Charles M Bair Family Trust
The Charles M Bair Family Trust is a private foundation based in Billings, Montana. It awards grants to nonprofit organizations and governmental entities operating in Montana, with Meagher, Wheatland, and Yellowstone counties identified as counties of preference.
Key facts about Charles M Bair Family Trust
In short: Charles M Bair Family Trust gave $1.0M across 49 grants in 2025 (avg $21K), mostly in Montana. 16% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 81-6075761
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,029,721
- Grants made (2025)
- 49
- Average grant
- $21,015
- Median grant
- $15,000
- New grantees (estimate)
- 16% first-time grantees (8 of 49, 2025)
- Total assets
- $33,932,902
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Deadline
- March 1 each year.
Data from IRS Form 990-PF, 2025; updated September 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.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$33.9M
+1.9% YoY
Annual Giving
$1.0M
+2.0% YoY
Grant Count
49
+6.5% YoY
Avg Grant Size
$21K
-4.2% YoY
Under IRS private-foundation payout rules, Charles M Bair Family Trust reported a distributable amount of $802K for 2025 — the minimum it must pay out in qualifying distributions.
Is Charles M Bair Family Trust open to new grantees?
16%
first-time grantees, 2025
In 2025, 8 of 49 grantees (16%) were first-time recipients. First grants averaged $18K; repeat grants $22K. How we count
Medians: $15K first-time, $18K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 231% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Trust says it strives to continue the initiatives maintained by Alberta M. Bair and Marguerite through financial contributions to qualifying organizations. Its grants go to Montana nonprofits and governmental entities.
Recent grantees illustrate the range of organizations supported. Rocky Mountain College describes its mission as educating future leaders through liberal arts and professional programs. Billings Clinic Foundation says it advances healthcare, education, and research at Billings Clinic, while Wheatland Memorial Healthcare describes its work as meeting community healthcare needs. The Upper Musselshell Historic Society says it gathers, preserves, and displays local history; Alberta Bair Theater says it brings performing arts to the region; and Billings Family YMCA says it uses programs to build healthy spirit, mind, and body.
Grantmaking
In 2025, the Trust awarded 49 grants totaling $1,029,721. Awards ranged from $2,000 to $75,000, with a median of $15,000. The largest grants included $75,000 each to Billings Clinic Foundation for a seclusion room and psychiatric centre and Rocky Mountain College for Bair Hall improvements; $50,000 to Wheatland Memorial Healthcare for a capital replacement facility; and $44,178 to Upper Musselshell Historic Society for building renovations. Other grants included $40,000 to Billings Family YMCA for childcare sensory upgrades and $40,000 to YWCA of Billings for victims-of-violence case management.
Review Cycle
March 1 each year.
Open Grants
1 open opportunity from Charles M Bair Family Trust
Ready to take the next step with Charles M Bair Family Trust?
Geographic Focus
Where this funder awards grants
The Trust funds organizations operating in Montana and identifies Meagher, Wheatland, and Yellowstone counties as counties of preference. All itemized 2025 grant dollars went to recipients in Montana.
Grant Distribution by State
Share of 2025 grant dollars across all 49 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $924K (2021) to $1.1M (2023). In 2025 it made 49 grants totaling $1.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Billings Clinic Foundation ($75K). Together the top 10 received $467K.
