Civic Intelligence

Schmidt Charitable Trust

990PF • Fiscal year 2020 • EIN 92-6025303

May 01, 2019 to Apr 30, 2020 • Filed on Nov 16, 2020

Organization Profile
PO Box 242133Anchorage, AK 99524-2133

(907) 980-2523

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$310,812

Flat from 2020

Net Assets

$310,642

No earlier filing loaded for comparison.

Liabilities

Flat

$170

Flat from 2020

Revenue And Expenses

Revenue

Flat

$8,587

Flat from 2020

Expenses

Flat

$13,443

Flat from 2020

Net Income

Flat

-$4,856

Flat from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $19,734Liabilities 2012: $02012Assets 2013: $16,886Liabilities 2013: $02013Assets 2014: $13,960Liabilities 2014: $02014Assets 2015: $160,231Liabilities 2015: $02015Assets 2016: $221,023Liabilities 2016: $0Net Assets 2016: $221,0232016Assets 2017: $349,300Liabilities 2017: $2,934Net Assets 2017: $346,3662017Assets 2018: $343,478Liabilities 2018: $5,000Net Assets 2018: $338,4782018Assets 2019: $318,262Liabilities 2019: $137Net Assets 2019: $318,1252019Assets 2020: $310,812Liabilities 2020: $170Net Assets 2020: $310,6422020Assets 2020: $310,812Liabilities 2020: $1702020Assets 2021: $307,083Liabilities 2021: $83Net Assets 2021: $307,0002021Assets 2022: $285,264Liabilities 2022: $92Net Assets 2022: $285,1722022Assets 2023: $285,295Liabilities 2023: $12023Assets 2024: $217,635Liabilities 2024: $12024Assets 2025: $242,972Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2020

Assets$310,812
Liabilities$170
Net Assets$310,642
Open 2020 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2012: $14Expenses 2012: $1,563Net Income 2012: -$1,5492012Revenue 2013: $9Expenses 2013: $2,857Net Income 2013: -$2,8482013Revenue 2014: $11Expenses 2014: $2,937Net Income 2014: -$2,9262014Revenue 2015: $150,066Expenses 2015: $3,795Net Income 2015: $146,2712015Revenue 2016: $75,112Expenses 2016: $14,320Net Income 2016: $60,7922016Revenue 2017: $128,402Expenses 2017: $3,059Net Income 2017: $125,3432017Revenue 2018: $5,897Expenses 2018: $13,878Net Income 2018: -$7,9812018Revenue 2019: $6,892Expenses 2019: $27,192Net Income 2019: -$20,3002019Revenue 2020: $8,587Expenses 2020: $13,443Net Income 2020: -$4,8562020Revenue 2020: $8,587Expenses 2020: $13,443Net Income 2020: -$4,8562020Revenue 2021: $6,677Expenses 2021: $15,273Net Income 2021: -$8,5962021Revenue 2022: $6,624Expenses 2022: $14,265Net Income 2022: -$7,6412022Revenue 2023: $4,785Expenses 2023: $11,634Net Income 2023: -$6,8492023Revenue 2024: $7,287Expenses 2024: $23,465Net Income 2024: -$16,1782024Revenue 2025: $8,259Expenses 2025: $26,390Net Income 2025: -$18,1312025

Highlighted filing

2020

Revenue$8,587
Expenses$13,443
Net Income-$4,856
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISCHA ELLANNAChairmanPT$0--
NORA SHEWTreasurerPT$0--
RIC WILSONInv CoordinaPT$0--
BEN PORTERFIELDMemberPT$0--
CATHY HANKSMemberPT$0--
DENISE WARTERSMemberPT$0--
Filing and Contact Details

Filer

Filer Name
Schmidt Charitable Trust
EIN
92-6025303
Phone
9079802523
Address
PO BOX 242133, ANCHORAGE, AK 99524-2133

Signing Officer

Name
Nora Shew
Title
Treasurer
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
The Hahn Company LLC
Address
430 W 7TH AVE STE 210, ANCHORAGE, AK 99501-3550
Preparer
Kelsey Kasper CPA
Phone
9072721423
Raw XML Appendix337 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NORA SHEW
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 242133
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ANCHORAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd099524
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09079802523
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0SCHMIDTRUSTALASKA.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS IN ACCORDANCE WITH TRUST CHARITABLE DIRECTIVES TO ENABLE QUALIFYING INDIVIDUALS TO PURSUE EDUCATION AND ORGANIZATIONS SERVING UNDERSERVED POPULATIONS TO SECURE EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt09640
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER OF SUPPORT FROM SPONSOR WITH LETTER OF REQUEST FROM APPLICANT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHMIDT CHARITABLE TRUST NORA SHEW
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09079802523
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 242133
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0ANCHORAGE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd099524
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0OTHER - EDUCATIONAL ACTIVITIES OR SUPPORT MUST BE RELATED TO EARTH SCIENCES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0STEM PROJECTS IN SW AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALASKA RESOURCE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0601 E 57TH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0STE 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ANCHORAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099518
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09640
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09640
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06903
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05646
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01951
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01951
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09640
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01951
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07597
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0172
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12455
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCTIBLE EXPENSE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WEDBUSH ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PO BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADMINISTRATIVE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1206
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21524
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1136
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ROUNDING ADJUSTMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0170
TaxesSchedule/TaxesDetail/Amt085
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt085
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORA SHEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHMIDT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SCHM
ReturnHeader/Filer/EIN0926025303
ReturnHeader/Filer/PhoneNum09079802523
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 242133
ReturnHeader/Filer/USAddress/CityNm0ANCHORAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd0995242133
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BCFAC46DCD0549160B2A81424C8F86706A4B4BD6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A47D41D4CC5459B237FD738EE17324781BB866D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.58.207.138
ReturnHeader/FilingSecurityInformation/IPDt02020-11-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:15:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263206451
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE HAHN COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0430 W 7TH AVE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANCHORAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0995013550
ReturnHeader/PreparerPersonGrp/PhoneNum09072721423
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELSEY KASPER CPA
ReturnHeader/ReturnTs02020-11-17T16:15:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,812
Liabilities
$170
Net assets
$310,642
Revenue
$8,587
Expenses
$13,443
Net income
-$4,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.00$0.00$0.08$0.26$0.18
2024Summary only. Only limited summary data is available for this year.$2.18$0.00$0.07$0.23$0.16
2023Summary only. Only limited summary data is available for this year.$2.85$0.00$0.05$0.12$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.07$0.14$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.07$0.15$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.09$0.13$0.05
2020Summary only. Only limited summary data is available for this year.$3.11$0.00$0.09$0.13$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.07$0.27$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.05$3.38$0.06$0.14$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.03$3.46$1.28$0.03$1.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.75$0.14$0.61
2015Summary only. Only limited summary data is available for this year.$1.60$0.00$1.50$0.04$1.46
2014Summary only. Only limited summary data is available for this year.$0.14$0.00$0.00$0.03$0.03
2013Summary only. Only limited summary data is available for this year.$0.17$0.00$0.00$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.02$0.02