Edward L & Eleanor L Schmidt Tr
Edward L & Eleanor L Schmidt Tr is a private foundation based in Dallas, Texas. In its 2025 filing, it reported grants to charitable organizations in Massachusetts, including historical organizations and a veterans council.
Edward L & Eleanor L Schmidt Tr at a glance
In short: Edward L & Eleanor L Schmidt Tr gave $48K across 14 grants in 2025 (avg $3K), mostly in Massachusetts. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $48,357
- +6.6% vs 2024
- Grants made (2025)
- 14
- +0.0% vs 2024
- Average grant
- $3,454
- +6.6% vs 2024
- Median grant
- $1,489
- Total assets
- $943,409
- +1.4% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 14, 2025; small sample)
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Edward L & Eleanor L Schmidt Tr
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states in its 2024 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Edward L & Eleanor L Schmidt Tr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Swift River Valley Historical Society BD ($29K). Together the top 10 received $42K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Is Edward L & Eleanor L Schmidt Tr open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 14 grantees (0%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 99% 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 (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $39K (2023) to $58K (2022). In 2025 it made 14 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Swift River Valley Historical Society BD New Salem, MA | Unrestricted General | $29,000 |
| Belchertown for Veterans Council Belchertown, MA | Unrestricted General | $1,489 |
| Orange Historical Society Orange, MA | Unrestricted General | $1,489 |
| Town of Palmer Historical CMTE Palmer, MA | Unrestricted General | $1,489 |
| Town of Shutesbury Historical Commission Shutesbury, MA | Unrestricted General | $1,489 |
| Hardwick Historical Society Hardwick, MA | Unrestricted General | $1,489 |
| Belchertown Historical Assn Inc Belchertown, MA | Unrestricted General | $1,489 |
| Barre Historical Society Barre, MA | Unrestricted General | $1,489 |
| Athol Historical Society Athol, MA | Unrestricted General | $1,489 |
| Pelham Historical Society Inc Amherst, MA | Unrestricted General | $1,489 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $943,409 | $88,611 | $67,404 | $48,357 | 14 | $55,273 | $75,884 | $56,045 |
| 2024 | $929,991 | $32,740 | $62,656 | $45,342 | 14 | $51,795 | $19,145 | $52,074 |
| 2023 | $941,090 | $-14,889 | $59,482 | $39,001 | 14 | $44,966 | $10,265 | $49,225 |
| 2022 | $1,004,210 | $203,597 | $78,314 | $57,954 | 14 | $65,327 | $190,030 | $55,757 |
| 2021 | $1,011,849 | $75,384 | $60,128 | $41,137 | 14 | — | $64,351 | $55,517 |
| 2020 | $865,284 | $62,254 | $56,708 | $41,105 | 14 | — | $55,203 | $47,322 |
Under IRS private-foundation payout rules, Edward L & Eleanor L Schmidt Tr reported a distributable amount of $56K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for historical organizations and a veterans council, with the listed grants designated for unrestricted general purposes.
Barre Historical Society Inc. says it preserves, protects, interprets, displays, and restores historical artifacts and documents for public education. Athol Historical Society Inc. describes its work as collecting and preserving material about Athol’s history and educating members about historical and antiquarian subjects related to the town.
Grantmaking
In 2025, the foundation reported 14 grants totaling $48,357. Grant amounts ranged from $1,489 to $29,000, with a median of $1,489.
The largest listed grant was $29,000 to Swift River Valley Historical Society BD in New Salem, Massachusetts, for unrestricted general purposes. Other listed recipients receiving $1,489 each included Barre Historical Society, Athol Historical Society, Belchertown for Veterans Council, Orange Historical Society, and Town of Palmer Historical Cmte.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
Edward L & Eleanor L Schmidt Tr's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$13K (2020) → $16K (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
The highest reported compensation on the 2025 filing was $16K, to Bank of America (Trustee).
Frequently asked questions about Edward L & Eleanor L Schmidt Tr
How much does Edward L & Eleanor L Schmidt Tr give each year?
Edward L & Eleanor L Schmidt Tr gave $48K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 14 grants.
What is Edward L & Eleanor L Schmidt Tr's typical grant size?
Edward L & Eleanor L Schmidt Tr's median grant in 2025 was $1,489, and its average grant was $3,454, across 14 grants on its 2025 IRS Form 990-PF.
Where does Edward L & Eleanor L Schmidt Tr give grants?
Edward L & Eleanor L Schmidt Tr gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Belchertown, MA (3 grants) and New Salem, MA (2 grants).
Does Edward L & Eleanor L Schmidt Tr give general operating support?
Yes: 100% of Edward L & Eleanor L Schmidt Tr's 2025 grants with a stated purpose (14 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Edward L & Eleanor L Schmidt Tr's largest grantees?
Edward L & Eleanor L Schmidt Tr's largest 2025 grantees include Swift River Valley Historical Society BD ($29,000), Belchertown for Veterans Council ($1,489) and Orange Historical Society ($1,489), according to its 2025 IRS Form 990-PF. Together they received 66% of its itemized 2025 grant dollars.
How large is Edward L & Eleanor L Schmidt Tr?
Edward L & Eleanor L Schmidt Tr reported $943K in total assets on its 2025 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $56K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Edward L & Eleanor L Schmidt Tr fund?
No mission statement for the foundation is provided. Its 2025 grants included support for historical organizations and a veterans council, with the listed grants designated for unrestricted general purposes. See mission & focus areas ↑
How do I apply for a grant from Edward L & Eleanor L Schmidt Tr?
The foundation states in its 2024 IRS filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Edward L & Eleanor L Schmidt Tr's EIN?
Edward L & Eleanor L Schmidt Tr's EIN (Employer Identification Number) is 05-6105660. IRS Form 990 filing data is available on this page for 2020–2025.
Does Edward L & Eleanor L Schmidt Tr accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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