Charles M Bair Memorial Trust
The Charles M Bair Memorial Trust is a private foundation based in Billings, Montana. Its 2025 filing reports grants for regional healthcare, school scholarships, and general expenses or capital expenditures.
Key facts about Charles M Bair Memorial Trust
In short: Charles M Bair Memorial Trust gave $1.8M across 40 grants in 2025 (avg $44K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- EIN
- 81-0370774
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,769,525
- Grants made (2025)
- 40
- Average grant
- $44,238
- Median grant
- $22,248
- Total assets
- $10,092,243
- Primary geography
- Montana (96% of itemized 2025 grant dollars)
- How to apply
- The 2024 filing says to see Statement 13 for application materials and restrictions. Full details ↓
- Deadline
- The 2024 filing states that scholarship applications received before April 15 are processed by the trustees; this is a…
Data from IRS Form 990-PF, 2025; updated October 2026. 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
$10.1M
-3.2% YoY
Annual Giving
$1.8M
+15.7% YoY
Grant Count
40
+5.3% YoY
Avg Grant Size
$44K
+9.9% YoY
Under IRS private-foundation payout rules, Charles M Bair Memorial Trust reported a distributable amount of $372K for 2025 — the minimum it must pay out in qualifying distributions.
How Charles M Bair Memorial Trust gives
- Giving grew 54% from 2022 to 2025. Method
- In 2025 it paid out 488% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The available statements do not specify the trust’s own mission. Its 2025 grants show support for healthcare providers, school scholarships, and general expenses or capital expenditures.
Among the healthcare grantees, Billings Clinic Foundation describes its mission as advancing excellence in healthcare, education, and research at Billings Clinic through philanthropy. Wheatland Memorial Healthcare says it is dedicated to sustainable quality care for the communities it serves. Mountainview Medical Center describes itself as a community-supported nonprofit that provides holistic healthcare and facilitates access to services when it cannot meet a patient’s needs.
Grantmaking
In 2025, the trust reported 40 grants totaling $1,769,525. Grant amounts ranged from $1,224 to $575,000, with a median of $22,248. The largest grants included $575,000 to Billings Clinic Foundation for a pass-through to a healthcare facility, $230,000 to Wheatland Memorial Healthcare to sustain regional healthcare, and $115,000 to Mountainview Medical Center to sustain regional healthcare. Other notable grants were $64,500 to First Church of Christ Scientist Mother Church for general expenses or capital expenditures and $50,000 to First Church of Christ Scientist in Billings for the same purpose. The filing also lists grants to individual recipients for school scholarships.
Review Cycle
The 2024 filing states that scholarship applications received before April 15 are processed by the trustees; this is a past cycle.
How to Apply
The 2024 filing says to see Statement 13 for application materials and restrictions. It states that trustees process scholarship applications received at any time prior to April 15. That filing’s application information describes a past cycle and should not be treated as a current deadline.
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Geographic Focus
Where this funder awards grants
In 2025, 96% of grant dollars went to recipients in Montana and 4% to recipients in Massachusetts. The listed grants include support for healthcare providers in Billings, Harlowton, and White Sulphur Springs, Montana.
Grant Distribution by State
Share of 2025 grant dollars across all 40 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.1M (2021) to $1.8M (2025). In 2025 it made 40 grants totaling $1.8M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Billings Clinic Foundation ($575K). Together the top 5 received $1.0M.
Organizations only. It also paid 35 individual scholarships ($735,025), which are not listed by name.
Grant Size Distribution
189 grants across all recorded years
The most common grant size was under $50K: 160 grants of 189 (85%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Billings Clinic Foundation Billings, MT | Pass Through to Healthcare Facility | $575,000 |
| Wheatland Memorial Healthcare Harlowton, MT | Sustain Regional Healthcare | $230,000 |
| Mountainview Medical Center Inc White Sulphur Springs, MT | Sustain Regional Healthcare | $115,000 |
| First Church of Christ Scientist Mother Church Boston, MA | General Expense or Capital Expenditures | $64,500 |
| 35 individual scholarships Recipients not named | — | $735,025 |
| First Church of Christ Scientist Billings, MT | General Expense or Capital Expenditures | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant sum | Grant count |
|---|---|---|---|---|---|
| 2025 | $10,092,243 | $1,530,904 | $1,863,107 | $1,769,525 | 40 |
| 2024 | $10,423,101 | $1,400,252 | $1,620,104 | $1,529,832 | 38 |
| 2023 | $10,642,953 | $1,486,479 | $1,452,393 | $1,368,610 | 38 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,092,243 | $10,423,101 | $10,642,953 |
| Revenue | $1,530,904 | $1,400,252 | $1,486,479 |
| Expenses | $1,863,107 | $1,620,104 | $1,452,393 |
| Qualifying Distributions | $1,813,280 | $1,569,314 | $1,407,337 |
| Net Investment Income | $437,148 | $310,774 | $447,702 |
| Distributable Amount | $371,625 | $356,768 | $363,913 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists officers and directors as “NA — N/A.”
Contact
Application contact: Us Bank Trust National Association
Mailing address: 303 N Broadway 2Nd Floor, Billings, MT 59101
Phone: (406) 657-8139
Frequently asked questions about Charles M Bair Memorial Trust
How much does Charles M Bair Memorial Trust give each year?
Charles M Bair Memorial Trust gave $1.8M across 40 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.5M across 38 grants.
What is Charles M Bair Memorial Trust's typical grant size?
Charles M Bair Memorial Trust's median grant in 2025 was $22,248, and its average grant was $44,238, across 40 grants on its 2025 IRS Form 990-PF.
Where does Charles M Bair Memorial Trust give grants?
Charles M Bair Memorial Trust gives mostly in Montana: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Billings, MT (2 grants).
Does Charles M Bair Memorial Trust give general operating support?
Occasionally: 5% of Charles M Bair Memorial Trust's 2025 grants with a stated purpose (2 of 40) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "School Scholarship" (35 grants).
Who are Charles M Bair Memorial Trust's largest grantees?
Charles M Bair Memorial Trust's largest 2025 grantees include Billings Clinic Foundation ($575,000), Wheatland Memorial Healthcare ($230,000) and Mountainview Medical Center Inc ($115,000), according to its 2025 IRS Form 990-PF. It also paid 35 individual scholarships ($735,025), which are not listed by name. Together they received 52% of its itemized 2025 grant dollars.
How large is Charles M Bair Memorial Trust?
Charles M Bair Memorial Trust reported $10.1M in total assets on its 2025 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $372K (roughly 5% of its investment assets).
What does Charles M Bair Memorial Trust fund?
The available statements do not specify the trust’s own mission. Its 2025 grants show support for healthcare providers, school scholarships, and general expenses or capital expenditures. See mission & focus areas ↑
How do I apply for a grant from Charles M Bair Memorial Trust?
The 2024 filing says to see Statement 13 for application materials and restrictions. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Charles M Bair Memorial Trust's EIN?
Charles M Bair Memorial Trust's EIN (Employer Identification Number) is 81-0370774. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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