Nonprofit · EIN 39-1869271
WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $543,112 | $1,537,047 | -$993,935 | $7,009,857 | $693,928 | $6,315,929 |
| December 31, 2023 | 990 | $794,033 | $854,276 | -$60,243 | $7,236,734 | $195,764 | $7,040,970 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,915
- Program service revenue
- $0
- Investment income
- $538,197
- Net gain from sales of assets
- $301,343
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,479,612
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,915
- Program services (functional)
- $1,494,968
- Management and general (functional)
- $42,079
Balance sheet and other
- Total assets, start of year
- $7,236,734
- Total assets, end of year
- $7,009,857
- Total liabilities, end of year
- $693,928
- Net assets, end of year
- $6,315,929
- Publicly traded securities
- $7,009,707
- Net assets without donor restrictions
- $6,315,929
- Gross receipts
- $9,135,495
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1997
- State of legal domicile
- WI
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA SCHMIDT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARNE KELLER-KRIKAVA | DIRECTOR Trustee or director | 0.5 | $0 |
| DR SARAH SCHMIDT | VICE PRESIDENT/SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| NANCY ARMBRUST | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRIS WOLESKE | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA SCHMIDT | PRESIDENT AND DIRECTOR Trustee or director, Officer | 1 | $0 |
| BRAD BENZ | TREASURER THRU 10/23 Trustee or director, Officer | 1 | $0 |
| MARNE KELLER-KRIKAVA | DIRECTOR Trustee or director | 0.5 | $0 |
| DR SARAH SCHMIDT | VICE PRESIDENT/SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| STEPHEN KUPER | DIRECTOR THRU 10/23 Trustee or director | 0.5 | $0 |
| NANCY ARMBRUST | DIRECTOR Trustee or director | 0.5 | $0 |
| CHRIS WOLESKE | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 4455 W LAWRENCE ST, APPLETON, WI 54914-4065
- In care of
- % JEFFREY D RIESTER
- Principal officer (990 for 2024)
- BARBARA SCHMIDT, 4455 W LAWRENCE ST, APPLETON, WI 54914
- Signed the 990
- BARBARA SCHMIDT, PRESIDENT
- Phone
- (920) 830-1290
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.
Program accomplishments
- PROVIDED APPROXIMATELY 37 GRANTS TO 24 CHARITABLE ORGANIZATIONS.Expenses $1,494,968 · grants $1,479,612
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1869271
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J00Z)
- Assets (IRS master file)
- $7,009,857
- Income (IRS master file)
- $9,135,495
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $543,112 | $1,537,047 | $7,009,857 | XML |
| 990 | December 2023 | $794,033 | $854,276 | $7,236,734 | XML |
| 990 | December 2022 | $409,024 | $1,400,779 | $6,861,017 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 39-1869271).
Questions about WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC
- What is the EIN of WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC?
- The employer identification number (EIN) of WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC is 39-1869271.
- Is WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names BARBARA SCHMIDT.
- Who are the officers and directors of WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does WILLIAM J & BARBARA A SCHMIDT FAMILY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $543,112, expenses of $1,537,047 and total assets of $7,009,857 at year end.
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