Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust
- Assets
- $14.7m
- Revenue
- $8.5m
- Investments
- $0.0
- Employees
- 0
- Location
- Minneapolis, MN
- Founding
- Data as of
- 12/2021
- EIN
- 85-4259292
Organization Overview
Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust is located in Minneapolis, MN. Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE TRUST'S PURPOSE IS TO PROVIDE FINANCIAL SUPPORT TO SPECIFIED BENEFICIARY ORGANIZATIONS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE TRUST PROVIDES FUNDS FOR THE FOLLOWING BENEFICIARIES: MONTANA SCHOOL FOR THE DEAF AND BLIND FOUNDATION, ROOSEVELT MEDICAL CENTER, ST. COLETTA SCHOOL, AND ROMAN CATHOLIC BISHOP OF GREAT FALLS, MONTANA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jennifer Kessner - Trustee Roosevelt Memorial Hospital | Trustee | 0.5 | $0 |
Ted Behncke - Trustee St. Coletta School | Trustee | 0.5 | $0 |
Darren Eultgen - Trustee Roman Catholic Bishop Of Great Falls | Trustee | 0.5 | $0 |
Doug Little - Trustee Mt School For Deaf & Blind Fdtn | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $8,076,392 |
| Noncash contributions included in lines 1a–1f | $4,967,744 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $8,076,392 |
| Total Program Service Revenue | $0 |
| Investment income | $219,758 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $152,499 |
| Net Gain/Loss on Asset Sales | $10,588 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $8,498,329 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $312,622 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $3,650 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $19,818 |
| Fees for services: Other | $12,334 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $33,576 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $7,034 |
| Insurance | $13,757 |
| All other expenses | $0 |
| Total functional expenses | $410,431 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $94,434 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $11,171,789 |
| Investments—publicly traded securities | $3,380,697 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,316 |
| Total assets | $14,653,236 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $312,622 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $312,622 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $14,340,614 |
| Total liabilities and net assets/fund balances | $14,653,236 |
Grants Awarded
Over the last fiscal year, Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust has awarded $312,622 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
Great Falls, MT PURPOSE: St Bernard's Parish Charley Creek | $93,787 |
Great Falls, MT PURPOSE: Altar Society at Charley Creek | $78,156 |
Great Falls, MT PURPOSE: Care and share collection | $62,524 |
Great Falls, MT PURPOSE: General operations | $31,262 |
Culbertson, MT PURPOSE: General operations | $31,262 |
Jefferson, WI PURPOSE: General operations | $15,631 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Divine Savior Healthcare Inc Portage, WI | $146,404,206 | $99,548,163 |
Jackson Park Hospital Foundation Chicago, IL | $132,629,667 | $107,987,360 |
Avera St Marys Pierre, SD | $117,040,382 | $106,933,224 |
St Margarets Health Spring Valley Spring Valley, IL | $107,727,640 | $91,881,221 |
Providence Health Alliance Inc St Louis, MO | $27,745,143 | $62,779,739 |
Alexian Brothers Ambulatory Group St Louis, MO | $321,335,814 | $68,677,417 |
Samaritas Detroit, MI | $92,322,257 | $101,009,415 |
Columbia College Columbia, MO | $267,475,036 | $84,570,180 |
Benefis Health System Inc Great Falls, MT | $1,511,234,520 | $121,846,801 |
University Of Dubuque Dubuque, IA | $403,203,443 | $110,402,473 |
Concordia University Chicago River Forest, IL | $86,542,696 | $102,736,797 |
Sauk Prairie Healthcare Inc Prairie Du Sac, WI | $167,630,839 | $104,363,502 |