Montana Charitable Foundation
BOZEMAN, MT EIN: 30-0045997
Financial Overview
From 2021 IRS Form 990-PF
Total Assets
—
-100.0% YoY
Annual Giving
$11K
+275.2% YoY
Grant Count
9
+125.0% YoY
Avg Grant Size
$1K
+66.8% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does Montana Charitable Foundation fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Montana $6K (43%)
Arizona $3K (18%)
Florida $3K (18%)
Missouri $2K (15%)
South Dakota $500 (4%)
Connecticut $250 (2%)
Pennsylvania $100 (1%)
Cities
BozemanFairfieldKansas CityOrlandoPhiladelphiaScottsdaleSioux Falls
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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