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.
Key facts about The Ruth and Vernon Taylor Foundation
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.
- EIN
- 20-1746884
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $206,000
- Grants made (2025)
- 4
- Average grant
- $51,500
- Median grant
- $40,000
- Total assets
- $5,013,658
- Primary geography
- Montana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$5.0M
+3.5% YoY
Annual Giving
$206K
-51.3% YoY
Grant Count
4
-33.3% YoY
Avg Grant Size
$52K
-27.0% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2025 grant dollars.
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $5,013,658 | $4,843,645 | $5,006,286 |
| Revenue | $422,487 | $302,309 | $152,686 |
| Expenses | $252,474 | $464,950 | $315,167 |
| Qualifying Distributions | $207,974 | $424,595 | $276,491 |
| Net Investment Income | $382,377 | $263,954 | $181,689 |
| Distributable Amount | $330,741 | $320,108 | $304,626 |
Data update history
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
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).
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.
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