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
1
+0.0% YoY
Avg Grant Size
$158K
+3.4% YoY
About Lloyd Schmitz Charitable Trust Fbo St
Based on IRS filings
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.
Focus Areas
Ready to take the next step with Lloyd Schmitz Charitable Trust Fbo St?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 .
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
Related Funders
Similar funders by location and focus area
Mildred H Dunning Memorial Fund Trust
LEXINGTON, KY
Assets
$4.3M
Grants
3
Total Given
$209K
Pauline C Young Scholarship
LEXINGTON, KY
Assets
—
Grants
0
Total Given
—
Welcome House Inc
COVINGTON, KY
Assets
$15.7M
Grants
1
Total Given
$405K
Tw Hl & Ns Donovan Scholarship
LEXINGTON, KY
Assets
$673K
Grants
2
Total Given
$36K
Taking Back Our Neighborhood Together
GLENVIEW, KY
Assets
$21K
Grants
0
Total Given
—
John T Reis Private Foundation
COVINGTON, KY
Assets
$200K
Grants
11
Total Given
$341K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Lloyd Schmitz Charitable Trust Fbo St on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities