Jane S Heman Foundation Inc

Private foundation · Grantmaker Stevensville, MT EIN: 81-0526846

Jane S Heman Foundation Inc is a private foundation based in Stevensville, Montana. Its filing states that grants benefit residents of western Montana, supporting education and helping alleviate the suffering of people affected by disease, as well as assisting and providing relief to the elderly.

Jane S Heman Foundation Inc at a glance

In short: Jane S Heman Foundation Inc gave $910K across 30 grants in 2025 (avg $30K), mostly in Montana. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$910,038
+8.8% vs 2024
Grants made (2025)
30
+0.0% vs 2024
Average grant
$30,335
+8.8% vs 2024
Median grant
$25,000
Total assets
$7,015,727
-2.9% vs 2024
New grantees (estimate)
20% first-time grantees (6 of 30, 2025)
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 Jane S Heman Foundation Inc

How to Apply

Submit the requested information by email.

Review Cycle
The filing lists February 1, May 1, August 1, and October 1. As of September 28, 2026, the February, May, and August 2026 dates have passed; October 1 is the next listed date.
Deadline
The filing lists February 1, May 1, August 1, and October 1.
Contact

Application contact: Bob Thomas Michael Magone
Mailing address: 366 Hillview Dr, Stevensville, MT 59870
Phone: (406) 381-2901

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Jane S Heman Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Spectrum: $130KSpectrum$130KMontana State University: $115KMontana State University$115KClark Fork Coalition: $50KClark Fork Coalition$50KMissoula Aging Services: $50KMissoula Aging Services$50KProvidence Montana Health Foundation: $50KProvidence Montana HealthFoundation$50KUniversity of Montana Foundation: $50KUniversity of MontanaFoundation$50KRavalli County Museum: $40KRavalli County Museum$40KTarget Range School: $40KTarget Range School$40KBitterroot Water Partnership: $39KBitterroot Water Partnership$39KRural Behavior Health Institute: $35KRural Behavior HealthInstitute$35K

The largest 2025 recipient was Spectrum ($130K). Together the top 10 received $599K.

Organizations only. It also paid 1 grant to individuals ($30,600), which are not listed by name.

Grant Size Distribution

140 grants across all recorded years

118<$50K14$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 118 grants of 140 (84%).

Geographic Focus

Where this funder awards grants

The foundation says grants benefit residents of western Montana, defined in its filing as the area west of the Continental Divide. It identifies the Bitterroot and Missoula valleys as its primary geographical area for funding. All grant dollars reported by recipient state for 2025 went to Montana.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 30 itemized grants.

Cities

MissoulaHamiltonStevensvilleCorvallisBozemanGreat FallsDarbyLoloBonnerFlorenceHelenaArleeBig ForkColumbia FallsDallasPotomacSioux FallsSuperiorThompson Falls

Is Jane S Heman Foundation Inc open to new grantees?

20%

first-time grantees, 2025

In 2025, 6 of 30 grantees (20%) were first-time recipients. First grants averaged $18K; repeat grants $33K. How we count

Medians: $15K first-time, $25K repeat.

  • 63% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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

$0$250K$500K$750K$1M28 grants2019 26 grants2020 25 grants2021 26 grants2022 29 grants2023 30 grants2024 30 grants2025

From 2019 to 2025, annual grant giving ranged from $596K (2019) to $910K (2025). In 2025 it made 30 grants totaling $910K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Spectrum Missoula, MTFunds used to design, create and foster a stem learning ecosystem in Montana's bitterroot valley.$130,000
Montana State University Bozeman, MTThe grant is for clinical travel support for msu nursing students. The grant also provides equipment capital for furnishing a room in the new mark and robin jones college of nursing in missoula, which is located on the community hospital campus.$115,000
Clark Fork Coalition Missoula, MTFunds used for education of the clark fork watershed.$50,000
Missoula Aging Services Missoula, MT2025 GRANT$50,000
Providence Montana Health Foundation Missoula, MTFunds Used to Support Mission.$50,000
University of Montana Foundation Missoula, MTGrant to support the resolve project at the university of Montana, aimed at establishing the nation's premier center for rural health research and innovation.$50,000
Ravalli County Museum Hamilton, MTFunds used to assist in designing program enhancements for the collection, preservation, and digitization of historical documents within the library.$40,000
Target Range School Missoula, MTFunds used for medical supplies grant and school nurse salary$40,000
Bitterroot Water Partnership Hamilton, MTBitter root water forum grant/contributions funds education to classroom and site located formats for students of all ages about the bitterroot river and its lifeline to Ravalli county.$39,000
Rural Behavior Health Institute Bozeman, MT2025 Grant for Rural School Mental Health$35,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$7,015,727$796,502$1,005,917$910,03830$949,966$786,659$1,118,348
2024$7,225,142$1,022,446$922,645$836,80030$867,400$1,011,584$983,039
2023$7,125,341$702,325$911,071$838,55229$866,211$683,764$863,065
2022$7,334,087$363,095$927,359$854,35026$882,254$503,619$866,771
2021$7,898,351$551,494$740,860$676,70025$696,361$531,503$883,104
2020$8,087,717$601,593$784,916$695,99226—$578,124$708,745
2019$8,271,040$673,309$663,978$595,70528—$650,154$698,124

Under IRS private-foundation payout rules, Jane S Heman Foundation Inc reported a distributable amount of $1.1M 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

The foundation’s filing describes its grantmaking priorities as education, alleviating the suffering of individuals afflicted by disease, and assistance and relief for the elderly. Its application instructions ask organizations to explain how a request fits the foundation’s objective of supporting education and/or health care-related needs within the Bitterroot and/or Missoula valleys.

