Down Home Legacy Foundation

Private foundation · Grantmaker Great Falls, MT EIN: 87-3827107

Down Home Legacy Foundation is a private foundation, 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.

Key facts about Down Home Legacy Foundation

In short: Down Home Legacy Foundation gave $2K across 2 grants in 2024 (avg $824.5), mostly in Colorado. Source: 2024 IRS Form 990-PF.

EIN
87-3827107
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,649
Grants made (2024)
2
Average grant
$825
Median grant
$825
Total assets
$531,027
Primary geography
Colorado (55% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

How Down Home Legacy Foundation gives

  • In 2024 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 2 itemized 2024 grant dollars.

Cities

Great FallsWindsorHungry Horse

Giving Over Time

Total grant dollars and number of grants per year

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

From 2023 to 2024, annual grant giving ranged from $2K (2024) to $3K (2023). In 2024 it made 2 grants totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Dreammakers: $899Dreammakers$899Echoz: $750Echoz$750

The largest 2024 recipient was Dreammakers ($899). Together the top 2 received $2K.

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Dreammakers Windsor, COTo Support Charitable Purposes$899
Echoz Great Falls, MTTo Support Charitable Purposes$750

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K202220232024
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—

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2022–2024

Leadership & Key People

Officers and directors from IRS filings

Down Home Legacy Foundation is led by Kevin Stoltzfus, Trustee on every filing since 2022 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Kevin Stoltzfus

    Trustee

    On filings since 2022

    10 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2022–2024. "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 Down Home Legacy Foundation

How much does Down Home Legacy Foundation give each year?

Down Home Legacy Foundation gave $2K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3K across 3 grants.

How large is Down Home Legacy Foundation?

Down Home Legacy Foundation reported $531K in total assets on its 2024 IRS Form 990-PF. It paid out $13K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).

Where does Down Home Legacy Foundation operate?

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

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.

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

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