Heart of the Rockies Foundation
The Heart of the Rockies Foundation shall provide fundraising services to and hold title to assets that contribute to and support the charitable, public benefit programs of Heart of the Rockies Initiative.
Key facts about Heart of the Rockies Foundation
In short: Heart of the Rockies Foundation gave $505K across 8 grants in 2024 (avg $63K), mostly in Montana. Source: 2024 IRS Form 990.
- EIN
- 86-3893685
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $504,907
- Grants made (2024)
- 8
- Average grant
- $63,113
- Median grant
- $56,349
- Total assets
- $2,293,486
- Primary geography
- Montana (56% of itemized 2024 grant dollars)
- Next open deadline
- October 31, 2027 (Regional Conservation Partnership Program (RCPP))
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
$2.3M
+34.4% YoY
Annual Giving
$505K
-84.0% YoY
Grant Count
8
-46.7% YoY
Avg Grant Size
$63K
-69.9% YoY
How Heart of the Rockies Foundation gives
- Giving fell 38% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
About Heart of the Rockies Foundation
Based on IRS filings
Heart of the Rockies Foundation is a public charity focused on Environment & Animals, based in Missoula, MT. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 8 grants totaling $505K. Net investment income was $62K.
Focus Areas
Open Grants
2 open opportunities from Heart of the Rockies Foundation
National Fish and Wildlife Foundation (NFWF) Grant
Heart of the Rockies Foundation
Amount
Varies
Deadline
Rolling (quarterly review)
Regional Conservation Partnership Program (RCPP)
Heart of the Rockies Foundation
Amount
Varies
Deadline
Expected ~October
Based on past cycles
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $505K (2024) to $3.1M (2023). In 2024 it made 8 grants totaling $505K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was The Vital Ground Foundation ($162K). Together the top 8 received $505K.
Grant Size Distribution
46 grants across all recorded years
The most common grant size was in the $50–100K range: 15 grants of 46 (33%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Vital Ground Foundation Missoula, MT | Protect Lands of High Conserv Value | $162,209 |
| The Conservation Fund Arlington, VA | Protect Lands of High Conserv Value | $75,000 |
| Nature Conservancy Arlington, VA | Protect Lands of High Conserv Value | $70,000 |
| Heart of the Rockies Inititia Missoula, MT | Program Operations | $62,698 |
| Montana Land Reliance Helena, MT | Protect Lands of High Conserv Value | $50,000 |
| Sagebrush Steppe Land Trust Pocatello, ID | Protect Lands of High Conserv Value | $45,000 |
| Wood River Land Trust Hailey, ID | Protect Lands of High Conserv Value | $30,000 |
| Flathead Land Trust Kalispell, MT | Protect Lands of High Conserv Value | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,293,486 | $1,706,368 | $1,632,680 |
| Revenue | $1,362,025 | $3,372,377 | $2,250,000 |
| Expenses | $774,907 | $3,298,649 | $1,306,320 |
| Net Investment Income | $62,025 | $36,527 | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS October 25, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS November 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS November 14, 2025)
- IRS filings on file for fiscal years 2021–2024
Leadership & Key People
Officers and directors from IRS filings
Heart of the Rockies Foundation is led by Jim Owens, President on every filing since 2021; none of the 8 officers listed in 2024 report compensation.
Officers on the 2024 filing
Jim Owens
President
On filings since 2021
2 hrs/week
No compensation reported
Joann Grant
Managing Director
On filings since 2023
No compensation reported
Kali Hannon
Managing Director
On filings since 2023
No compensation reported
Gavin Ricklefs
Managing Director
New on the 2024 filing
No compensation reported
Gary Wolfe
Director
On filings since 2021
2 hrs/week
No compensation reported
Elizabeth Bell
Director
New on the 2024 filing
2 hrs/week
No compensation reported
Brian Bean
Secretary
On filings since 2021
2 hrs/week
No compensation reported
Kristin Troy
Treasurer
On filings since 2021
2 hrs/week
No compensation reported
Former officers (2)
- Former: David Hillary (2021–2023) — Vice President
- Former: Gary Burnett (2023) — Mananging Director
Data from IRS Form 990 filings, 2021–2024. "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 Heart of the Rockies Foundation
How much does Heart of the Rockies Foundation give each year?
Heart of the Rockies Foundation gave $505K across 8 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $3.1M across 15 grants.
What is Heart of the Rockies Foundation's typical grant size?
Heart of the Rockies Foundation's median grant in 2024 was $56,349, and its average grant was $63,113, across 8 grants on its 2024 IRS Form 990.
Where does Heart of the Rockies Foundation give grants?
Heart of the Rockies Foundation gives mostly in Montana: 56% of the grant dollars itemized on its 2024 IRS Form 990 went to recipients there. The next largest states were Virginia (29%) and Idaho (15%). The most frequent recipient cities were Missoula, MT (2 grants) and Arlington, VA (2 grants).
Does Heart of the Rockies Foundation give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Heart of the Rockies Foundation's 2024 IRS Form 990 were described as general or operating support. Recurring purposes include "Protect Lands of High Conserv Value" (7 grants).
Who are Heart of the Rockies Foundation's largest grantees?
Heart of the Rockies Foundation's largest 2024 grantees include The Vital Ground Foundation ($162,209), The Conservation Fund ($75,000) and Nature Conservancy ($70,000), according to its 2024 IRS Form 990. Together they received 61% of its itemized 2024 grant dollars.
How large is Heart of the Rockies Foundation?
Heart of the Rockies Foundation reported $2.3M in total assets on its 2024 IRS Form 990. Its revenue that year was $1.4M.
What is Heart of the Rockies Foundation?
Heart of the Rockies Foundation is a public charity focused on Environment & Animals, based in Missoula, MT. It holds $2.3M in total assets as of 2024.
What is Heart of the Rockies Foundation's EIN?
Heart of the Rockies Foundation's EIN (Employer Identification Number) is 86-3893685. IRS Form 990 filing data is available on this page for 2021–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Heart of the Rockies Foundation by hand.
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