The Ruth and Vernon Taylor Foundation
The Ruth and Vernon Taylor Foundation is a private foundation, based in Belgrade, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $5.0M in total assets. In 2025, it awarded 4 grants totaling $206K. Net investment income was $382K.
The Ruth and Vernon Taylor Foundation at a glance
In short: The Ruth and Vernon Taylor Foundation gave $206K across 4 grants in 2025 (avg $52K), mostly in Montana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $206,000
- -51.3% vs 2024
- Grants made (2025)
- 4
- -33.3% vs 2024
- Average grant
- $51,500
- -27.0% vs 2024
- Median grant
- $40,000
- Total assets
- $5,013,658
- +3.5% 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 The Ruth and Vernon Taylor Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Museum of the Rockies Montana State University ($125K). Together the top 4 received $206K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was in the $100–250K range: 8 grants of 19 (42%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How The Ruth and Vernon Taylor Foundation gives
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 63% 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 2020 to 2025, annual grant giving ranged from $118K (2021) to $423K (2024). In 2025 it made 4 grants totaling $206K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Museum of the Rockies Montana State University Bozeman, MT | Native cultures of the northern plains & rockies exhibit | $125,000 |
| Warriors & Quiet Waters Foundation Inc Bozeman, MT | Legacy of Honor Capital Campaign | $50,000 |
| Bridgercare Bozeman, MT | Growing Together Capital Campaign | $30,000 |
| Brockway Area Historical Society Inc Brockway, PA | Taylor Memorial Museum Expansion | $1,000 |
Ready to take the next step with The Ruth and Vernon Taylor Foundation?
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 | $5,013,658 | $422,487 | $252,474 | $206,000 | 4 | $207,974 | $382,377 | $330,741 |
| 2024 | $4,843,645 | $302,309 | $464,950 | $423,000 | 6 | $424,595 | $263,954 | $320,108 |
| 2023 | $5,006,286 | $152,686 | $315,167 | $275,000 | 4 | $276,491 | $181,689 | $304,626 |
| 2022 | $5,168,767 | $-527,690 | $265,741 | $235,000 | 4 | $235,203 | $178,577 | $276,300 |
| 2021 | $7,293,494 | $193,734 | $119,601 | $117,500 | 1 | $117,521 | $191,654 | $239,492 |
| 2020 | $7,219,361 | $136,416 | $329,288 | $323,500 | 1 | — | $130,724 | $241,462 |
Under IRS private-foundation payout rules, The Ruth and Vernon Taylor Foundation reported a distributable amount of $331K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Ruth and Vernon Taylor Foundation is led by Beatrice R. Taylor, Director & President on every filing since 2020; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Beatrice R. Taylor
Director & President
On filings since 2020
10 hrs/week
No compensation reported
Elizabeth Kt Schamberger
Director
On filings since 2020
No compensation reported
Susan R. Taylor
Director & Vice President
Director & V.p. → Director & Vice President, 2022
On filings since 2020
No compensation reported
Peggy L. Olson
Secretary & Treasurer
On filings since 2020
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 The Ruth and Vernon Taylor Foundation
How much does The Ruth and Vernon Taylor Foundation give each year?
The Ruth and Vernon Taylor Foundation gave $206K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $423K across 6 grants.
What is The Ruth and Vernon Taylor Foundation's typical grant size?
The Ruth and Vernon Taylor Foundation's median grant in 2025 was $40,000, and its average grant was $51,500, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Ruth and Vernon Taylor Foundation give grants?
The Ruth and Vernon Taylor Foundation 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 Bozeman, MT (3 grants).
Does The Ruth and Vernon Taylor Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Ruth and Vernon Taylor Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is The Ruth and Vernon Taylor Foundation?
The Ruth and Vernon Taylor Foundation reported $5.0M in total assets on its 2025 IRS Form 990-PF. It paid out $208K in qualifying distributions that year, against a required minimum of $331K (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 The Ruth and Vernon Taylor Foundation's EIN?
The Ruth and Vernon Taylor Foundation's EIN (Employer Identification Number) is 20-1746884. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Ruth and Vernon Taylor Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Ruth and Vernon Taylor Foundation's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Bozeman Deaconess Health Services
Bozeman, MT
To improve community health and quality of life.
Assets
$209.8M
Grants
9
Total Given
$472K
Greater Gallatin United Way Inc
Bozeman, MT
Greater Gallatin United Way funds nonprofits and accredited school districts addressing basic needs, mental health and well-being, early learning, and youth success in Gallatin, Madison, Meagher, and Park counties, Montana. Recent grants ranged from $8,000 to $20,000, with a median of $10,000; its grant information says awards are capped at $15,000. Applicants begin with a discussion about proposal alignment and apply through the grant portal after approval.
Assets
$2.0M
Grants
16
Total Given
$172K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Morton H Meyerson Family Foundation
Dallas, TX
The foundation supports college scholarships for students facing financial need or adversity, along with selected charitable, medical, and general-support purposes. Its 2024 grants ranged from $1,000 to $778,457, with a median of $11,000; nearly all grant dollars went to Texas, and it gives only to preselected organizations and does not accept unsolicited requests.
Assets
$784K
Grants
5
Total Given
$803K
Pennmont Foundation
Bozeman, MT
The Pennmont Foundation supports a range of Montana community programs, including scholarships and education, crisis services, health, youth, and recreation. In 2024, its grants ranged from $2,000 to $57,300, with a median of $5,000. Its 2023 filing says applicants may submit a letter describing the request and its amount, along with an IRS exemption letter; it does not restrict giving to preselected organizations.
Assets
$2.3M
Grants
15
Total Given
$124K
Bitterroot Fund
Atlanta, GA
Bitterroot Fund’s 2025 grants supported Montana charitable organizations working across areas including arts, conservation, health, and community services; these are grantees’ activities, not stated fund priorities. It awarded 18 grants totaling $297,500, ranging from $2,500 to $85,000, with a median of $15,000. It does not accept unsolicited requests; it identifies and invites potential partners to apply for specific initiatives.
Assets
$355K
Grants
18
Total Given
$298K
More similar funders
More Funders in Montana
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Ruth and Vernon Taylor Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
The Ruth and Vernon Taylor Foundation down — hundreds of funders to go?