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
Under IRS private-foundation payout rules, Auxiliary of Utu Scholarship Fund reported a distributable amount of $75K for 2024 — the minimum it must pay out in qualifying distributions.
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
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
237 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Adams Sydney ($1,000), Corbin Dereck a ($1,000), Deeter Ian ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADAMS SYDNEY GREAT FALL, MT | COLLEGE FUNDING | $1,000 |
| CORBIN DERECK A COLLIERVILLE, TN | COLLEGE FUNDING | $1,000 |
| DEETER IAN NORWALK, OH | COLLEGE FUNDING | $1,000 |
| DERNER FRANK IV ST JACOBS, IL | COLLEGE FUNDING | $1,000 |
| DULEY MEGHAN ST CHARLES, MO | COLLEGE FUNDING | $1,000 |
| EDWARDS AVERY E LAFAYETTE, IN | COLLEGE FUNDING | $1,000 |
| EDWARDS ZOE J LAFAYETTE, IN | COLLEGE FUNDING | $1,000 |
| EVANS OWEN HUNTSVILLE, AL | COLLEGE FUNDING | $1,000 |
| FRITZ CADEN BELLEVUE, OH | COLLEGE FUNDING | $1,000 |
| FRITZ VICTORIA BELLEVUE, OH | COLLEGE FUNDING | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BARBARA PURDON | PRESIDENT | 23 | — |
| EDELMIRA TODD | TREASURER | 5 | — |
| BETTINNA MOOS | SECRETARY | 5 | — |
| PATRICIA MACCAGNO | ASSIST. SECRETARY | 2 | — |
| PATRICIA SHACKLETTE | ADVISORY COMMITTEE | 2 | — |
| CAROL MENGES | ADVISORY COMMITTEE | 2 | — |
| PATRICIA ENGLAND | ADVISORY COMMITTEE | 2 | — |
| PAULA GRANT | ASSIST. TO THE PRESIDENT | 0.5 | — |
| MARILYN SPANGLER | ADVISORY COMMITTEE | 2 | — |
| BECKY ALLGYRE | ADVISORY COMMITTEE | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Auxiliary of Utu Scholarship Fund?
Auxiliary of Utu Scholarship Fund is a private foundation focused on Education, based in ASHLAND, MT. It holds $921K in total assets as of 2024.
How large is Auxiliary of Utu Scholarship Fund?
As of 2024, Auxiliary of Utu Scholarship Fund holds $921K in total assets with $72K in annual revenue. It awarded 45 grants totaling $45K in 2024.
Where does Auxiliary of Utu Scholarship Fund operate?
Auxiliary of Utu Scholarship Fund has awarded grants in Alabama, California, Colorado, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Missouri, Montana, North Carolina, North Dakota, Nevada, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Wisconsin.
What size grants does Auxiliary of Utu Scholarship Fund award?
In 2024, Auxiliary of Utu Scholarship Fund awarded 45 grants totaling $45K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Auxiliary of Utu Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Auxiliary of Utu Scholarship Fund reported a distributable amount of $75K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Auxiliary of Utu Scholarship Fund'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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