Herb Waltermire Comm Enhancement Fndt
Herb Waltermire Comm Enhancement Fndt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $872K in total assets. In 2025, it awarded 10 grants totaling $70K. Net investment income was $67K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$872K
-0.9% YoY
Annual Giving
$70K
+42.9% YoY
Grant Count
10
+11.1% YoY
Avg Grant Size
$7K
+28.6% YoY
Under IRS private-foundation payout rules, Herb Waltermire Comm Enhancement Fndt reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
About Herb Waltermire Comm Enhancement Fndt
Based on IRS filings
Herb Waltermire Comm Enhancement Fndt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $872K in total assets. In 2025, it awarded 10 grants totaling $70K. Net investment income was $67K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $872,379 | $880,419 | $906,627 |
| Revenue | $78,588 | $55,791 | $-1,779 |
| Expenses | $82,216 | $59,575 | $41,739 |
| Qualifying Distributions | $70,225 | $49,200 | $32,110 |
| Net Investment Income | $67,235 | $44,955 | $16,236 |
| Distributable Amount | $61,670 | $54,394 | $50,194 |
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 2025
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Peace Place ($13,338), Big Brothers Big Sisters of Helena ($10,000), Boys & Girls Club of Cascade ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIANCE FOR YOUTH GREAT FALLS, MT | PLAYGROUND | $5,000 |
| BIG BROTHERS BIG SISTERS OF HELENA HELENA, MT | 21 ONE ON ONE MEMEBRSHIPS | $10,000 |
| BOYS & GIRLS CLUB OF CASCADE GREAT FALLS, MT | TO FUND YOUTH LEADERSHIP SKILLS PROGRAMS | $10,000 |
| CASA CAN CHILDREN'S ADVOCATE NETWORK GREAT FALLS, MT | GENERAL OPERATIONS | $5,000 |
| FARMER IN THE DELL OF GREAT FALLS GREAT FALLS, MT | GARDEN AND CHICKEN COOP | $5,000 |
| HEISEY YOUTH CENTER GREAT FALLS, MT | GYM FLOOR UPDATE | $10,000 |
| KAIROS YOUTH SERVICES GREAT FALLS, MT | DECK REPAIRS AND AIM HIGH PROGRAM. | $5,087 |
| LEWIS AND CLARK FOUNDATION GREAT FALLS, MT | TRANSPORTATION, TEACHERS, SUPPORT FOR CLASSES OFFERED TO THE PUBLIC. | $4,600 |
| PEACE PLACE GREAT FALLS, MT | GENERAL OPERATIONS | $13,338 |
| SPECIAL OLYMPICS GREAT FALLS, MT | 2025 STATE BOWLING | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DANIEL PETERSON | TREASURER | 0.5 | — |
| HERB WALTERMIRE | DIRECTOR | 0.5 | — |
| WILLIAM QUAST | SECRETARY | 0.5 | — |
| ROBERT MCINTYRE | DIRECTOR | 0.5 | — |
| LEE SCOTT | VICE PRESIDENT | 0.5 | — |
| BECKY FINK | DIRECTOR | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Herb Waltermire Comm Enhancement Fndt?
Herb Waltermire Comm Enhancement Fndt is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GREAT FALLS, MT. It holds $872K in total assets as of 2025.
How large is Herb Waltermire Comm Enhancement Fndt?
As of 2025, Herb Waltermire Comm Enhancement Fndt holds $872K in total assets with $79K in annual revenue. It awarded 10 grants totaling $70K in 2025.
Where does Herb Waltermire Comm Enhancement Fndt operate?
Herb Waltermire Comm Enhancement Fndt has awarded grants in Montana.
What size grants does Herb Waltermire Comm Enhancement Fndt award?
In 2025, Herb Waltermire Comm Enhancement Fndt awarded 10 grants totaling $70K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Herb Waltermire Comm Enhancement Fndt required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Herb Waltermire Comm Enhancement Fndt reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Herb Waltermire Comm Enhancement Fndt's EIN?
Herb Waltermire Comm Enhancement Fndt's EIN (Employer Identification Number) is 20-1772525. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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