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Nonprofit · EIN 34-7164402

SCHNEIDER FAM SUCC TR 2 UA

Also known as 3643905

Tax-exempt · JOHNSTON, RI 02919

Financials

$26K$84K2023$68K$89K2024$74K$65K2025
Revenue Expenses · by fiscal year end
Financials of SCHNEIDER FAM SUCC TR 2 UA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$73,798$64,858$8,940$705,835$0$705,835
December 31, 2024990-PF$68,083$88,819-$20,736$697,884$0$697,884
December 31, 2023990-PF$26,023$84,203-$58,180$718,591$0$718,591
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$38,091
Net gain from sales of assets
$35,707

Expenses

Grants and similar amounts paid
$45,274
Compensation of officers, directors and key employees
$14,690
Disbursements for charitable purposes
$55,310

Balance sheet and other

Total assets, start of year
$697,884
Total assets, end of year
$705,835
Total liabilities, end of year
$0
Net assets, end of year
$705,835
Fair market value of assets
$1,229,242
Qualifying distributions
$55,310
Net investment income
$73,798

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
CITIZENS BANK N A
ONE CITIZENS BANK WAY JCB 115, JOHNSTON, RI 02919
TRUSTEE5$14,690
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIZENS BANK N A
ONE CITIZENS BANK WAY JCB 115, JOHNSTON, RI 02919
TRUSTEE5$14,597
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIZENS BANK N A
ONE CITIZENS BANK WAY JCB 115, JOHNSTON, RI 02919
TRUSTEE5$14,086

Address and contacts

Address (IRS master file)
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
In care of
% FIFTH THIRD BANK TTEE
Signed the 990-PF
DONALD LUSTIG, TRUSTEE
Phone
(401) 260-4198
Return prepared by
KPMG 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 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
34-7164402
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$705,835
Income (IRS master file)
$244,394

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$73,798$64,858$705,835IRS
990-PFDecember 2024$68,083$88,819$697,884IRS
990-PFDecember 2023$26,023$84,203$718,591XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 34-7164402).

Questions about SCHNEIDER FAM SUCC TR 2 UA

What is the EIN of SCHNEIDER FAM SUCC TR 2 UA?
The employer identification number (EIN) of SCHNEIDER FAM SUCC TR 2 UA is 34-7164402.
Is SCHNEIDER FAM SUCC TR 2 UA tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does SCHNEIDER FAM SUCC TR 2 UA file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHNEIDER FAM SUCC TR 2 UA 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 SCHNEIDER FAM SUCC TR 2 UA 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 SCHNEIDER FAM SUCC TR 2 UA?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,690 (CITIZENS BANK N A, TRUSTEE).
How much revenue does SCHNEIDER FAM SUCC TR 2 UA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $73,798, expenses of $64,858 and total assets of $705,835 at year end.

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