Nonprofit · EIN 31-0532641
THE CHARLOTTE R SCHMIDLAPP FUND
Also known as CHARLOTTE R SCHMIDLAPP TTEE
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $2,939,793 | $2,481,190 | $458,603 | $25,587,208 | $0 | $25,587,208 |
| September 30, 2024 | 990-PF | $1,868,888 | $1,948,728 | -$79,840 | $25,132,412 | $0 | $25,132,412 |
| September 30, 2023 | 990-PF | $730,565 | $1,483,479 | -$752,914 | $25,205,014 | $0 | $25,205,014 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $2,000
- Dividends
- $716,365
- Net gain from sales of assets
- $2,221,428
Expenses
- Grants and similar amounts paid
- $2,095,000
- Compensation of officers, directors and key employees
- $310,753
- Disbursements for charitable purposes
- $2,160,387
- Excise tax on investment income
- $37,012
Balance sheet and other
- Total assets, start of year
- $25,132,412
- Total assets, end of year
- $25,587,208
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,587,208
- Fair market value of assets
- $33,194,827
- Qualifying distributions
- $2,160,387
- Net investment income
- $2,936,790
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD 1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $310,753 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD 1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $344,220 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD 1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $321,688 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % HEIDI JARK
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 31-0532641
- 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
- 2019
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $25,587,208
- Income (IRS master file)
- $18,276,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $2,939,793 | $2,481,190 | $25,587,208 | XML |
| 990-PF | September 2024 | $1,868,888 | $1,948,728 | $25,132,412 | XML |
| 990-PF | September 2023 | $730,565 | $1,483,479 | $25,205,014 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | 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 31-0532641).
Questions about THE CHARLOTTE R SCHMIDLAPP FUND
- What is the EIN of THE CHARLOTTE R SCHMIDLAPP FUND?
- The employer identification number (EIN) of THE CHARLOTTE R SCHMIDLAPP FUND is 31-0532641.
- Is THE CHARLOTTE R SCHMIDLAPP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to THE CHARLOTTE R SCHMIDLAPP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE CHARLOTTE R SCHMIDLAPP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE CHARLOTTE R SCHMIDLAPP FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CHARLOTTE R SCHMIDLAPP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of THE CHARLOTTE R SCHMIDLAPP FUND?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $310,753 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does THE CHARLOTTE R SCHMIDLAPP FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $2,939,793, expenses of $2,481,190 and total assets of $25,587,208 at year end.
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