Joe And Anna Schmitz Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Joe And Anna Schmitz Trust. Data shown is extracted from Form 990-PF filings.
EIN: 47-6919315
Foundation Overview
Based in Brockton, MT, Joe And Anna Schmitz Trust has awarded 24 grants totaling $841,367 to organizations in Montana and Wisconsin. Individual grants range from $10,353 to $63,688, with a median award of $31,320.5.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 6 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
83% of all grants are concentrated in Montana, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Montana, funding concentrates in Great Falls (80%), Culbertson (20%).
Funding Trajectory
Stable funding levels with 1% change over 4 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Joe And Anna Schmitz Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Diocese Of Great Falls Mt | $63,043 | Great Falls, MT, US | St. Bernard's | 2020 |
| Diocese Of Great Falls Mt | $42,028 | Great Falls, MT, US | Care & Share | 2020 |
| Diocese Of Great Falls Mt | $52,536 | Great Falls, MT, US | Alter Society | 2020 |
| Mt School For Deaf And Blind | $21,014 | Great Falls, MT, US | General Operating Needs. | 2020 |
| Roosevelt Memorial Hospital | $21,015 | Culbertson, MT, US | General Operating Needs. | 2020 |
| St Coletta School | $10,507 | Jefferson, WI, US | General Operating Needs. | 2020 |
| Diocese Of Great Falls Mt | $63,688 | Great Falls, MT, US | St. Bernard's | 2018 |
| Diocese Of Great Falls Mt | $42,458 | Great Falls, MT, US | Care & Share | 2018 |
| Diocese Of Great Falls Mt | $53,073 | Great Falls, MT, US | Alter Society | 2018 |
| Mt School For Deaf And Blind | $21,229 | Great Falls, MT, US | General Operating Needs. | 2018 |
| Roosevelt Memorial Hospital | $21,229 | Culbertson, MT, US | General Operating Needs. | 2018 |
| St Coletta School | $10,615 | Jefferson, WI, US | General Operating Needs. | 2018 |
| Diocese Of Great Falls Mt | $62,119 | Great Falls, MT, US | St. Bernard's | 2017 |
| Diocese Of Great Falls Mt | $41,412 | Great Falls, MT, US | Care & Share | 2017 |
| Diocese Of Great Falls Mt | $51,765 | Great Falls, MT, US | Alter Society | 2017 |
| Mt School For Deaf And Blind | $20,706 | Great Falls, MT, US | General Operating Needs. | 2017 |
| Roosevelt Memorial Hospital | $20,706 | Culbertson, MT, US | General Operating Needs. | 2017 |
| St Coletta School | $10,353 | Jefferson, WI, US | General Operating Needs. | 2017 |
| Diocese Of Great Falls Mt | $63,561 | Great Falls, MT, US | St. Bernard's | 2016 |
| Diocese Of Great Falls Mt | $42,374 | Great Falls, MT, US | Care & Share | 2016 |
| Diocese Of Great Falls Mt | $52,968 | Great Falls, MT, US | Alter Society | 2016 |
| Mt School For Deaf And Blind | $21,187 | Great Falls, MT, US | General Operating Needs. | 2016 |
| Roosevelt Memorial Hospital | $21,187 | Culbertson, MT, US | General Operating Needs. | 2016 |
| St Coletta School | $10,594 | Jefferson, WI, US | General Operating Needs. | 2016 |
Foundations Similar to Joe And Anna Schmitz Trust
Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in MT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Hauser Lake Home
EIN: 82-0564365 | 17 grants awarded |
$0
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$50,000
median grant |
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|
Florian Baldwin Charitable Trust Fbo Roundup Hospital
EIN: 81-6092857 | 5 grants awarded |
$0
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$16,437
median grant |
Great Falls, MT
Same state |
|
|
Dokken Family Foundation Charitable Trust
EIN: 26-6017574 | 5 grants awarded |
$0
(≈ Similar) |
$50,000
median grant |
Bozeman, MT
Same state |
|
|
Joe Mitchell 4-01-4 Tr
EIN: 83-6408246 | 2 grants awarded |
$0
(≈ Similar) |
$31,316
median grant |
Billings, MT
Same state |
|
|
Talbot Family Foundation
EIN: 06-1641448 | 4 grants awarded |
$0
(≈ Similar) |
$20,000
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Bozeman, MT
Same state |
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Related Foundation Resources in MT:
Contact Information
Official contact details for Joe And Anna Schmitz Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 47-6919315 |
| Website | N/A |
| Address | 32085 COUNTY ROAD 139 Brockton, MT 59213-9517 |
Key People (1)
Board members, trustees, and key staff who oversee Joe And Anna Schmitz Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Mary Steppler |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Joe And Anna Schmitz Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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