Volker Schmidt Family Foundation

Private foundation · Grantmaker Bozeman, MT EIN: 87-0907248

Volker Schmidt Family Foundation is a private foundation, based in Bozeman, MT. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $387K in total assets. In 2025, it awarded 5 grants totaling $30K. Net investment income was $11K.

Key facts about Volker Schmidt Family Foundation

In short: Volker Schmidt Family Foundation gave $30K across 5 grants in 2025 (avg $6K), mostly in Montana. Source: 2025 IRS Form 990-PF.

EIN
87-0907248
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,000
Grants made (2025)
5
Average grant
$6,000
Median grant
$5,000
Total assets
$387,388
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

$387K

-4.7% YoY

Annual Giving

$30K

+14.4% YoY

Grant Count

5

-16.7% YoY

Avg Grant Size

$6K

+37.3% YoY

Under IRS private-foundation payout rules, Volker Schmidt Family Foundation reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

How Volker Schmidt Family Foundation gives

  • Giving grew 219% from 2022 to 2025. Method
  • In 2025 it paid out 158% of its IRS minimum distribution (the 5% rule). 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

1state

Share of 2025 grant dollars across all 5 itemized grants.

States

Cities

Bozeman

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2021 3 grants2022 2 grants2023 6 grants2024 5 grants2025

From 2021 to 2025, annual grant giving ranged from $9K (2022) to $30K (2025). In 2025 it made 5 grants totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Eagle Mount Bozeman: $10KEagle Mount Bozeman$10KHaven: $10KHaven$10KBridger Care: $5KBridger Care$5KCasagal of Gallatin County: $3KCasagal of Gallatin County$3KWilkinson Family Foundation: $2KWilkinson Family Foundation$2K

The largest 2025 recipient was Eagle Mount Bozeman ($10K). Together the top 5 received $30K.

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 18 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Eagle Mount Bozeman Bozeman, MTGeneral Support of Mission$10,000
Haven Bozeman, MTGeneral Support of Mission$10,000
Bridger Care Bozeman, MTGeneral Support of Mission$5,000
Casagal of Gallatin County Bozeman, MTGeneral Support of Mission$3,000
Wilkinson Family Foundation Bozeman, MTGeneral Support of Mission$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$387,388$406,473$18,419
Revenue$21,595$367,764—
Expenses$40,680$26,745$10,455
Qualifying Distributions$30,000$26,225$10,000
Net Investment Income$10,915$367,244—
Distributable Amount$18,991$9,044—

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 30, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 27, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 28, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 29, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 13, 2026)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Volker Schmidt Family Foundation is led by Theodore G. Schmidt, President on every filing since 2021; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Theodore G. Schmidt

    President

    On filings since 2021

    1 hr/week

    No compensation reported

  • Linda V. Schmidt

    Secretary

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "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 Volker Schmidt Family Foundation

How much does Volker Schmidt Family Foundation give each year?

Volker Schmidt Family Foundation gave $30K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 6 grants.

What is Volker Schmidt Family Foundation's typical grant size?

Volker Schmidt Family Foundation's median grant in 2025 was $5,000, and its average grant was $6,000, across 5 grants on its 2025 IRS Form 990-PF.

Where does Volker Schmidt Family Foundation give grants?

Volker Schmidt Family 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 (5 grants).

Does Volker Schmidt Family Foundation give general operating support?

Yes: 100% of Volker Schmidt Family Foundation's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Volker Schmidt Family Foundation's largest grantees?

Volker Schmidt Family Foundation's largest 2025 grantees include Eagle Mount Bozeman ($10,000), Haven ($10,000) and Bridger Care ($5,000), according to its 2025 IRS Form 990-PF. Together they received 83% of its itemized 2025 grant dollars.

How large is Volker Schmidt Family Foundation?

Volker Schmidt Family Foundation reported $387K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).

What is Volker Schmidt Family Foundation's EIN?

Volker Schmidt Family Foundation's EIN (Employer Identification Number) is 87-0907248. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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