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· Private foundation

Edward L & Eleanor L Schmidt Tr

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$48k
Granted FY2025still arriving
14
Grants FY2025still arriving
1
States reached
$29k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Arts & Culture$242kPublic Benefit$19kHuman Services$11k
02FY2025 · 14 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k13 grants · $19k
  • $10k–50k1 grant · $29k
$1,489
Median grant
1
States reached
$943k
Total assets
Largest grants
RecipientAmount
SWIFT RIVER VALLEY HISTORICAL SOCIETY BD$29,000
ORANGE HISTORICAL SOCIETY$1,489
TOWN OF PALMER HISTORICAL CMTE$1,489
HARDWICK HISTORICAL SOCIETY$1,489
PELHAM HISTORICAL SOCIETY INC$1,489
BELCHERTOWN FOR VETERANS COUNCIL$1,489
FRIENDS OF QUABBIN INC$1,489
TOWN OF SHUTESBURY HISTORICAL COMMISSION$1,489
PETERSHAM HISTORICAL SOCIETY$1,489
BELCHERTOWN HISTORICAL ASSN INC$1,489
TOWN OF NEW SALEM HISTORICAL COM$1,489
BARRE HISTORICAL SOCIETY$1,489
WARE HISTORICAL COMMISSION$1,489
ATHOL HISTORICAL SOCIETY$1,489
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY20–25) land where the poverty rate runs at 13%, against an area that typically sits at 8%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%BARRE HISTORICAL SOCIETY: $2k → 11%HARDWICK HISTORICAL SOCIETY: $2k → 12%SWIFT RIVER VALLEY HIST SOCIETY: $35k → 14%TOWN OF PALMER HISTORICAL COMM: $2k → 17%BARRE HISTORICAL SOCIETY: $1k → 11%WARE HISTORICAL COMMISSION: $2k → 12%SWIFT RIVER VALLEY HISTORICAL SOCIETY BD: $29k → 14%TOWN OF PALMER HISTORICAL CMTE: $1k → 17%BARRE HISTORICAL SOCIETY: $1k → 11%WARE HISTORICAL COMMISSION: $1k → 12%SWIFT RIVER VALLEY HISTORICAL SOCIETY BD: $27k → 14%TOWN OF PALMER HISTORICAL CMTE: $1k → 17%BARRE HISTORICAL SOCIETY: $1k → 11%HARDWICK HISTORICAL SOCIETY: $1k → 12%SWIFT RIVER VALLEY HIST SOCIETY: $25k → 14%TOWN OF PALMER HISTORICAL COMM: $1k → 17%BARRE HISTORICAL SOCIETY: $1k → 11%WARE HISTORICAL COMMISSION: $1k → 12%SWIFT RIVER VALLEY HIST SOCIETY: $25k → 14%TOWN OF PALMER HISTORICAL COMM: $1k → 17%HARDWICK HISTORICAL SOCIETY: $1k → 12%SWIFT RIVER VALLEY HIST SOCIETY: $23k → 14%PETERSHAM HISTORICAL SOCIETY: $2k → 11%HARDWICK HISTORICAL SOCIETY: $1k → 12%TOWN OF NEW SALEM HISTORICAL COM: $2k → 14%PETERSHAM HISTORICAL SOCIETY: $1k → 11%HARDWICK HISTORICAL SOCIETY: $1k → 12%TOWN OF NEW SALEM HISTORICAL COM: $1k → 14%PETERSHAM HISTORICAL SOCIETY: $1k → 11%TOWN OF NEW SALEM HISTORICAL COM: $1k → 14%ATHOL HISTORICAL SOCIETY: $2k → 11%BELCHERTOWN HISTORICAL ASSN INC: $2k → 12%TOWN OF SHUTESBURY HISTORICAL CO: $2k → 14%ATHOL HISTORICAL SOCIETY: $1k → 11%TOWN OF BELCHERTOWN FOR: $2k → 12%TOWN OF SHUTESBURY HISTORICAL COMMISSION: $1k → 14%ATHOL HISTORICAL SOCIETY: $1k → 11%FRIENDS OF QUABBIN INC: $2k → 12%TOWN OF SHUTESBURY HISTORICAL COMMISSION: $1k → 14%BELCHERTOWN FOR VETERANS COUNCIL: $1k → 12%FRIENDS OF QUABBIN INC: $1k → 12%BELCHERTOWN HISTORICAL ASSN INC: $1k → 12%FRIENDS OF QUABBIN INC: $1k → 12%ORANGE HISTORICAL SOCIETY: $2k → 14%BELCHERTOWN FOR VETERANS COUNCIL: $1k → 12%ORANGE HISTORICAL SOCIETY: $1k → 14%BELCHERTOWN HISTORICAL ASSN INC: $1k → 12%ORANGE HISTORICAL SOCIETY: $1k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

