Lloyd Schmitz Charitable Trust Fbo St
LOUISVILLE, KY EIN: 03-6090656
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.3M
+21.0% YoY
Annual Giving
$158K
+3.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$158K
+3.4% YoY
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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
No grants recorded for .
Who else does Lloyd Schmitz Charitable Trust Fbo St fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Indiana $726K (100%)
States
Cities
Evansville
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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