Boe Brothers Foundation
The Boe Brothers Foundation is a private foundation based in Great Falls, Montana. Established in 1994, it operates as an independent foundation with a focus on supporting educational, philanthropic, and human services initiatives.
Key facts about Boe Brothers Foundation
- EIN
- 84-1378691
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $271,889
- Grants made (2024)
- 26
- Average grant
- $10,457
- Median grant
- $3,000
- New grantees (estimate)
- 23% first-time grantees (6 of 26, 2024)
- Total assets
- $4,978,112
- Primary geography
- Montana (80% of itemized 2024 grant dollars)
- How to apply
- The foundation accepts applications and is open to grant proposals. Full details ↓
Data from IRS Form 990-PF, 2024; updated June 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Boe Brothers Foundation funds
By grant dollars, the top recipient states for Boe Brothers Foundation's 26 itemized 2024 grants were Montana (80%) and Minnesota (20%). The most frequent recipient cities were Choteau, MT (12 grants), Fairfield, MT (4 grants), Great Falls, MT (3 grants) and Power, MT (2 grants). None of its 26 grants with a stated purpose were described as general or operating support. Recurring purposes include "Programs" (18 grants) and "Scholarships" (7 grants).
Is Boe Brothers Foundation open to new grantees?
23%
first-time grantees, 2024
In 2024, 6 of 26 grantees (23%) were first-time recipients. First grants averaged $2K; repeat grants $13K. How we count
Medians: $2K first-time, $3K repeat.
- 65% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+1%). Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Boe Brothers Foundation
- How to evaluate Boe Brothers Foundation as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.0M
-1.3% YoY
Annual Giving
$272K
-3.4% YoY
Grant Count
26
+4.0% YoY
Avg Grant Size
$10K
-7.2% YoY
Under IRS private-foundation payout rules, Boe Brothers Foundation reported a distributable amount of $263K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds programs, scholarships, and FCCLA (Family, Career and Community Leaders of America) programs. Its core funding interests include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
Grant Range
$1,000–$54,378
Average Grant
amount: $789–$70,392
How to Apply
**
Ready to take the next step with Boe Brothers Foundation?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Montana and Minnesota, with a stated in-state preference for Montana.
Grant Distribution by State
Share of all 26 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $4,978,112
- Total revenues: $290,184
- Total expenses: $353,875
- Giving rate: 2.3% of assets
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,978,112 | $5,041,751 | $4,315,472 |
| Revenue | $290,184 | $1,073,652 | $156,230 |
| Expenses | $353,875 | $347,373 | $368,606 |
| Qualifying Distributions | $293,798 | $302,513 | $312,500 |
| Net Investment Income | $266,697 | $1,051,651 | $133,369 |
| Distributable Amount | $263,452 | $235,546 | $258,382 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
137 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Fairfield High School ($67,972), Concordia College ($54,378), St Paul Lutheran Church ($54,378).
| Recipient | Purpose | Amount |
|---|---|---|
| FAIRFIELD HIGH SCHOOL Fairfield, MT | SCHOLARSHIPS | $67,972 |
| CONCORDIA COLLEGE Moorhead, MN | SCHOLARSHIPS | $54,378 |
| ST PAUL LUTHERAN CHURCH Fairfield, MT | PROGRAMS | $54,378 |
| TETON COUNTY 4H-FFA AG Choteau, MT | PROGRAMS | $25,783 |
| MSU FOUNDATION Bozeman, MT | SCHOLARSHIPS | $15,000 |
| POWER HIGH SCHOOL Power, MT | SCHOLARSHIPS | $4,800 |
| GREENFIELD SCHOOL DISTRICT 75 Fairfield, MT | SCHOLARSHIPS | $4,000 |
| BENEFIS TETON MEDICAL CENTER FOUNDATION Choteau, MT | PROGRAMS | $3,000 |
| BIG SANDY CULTURAL FUND Big Sandy, MT | PROGRAMS | $3,000 |
| CHOTEAU HIGH SCHOOL Choteau, MT | FCCLA PROGRAM AND SCHOLARSHIPS | $3,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Terri Bowers – Trustee
The foundation operates with one employee and is administered through D A Davidson Trust Co.
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| D a Davidson Trust CO | Trustee | 20 | $64,335 |
Contact Information
Mailing Address: PO Box 2309 Great Falls, MT 59403-2309
Telephone: 406-791-7324
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Boe Brothers Foundation fund?
The foundation primarily funds programs, scholarships, and FCCLA (Family, Career and Community Leaders of America) programs. Its core funding interests include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Boe Brothers Foundation?
The foundation accepts applications and is open to grant proposals. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does Boe Brothers Foundation make grants?
The foundation primarily funds organizations in Montana and Minnesota, with a stated in-state preference for Montana.
What size grants does Boe Brothers Foundation award?
In 2024, Boe Brothers Foundation awarded 26 grants totaling $272K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Boe Brothers Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Boe Brothers Foundation reported a distributable amount of $263K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Boe Brothers Foundation's EIN?
Boe Brothers Foundation's EIN (Employer Identification Number) is 84-1378691. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.