Montana Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2021. In 2021, it awarded 9 grants totaling $11K. Net investment income was $1.
Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$11K
+275.2% YoY
Grant Count
9
+125.0% YoY
Avg Grant Size
$1K
+66.8% YoY
About Montana Charitable Foundation
Based on IRS filings
Montana Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. IRS filing data is available from 2020 through 2021. In 2021, it awarded 9 grants totaling $11K. Net investment income was $1.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | — | $9,880 |
| Revenue | $1,001 | $206 |
| Expenses | $10,881 | $3,319 |
| Qualifying Distributions | $10,881 | — |
| Net Investment Income | $1 | $6 |
| Distributable Amount | $165 | $554 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2021
Grant Size Distribution
13 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2021 IRS filing
From 2021 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHILLIP OLSEN | PRESIDENT | 1 | — |
| CONNIE OLSEN | VICE PRESIDENT | 1 | — |
| TERIL PARKER | DIRECTOR | 1 | — |
| BROOKE ROUSH | DIRECTOR | 1 | — |
| TRACEY THEOFILEDES | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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