Private Foundation

Joe and Anna Schmitz Trust

Joe and Anna Schmitz Trust is a private foundation categorized as Private Foundation based in Brockton, MT. Its most recent IRS filing (2020) reports revenue of $88K, expenses of $232K. Imperigo tracks 24 reported grants from this foundation totaling approximately $840K.

EIN: 476919315 Brockton, MT General Support NTEE: DEFAULT Latest filing: 2020
Total Revenue$88K
Total Expenses$232K
Grants Given24
Grant Total$840K
Filing Years2017–2020

Sample Grants Given

Diocese of Great Falls MT
Great Falls, MT · 2020
St. Bernard's
$63,043
Diocese of Great Falls MT
Great Falls, MT · 2020
Alter Society
$52,536
Diocese of Great Falls MT
Great Falls, MT · 2020
Care & Share
$42,028
Roosevelt Memorial Hospital
Culbertson, MT · 2020
General operating needs.
$21,015
MT School for Deaf and Blind
Great Falls, MT · 2020
General operating needs.
$21,014

Showing up to 5 of 24 total records — full history available with membership.

Officers & Directors

Trustee Mary Steppler

Officer compensation and complete director data available with membership.

Top Grant Purposes

St. Bernard's
$252,134 4 grants
Alter Society
$210,111 4 grants
General operating needs.
$210,111 12 grants
Care & Share
$168,088 4 grants

Financial Trends

Year Revenue Expenses Assets
2020 $88K $232K —
2019 $169K $243K $4.4M
2018 $149K $252K $4.5M
2017 $122K $241K $4.5M

Between 2017 and 2020, reported annual revenue declined from $122K to $88K (-28%).

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in MT, WI.

MTWI

Full geographic grant map with state-by-state breakdown available with membership.

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