Arete Foundation
Arete Foundation is a private foundation, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $45K in total assets. In 2024, it awarded 2 grants totaling $3K. Net investment income was $64.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$45K
-5.3% YoY
Annual Giving
$3K
+92.3% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$1K
+92.3% YoY
Under IRS private-foundation payout rules, Arete Foundation reported a distributable amount of $14 for 2024 — the minimum it must pay out in qualifying distributions.
About Arete Foundation
Based on IRS filings
Arete Foundation is a private foundation, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $45K in total assets. In 2024, it awarded 2 grants totaling $3K. Net investment income was $64.
Ready to take the next step with Arete Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2021 |
|---|---|---|---|
| Total Assets | $44,636 | $47,158 | $51,800 |
| Revenue | $64 | $450 | $1,254 |
| Expenses | $2,586 | $1,444 | $4,050 |
| Qualifying Distributions | $2,500 | $1,300 | $2,750 |
| Net Investment Income | $64 | $450 | $804 |
| Distributable Amount | $14 | $208 | $2,598 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Kglt Co Montana State University Alumni Foundation ($2,000), Polg Foundation ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| POLG FOUNDATION NEW YORK CITY, NY | GENERAL FUND CONTRIBUTION | $500 |
| KGLT CO MONTANA STATE UNIVERSITY ALUMNI FOUNDATION BOZEMAN, MT | GENERAL FUND CONTRIBUTION | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DIANA NEALE | PRESIDENT | — | — |
| GRAHAM NEALE | DIRECTOR | — | — |
Frequently Asked Questions
How large is Arete Foundation?
As of 2024, Arete Foundation holds $45K in total assets with $64 in annual revenue. It awarded 2 grants totaling $3K in 2024.
Where does Arete Foundation operate?
Arete Foundation has awarded grants in Montana, New York, Pennsylvania, Texas.
What size grants does Arete Foundation award?
In 2024, Arete Foundation awarded 2 grants totaling $3K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Arete Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Arete Foundation reported a distributable amount of $14 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Arete Foundation's EIN?
Arete Foundation's EIN (Employer Identification Number) is 95-3806437. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Arete Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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