Down Home Legacy Foundation
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
Share of all 2 itemized 2024 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
The largest 2024 recipient was Dreammakers ($899). Together the top 2 received $2K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dreammakers Windsor, CO | To Support Charitable Purposes | $899 |
| Echoz Great Falls, MT | To Support Charitable Purposes | $750 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
- 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.
Here's the math on researching Down Home Legacy Foundation by hand.
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