Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust is a Public Charity headquartered in Minneapolis, MN. Financial data from the 2025 filing: $487K revenue, $436K expenses, $15.2M total assets. IRS filings disclose 24 grants awarded by this foundation, totaling roughly $1.1M.
The Trust will provide cash distributions to specified beneficiary organizations, recognized as 501(c)(3) public charities, on an annual basis in accordance with percentages stated in the Trust Agreement, to be used exclusively for charitable purposes.
How Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Showing up to 5 of 24 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $487K | $436K | $15.2M |
| 2024 | $315K | $595K | $14.9M |
| 2023 | $537K | $356K | $15.0M |
| 2022 | $891K | $284K | $14.5M |
Between 2022 and 2025, reported annual revenue declined from $891K to $487K (-45%), with total assets most recently reported at $15.2M.
Interactive year-over-year charts and full filing details available with membership.
Grants from this foundation were reported to recipients in MT, WI.
Full geographic grant map with state-by-state breakdown available with membership.
