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Charles E And Alice B Schmutz Charitable Foundation

Butler Wick Trust Company Ttee

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$93.8k (2024)

Expenses
$114k (2024)

Total Assets
$444k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,822
Expenses
$114,171
Net Income
-$20,349
Net Assets
$444,173
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,261
33.3%
Sales of Assets $62,449
66.6%
Other Income $112
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,589
90.7%
Compensation of Officers* $13,707
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $444,173
Total Liabilities $0
Net Assets $444,173
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company (Trustee) $13,707 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,441
Expenses
$64,506
Net Income
-$65
Net Assets
$462,238
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,078
46.7%
Sales of Assets $34,363
53.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,253
81.0%
Compensation of Officers* $12,626
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $462,238
Total Liabilities $0
Net Assets $462,238
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company (Trustee) $12,626 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$135,012
Expenses
$112,624
Net Income
$22,388
Net Assets
$466,528
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,855
2.9%
Interest Revenue $0
Dividends $29,092
21.5%
Sales of Assets $102,065
75.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,516
90.1%
Compensation of Officers* $12,655
11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $466,528
Total Liabilities $0
Net Assets $466,528
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company National Asso Iation (Trustee) $12,655 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,973
Expenses
$62,978
Net Income
$5,995
Net Assets
$448,001
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,367
39.7%
Sales of Assets $41,038
59.5%
Other Income $568
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,619
85.1%
Compensation of Officers* $12,105
19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $448,001
Total Liabilities $0
Net Assets $448,001
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company National Asso (Trustee) $12,105 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,378
Expenses
$50,450
Net Income
-$27,072
Net Assets
$445,747
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $27,001
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,667
80.6%
Compensation of Officers* $10,177
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $445,748
Total Liabilities $1
Net Assets $445,747
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company National Asso (Trustee) $10,177 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,986
Expenses
$57,831
Net Income
$2,155
Net Assets
$476,481
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,948
44.9%
Sales of Assets $32,969
55.0%
Other Income $69
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,513
85.6%
Compensation of Officers* $10,678
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $476,482
Total Liabilities $1
Net Assets $476,481
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company National Asso (Trustee) $10,678 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,158
Expenses
$59,542
Net Income
-$43,384
Net Assets
$465,001
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $26,071
> 100%
Sales of Assets -$9,918
Other Income $5
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,780
83.6%
Compensation of Officers* $8,445
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $465,001
Total Liabilities $0
Net Assets $465,001
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company National Asso (Trustee) $8,445 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$50,437
Expenses
$56,154
Net Income
-$5,717
Net Assets
$508,974
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,194
50.0%
Sales of Assets $24,486
48.5%
Other Income $757
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,334
84.3%
Compensation of Officers* $8,113
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $508,974
Total Liabilities $0
Net Assets $508,974
Compensation
Key Employees and Officers Compensation Other
Stifel Trust Company National Asso (Trustee) $8,113 $0

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$74,501
Expenses
$58,384
Net Income
$16,117
Net Assets
$562,534
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,742
33.2%
Sales of Assets $49,759
66.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,661
85.1%
Compensation of Officers* $9,053
15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $562,534
Total Liabilities $0
Net Assets $562,534
Compensation
Key Employees and Officers Compensation Other
Farmers Trust Company (Trustee) $9,053 $0
C Reid Schmutz (Advisory Committee) $0 $0
Judith S Schmutz (Advisory Committee) $0 $0
James H Sisek (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$148,753
Expenses
$50,098
Net Income
$98,655
Net Assets
$546,416
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $58,006
39.0%
Interest Revenue $3
0.0%
Dividends $23,036
15.5%
Sales of Assets $67,708
45.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,211
86.3%
Compensation of Officers* $9,245
18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $546,416
Total Liabilities $0
Net Assets $546,416
Compensation
Key Employees and Officers Compensation Other
Farmers Trust Company (Trustee) $9,245 $0
C Reid Schmutz (Advisory Committee) $0 $0
Judith S Schmutz (Advisory Committee) $0 $0
James H Sisek (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,140
Expenses
$39,172
Net Income
-$32
Net Assets
$447,761
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1
0.0%
Dividends $20,190
51.6%
Sales of Assets $18,949
48.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,014
84.3%
Compensation of Officers* $7,779
19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $447,761
Total Liabilities $0
Net Assets $447,761
Compensation
Key Employees and Officers Compensation Other
Farmers Trust Company (Trustee) $7,779 $0
C Reid Schmutz (Advisory Committee) $0 $0
Judith S Schmutz (Advisory Committee) $0 $0
James H Sisek (Advisory Committee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,524
Expenses
$33,132
Net Income
$28,392
Net Assets
$447,792
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $17,814
29.0%
Sales of Assets $43,703
71.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,900
81.2%
Compensation of Officers* $6,756
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $447,793
Total Liabilities $1
Net Assets $447,792

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,785
Expenses
$11,237
Net Income
$99,548
Net Assets
$419,399
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
90.3%
Interest Revenue $1
0.0%
Dividends $13,429
12.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,311
65.1%
Compensation of Officers* $4,988
44.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $419,400
Total Liabilities $1
Net Assets $419,399

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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