Locati Edge
Locati Edge is a private foundation based in Bozeman, Montana. It supports young people by providing resources and opportunities to pursue goals and dreams that may otherwise be unavailable to them.
Locati Edge at a glance
In short: Locati Edge gave $45K across 18 grants in 2025 (avg $3K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $45,115
- +32.4% vs 2024
- Grants made (2025)
- 18
- -28.0% vs 2024
- Average grant
- $2,506
- +83.9% vs 2024
- Median grant
- $2,200
- Total assets
- $1,236,281
- -1.9% vs 2024
- Primary geography
- Montana (83% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Locati Edge
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 1007 E Main St Ste 202, Bozeman, MT 59715
Phone: (406) 587-1139
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Locati Edge funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Winston Smith ($7K). Together the top 10 received $36K.
Organizations only. It also paid 1 individual scholarship ($1,000), which are not listed by name.
Grant Size Distribution
77 grants across all recorded years
The most common grant size was under $50K: 77 grants of 77 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing shows that 83% of grant dollars went to recipients in Montana, 13% to recipients in Arizona, and 4% to recipients in Washington.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
How Locati Edge gives
- Giving grew 79% from 2022 to 2025. Method
- In 2025 it paid out 77% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $6K (2020) to $45K (2025). In 2025 it made 18 grants totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Winston Smith Livingston, MT | Sony Camera and Lens | $6,600 |
| Turning Point USA Phoenix, AZ | Turning Point USA | $5,700 |
| Jet Locati Bozeman, MT | Quantem Computing / Summer Springboard | $5,000 |
| Annabelle Smith Livingston, MT | Computer | $3,199 |
| Charlotte Steele Belgrade, MT | Leather WORKING;TECHNOLOGY AIDS for Patterns | $3,077 |
| Brielle Poulsen Bozeman, MT | Volleyball Club Team Fees | $2,700 |
| Oliver Heys Bozeman, MT | Specialized Skiing: Rippers | $2,569 |
| Aiden Ross Bozeman, MT | Figi Experience - Volunteering / Community | $2,455 |
| Sophia Cummins Bozeman, MT | National Music Festival Trip | $2,400 |
| Jude Vest Bozeman, MT | Mandolin LESSONS(1 Year), Dry Land Ski Training | $2,000 |
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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 | $1,236,281 | $23,374 | $48,880 | $45,115 | 18 | $45,115 | $22,074 | $58,329 |
| 2024 | $1,260,258 | $58,248 | $38,189 | $34,072 | 25 | $34,072 | $7,705 | $49,552 |
| 2023 | $857,318 | $60,775 | $30,575 | $28,616 | 9 | $28,616 | $10,170 | $34,752 |
| 2022 | $581,105 | $43,160 | $30,345 | $25,140 | 19 | $25,140 | $7,521 | $27,766 |
| 2021 | $565,085 | $229,765 | $22,116 | $14,921 | 6 | $14,921 | $3,104 | $21,847 |
| 2020 | $301,666 | $8,948 | $13,953 | $6,416 | 2 | — | $4,237 | $14,944 |
Under IRS private-foundation payout rules, Locati Edge reported a distributable amount of $58K 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
Locati Edge’s website says it encourages young people to express their goals and dreams and to pursue opportunities that may otherwise be unavailable. The 2025 grants listed in its filing include support for equipment, lessons, extracurricular activities, travel, and program fees. These examples describe the listed grants, not a complete statement of the foundation’s funding priorities.
Grantmaking
In 2025, Locati Edge reported 18 grants totaling $45,115. Grant amounts ranged from $490 to $6,600, with a median of $2,200.
Among the largest listed grants were $6,600 to an individual recipient for a Sony camera and lens; $5,700 to Turning Point USA; $5,000 to Jet Locati for “Quantem Computing / Summer Springboard”; and $3,199 to an individual recipient for a computer. Other listed awards included $3,077 to Charlotte Steele for leather working and technology aids for patterns, and $2,700 to Brielle Poulsen for volleyball club team fees.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Kari Locati and Kyle Tage as directors, Jerry Locati as president, Kirsten Smith as secretary, and Nancy Ockford as treasurer.
Locati Edge is led by Jerry Locati, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jerry Locati
President
On filings since 2020
1 hr/week
No compensation reported
Kari Locati
Director
On filings since 2020
1 hr/week
No compensation reported
Kyle Tage
Director
On filings since 2021
1 hr/week
No compensation reported
Kirsten Smith
Secretary
On filings since 2020
1 hr/week
No compensation reported
Nancy Ockford
Treasurer
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Locati Edge
How much does Locati Edge give each year?
Locati Edge gave $45K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 25 grants.
What is Locati Edge's typical grant size?
Locati Edge's median grant in 2025 was $2,200, and its average grant was $2,506, across 18 grants on its 2025 IRS Form 990-PF.
Where does Locati Edge give grants?
Locati Edge gives mostly in Montana: 83% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Arizona (13%). The most frequent recipient cities were Bozeman, MT (10 grants) and Livingston, MT (2 grants).
Does Locati Edge give general operating support?
Not in 2025: none of the 18 grants with a stated purpose on Locati Edge's 2025 IRS Form 990-PF were described as general or operating support.
Who are Locati Edge's largest grantees?
Locati Edge's largest 2025 grantees include Winston Smith ($6,600), Turning Point USA ($5,700) and Jet Locati ($5,000), according to its 2025 IRS Form 990-PF. It also paid 1 individual scholarship ($1,000), which are not listed by name. Together they received 38% of its itemized 2025 grant dollars.
How large is Locati Edge?
Locati Edge reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $58K (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 Locati Edge fund?
Locati Edge’s website says it encourages young people to express their goals and dreams and to pursue opportunities that may otherwise be unavailable. The 2025 grants listed in its filing include support for equipment, lessons, extracurricular activities, travel, and program fees. See mission & focus areas ↑
How do I apply for a grant from Locati Edge?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Locati Edge accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 6, 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 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
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Figures come from Locati Edge'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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