Evelyn D Schmidt Charitable Trust
Evelyn D Schmidt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DURHAM, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 22 grants totaling $233K. Net investment income was $1.3M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.3M
+19.3% YoY
Annual Giving
$233K
+55.4% YoY
Grant Count
22
+15.8% YoY
Avg Grant Size
$11K
+34.2% YoY
Under IRS private-foundation payout rules, Evelyn D Schmidt Charitable Trust reported a distributable amount of $282K for 2024 — the minimum it must pay out in qualifying distributions.
About Evelyn D Schmidt Charitable Trust
Based on IRS filings
Evelyn D Schmidt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DURHAM, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.3M in total assets. In 2024, it awarded 22 grants totaling $233K. Net investment income was $1.3M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,292,652 | $5,273,153 | $5,519,566 |
| Revenue | $1,384,420 | $41,557 | $696,693 |
| Expenses | $364,921 | $287,970 | $321,232 |
| Qualifying Distributions | $304,012 | $225,226 | $256,116 |
| Net Investment Income | $1,312,584 | $52,479 | $620,077 |
| Distributable Amount | $282,450 | $259,843 | $272,264 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
98 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Meals on Wheels on Durham Inc ($15,000), The Salvation Army ($15,000), John Avery Boys and Girls Club ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Meals on Wheels on Durham Inc Durham, NC | General support | $15,000 |
| The Salvation Army Durham, NC | General support | $15,000 |
| John Avery Boys and Girls Club Durham, NC | General support | $15,000 |
| American Red Crosss Durham, NC | General support | $15,000 |
| Durham Striders Youth Association Durham, NC | General support | $15,000 |
| Durham Literacy Center Durham, NC | General support | $15,000 |
| North Carolina Central University Durham, NC | General support | $15,000 |
| Senior PharmAssist Durham, NC | General support | $15,000 |
| Southern Poverty Law Center Montgomery, AL | General support | $15,000 |
| Animal Protection Society of Durham Durham, NC | General support | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Edwin J Walker Jr | Trustee | 30 | $63,600 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Evelyn D Schmidt Charitable Trust?
Evelyn D Schmidt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DURHAM, NC. It holds $6.3M in total assets as of 2024.
How large is Evelyn D Schmidt Charitable Trust?
As of 2024, Evelyn D Schmidt Charitable Trust holds $6.3M in total assets with $1.4M in annual revenue. It awarded 22 grants totaling $233K in 2024.
Where does Evelyn D Schmidt Charitable Trust operate?
Evelyn D Schmidt Charitable Trust has awarded grants in Alabama, North Carolina, New York, Tennessee.
What size grants does Evelyn D Schmidt Charitable Trust award?
In 2024, Evelyn D Schmidt Charitable Trust awarded 22 grants totaling $233K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Evelyn D Schmidt Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Evelyn D Schmidt Charitable Trust reported a distributable amount of $282K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Evelyn D Schmidt Charitable Trust's EIN?
Evelyn D Schmidt Charitable Trust's EIN (Employer Identification Number) is 35-7033142. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Evelyn D Schmidt Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.