Marselius & Verna LS Rolfson Charitable Tr
Marselius & Verna LS Rolfson Charitable Tr is a private foundation focused on Philanthropy, based in Billings, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $61K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $1K.
Key facts about Marselius & Verna LS Rolfson Charitable Tr
In short: Marselius & Verna LS Rolfson Charitable Tr gave $2K across 1 grant in 2025 (avg $2K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- EIN
- 81-6081306
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,000
- Grants made (2025)
- 1
- Average grant
- $2,000
- Median grant
- $2,000
- Total assets
- $60,574
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$61K
-4.5% YoY
Annual Giving
$2K
-33.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2K
-33.3% YoY
Under IRS private-foundation payout rules, Marselius & Verna LS Rolfson Charitable Tr reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
How Marselius & Verna LS Rolfson Charitable Tr gives
- 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CASA OF LAKE AND SANDER COUNTY Polson, MT | PROGRAM SUPPORT | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $60,574 | $63,458 | $62,237 |
| Revenue | $1,691 | $6,694 | $5,296 |
| Expenses | $4,591 | $5,469 | $9,779 |
| Qualifying Distributions | $3,641 | $4,541 | $9,012 |
| Net Investment Income | $1,336 | $5,876 | $4,463 |
| Distributable Amount | $3,505 | $3,345 | $3,245 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 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 May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 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 May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
Leadership & Key People
Officers and directors from IRS filings
Marselius & Verna LS Rolfson Charitable Tr's only listed officer is First Interstate Bank, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
First Interstate Bank
Trustee
On filings since 2019
1 hr/week
$963 (2019) → $1K (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
Frequently asked questions about Marselius & Verna LS Rolfson Charitable Tr
How much does Marselius & Verna LS Rolfson Charitable Tr give each year?
Marselius & Verna LS Rolfson Charitable Tr gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is Marselius & Verna LS Rolfson Charitable Tr?
Marselius & Verna LS Rolfson Charitable Tr reported $61K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What is Marselius & Verna LS Rolfson Charitable Tr?
Marselius & Verna LS Rolfson Charitable Tr is a private foundation focused on Philanthropy, based in Billings, MT. It holds $61K in total assets as of 2025.
Where does Marselius & Verna LS Rolfson Charitable Tr operate?
Marselius & Verna LS Rolfson Charitable Tr has awarded grants in Montana.
What is Marselius & Verna LS Rolfson Charitable Tr's EIN?
Marselius & Verna LS Rolfson Charitable Tr's EIN (Employer Identification Number) is 81-6081306. 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.
Here's the math on researching Marselius & Verna LS Rolfson Charitable Tr by hand.
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