K Louise Bardwell Irrevocable Trust
K Louise Bardwell Irrevocable Trust is a private foundation focused on Education, based in Great Falls, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $185K in total assets. In 2025, it awarded 3 grants totaling $8K. Net investment income was $13K.
K Louise Bardwell Irrevocable Trust at a glance
In short: K Louise Bardwell Irrevocable Trust gave $8K across 3 grants in 2025 (avg $3K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,500
- +50.0% vs 2024
- Grants made (2025)
- 3
- +50.0% vs 2024
- Average grant
- $2,500
- +0.0% vs 2024
- Median grant
- $2,500
- Total assets
- $184,852
- -0.9% vs 2024
- 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 September 2026.
Who K Louise Bardwell Irrevocable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of Montana ($3K). Together the top 3 received $8K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How K Louise Bardwell Irrevocable Trust gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $5K (2024) to $16K (2019). In 2025 it made 3 grants totaling $8K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Montana Missoula, MT | Educational Scholarships | $2,500 |
| University of Montana Western Dillon, MT | Educational Scholarships | $2,500 |
| Miles Community College Foundation Miles City, MT | Educational Scholarships | $2,500 |
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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 | $184,852 | $16,064 | $17,763 | $7,500 | 3 | $11,436 | $12,907 | $10,982 |
| 2024 | $186,551 | $18,760 | $10,811 | $5,000 | 2 | $7,379 | $16,811 | $10,592 |
| 2023 | $177,602 | $8,825 | $11,325 | $7,000 | 3 | $8,908 | $7,387 | $9,899 |
| 2022 | $180,102 | $6,376 | $13,325 | $9,000 | 2 | $10,867 | $5,035 | $10,079 |
| 2021 | $187,051 | $19,438 | $10,243 | $6,000 | 4 | $7,833 | $18,035 | $11,113 |
| 2020 | $177,856 | $13,813 | $13,343 | $9,100 | 5 | — | $12,456 | $9,810 |
| 2019 | $177,231 | $12,310 | $20,104 | $15,800 | 6 | — | $10,942 | $9,794 |
Under IRS private-foundation payout rules, K Louise Bardwell Irrevocable Trust reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
K Louise Bardwell Irrevocable Trust's only listed officer is D A Davidson Trust CO, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
D A Davidson Trust CO
Trustee
On filings since 2019
5 hrs/week
$3K (2019) → $3K (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
The highest reported compensation on the 2025 filing was $3K, to D a Davidson Trust CO (Trustee).
Frequently asked questions about K Louise Bardwell Irrevocable Trust
How much does K Louise Bardwell Irrevocable Trust give each year?
K Louise Bardwell Irrevocable Trust gave $8K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 2 grants.
What is K Louise Bardwell Irrevocable Trust's typical grant size?
K Louise Bardwell Irrevocable Trust's median grant in 2025 was $2,500, and its average grant was $2,500, across 3 grants on its 2025 IRS Form 990-PF.
Where does K Louise Bardwell Irrevocable Trust give grants?
K Louise Bardwell Irrevocable Trust gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does K Louise Bardwell Irrevocable Trust give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on K Louise Bardwell Irrevocable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Educational Scholarships" (3 grants).
How large is K Louise Bardwell Irrevocable Trust?
K Louise Bardwell Irrevocable Trust reported $185K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
What is K Louise Bardwell Irrevocable Trust?
K Louise Bardwell Irrevocable Trust is a private foundation focused on Education, based in Great Falls, MT. It holds $185K in total assets as of 2025.
What is K Louise Bardwell Irrevocable Trust's EIN?
K Louise Bardwell Irrevocable Trust's EIN (Employer Identification Number) is 45-6976512. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 17, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 21, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 2, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2019–2024
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