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Nonprofit · EIN 31-6019719

CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000

Tax-exempt · CINCINNATI, OH 45263

Financials

$541K$987K2022$1M$1M2023$1.8M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$1,783,434$1,066,636$716,798$16,130,125$0$16,130,125
September 30, 2024990-PF$1,029,591$1,008,050$21,541$15,416,258$0$15,416,258
September 30, 2023990-PF$541,006$987,204-$446,198$15,390,923$0$15,390,923
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$428,855
Net gain from sales of assets
$1,354,568
Other income
$11

Expenses

Grants and similar amounts paid
$880,000
Compensation of officers, directors and key employees
$160,534
Disbursements for charitable purposes
$904,280
Excise tax on investment income
$22,798

Balance sheet and other

Total assets, start of year
$15,416,258
Total assets, end of year
$16,130,125
Total liabilities, end of year
$0
Net assets, end of year
$16,130,125
Fair market value of assets
$20,922,158
Qualifying distributions
$904,280
Net investment income
$1,782,797

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.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$160,534
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$160,859
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$157,482

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BK
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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
31-6019719
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
2018
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Education (B12)
Assets (IRS master file)
$16,130,125
Income (IRS master file)
$11,091,936

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$1,783,434$1,066,636$16,130,125XML
990-PFSeptember 2024$1,029,591$1,008,050$15,416,258XML
990-PFSeptember 2023$541,006$987,204$15,390,923XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 31-6019719).

Questions about CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000

What is the EIN of CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000?
The employer identification number (EIN) of CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 is 31-6019719.
Is CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 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 CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 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 CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $160,534 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does CHARLES EDSON SCHELL TR UW SOLE SURV TR UW 13528000 have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,783,434, expenses of $1,066,636 and total assets of $16,130,125 at year end.

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