Nonprofit · EIN 26-6500892
PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST
Also known as KATHLEEN E SCHROEDER TTEE
Tax-exempt · BELLMAWR, NJ 08031
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $402,058 | $420,451 | -$18,393 | $5,380,103 | $0 | $5,380,103 |
| June 30, 2024 | 990-PF | $787,581 | $403,380 | $384,201 | $5,398,496 | $0 | $5,398,496 |
| June 30, 2023 | 990-PF | $291,788 | $389,370 | -$97,582 | $5,014,295 | $0 | $5,014,295 |
| June 30, 2022 | 990-PF | $48,757 | $380,839 | -$332,082 | $5,111,877 | $0 | $5,111,877 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Interest
- $222,830
- Net gain from sales of assets
- $179,228
Expenses
- Grants and similar amounts paid
- $244,594
- Compensation of officers, directors and key employees
- $54,136
- Disbursements for charitable purposes
- $420,451
- Excise tax on investment income
- $3,144
Balance sheet and other
- Total assets, start of year
- $5,398,496
- Total assets, end of year
- $5,380,103
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,380,103
- Fair market value of assets
- $6,927,678
- Qualifying distributions
- $420,451
- Net investment income
- $402,058
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen E Schroeder 420 Benigno Blvd Unit A, Bellmawr, NJ 08031 | Trustee | 5 | $27,068 |
| Stephen A Zipf Jr 917 Stony Lane, Gladwyne, PA 19034 | Trustee | 5 | $27,068 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen E Schroeder 420 Benigno Blvd Unit A, Bellmawr, NJ 08031 | Trustee | 5 | $38,089 |
| Stephen A Zipf Jr 917 Stony Lane, Gladwyne, PA 19034 | Trustee | 5 | $38,089 |
990-PF for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen E Schroeder 420 Benigno Blvd Unit A, Bellmawr, NJ 08031 | Trustee | 5 | $26,286 |
| Stephen A Zipf Jr 917 Stony Lane, Gladwyne, PA 19034 | Trustee | 5 | $26,286 |
990-PF for the year ended June 30, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathleen E Schroeder 420 Benigno Blvd Unit A, Bellmawr, NJ 08031 | Trustee | 5 | $25,818 |
| Stephen A Zipf Jr 917 Stony Lane, Gladwyne, PA 19034 | Trustee | 5 | $25,818 |
Address and contacts
- Address (IRS master file)
- 420 BENIGNO BLVD 1ST FL UNIT A, BELLMAWR, NJ 08031-2519
- In care of
- % KATHLEEN E SCHROEDER
- Signed the 990-PF
- Kathleen E Schroeder, Trustee
- Phone
- (856) 933-2225
- Return prepared by
- Earp Cohn PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-6500892
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,380,103
- Income (IRS master file)
- $4,535,186
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $402,058 | $420,451 | $5,380,103 | IRS |
| 990-PF | June 2024 | $787,581 | $403,380 | $5,398,496 | XML |
| 990-PF | June 2023 | $291,788 | $389,370 | $5,014,295 | XML |
| 990-PF | June 2022 | $48,757 | $380,839 | $5,111,877 | XML |
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 26-6500892).
Questions about PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST
- What is the EIN of PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST?
- The employer identification number (EIN) of PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST is 26-6500892.
- Is PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST 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 PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST 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 PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $27,068 (Kathleen E Schroeder, Trustee).
- How much revenue does PETER G SCHLOTTERER & ELIZABETH M ZIPF CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $402,058, expenses of $420,451 and total assets of $5,380,103 at year end.
Other nonprofits in BELLMAWR
- TRU PARTNERSHIP EIN 87-3410662 · last filed 990-EZ for 2024
- RICHARD AND RUTH SLIWINSKI CHARITABLE TR EIN 26-6371581 · last filed 990-PF for 2025
- JOHN NORCROSS MEMORIAL SCHOLARSHIP FUND INC EIN 22-3602391 · last filed 990-PF for 2025
- LARC SCHOOL INC EIN 22-1978787 · last filed 990 for 2025
- CHILDRENS CHOICE INC EIN 23-2212833 · last filed 990 for 2025
- CHILDRENS CHOICE OF MARYLAND INC EIN 52-1761434 · last filed 990 for 2025
- CHILDRENS CHOICE OF DELAWARE INC EIN 22-2825963 · last filed 990 for 2025
- CHOICE SERVICES INTERNATIONAL INC EIN 23-2828406 · last filed 990 for 2025
All nonprofits in BELLMAWR · New Jersey · Philanthropy, voluntarism and grantmaking foundations