Nonprofit · EIN 35-6376098
EMMY SCHWARDTMANN CHARITABLE TRUST
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $14,728 | $19,270 | -$4,542 | $653,278 | $0 | $653,278 |
| September 30, 2024 | 990-PF | $42,723 | $72,632 | -$29,909 | $657,832 | $0 | $657,832 |
| September 30, 2023 | 990-PF | -$1,498 | $16,718 | -$18,216 | $687,744 | $0 | $687,744 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $12,418
- Net gain from sales of assets
- $2,310
Expenses
- Grants and similar amounts paid
- $8,301
- Compensation of officers, directors and key employees
- $8,638
- Disbursements for charitable purposes
- $11,864
- Excise tax on investment income
- $115
Balance sheet and other
- Total assets, start of year
- $657,832
- Total assets, end of year
- $653,278
- Total liabilities, end of year
- $0
- Net assets, end of year
- $653,278
- Fair market value of assets
- $712,802
- Qualifying distributions
- $11,864
- Net investment income
- $14,728
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 |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $8,638 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44144 | TRUSTEE | 1 | $8,319 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 127 PUBLIC SQUARE OH-01-27-1805, CLEVELAND, OH 44114 | TRUSTEE | 1 | $7,757 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- In care of
- % KEYBANK NATIONAL ASSOCIATION
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (216) 689-0416
- 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
- 35-6376098
- 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
- 1995
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30I)
- Assets (IRS master file)
- $653,278
- Income (IRS master file)
- $44,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $14,728 | $19,270 | $653,278 | XML |
| 990-PF | September 2024 | $42,723 | $72,632 | $657,832 | XML |
| 990-PF | September 2023 | -$1,498 | $16,718 | $687,744 | 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 35-6376098).
Questions about EMMY SCHWARDTMANN CHARITABLE TRUST
- What is the EIN of EMMY SCHWARDTMANN CHARITABLE TRUST?
- The employer identification number (EIN) of EMMY SCHWARDTMANN CHARITABLE TRUST is 35-6376098.
- Is EMMY SCHWARDTMANN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to EMMY SCHWARDTMANN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EMMY SCHWARDTMANN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EMMY SCHWARDTMANN CHARITABLE TRUST 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 EMMY SCHWARDTMANN CHARITABLE TRUST 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 EMMY SCHWARDTMANN CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,638 (KEYBANK N A, TRUSTEE).
- How much revenue does EMMY SCHWARDTMANN CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $14,728, expenses of $19,270 and total assets of $653,278 at year end.
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