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
Under IRS private-foundation payout rules, Heisey Foundation Co Us Bank reported a distributable amount of $371K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Montana State University ($58,000), University of Montana - Missoula ($54,700), Great Falls College Msu ($46,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUGUSTA HIGH SCHOOL AUGUSTA, MT | HIGH SCHOOL STUDENT AWARD | $200 |
| BELT HIGH SCHOOL BELT, MT | HIGH SCHOOL STUDENT AWARD | $800 |
| BRADYDUTTON HIGH SCHOOL DUTTON, MT | HIGH SCHOOL STUDENT AWARD | $200 |
| BROWNING HIGH SCHOOL BROWNING, MT | HIGH SCHOOL STUDENT AWARD | $4,800 |
| C M RUSSELL HIGH SCHOOL GREAT FALLS, MT | HIGH SCHOOL STUDENT AWARDS | $12,800 |
| CARROLL COLLEGE HELENA, MT | SCHOLARSHIP | $10,000 |
| CASCADE HIGH SCHOOL CASCADE, MT | HIGH SCHOOL STUDENT AWARDS | $1,000 |
| CENTERVILLESAND COULEE SCHOOL SAND COULEE, MT | HIGH SCHOOL STUDENT AWARDS | $600 |
| CENTRAL CATHOLIC HIGH SCHOOL GREAT FALLS, MT | HIGH SCHOOL STUDENT AWARD | $400 |
| CHOTEAU HIGH SCHOOL CHOTEAU, MT | HIGH SCHOOL STUDENT AWARD | $1,000 |
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
Frequently Asked Questions
What does Heisey Foundation Co Us Bank fund?
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
How do I apply for a grant from Heisey Foundation Co Us Bank?
**Grant Amounts:** Typical awards range from $200 to $80,900 **Recent Financial Activity:** • Total giving (2024): $283,476 • Total giving (2023): $272,669 • Total expenses (2023): $415,481 The foundation maintains an active grantmaking program focused on education and scholarship support in Montana.
Where does Heisey Foundation Co Us Bank make grants?
The foundation primarily funds organizations and programs within Montana, with particular emphasis on its local trade area in the Great Falls region.
What size grants does Heisey Foundation Co Us Bank award?
In 2024, Heisey Foundation Co Us Bank awarded 35 grants totaling $283K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Heisey Foundation Co Us Bank required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Heisey Foundation Co Us Bank reported a distributable amount of $371K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Heisey Foundation Co Us Bank's EIN?
Heisey Foundation Co Us Bank's EIN (Employer Identification Number) is 81-6009624. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Heisey Foundation Co Us Bank's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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