Joe and Anna Schmitz Trust
Joe and Anna Schmitz Trust is a nonprofit organization, based in BROCKTON, MT. IRS filing data is available for 2020. In 2020, it awarded 6 grants totaling $210K. Net investment income was $71K.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$210K
Grant Count
6
Avg Grant Size
$35K
About Joe and Anna Schmitz Trust
Based on IRS filings
Joe and Anna Schmitz Trust is a nonprofit organization, based in BROCKTON, MT. IRS filing data is available for 2020. In 2020, it awarded 6 grants totaling $210K. Net investment income was $71K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $88,150 |
| Expenses | $232,013 |
| Qualifying Distributions | — |
| Net Investment Income | $71,028 |
| Distributable Amount | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2020
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Diocese of Great Falls MT ($63,043), Diocese of Great Falls MT ($52,536), Diocese of Great Falls MT ($42,028).
| Recipient | Purpose | Amount |
|---|---|---|
| Diocese of Great Falls MT Great Falls, MT | St. Bernard's | $63,043 |
| Diocese of Great Falls MT Great Falls, MT | Care & Share | $42,028 |
| Diocese of Great Falls MT Great Falls, MT | Alter Society | $52,536 |
| MT School for Deaf and Blind Great Falls, MT | General operating needs. | $21,014 |
| Roosevelt Memorial Hospital Culbertson, MT | General operating needs. | $21,015 |
| St Coletta School Jefferson, WI | General operating needs. | $10,507 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Mary Steppler | Trustee | 5 | — |
Frequently Asked Questions
Where does Joe and Anna Schmitz Trust operate?
Joe and Anna Schmitz Trust has awarded grants in Montana, Wisconsin.
What size grants does Joe and Anna Schmitz Trust award?
In 2020, Joe and Anna Schmitz Trust awarded 6 grants totaling $210K — an average of about $35K per grant, based on its IRS Form 990 filings.
What is Joe and Anna Schmitz Trust's EIN?
Joe and Anna Schmitz Trust's EIN (Employer Identification Number) is 47-6919315. IRS Form 990 filing data is available on this page for 2020.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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