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Also known as: PETER'S UNITED METHODIST CHURCH
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Lloyd F Schmitz Char Trust Ua 10122001 Fbo Peters United Methodist Church is a private trust based in LOUISVILLE, KY. The foundation received its IRS ruling in 2005. The principal officer is Hilliard Lyons Asset Management. It holds total assets of $1.3M. Annual income is reported at $630K. Total assets have decreased from $1.4M in 2011 to $1.1M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of religion. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Lloyd F Schmitz Char Trust Ua 10122001 Fbo Peters United Methodist Church has made 2 grants totaling $283K, with a median grant of $142K. The foundation has distributed between $137K and $146K annually from 2021 to 2022. Individual grants have ranged from $137K to $146K, with an average award of $142K. Grant recipients are concentrated in Indiana. Contributions to this foundation are tax-deductible.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lloyd F Schmitz Char Trust Ua 10122001 Fbo Peters United Methodist Church primarily funds organizations in the area of religion. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in IN.
Lloyd F Schmitz Char Trust Ua 10122001 Fbo Peters United Methodist Church has distributed a total of $283K across 2 grants. The median grant size is $142K, with an average of $142K. Individual grants have ranged from $137K to $146K.
Lloyd F Schmitz Char Trust Ua 10122001 Fbo Peters United Methodist Church typically selects its grantees rather than accepting unsolicited proposals.
Lloyd F Schmitz Char Trust Ua 10122001 Fbo Peters United Methodist Church is headquartered in LOUISVILLE, KY.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Baird Trust Company | TRUSTEE | $18K | $0 | $18K |
Total Giving
$181K
Total Assets
$1.1M
Fair Market Value
$2.2M
Net Worth
$1.1M
Grants Paid
$153K
Contributions
N/A
Net Investment Income
$85K
Distribution Amount
$99K
Total: $876K
Total Grants
2
Total Giving
$283K
Average Grant
$142K
Median Grant
$142K
Unique Recipients
1
Most Common Grant
$137K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Peters United Methodist ChurchUNRESTRICTED GRANT - GENERAL CHURCH OPERATIONS | Evansville, IN | $146K | 2022 |