Hagerty Brothers Company Foundation
Hagerty Brothers Company Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $57K in total assets. In 2024, it awarded 3 grants totaling $26K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$57K
-32.0% YoY
Annual Giving
$26K
+301.4% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$9K
+435.2% YoY
Under IRS private-foundation payout rules, Hagerty Brothers Company Foundation reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.
About Hagerty Brothers Company Foundation
Based on IRS filings
Hagerty Brothers Company Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $57K in total assets. In 2024, it awarded 3 grants totaling $26K.
Focus Areas
Ready to take the next step with Hagerty Brothers Company Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $56,935 | $83,755 | $94,406 |
| Revenue | $1,342 | $29 | $-13 |
| Expenses | $28,162 | $10,680 | $11,511 |
| Qualifying Distributions | $26,404 | $8,060 | $8,817 |
| Net Investment Income | — | — | — |
| Distributable Amount | $3,441 | $4,015 | $4,506 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Illinois Foundation ($25,009), Emerson Center for the Arts and Culture ($500), John King Memorial Fund ($250).
| Recipient | Purpose | Amount |
|---|---|---|
| EMERSON CENTER FOR THE ARTS AND CULTURE BOZEMAN, MT | TO FURTHER THEIR CHARITABLE PURPOSE | $500 |
| UNIVERSITY OF ILLINOIS FOUNDATION URBANA, IL | TO FURTHER THE UNIVERSITIES MISSION | $25,009 |
| JOHN KING MEMORIAL FUND CHICAGO, IL | TO FURTHER THEIR CHARITABLE PURPOSE | $250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RANDALL FELLERHOFF | FOUNDATION MANAGER | 1 | — |
| SUSAN FELLERHOFF | FOUNDATION MANAGER | 1 | — |
| WHITNEY VINCENT | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Hagerty Brothers Company Foundation?
Hagerty Brothers Company Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. It holds $57K in total assets as of 2024.
How large is Hagerty Brothers Company Foundation?
As of 2024, Hagerty Brothers Company Foundation holds $57K in total assets with $1K in annual revenue. It awarded 3 grants totaling $26K in 2024.
Where does Hagerty Brothers Company Foundation operate?
Hagerty Brothers Company Foundation has awarded grants in Illinois, Montana, Tennessee.
What size grants does Hagerty Brothers Company Foundation award?
In 2024, Hagerty Brothers Company Foundation awarded 3 grants totaling $26K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Hagerty Brothers Company Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Hagerty Brothers Company Foundation reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Hagerty Brothers Company Foundation's EIN?
Hagerty Brothers Company Foundation's EIN (Employer Identification Number) is 20-5838347. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Hagerty Brothers Company Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Alta Sanders Irrev Trust Dtd 1809
BILLINGS, MT
Assets
$595K
Grants
2
Total Given
$27K
Headwaters Health Foundation
MISSOULA, MT
Assets
$127.5M
Grants
131
Total Given
$6.3M
Elizabeth a Lynn Foundation
LAKESIDE, MT
Assets
$5.1M
Grants
18
Total Given
$385K
Fred L Hartley Family Foundation
BIGFORK, MT
Assets
$7.1M
Grants
20
Total Given
$393K
Redemption Farm Rescue
VICTOR, MT
Assets
—
Grants
0
Total Given
—
Humanities Montana
MISSOULA, MT
Assets
$425K
Grants
8
Total Given
$79K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Hagerty Brothers Company Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Hagerty Brothers Company Foundation to a real strategy.