Locati Edge is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 25 grants totaling $34K. Net investment income was $8K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
+47.0% YoY
Annual Giving
$34K
+19.1% YoY
Grant Count
25
+177.8% YoY
Avg Grant Size
$1K
-57.1% YoY
Under IRS private-foundation payout rules, Locati Edge reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
About Locati Edge
Based on IRS filings
Locati Edge is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 25 grants totaling $34K. Net investment income was $8K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,260,258 | $857,318 | $581,105 |
| Revenue | $58,248 | $60,775 | $43,160 |
| Expenses | $38,189 | $30,575 | $30,345 |
| Qualifying Distributions | $34,072 | $28,616 | $25,140 |
| Net Investment Income | $7,705 | $10,170 | $7,521 |
| Distributable Amount | $49,552 | $34,752 | $27,766 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
61 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Noah Craig ($8,547), Brynn Bohrer ($4,500), Cooper Smith ($2,600).
| Recipient | Purpose | Amount |
|---|---|---|
| ABBIE OULDHOUSE BOZEMAN, MT | VOLLEYBALL CAMP | $1,000 |
| ALIAH PARRY STILLWATER, MN | BB TRAINING CAMP - MN | $500 |
| ARALYN LIBERTY BOZEMAN, MT | CHOIR TRIP - DENVER | $850 |
| BEA DOWNS BOZEMAN, MT | FRIEND OF EMPLOYEE | $400 |
| BRIDGER HENRY BELOTE BOZEMAN, MT | COMMUNITY MEMBERS | $2,150 |
| BRYNN BOHRER BILLINGS, MT | ZAMBIA TWO-WEEK STUDY ABROAD | $4,500 |
| COOPER SMITH MANHATTAN, MT | MT WRESTLING TEAM TO GERMANY | $2,600 |
| EVANGALINE SAN SOUCI BELGRADE, MT | GYMNASTICS COMPETITIONS | $500 |
| EZRA DOWNS BOZEMAN, MT | GUITAR LESSONS | $600 |
| ISABEL ROSS BOZEMAN, MT | PERU VOLUNTEERING - MEDICAL SKILLS | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KARI LOCATI | DIRECTOR | 1 | — |
| JERRY LOCATI | PRESIDENT | 1 | — |
| KIRSTEN SMITH | SECRETARY | 1 | — |
| NANCY OCKFORD | TREASURER | 1 | — |
| KYLE TAGE | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Locati Edge?
Locati Edge is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. It holds $1.3M in total assets as of 2024.
How large is Locati Edge?
As of 2024, Locati Edge holds $1.3M in total assets with $58K in annual revenue. It awarded 25 grants totaling $34K in 2024.
Where does Locati Edge operate?
Locati Edge has awarded grants in California, Idaho, Minnesota, Montana.
What size grants does Locati Edge award?
In 2024, Locati Edge awarded 25 grants totaling $34K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Locati Edge required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Locati Edge reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Locati Edge's EIN?
Locati Edge's EIN (Employer Identification Number) is 84-4061522. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Locati Edge's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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