Montana Forever Foundation

Private foundation · Grantmaker San Antonio, TX EIN: 84-3847576

Montana Forever Foundation is a private foundation focused on Education, based in San Antonio, TX. IRS filing data is available from 2022 through 2024.

Montana Forever Foundation at a glance

Expenses (2024)
$876
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Montana Forever Foundation funds

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

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

The most common grant size was under $50K: 1 grant of 1 (100%).

How Montana Forever Foundation gives

  • In 2022 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

$0$2K$4K$6K$8K1 grant2022 0 grants2024

In 2022 it made 1 grant totaling $6K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Institut Montana Zugerberg Ag Donation$6,045
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsDistributable Amount
2024——$876———$43
2022$876$7,000$6,124$6,0451$6,045$84

Under IRS private-foundation payout rules, Montana Forever Foundation reported a distributable amount of $43 for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Montana Forever Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Lauren McCarthy

    Member

    On filings since 2022

    No compensation reported

  • Janet Scott

    Member

    New on the 2024 filing

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Hugh Scott (2022) — Member
  • Former: Peter Oherlein (2022) — Member

Data from IRS Form 990 filings, 2022–2024. "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 Forever Foundation

What is Montana Forever Foundation?

Montana Forever Foundation is a private foundation focused on Education, based in San Antonio, TX.

How much is Montana Forever Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Montana Forever Foundation reported a distributable amount of $43 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Montana Forever Foundation's EIN?

Montana Forever Foundation's EIN (Employer Identification Number) is 84-3847576. IRS Form 990 filing data is available on this page for 2022–2024.

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

  1. IRS filings on file for fiscal years 2022–2024

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

Figures come from Montana Forever Foundation'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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