The Foundation for the Diocese of Helena Inc logo

The Foundation for the Diocese of Helena Inc

Public charity · Grantmaker Helena, MT EIN: 81-0449307 Website

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).

Key facts about The Foundation for the Diocese of Helena Inc

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.

EIN
81-0449307
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$79,764
Grants made (2025)
1
Average grant
$79,764
Median grant
$79,764
Total assets
$71,903,287
Primary geography
Montana (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$71.9M

+16.7% YoY

Annual Giving

$80K

-17.5% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$80K

-17.5% YoY

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.

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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Helena

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $8K (2021) to $97K (2023). In 2025 it made 1 grant totaling $80K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Roman Catholic Bishop of Helena- Diocese of Helena: $80KRoman Catholic Bishop ofHelena- Diocese of Helena$80K

The largest 2025 recipient was Roman Catholic Bishop of Helena- Diocese of Helena ($80K).

Grant Size Distribution

5 grants across all recorded years

2<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Roman Catholic Bishop of Helena- Diocese of Helena Helena, MTUnrestricted Donations to the Ministry.$79,764

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$10M$20M$30M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$71,903,287$61,595,573$43,087,944
Revenue$19,071,109$24,306,432$4,181,689
Expenses$17,739,328$18,782,284$2,459,549
Net Investment Income$1,949,952$1,393,446$972,694

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS March 10, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS March 11, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS May 10, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS May 1, 2025)
  6. Added Form 990 for fiscal year 2019 (received by the IRS April 2, 2020)
  7. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
  8. IRS filings on file for fiscal years 2020–2024

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

Daniel Thies — Executive Director: $108KDaniel ThiesExecutive Director$108K

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.

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