Down Home Legacy Foundation

GREAT FALLS, MT EIN: 87-3827107

Down Home Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $531K in total assets. In 2024, it awarded 2 grants totaling $2K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$531K

+62.3% YoY

Annual Giving

$2K

-36.6% YoY

Grant Count

2

-33.3% YoY

Avg Grant Size

$824.5

-4.9% YoY

Under IRS private-foundation payout rules, Down Home Legacy Foundation reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

About Down Home Legacy Foundation

Based on IRS filings

Down Home Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $531K in total assets. In 2024, it awarded 2 grants totaling $2K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Great FallsHungry HorseWindsor

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$60K$119K$179K$238K202220232024
Metric202420232022
Total Assets$531,027$327,247$130,535
Revenue$216,614$207,283$130,535
Expenses$12,834$10,751
Qualifying Distributions$12,747$6,071
Net Investment Income$16,527$6,283
Distributable Amount$15,706$6,716

Giving Over Time

Total grant dollars and number of grants per year

$0$650$1K$2K$3K0 grants20223 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

DREAMMAKERS$899ECHOZ$750

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Dreammakers ($899), Echoz ($750).

RecipientPurposeAmount
ECHOZ GREAT FALLS, MTTO SUPPORT CHARITABLE PURPOSES$750
DREAMMAKERS WINDSOR, COTO SUPPORT CHARITABLE PURPOSES$899

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KEVIN STOLTZFUSTrustee10

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Down Home Legacy Foundation?

Down Home Legacy Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. It holds $531K in total assets as of 2024.

How large is Down Home Legacy Foundation?

As of 2024, Down Home Legacy Foundation holds $531K in total assets with $217K in annual revenue. It awarded 2 grants totaling $2K in 2024.

Where does Down Home Legacy Foundation operate?

Down Home Legacy Foundation has awarded grants in Colorado, Montana.

What size grants does Down Home Legacy Foundation award?

In 2024, Down Home Legacy Foundation awarded 2 grants totaling $2K — an average of about $824.5 per grant, based on its IRS Form 990 filings.

How much is Down Home Legacy Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Down Home Legacy Foundation reported a distributable amount of $16K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Down Home Legacy Foundation's EIN?

Down Home Legacy Foundation's EIN (Employer Identification Number) is 87-3827107. IRS Form 990 filing data is available on this page for 2022–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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