Its 2025 grants included support for STEM learning, nursing student travel and equipment, rural school mental health, school medical supplies, watershed education, and poetry instruction. Grantees’ own descriptions illustrate the range of organizations supported: the Bitterroot Water Partnership says it works with partners and communities to promote clean, ample water for people and habitats; the an individual recipient says it partners with schools and communities to teach the imaginative power of language; and the Montana Natural History Center describes its work as promoting appreciation, understanding, and stewardship of nature and the environment through education.

Grantmaking

In filing year 2025, the foundation reported 30 grants totaling $910,038. Individual grants ranged from $2,000 to $130,000, with a median of $25,000. Among the largest awards were $130,000 to Spectrum for a STEM learning ecosystem in the Bitterroot Valley; $115,000 to Montana State University for clinical travel support for nursing students and equipment for a nursing college room; and $50,000 each to the Clark Fork Coalition, Missoula Aging Services, Providence Montana Health Foundation, and University of Montana Foundation. Other notable grants included $40,000 to Ravalli County Museum for historical-document collection, preservation, and digitization enhancements, and $39,000 to Bitterroot Water Partnership for education about the Bitterroot River.

The foundation’s filing says it does not restrict giving to preselected organizations. Applicants are asked to email a one-page document with the organization’s name and contact information, tax ID, mission, primary contact, a brief description of the need and intended results, an explanation of how the request fits the foundation’s objectives and geographic area, the requested amount, and a proposed budget breakdown. The filing lists Bob Thomas and Michael Magone as contacts for applying.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Michael A. Magone as president, Carol Capp as vice president, and Robert A. Thomas as secretary/treasurer.

Jane S Heman Foundation Inc is led by Michael A. Magone, President since 2024 (on filings since 2019); all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Michael A. Magone

    President

    Secretary & Treasurer → President, 2024

    On filings since 2019

    15 hrs/week

    $6K (2019) → $29K (2025)

  • Carol Capp

    Vice President

    On filings since 2019

    4 hrs/week

    $6K (2019) → $8K (2025)

  • Robert A. Thomas

    Secretary & Treasurer

    President → Secretary & Treasurer, 2024

    On filings since 2019

    4 hrs/week

    $36K (2019) → $26K (2025)

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.

Compensation Overview

From 2025 IRS filing

Michael a Magone — President: $29KMichael a MagonePresident$29KRobert a Thomas — Secretary/Treasurer: $26KRobert a ThomasSecretary/Treasurer$26KCarol Capp — Vice President: $8KCarol CappVice President$8K

The highest reported compensation on the 2025 filing was $29K, to Michael a Magone (President). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Jane S Heman Foundation Inc

How much does Jane S Heman Foundation Inc give each year?

Jane S Heman Foundation Inc gave $910K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $837K across 30 grants.

What is Jane S Heman Foundation Inc's typical grant size?

Jane S Heman Foundation Inc's median grant in 2025 was $25,000, and its average grant was $30,335, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Jane S Heman Foundation Inc that year got $18K on average.

Where does Jane S Heman Foundation Inc give grants?

Jane S Heman Foundation Inc 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 Missoula, MT (15 grants), Hamilton, MT (5 grants), Bozeman, MT (2 grants) and Corvallis, MT (2 grants).

Does Jane S Heman Foundation Inc give general operating support?

Yes: 10% of Jane S Heman Foundation Inc's 2025 grants with a stated purpose (3 of 30) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Jane S Heman Foundation Inc's largest grantees?

Jane S Heman Foundation Inc's largest 2025 grantees include Spectrum ($130,000), Montana State University ($115,000) and Clark Fork Coalition ($50,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($30,600), which are not listed by name. Together they received 32% of its itemized 2025 grant dollars.

How large is Jane S Heman Foundation Inc?

Jane S Heman Foundation Inc reported $7.0M in total assets on its 2025 IRS Form 990-PF. It paid out $950K in qualifying distributions that year, against a required minimum of $1.1M (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 does Jane S Heman Foundation Inc fund?

The foundation’s filing describes its grantmaking priorities as education, alleviating the suffering of individuals afflicted by disease, and assistance and relief for the elderly. See mission & focus areas ↑

How do I apply for a grant from Jane S Heman Foundation Inc?

Submit the requested information by email. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Jane S Heman Foundation Inc's EIN?

Jane S Heman Foundation Inc's EIN (Employer Identification Number) is 81-0526846. 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. Research dossier generated September 2026.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS June 15, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS July 6, 2026)
  3. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Jane S Heman Foundation Inc funder profile. GrantGraph. Retrieved October 18, 2026, from https://grantable.co/funders/jane-s-heman-foundation-inc-morg_c5689854c70a4320a904bd3b44ac604d

BibTeX
@misc{grantable_810526846_2026,
  author       = {{Grantable}},
  title        = {{Jane S Heman Foundation Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/jane-s-heman-foundation-inc-morg_c5689854c70a4320a904bd3b44ac604d},
  note         = {Accessed 2026-10-18. 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 Jane S Heman Foundation Inc'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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