Marselius & Verna Ls Rolfson Charitable Tr

BILLINGS, MT EIN: 81-6081306

Marselius & Verna Ls Rolfson Charitable Tr is a private foundation focused on Philanthropy, based in BILLINGS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $63K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$63K

+2.0% YoY

Annual Giving

$3K

-60.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-60.2% YoY

Under IRS private-foundation payout rules, Marselius & Verna Ls Rolfson Charitable Tr reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.

About Marselius & Verna Ls Rolfson Charitable Tr

Based on IRS filings

Focus Areas

Philanthropy Foundations

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $17K (100%)

States

Montana

Cities

Polson

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$63,458	$62,237	$66,741
Revenue	$6,694	$5,296	$151
Expenses	$5,469	$9,779	$2,434
Qualifying Distributions	$4,541	$9,012	$1,436
Net Investment Income	$5,876	$4,463	$1,019
Distributable Amount	$3,345	$3,245	$3,534

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 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Casa of Lake and Sander County ($3,000).

Recipient	Purpose	Amount
CASA OF LAKE AND SANDER COUNTY POLSON, MT	PROGRAM SUPPORT	$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FIRST INTERSTATE BANK	TRUSTEE	1	$1,004

Subject Areas

Focus areas based on grantmaking activity

Philanthropy Foundations

Frequently Asked Questions

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 $63K in total assets as of 2024.

How large is Marselius & Verna Ls Rolfson Charitable Tr?

As of 2024, Marselius & Verna Ls Rolfson Charitable Tr holds $63K in total assets with $7K in annual revenue. It awarded 1 grants totaling $3K in 2024.

Where does Marselius & Verna Ls Rolfson Charitable Tr operate?

Marselius & Verna Ls Rolfson Charitable Tr has awarded grants in Montana.

What size grants does Marselius & Verna Ls Rolfson Charitable Tr award?

In 2024, Marselius & Verna Ls Rolfson Charitable Tr awarded 1 grants totaling $3K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Marselius & Verna Ls Rolfson Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marselius & Verna Ls Rolfson Charitable Tr reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.