Hollis and Helen Baright Foundation

Private foundation · Grantmaker Billings, MT EIN: 47-0789577

Hollis and Helen Baright Foundation is a private foundation focused on Housing & Shelter, based in Billings, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 4 grants totaling $249K. Net investment income was $86K.

Key facts about Hollis and Helen Baright Foundation

In short: Hollis and Helen Baright Foundation gave $249K across 4 grants in 2025 (avg $62K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

EIN
47-0789577
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$249,000
Grants made (2025)
4
Average grant
$62,250
Median grant
$72,500
Total assets
$1,960,681
Primary geography
Nebraska (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.0M

-8.6% YoY

Annual Giving

$249K

-2.0% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$62K

-2.0% YoY

Under IRS private-foundation payout rules, Hollis and Helen Baright Foundation reported a distributable amount of $188K for 2025 — the minimum it must pay out in qualifying distributions.

How Hollis and Helen Baright Foundation gives

  • Giving grew 22% from 2022 to 2025. Method
  • In 2025 it paid out 140% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 4 itemized 2025 grant dollars.

States

Cities

OmahaOmahLincoln

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K4 grants20204 grants20214 grants20225 grants20234 grants20244 grants2025

From 2020 to 2025, annual grant giving ranged from $204K (2022) to $254K (2024). In 2025 it made 4 grants totaling $249K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Nebraska Mulit Sports Complex: $100KNebraska Mulit Sports Complex$100KMethodist Hospital Foundation: $100KMethodist Hospital Foundation$100KCollege of Saint Mary: $45KCollege of Saint Mary$45KUniversity of Nebraska Foundation: $4KUniversity of NebraskaFoundation$4K

The largest 2025 recipient was Nebraska Mulit Sports Complex ($100K). Together the top 4 received $249K.

Grant Size Distribution

21 grants across all recorded years

6<$50K7$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 8 grants of 21 (38%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Nebraska Mulit Sports Complex Omaha, NEProgram Support$100,000
Methodist Hospital Foundation Omaha, NEProgram Support$100,000
College of Saint Mary Omaha, NEProgram Support$45,000
University of Nebraska Foundation Omah, NEProgram Support$4,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K202020212022202320242025
Metric202520242023
Total Assets$1,960,681$2,145,008$2,144,388
Revenue$128,771$306,804$127,309
Expenses$313,270$306,849$299,315
Qualifying Distributions$263,855$267,153$264,731
Net Investment Income$85,948$280,296$86,365
Distributable Amount$188,148$178,120$160,465

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 12, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  5. Added Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Hollis and Helen Baright Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Nick R. Taylor

    Co-Trustee

    On filings since 2020

    1 hr/week

    $5K (2020) → $5K (2025)

  • Ralph V. Palmer

    Co-Trustee

    On filings since 2020

    1 hr/week

    $5K (2020) → $5K (2025)

  • First Interstate Bank

    Trustee

    On filings since 2022

    1 hr/week

    $17K (2022) → $32K (2025)

Former officers (1)
  • Former: Great Western Bank (2022) — Prior Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

First Interstate Bank — Trustee: $32KFirst Interstate BankTrustee$32KRalph V Palmer — Co-Trustee: $5KRalph V PalmerCo-Trustee$5KNick R Taylor — Co-Trustee: $5KNick R TaylorCo-Trustee$5K

The highest reported compensation on the 2025 filing was $32K, to First Interstate Bank (Trustee). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Hollis and Helen Baright Foundation

How much does Hollis and Helen Baright Foundation give each year?

Hollis and Helen Baright Foundation gave $249K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $254K across 4 grants.

What is Hollis and Helen Baright Foundation's typical grant size?

Hollis and Helen Baright Foundation's median grant in 2025 was $72,500, and its average grant was $62,250, across 4 grants on its 2025 IRS Form 990-PF.

Where does Hollis and Helen Baright Foundation give grants?

Hollis and Helen Baright Foundation gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (3 grants).

Does Hollis and Helen Baright Foundation give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on Hollis and Helen Baright Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (4 grants).

How large is Hollis and Helen Baright Foundation?

Hollis and Helen Baright Foundation reported $2.0M in total assets on its 2025 IRS Form 990-PF. It paid out $264K in qualifying distributions that year, against a required minimum of $188K (roughly 5% of its investment assets).

What is Hollis and Helen Baright Foundation?

Hollis and Helen Baright Foundation is a private foundation focused on Housing & Shelter, based in Billings, MT. It holds $2.0M in total assets as of 2025.

What is Hollis and Helen Baright Foundation's EIN?

Hollis and Helen Baright Foundation's EIN (Employer Identification Number) is 47-0789577. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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