Nonprofit · EIN 38-6513806
PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $425,581 | $163,444 | $262,137 | $2,276,301 | $0 | $2,276,301 |
| October 31, 2024 | 990-PF | $121,185 | $142,172 | -$20,987 | $2,014,170 | $0 | $2,014,170 |
| October 31, 2023 | 990-PF | $123,841 | $135,796 | -$11,955 | $2,035,151 | $0 | $2,035,151 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $56,141
- Net gain from sales of assets
- $369,440
Expenses
- Grants and similar amounts paid
- $124,300
- Compensation of officers, directors and key employees
- $35,554
- Disbursements for charitable purposes
- $131,103
- Excise tax on investment income
- $5,481
Balance sheet and other
- Total assets, start of year
- $2,014,170
- Total assets, end of year
- $2,276,301
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,276,301
- Fair market value of assets
- $2,756,379
- Qualifying distributions
- $131,103
- Net investment income
- $425,412
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $35,554 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $33,687 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $31,786 |
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 38-6513806
- 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
- October
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E91)
- Assets (IRS master file)
- $2,276,301
- Income (IRS master file)
- $1,637,517
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $425,581 | $163,444 | $2,276,301 | XML |
| 990-PF | October 2024 | $121,185 | $142,172 | $2,014,170 | XML |
| 990-PF | October 2023 | $123,841 | $135,796 | $2,035,151 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 38-6513806).
Questions about PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL
- What is the EIN of PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL?
- The employer identification number (EIN) of PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL is 38-6513806.
- Is PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,554 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does PHILIP SCHNEIDER TRUST FOR VILLAGE OF LOWELL have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $425,581, expenses of $163,444 and total assets of $2,276,301 at year end.
Other nonprofits in CINCINNATI
- CHILDRENS HOSPITAL MEDICAL CENTER EIN 31-0833936 · last filed 990 for 2025
- UC HEALTHCARE SYSTEM EIN 27-3850988 · last filed 990 for 2025
- BON SECOURS RICHMOND HEALTH SYSTEM EIN 52-1988421 · last filed 990 for 2023
- CHRIST HOSPITAL EIN 31-0538525 · last filed 990 for 2025
- BETHESDA HOSPITAL INC EIN 31-0537122 · last filed 990 for 2025
- THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OHIO DTD 01251995 EIN 31-0537486 · last filed 990 for 2025
- CHILDRENS HOSPITAL EIN 31-0537130 · last filed 990 for 2025
- TRIHEALTH PHYSICIAN ENTERPRISES CORP EIN 31-1383365 · last filed 990 for 2025