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EIN 476919315

Joe and Anna Schmitz Trust

Brockton, MT 59213

Total Assets

FY 2020

Annual Giving

$210K

FY 2020

Grants Made

6

FY 2020

Avg Grant

$35K

FY 2020

Grant Range

$11K–$63K

Typical

Deadlines

Applications

Financial Snapshot

2020 filing

Total Revenue

$88K

Total Expenses

$232K

Grant Range

6 grants

Grant sizes from minimum $11K through median $32K to maximum $63K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

2 years

Giving over time from 2018 to 2020. Peak $212K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

12 grants

Diocese of Great Falls MT
$317K
6 grants
Roosevelt Memorial Hospital
$42K
2 grants
MT School for Deaf and Blind
$42K
2 grants
St Coletta School
$21K
2 grants

Grant Size Distribution

12 grants

<$10K
$10–50K
8
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Montana
$401K
95% of total
Wisconsin
$21K
5% of total

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