Nonprofit · EIN 35-7033142
EVELYN D SCHMIDT CHARITABLE TR
Also known as EVELYN D SCHMIDT ET AL TTEE
Tax-exempt · DURHAM, NC 27705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $83,397 | $364,780 | -$281,383 | $6,011,269 | $0 | $6,011,269 |
| December 31, 2024 | 990-PF | $1,384,420 | $364,921 | $1,019,499 | $6,292,652 | $0 | $6,292,652 |
| December 31, 2023 | 990-PF | $41,557 | $287,970 | -$246,413 | $5,273,153 | $0 | $5,273,153 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $134,206
- Interest
- $415
- Net gain from sales of assets
- -$51,224
Expenses
- Grants and similar amounts paid
- $206,000
- Compensation of officers, directors and key employees
- $63,600
- Salaries, compensation and benefits (total)
- $7,684
- Disbursements for charitable purposes
- $291,956
- Excise tax on investment income
- $676
Balance sheet and other
- Total assets, start of year
- $6,292,652
- Total assets, end of year
- $6,011,269
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,011,269
- Fair market value of assets
- $6,705,177
- Qualifying distributions
- $291,956
- Net investment income
- $134,621
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwin J Walker Jr 71 Davisson Drive, Durham, NC 27705 | Trustee | 30 | $63,600 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwin J Walker Jr 71 Davisson Drive, Durham, NC 27705 | Trustee | 30 | $63,600 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Edwin J Walker Jr 71 Davisson Drive, Durham, NC 27705 | Trustee | 30 | $62,400 |
Address and contacts
- Address (IRS master file)
- 71 DAVISSON DR, DURHAM, NC 27705-1398
- In care of
- % WALKER LAMBE RHUDY COSTLEY & GILL
- Signed the 990-PF
- E J Walker Jr, Trustee
- Phone
- (919) 491-8078
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-7033142
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,011,269
- Income (IRS master file)
- $1,490,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $83,397 | $364,780 | $6,011,269 | XML |
| 990-PF | December 2024 | $1,384,420 | $364,921 | $6,292,652 | XML |
| 990-PF | December 2023 | $41,557 | $287,970 | $5,273,153 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 35-7033142).
Questions about EVELYN D SCHMIDT CHARITABLE TR
- What is the EIN of EVELYN D SCHMIDT CHARITABLE TR?
- The employer identification number (EIN) of EVELYN D SCHMIDT CHARITABLE TR is 35-7033142.
- Is EVELYN D SCHMIDT CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to EVELYN D SCHMIDT CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVELYN D SCHMIDT CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVELYN D SCHMIDT CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVELYN D SCHMIDT CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of EVELYN D SCHMIDT CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $63,600 (Edwin J Walker Jr, Trustee).
- How much revenue does EVELYN D SCHMIDT CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $83,397, expenses of $364,780 and total assets of $6,011,269 at year end.
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