Albert J Schmidt Trust

BURLINGTON, IA EIN: 27-6732089

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$2.0M

+4.7% YoY

Annual Giving

$88K

-1.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$88K

-1.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$58K$117K$175K$234K201920202021202220232024
Metric202420232022
Total Assets$1,975,394$1,886,640$1,985,116
Revenue$204,823$19,518$146,502
Expenses$116,069$117,994$134,449
Qualifying Distributions$99,754$100,048$112,195
Net Investment Income$188,295$57,165$129,711
Distributable Amount$104,547$99,157$101,049

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grants20191 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SOUTHEASTERN COMMUNITY C…$88K

Grant Size Distribution

6 grants across all recorded years

<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Albert J Schmidt Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

FARMERS MERCHANTS BA…TRUSTEE$20K

From 2024 filing

NameTitleHoursCompensation
FARMERS MERCHANTS BANK TRUSTTRUSTEE1$20,353

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Mt PleasantWest Burlington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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