Pat and Anna Burke Trust

Private foundation · Grantmaker Brockton, MT EIN: 47-6920403

Pat and Anna Burke Trust is a private foundation, based in Brockton, MT. IRS filing data is available for 2020. In 2020, it awarded 6 grants totaling $85K. Net investment income was $31K.

Key facts about Pat and Anna Burke Trust

In short: Pat and Anna Burke Trust gave $85K across 6 grants in 2020 (avg $14K), mostly in Montana. Source: 2020 IRS Form 990-PF.

EIN
47-6920403
Latest 990 filing
Form 990-PF, 2020
Annual giving (2020)
$85,244
Grants made (2020)
6
Average grant
$14,207
Median grant
$12,787
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

$85K

Grant Count

6

Avg Grant Size

$14K

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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$25K$50K$75K$100K6 grants2020

In 2020 it made 6 grants totaling $85K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2020

Diocese of Great Falls MT: $64K across 3 grantsDiocese of Great Falls MT$64K · 3 grantsMT School for Deaf and Blind: $9KMT School for Deaf and Blind$9KRoosevelt Memorial Health Care Foundation: $9KRoosevelt Memorial Health CareFoundation$9KSt Coletta School: $4KSt Coletta School$4K

The largest 2020 recipient was Diocese of Great Falls MT ($64K across 3 grants). Together the top 4 received $85K.

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Diocese of Great Falls MT Great Falls, MTSt. Bernard's$25,573
Diocese of Great Falls MT Great Falls, MTAlter Society$21,311
Diocese of Great Falls MT Great Falls, MTCare & Share$17,049
MT School for Deaf and Blind Great Falls, MTGeneral operating needs.$8,525
Roosevelt Memorial Health Care Foundation Culbertson, MTGeneral operating needs.$8,524
St Coletta School Jefferson, WIGeneral operating needs.$4,262

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$50K$100K$150K2020
Metric2020
Revenue$34,145
Expenses$91,581
Net Investment Income$31,093

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

Pat and Anna Burke 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 Pat and Anna Burke Trust

How much does Pat and Anna Burke Trust give each year?

Pat and Anna Burke Trust gave $85K across 6 grants in 2020, according to its 2020 IRS Form 990-PF.

What is Pat and Anna Burke Trust's typical grant size?

Pat and Anna Burke Trust's median grant in 2020 was $12,787, and its average grant was $14,207, across 6 grants on its 2020 IRS Form 990-PF.

Where does Pat and Anna Burke Trust give grants?

Pat and Anna Burke 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 Pat and Anna Burke Trust give general operating support?

Yes: 50% of Pat and Anna Burke 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 Pat and Anna Burke Trust's largest grantees?

Pat and Anna Burke Trust's largest 2020 grantees include Diocese of Great Falls MT ($63,933 across 3 grants), MT School for Deaf and Blind ($8,525) and Roosevelt Memorial Health Care Foundation ($8,524), according to its 2020 IRS Form 990-PF. Together they received 95% of its itemized 2020 grant dollars.

What is Pat and Anna Burke Trust's EIN?

Pat and Anna Burke Trust's EIN (Employer Identification Number) is 47-6920403. 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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