2026-07-29T12:15:46-05:00 2025-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2025-01-01 854259292 Joe & Anna Schmitz and Pat & Anna Burke Charitable Trust JOE& 6122536560 800 Nicollet Mall Ste 1300 Minneapolis MN 55402 Jeffrey Fleming Trustee 6122536560 2026-07-29 1 Deb Nelson CPA P01264758 6122536500 2026-07-27 2025 2025-03-06 01:10:19Z Jeffrey Fleming 800 Nicollet Mall Ste 1300 Minneapolis MN 55402 2487829 0 X N/A X 2021 MT The Trust's purpose is to provide financial support to specified beneficiary organizations. 4 4 0 4 -7462 0 11696 0 0 0 116478 231966 186617 255123 314791 487089 450000 292000 0 0 0 0 0 0 0 145176 143779 595176 435779 -280385 51310 14947212 15231767 0 0 14947212 15231767 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. 0 0 292000 292000 0 The Trust provides funds for the following beneficiaries: Montana School for the Deaf and Blind Foundation, Culbertson Froid Bainville Health Care Corporation, St. Coletta School, and Roman Catholic Bishop of Great Falls, Montana. 292000 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 X Mary Steppler 4064890309 1262 14th Street SW Sydney MT 59270 X Jeffrey Fleming Trustee Roman Catholic Bishop of Great Falls 0.50 X 0 0 0 Robin Baker Trustee St. Coletta School 0.50 X 0 0 0 Jamason Schmidt Trustee Culbertson, Froid, Bainville Health Care Cop. 0.50 X 0 0 0 Bonnie DeNoma Trustee MT School for Deaf & Blind 0.50 X 0 0 0 Mark Willmarth Trustee MT School for Deaf & Blind 0.50 X 0 0 0 0 0 0 0 0 0 0 0 240830 -7462 248292 254761 0 254761 254761 254761 1991876 2000740 -8864 -8864 -8864 Miscellaneous 110000 362 362 362 487089 0 -7462 494551 292000 292000 6946 6946 28650 28650 12374 12374 46126 46126 26536 26536 20541 20541 Repairs and Supplies 2606 2606 435779 292000 143779 0 206929 249003 11598603 218923 11391322 11379680 3339867 3601452 9094 1632 14947212 15231767 0 0 X 0 0 0 0 14947212 15231767 14947212 15231767 14947212 15231767 51310 233245 0 X 0 0 0 X X 4 Culbertson Froid Bainville Health Care Corporation 810373589 3 1 29200 0 Montana School for the Deaf and Blind Foundation 810405850 7 1 29200 0 St Coletta School 390816855 10 1 14600 0 Roman Catholic Bishop of Great Falls 810302011 1 1 219000 0 4 292000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 10938203 10938203 660400 218923 441477 11379680 1 Culbertson Froid Bainville Health Care Corporation 818 2nd Ave E Culbertson MT 59218 810373589 501(c)(3) 29200 0 General operations Montana School for the Deaf and Blind Foundation PO Box 6576 Great Falls MT 59406 810405850 501(c)(3) 29200 0 General operations St Coletta School N4637 County Road Y Jefferson WI 53549 390816855 501(c)(3) 14600 0 General operations Roman Catholic Bishop of Great Falls 100 1st Ave N Great Falls MT 59401 810302011 501(c)(3) 58400 0 Annual Catholic Appeal Roman Catholic Bishop of Great Falls 100 1st Ave N Great Falls MT 59401 810302011 501(c)(3) 73000 0 Altar Society at Charley Creek Roman Catholic Bishop of Great Falls 100 1st Ave N Great Falls MT 59401 810302011 501(c)(3) 87600 0 St Bernard's Parish Charley Creek 4 0 Part I, Line 2: The Trust only makes distributions to its specified supporting organizations per the Trust Agreement. The Trust's board of trustees is comprised of a representative from each respective organization who may monitor the use of the grant funds. Form 990, Part VI, Section A, line 1a Each Trustee shall have one vote, except the Trustee elected by the Roman Catholic Bishop of Great Falls, Montana, who shall have eight votes. Form 990, Part VI, Section A, line 7a The Trust has four specified beneficiary organizations. Each beneficiary has authority to select one Trustee. Form 990, Part VI, Section A, line 8b There are no committees with authorization to act on behalf of the board of trustees. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed and approved by all Trustees prior to filing with the IRS. Form 990, Part VI, Section C, line 19 The governing documents and Form 990 are made available upon request. Culbertson Froid Bainville Health Care Corporation PO Box 419 Culbertson MT 59218 810373589 Hospital MT 501(c)(3) Line 3 N/A 0 Montana School for the Deaf and Blind Foundation PO Box 6576 Great Falls MT 59406 810405850 Support Foundation MT 501(c)(3) Line 7 N/A 0 St Coletta School N4637 County Road Y Jefferson WI 53549 390816855 School WI 501(c)(3) Line 10 N/A 0 Roman Catholic Bishop of Great Falls 100 1st Ave N Great Falls MT 59401 810302011 Religous MT 501(c)(3) Line 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0