WHM Family Foundation
WHM Family Foundation is a private foundation, based in Great Falls, MT. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 2 grants totaling $61K. Net investment income was $84K.
WHM Family Foundation at a glance
In short: WHM Family Foundation gave $61K across 2 grants in 2024 (avg $31K), mostly in Montana. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $61,311
- +231.4% vs 2023
- Grants made (2024)
- 2
- -33.3% vs 2023
- Average grant
- $30,656
- +397.1% vs 2023
- Median grant
- $30,656
- Total assets
- $2,671,567
- +59.6% vs 2023
- Primary geography
- Montana (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who WHM Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Huckleberry Academy ($43K). Together the top 2 received $61K.
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How WHM Family Foundation gives
- In 2024 it paid out 97% 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 2023 to 2024, annual grant giving ranged from $19K (2023) to $61K (2024). In 2024 it made 2 grants totaling $61K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Huckleberry Academy Great Falls, MT | To Support Charitable Purposes | $43,300 |
| New Life Fairfield Fairfield, MT | To Support Charitable Purposes | $18,011 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,671,567 | $1,083,590 | $85,552 | $61,311 | 2 | $78,811 | $83,590 | $81,521 |
| 2023 | $1,673,529 | $1,031,951 | $23,000 | $18,500 | 3 | $23,000 | $31,951 | $34,047 |
| 2022 | $663,630 | $663,630 | — | — | — | — | — | — |
Under IRS private-foundation payout rules, WHM Family Foundation reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
WHM Family Foundation is led by Stefani Stoltzfus, Trustee on every filing since 2022 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Stefani Stoltzfus
Trustee
On filings since 2022
10 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "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 WHM Family Foundation
How much does WHM Family Foundation give each year?
WHM Family Foundation gave $61K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $19K across 3 grants.
How large is WHM Family Foundation?
WHM Family Foundation reported $2.7M in total assets on its 2024 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $82K (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.
Where does WHM Family Foundation operate?
WHM Family Foundation has awarded grants in Montana, Pennsylvania, Texas.
What is WHM Family Foundation's EIN?
WHM Family Foundation's EIN (Employer Identification Number) is 87-3826877. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
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Figures come from WHM Family 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.
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