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Nonprofit · EIN 03-6090656

LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH

Tax-exempt · LOUISVILLE, KY 40232

Financials

$100K$181K2023$407K$180K2024$150K$187K2025
Revenue Expenses · by fiscal year end
Financials of LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$150,235$187,250-$37,015$1,272,491$0$1,272,491
December 31, 2024990-PF$407,138$180,291$226,847$1,309,506$0$1,309,506
December 31, 2023990-PF$99,736$180,883-$81,147$1,082,659$0$1,082,659
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$50,536
Net gain from sales of assets
$99,699

Expenses

Grants and similar amounts paid
$156,460
Compensation of officers, directors and key employees
$20,432
Disbursements for charitable purposes
$162,068
Excise tax on investment income
$1,844

Balance sheet and other

Total assets, start of year
$1,309,506
Total assets, end of year
$1,272,491
Total liabilities, end of year
$0
Net assets, end of year
$1,272,491
Fair market value of assets
$2,753,776
Qualifying distributions
$162,068
Net investment income
$150,235

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.

NameTitleHours / weekCompensation
BAIRD TRUST COMPANY
PO BOX 32760, LOUISVILLE, KY 402322760
TRUSTEE0.5$20,432
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BAIRD TRUST COMPANY
PO BOX 32760, LOUISVILLE, KY 402322760
TRUSTEE0.5$19,382
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BAIRD TRUST COMPANY
PO BOX 32760, LOUISVILLE, KY 402322760
TRUSTEE0.5$17,763

Address and contacts

Address (IRS master file)
PO BOX 32760, LOUISVILLE, KY 40232-2760
In care of
% HILLIARD LYONS ASSET MANAGEMENT
Signed the 990-PF
JENNIFER M CHINN, VICE PRESIDENT
Phone
(502) 588-8497
Return prepared by
DEMING MALONE LIVESAY & OSTROFF PSC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
03-6090656
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
2005
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$1,272,491
Income (IRS master file)
$281,888

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$150,235$187,250$1,272,491IRS
990-PFDecember 2024$407,138$180,291$1,309,506XML
990-PFDecember 2023$99,736$180,883$1,082,659XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 03-6090656).

Questions about LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH

What is the EIN of LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH?
The employer identification number (EIN) of LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH is 03-6090656.
Is LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH file?
Form 990-PF. Private foundations file every year.
When is the next return of LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH 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 LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH 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 LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,432 (BAIRD TRUST COMPANY, TRUSTEE).
How much revenue does LLOYD F SCHMITZ CHAR TR UA 10122001 FBO PETERS UNITED METHODIST CHURCH have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $150,235, expenses of $187,250 and total assets of $1,272,491 at year end.

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