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Nonprofit · EIN 92-0557105

SCHONWALD-ROYSE TRUST FUND

Tax-exempt · BROOKLYN, OH 44144

Financials

$12.4M$2.4M2023$1.9M$1.9M2024$1.9M$2.1M2025
Revenue Expenses · by fiscal year end
Financials of SCHONWALD-ROYSE TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$1,877,161$2,072,652-$195,491$13,646,975$0$13,646,975
May 31, 2025990-PF$1,904,738$1,912,548-$7,810$13,842,466$0$13,842,466
May 31, 2024990-PF$12,402,375$2,412,066$9,990,309$13,850,276$0$13,850,276
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$286,666
Interest
$55,616
Net rental income
$663,920
Net gain from sales of assets
$594,528

Expenses

Grants and similar amounts paid
$1,502,454
Compensation of officers, directors and key employees
$272,447
Disbursements for charitable purposes
$1,531,040
Excise tax on investment income
$18,589

Balance sheet and other

Total assets, start of year
$13,842,466
Total assets, end of year
$13,646,975
Total liabilities, end of year
$0
Net assets, end of year
$13,646,975
Fair market value of assets
$33,224,504
Qualifying distributions
$1,531,040
Net investment income
$1,877,161

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATION
1301 5TH AVENUE 24TH FLOOR, SEATTLE, WA 98101
TRUSTEE35$272,447
990-PF for the year ended May 31, 2025: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATION
1301 5TH AVENUE 24TH FLOOR, SEATTLE, WA 98101
TRUSTEE35$266,738
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK NATIONAL ASSOCIATION
1301 5TH AVENUE 24TH FLOOR, SEATTLE, WA 98101
TRUSTEE35$406,438

Address and contacts

Address (IRS master file)
TR TAX 4900 TIEDEMAN RD OH0149038, BROOKLYN, OH 44144-0000
In care of
% DIANA SHINER
Signed the 990-PF
KIMBERLY A ANZALONE, KPB TAX OFFICER
Phone
(216) 813-1925
Return prepared by
VON HARTEN & COMPANY INC PS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
92-0557105
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
2024
Accounting year ends
May
Files
Form 990-PF
Category (NTEE)
Education (B12)
Assets (IRS master file)
$13,646,975
Income (IRS master file)
$6,055,221

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$1,877,161$2,072,652$13,646,975XML
990-PFMay 2025$1,904,738$1,912,548$13,842,466XML
990-PFMay 2024$12,402,375$2,412,066$13,850,276XML
990-PFMay 2023–––IRS
990-PFMay 2022–––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 92-0557105).

Questions about SCHONWALD-ROYSE TRUST FUND

What is the EIN of SCHONWALD-ROYSE TRUST FUND?
The employer identification number (EIN) of SCHONWALD-ROYSE TRUST FUND is 92-0557105.
Is SCHONWALD-ROYSE TRUST FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to SCHONWALD-ROYSE TRUST FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SCHONWALD-ROYSE TRUST FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SCHONWALD-ROYSE TRUST FUND due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SCHONWALD-ROYSE TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of SCHONWALD-ROYSE TRUST FUND?
The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $272,447 (KEYBANK NATIONAL ASSOCIATION, TRUSTEE).
How much revenue does SCHONWALD-ROYSE TRUST FUND have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $1,877,161, expenses of $2,072,652 and total assets of $13,646,975 at year end.

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