The Allegiance Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MISSOULA, MT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $56K in total assets. In 2024, it awarded 5 grants totaling $30K. Net investment income was $160.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$56K
+21.1% YoY
Annual Giving
$30K
Grant Count
5
Avg Grant Size
$6K
Under IRS private-foundation payout rules, The Allegiance Foundation Inc reported a distributable amount of $3K for 2024 — the minimum it must pay out in qualifying distributions.
About The Allegiance Foundation Inc
Based on IRS filings
The Allegiance Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MISSOULA, MT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $56K in total assets. In 2024, it awarded 5 grants totaling $30K. Net investment income was $160.
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 | 2024 | 2023 |
|---|---|---|
| Total Assets | $56,040 | $46,294 |
| Revenue | $93,445 | $46,294 |
| Expenses | $83,699 | — |
| Qualifying Distributions | $55,693 | — |
| Net Investment Income | $160 | $3 |
| Distributable Amount | $3,138 | $91 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Maranda Clark ($6,000), Sergio Franco-vilalobos ($6,000), Stephanie Oberg ($6,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MARANDA CLARK CASCADE, MT | MEDICAL ASSISTANCE | $6,000 |
| SERGIO FRANCO-VILALOBOS ODESSA, TX | MEDICAL ASSISTANCE | $6,000 |
| STEPHANIE OBERG STAUNTON, VA | MEDICAL ASSISTANCE | $6,000 |
| FAWN SCHMITT COLUMBUS, MT | MEDICAL ASSISTANCE | $6,000 |
| CIERRA WALLACE CARBONDALE, IL | MEDICAL ASSISTANCE | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| STEPHEN TAHTA | PRESIDENT | 1 | — |
| AARON BAY | VICE PRESIDENT | 1 | — |
| RICHARD DANIELS | TREASURER | 1 | — |
| AMBER GODBOUT | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Allegiance Foundation Inc?
The Allegiance Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MISSOULA, MT. It holds $56K in total assets as of 2024.
How large is The Allegiance Foundation Inc?
As of 2024, The Allegiance Foundation Inc holds $56K in total assets with $93K in annual revenue. It awarded 5 grants totaling $30K in 2024.
Where does The Allegiance Foundation Inc operate?
The Allegiance Foundation Inc has awarded grants in Illinois, Montana, Texas, Virginia.
What size grants does The Allegiance Foundation Inc award?
In 2024, The Allegiance Foundation Inc awarded 5 grants totaling $30K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is The Allegiance Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Allegiance Foundation Inc reported a distributable amount of $3K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Allegiance Foundation Inc's EIN?
The Allegiance Foundation Inc's EIN (Employer Identification Number) is 93-2314943. IRS Form 990 filing data is available on this page for 2023–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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