Grant Size Distribution
214 grants across all recorded years
The most common grant size was under $50K: 203 grants of 214 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Billings Clinic Foundation Billings, MT | Grant for seclusion room and psychiatric centre. | $75,000 |
| Rocky Mountain College Billings, MT | Grant for bair hall improvements. | $75,000 |
| Wheatland Memorial Healthcare Harlowton, MT | Grant for capital replacement facility. | $50,000 |
| Upper Musselshell Historic Society Harlowton, MT | Grant for building renovations. | $44,178 |
| Billings Family YMCA Billings, MT | Grant for childcare sensory upgrades. | $40,000 |
| YWCA of Billings Billings, MT | Grant for victims of violence case management. | $40,000 |
| Wheatland County Senior Citizens Center Harlowton, MT | Grant for exterior senior center upgrades. | $37,700 |
| City County Preservation Committee Harlowton, MT | Grant for enhancing community space. | $35,000 |
| City of Harlowton Harlowton, MT | Grant for city pool revitalization. | $35,000 |
| Meagher County Ambulance Service White Sulphur Springs, MT | Grant for ambulance patient monitors. | $35,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $33,932,902 | $2,204,697 | $1,934,909 | $1,029,721 |
| 2024 | $33,313,114 | $2,069,272 | $1,786,774 | $1,009,301 |
| 2023 | $33,030,616 | $1,602,644 | $2,067,593 | $1,072,546 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $33,932,902 | $33,313,114 | $33,030,616 |
| Revenue | $2,204,697 | $2,069,272 | $1,602,644 |
| Expenses | $1,934,909 | $1,786,774 | $2,067,593 |
| Qualifying Distributions | $1,851,765 | $2,101,295 | $2,013,882 |
| Net Investment Income | $1,079,539 | $935,387 | $521,103 |
| Distributable Amount | $801,522 | $731,274 | $723,463 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gerry Fagan Moulton Bellingham as chairman; Bill Davies of US Bank as vice chairman; James Day of US Bank as secretary; Kelly Coleman as at-large member for Yellowstone County; and Burt Hurwitz as at-large member for Meagher County.
Charles M Bair Family Trust is led by Gerry Fagan Moulton Bellingham, Chairman on every filing since 2021; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gerry Fagan Moulton Bellingham
Chairman
On filings since 2021
15 hrs/week
No compensation reported
Bill Davies US Bank
Vice Chairman
On filings since 2021
15 hrs/week
No compensation reported
Burt Hurwitz
At Large Member - Meagher County
On filings since 2021
15 hrs/week
No compensation reported
James Day US Bank
Secretary
On filings since 2021
15 hrs/week
No compensation reported
Kelly Coleman
At Large Member - Yellowstone County
On filings since 2021
15 hrs/week
No compensation reported
Former officers (2)
- Former: Dave Voldseth (2021) — At Large Member - Meagher County · Filing note: Thru feb 2021
- Former: Valeria Jeffries (2021) — At Large Member - Yellowstone County · Filing note: Thru feb 2021
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Jason Jewett
Mailing address: 302 N Last Chance Gulch, Helena, MT 59601
Phone: (406) 447-5253
Email: jason.jewett@usbank.com
Website: https://charlesmbairtrusts.org
Frequently asked questions about Charles M Bair Family Trust
How much does Charles M Bair Family Trust give each year?
Charles M Bair Family Trust gave $1.0M across 49 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.0M across 46 grants.
What is Charles M Bair Family Trust's typical grant size?
Charles M Bair Family Trust's median grant in 2025 was $15,000, and its average grant was $21,015, across 49 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Charles M Bair Family Trust that year got $18K on average.
Where does Charles M Bair Family Trust give grants?
Charles M Bair Family Trust gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Billings, MT (31 grants) and Harlowton, MT (9 grants).
Does Charles M Bair Family Trust give general operating support?
Not in 2025: none of the 49 grants with a stated purpose on Charles M Bair Family Trust's 2025 IRS Form 990-PF were described as general or operating support.
Who are Charles M Bair Family Trust's largest grantees?
Charles M Bair Family Trust's largest 2025 grantees include Billings Clinic Foundation ($75,000), Rocky Mountain College ($75,000) and Wheatland Memorial Healthcare ($50,000), according to its 2025 IRS Form 990-PF. Together they received 19% of its itemized 2025 grant dollars.
How large is Charles M Bair Family Trust?
Charles M Bair Family Trust reported $33.9M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $802K (roughly 5% of its investment assets).
What does Charles M Bair Family Trust fund?
The Trust says it strives to continue the initiatives maintained by Alberta M. Bair and Marguerite through financial contributions to qualifying organizations. Its grants go to Montana nonprofits and governmental entities. See mission & focus areas ↑
How do I apply for a grant from Charles M Bair Family Trust?
Charles M Bair Family Trust has no public application process in the sources Grantable reviewed. Check charlesmbairtrusts.org for current guidelines, or contact the foundation directly before submitting a request.
What is Charles M Bair Family Trust's EIN?
Charles M Bair Family Trust's EIN (Employer Identification Number) is 81-6075761. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Charles M Bair Family Trust by hand.
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