Flathead Educational Foundation

KALISPELL, MT EIN: 81-6013249

Flathead Educational Foundation is a private foundation focused on Education, based in KALISPELL, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 51 grants totaling $126K. Net investment income was $155K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

+1.2% YoY

Annual Giving

$126K

+6.5% YoY

Grant Count

+37.8% YoY

Avg Grant Size

$2K

-22.7% YoY

Under IRS private-foundation payout rules, Flathead Educational Foundation reported a distributable amount of $123K for 2024 — the minimum it must pay out in qualifying distributions.

About Flathead Educational Foundation

Based on IRS filings

Focus Areas

Education

Ready to take the next step with Flathead Educational Foundation?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $626K (100%)

States

Montana

Cities

Kalispell

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,260,585	$2,234,511	$2,249,376
Revenue	$175,953	$125,846	$-11,749
Expenses	$153,879	$144,211	$168,756
Qualifying Distributions	$137,454	$129,099	$146,820
Net Investment Income	$154,750	$107,734	$57,159
Distributable Amount	$122,503	$115,427	$122,013

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

205 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Kayla Allen ($3,300), Kate Bitney ($3,300), Carter Bullins ($3,300).

Recipient	Purpose	Amount
GARRET ADORETTI KALISPELL, MT	SCHOLARSHIP	$1,200
KAYLA ALLEN KALISPELL, MT	SCHOLARSHIP	$3,300
KAELIN BIRKS KALISPELL, MT	SCHOLARSHIP	$1,200
KATE BITNEY KALISPELL, MT	SCHOLARSHIP	$3,300
LEWI BJORK KALISPELL, MT	SCHOLARSHIP	$1,000
SOPHIA BOURRIAGUE KALISPELL, MT	SCHOLARSHIP	$2,000
CARTER BULLINS KALISPELL, MT	SCHOLARSHIP	$3,300
KYLAR CHRISTY KALISPELL, MT	SCHOLARSHIP	$3,300
MADELINE DAVIS KALISPELL, MT	SCHOLARSHIP	$3,300
EMMA DELONG KALISPELL, MT	SCHOLARSHIP	$3,300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
KIMBERLY MORE	PRESIDENT	0.3	—
MATTHEW JENSEN	VICE PRESIDENT	0.3	—
BRENDAN CRAIG	SECRETARY-TREASURER	0.3	—
FIRST INTERSTATE BANK TRUST DEPT	TRUSTEE	2	$23,307

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Flathead Educational Foundation?

Flathead Educational Foundation is a private foundation focused on Education, based in KALISPELL, MT. It holds $2.3M in total assets as of 2024.

How large is Flathead Educational Foundation?

As of 2024, Flathead Educational Foundation holds $2.3M in total assets with $176K in annual revenue. It awarded 51 grants totaling $126K in 2024.

Where does Flathead Educational Foundation operate?

Flathead Educational Foundation has awarded grants in Montana.

What size grants does Flathead Educational Foundation award?

In 2024, Flathead Educational Foundation awarded 51 grants totaling $126K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Flathead Educational Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Flathead Educational Foundation reported a distributable amount of $123K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Flathead Educational Foundation's EIN?

Flathead Educational Foundation's EIN (Employer Identification Number) is 81-6013249. IRS Form 990 filing data is available on this page for 2020–2024.