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Nonprofit · EIN 34-6967733

TRUST U A VIVIAN H SCHULTZE

Also known as STICKNEY JOHN M TTEE

Tax-exempt · ROCKY RIVER, OH 44116

Financials

$143K$204K2023$175K$230K2024$135K$190K2025
Revenue Expenses · by fiscal year end
Financials of TRUST U A VIVIAN H SCHULTZE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$134,943$190,305-$55,362$5,062,007$0$5,062,007
December 31, 2024990-PF$174,981$230,276-$55,295$4,259,695$0$4,259,695
December 31, 2023990-PF$143,123$204,021-$60,898$3,919,240$0$3,919,240
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$101,280
Net gain from sales of assets
$33,663

Expenses

Grants and similar amounts paid
$147,965
Compensation of officers, directors and key employees
$33,478
Disbursements for charitable purposes
$166,568
Excise tax on investment income
$1,581

Balance sheet and other

Total assets, start of year
$4,259,695
Total assets, end of year
$5,062,007
Total liabilities, end of year
$0
Net assets, end of year
$5,062,007
Fair market value of assets
$5,062,007
Qualifying distributions
$166,568
Net investment income
$134,943

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS STICKNEY
20006 DETROIT ROAD STE 200, ROCKY RIVER, OH 44116
TRUSTEE2$33,478
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
THOMAS STICKNEY
20006 DETROIT ROAD STE 200, ROCKY RIVER, OH 44116
TRUSTEE2$35,595
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
THOMAS STICKNEY
20006 DETROIT ROAD STE 200, ROCKY RIVER, OH 44116
TRUSTEE2$31,150

Address and contacts

Address (IRS master file)
20006 DETROIT RD STE 200, ROCKY RIVER, OH 44116-2406
Signed the 990-PF
THOMAS M STICKNEY, TRUSTEE
Phone
(216) 241-0140
Return prepared by
REA & ASSOCIATES INC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6967733
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,062,007
Income (IRS master file)
$197,334

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$134,943$190,305$5,062,007XML
990-PFDecember 2024$174,981$230,276$4,259,695XML
990-PFDecember 2023$143,123$204,021$3,919,240XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 34-6967733).

Questions about TRUST U A VIVIAN H SCHULTZE

What is the EIN of TRUST U A VIVIAN H SCHULTZE?
The employer identification number (EIN) of TRUST U A VIVIAN H SCHULTZE is 34-6967733.
Is TRUST U A VIVIAN H SCHULTZE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to TRUST U A VIVIAN H SCHULTZE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRUST U A VIVIAN H SCHULTZE file?
Form 990-PF. Private foundations file every year.
When is the next return of TRUST U A VIVIAN H SCHULTZE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TRUST U A VIVIAN H SCHULTZE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of TRUST U A VIVIAN H SCHULTZE?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,478 (THOMAS STICKNEY, TRUSTEE).
How much revenue does TRUST U A VIVIAN H SCHULTZE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $134,943, expenses of $190,305 and total assets of $5,062,007 at year end.

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