Hurst Sorenson Memorial Fund

Private foundation · Grantmaker Stanford, MT EIN: 81-0372356
N/A

Hurst Sorenson Memorial Fund is a private foundation focused on N/A, based in Stanford, MT. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $1.2M in total assets. In 2026, it awarded 7 grants totaling $54K. Net investment income was $94K.

Key facts about Hurst Sorenson Memorial Fund

In short: Hurst Sorenson Memorial Fund gave $54K across 7 grants in 2026 (avg $8K), mostly in Montana. Source: 2026 IRS Form 990-PF.

EIN
81-0372356
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$54,000
Grants made (2026)
7
Average grant
$7,714
Median grant
$5,817
Total assets
$1,237,271
Primary geography
Montana (74% of itemized 2026 grant dollars)

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

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$1.2M

+11.5% YoY

Annual Giving

$54K

+6.9% YoY

Grant Count

7

+16.7% YoY

Avg Grant Size

$8K

-8.3% YoY

Under IRS private-foundation payout rules, Hurst Sorenson Memorial Fund reported a distributable amount of $55K for 2026 — the minimum it must pay out in qualifying distributions.

How Hurst Sorenson Memorial Fund gives

  • Giving held roughly steady from 2023 to 2026 (+6%). Method
  • In 2026 it paid out 98% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2026 grant dollars across all 7 itemized grants.

Cities

BillingsBozemanDillonGreat FallsButteKalispellProvoSalt Lake CityDickinsonJamestownLa GrangeLas CrucesMissoulaPhoenixPowell

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K8 grants2021 12 grants2022 6 grants2023 9 grants2024 6 grants2025 7 grants2026

From 2021 to 2026, annual grant giving ranged from $43K (2021) to $54K (2026). In 2026 it made 7 grants totaling $54K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2026

Msu-Bozeman: $18KMsu-Bozeman$18KMsu-Great Falls: $12KMsu-Great Falls$12KFlathead Valley Community College: $6KFlathead Valley CommunityCollege$6KNew Mexico State University: $6KNew Mexico State University$6KU of M-Western: $4KU of M-Western$4KFrontier School of the Bible: $4KFrontier School of the Bible$4KUniversity of Phoenix: $4KUniversity of Phoenix$4K

The largest 2026 recipient was Msu-Bozeman ($18K). Together the top 7 received $54K.

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 40 grants of 40 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Msu-Bozeman Bozeman, MTScholarships$17,808
Msu-Great Falls Great Falls, MTScholarships$11,685
Flathead Valley Community College Kalispell, MTScholarship$5,817
New Mexico State University Las Cruces, NMScholarship$5,817
U of M-Western Dillon, MTScholarships$4,490
Frontier School of the Bible La Grange, WYScholarship$4,318
University of Phoenix Phoenix, AZScholarship$4,065

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$1,237,271$1,109,208$1,051,260
Revenue$118,226$104,318$71,637
Expenses$62,848$58,693$56,617
Qualifying Distributions$54,254$50,725$49,666
Net Investment Income$93,942$71,520$43,336
Distributable Amount$55,113$52,192$47,520

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS May 4, 2026)
  2. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Hurst Sorenson Memorial Fund's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Powell Becker

    Trustee

    On filings since 2021

    No compensation reported

  • Presbyterian Church Minister

    Trustee

    On filings since 2021

    No compensation reported

  • Timothy Dolphay

    Trustee

    On filings since 2021

    No compensation reported

Data from IRS Form 990 filings, 2021–2026. "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 Hurst Sorenson Memorial Fund

How much does Hurst Sorenson Memorial Fund give each year?

Hurst Sorenson Memorial Fund gave $54K across 7 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $50K across 6 grants.

What is Hurst Sorenson Memorial Fund's typical grant size?

Hurst Sorenson Memorial Fund's median grant in 2026 was $5,817, and its average grant was $7,714, across 7 grants on its 2026 IRS Form 990-PF.

Where does Hurst Sorenson Memorial Fund give grants?

Hurst Sorenson Memorial Fund gives mostly in Montana: 74% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were New Mexico (11%) and Wyoming (8%).

Does Hurst Sorenson Memorial Fund give general operating support?

Not in 2026: none of the 7 grants with a stated purpose on Hurst Sorenson Memorial Fund's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (4 grants) and "Scholarships" (3 grants).

Who are Hurst Sorenson Memorial Fund's largest grantees?

Hurst Sorenson Memorial Fund's largest 2026 grantees include Msu-Bozeman ($17,808), Msu-Great Falls ($11,685) and Flathead Valley Community College ($5,817), according to its 2026 IRS Form 990-PF. Together they received 65% of its itemized 2026 grant dollars.

How large is Hurst Sorenson Memorial Fund?

Hurst Sorenson Memorial Fund reported $1.2M in total assets on its 2026 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $55K (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.

What is Hurst Sorenson Memorial Fund?

Hurst Sorenson Memorial Fund is a private foundation focused on N/A, based in Stanford, MT. It holds $1.2M in total assets as of 2026.

What is Hurst Sorenson Memorial Fund's EIN?

Hurst Sorenson Memorial Fund's EIN (Employer Identification Number) is 81-0372356. IRS Form 990 filing data is available on this page for 2021–2026.

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

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