Walter F Schmidt Trust Uw 520

Terre Haute, IN
Tax-exempt since Nov. 2003
EIN: 37-6311892

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Type of Nonprofit

Designated as a 501(c)(3) 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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$47.5k (2025)

Expenses

$90.4k (2025)

Total Assets

$1.15M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$47,505

Expenses

$90,411

Net Income

-$42,906

Net Assets

$1,147,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,040	23.2%
Dividends	$17,551	36.9%
Sales of Assets	$18,914	39.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,394	83.4%
Compensation of Officers*	$13,916	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,147,052
Total Liabilities	$0
Net Assets	$1,147,052

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank Na (Trustee)	$13,916	$0

990-PF

Filed on Aug. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$63,325

Expenses

$86,840

Net Income

-$23,515

Net Assets

$1,189,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,328	16.3%
Dividends	$13,757	21.7%
Sales of Assets	$38,165	60.3%
Other Income	$1,075	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,750	86.1%
Compensation of Officers*	$13,248	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,189,958
Total Liabilities	$0
Net Assets	$1,189,958

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank Na (Trustee)	$13,248	$0

990-PF

Filed on Aug. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$44,012

Expenses

$86,114

Net Income

-$42,102

Net Assets

$1,213,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,814	20.0%
Dividends	$13,823	31.4%
Sales of Assets	$21,375	48.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,171	83.8%
Compensation of Officers*	$12,870	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,213,473
Total Liabilities	$0
Net Assets	$1,213,473

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank Na (Trustee)	$12,870	$0

990-PF

Filed on Aug. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$120,731

Expenses

$90,665

Net Income

$30,066

Net Assets

$1,255,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,708	10.5%
Dividends	$16,954	14.0%
Sales of Assets	$91,069	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,179	84.0%
Compensation of Officers*	$13,377	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,255,575
Total Liabilities	$0
Net Assets	$1,255,575

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank Na (Trustee)	$13,377	$0

990-PF

Filed on Oct. 5, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$97,543

Expenses

$83,710

Net Income

$13,833

Net Assets

$1,225,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,226	18.7%
Dividends	$9,772	10.0%
Sales of Assets	$69,545	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,293	82.8%
Compensation of Officers*	$14,318	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,225,509
Total Liabilities	$1
Net Assets	$1,225,508

Compensation

Key Employees and Officers	Compensation	Other
First Financial Bank Na (Trustee)	$14,318	$0

990-PF

Filed on Aug. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$38,414

Expenses

$81,127

Net Income

-$42,713

Net Assets

$1,211,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,807	51.6%
Dividends	$14,303	37.2%
Sales of Assets	$4,304	11.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,019	8.7%
Compensation of Officers*	$10,626	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,211,676
Total Liabilities	$0
Net Assets	$1,211,676

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2019

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2018

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2017

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$55,720

Expenses

$109,241

Net Income

-$53,521

Net Assets

$1,435,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$123	0.2%
Dividends	$46,164	82.8%
Sales of Assets	$8,212	14.7%
Other Income	$1,221	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,751	87.7%
Compensation of Officers*	$14,001	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,435,307
Total Liabilities	$0
Net Assets	$1,435,307

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2015

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$59,850

Expenses

$83,057

Net Income

-$23,207

Net Assets

$1,488,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,080	80.3%
Sales of Assets	$10,023	16.7%
Other Income	$1,747	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,617	88.6%
Compensation of Officers*	$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	$1,488,828
Total Liabilities	$0
Net Assets	$1,488,828

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth B Schmidt (Committee)	$0	$0
William Terry Schmidt (Committee)	$0	$0

990-PF

Filed on Sept. 17, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$53,442

Expenses

$62,882

Net Income

-$9,440

Net Assets

$1,512,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,175	> 100%
Sales of Assets	-$3,173
Other Income	$440	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,412	83.3%
Compensation of Officers*	$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	$1,512,035
Total Liabilities	$0
Net Assets	$1,512,035

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth B Schmidt (Committee)	$0	$0
William Terry Schmidt (Committee)	$0	$0

990-PF

Filed on Aug. 20, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$74,800

Expenses

$74,934

Net Income

-$134

Net Assets

$1,521,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,868	80.0%
Sales of Assets	$14,389	19.2%
Other Income	$543	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,158	87.0%
Compensation of Officers*	$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	$1,521,474
Total Liabilities	$1
Net Assets	$1,521,473

990-PF

Filed on Sept. 30, 2013

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$59,141

Expenses

$73,881

Net Income

-$14,740

Net Assets

$1,521,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,902	92.8%
Sales of Assets	$4,239	7.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,092	86.8%
Compensation of Officers*	$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	$1,521,608
Total Liabilities	$1
Net Assets	$1,521,607

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2009

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2008

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2007

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2006

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2005

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2004

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2003

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2002

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

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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

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Updated September 25, 2025

Walter F Schmidt Trust Uw 520

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $47.5k (2025)

Expenses $90.4k (2025)

Total Assets $1.15M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2015

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$47.5k (2025)

Expenses

$90.4k (2025)

Total Assets

$1.15M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002