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.
Ready to take the next step with Joe and Anna Schmitz Trust?
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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