Pat and Anna Burke Trust
https://N/ATotal Given 2016–2020
$340K
24 grants · $68K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$13K
typical small grants · $9K–$21K
grant size
100%
deep partner · 4/4 multi-year
repeat
$1.8M
Assets · 2020
4
Distinct recipients
About
The Pat and Anna Burke 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 $1,428,973.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
4064890309
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $85K | $1.8M | $29K | 6 |
| 2017 | $85K | $1.8M | $30K | 6 |
| 2018 | $85K | $1.8M | $29K | 6 |
| 2019 | N/A | $1.8M | $30K | N/A |
| 2020 | $85K | $0 | $34K | 6 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$4K
25th Pctl
$9K
Median
$13K
Average
$14K
75th Pctl
$21K
Maximum
$26K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Mary Steppler | Trustee | — |
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| Diocese of Great Falls MT | Great Falls, MT | $25,573 | St. Bernard's | 2020 |
| DIOCESE OF GREAT FALLS MT | GREAT FALLS, MT | $25,541 | ST. BERNARD'S | 2016 |
| Diocese of Great Falls MT | Great Falls, MT | $25,520 | St. Bernard's | 2018 |
| Diocese of Great Falls MT | Great Falls, MT | $25,426 | St. Bernard's | 2017 |
| Diocese of Great Falls MT | Great Falls, MT | $21,311 | Alter Society | 2020 |
| DIOCESE OF GREAT FALLS MT | GREAT FALLS, MT | $21,284 | ALTER SOCIETY | 2016 |
| Diocese of Great Falls MT | Great Falls, MT | $21,266 | Alter Society | 2018 |
| Diocese of Great Falls MT | Great Falls, MT | $21,189 | Alter Society | 2017 |
| Diocese of Great Falls MT | Great Falls, MT | $17,049 | Care & Share | 2020 |
| DIOCESE OF GREAT FALLS MT | GREAT FALLS, MT | $17,027 | CARE & SHARE | 2016 |
| Diocese of Great Falls MT | Great Falls, MT | $17,013 | Care & Share | 2018 |
| Diocese of Great Falls MT | Great Falls, MT | $16,951 | Care & Share | 2017 |
| MT School for Deaf and Blind | Great Falls, MT | $8,525 | General operating needs. | 2020 |
| Roosevelt Memorial Health Care Foundation | Culbertson, MT | $8,524 | General operating needs. | 2020 |
| ROOSEVELT MEMORIAL HEALTH CARE FOUNDATION | CULBERTSON, MT | $8,514 | GENERAL OPERATING NEEDS. | 2016 |
| MT SCHOOL FOR DEAF AND BLIND | GREAT FALLS, MT | $8,514 | GENERAL OPERATING NEEDS. | 2016 |
| Roosevelt Memorial Health Care Foundation | Culbertson, MT | $8,507 | General operating needs. | 2018 |
| MT School for Deaf and Blind | Great Falls, MT | $8,507 | General operating needs. | 2018 |
| Roosevelt Memorial Health Care Foundation | Culbertson, MT | $8,475 | General operating needs. | 2017 |
| MT School for Deaf and Blind | Great Falls, MT | $8,475 | General operating needs. | 2017 |
| St Coletta School | Jefferson, WI | $4,262 | General operating needs. | 2020 |
| ST COLETTA SCHOOL | JEFFERSON, WI | $4,257 | GENERAL OPERATING NEEDS. | 2016 |
| St Coletta School | Jefferson, WI | $4,253 | General operating needs. | 2018 |
| St Coletta School | Jefferson, WI | $4,238 | General operating needs. | 2017 |