Joe and Anna Schmitz Trust
- Assets
- $0.0
- Revenue
- $88.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Brockton, MT
- Founding
- 00/0000
- Data as of
- 12/2020
- EIN
- 47-6919315
Organization Overview
Joe and Anna Schmitz Trust is located in Brockton, MT. The organization was established in 0000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations.
For the year ending 12/2020, Joe and Anna Schmitz Trust generated $88.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (4.1%) each year. All expenses for the organization totaled $232.0k during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Joe and Anna Schmitz Trust has awarded 36 individual grants totaling $1,276,468. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $71,028 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $522 |
| Total Revenue | $88,150 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $10,797 |
| Depreciation | $6,707 |
| Occupancy | $465 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $21,870 |
| Contributions, gifts, grants paid | $210,143 |
| Total expenses and disbursements | $232,013 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Joe and Anna Schmitz Trust has awarded $210,143 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
DIOCESE OF GREAT FALLS MT PURPOSE: ST. BERNARD'S | $63,043 |
DIOCESE OF GREAT FALLS MT PURPOSE: ALTER SOCIETY | $52,536 |
DIOCESE OF GREAT FALLS MT PURPOSE: CARE & SHARE | $42,028 |
ROOSEVELT MEMORIAL HOSPITAL PURPOSE: GENERAL OPERATING NEEDS. | $21,015 |
MT SCHOOL FOR DEAF AND BLIND PURPOSE: GENERAL OPERATING NEEDS. | $21,014 |
ST COLETTA SCHOOL PURPOSE: GENERAL OPERATING NEEDS. | $10,507 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Wattis Dumke Foundation Inc Ketchum, ID | $124,566 | $75,918 |
William H And Carrie Gottsche Foundation Thermopolis, WY | $15,267,869 | $5,413,273 |
Emerald Gate Charitable Trust Jackson, WY | $143,120,759 | $36,236,406 |
Newton Foundation Jackson, WY | $19,007,412 | $862,510 |
Conrad Heskin Charitable Trust Grand Forks, ND | $0 | $281,368 |
Vc Medical Endowment Tr Sioux Falls, SD | $16,574,486 | $1,476,836 |
Nehring Family Nice Foundation Sioux Falls, SD | $4,939,586 | $4,091,641 |
Platte River Trails Trust Casper, WY | $7,380,514 | $856,842 |
Cecil Daniel Trust Fbo St Joseph Catholic Church Williston, ND | $117,870 | $694,450 |
Matthew & Virgie O Dragicevich Wyo Fndn Tr One Utd 02-22-1994 Teton Village, WY | $5,420,759 | $28,096 |
Kipp Nelson Foundation Ketchum, ID | $1,863,137 | $184,585 |
Environmental Health Trust Teton Village, WY | $648,901 | $567,748 |