Lloyd Schmitz Charitable Trust FBO St
Lloyd Schmitz Charitable Trust FBO St is a private foundation focused on religion, based in Louisville, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $156K. Net investment income was $133K.
Lloyd Schmitz Charitable Trust FBO St at a glance
In short: Lloyd Schmitz Charitable Trust FBO St gave $156K across 1 grant in 2025 (avg $156K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $156,460
- -1.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $156,460
- -1.2% vs 2024
- Median grant
- $156,460
- Total assets
- $1,272,491
- -2.8% vs 2024
- Primary geography
- Indiana (100% 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 Lloyd Schmitz Charitable Trust FBO St funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was St Peters United Methodist Church ($156K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Lloyd Schmitz Charitable Trust FBO St gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 132% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $132K (2020) to $158K (2024). In 2025 it made 1 grant totaling $156K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Peters United Methodist Church Evansville, IN | Unrestricted Grant - General Church Operations | $156,460 |
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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 | $1,272,491 | $150,235 | $187,250 | $156,460 | 1 | $162,068 | $132,697 | $122,839 |
| 2024 | $1,309,506 | $407,138 | $180,291 | $158,330 | 1 | $163,675 | $390,522 | $108,443 |
| 2023 | $1,082,659 | $99,736 | $180,883 | $153,139 | 1 | $158,080 | $84,632 | $98,842 |
| 2022 | $1,163,806 | $333,054 | $166,894 | $146,076 | 1 | $151,072 | $317,932 | $99,406 |
| 2021 | $997,646 | $94,862 | $159,396 | $137,058 | 1 | $142,241 | $79,127 | $111,062 |
| 2020 | $1,062,180 | $124,612 | $152,282 | $131,595 | 1 | — | $107,917 | $89,373 |
Under IRS private-foundation payout rules, Lloyd Schmitz Charitable Trust FBO St reported a distributable amount of $123K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lloyd Schmitz Charitable Trust FBO St's only listed officer is Baird Trust Company, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Baird Trust Company
Trustee
On filings since 2021
0.5 hrs/week
$19K (2021) → $20K (2025)
Former officers (1)
- Former: Hilliard Lyons Trust Company LLC (2020) — Trustee
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 $20K, to Baird Trust Company (Trustee).
Frequently asked questions about Lloyd Schmitz Charitable Trust FBO St
How much does Lloyd Schmitz Charitable Trust FBO St give each year?
Lloyd Schmitz Charitable Trust FBO St gave $156K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $158K across 1 grant.
How large is Lloyd Schmitz Charitable Trust FBO St?
Lloyd Schmitz Charitable Trust FBO St reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $162K in qualifying distributions that year, against a required minimum of $123K (roughly 5% of its investment assets).
What is Lloyd Schmitz Charitable Trust FBO St?
Lloyd Schmitz Charitable Trust FBO St is a private foundation focused on religion, based in Louisville, KY. It holds $1.3M in total assets as of 2025.
Where does Lloyd Schmitz Charitable Trust FBO St operate?
Lloyd Schmitz Charitable Trust FBO St has awarded grants in Indiana.
What is Lloyd Schmitz Charitable Trust FBO St's EIN?
Lloyd Schmitz Charitable Trust FBO St's EIN (Employer Identification Number) is 03-6090656. 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.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 4, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
Live grants for the work Lloyd Schmitz Charitable Trust FBO St funds
Religion Related Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Lloyd Schmitz Charitable Trust FBO St's focus areas in our free grants database
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