Private foundation
BELGRADE, MTEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $302,309 | $464,950 | $424,595 | $4,843,645 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 56% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| See Attached Schedule CMontana, MT | Charitable | $323,500 | 2020 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beatrice R Taylor | DIRECTOR & PRESIDENT | 10.00 | $0 |
| Susan R Taylor | DIRECTOR & VICE PRESIDENT | 0.00 | $0 |
| Peggy L Olson | SECRETARY/ TREASURER | 10.00 | $0 |
| Elizabeth Kt Schamberger | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $4,843,645 |
| FY2023 | 990-PF | $152,686 | $315,167 | $276,491 | $5,006,286 | $5,006,286 |
| FY2022 | 990-PF | −$527,690 | $265,741 | $235,203 | $5,168,767 | $5,168,767 |
| FY2021 | 990-PF | $193,734 | $119,601 | $117,521 | $7,293,494 | $7,293,494 |
| FY2020 | 990-PF | $136,416 | $329,288 | $323,596 | $7,219,361 | $7,219,361 |
| NEW BUILDING PURCHASE AND TECHNOLOGY UDGRADES. |
| $120,000 |
| 2022 |
| See Attached Schedule CMontana, MT | Charitable | $117,500 | 2021 |
| FAMILY PROMISE OF GALLATIN VALLEY INCBOZEMAN, MT | A JOURNEY HOME CAMPUS | $110,000 | 2024 |
| HELP CENTER INCBOZEMAN, MT | RENOVATIONS, FURNISHINGS, TECHNOLOGY | $110,000 | 2024 |
| MONTANA THEATRE WORKS INCBOZEMAN, MT | STAGE RENOVATION | $100,000 | 2023 |
| HABITAT FOR HUMANITY OF GALLATIN VALLEYBELGRADE, MT | RESTORE ENLARGEMENT PROJECT | $100,000 | 2023 |
| BELGRADE COMMUNITY LIBRARY FOUNDATION INCBELGRADE, MT | FURNITURE FIXTURES, EQUIPMENT | $100,000 | 2024 |
| EISENHOWER MEDICAL CENTER FOUNDATIONRANCHO MIRAGE, CA | HEALTHCARE SERVICES & FACILITY IMPROVEMENTS | $85,000 | 2022 |
| BOZEMAN SYMPHONY SOCIETYBOZEMAN, MT | COMPUTER SOFTWARE UPGRADES | $65,000 | 2024 |
| BOZEMAN SYMPHONY SOCIETYBOZEMAN, MT | COMPUTER SOFTWARE UPGRADES | $50,000 | 2023 |
| BRIDGERCAREBOZEMAN, MT | ADDITIONAL OFFICE SPACE | $30,000 | 2024 |
| BELGRADE COMMUNITY LIBRARY FOUNDATIONBELGRADE, MT | LIBRARY EXPANSION PROJECT | $25,000 | 2022 |
| COMMUNITY HEALTH PARTNERS INCLIVINGSTON, MT | OPERATIONAL FUNDS | $25,000 | 2023 |
| POTENTIALBOZEMAN, MT | OPERATIONAL FUNDS | $8,000 | 2024 |
| POTENTIALBOZEMAN, MT | DONOR SOFTWARE AND SCHOLARSHIPS | $5,000 | 2022 |
| 0.00 |
| $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Dec 31, 2024IRS bulk XML
Filing id 202541689349100319
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202401369349104170
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202331579349101263
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202201549349100320
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202141049349100714
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.