George E & Agnes M Schael Trust Fund

Cincinnati, OH
Tax-exempt since July 1983
EIN: 35-6383161

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2023

Revenue

$24,924

Expenses

$217,358

Net Income

-$192,434

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,521	18.1%
Sales of Assets	$20,403	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,334	95.8%
Compensation of Officers*	$3,174	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Trustee)	$3,174	$0

990-PF

Filed on Nov. 28, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$14,849

Expenses

$16,006

Net Income

-$1,157

Net Assets

$192,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,365	36.1%
Sales of Assets	$9,484	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	75.0%
Compensation of Officers*	$3,600	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$192,583
Total Liabilities	$0
Net Assets	$192,583

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Trustee)	$3,600	$0

990-PF

Filed on Nov. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2021

Revenue

$15,731

Expenses

$14,100

Net Income

$1,631

Net Assets

$193,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,814	24.2%
Sales of Assets	$11,887	75.6%
Other Income	$30	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,500	74.5%
Compensation of Officers*	$3,600	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$193,739
Total Liabilities	$1
Net Assets	$193,738

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank N A (Trustee)	$3,600	$0

990-PF

Filed on Dec. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2020

Revenue

$7,787

Expenses

$14,552

Net Income

-$6,765

Net Assets

$192,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$153	2.0%
Dividends	$4,708	60.5%
Sales of Assets	$2,626	33.7%
Other Income	$300	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,030	68.9%
Compensation of Officers*	$3,600	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$192,108
Total Liabilities	$1
Net Assets	$192,107

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$3,600	$0

990-PF

Filed on Dec. 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending July
2019

Revenue

$24,404

Expenses

$13,105

Net Income

$11,299

Net Assets

$198,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$145	0.6%
Dividends	$4,182	17.1%
Sales of Assets	$20,077	82.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,950	68.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$198,876
Total Liabilities	$0
Net Assets	$198,876

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on Aug. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2018

Revenue

$9,517

Expenses

$15,036

Net Income

-$5,519

Net Assets

$187,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101	1.1%
Dividends	$3,776	39.7%
Sales of Assets	$5,640	59.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,659	64.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$187,570
Total Liabilities	$0
Net Assets	$187,570

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on Aug. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2017

Revenue

$34,454

Expenses

$13,742

Net Income

$20,712

Net Assets

$193,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.1%
Dividends	$3,741	10.9%
Sales of Assets	$30,679	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,600	69.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$193,095
Total Liabilities	$0
Net Assets	$193,095

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on Aug. 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2016

Revenue

$2,142

Expenses

$14,909

Net Income

-$12,767

Net Assets

$172,383

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,387	> 100%
Sales of Assets	-$2,245
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,775	72.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$172,383
Total Liabilities	$0
Net Assets	$172,383

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on Aug. 25, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending July
2015

Revenue

$10,228

Expenses

$15,369

Net Income

-$5,141

Net Assets

$185,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,045	49.3%
Sales of Assets	$5,183	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,780	70.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,150
Total Liabilities	$0
Net Assets	$185,150

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on Sept. 1, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2014

Revenue

$14,633

Expenses

$17,127

Net Income

-$2,494

Net Assets

$190,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,343	29.7%
Sales of Assets	$10,290	70.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,948	69.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$190,291
Total Liabilities	$0
Net Assets	$190,291

Compensation

Key Employees and Officers	Compensation	Other
Fifth Third Bank (Trustee)	$0	$0

990-PF

Filed on Oct. 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2013

Revenue

$14,099

Expenses

$24,958

Net Income

-$10,859

Net Assets

$192,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,919	34.9%
Sales of Assets	$8,683	61.6%
Other Income	$497	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,912	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$192,784
Total Liabilities	$1
Net Assets	$192,783

990-PF

Filed on Nov. 26, 2013

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending July
2012

Revenue

$9,861

Expenses

$17,411

Net Income

-$7,550

Net Assets

$203,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.1%
Dividends	$4,868	49.4%
Sales of Assets	$4,979	50.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,811	67.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$203,642
Total Liabilities	$1
Net Assets	$203,641

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated May 27, 2026

George E & Agnes M Schael Trust Fund

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2010

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002