Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust
The Trust will provide cash distributions to specified beneficiary organizations, recognized as 501(c)(3) public charities, on an annual basis in accordance with percentages stated in the Trust Agreement, to be used exclusively for charitable purposes.
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust at a glance
In short: Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust gave $292K across 6 grants in 2025 (avg $49K), mostly in Montana. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $292,000
- -35.1% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $48,667
- -35.1% vs 2024
- Median grant
- $43,800
- Total assets
- $15,231,767
- +1.9% vs 2024
- Primary geography
- Montana (95% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Roman Catholic Bishop of Great Falls ($219K across 3 grants). Together the top 4 received $292K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 18 grants of 30 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust gives
- Giving grew 73% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $168K (2022) to $450K (2024). In 2025 it made 6 grants totaling $292K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roman Catholic Bishop of Great Falls Great Falls, MT | St Bernard's Parish Charley Creek | $87,600 |
| Roman Catholic Bishop of Great Falls Great Falls, MT | Altar Society at Charley Creek | $73,000 |
| Roman Catholic Bishop of Great Falls Great Falls, MT | Annual Catholic Appeal | $58,400 |
| Culbertson Froid Bainville Health Care Corporation Culbertson, MT | General operations | $29,200 |
| Montana School for the Deaf and Blind Foundation Great Falls, MT | General operations | $29,200 |
| St Coletta School Jefferson, WI | General operations | $14,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $15,231,767 | $487,089 | $435,779 | $292,000 | 6 | $231,966 |
| 2024 | $14,947,212 | $314,791 | $595,176 | $450,000 | 6 | $116,478 |
| 2023 | $14,984,334 | $537,455 | $355,523 | $234,775 | 6 | $74,862 |
| 2022 | $14,516,929 | $890,704 | $283,973 | $168,335 | 6 | $75,786 |
| 2021 | $14,653,236 | $8,498,329 | $410,431 | $312,622 | 6 | $230,346 |
About Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust
Based on IRS filings
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust is a public charity, based in Minneapolis, MN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $15.2M in total assets. In 2025, it awarded 6 grants totaling $292K. Net investment income was $232K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeffrey Fleming - Trustee
Roman Catholic Bishop of Great Falls
On filings since 2023
0.5 hrs/week
No compensation reported
Bonnie DeNoma Trustee
Mt School for Deaf & Blind
On filings since 2024
0.5 hrs/week
No compensation reported
Jamason Schmidt Trustee
Culbertson, Froid & Bainville Health Care Cop.
On filings since 2024
0.5 hrs/week
No compensation reported
Robin Baker Trustee
St. Coletta School
On filings since 2024
0.5 hrs/week
No compensation reported
Mark Willmarth Trustee
Mt School for Deaf & Blind
New on the 2025 filing
0.5 hrs/week
No compensation reported
Former officers (9)
- Former: Audrey Stromberg Trustee Oct (2024) — Roosevelt Memorial Hospital
- Former: Doug Little Trustee Oct (2024) — Mt School for Deaf & Blind
- Former: Ted Behncke Trustee Oct (2024) — St. Coletta School
- Former: Doug Little - Trustee (2021–2023) — Mt School for Deaf & Blind
- Former: Ted Behncke - Trustee (2021–2023) — St. Coletta School
- Former: Audrey Stromberg - Trustee (2022–2023) — Roosevelt Memorial Hospital
- Former: Darren Eultgen - Trusteeto Oct (2023) — Roman Catholic Bishop of Great Falls
- Former: Darren Eultgen - Trustee (2021–2022) — Roman Catholic Bishop of Great Falls
- Former: Jennifer Kessner - Trustee (2021–2022) — Roosevelt Memorial Hosp.
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust
How much does Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust give each year?
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust gave $292K across 6 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $450K across 6 grants.
What is Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's typical grant size?
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's median grant in 2025 was $43,800, and its average grant was $48,667, across 6 grants on its 2025 IRS Form 990.
Where does Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust give grants?
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust gives mostly in Montana: 95% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Wisconsin (5%). The most frequent recipient cities were Great Falls, MT (4 grants).
Does Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust give general operating support?
Yes: 50% of Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's 2025 grants with a stated purpose (3 of 6) were for general or operating support, per its 2025 IRS Form 990.
Who are Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's largest grantees?
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's largest 2025 grantees include Roman Catholic Bishop of Great Falls ($219,000 across 3 grants), Culbertson Froid Bainville Health Care Corporation ($29,200) and Montana School for the Deaf and Blind Foundation ($29,200), according to its 2025 IRS Form 990. Together they received 95% of its itemized 2025 grant dollars.
How large is Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust?
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust reported $15.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $487K.
What is Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's EIN?
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's EIN (Employer Identification Number) is 85-4259292. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 29, 2026)
- IRS filings on file for fiscal years 2021–2024
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