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Nonprofit · EIN 92-6025303

THE SCHMIDT CHARITABLE TR

Also known as NORA BERNICE SHAW TTEE

Tax-exempt (reinstated) · ANCHORAGE, AK 99524

Financials

$5K$12K2022$7K$23K2023$8K$26K2024
Revenue Expenses · by fiscal year end
Financials of THE SCHMIDT CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990-PF$8,259$26,390-$18,131$242,972$0$0
April 30, 2024990-PF$7,287$23,465-$16,178$217,635$0$0
April 30, 2023990-PF$4,785$11,634-$6,849$285,295$0$285,305
Financial details: 990-PF for the year ended April 30, 2025

Revenue

Dividends
$4,033
Interest
$3,592
Other income
$634

Expenses

Grants and similar amounts paid
$22,500
Disbursements for charitable purposes
$22,500
Excise tax on investment income
$115

Balance sheet and other

Total assets, start of year
$260,355
Total assets, end of year
$242,972
Total liabilities, end of year
$0
Net assets, end of year
$0
Fair market value of assets
$242,972
Qualifying distributions
$22,500
Net investment income
$8,259

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MISCHA ELLANNA
PO BOX 242133, Anchorage, AK 99524
CHAIRMAN0$0
NORA SHEW
PO BOX 242133, Anchorage, AK 99524
TRESURER0$0
AMANDA KING
PO BOX 242133, Anchorage, AK 99524
MEMBER0$0
CATHY HANKS
PO BOX 242133, Anchorage, AK 99524
MENBER0$0
BEN PORTERFIELD
PO BOX 242133, Anchorage, AK 99524
MENBER0$0
DENISE WARTERS
PO BOX 242133, Anchorage, AK 99524
MEMBER0$0
FREDERIC WILSON
PO BOX 242133, Anchorage, AK 99524
MEMBER0$0
990-PF for the year ended April 30, 2024: 7 people
NameTitleHours / weekCompensation
MISCHA ELLANNA
PO BOX 242133, Anchorage, AK 99524
CHAIRMAN8$0
NORA SHEW
PO BOX 242133, Anchorage, AK 99524
TRESURER25$0
AMANDA KING
PO BOX 242133, Anchorage, AK 99524
MEMBER8$0
CATHY HANKS
PO BOX 242133, Anchorage, AK 99524
MENBER8$0
BEN PORTERFIELD
PO BOX 242133, Anchorage, AK 99524
MENBER8$0
DENISE WARTERS
PO BOX 242133, Anchorage, AK 99524
MEMBER8$0
FREDERIC WILSON
PO BOX 242133, Anchorage, AK 99524
MEMBER8$0
990-PF for the year ended April 30, 2023: 7 people
NameTitleHours / weekCompensation
MISCHA ELLANNA
PO BOX 242133, Anchorage, AK 99524
CHAIRMAN8$0
NORA SHEW
PO BOX 242133, Anchorage, AK 99524
TRESURER25$0
AMANDA KING
PO BOX 242133, Anchorage, AK 99524
MEMBER8$0
CATHY HANKS
PO BOX 242133, Anchorage, AK 99524
MENBER8$0
BEN PORTERFIELD
PO BOX 242133, Anchorage, AK 99524
MENBER8$0
DENISE WARTERS
PO BOX 242133, Anchorage, AK 99524
MEMBER8$0
FREDERIC WILSON
PO BOX 242133, Anchorage, AK 99524
MEMBER8$0

Address and contacts

Address (IRS master file)
PO BOX 242133, ANCHORAGE, AK 99524-2133
Signed the 990-PF
NORA SHEW, TREASURER
Phone
(907) 980-2523
Return prepared by
HRB TAX GROUP 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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
92-6025303
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
2012
Accounting year ends
April
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$242,972
Income (IRS master file)
$8,259

Revocation and reinstatement

Exemption revoked
September 15, 2010
Posted by the IRS
June 9, 2011
Reinstated
Effective October 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2025$8,259$26,390$242,972XML
990-PFApril 2024$7,287$23,465$217,635XML
990-PFApril 2023$4,785$11,634$285,295XML
990-PFApril 2022–––IRS
990-PFApril 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 92-6025303).

Questions about THE SCHMIDT CHARITABLE TR

What is the EIN of THE SCHMIDT CHARITABLE TR?
The employer identification number (EIN) of THE SCHMIDT CHARITABLE TR is 92-6025303.
Is THE SCHMIDT CHARITABLE TR tax-exempt?
Yes. The IRS revoked its exemption on September 15, 2010 and reinstated it effective October 15, 2011.
Are donations to THE SCHMIDT CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE SCHMIDT CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of THE SCHMIDT CHARITABLE TR due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SCHMIDT CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2025.
Who are the officers and directors of THE SCHMIDT CHARITABLE TR?
The 990-PF for the year ended April 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does THE SCHMIDT CHARITABLE TR have?
On its 990-PF for the year ended April 30, 2025 it reported revenue of $8,259, expenses of $26,390 and total assets of $242,972 at year end.

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