Hatlen Foundation
Hatlen Foundation is a private foundation, based in Bigfork, MT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $375K in total assets. In 2025, it awarded 5 grants totaling $32K. Net investment income was $19K.
Hatlen Foundation at a glance
In short: Hatlen Foundation gave $32K across 5 grants in 2025 (avg $6K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,800
- -16.3% vs 2024
- Grants made (2025)
- 5
- +25.0% vs 2024
- Average grant
- $6,360
- -33.0% vs 2024
- Median grant
- $1,000
- Total assets
- $374,779
- -3.5% vs 2024
- Primary geography
- Minnesota (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Hatlen Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Minnesota Independence College ($25K). Together the top 5 received $32K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 21 grants of 21 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Hatlen Foundation gives
- Giving fell 52% from 2022 to 2025. Method
- In 2025 it paid out 181% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $15K (2021) to $66K (2022). In 2025 it made 5 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Minnesota Independence College Richfield, MN | Education | $25,000 |
| Whitefish Community Foundation Whitefish, MT | 500 | $5,000 |
| Mayo Clinic Rochester, MN | 100 | $1,000 |
| Flathead Lutheran Bible Camp Kalispell, MT | Lutheran Bible Camp | $500 |
| Bethlehem Lutheran Church Kalispell, MT | 300 | $300 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $374,779 | $16,494 | $31,966 | $31,800 | 5 | $31,966 | $19,373 | $17,626 |
| 2024 | $388,528 | $8,339 | $39,404 | $37,983 | 4 | $39,404 | $8,339 | $16,988 |
| 2023 | $338,966 | $37,287 | $27,391 | $27,000 | 4 | $27,000 | $12,260 | $15,799 |
| 2022 | $320,182 | $437,643 | $66,272 | $66,122 | 5 | $66,272 | $34,145 | $15,447 |
| 2021 | $32,359 | $18,338 | $14,600 | $14,600 | 3 | — | $341 | — |
Under IRS private-foundation payout rules, Hatlen Foundation reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Hatlen Foundation is led by Beverly Hatlen, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Beverly Hatlen
President
On filings since 2021
1 hr/week
No compensation reported
Kari Hatlen
Vice President
Vice Predident → Vice President, 2022
On filings since 2021
1 hr/week
No compensation reported
Roe Hatlen
Treasurer
Secretary Treasurer → Treasurer, 2022
On filings since 2021
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Hatlen Foundation
How much does Hatlen Foundation give each year?
Hatlen Foundation gave $32K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $38K across 4 grants.
What is Hatlen Foundation's typical grant size?
Hatlen Foundation's median grant in 2025 was $1,000, and its average grant was $6,360, across 5 grants on its 2025 IRS Form 990-PF.
Where does Hatlen Foundation give grants?
Hatlen Foundation gives mostly in Minnesota: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Montana (18%). The most frequent recipient cities were Kalispell, MT (2 grants).
Does Hatlen Foundation give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on Hatlen Foundation's 2025 IRS Form 990-PF were described as general or operating support.
Who are Hatlen Foundation's largest grantees?
Hatlen Foundation's largest 2025 grantees include Minnesota Independence College ($25,000), Whitefish Community Foundation ($5,000) and Mayo Clinic ($1,000), according to its 2025 IRS Form 990-PF. Together they received 97% of its itemized 2025 grant dollars.
How large is Hatlen Foundation?
Hatlen Foundation reported $375K in total assets on its 2025 IRS Form 990-PF. It paid out $32K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
What is Hatlen Foundation's EIN?
Hatlen Foundation's EIN (Employer Identification Number) is 41-1659552. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 8, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 14, 2026)
- IRS filings on file for fiscal years 2021–2025
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