Auxiliary of Utu Scholarship Fund

ASHLAND, MT EIN: 55-0870632

Auxiliary of Utu Scholarship Fund is a private foundation focused on Education, based in ASHLAND, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $921K in total assets. In 2024, it awarded 45 grants totaling $45K. Net investment income was $64K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$921K

-0.5% YoY

Annual Giving

$45K

-16.7% YoY

Grant Count

45

+0.0% YoY

Avg Grant Size

$1K

-16.7% YoY

About Auxiliary of Utu Scholarship Fund

Based on IRS filings

Auxiliary of Utu Scholarship Fund is a private foundation focused on Education, based in ASHLAND, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $921K in total assets. In 2024, it awarded 45 grants totaling $45K. Net investment income was $64K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

26states
+18 more states

Cities

AlpharettaAmesArdenArnoldAtticaBainbridgeBellevueBeltonBrightonBurbankCaldwellCampbell HillChafeeChaffeeChagrin FallsClevelandColliervilleColumbia FallColumbusDamascus

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$23K$46K$69K$91K20202021202220232024
Metric202420232022
Total Assets$921,204$925,485$962,219
Revenue$72,457$46,387$67,536
Expenses$76,738$83,121$76,446
Qualifying Distributions$68,704$75,792$70,998
Net Investment Income$64,422$39,009$61,502
Distributable Amount$74,611$67,176$66,808

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$28K$41K$55K47 grants202050 grants202155 grants202245 grants202345 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

ADAMS SYDNEY$1KCORBIN DERECK A$1KDEETER IAN$1KDERNER FRANK IV$1KDULEY MEGHAN$1KEDWARDS AVERY E$1KEDWARDS ZOE J$1KEVANS OWEN$1KFRITZ CADEN$1KFRITZ VICTORIA$1K

Grant Size Distribution

237 grants across all recorded years

237<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BARBARA PURDONPRESIDENT23
EDELMIRA TODDTREASURER5
BETTINNA MOOSSECRETARY5
PATRICIA MACCAGNOASSIST. SECRETARY2
PATRICIA SHACKLETTEADVISORY COMMITTEE2
CAROL MENGESADVISORY COMMITTEE2
PATRICIA ENGLANDADVISORY COMMITTEE2
PAULA GRANTASSIST. TO THE PRESIDENT0.5
MARILYN SPANGLERADVISORY COMMITTEE2
BECKY ALLGYREADVISORY COMMITTEE2

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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