Helen L Gurtner HOO HOO Charitable Trust
Helen L Gurtner HOO HOO Charitable Trust is a private foundation, based in Great Falls, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.6M in total assets. In 2025, it awarded 2 grants totaling $4K. Net investment income was $50K.
Helen L Gurtner HOO HOO Charitable Trust at a glance
In short: Helen L Gurtner HOO HOO Charitable Trust gave $4K across 2 grants in 2025 (avg $2K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,891
- -98.0% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $1,946
- -97.1% vs 2024
- Median grant
- $1,946
- Total assets
- $1,570,808
- +5.2% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Helen L Gurtner HOO HOO Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Corvallis United Methodist Church ($4K across 2 grants).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 8 grants of 9 (89%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Helen L Gurtner HOO HOO Charitable Trust gives
- Giving fell 87% from 2022 to 2025. Method
- In 2025 it paid out 35% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $4K (2025) to $200K (2024). In 2025 it made 2 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Corvallis United Methodist Church Corvallis, MT | Scholarship | $2,645 |
| Corvallis United Methodist Church Corvallis, MT | Church Maintenance | $1,246 |
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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 | $1,570,808 | $117,897 | $40,468 | $3,891 | 2 | $30,310 | $49,686 | $87,043 |
| 2024 | $1,493,379 | $157,681 | $246,691 | $199,500 | 3 | $226,649 | $66,471 | $83,923 |
| 2023 | $1,582,389 | $62,569 | $39,021 | — | — | $26,228 | $45,371 | $81,448 |
| 2022 | $1,558,841 | $1,121,619 | $43,549 | $29,000 | 2 | $34,319 | $30,058 | $47,375 |
| 2021 | $480,771 | $41,090 | $38,901 | $27,500 | 2 | $29,025 | $16,914 | $29,454 |
| 2020 | $478,582 | $33,811 | $35,989 | $26,300 | 2 | — | $6,186 | $26,257 |
| 2019 | $480,760 | $50,997 | $35,882 | $25,440 | 2 | — | $8,493 | $26,249 |
Under IRS private-foundation payout rules, Helen L Gurtner HOO HOO Charitable Trust reported a distributable amount of $87K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Helen L Gurtner HOO HOO Charitable Trust's only listed officer is DA Davidson Trust CO Becky Fink, Trustee on every filing since 2022 (uncompensated).
Officers on the 2025 filing
DA Davidson Trust CO Becky Fink
Trustee
On filings since 2022
No compensation reported
Former officers (2)
- Former: Naomi Cheeney (2021) — Trustee
- Former: Helen L. Gurtner (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 Helen L Gurtner HOO HOO Charitable Trust
How much does Helen L Gurtner HOO HOO Charitable Trust give each year?
Helen L Gurtner HOO HOO Charitable Trust gave $4K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $200K across 3 grants.
How large is Helen L Gurtner HOO HOO Charitable Trust?
Helen L Gurtner HOO HOO Charitable Trust reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $87K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Helen L Gurtner HOO HOO Charitable Trust operate?
Helen L Gurtner HOO HOO Charitable Trust has awarded grants in Montana.
What is Helen L Gurtner HOO HOO Charitable Trust's EIN?
Helen L Gurtner HOO HOO Charitable Trust's EIN (Employer Identification Number) is 45-6802287. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 20, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Helen L Gurtner HOO HOO Charitable Trust funds
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