Nonprofit · EIN 85-4259292
JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST
Tax-exempt · MINNEAPOLIS, MN 55402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $487,089 | $435,779 | $51,310 | $15,231,767 | $0 | $15,231,767 |
| December 31, 2024 | 990 | $314,791 | $595,176 | -$280,385 | $14,947,212 | $0 | $14,947,212 |
| December 31, 2023 | 990 | $537,455 | $355,523 | $181,932 | $14,984,334 | $0 | $14,984,334 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $231,966
- Net rental income
- $254,761
- Net gain from sales of assets
- -$8,864
- Other revenue
- $255,123
Expenses
- Grants and similar amounts paid
- $292,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $6,946
- Occupancy
- $46,126
- Depreciation
- $26,536
- Program services (functional)
- $292,000
- Management and general (functional)
- $143,779
Balance sheet and other
- Total assets, start of year
- $14,947,212
- Total assets, end of year
- $15,231,767
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,231,767
- Land, buildings and equipment
- $11,379,680
- Publicly traded securities
- $3,601,452
- Gross unrelated business income
- -$7,462
- Gross receipts
- $2,487,829
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2021
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Fleming Trustee | Roman Catholic Bishop of Great Falls Trustee or director | 0.5 | $0 |
| Robin Baker Trustee | St. Coletta School Trustee or director | 0.5 | $0 |
| Jamason Schmidt Trustee | Culbertson, Froid, Bainville Health Care Cop. Trustee or director | 0.5 | $0 |
| Bonnie DeNoma Trustee | MT School for Deaf & Blind Trustee or director | 0.5 | $0 |
| Mark Willmarth Trustee | MT School for Deaf & Blind Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Doug Little Trustee Oct | MT School for Deaf & Blind Trustee or director | 0.5 | $0 |
| Audrey Stromberg Trustee Oct | Roosevelt Memorial Hospital Trustee or director | 0.5 | $0 |
| Ted Behncke Trustee Oct | St. Coletta School Trustee or director | 0.5 | $0 |
| Jeffrey Fleming Trustee | Roman Catholic Bishop of Great Falls Trustee or director | 0.5 | $0 |
| Robin Baker Trustee | St. Coletta School Trustee or director | 0.5 | $0 |
| Jamason Schmidt Trustee | Culbertson, Froid, Bainville Health Care Cop. Trustee or director | 0.5 | $0 |
| Bonnie DeNoma Trustee | MT School for Deaf & Blind Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Doug Little - Trustee | MT School for Deaf & Blind Trustee or director | 0.5 | $0 |
| Darren Eultgen - Trusteeto Oct | Roman Catholic Bishop of Great Falls Trustee or director | 0.5 | $0 |
| Audrey Stromberg - Trustee | Roosevelt Memorial Hospital Trustee or director | 0.5 | $0 |
| Ted Behncke - Trustee | St. Coletta School Trustee or director | 0.5 | $0 |
| Jeffrey Fleming - Trustee | Roman Catholic Bishop of Great Falls Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
- Principal officer (990 for 2025)
- Jeffrey Fleming, 800 Nicollet Mall Ste 1300, Minneapolis, MN 55402
- Signed the 990
- Jeffrey Fleming, Trustee
- Phone
- (612) 253-6560
- Return prepared by
- Eide Bailly LLP
Mission
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.
Program accomplishments
- 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.Expenses $292,000 · grants $292,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-4259292
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $15,231,767
- Income (IRS master file)
- $2,487,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $487,089 | $435,779 | $15,231,767 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $314,791 | $595,176 | $14,947,212 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $537,455 | $355,523 | $14,984,334 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $890,704 | $283,973 | $14,516,929 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $8,498,329 | $410,431 | $14,653,236 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-4259292).
Questions about JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST
- What is the EIN of JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST?
- The employer identification number (EIN) of JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST is 85-4259292.
- Is JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 names Jeffrey Fleming.
- Who are the officers and directors of JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does JOE AND ANNA SCHMITZ AND PAT AND ANNA BURKE CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $487,089, expenses of $435,779 and total assets of $15,231,767 at year end.
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