Marshall and Mary Brondum Special Assistance Foundation Inc
The Marshall and Mary Brondum Special Assistance Foundation Inc. is a private foundation based in Missoula, Montana. Its purpose is to financially aid individuals whose needs are not or cannot be met by existing charities or agencies, particularly needs related to medical care, adaptive lifestyles, and financial assistance. It primarily serves Montana and may also support charities with similar purposes and functions.
Marshall and Mary Brondum Special Assistance Foundation Inc at a glance
In short: Marshall and Mary Brondum Special Assistance Foundation Inc gave $266K across 84 grants in 2025 (avg $3K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $266,053
- +11.8% vs 2024
- Grants made (2025)
- 84
- +20.0% vs 2024
- Average grant
- $3,167
- -6.8% vs 2024
- Median grant
- $2,000
- Total assets
- $5,617,053
- +2.8% vs 2024
- Primary geography
- Montana (92% 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 Marshall and Mary Brondum Special Assistance Foundation Inc
- How to Apply
-
The website says to request an application by mail or by calling the foundation’s 24-hour voice message center. The 2024 filing describes an attached application form. The foundation does not restrict giving to preselected organizations, according to its 2024 filing.
- Review Cycle
- The website lists December 15 for the January meeting, March 15 for April, June 15 for July, and September 15 for October. As of October 2, 2026, the September 15 deadline has passed; the next listed deadline is December 15, 2026. The 2024 filing instead states that applications are due 45 days before quarterly meetings in April, July, October, and January.
- Deadline
- The website lists December 15 for the January meeting, March 15 for April, June 15 for July, and September 15 for…
- Contact
Application contact: Mmbsa Foundation
Mailing address: PO Box 3106, Missoula, MT 59806-3106
Phone: (406) 549-4148
Website: https://brondumfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Marshall and Mary Brondum Special Assistance Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Angel Flight West ($10K). Together the top 10 received $69K.
Organizations only. It also paid 67 grants to individuals ($189,913), which are not listed by name.
Grant Size Distribution
381 grants across all recorded years
The most common grant size was under $50K: 380 grants of 381 (100%).
Geographic Focus
Where this funder awards grants
The website says the foundation primarily serves Montana. The 2024 filing describes award restrictions as “primarily Northwest USA.” In 2025, 92% of grant dollars went to recipients in Montana, 4% to California, and 4% to Nebraska.
Grant Distribution by State
Share of 2025 grant dollars across all 84 itemized grants.
States
Cities
How Marshall and Mary Brondum Special Assistance Foundation Inc gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 95% 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 2021 to 2025, annual grant giving ranged from $229K (2021) to $291K (2022). In 2025 it made 84 grants totaling $266K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 39 grants to individuals Recipients not named | — | $158,292 |
| Angel Flight West Santa Monica, CA | Local Support | $10,000 |
| Mission Valley Senior Center Ronan, MT | Local Support | $10,000 |
| Missoula Aging Services Missoula, MT | Local Support | $10,000 |
| Partners Hope Foundation Missoula, MT | Local Support | $10,000 |
| Radio Talking Book Service Omaha, NE | Local Support | $10,000 |
| Catalyst for Change Big Timber, MT | Local Support | $5,000 |
| Summit Independent Living Missoula, MT | Local Support | $5,000 |
| Christmas 2024 - Board Donations Missoula, MT | Local Support | $3,000 |
| Peace Place Great Falls, MT | Local Support | $3,000 |
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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 | $5,617,053 | $476,918 | $331,728 | $266,053 | 84 | $295,201 | $463,628 | $309,149 |
| 2024 | $5,464,278 | $316,095 | $294,688 | $237,944 | 70 | $257,063 | $302,234 | $268,593 |
| 2023 | $5,447,227 | $737,016 | $343,199 | $282,713 | 85 | $301,688 | $721,157 | $253,467 |
| 2022 | $5,055,741 | $933,398 | $352,013 | $290,566 | 76 | $307,503 | $920,310 | $318,513 |
| 2021 | $4,468,728 | $442,402 | $281,350 | $229,238 | 66 | — | $434,003 | $267,071 |
Under IRS private-foundation payout rules, Marshall and Mary Brondum Special Assistance Foundation Inc reported a distributable amount of $309K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation states that it may assist with prostheses and equipment to maintain self-sufficiency, service animals, limited home modifications for physical handicaps, attendant costs, nutritional needs programs, specialized transportation, services for people with print impairments, limited medical expenses, hearing, sign and speech services, and physical therapy. It does not fund house payments, rent, utilities, past bills, purchases made before receipt of a joint-payee grant check, or repetitive ongoing expenses.
The foundation may also support organizations with similar purposes. Among its 2025 grantees, Partners Hope Foundation describes its mission as building and sustaining a hospice center providing end-of-life care, education, and community support. Radio Talking Book Service says it connects people who are blind, have low vision, or are print-impaired with news, information, arts, and culture. An individual recipient describes its work as arranging free air transportation for people with health-care and other compelling travel needs. Catalyst for Change says it works to improve mental health and well-being in Montana and reduce deaths by suicide.
