The Foundation for the Diocese of
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).
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$61.6M
+43.0% YoY
Annual Giving
$97K
-0.8% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$97K
-0.8% YoY
About The Foundation for the Diocese of
Based on IRS filings
The Foundation for the Diocese of is a nonprofit organization focused on Religion Related, based in HELENA, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $61.6M in total assets. In 2024, it awarded 1 grants totaling $97K. Net investment income was $1.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $61,595,573 | $43,087,944 | $37,954,337 |
| Revenue | $24,306,432 | $4,181,689 | $1,839,455 |
| Expenses | $18,782,284 | $2,459,549 | $1,737,477 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $1,393,446 | $972,694 | $952,347 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 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 Roman Catholic Bishop of Helena - Diocese of Helena ($96,666).
| Recipient | Purpose | Amount |
|---|---|---|
| ROMAN CATHOLIC BISHOP OF HELENA - DIOCESE OF HELENA HELENA, MT | UNRESTRICTED DONATIONS TO THE MINISTRY. | $96,666 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RONA DAVISON CPA | PRESIDENT | 1 | — |
| ERICA MATELICH | VICE PRESIDENT | 1 | — |
| FR JOE FLEMING | SECRETARY | 1 | — |
| CARL RUMMEL CGMA CPA | TREASURER | 1 | — |
| DEACON DOUG CORDIER | IMMEDIATE PAST PRESIDENT(THRU OCT '23) | 1 | — |
| JOHN TALIA CPA | IMMEDIATE PAST PRESIDENT | 1 | — |
| ROD CHRISTIAENS | TRUSTEE | 0.5 | — |
| LORRAINE DEBRUYCKER | TRUSTEE | 0.5 | — |
| TIM FOX | TRUSTEE | 0.5 | — |
| FR TOM HAFFEY | TRUSTEE | 0.5 | — |
| DEACON CHARLIE HARBALL | TRUSTEE | 0.5 | — |
| LAURA HUMBERGER CPA PMP MBA | TRUSTEE | 0.5 | — |
| HELEN MCCARTHY ESQ | TRUSTEE | 0.5 | — |
| JIM MCDONALD CPA | TRUSTEE | 0.5 | — |
| JENNIFER SCHMITT | TRUSTEE | 0.5 | — |
| DANIEL THIES | EXECUTIVE DIRECTOR | 40 | $100,170 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Foundation for the Diocese of?
The Foundation for the Diocese of is a nonprofit organization focused on Religion Related, based in HELENA, MT. It holds $61.6M in total assets as of 2024.
How large is The Foundation for the Diocese of?
As of 2024, The Foundation for the Diocese of holds $61.6M in total assets with $24.3M in annual revenue. It awarded 1 grants totaling $97K in 2024.
Where does The Foundation for the Diocese of operate?
The Foundation for the Diocese of has awarded grants in Montana.
What size grants does The Foundation for the Diocese of award?
In 2024, The Foundation for the Diocese of awarded 1 grants totaling $97K — an average of about $97K per grant, based on its IRS Form 990 filings.
What is The Foundation for the Diocese of's EIN?
The Foundation for the Diocese of's EIN (Employer Identification Number) is 81-0449307. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Foundation for the Diocese of's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.