Joe and Anna Schmitz Trust

Private foundation · Grantmaker Brockton, MT EIN: 47-6919315

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.

Key facts about Joe and Anna Schmitz Trust

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.

EIN
47-6919315
Latest 990 filing
Form 990-PF, 2020
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)

Data from IRS Form 990-PF, 2020; updated September 2026.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$210K

Grant Count

6

Avg Grant Size

$35K

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2020 grant dollars across all 6 itemized grants.

Cities

Great FallsCulbertsonJefferson

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K6 grants2020

In 2020 it made 6 grants totaling $210K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2020

Diocese of Great Falls MT: $158K across 3 grantsDiocese of Great Falls MT$158K · 3 grantsRoosevelt Memorial Hospital: $21KRoosevelt Memorial Hospital$21KMT School for Deaf and Blind: $21KMT School for Deaf and Blind$21KSt Coletta School: $11KSt Coletta School$11K

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

4<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 6 (67%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Diocese of Great Falls MT Great Falls, MTSt. Bernard's$63,043
Diocese of Great Falls MT Great Falls, MTAlter Society$52,536
Diocese of Great Falls MT Great Falls, MTCare & Share$42,028
Roosevelt Memorial Hospital Culbertson, MTGeneral operating needs.$21,015
MT School for Deaf and Blind Great Falls, MTGeneral operating needs.$21,014
St Coletta School Jefferson, WIGeneral operating needs.$10,507

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$100K$200K$300K2020
Metric2020
Revenue$88,150
Expenses$232,013
Net Investment Income$71,028

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal year 2020

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.

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