Joe and Anna Schmitz Trust
https://N/A
$4.4M
Total Assets (2019)
N/A
Total Giving (2019)
0
Grants on File (2018–2020)
N/A
Avg Grant Size
About
The Joe and Anna Schmitz Trust was formally dissolved December 31, 2020, under court order by the Montana Seventh Judicial District Court as part of an approved modification and combining under a new Trust. All assets were transferred to the new Joe and Anna Schmitz and Pat and Anna Burke Trust as of the date of dissolution. The assets were valued at $3,880,014.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4064890309
Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | N/A | $4.5M | $149K | N/A |
| 2019 | N/A | $4.4M | $169K | N/A |
| 2020 | N/A | $0 | $88K | N/A |
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Mary Steppler | Trustee | — |
Grants Awarded (0 total)
| Recipient | Location | Amount | Purpose | Year |
|---|