Auxiliary of Utu Scholarship Fund
The Auxiliary of UTU Scholarship Fund is a private foundation based in Ashland, Montana. It provides scholarship funds to family members of SMART Transportation Division Auxiliary members for college education.
Auxiliary of Utu Scholarship Fund at a glance
In short: Auxiliary of Utu Scholarship Fund gave $52K across 43 grants in 2025 (avg $1K), top state Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $51,600
- +14.7% vs 2024
- Grants made (2025)
- 43
- -4.4% vs 2024
- Average grant
- $1,200
- +20.0% vs 2024
- Median grant
- $1,200
- Total assets
- $882,438
- -4.2% vs 2024
- Primary geography
- Missouri (30% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Auxiliary of Utu Scholarship Fund
- How to Apply
The 2025 filing says applications request information about the Auxiliary member and student applicant, their relationship, the college attended, the student’s college rank, and signatures from the member, student, and…
The 2025 filing says applications request information about the Auxiliary member and student applicant, their relationship, the college attended, the student’s college rank, and signatures from the member, student, and member’s lodge treasurer.
- Review Cycle
- Applications are accepted January 1 through March 31 and are paid for the fall semester of the same year. The 2026 application period has passed.
- Deadline
- Applications are accepted January 1 through March 31 and are paid for the fall semester of the same year.
- Contact
Application contact: Auxiliary Utu Scholarship Fund Co B
Mailing address: 70 Ten Mile Road, Ashland, MT 59003
Phone: (406) 749-0279
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Auxiliary of Utu Scholarship Fund funds
How this funder distributes its grants
Grant Size Distribution
238 grants across all recorded years
The most common grant size was under $50K: 238 grants of 238 (100%).
Geographic Focus
Where this funder awards grants
For 2025, the largest shares of grant dollars by recipient state were Missouri (30%), Ohio (23%), Kansas (9%), Montana (7%), and Tennessee (7%).
Grant Distribution by State
Share of 2025 grant dollars across all 43 itemized grants.
States
Cities
How Auxiliary of Utu Scholarship Fund gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $45K (2024) to $55K (2022). In 2025 it made 43 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 43 grants to individuals Recipients not named | — | $51,600 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $882,438 | $39,352 | $78,118 | $51,600 | 43 | $71,465 | $34,037 | $81,006 |
| 2024 | $921,204 | $72,457 | $76,738 | $45,000 | 45 | $68,704 | $64,422 | $74,611 |
| 2023 | $925,485 | $46,387 | $83,121 | $54,000 | 45 | $75,792 | $39,009 | $67,176 |
| 2022 | $962,219 | $67,536 | $76,446 | $55,000 | 55 | $70,998 | $61,502 | $66,808 |
| 2021 | $971,129 | $49,225 | $74,502 | $50,000 | 50 | $68,245 | $42,763 | $71,430 |
| 2020 | $996,406 | $54,885 | $65,294 | $47,000 | 47 | — | $49,685 | $63,181 |
| 2019 | $1,006,815 | $44,799 | $73,712 | $47,000 | 44 | — | $33,137 | $62,968 |
Under IRS private-foundation payout rules, Auxiliary of Utu Scholarship Fund reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The funder’s 2025 filing describes its direct charitable activity as providing scholarship funds to family members of SMART Transportation Division Auxiliary members. Applicants must be at least high school seniors and under 25 when applying, enrolled full time in an accredited college or university, and have at least a 2.0 grade point average.
Grantmaking
In 2025, the funder reported 43 grants totaling $51,600. Each listed grant was $1,200. The grants were to individual recipients for “college funding.” The largest grant listings include recipients in Montana, Missouri, Tennessee, Iowa, Ohio, Illinois, and Texas; each was $1,200.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Barbara Purdon as president, Edelmira Todd as treasurer, Bettinna Moos as secretary, Patricia Maccagno as assistant secretary, and Paula Grant as assistant to the president. Patricia Shacklette, Carol Menges, Patricia England, Marilyn Spangler, and Becky Allgyre are listed on the advisory committee.
Auxiliary of Utu Scholarship Fund is led by Barbara Purdon, President since 2023 (on filings since 2020); none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Barbara Purdon
President
Secretary → President, 2023
On filings since 2020
23 hrs/week
No compensation reported
Carol Menges
Advisory Committee
On filings since 2019
2 hrs/week
No compensation reported
Marilyn Spangler
Advisory Committee
President → Advisory Committee, 2023
On filings since 2019
2 hrs/week
No compensation reported
Patricia England
Advisory Committee
On filings since 2019
2 hrs/week
No compensation reported
Patricia Shacklette
Advisory Committee
On filings since 2019
2 hrs/week
No compensation reported
Paula Grant
Assistant to the President
On filings since 2020
0.5 hrs/week
No compensation reported
Becky Allgyre
Advisory Committee
On filings since 2023
2 hrs/week
No compensation reported
Bettinna Moos
Secretary
On filings since 2023
5 hrs/week
No compensation reported
Edelmira Todd
Treasurer
On filings since 2023
5 hrs/week
No compensation reported
Patricia Maccagno
Assistant Secretary
On filings since 2023
2 hrs/week
No compensation reported
Former officers (3)
- Former: Pat Maccagno (2019–2022) — Assistant Secretary
- Former: Rebecca Allgyre (2019–2022) — Treasurer
- Former: Geralyn Gardner (2019) — Secretary
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Auxiliary of Utu Scholarship Fund
How much does Auxiliary of Utu Scholarship Fund give each year?
Auxiliary of Utu Scholarship Fund gave $52K across 43 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 45 grants.
What is Auxiliary of Utu Scholarship Fund's typical grant size?
Auxiliary of Utu Scholarship Fund's median grant in 2025 was $1,200, and its average grant was $1,200, across 43 grants on its 2025 IRS Form 990-PF.
Where does Auxiliary of Utu Scholarship Fund give grants?
Auxiliary of Utu Scholarship Fund's top state is Missouri, with 30% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Ohio (23%) and Kansas (9%).
Does Auxiliary of Utu Scholarship Fund give general operating support?
Not in 2025: none of the 43 grants with a stated purpose on Auxiliary of Utu Scholarship Fund's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "College Funding" (43 grants).
How large is Auxiliary of Utu Scholarship Fund?
Auxiliary of Utu Scholarship Fund reported $882K in total assets on its 2025 IRS Form 990-PF. It paid out $71K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Auxiliary of Utu Scholarship Fund fund?
The funder’s 2025 filing describes its direct charitable activity as providing scholarship funds to family members of SMART Transportation Division Auxiliary members. See mission & focus areas ↑
How do I apply for a grant from Auxiliary of Utu Scholarship Fund?
The 2025 filing says applications request information about the Auxiliary member and student applicant, their relationship, the college attended, the student’s college rank, and signatures from the member, student, and… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Auxiliary of Utu Scholarship Fund's EIN?
Auxiliary of Utu Scholarship Fund's EIN (Employer Identification Number) is 55-0870632. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 4, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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