Minnesota · Charitable trust
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust
The Trust will provide cash distributions to specified beneficiary organizations, recognized as 501(c)(3) public charities, on an annual basis in accordance with percentages stated in the Trust Agreement, to be used exclusively for charitable purposes.
- $292k
- Granted FY2025(still arriving)
- 6
- Grants FY2025
- 4
- Organizations funded FY2024
- 0%
- First-time grantees FY2024
- Median grant, FY2025
- $58,400
- Largest grant, FY2025
- $87,600
- Organizations funded a year
- 4 to 4
- FY2021 to FY2024
- States reached, FY2025
- 2
- Total assets, FY2025
- $15M
How open it is to new grantees
In FY2024, 0% of the organizations Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust funded were first-time grantees, receiving 0% of its grant dollars.
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 4 | $292k | 0% |
| FY2024 | 4 | $450k | 0% |
| FY2023 | 4 | $235k | 0% |
| FY2022 | 4 | $168k | 0% |
| FY2021 | 4 | $313k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2021 to 2024.
Top grantees
Largest recipients by total granted, FY2021 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Roman Catholic Bishop of Great Falls | $1,093,301 | 5 | n/a |
| Montana School for the Deaf and Blind Foundation | $145,772 | 5 | 14% |
| Culbertson Froid Bainville Healthcare Corporation | $145,772 | 5 | 0% |
| St Coletta of Wisconsin Inc | $72,887 | 5 | 0% |
Compare Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust with peer funders
About Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust
- How much does Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust give?
- Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust reported 6 grants totaling $292,000 in its FY2025 IRS filing. It funded between 4 and 4 organizations a year over FY2021 to FY2024.
- What does Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust fund?
- By grant dollars over FY2021 to FY2025, its largest causes are Religion (75%), Education (15%), Health (10%).
- Who are Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust's largest grantees?
- By total granted over FY2021 to FY2025: Roman Catholic Bishop of Great Falls ($1.1M), Montana School for the Deaf and Blind Foundation ($146k), Culbertson Froid Bainville Healthcare Corporation ($146k).
- Does Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust fund new organizations?
- In FY2024, 0% of the organizations it funded were first-time grantees.
- Where is Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust based?
- Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust is based in MN.
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