Grantmaking
In filing year 2025, the foundation made 84 grants totaling $266,053. Grants ranged from $250 to $13,735, with a median grant of $2,000. Notable grants included $10,000 each to an individual recipient, Mission Valley Senior Center, Missoula Aging Services, Partners Hope Foundation, and Radio Talking Book Service; $5,000 to Catalyst for Change; and $3,000 each to two individual recipients
The foundation’s website says its board meets quarterly and describes a one-page application process. The board may table an application for more information, deny it, provide partial or matched funding, or approve it. Applicants are notified within 15 days after a board meeting, and approved grants are generally funded within 30 days. Immediate or emergency funding is generally not possible. Funded applicants must submit a project report. The 2024 filing states that an application form is attached and gives the application contact as MMBSA Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Ken Caruso as president and Kathy Flynn, Sabrina White, Candie Stover, and Tim Marinan as trustees.
Marshall and Mary Brondum Special Assistance Foundation Inc is led by Ken Caruso, President on every filing since 2021; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ken Caruso
President
On filings since 2021
1 hr/week
No compensation reported
Candie Stover
Trustee
On filings since 2021
1 hr/week
No compensation reported
Kathy Flynn
Trustee
On filings since 2021
1 hr/week
No compensation reported
Sabrina White
Trustee
On filings since 2021
1 hr/week
No compensation reported
Tim Marinan
Trustee
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Marshall and Mary Brondum Special Assistance Foundation Inc
How much does Marshall and Mary Brondum Special Assistance Foundation Inc give each year?
Marshall and Mary Brondum Special Assistance Foundation Inc gave $266K across 84 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $238K across 70 grants.
What is Marshall and Mary Brondum Special Assistance Foundation Inc's typical grant size?
Marshall and Mary Brondum Special Assistance Foundation Inc's median grant in 2025 was $2,000, and its average grant was $3,167, across 84 grants on its 2025 IRS Form 990-PF.
Where does Marshall and Mary Brondum Special Assistance Foundation Inc give grants?
Marshall and Mary Brondum Special Assistance Foundation Inc gives mostly in Montana: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Missoula, MT (10 grants) and Ronan, MT (2 grants).
Does Marshall and Mary Brondum Special Assistance Foundation Inc give general operating support?
Not in 2025: none of the 84 grants with a stated purpose on Marshall and Mary Brondum Special Assistance Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Assistive Equipment/Dev" (29 grants), "Local Support" (19 grants) and "Sight" (16 grants).
Who are Marshall and Mary Brondum Special Assistance Foundation Inc's largest grantees?
Marshall and Mary Brondum Special Assistance Foundation Inc's largest 2025 grantees include Angel Flight West ($10,000), Mission Valley Senior Center ($10,000) and Missoula Aging Services ($10,000), according to its 2025 IRS Form 990-PF. It also paid 67 grants to individuals ($189,913), which are not listed by name. Together they received 11% of its itemized 2025 grant dollars.
How large is Marshall and Mary Brondum Special Assistance Foundation Inc?
Marshall and Mary Brondum Special Assistance Foundation Inc reported $5.6M in total assets on its 2025 IRS Form 990-PF. It paid out $295K in qualifying distributions that year, against a required minimum of $309K (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 Marshall and Mary Brondum Special Assistance Foundation Inc fund?
The foundation states that it may assist with prostheses and equipment to maintain self-sufficiency, service animals, limited home modifications for physical handicaps, attendant costs, nutritional needs programs, specialized transportation, services for people with print impairments, limited medical expenses, hearing, sign and speech services, and physical therapy. See mission & focus areas ↑
How do I apply for a grant from Marshall and Mary Brondum Special Assistance Foundation Inc?
The website says to request an application by mail or by calling the foundation’s 24-hour voice message center. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Marshall and Mary Brondum Special Assistance Foundation Inc's EIN?
Marshall and Mary Brondum Special Assistance Foundation Inc's EIN (Employer Identification Number) is 36-3700887. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 1, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 16, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS July 18, 2025)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Marshall and Mary Brondum Special Assistance Foundation Inc funder profile. GrantGraph. Retrieved October 26, 2026, from https://grantable.co/funders/marshall-and-mary-brondum-special-assistance-foundation-inc-morg_98f1faa93fd848cda624f42d86f0b919
BibTeX
@misc{grantable_363700887_2026,
author = {{Grantable}},
title = {{Marshall and Mary Brondum Special Assistance Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/marshall-and-mary-brondum-special-assistance-foundation-inc-morg_98f1faa93fd848cda624f42d86f0b919},
note = {Accessed 2026-10-26. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Marshall and Mary Brondum Special Assistance Foundation Inc'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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