Schatzi Family Foundation Inc
Schatzi Family Foundation Inc is a private foundation, based in Billings, MT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 9 grants totaling $56K. Net investment income was $14K.
Schatzi Family Foundation Inc at a glance
In short: Schatzi Family Foundation Inc gave $56K across 9 grants in 2025 (avg $6K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $56,100
- -13.6% vs 2024
- Grants made (2025)
- 9
- -10.0% vs 2024
- Average grant
- $6,233
- -4.0% vs 2024
- Median grant
- $5,000
- Total assets
- $1,172,415
- -3.3% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Schatzi Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Off the Streets ($11K). Together the top 9 received $56K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Schatzi Family Foundation Inc gives
- Giving grew 5510% from 2022 to 2025. Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2022 to 2025, annual grant giving ranged from $1K (2022) to $65K (2024). In 2025 it made 9 grants totaling $56K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Off the Streets Billings, MT | Philanthropic Purpose | $11,000 |
| CLDI Billings Billings, MT | Philanthropic Purpose | $10,000 |
| Billings Catholic Schools Billings, MT | Philanthropic Purpose | $7,100 |
| Catholic Social Services of Montana Missoula, MT | Philanthropic Purpose | $7,000 |
| Montana Family Institute Laurel, MT | Philanthropic Purpose | $5,000 |
| Child Bridge Billings, MT | Philanthropic Purpose | $5,000 |
| Montana Rescue Mission Billings, MT | Philanthropic Purpose | $5,000 |
| La Vie Billings, MT | Philanthropic Purpose | $5,000 |
| St Joseph's Hardin Hardin, MT | Philanthropic Purpose | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,172,415 | $22,419 | $62,001 | $56,100 | 9 | $58,715 | $14,346 | $63,427 |
| 2024 | $1,211,997 | $18,258 | $70,099 | $64,935 | 10 | $66,985 | $15,333 | $63,986 |
| 2023 | $1,263,838 | $15,844 | $59,880 | $54,139 | 12 | $56,849 | $13,583 | $63,580 |
| 2022 | $1,307,743 | $932,718 | $4,475 | $1,000 | 1 | $2,604 | $22,978 | $58,880 |
| 2021 | $379,500 | $379,500 | — | — | — | — | — | $102 |
Under IRS private-foundation payout rules, Schatzi Family Foundation Inc reported a distributable amount of $63K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Schatzi Family Foundation Inc is led by Ernie Dutton, President on every filing since 2021; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ernie Dutton
President
On filings since 2021
3 hrs/week
No compensation reported
Cody Dutton
Secretary
On filings since 2021
1 hr/week
No compensation reported
Katie Scheetz
Vice President
On filings since 2021
1 hr/week
No compensation reported
Leanne Dutton
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Schatzi Family Foundation Inc
How much does Schatzi Family Foundation Inc give each year?
Schatzi Family Foundation Inc gave $56K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 10 grants.
What is Schatzi Family Foundation Inc's typical grant size?
Schatzi Family Foundation Inc's median grant in 2025 was $5,000, and its average grant was $6,233, across 9 grants on its 2025 IRS Form 990-PF.
Where does Schatzi Family Foundation Inc give grants?
Schatzi Family Foundation Inc gives mostly in Montana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Billings, MT (6 grants).
Does Schatzi Family Foundation Inc give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Schatzi Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Philanthropic Purpose" (9 grants).
Who are Schatzi Family Foundation Inc's largest grantees?
Schatzi Family Foundation Inc's largest 2025 grantees include Off the Streets ($11,000), CLDI Billings ($10,000) and Billings Catholic Schools ($7,100), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Schatzi Family Foundation Inc?
Schatzi Family Foundation Inc reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $59K in qualifying distributions that year, against a required minimum of $63K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Schatzi Family Foundation Inc's EIN?
Schatzi Family Foundation Inc's EIN (Employer Identification Number) is 87-4123319. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS September 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
- IRS filings on file for fiscal years 2021–2024
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