Montana Forever Foundation
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
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
In 2022 it made 1 grant totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Institut Montana Zugerberg Ag | Donation | $6,045 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | — | — | $876 | — | — | — | $43 |
| 2022 | $876 | $7,000 | $6,124 | $6,045 | 1 | $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
- IRS filings on file for fiscal years 2022–2024
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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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