Mary Baker Emerick Trust the University of Montana Western Found

Public charity · Grantmaker Dillon, MT EIN: 81-6053279

Earnings provide for maintenance and equipment.

Mary Baker Emerick Trust the University of Montana Western Found at a glance

In short: Mary Baker Emerick Trust the University of Montana Western Found gave $81K across 1 grant in 2026 (avg $81K), mostly in Montana. Source: 2026 IRS Form 990.

Annual giving (2026)
$80,846
+3.0% vs 2025
Grants made (2026)
1
+0.0% vs 2025
Average grant
$80,846
+3.0% vs 2025
Median grant
$80,846
Total assets
$2,465,465
+16.4% vs 2025
Primary geography
Montana (100% of itemized 2026 grant dollars)
Latest 990 filing
Form 990, 2026 View filing

Data from IRS Form 990, 2026; updated September 2026.

Who Mary Baker Emerick Trust the University of Montana Western Found funds

How this funder distributes its grants

Top Recipients

Top recipient in 2026

University of Mt Western: $81KUniversity of Mt Western$81K

The largest 2026 recipient was University of Mt Western ($81K).

Grant Size Distribution

5 grants across all recorded years

2<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

Dillon

How Mary Baker Emerick Trust the University of Montana Western Found gives

  • Giving grew 324% from 2023 to 2026. Method

From the foundation's IRS Form 990 filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2020 to 2026, annual grant giving ranged from $19K (2023) to $132K (2021). In 2026 it made 1 grant totaling $81K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University of Mt Western Dillon, MTEquipment and Supplies$80,846
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2026$2,465,465$238,784$89,415$80,8461$238,784
2025$2,117,389$360,891$86,796$78,5171$360,891
2024$2,032,584$70,725$74,868$40,0001$70,725
2023$1,869,572$55,828$26,093$19,0721$55,828
2022$1,746,227$158,218$80,262$72,4661$158,218
2021$1,940,000$167,099$140,999$132,2331$167,099
2020$1,387,092$85,815$57,109$46,5341$85,815

About Mary Baker Emerick Trust the University of Montana Western Found

Based on IRS filings

Mary Baker Emerick Trust the University of Montana Western Found is a public charity focused on Education, based in Dillon, MT. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $2.5M in total assets. In 2026, it awarded 1 grant totaling $81K. Net investment income was $239K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

Mary Baker Emerick Trust the University of Montana Western Found is led by Roxanne Engellant, Executive Director on every filing since 2020; none of the 3 officers listed in 2026 report compensation.

Officers on the 2026 filing

  • Roxanne Engellant

    Executive Director

    On filings since 2020

    No compensation reported

  • Johnny Maclean

    Trustee

    On filings since 2021

    No compensation reported

  • Michael Reid

    Trustee

    On filings since 2021

    No compensation reported

Former officers (2)
  • Former: Evelyn Hively (2020) — Trustee
  • Former: Jim Corr (2020) — Trustee

Data from IRS Form 990 filings, 2020–2026. "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 Mary Baker Emerick Trust the University of Montana Western Found

How much does Mary Baker Emerick Trust the University of Montana Western Found give each year?

Mary Baker Emerick Trust the University of Montana Western Found gave $81K across 1 grant in 2026, according to its 2026 IRS Form 990. In 2025 it gave $79K across 1 grant.

How large is Mary Baker Emerick Trust the University of Montana Western Found?

Mary Baker Emerick Trust the University of Montana Western Found reported $2.5M in total assets on its 2026 IRS Form 990. Its revenue that year was $239K.

What is Mary Baker Emerick Trust the University of Montana Western Found?

Mary Baker Emerick Trust the University of Montana Western Found is a public charity focused on Education, based in Dillon, MT. It holds $2.5M in total assets as of 2026.

Where does Mary Baker Emerick Trust the University of Montana Western Found operate?

Mary Baker Emerick Trust the University of Montana Western Found has awarded grants in Montana.

What is Mary Baker Emerick Trust the University of Montana Western Found's EIN?

Mary Baker Emerick Trust the University of Montana Western Found's EIN (Employer Identification Number) is 81-6053279. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2026 (received by the IRS August 18, 2026)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
  3. Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
  4. Updated Form 990 for fiscal year 2024 (received by the IRS May 15, 2025)
  5. Added Form 990 for fiscal year 2025 (received by the IRS May 5, 2026)
  6. Updated Form 990 for fiscal year 2020 (received by the IRS August 17, 2020)
  7. Updated Form 990 for fiscal year 2021 (received by the IRS May 3, 2022)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Mary Baker Emerick Trust the University of Montana Western Found'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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