Annette P Schmitt Trust

LACONIA, NH EIN: 91-2005654

Annette P Schmitt Trust is a private foundation, based in LACONIA, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $334K in total assets. In 2024, it awarded 10 grants totaling $69K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$334K

-23.6% YoY

Annual Giving

$69K

+28.1% YoY

Grant Count

10

+42.9% YoY

Avg Grant Size

$7K

-10.4% YoY

Under IRS private-foundation payout rules, Annette P Schmitt Trust reported a distributable amount of $95K for 2024 — the minimum it must pay out in qualifying distributions.

About Annette P Schmitt Trust

Based on IRS filings

Annette P Schmitt Trust is a private foundation, based in LACONIA, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $334K in total assets. In 2024, it awarded 10 grants totaling $69K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

ConcordDerryFranconiaHopkintonKeeneLaconiaLebanonManchester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$112K$224K$335K$447K20202021202220232024
Metric202420232022
Total Assets$333,980$437,229$497,918
Revenue$9,529$11,675$15,768
Expenses$91,312$78,693$68,356
Qualifying Distributions$79,703$63,673$44,287
Net Investment Income$2,984
Distributable Amount$94,841$82,546$81,168

Giving Over Time

Total grant dollars and number of grants per year

$0$17K$35K$52K$69K2 grants20203 grants20212 grants20227 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Waypoint$25KCASA of New Hampshire$13KBrigid's House of Hope$8KCopper Cannon Corp$8KLACLT Inc dba LR Comnmun…$5KLakes Region Santa Fund$3KBack in the Saddle Equin…$3KMake-A-Wish New Hampshire$3KThe Belknap House$3KKeene Housing Kids Colla…$1K

Grant Size Distribution

24 grants across all recorded years

22<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Waypoint ($25,000), CASA of New Hampshire ($12,500), Brigid's House of Hope ($7,500).

RecipientPurposeAmount
Waypoint Manchester, NHChild AdvocacyProgram$25,000
Brigid's House of Hope Concord, NHGeneral$7,500
CASA of New Hampshire Manchester, NHGeneral$12,500
Copper Cannon Corp Franconia, NHGeneral$7,500
Keene Housing Kids Collaborative Keene, NHGeneral$1,000
Back in the Saddle Equine Therapy Ctr Hopkinton, NHGeneral$2,500
Lakes Region Santa Fund Laconia, NHGeneral$3,000
Make-A-Wish New Hampshire Manchester, NHGeneral$2,500
LACLT Inc dba LR Comnmunity Developers Laconia, NHGeneral$5,000
The Belknap House Laconia, NHGeneral$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Margaret A Demos Esq…Trustee$16K

From 2024 filing

NameTitleHoursCompensation
Margaret A Demos EsquireTrustee2$15,979

Frequently Asked Questions

How large is Annette P Schmitt Trust?

As of 2024, Annette P Schmitt Trust holds $334K in total assets with $10K in annual revenue. It awarded 10 grants totaling $69K in 2024.

Where does Annette P Schmitt Trust operate?

Annette P Schmitt Trust has awarded grants in New Hampshire.

What size grants does Annette P Schmitt Trust award?

In 2024, Annette P Schmitt Trust awarded 10 grants totaling $69K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Annette P Schmitt Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Annette P Schmitt Trust reported a distributable amount of $95K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Annette P Schmitt Trust's EIN?

Annette P Schmitt Trust's EIN (Employer Identification Number) is 91-2005654. IRS Form 990 filing data is available on this page for 2020–2024.

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

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