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Nonprofit · EIN 35-6396176

MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME

Tax-exempt · EVANSVILLE, IN 47702

Financials

$21K$5K2022$11K$4K2023$11K$21K2024
Revenue Expenses · by fiscal year end
Financials of MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$11,130$21,273-$10,143$158,147$0$158,147
September 30, 2024990-PF$11,048$3,848$7,200$168,287$0$168,287
September 30, 2023990-PF$20,576$5,415$15,161$161,090$0$161,090
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$4,324
Net gain from sales of assets
$6,801
Other income
$5

Expenses

Grants and similar amounts paid
$17,557
Compensation of officers, directors and key employees
$2,688
Disbursements for charitable purposes
$20,633
Excise tax on investment income
$146

Balance sheet and other

Total assets, start of year
$168,287
Total assets, end of year
$158,147
Total liabilities, end of year
$0
Net assets, end of year
$158,147
Fair market value of assets
$205,522
Qualifying distributions
$20,633
Net investment income
$11,125

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE2$2,688
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE2$2,472
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
OLD NATIONAL WEALTH MANAGEMENT
PO BOX 207, EVANSVILLE, IN 47702
TRUSTEE2$2,052

Address and contacts

Address (IRS master file)
PO BOX 207, EVANSVILLE, IN 47702-0207
Signed the 990-PF
OLD NATIONAL WEALTH MGMT, TRUSTEE
Phone
(800) 830-0362
Return prepared by
DELOITTE TAX LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
35-6396176
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2018
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$158,147
Income (IRS master file)
$48,319

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$11,130$21,273$158,147XML
990-PFSeptember 2024$11,048$3,848$168,287XML
990-PFSeptember 2023$20,576$5,415$161,090XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6396176).

Questions about MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME

What is the EIN of MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME?
The employer identification number (EIN) of MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME is 35-6396176.
Is MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME file?
Form 990-PF. Private foundations file every year.
When is the next return of MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,688 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
How much revenue does MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $11,130, expenses of $21,273 and total assets of $158,147 at year end.

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