Helen M Schmich Irrevocable Trust
Helen M Schmich Irrevocable Trust is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 2 grants totaling $91K. Net investment income was $116K.
Helen M Schmich Irrevocable Trust at a glance
In short: Helen M Schmich Irrevocable Trust gave $91K across 2 grants in 2025 (avg $46K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $91,064
- +8.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $45,532
- +8.9% vs 2024
- Median grant
- $45,532
- Total assets
- $1,549,877
- +1.3% vs 2024
- Primary geography
- Montana (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Helen M Schmich Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was St Labre Indian School ($46K). Together the top 2 received $91K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Helen M Schmich Irrevocable Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $84K (2024) to $101K (2022). In 2025 it made 2 grants totaling $91K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Labre Indian School Ashland, MT | General Support | $45,532 |
| St Thomas Church Freeport, IL | General Operating | $45,532 |
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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 | $1,549,877 | $143,764 | $124,257 | $91,064 | 2 | $95,567 | $115,968 | $99,733 |
| 2024 | $1,530,373 | $74,349 | $114,492 | $83,594 | 2 | $87,980 | $46,856 | $95,450 |
| 2023 | $1,570,602 | $419 | $115,246 | $85,996 | 2 | $90,125 | $25,182 | $87,722 |
| 2022 | $1,685,689 | $139,671 | $134,452 | $100,650 | 2 | $104,939 | $114,199 | $90,285 |
| 2021 | $1,680,487 | $205,468 | $127,449 | $93,808 | 2 | $98,455 | $176,932 | $105,298 |
| 2020 | $1,602,470 | $73,354 | $124,516 | $93,964 | 2 | — | $47,145 | $97,451 |
| 2019 | $1,653,665 | $102,204 | $124,466 | $94,397 | 2 | — | $76,279 | $97,550 |
Under IRS private-foundation payout rules, Helen M Schmich Irrevocable Trust reported a distributable amount of $100K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen M Schmich Irrevocable Trust's only listed officer is US Bank N A, Trustee on filings since 2019 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$28K (2019) → $30K (2025)
Former officers (1)
- Former: US Bank NA (2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 $30K, to US Bank N a (Trustee).
Frequently asked questions about Helen M Schmich Irrevocable Trust
How much does Helen M Schmich Irrevocable Trust give each year?
Helen M Schmich Irrevocable Trust gave $91K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $84K across 2 grants.
How large is Helen M Schmich Irrevocable Trust?
Helen M Schmich Irrevocable Trust reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $96K in qualifying distributions that year, against a required minimum of $100K (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.
Where does Helen M Schmich Irrevocable Trust operate?
Helen M Schmich Irrevocable Trust has awarded grants in Illinois, Montana.
What is Helen M Schmich Irrevocable Trust's EIN?
Helen M Schmich Irrevocable Trust's EIN (Employer Identification Number) is 36-6897033. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Helen M Schmich Irrevocable Trust funds
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