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Nonprofit · EIN 91-6565411

KAREN M SCHROTH FOUNDATION FOR ANIMALS TR

Tax-exempt · MILWAUKEE, WI 53201

Financials

$66K$106K2023$181K$128K2024
Revenue Expenses · by fiscal year end
Financials of KAREN M SCHROTH FOUNDATION FOR ANIMALS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$181,477$128,364$53,113$1,627,677$0$1,627,677
July 31, 2024990-PF$66,097$106,389-$40,292$1,574,575$0$1,574,575
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$69,654
Net gain from sales of assets
$111,744
Other income
$79

Expenses

Grants and similar amounts paid
$92,500
Compensation of officers, directors and key employees
$33,227
Disbursements for charitable purposes
$97,570
Excise tax on investment income
$2,099

Balance sheet and other

Total assets, start of year
$1,574,575
Total assets, end of year
$1,627,677
Total liabilities, end of year
$0
Net assets, end of year
$1,627,677
Fair market value of assets
$2,087,221
Qualifying distributions
$97,570
Net investment income
$181,425

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$31,727
SUSAN MACCARTHY
295 CHURCH ST SE 509, SALEM, OR 97301
COTRUSTEE0$500
CAROL MITCHELL
1910 SAGINAW ST S, SALEM, OR 97302
COTRUSTEE0$500
LUCINDA LAIRD
PO BOX 774, SALEM, OR 97308
COTRUSTEE0$500
990-PF for the year ended July 31, 2024: 4 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$29,605
SUSAN MACCARTHY
295 CHURCH ST SE 509, SALEM, OR 97301
COTRUSTEE0$500
LUCINDA LAIRD
PO BOX 774, SALEM, OR 97308
COTRUSTEE0$500
ELLEN WEYANT
2047 SALEM DALLAS HWY NW, SALEM, OR 973043562
COTRUSTEE0$250

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK NA
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(888) 265-7962
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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
91-6565411
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
2005
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$1,627,677
Income (IRS master file)
$761,680

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$181,477$128,364$1,627,677XML
990-PFJuly 2024$66,097$106,389$1,574,575XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 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 91-6565411).

Questions about KAREN M SCHROTH FOUNDATION FOR ANIMALS TR

What is the EIN of KAREN M SCHROTH FOUNDATION FOR ANIMALS TR?
The employer identification number (EIN) of KAREN M SCHROTH FOUNDATION FOR ANIMALS TR is 91-6565411.
Is KAREN M SCHROTH FOUNDATION FOR ANIMALS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to KAREN M SCHROTH FOUNDATION FOR ANIMALS TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KAREN M SCHROTH FOUNDATION FOR ANIMALS TR file?
Form 990-PF. Private foundations file every year.
When is the next return of KAREN M SCHROTH FOUNDATION FOR ANIMALS TR due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KAREN M SCHROTH FOUNDATION FOR ANIMALS TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of KAREN M SCHROTH FOUNDATION FOR ANIMALS TR?
The 990-PF for the year ended July 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $31,727 (US BANK N A, TRUSTEE).
How much revenue does KAREN M SCHROTH FOUNDATION FOR ANIMALS TR have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $181,477, expenses of $128,364 and total assets of $1,627,677 at year end.

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