Nonprofit · EIN 37-6311892
WALTER F SCHMIDT TRUST UW 520
Tax-exempt · TERRE HAUTE, IN 47808
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $105,507 | $88,794 | $16,713 | $1,163,765 | $0 | $1,163,765 |
| June 30, 2025 | 990-PF | $47,505 | $90,411 | -$42,906 | $1,147,052 | $0 | $1,147,052 |
| June 30, 2024 | 990-PF | $63,325 | $86,840 | -$23,515 | $1,189,958 | $0 | $1,189,958 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $20,415
- Interest
- $13,572
- Net gain from sales of assets
- $71,144
- Other income
- $376
Expenses
- Grants and similar amounts paid
- $73,000
- Compensation of officers, directors and key employees
- $14,644
- Disbursements for charitable purposes
- $74,969
- Excise tax on investment income
- $1,274
Balance sheet and other
- Total assets, start of year
- $1,147,052
- Total assets, end of year
- $1,163,765
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,163,765
- Fair market value of assets
- $1,565,163
- Qualifying distributions
- $74,969
- Net investment income
- $105,262
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA One First Financial Plaza, Terre Haute, IN 47807 | Trustee | 2 | $14,644 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA One First Financial Plaza, Terre Haute, IN 47807 | Trustee | 2 | $13,916 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First Financial Bank NA One First Financial Plaza, Terre Haute, IN 47807 | Trustee | 2 | $13,248 |
Address and contacts
- Address (IRS master file)
- PO BOX 540, TERRE HAUTE, IN 47808-0540
- In care of
- % FIRST FINANCIAL BANK
- Signed the 990-PF
- First Financial Bank NA, Trustee
- Phone
- (812) 238-6257
- Return prepared by
- SACKRIDER & COMPANY INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6311892
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,163,765
- Income (IRS master file)
- $276,208
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $105,507 | $88,794 | $1,163,765 | XML |
| 990-PF | June 2025 | $47,505 | $90,411 | $1,147,052 | XML |
| 990-PF | June 2024 | $63,325 | $86,840 | $1,189,958 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 37-6311892).
Questions about WALTER F SCHMIDT TRUST UW 520
- What is the EIN of WALTER F SCHMIDT TRUST UW 520?
- The employer identification number (EIN) of WALTER F SCHMIDT TRUST UW 520 is 37-6311892.
- Is WALTER F SCHMIDT TRUST UW 520 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to WALTER F SCHMIDT TRUST UW 520 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER F SCHMIDT TRUST UW 520 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER F SCHMIDT TRUST UW 520 due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER F SCHMIDT TRUST UW 520 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of WALTER F SCHMIDT TRUST UW 520?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $14,644 (First Financial Bank NA, Trustee).
- How much revenue does WALTER F SCHMIDT TRUST UW 520 have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $105,507, expenses of $88,794 and total assets of $1,163,765 at year end.
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