Charles M Bair Family Trust
The Charles M Bair Family Trust is a private foundation located in Billings, Montana. It provides grants to qualifying nonprofit organizations and governmental entities operating in Montana, with Meagher, Wheatland, and Yellowstone counties identified as counties of preference.
Charles M Bair Family Trust at a glance
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.
- Annual giving (2025)
- $1,029,721
- +2.0% vs 2024
- Grants made (2025)
- 49
- +6.5% vs 2024
- Average grant
- $21,015
- -4.2% vs 2024
- Median grant
- $15,000
- Total assets
- $33,932,902
- +1.9% vs 2024
- New grantees (estimate)
- 16% first-time grantees (8 of 49, 2025)
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Charles M Bair Family Trust
- How to Apply
-
The Trust’s 2024 filing instructs applicants to use the application on the Trust’s grants page and note any new provisions for the year. Required materials include an IRS determination letter, Form 990 or 990-EZ, a current operating budget and balance sheet, the county of service, a separate thorough project explanation, and certification of public charity status. The filing directs applicants to the application for restrictions and limitations on awards.
- Review Cycle
- March 1 each year. The March 1, 2026 deadline has passed; the next annual deadline is not specified in the available information.
- Deadline
- March 1 each year.
- 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
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from Charles M Bair Family Trust
Who Charles M Bair Family Trust funds
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%).
Geographic Focus
Where this funder awards grants
The Trust’s website says its grants support qualifying nonprofit organizations and governmental entities operating in Montana. It identifies Meagher, Wheatland, and Yellowstone counties as counties of preference. In 2025, all reported grant dollars went to recipients in Montana.
Grant Distribution by State
Share of 2025 grant dollars across all 49 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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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 | $33,932,902 | $2,204,697 | $1,934,909 | $1,029,721 | 49 | $1,851,765 | $1,079,539 | $801,522 |
| 2024 | $33,313,114 | $2,069,272 | $1,786,774 | $1,009,301 | 46 | $2,101,295 | $935,387 | $731,274 |
| 2023 | $33,030,616 | $1,602,644 | $2,067,593 | $1,072,546 | 48 | $2,013,882 | $521,103 | $723,463 |
| 2022 | $33,495,565 | $1,824,707 | $2,227,662 | $998,673 | 36 | $2,100,636 | $658,023 | $897,630 |
| 2021 | $33,866,020 | $2,985,325 | $1,965,035 | $924,290 | 35 | — | $2,021,501 | $744,784 |
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.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The Trust’s website describes its purpose as continuing Alberta M. Bair and Marguerite’s grantmaking initiatives. Its grant program is for qualifying nonprofit organizations and governmental entities operating in Montana.
Examples of grantees’ own stated missions illustrate the range of organizations supported. Billings Clinic Foundation says it advances healthcare, education, and research at Billings Clinic through philanthropy; Rocky Mountain College says it educates future leaders through liberal arts and professional programs; and Upper Musselshell Historic Society says it gathers, preserves, and displays local artifacts and history. These are the grantees’ descriptions, not stated focus areas of the Trust.
The website also describes the separate Charles M. Bair Memorial Trust Scholarship, which funds eight scholarships each year for eligible students with ties to Meagher or Wheatland County. Its stated application deadline is March 15 each year; the 2026 deadline has passed.
Grantmaking
In filing year 2025, the Trust reported 49 grants totaling $1,029,721. The grants ranged from $2,000 to $75,000, with a median of $15,000.
Among the largest 2025 grants were $75,000 to Billings Clinic Foundation for a seclusion room and psychiatric centre, and $75,000 to Rocky Mountain College for Bair Hall improvements. Other grants included $50,000 to Wheatland Memorial Healthcare for a capital replacement facility; $44,178 to Upper Musselshell Historic Society for building renovations; and $40,000 each to Billings Family YMCA for childcare sensory upgrades and YWCA of Billings for victims of violence case management.
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; and Kelly Coleman and Burt Hurwitz as At Large Members for Yellowstone County and Meagher County, respectively.
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.
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’s website describes its purpose as continuing Alberta M. Bair and Marguerite’s grantmaking initiatives. Its grant program is for qualifying nonprofit organizations and governmental entities operating in Montana. See mission & focus areas ↑
How do I apply for a grant from Charles M Bair Family Trust?
The Trust’s 2024 filing instructs applicants to use the application on the Trust’s grants page and note any new provisions for the year. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Charles M Bair Family Trust funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/charles-m-bair-family-trust-morg_a645b06132b84a55a3e81f736c0bae05
BibTeX
@misc{grantable_816075761_2026,
author = {{Grantable}},
title = {{Charles M Bair Family Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/charles-m-bair-family-trust-morg_a645b06132b84a55a3e81f736c0bae05},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Charles M Bair Family Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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