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
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.
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
Among its reported 2021 grants, the largest include Love Inc ($2,845), Childhelp ($2,500), Fellowship of Christian Athletes ($2,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDHELP SCOTTSDALE, AZ | PROVIDE FUNDS TO SUPPORT VICTIMS OF CHILD ABUSE | $2,500 |
| LOVE INC BOZEMAN, MT | PROVIDE FUNDS TO SUPPORT PEOPLE IN NEED | $2,845 |
| VARIOUS NEEDY INDIVIDUALS BOZEMAN, MT | PROVIDE FUNDS FOR MEDICAL EXPENSES FOR PEOPLE IN NEED | $250 |
| ZOE CARE BOZEMAN, MT | SUPPORT FAMILY HEALTH AND PREGNANCY RESOURCES FOR PEOPLE IN NEED | $1,236 |
| ST CATHERINE FAIRFIELD, CT | PROVIDE FUNDS FOR MEDICAL EXPENSES FOR FAMILIES IN NEED | $250 |
| FELLOWSHIP OF CHRISTIAN ATHLETES KANSAS CITY, MO | PROVIDE FUNDS TO SUPPORT SPORTS MINISTRY | $2,000 |
| GRIT QUEST SIOUX FALLS, SD | PROVIDE FUNDS TO SUPPORT CATHOLIC MENS OUTDOOR ACTIVITIES | $500 |
| CRU ORLANDO, FL | PROVIDE FUNDS FOR WORLDWIDE MISSIONS | $1,200 |
| BRIDGER SKI FOUNDATION BOZEMAN, MT | PROVIDE FUNDS TO SUPPORT SKI ACTIVITIES FOR NEEDY INDIVIDUALS | $100 |
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
Frequently Asked Questions
What is Montana Charitable Foundation?
Montana Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOZEMAN, MT. It holds — in total assets as of 2021.
Where does Montana Charitable Foundation operate?
Montana Charitable Foundation has awarded grants in Arizona, Connecticut, Florida, Missouri, Montana, Pennsylvania, South Dakota.
What size grants does Montana Charitable Foundation award?
In 2021, Montana Charitable Foundation awarded 9 grants totaling $11K — an average of about $1K per grant, based on its IRS Form 990 filings.
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.
Explore Open Grants
Browse active grant opportunities in Montana Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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