Inc

In short: The Schaefer Family Foundation Inc gave $35K across 1 grant in 2025 (avg $35K), mostly in New Jersey. Source: 2025 IRS Form 990-PF.

EIN
22-3620925
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$35,000
Grants made (2025)
1
Average grant
$35,000
Median grant
$35,000
Total assets
$740,993
Primary geography
New Jersey (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$741K

-2.2% YoY

Annual Giving

$35K

+20.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$35K

+20.7% YoY

Under IRS private-foundation payout rules, The Schaefer Family Foundation Inc reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.

How The Schaefer Family Foundation Inc gives

  • Giving grew 75% from 2022 to 2025. Method
  • In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of the 2025 grant dollars on its one itemized grant.

Cities

HewittWantageYorktown HeightsCrestlineFenton

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K2 grants2019 1 grant2020 2 grants2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $20K (2020) to $43K (2019). In 2025 it made 1 grant totaling $35K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
See Schedule 1 Hewitt, NJThe purpose of these contributions is to aid the donee organization in carrying out its exempt function.$35,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$740,993$757,926$730,208
Revenue$24,067$61,949$-1,157
Expenses$41,033$34,231$42,656
Qualifying Distributions$38,033$31,631$40,081
Net Investment Income$26,017$13,440$2,176
Distributable Amount$35,816$34,781$30,991

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 13, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 11, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS February 14, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS February 14, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 12, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The Schaefer Family Foundation Inc is led by Robert J. Schaefer, President, Treasurer & Vice President on every filing since 2019; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Robert J. Schaefer

    President, Treasurer & Vice President

    On filings since 2019

    No compensation reported

  • Theresa Schaefer

    Vice President & Secretary

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Schaefer Family Foundation Inc

How much does The Schaefer Family Foundation Inc give each year?

The Schaefer Family Foundation Inc gave $35K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $29K across 1 grant.

How large is The Schaefer Family Foundation Inc?

The Schaefer Family Foundation Inc reported $741K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).

Where does The Schaefer Family Foundation Inc operate?

The Schaefer Family Foundation Inc has awarded grants in California, Missouri, New Jersey, New York.

What is The Schaefer Family Foundation Inc's EIN?

The Schaefer Family Foundation Inc's EIN (Employer Identification Number) is 22-3620925. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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