Herb Waltermire Comm Enhancement FNDT
Herb Waltermire Comm Enhancement FNDT is a private foundation based in Great Falls, Montana. Its 2025 filing reports grants to Montana organizations serving youth and families, supporting programs and projects that include childcare, youth leadership, recreation, and community activities.
Herb Waltermire Comm Enhancement FNDT at a glance
In short: Herb Waltermire Comm Enhancement FNDT gave $70K across 10 grants in 2025 (avg $7K), mostly in Montana. 40% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,025
- +42.9% vs 2024
- Grants made (2025)
- 10
- +11.1% vs 2024
- Average grant
- $7,003
- +28.6% vs 2024
- Median grant
- $5,044
- Total assets
- $872,379
- -0.9% vs 2024
- New grantees (estimate)
- 40% first-time grantees (4 of 10, 2025; small sample)
- 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. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herb Waltermire Comm Enhancement FNDT
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The foundation accepts unsolicited requests. Applications are available upon request from Daniel Peterson. The 2024 filing states there are no deadlines and no restrictions on awards.
- Contact
Application contact: Daniel Peterson
Mailing address: 1018 36Th Ave Northeast, Great Falls, MT 59404
Phone: (406) 453-5457
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herb Waltermire Comm Enhancement FNDT funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Peace Place ($13K). Together the top 10 received $70K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
All 2025 grant dollars went to recipients in Montana. The listed 2025 grantees were in Great Falls or Helena.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
Is Herb Waltermire Comm Enhancement FNDT open to new grantees?
40%
first-time grantees, 2025
In 2025, 4 of 10 grantees (40%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $4K; repeat grants $9K. How we count
Medians: $5K first-time, $10K repeat.
- 50% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $32K (2023) to $85K (2022). In 2025 it made 10 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Peace Place Great Falls, MT | General Operations | $13,338 |
| 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 |
| 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 |
| Alliance for Youth Great Falls, MT | Playground | $5,000 |
| 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 |
| Lewis and Clark Foundation Great Falls, MT | Transportation, teachers, support for classes offered to the public. | $4,600 |
| Special Olympics Great Falls, MT | 2025 State Bowling | $2,000 |
Ready to take the next step with Herb Waltermire Comm Enhancement FNDT?
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 | $872,379 | $78,588 | $82,216 | $70,025 | 10 | $70,225 | $67,235 | $61,670 |
| 2024 | $880,419 | $55,791 | $59,575 | $49,000 | 9 | $49,200 | $44,955 | $54,394 |
| 2023 | $906,627 | $-1,779 | $41,739 | $31,900 | 7 | $32,110 | $16,236 | $50,194 |
| 2022 | $954,192 | $40,124 | $93,355 | $85,150 | 10 | $85,521 | $32,290 | $59,035 |
| 2021 | $1,007,271 | $36,496 | $60,960 | $45,950 | 9 | — | $26,439 | $56,987 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations and projects serving children, youth, and families. For example, Peace Place says its mission is to give hope and respite to families with children who have medical or specialized needs; Kairos Youth Services says it serves troubled youth and their families; and Alliance for Youth says it advances healthy youth and family development in north central Montana communities. These are the grantees’ descriptions of their own missions.
Grantmaking
In 2025, the foundation made 10 grants totaling $70,025. Grants ranged from $2,000 to $13,338, with a median grant of $5,044. Notable recipients included Peace Place ($13,338 for general operations), Big Brothers Big Sisters of Helena ($10,000 for one-on-one memberships), Boys & Girls Club of Cascade ($10,000 for youth leadership skills programs), and Heisey Youth Center ($10,000 for a gym floor update). Other grants included $5,087 to Kairos Youth Services for deck repairs and its Aim High program, $5,000 to Alliance for Youth for a playground, and $5,000 to CASA CAN Children’s Advocate Network for general operations.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Daniel Peterson as treasurer; Herb Waltermire as director; William Quast as secretary; Robert McIntyre as director; Lee Scott as vice president; and Becky Fink as director.
Herb Waltermire Comm Enhancement FNDT's 2025 filing lists 6 officers; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Becky Fink
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Herb Waltermire
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Robert McIntyre
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Daniel Peterson
Treasurer
On filings since 2021
0.5 hrs/week
No compensation reported
Lee Scott
Vice President
On filings since 2021
0.5 hrs/week
No compensation reported
William Quast
Secretary
On filings since 2021
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Herb Waltermire Comm Enhancement FNDT
How much does Herb Waltermire Comm Enhancement FNDT give each year?
Herb Waltermire Comm Enhancement FNDT gave $70K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $49K across 9 grants.
What is Herb Waltermire Comm Enhancement FNDT's typical grant size?
Herb Waltermire Comm Enhancement FNDT's median grant in 2025 was $5,044, and its average grant was $7,003, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herb Waltermire Comm Enhancement FNDT that year got $4K on average.
Where does Herb Waltermire Comm Enhancement FNDT give grants?
Herb Waltermire Comm Enhancement FNDT gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Great Falls, MT (9 grants).
Does Herb Waltermire Comm Enhancement FNDT give general operating support?
Yes: 20% of Herb Waltermire Comm Enhancement FNDT's 2025 grants with a stated purpose (2 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Herb Waltermire Comm Enhancement FNDT's largest grantees?
Herb Waltermire Comm Enhancement FNDT's largest 2025 grantees include Peace Place ($13,338), Big Brothers Big Sisters of Helena ($10,000) and Boys & Girls Club of Cascade ($10,000), according to its 2025 IRS Form 990-PF. Together they received 48% of its itemized 2025 grant dollars.
How large is Herb Waltermire Comm Enhancement FNDT?
Herb Waltermire Comm Enhancement FNDT reported $872K in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $62K (roughly 5% of its investment assets).
What does Herb Waltermire Comm Enhancement FNDT fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations and projects serving children, youth, and families. See mission & focus areas ↑
How do I apply for a grant from Herb Waltermire Comm Enhancement FNDT?
The foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Herb Waltermire Comm Enhancement FNDT accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Herb Waltermire Comm Enhancement FNDT funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/herb-waltermire-comm-enhancement-fndt-morg_03dcf51b55f84de4bb6d9cb905e48246
BibTeX
@misc{grantable_201772525_2026,
author = {{Grantable}},
title = {{Herb Waltermire Comm Enhancement FNDT funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herb-waltermire-comm-enhancement-fndt-morg_03dcf51b55f84de4bb6d9cb905e48246},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Herb Waltermire Comm Enhancement FNDT's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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