Nonprofit · EIN 31-6019680
JACOB G SCHMIDLAPP TR UW
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $7,159,056 | $5,838,812 | $1,320,244 | $58,127,765 | $0 | $58,127,765 |
| September 30, 2024 | 990-PF | $4,209,875 | $3,498,667 | $711,208 | $56,897,948 | $0 | $56,897,948 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $1,466,982
- Net gain from sales of assets
- $4,901,513
- Other income
- $790,561
Expenses
- Grants and similar amounts paid
- $5,120,000
- Compensation of officers, directors and key employees
- $528,440
- Disbursements for charitable purposes
- $5,200,936
- Excise tax on investment income
- $91,947
Balance sheet and other
- Total assets, start of year
- $56,897,948
- Total assets, end of year
- $58,127,765
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,127,765
- Fair market value of assets
- $73,717,620
- Qualifying distributions
- $5,200,936
- Net investment income
- $7,153,592
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 MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $528,440 |
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 MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $533,903 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK
- 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 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 31-6019680
- 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
- 1973
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $58,127,765
- Income (IRS master file)
- $39,355,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $2,070,130 | $3,634,853 | $56,213,908 | IRS |
| 990-T | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JACOB G SCHMIDLAPP TR UW
- What is the EIN of JACOB G SCHMIDLAPP TR UW?
- The employer identification number (EIN) of JACOB G SCHMIDLAPP TR UW is 31-6019680.
- Is JACOB G SCHMIDLAPP TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to JACOB G SCHMIDLAPP TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACOB G SCHMIDLAPP TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACOB G SCHMIDLAPP TR UW due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACOB G SCHMIDLAPP TR UW 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 JACOB G SCHMIDLAPP TR UW?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $528,440 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does JACOB G SCHMIDLAPP TR UW have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $7,159,056, expenses of $5,838,812 and total assets of $58,127,765 at year end.
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