100%of every dollar goes to organizations it has funded before.
$273k · 17 repeat orgs$0 to everyone else

17 repeat relationships: 14 still active in FY2025, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

17
0

Total granted

$273k
$0

Still filing today

35%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • SR
    Swift River Valley Historical Society Inc
    6× · 2020–2025 · $164k · revenue +340% · 53% of their budget
  • BH
    BARRE HISTORICAL SOCIETY INC
    6× · 2020–2025 · $8k · revenue +84%
  • PH
    PETERSHAM HISTORICAL SOCIETY INCORPORATED
    6× · 2020–2025 · $8k · revenue +139% · 47% of their budget

Funded once

    How this is measured

    Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

    04Its field
    04the grantee network

    6 grantees tracked through their own filings, 2017–2025.

    Each grant beside the grantee’s revenue from every source, year by year.

    How this is measured

    Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 6 of the 17 grantees resolved in that span have returns of their own we could reconcile.

    Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

    2
    Load-bearing (≥25% of a budget)
    6
    Early backer (in before they grew)
    6/6
    Grantees still filing
    6/6
    Grew since first funded

    Where the money sits, by cause and then by grantee

    Swift River Valley Historical Society Inc: $163,670 · OtherSwift River Valley Historical Society Inc+16 more: $109,226 · Other+16 more
    Other$272,896

    Each grantee by its size and the funder’s share of it; top left is load-bearing

    25%50%75%100%$100kgrantee revenue →↑ funder's share of their budgetSwift River Valley Historical Society Inc: $163,670 over 6y, 53% of budgetBARRE HISTORICAL SOCIETY INC: $8,402 over 6y, 4.6% of budgetPETERSHAM HISTORICAL SOCIETY INCORPORATED: $8,402 over 6y, 47% of budgetORANGE HISTORICAL SOCIETY INC: $8,402 over 6y, 22% of budgetATHOL HISTORICAL SOCIETY INC: $8,402 over 6y, 3.5% of budgetBELCHERTOWN HISTORICAL ASSOC INC: $8,402 over 6y, 1.7% of budget
    Grantee by grantee: a decade per organization, before and after funding

    A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

    • Who funds Swift River Valley Historical Society Inc ↗
    • Who funds BARRE HISTORICAL SOCIETY INC ↗
    • Who funds PETERSHAM HISTORICAL SOCIETY INCORPORATED ↗
    • Who funds ORANGE HISTORICAL SOCIETY INC ↗
    • Who funds ATHOL HISTORICAL SOCIETY INC ↗
    • Who funds BELCHERTOWN HISTORICAL ASSOC INC ↗

    How much its grantees rely on government

    Each dot is one organization Edward L & Eleanor L Schmidt Tr funds: left to right is the share of its income from government, bottom to top the share from Edward L & Eleanor L Schmidt Tr. Bigger dots raise more.

    2024
    ’20’21’22’23’24’25
    no gov · 50%4%15%34%60%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →median 0%
    • Swift River Valley Historical Society Inc: 0% of income from government
    no gov moneyreceives it· size = income
    5get no government money at all
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 17 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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