B W Bastian Foundation

OREM, UT EIN: 84-1378232

The B W Bastian Foundation is a private independent foundation established in 1997 and located in Orem, Utah. The foundation was founded by Bruce W Bastian, the late co-founder of WordPerfect Software. It operates as a 501(c)(3) organization with tax-exempt status since March 1999.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.6M

-8.8% YoY

Annual Giving

$966K

+10.5% YoY

Grant Count

116

+16.0% YoY

Avg Grant Size

$8K

-4.8% YoY

Under IRS private-foundation payout rules, B W Bastian Foundation reported a distributable amount of $605K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to "build community and understanding by supporting local and national institutions."

Primary funding areas include:

  • LGBTQ+ Rights and Equality: The foundation's largest giving area, with strong interest in programs and organizations that benefit, encourage, and preserve the rights of individuals, promote equality for the LGBTQ+ community, and support HIV/AIDS programs.
  • Arts and Cultural Institutions: Significant funding for cultural arts and local and national artistic organizations.
  • Higher Education: Support for educational institutions.
  • Community and Social Justice Organizations: Particularly those based in Utah.

Grantmaking

The foundation made approximately $780,860 in annual grants in 2024. Recent grants include:

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Geographic Focus

Where this funder awards grants

The foundation conducts most of its giving in Utah, though it also supports national institutions and organizations.

Grant Distribution by State

21states
+13 more states

Cities

American ForkAtlantaBoiseBountifulBozemanCambridgeCarmelCedar CityCedar ValleyCharlotteCheyenneCoeur D AleneCoeur DaleneCondonDelray BeachDraperEphraimFarmingtonFederal WayFt Lauderdale

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $7,596,973
  • Total Revenues: $624,029
  • Total Expenses: $1,273,670
  • Number of Employees: 0

As of December 2023:

  • Total Assets: $8,330,000
  • Total Revenues: $638,000
  • Total Expenses: $1,150,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$456K$913K$1M$2M20202021202220232024
Metric202420232022
Total Assets$7,596,973$8,333,417$8,728,094
Revenue$624,029$637,931$592,478
Expenses$1,273,670$1,152,508$1,040,290
Qualifying Distributions$1,268,605$1,147,290$1,021,067
Net Investment Income$321,294$364,392$375,387
Distributable Amount$605,137$545,843$600,528

Giving Over Time

Total grant dollars and number of grants per year

$0$241K$483K$724K$966K74 grants202083 grants202185 grants2022100 grants2023116 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Utah Pride Center$75KEncircle$62KEquality Utah Foundation$48KBallet West$35KMedia Matters for America$30KLambda Legal Western Reg…$20KUf of U College of Health$13KEquality Federation$10KPlan B theatre$10KSalt Lake Tribune$10K

Grant Size Distribution

250 grants across all recorded years

241<$50K4$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from B W Bastian Foundation

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Utah Pride Center ($75,120), Encircle ($62,000), Equality Utah Foundation ($48,000).

RecipientPurposeAmount
Ballet West Lehi, UTCharitable$35,000
Best Friends Animal Shelter Kanab, UTCharitable$500
Big Brothers Big Sisters of Utah South Sale Lake, UTCharitable$2,000
Bishop John T Walker School for Boy Washington, DCEducation$5,000
Bridgercare Bozeman, MTCharitable$5,000
Community Nursing Services West Valley City, UTCharitable$5,000
Craft Lake City Salt Lake City, UTCharitable$2,500
Crossroads Urban Center Salt lake City, UTCharitable$3,000
EmpowerMT Missoula, MTCharitable$5,000
Encircle Salt Lake City, UTCharitable$62,000

Leadership & Key People

Leadership team and compensation from IRS filings

Michael S Marriott serves as Trustee, with compensation of $95,096 as of December 31, 2023.

Compensation Overview

From 2024 IRS filing

Michael S MarriottTrustee$84K

From 2024 filing

NameTitleHoursCompensation
Bruce W BastianTrustee1
Michael S MarriottTrustee30$83,544
McKay S MatthewsTrustee1
Clinton FordTrustee1

Recent News & Activity

Recent developments and announcements

2024

Bruce W Bastian, the foundation's founder, passed away in 2024. The impact of his death on the foundation's future work remains unclear. The foundation continues to make grants to LGBTQ+ organizations, arts institutions, and social justice causes in Utah and nationally.

Remembering Bruce Bastian, 1948-2024 - Tanner Humanities Center

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does B W Bastian Foundation fund?

The foundation's mission is to "build community and understanding by supporting local and national institutions." Primary funding areas include: • **LGBTQ+ Rights and Equality**: The foundation's largest giving area, with strong interest in programs and organizations that benefit, encourage, and preserve the rights of individuals, promote equality for the LGBTQ+ community, and support HIV/AIDS programs. • **Arts and Cultural Institutions**: Significant funding for cultural arts and local and na…

How do I apply for a grant from B W Bastian Foundation?

The foundation made approximately $780,860 in annual grants in 2024. Recent grants include: • Utah Pride Center Gay and Lesbian Community Center of Utah: $75,120 (2024) • Encircle Therapy: $62,000 (2024) • Equality Utah Foundation: $48,000 (2024) The foundation previously accepted unsolicited applications for funding but ended this practice around the time of its founder's passing in 2024. Grantseekers are encouraged to reach out directly to the foundation's executive director with inquiries.

Where does B W Bastian Foundation make grants?

The foundation conducts most of its giving in Utah, though it also supports national institutions and organizations.

What size grants does B W Bastian Foundation award?

In 2024, B W Bastian Foundation awarded 116 grants totaling $966K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is B W Bastian Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, B W Bastian Foundation reported a distributable amount of $605K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is B W Bastian Foundation's EIN?

B W Bastian Foundation's EIN (Employer Identification Number) is 84-1378232. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in B W Bastian Foundation's focus areas in our free grants database

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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