William and Lorene Nefsy Foundation
William and Lorene Nefsy Foundation is a private foundation, based in MILES CITY, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 14 grants totaling $83K. Net investment income was $93K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.5M
+0.5% YoY
Annual Giving
$83K
+0.0% YoY
Grant Count
14
+40.0% YoY
Avg Grant Size
$6K
-28.6% YoY
Under IRS private-foundation payout rules, William and Lorene Nefsy Foundation reported a distributable amount of $87K for 2024 — the minimum it must pay out in qualifying distributions.
About William and Lorene Nefsy Foundation
Based on IRS filings
William and Lorene Nefsy Foundation is a private foundation, based in MILES CITY, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 14 grants totaling $83K. Net investment income was $93K.
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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 | $1,493,980 | $1,486,512 | $1,541,109 |
| Revenue | $102,426 | $42,374 | $89,773 |
| Expenses | $94,958 | $96,971 | $96,473 |
| Qualifying Distributions | $85,638 | $85,658 | $85,832 |
| Net Investment Income | $93,106 | $32,191 | $78,427 |
| Distributable Amount | $86,863 | $84,934 | $85,658 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
58 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pondera Rec Association ($12,500), Bigfork Youth Baseball Association ($10,268), Billings Catholic Schools Foundation ($9,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Bigfork Youth Baseball Association Bigfork, MT | Youth Athletics | $10,268 |
| Billings Catholic Schools Foundation Billings, MT | Youth Athletics/Community Support | $9,500 |
| Custer County Rural Fire Department Miles City, MT | Community Support | $7,000 |
| East Valley Middle School East Helena, MT | Community Support/Youth Athletics | $3,500 |
| Ekalaka Public Schools Ekalaka, MT | Community Support/Youth Athletics | $8,000 |
| Fair-Mont-Egan School District Kalispell, MT | Youth Athletics | $6,000 |
| Geraldine K-12 School District #3 Geraldine, MT | Community Support/Youth Athletics | $600 |
| Huntley Project Little League Ballantine, MT | Community Support/Youth Athletics | $6,000 |
| Lavina Public Schools Lavina, MT | Youth Athletics/Community Support | $5,000 |
| Pondera Rec Association Lavina, MT | Community Support/Youth Athletics | $12,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jerry Anderson | Trustee | 1 | — |
| Caren Coffee | Trustee | 1 | — |
| William Coffee | Trustee | 1 | — |
Frequently Asked Questions
How large is William and Lorene Nefsy Foundation?
As of 2024, William and Lorene Nefsy Foundation holds $1.5M in total assets with $102K in annual revenue. It awarded 14 grants totaling $83K in 2024.
Where does William and Lorene Nefsy Foundation operate?
William and Lorene Nefsy Foundation has awarded grants in Montana.
What size grants does William and Lorene Nefsy Foundation award?
In 2024, William and Lorene Nefsy Foundation awarded 14 grants totaling $83K — an average of about $6K per grant, based on its IRS Form 990 filings.
How much is William and Lorene Nefsy Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William and Lorene Nefsy Foundation reported a distributable amount of $87K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William and Lorene Nefsy Foundation's EIN?
William and Lorene Nefsy Foundation's EIN (Employer Identification Number) is 81-0473714. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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