The Lyndon & Helen M Schmid

Private foundation · Grantmaker Louisville, KY EIN: 61-1349891

The Lyndon & Helen M Schmid is a private foundation, based in Louisville, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 9 grants totaling $59K. Net investment income was $571K.

Key facts about The Lyndon & Helen M Schmid

In short: The Lyndon & Helen M Schmid gave $59K across 9 grants in 2024 (avg $7K), top state Kentucky. Source: 2024 IRS Form 990-PF.

EIN
61-1349891
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$58,500
Grants made (2024)
9
Average grant
$6,500
Median grant
$5,000
Total assets
$1,209,320
Primary geography
Kentucky (49% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

+72.4% YoY

Annual Giving

$59K

+8.3% YoY

Grant Count

9

-66.7% YoY

Avg Grant Size

$7K

+225.0% YoY

Under IRS private-foundation payout rules, The Lyndon & Helen M Schmid reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.

How The Lyndon & Helen M Schmid gives

  • Giving held roughly steady from 2021 to 2024 (+10%). Method
  • In 2024 it paid out 127% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

LouisvilleAppletonGreenevilleWheatridgeNew AlbanyHendersonLagrangeVersaillesCharlestonDenverLousivilleMadisonMenashMenashaOwensboroParisShelbyvilleWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K32 grants2020 33 grants2021 21 grants2022 27 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $53K (2022) to $59K (2024). In 2024 it made 9 grants totaling $59K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

Cobbled Streets: $15KCobbled Streets$15KAppleton Community Music Inc: $10KAppleton Community Music Inc$10KChampions for Children: $6KChampions for Children$6KBellarmine University: $5KBellarmine University$5KCatholic Charities of Louisville: $5KCatholic Charities ofLouisville$5KHolston Home for Children Inc: $5KHolston Home for Children Inc$5KKentucky Opera Association Inc: $5KKentucky Opera Association Inc$5KLouisville Orchestra: $5KLouisville Orchestra$5KShamrock Pet Foundation Inc: $3KShamrock Pet Foundation Inc$3K

The largest 2024 recipient was Cobbled Streets ($15K). Together the top 9 received $59K.

Grant Size Distribution

122 grants across all recorded years

122<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 122 grants of 122 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cobbled Streets Wheatridge, COGeneral Purpose$15,000
Appleton Community Music Inc Appleton, WIGeneral Purpose$10,000
Champions for Children Louisville, KYGeneral Support$6,000
Bellarmine University Louisville, KYEducational Support$5,000
Catholic Charities of Louisville Louisville, KYGeneral Purpose$5,000
Holston Home for Children Inc Greeneville, TNGeneral Purpose$5,000
Kentucky Opera Association Inc Louisville, KYGeneral Purpose$5,000
Louisville Orchestra Louisville, KYGeneral Purpose$5,000
Shamrock Pet Foundation Inc Louisville, KYGeneral Purpose$2,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,209,320$701,495$751,714
Revenue$583,160$25,185$35,303
Expenses$80,335$75,404$75,692
Qualifying Distributions$72,452$66,933$66,580
Net Investment Income$571,424$17,917$27,851
Distributable Amount$57,252$55,522$56,163

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Lyndon & Helen M Schmid is led by Ernest A. Sampson, President on every filing since 2021; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Ernest A. Sampson

    President

    On filings since 2021

    0.5 hrs/week

    No compensation reported

  • Kelley Carson

    Treasurer

    Treasuer → Treasurer, 2021

    On filings since 2020

    0.5 hrs/week

    No compensation reported

  • Katy Carson

    Secretary

    On filings since 2022

    0.5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Kim Givans (2021) — Secretary

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Lyndon & Helen M Schmid

How much does The Lyndon & Helen M Schmid give each year?

The Lyndon & Helen M Schmid gave $59K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $54K across 27 grants.

What is The Lyndon & Helen M Schmid's typical grant size?

The Lyndon & Helen M Schmid's median grant in 2024 was $5,000, and its average grant was $6,500, across 9 grants on its 2024 IRS Form 990-PF.

Where does The Lyndon & Helen M Schmid give grants?

The Lyndon & Helen M Schmid's top state is Kentucky, with 49% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Colorado (26%) and Wisconsin (17%). The most frequent recipient cities were Louisville, KY (6 grants).

Does The Lyndon & Helen M Schmid give general operating support?

Yes: 89% of The Lyndon & Helen M Schmid's 2024 grants with a stated purpose (8 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Lyndon & Helen M Schmid's largest grantees?

The Lyndon & Helen M Schmid's largest 2024 grantees include Cobbled Streets ($15,000), Appleton Community Music Inc ($10,000) and Champions for Children ($6,000), according to its 2024 IRS Form 990-PF. Together they received 53% of its itemized 2024 grant dollars.

How large is The Lyndon & Helen M Schmid?

The Lyndon & Helen M Schmid reported $1.2M in total assets on its 2024 IRS Form 990-PF. It paid out $72K in qualifying distributions that year, against a required minimum of $57K (roughly 5% of its investment assets).

What is The Lyndon & Helen M Schmid's EIN?

The Lyndon & Helen M Schmid's EIN (Employer Identification Number) is 61-1349891. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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