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Nonprofit · EIN 02-6060700

SUSANNAH SCHOFIELD CHARITABLE TR

Tax-exempt · JOHNSTON, RI 02919

Financials

$32K$45K2023$30K$39K2024
Revenue Expenses · by fiscal year end
Financials of SUSANNAH SCHOFIELD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$29,783$39,207-$9,424$548,852$0$548,852
June 30, 2024990-PF$31,877$44,985-$13,108$558,063$0$558,063
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$20,416
Net gain from sales of assets
$9,367

Expenses

Grants and similar amounts paid
$30,694
Compensation of officers, directors and key employees
$4,999
Disbursements for charitable purposes
$34,578
Excise tax on investment income
$355

Balance sheet and other

Total assets, start of year
$558,063
Total assets, end of year
$548,852
Total liabilities, end of year
$0
Net assets, end of year
$548,852
Fair market value of assets
$640,610
Qualifying distributions
$34,578
Net investment income
$29,783

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CITIZENS BANK N A
900 ELM STREET, MANCHESTER, NH 03101
TRUSTEE2$4,999
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
CITIZENS BANK N A
900 ELM STREET, MANCHESTER, NH 03101
TRUSTEE2$4,683

Address and contacts

Address (IRS master file)
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
In care of
% CITIZENS BANK NA TTEE
Signed the 990-PF
DONALD LUSTIG, TRUSTEE
Phone
(603) 634-7749
Return prepared by
KPMG LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
02-6060700
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$548,852
Income (IRS master file)
$108,093

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$29,783$39,207$548,852XML
990-PFJune 2024$31,877$44,985$558,063XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6060700).

Questions about SUSANNAH SCHOFIELD CHARITABLE TR

What is the EIN of SUSANNAH SCHOFIELD CHARITABLE TR?
The employer identification number (EIN) of SUSANNAH SCHOFIELD CHARITABLE TR is 02-6060700.
Is SUSANNAH SCHOFIELD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does SUSANNAH SCHOFIELD CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of SUSANNAH SCHOFIELD CHARITABLE TR due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUSANNAH SCHOFIELD CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of SUSANNAH SCHOFIELD CHARITABLE TR?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,999 (CITIZENS BANK N A, TRUSTEE).
How much revenue does SUSANNAH SCHOFIELD CHARITABLE TR have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $29,783, expenses of $39,207 and total assets of $548,852 at year end.

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