The Foundation for the Diocese of Helena Inc
The foundation's mission is to serve and strengthen the people, parishes, ministries and apostolic mission of the roman catholic diocese of helena (referred to as "the diocese" in this return).
The Foundation for the Diocese of Helena Inc at a glance
In short: The Foundation for the Diocese of Helena Inc gave $80K across 1 grant in 2025 (avg $80K), mostly in Montana. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $79,764
- -17.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $79,764
- -17.5% vs 2024
- Median grant
- $79,764
- Total assets
- $71,903,287
- +16.7% vs 2024
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who The Foundation for the Diocese of Helena Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Roman Catholic Bishop of Helena- Diocese of Helena ($80K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How The Foundation for the Diocese of Helena Inc gives
- Giving grew 218% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $8K (2021) to $97K (2023). In 2025 it made 1 grant totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Roman Catholic Bishop of Helena- Diocese of Helena Helena, MT | Unrestricted Donations to the Ministry. | $79,764 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $71,903,287 | $19,071,109 | $17,739,328 | $79,764 | 1 | $1,949,952 |
| 2024 | $61,595,573 | $24,306,432 | $18,782,284 | $96,666 | 1 | $1,393,446 |
| 2023 | $43,087,944 | $4,181,689 | $2,459,549 | $97,408 | 1 | $972,694 |
| 2022 | $37,954,337 | $1,839,455 | $1,737,477 | $25,064 | 1 | $952,347 |
| 2021 | $42,536,378 | $8,258,452 | $1,735,365 | $7,608 | 1 | $7,871,745 |
| 2020 | $36,778,470 | $1,942,609 | $1,632,531 | $16,670 | 1 | $1,547,692 |
| 2019 | $36,707,524 | $2,029,221 | $1,870,751 | $10,907 | 1 | $1,513,648 |
About The Foundation for the Diocese of Helena Inc
Based on IRS filings
The Foundation for the Diocese of Helena Inc is a public charity focused on religion, based in Helena, MT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $71.9M in total assets. In 2025, it awarded 1 grant totaling $80K. Net investment income was $1.9M.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
The Foundation for the Diocese of Helena Inc is led by Daniel Thies, Executive Director since 2022 (on filings since 2021); 1 of 16 officers listed in 2025 is compensated.
Officers on the 2025 filing
Daniel Thies
Executive Director
Incoming Executive Director → Executive Director, 2022
On filings since 2021
40 hrs/week
$82K (2022) → $108K (2025)
Rona Davison CPA
President
Secretary → Vice President, 2022
Vice President → President, 2024
On filings since 2019
1 hr/week
No compensation reported
Jennifer Schmitt
Trustee
On filings since 2019
1 hr/week
No compensation reported
Jim McDonald CPA
Trustee
Trustee → Treasurer, 2020
Treasurer → Trustee, 2024
On filings since 2019
1 hr/week
No compensation reported
Lorraine Debruycker
Trustee
On filings since 2021
1 hr/week
No compensation reported
Tom Haffey
Trustee
On filings since 2021
1 hr/week
No compensation reported
Deacon Charlie Harball
Trustee
On filings since 2022
1 hr/week
No compensation reported
Laura Humberger Cpa Pmp MBA
Trustee
On filings since 2022
1 hr/week
No compensation reported
Tim Fox
Trustee
On filings since 2022
1 hr/week
No compensation reported
Dwight O'Hara
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Kathy Sampson CPA
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Shannon Curry
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Erica Matelich
Vice President
Trustee → Secretary, 2022
Secretary → Vice President, 2024
On filings since 2019
1 hr/week
No compensation reported
John Talia CPA
Immediate Past President
Vice President → President, 2022
President → Immediate Past President, 2024
On filings since 2019
1 hr/week
No compensation reported
Joe Fleming
Secretary
Trustee → Secretary, 2024
On filings since 2020
1 hr/week
No compensation reported
Carl Rummel Cgma CPA
Treasurer
Trustee → Treasurer, 2024
On filings since 2023
1 hr/week
No compensation reported
Former officers (13)
- Former: Deacon Doug Cordier (2019–2024) — Immediate Past President
- Former: Helen McCarthy Esq. (2019–2024) — Trustee
- Former: Rod Christiaens (2019–2024) — Trustee
- Former: Ron Johnson (2019–2023) — Trustee
- Former: Jeanne Saarinen (2019–2021) — Outgoing Executive Director
- Former: Pat McCutcheon (2019–2021) — Trustee
- Former: Pete Ridgeway (2019–2021) — Immediate Past President
- Former: Tom Weiner (2019–2020) — Trustee
- Former: Bart Tolleson (2019) — Executive Officio
- Former: Brian Bergeron (2019) — Trustee
- Former: Jerry Cashman (2019) — Immediate Past President
- Former: Msgr Kevin O'Neill (2019) — Executive Officio
- Former: Tom O'Donnell (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $108K, to Daniel Thies (Executive Director).
Frequently asked questions about The Foundation for the Diocese of Helena Inc
How much does The Foundation for the Diocese of Helena Inc give each year?
The Foundation for the Diocese of Helena Inc gave $80K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $97K across 1 grant.
How large is The Foundation for the Diocese of Helena Inc?
The Foundation for the Diocese of Helena Inc reported $71.9M in total assets on its 2025 IRS Form 990. Its revenue that year was $19.1M.
What is The Foundation for the Diocese of Helena Inc?
The Foundation for the Diocese of Helena Inc is a public charity focused on religion, based in Helena, MT. It holds $71.9M in total assets as of 2025.
Where does The Foundation for the Diocese of Helena Inc operate?
The Foundation for the Diocese of Helena Inc has awarded grants in Montana.
What is The Foundation for the Diocese of Helena Inc's EIN?
The Foundation for the Diocese of Helena Inc's EIN (Employer Identification Number) is 81-0449307. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS March 10, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS March 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS April 2, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Foundation for the Diocese of Helena Inc funds
Religion Related Open opportunities, soonest deadline first.
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