Nonprofit · EIN 34-1781601
OTTO B SCHOEPFLE CHARITABLE TRUST 4749
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,076,153 | $416,262 | $659,891 | $4,744,417 | $0 | $4,744,417 |
| December 31, 2024 | 990 | $407,401 | $381,159 | $26,242 | $4,086,833 | $0 | $4,086,833 |
| December 31, 2023 | 990 | $290,559 | $351,156 | -$60,597 | $4,059,171 | $0 | $4,059,171 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,076,153
- Net gain from sales of assets
- $890,443
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $361,456
- Compensation of officers, directors and key employees
- $49,552
- Salaries, compensation and benefits (total)
- $49,552
- Professional fundraising fees
- $0
- Accounting fees
- $5,000
- Program services (functional)
- $391,432
- Management and general (functional)
- $24,830
Balance sheet and other
- Total assets, start of year
- $4,086,833
- Total assets, end of year
- $4,744,417
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,744,417
- Publicly traded securities
- $4,617,773
- Gross receipts
- $1,954,539
- Employees
- 0
- Year formed
- 1994
- State of legal domicile
- OH
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE Institutional trustee | – | $49,552 |
| MARK BROWN | ADVISORY COMMITTEE Officer | – | $0 |
| JIM ZIEMNIK | ADVISORY COMMITTEE Officer | – | $0 |
| FRED ALSPACH | ADVISORY COMMITTEE Officer | – | $0 |
| DAVE BERNS | ADVISORY COMMITTEE Officer | – | $0 |
| NICOLE BORNHORST | TRUST OFFICER Officer | – | $0 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE Institutional trustee | – | $47,844 |
| MARK BROWN | ADVISORY COMMITTEE Officer | – | $0 |
| JIM ZIEMNIK | ADVISORY COMMITTEE Officer | – | $0 |
| FRED ALSPACH | ADVISORY COMMITTEE Officer | – | $0 |
| DAVE BERNS | ADVISORY COMMITTEE Officer | – | $0 |
| NICOLE BORNHORST | TRUST OFFICER Officer | – | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK | TRUSTEE Institutional trustee | – | $43,949 |
| MARK BROWN | ADVISORY COMMITTEE Officer | – | $0 |
| JIM ZIEMNIK | ADVISORY COMMITTEE Officer | – | $0 |
| FRED ALSPACH | ADVISORY COMMITTEE Officer | – | $0 |
| DAVE BERNS | ADVISORY COMMITTEE Officer | – | $0 |
| NICOLE BORNHORST | TRUST OFFICER Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % FIRSTMERIT BANK N A
- Principal officer (990 for 2025)
- DAN MARTIN, PO BOX 1558 DEPT EA4E86, COLUMBUS, OH 43216
- Signed the 990
- HUNTINGTON NATIONAL BANK, SENIOR VP
- Phone
- (330) 384-7300
- Return prepared by
- PWC US TAX LLP
Mission
TO SUPPORT THE LORAIN COUNTY METRO PARKS (SCHOEPFLE GARDENS) AND THE BIRMINGHAM UNITED METHODIST CHURCH CHILDRENS' CHOIR
Program accomplishments
- FUNDS WERE DISTRIBUTED TO THE LORAIN COUNTY METROPOLITAN DISTRICT TO PRESERVE, MAINTAIN AND IMPROVE 62 ACRES OF LAND LOCATED IN BIRMINGHAM,OHExpenses $307,238 · grants $307,238
- FUNDS WERE DISTRIBUTED TO THE BIRMINGHAM UNITED METHODIST CHURCH TO SUPPORT MUSIC AND MUSICAL PERFORMANCES OR OTHER CHURCH ACTIVITIES.Expenses $54,218 · grants $54,218
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1781601
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III functionally integrated
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T19)
- Assets (IRS master file)
- $4,744,417
- Income (IRS master file)
- $1,954,539
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,076,153 | $416,262 | $4,744,417 | IRS |
| 990 | December 2024 | $407,401 | $381,159 | $4,086,833 | IRS |
| 990 | December 2023 | $290,559 | $351,156 | $4,059,171 | XML |
| 990 | December 2022 | $270,161 | $413,311 | $4,119,678 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 34-1781601).
Questions about OTTO B SCHOEPFLE CHARITABLE TRUST 4749
- What is the EIN of OTTO B SCHOEPFLE CHARITABLE TRUST 4749?
- The employer identification number (EIN) of OTTO B SCHOEPFLE CHARITABLE TRUST 4749 is 34-1781601.
- Is OTTO B SCHOEPFLE CHARITABLE TRUST 4749 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to OTTO B SCHOEPFLE CHARITABLE TRUST 4749 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does OTTO B SCHOEPFLE CHARITABLE TRUST 4749 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OTTO B SCHOEPFLE CHARITABLE TRUST 4749 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 OTTO B SCHOEPFLE CHARITABLE TRUST 4749 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OTTO B SCHOEPFLE CHARITABLE TRUST 4749?
- The 990 for the year ended December 31, 2025 names DAN MARTIN.
- Who are the officers and directors of OTTO B SCHOEPFLE CHARITABLE TRUST 4749?
- The 990 for the year ended December 31, 2025 lists 6 people; 1 received compensation from the organization, the highest $49,552 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does OTTO B SCHOEPFLE CHARITABLE TRUST 4749 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,076,153, expenses of $416,262 and total assets of $4,744,417 at year end.
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- MARGARET AND ROBERT WALTER FOUNDATION EIN 31-1491083 · last filed 990 for 2025
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All nonprofits in COLUMBUS · Ohio · Philanthropy, voluntarism and grantmaking foundations