Montana Charitable Foundation
Montana Charitable Foundation is a private foundation, 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.
Montana Charitable Foundation at a glance
In short: Montana Charitable Foundation gave $11K across 9 grants in 2021 (avg $1K), top state Montana. Source: 2021 IRS Form 990-PF.
- Annual giving (2021)
- $10,881
- +275.2% vs 2020
- Grants made (2021)
- 9
- +125.0% vs 2020
- Average grant
- $1,209
- +66.8% vs 2020
- Median grant
- $1,200
- Primary geography
- Montana (41% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990-PF, 2021 View filing
Data from IRS Form 990-PF, 2021; updated September 2026.
Who Montana Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2021
The largest 2021 recipient was Love Inc ($3K). Together the top 8 received $11K.
Organizations only. It also paid 1 grant to individuals ($250), which are not listed by name.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 9 itemized grants.
Cities
How Montana Charitable Foundation gives
- In 2021 it paid out well above its IRS minimum distribution (the 5% rule). 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 2020 to 2021, annual grant giving ranged from $3K (2020) to $11K (2021). In 2021 it made 9 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Love Inc Bozeman, MT | Provide Funds to Support People in Need | $2,845 |
| Childhelp Scottsdale, AZ | Provide Funds to Support Victims of Child Abuse | $2,500 |
| Fellowship of Christian Athletes Kansas City, MO | Provide Funds to Support Sports Ministry | $2,000 |
| ZOE Care Bozeman, MT | Support family health and pregnancy resources for people in need | $1,236 |
| CRU Orlando, FL | Provide Funds for Worldwide Missions | $1,200 |
| Grit Quest Sioux Falls, SD | Provide Funds to Support Catholic Mens Outdoor Activities | $500 |
| 1 grant to individuals Recipients not named | — | $250 |
| St Catherine Fairfield, CT | Provide funds for medical expenses for families in need | $250 |
| Bridger Ski Foundation Bozeman, MT | Provide funds to support ski activities for needy individuals | $100 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2021 | — | $1,001 | $10,881 | $10,881 | 9 | $10,881 | $1 | $165 |
| 2020 | $9,880 | $206 | $3,319 | $2,900 | 4 | — | $6 | $554 |
Under IRS private-foundation payout rules, Montana Charitable Foundation reported a distributable amount of $165 for 2021 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Montana Charitable Foundation is led by Phillip Olsen, President on every filing since 2020; none of the 5 officers listed in 2021 report compensation.
Officers on the 2021 filing
Phillip Olsen
President
On filings since 2020
1 hr/week
No compensation reported
Brooke Roush
Director
On filings since 2020
1 hr/week
No compensation reported
Teril Parker
Director
On filings since 2020
1 hr/week
No compensation reported
Tracey Theofiledes
Director
On filings since 2020
1 hr/week
No compensation reported
Connie Olsen
Vice President
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "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 Montana Charitable Foundation
How much does Montana Charitable Foundation give each year?
Montana Charitable Foundation gave $11K across 9 grants in 2021, according to its 2021 IRS Form 990-PF. In 2020 it gave $3K across 4 grants.
What is Montana Charitable Foundation's typical grant size?
Montana Charitable Foundation's median grant in 2021 was $1,200, and its average grant was $1,209, across 9 grants on its 2021 IRS Form 990-PF.
Where does Montana Charitable Foundation give grants?
Montana Charitable Foundation's top state is Montana, with 41% of the grant dollars itemized on its 2021 IRS Form 990-PF. The next largest states were Arizona (23%) and Missouri (18%). The most frequent recipient cities were Bozeman, MT (3 grants).
Does Montana Charitable Foundation give general operating support?
Not in 2021: none of the 9 grants with a stated purpose on Montana Charitable Foundation's 2021 IRS Form 990-PF were described as general or operating support.
Who are Montana Charitable Foundation's largest grantees?
Montana Charitable Foundation's largest 2021 grantees include Love Inc ($2,845), Childhelp ($2,500) and Fellowship of Christian Athletes ($2,000), according to its 2021 IRS Form 990-PF. It also paid 1 grant to individuals ($250), which are not listed by name. Together they received 68% of its itemized 2021 grant dollars.
How much is Montana Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2021, Montana Charitable Foundation reported a distributable amount of $165 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Montana Charitable Foundation's EIN?
Montana Charitable Foundation's EIN (Employer Identification Number) is 30-0045997. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
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