Joe and Anna Schmitz Trust
Joe and Anna Schmitz Trust is a private foundation, based in Brockton, MT. IRS filing data is available for 2020. In 2020, it awarded 6 grants totaling $210K. Net investment income was $71K.
Joe and Anna Schmitz Trust at a glance
In short: Joe and Anna Schmitz Trust gave $210K across 6 grants in 2020 (avg $35K), mostly in Montana. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $210,143
- Grants made (2020)
- 6
- Average grant
- $35,024
- Median grant
- $31,522
- Primary geography
- Montana (95% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Joe and Anna Schmitz Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2020
The largest 2020 recipient was Diocese of Great Falls MT ($158K across 3 grants). Together the top 4 received $210K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 4 grants of 6 (67%).
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 6 grants totaling $210K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Diocese of Great Falls MT Great Falls, MT | St. Bernard's | $63,043 |
| Diocese of Great Falls MT Great Falls, MT | Alter Society | $52,536 |
| Diocese of Great Falls MT Great Falls, MT | Care & Share | $42,028 |
| Roosevelt Memorial Hospital Culbertson, MT | General operating needs. | $21,015 |
| MT School for Deaf and Blind Great Falls, MT | General operating needs. | $21,014 |
| St Coletta School Jefferson, WI | General operating needs. | $10,507 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|
| 2020 | $88,150 | $232,013 | $210,143 | 6 | $71,028 |
Leadership & Key People
Officers and directors from IRS filings
Joe and Anna Schmitz Trust is led by Mary Steppler, Trustee on the 2020 filing — the only officer listed, and uncompensated.
Officers on the 2020 filing
Mary Steppler
Trustee
New on the 2020 filing
5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020. "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 and Anna Schmitz Trust
How much does Joe and Anna Schmitz Trust give each year?
Joe and Anna Schmitz Trust gave $210K across 6 grants in 2020, according to its 2020 IRS Form 990-PF.
What is Joe and Anna Schmitz Trust's typical grant size?
Joe and Anna Schmitz Trust's median grant in 2020 was $31,522, and its average grant was $35,024, across 6 grants on its 2020 IRS Form 990-PF.
Where does Joe and Anna Schmitz Trust give grants?
Joe and Anna Schmitz Trust gives mostly in Montana: 95% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Great Falls, MT (4 grants).
Does Joe and Anna Schmitz Trust give general operating support?
Yes: 50% of Joe and Anna Schmitz Trust's 2020 grants with a stated purpose (3 of 6) were for general or operating support, per its 2020 IRS Form 990-PF.
Who are Joe and Anna Schmitz Trust's largest grantees?
Joe and Anna Schmitz Trust's largest 2020 grantees include Diocese of Great Falls MT ($157,607 across 3 grants), Roosevelt Memorial Hospital ($21,015) and MT School for Deaf and Blind ($21,014), according to its 2020 IRS Form 990-PF. Together they received 95% of its itemized 2020 grant dollars.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
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