Annette P Schmitt Trust

Foundation · Grantmaker 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 2025. As of 2025, the organization holds $229K in total assets. In 2025, it awarded 10 grants totaling $78K.

Key facts about Annette P Schmitt Trust

In short: Annette P Schmitt Trust gave $78K across 10 grants in 2025 (avg $8K), mostly in New Hampshire. Source: 2025 IRS Form 990-PF.

EIN
91-2005654
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$77,500
Grants made (2025)
10
Average grant
$7,750
Median grant
$7,500
Total assets
$229,007
Primary geography
New Hampshire (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$229K

-31.4% YoY

Annual Giving

$78K

+12.3% YoY

Grant Count

10

+0.0% YoY

Avg Grant Size

$8K

+12.3% YoY

Under IRS private-foundation payout rules, Annette P Schmitt Trust reported a distributable amount of $101K for 2025 — the minimum it must pay out in qualifying distributions.

How Annette P Schmitt Trust gives

  • 60% of 2025 grantees were also funded in 2024. Method
  • Giving grew 98% from 2022 to 2025. Method
  • In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 10 itemized 2025 grant dollars.

Cities

ManchesterLaconiaConcordFranconiaDerryHopkintonKeeneLebanonPlymouth

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K2 grants20203 grants20212 grants20227 grants202310 grants202410 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Waypoint: $13KWaypoint$13KCASA of New Hampshire: $13KCASA of New Hampshire$13KPemi Youth Center: $10KPemi Youth Center$10KCopper Cannon Corp: $10KCopper Cannon Corp$10KLACLT Inc dba LR Comnmunity Developers: $10KLACLT Inc dba LR ComnmunityDevelopers$10KBoys & Girls Club of Central & Northern NH: $5KBoys & Girls Club of Central &Northern NH$5KNew Beginnings: $5KNew Beginnings$5KLakes Region Santa Fund: $5KLakes Region Santa Fund$5KNeighbors In Need: $5KNeighbors In Need$5KThe Belknap House: $3KThe Belknap House$3K

Grant Size Distribution

32 grants across all recorded years

31<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Waypoint Manchester, NHChild AdvocacyProgram$12,500
CASA of New Hampshire Manchester, NHGeneral$12,500
Pemi Youth Center Plymouth, NHGeneral$10,000
Copper Cannon Corp Franconia, NHGeneral$10,000
LACLT Inc dba LR Comnmunity Developers Laconia, NHGeneral$10,000
Boys & Girls Club of Central & Northern NH Concord, NHGeneral$5,000
New Beginnings Laconia, NHGeneral$5,000
Lakes Region Santa Fund Laconia, NHGeneral$5,000
Neighbors In Need Laconia, NHGeneral$5,000
The Belknap House Laconia, NHGeneral$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K202020212022202320242025
Metric202520242023
Total Assets$229,007$333,980$437,229
Revenue$1,428$9,529$11,675
Expenses$106,401$91,312$78,693
Qualifying Distributions$88,812$79,703$63,673
Net Investment Income——$2,984
Distributable Amount$100,927$94,841$82,546

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Annette P Schmitt Trust is led by Margaret A Demos Esquire, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Margaret A Demos Esquire

    Trustee

    On filings since 2020

    2 hrs/week

    $12K (2020) → $17K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Margaret A Demos Esquire — Trustee: $17KMargaret A Demos EsquireTrustee$17K

Frequently asked questions about Annette P Schmitt Trust

How much does Annette P Schmitt Trust give each year?

Annette P Schmitt Trust gave $78K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $69K across 10 grants.

What is Annette P Schmitt Trust's typical grant size?

Annette P Schmitt Trust's median grant in 2025 was $7,500, and its average grant was $7,750, across 10 grants on its 2025 IRS Form 990-PF.

Where does Annette P Schmitt Trust give grants?

Annette P Schmitt Trust gives mostly in New Hampshire: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Laconia, NH (5 grants) and Manchester, NH (2 grants).

Does Annette P Schmitt Trust give general operating support?

Yes: 90% of Annette P Schmitt Trust's 2025 grants with a stated purpose (9 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Annette P Schmitt Trust's largest grantees?

Annette P Schmitt Trust's largest 2025 grantees include Waypoint ($12,500), CASA of New Hampshire ($12,500) and Pemi Youth Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 45% of its itemized 2025 grant dollars.

How large is Annette P Schmitt Trust?

Annette P Schmitt Trust reported $229K in total assets on its 2025 IRS Form 990-PF. It paid out $89K in qualifying distributions that year, against a required minimum of $101K (roughly 5% of its investment assets).

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 2020–2025.

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

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