Joe and Anna Schmitz Trust

BROCKTON, MT EIN: 47-6919315

Financial Overview

From 2020 IRS Form 990-PF

Total Assets

Annual Giving

$210K

Grant Count

6

Avg Grant Size

$35K

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$64K$128K$191K$255K2020
Metric2020
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

$0$53K$105K$158K$210K6 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2020

Diocese of Great Falls MT$63KDiocese of Great Falls MT$53KDiocese of Great Falls MT$42KRoosevelt Memorial Hospi…$21KMT School for Deaf and B…$21KSt Coletta School$11K

Grant Size Distribution

6 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Joe and Anna Schmitz Trust fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
Mary StepplerTrustee5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

CulbertsonGreat FallsJefferson

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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