Heart of the Rockies Foundation

MISSOULA, MT EIN: 86-3893685 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$927K$2M$3M$4M2021202220232024
Metric202420232022
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
Qualifying Distributions
Net Investment Income$62,025$36,527
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$787K$2M$2M$3M11 grants202112 grants202215 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

THE VITAL GROUND FOUNDAT…$162KTHE CONSERVATION FUND$75KNATURE CONSERVANCY$70KHEART OF THE ROCKIES INI…$63KMONTANA LAND RELIANCE$50KSAGEBRUSH STEPPE LAND TR…$45KWOOD RIVER LAND TRUST$30KFLATHEAD LAND TRUST$10K

Grant Size Distribution

46 grants across all recorded years

11<$50K15$50–100K11$100–250K8$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Heart of the Rockies Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOANN GRANTMANAGING DIR
KALI HANNONMANAGING DIR.
GAVIN RICKLEFSMANAGING DIR.
JIM OWENSPresident2
ELIZABETH BELLDirector2
BRIAN BEANSecretary2
KRISTIN TROYTreasurer2
GARY WOLFEDirector2

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

6states

Cities

ArlingtonBoiseBozemanCheyenneHaileyHamiltonHelenaJacksonKalispellLoganMissoulaMoscowPocatelloSalmonSandpointSpokane

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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