Heisey Foundation Co Us Bank
The Heisey Foundation Co US Bank is an independent private foundation based in Great Falls, Montana. Established around 1940, it operates as a 501(c)(3) tax-exempt organization with a focus on supporting educational initiatives and community development within its service area.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.7M
-3.0% YoY
Annual Giving
$283K
-24.9% YoY
Grant Count
35
+0.0% YoY
Avg Grant Size
$8K
-24.9% YoY
Mission & Focus Areas
The foundation supports:
- High school awards programs for students attending specific schools in the foundation's trade area, recognizing students making the most improvement in citizenship, effort, and scholarship
- Scholarship funds at local colleges and universities
- Education and human services initiatives
Grantmaking
The foundation maintains an active grantmaking program focused on education and scholarship support in Montana.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations and programs within Montana, with particular emphasis on its local trade area in the Great Falls region.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets (2024): $5,748,659
- Total Assets (2023): $5.93 million
- Total Liabilities (2023): $0
- Annual Revenue (2023): $273,000
- EIN: 81-6009624
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,748,659 | $5,927,279 | $6,069,691 |
| Revenue | $147,736 | $272,669 | $275,930 |
| Expenses | $326,356 | $415,481 | $425,173 |
| Qualifying Distributions | $300,735 | $391,715 | $392,002 |
| Net Investment Income | $204,436 | $255,493 | $258,434 |
| Distributable Amount | $370,794 | $337,744 | $351,601 |
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
174 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BRANDON COSTLEY | TRUSTEE | 1 | — |
| MARILYN ROSE | TRUSTEE | 1 | — |
| JOHN STEPHENSON JR | TRUSTEE | 1 | — |
| CHRIS REIQUAM | TRUSTEE | 1 | — |
| US BANK TRUST DEPT | TRUSTEE | 5 | $30,127 |
| JEFF WINTER | TRUSTEE | 1 | — |
Contact Information
Address: 300 Central Ave, Great Falls, MT 59401-3127
Telephone: 406-447-5283
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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