Civic Intelligence

Schmidt Charitable Trust

990PF • Fiscal year 2021 • EIN 92-6025303

May 01, 2020 to Apr 30, 2021 • Filed on Jul 20, 2021

Organization Profile
PO Box 242133Anchorage, AK 99524-2133

(907) 980-2523

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

68th percentile

0.01x

Higher debt load relative to revenue than 68% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

7th percentile

-129%

Higher net margin than 7% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-1.2%

Faster asset growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-22%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$307,083

Down $3,729 (-1.2%) from 2020

Net Assets

$307,000

No earlier filing loaded for comparison.

Liabilities

Down

$83

Down $87 (-51%) from 2020

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin7th percentile

Revenue

Down

$6,677

Down $1,910 (-22%) from 2020

Expenses

Up

$15,273

Up $1,830 (+14%) from 2020

Net Income

Down

-$8,596

Down $3,740 (-77%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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: $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

2021

Assets$307,083
Liabilities$83
Net Assets$307,000
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

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 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

2021

Revenue$6,677
Expenses$15,273
Net Income-$8,596
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Jul 20, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MISCHA ELLANNAChairmanPT$0--
CATHY HANKSMemberPT$0--
NORA SHEWTreasurerPT$0--
AMANDA KINGMemberPT$0--
BEN PORTERFIELDMemberPT$0--
DENISE WARTERSMemberPT$0--
FREDERIC WILSONMemberPT$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
2021-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Sramek-hightower Cpas Apc
Address
2525 C STREET SUITE 100, ANCHORAGE, AK 99503
Preparer
Kelsey Kasper CPA
Phone
9075636722
Raw XML Appendix338 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01572
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE STATE OF ALASKA DOES NOT REQUIRE A COPY OF FORM 990-PF BE FURNISHED.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02017-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12017-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22017-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32017-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0AT&T INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1DR PEPPER SNAPPLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2GOLDMAN SACHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3CITIGROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt025020
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt125017
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt225000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt325000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt025380
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt125340
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt225000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt325000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02020-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12021-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22021-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32021-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0360
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1323
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INVESTMENTS - BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt076087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt076087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt049911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt049911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt150191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS - STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INVESTMENTS - MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt05861
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0806
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05871
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0806
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06677
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01572
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05871
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt05861
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05861
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05861
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8596
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0100843
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0806
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05965
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02452
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06677
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0123
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8596
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt083
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05037
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0307083
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0310642
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0307000
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015251
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015251
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015251
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt015334
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt083
IRS990PF/DistributableAmountGrp/TotalTaxAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt083
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt083
IRS990PF/FMVAssetsEOYAmt0307083
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022664
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032250
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt032250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0177916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt076087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt076087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt043134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0100102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0100102
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0170
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt083
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0310642
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0307000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt067098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt098644
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt098644
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0310812
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0307083
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0307083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0170
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0310812
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0307083
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0310642
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0307000
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0311348
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0119372
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0191976
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04670
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt015334
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0306678
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0311348
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt38.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt48.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt58.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt68.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MISCHA ELLANNA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CATHY HANKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2NORA SHEW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3AMANDA KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BEN PORTERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DENISE WARTERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6FREDERIC WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 242133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 242133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 242133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 242133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 242133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5PO BOX 242133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6PO BOX 242133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ANCHORAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ANCHORAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ANCHORAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ANCHORAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ANCHORAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5ANCHORAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6ANCHORAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1AK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2AK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3AK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5AK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6AK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd099524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd199524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd299524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd399524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd499524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd599524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd699524
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt011220
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt011220
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt011220
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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/WebsiteAddressTxt0SCHMIDTTRUSTALASKA.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS IN ACCORDANCE WITH TRUST CHARITABLE DIRECTIVES TO ENABLE QUALIFYING INDIVIDUALS TO PURSUE EDUCATION AND ORGANIZATIONS SERVINGS UNDERSERVED POPULATIONS TO SECURE EDUCATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt011220
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/Amt09720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PURCHASE IPADS FOR GEOFORCE ACADAMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEOFORCE ALASKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MANUELA JAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 755940
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114000 OLD GLENN HWY 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FAIRBANKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EAGLE RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd099775
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd199577
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011220
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/AppliedToCurrentYearAmt011220
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015251
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01951
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01951
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011220
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01951
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02080
OtherDecreasesSchedule/OtherDecreasesDetail/Amt083
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINISTRATIVE SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0216
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11889
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2347
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05037
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0170
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt083
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NORA SHEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-20
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/PreparerFirmGrp/PreparerFirmEIN0920122229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SRAMEK-HIGHTOWER CPAS APC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02525 C STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANCHORAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099503
ReturnHeader/PreparerPersonGrp/PhoneNum09075636722
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELSEY KASPER CPA
ReturnHeader/ReturnTs02021-07-23T13:01:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NORA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEW
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,083
Liabilities
$83
Net assets
$307,000
Revenue
$6,677
Expenses
$15,273
Net income
-$8,596
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
2021Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.07$0.15$0.09
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