Lloyd Schmitz Charitable Trust Fbo St

LOUISVILLE, KY EIN: 03-6090656

Lloyd Schmitz Charitable Trust Fbo St is a private foundation focused on Religion Related, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 1 grants totaling $158K. Net investment income was $391K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+21.0% YoY

Annual Giving

$158K

+3.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$158K

+3.4% YoY

Under IRS private-foundation payout rules, Lloyd Schmitz Charitable Trust Fbo St reported a distributable amount of $108K for 2024 — the minimum it must pay out in qualifying distributions.

About Lloyd Schmitz Charitable Trust Fbo St

Based on IRS filings

Focus Areas

Religion Related

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $726K (100%)

States

Indiana

Cities

Evansville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,309,506	$1,082,659	$1,163,806
Revenue	$407,138	$99,736	$333,054
Expenses	$180,291	$180,883	$166,894
Qualifying Distributions	$163,675	$158,080	$151,072
Net Investment Income	$390,522	$84,632	$317,932
Distributable Amount	$108,443	$98,842	$99,406

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Peters United Methodist Church ($158,330).

Recipient	Purpose	Amount
ST PETERS UNITED METHODIST CHURCH EVANSVILLE, IN	UNRESTRICTED GRANT - GENERAL CHURCH OPERATIONS	$158,330

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BAIRD TRUST COMPANY	TRUSTEE	0.5	$19,382

Subject Areas

Focus areas based on grantmaking activity

Religion Related

Frequently Asked Questions

What is Lloyd Schmitz Charitable Trust Fbo St?

Lloyd Schmitz Charitable Trust Fbo St is a private foundation focused on Religion Related, based in LOUISVILLE, KY. It holds $1.3M in total assets as of 2024.

How large is Lloyd Schmitz Charitable Trust Fbo St?

As of 2024, Lloyd Schmitz Charitable Trust Fbo St holds $1.3M in total assets with $407K in annual revenue. It awarded 1 grants totaling $158K in 2024.

Where does Lloyd Schmitz Charitable Trust Fbo St operate?

Lloyd Schmitz Charitable Trust Fbo St has awarded grants in Indiana.

What size grants does Lloyd Schmitz Charitable Trust Fbo St award?

In 2024, Lloyd Schmitz Charitable Trust Fbo St awarded 1 grants totaling $158K — an average of about $158K per grant, based on its IRS Form 990 filings.

How much is Lloyd Schmitz Charitable Trust Fbo St required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lloyd Schmitz Charitable Trust Fbo St reported a distributable amount of $108K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.