MISSOULA, MT
Headwaters Health Foundation Of Western Montana
Quick Facts
- EIN
- 811099715
- Location
- MISSOULA, MT
- Category
- Health
- Total Assets
- $127.5M
- Annual Income
- $47.5M
- IRS Ruling Year
- 2016
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
Headwaters Health Foundation Of Western Montana is a private corporation based in MISSOULA, MT. The foundation received its IRS ruling in 2016. It holds total assets of $127.5M. Annual income is reported at $47.5M. The foundation operates in the area of health. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$8.1M
2023+23%
Total Assets
$123.7M
2023+7%
Fair Market Value
$123.7M
2023
Net Worth
$121.5M
2023
Grants Paid
$4.1M
2023
Contributions
$924K
2023
Net Investment Income
$4.7M
2023
Distribution Amount
$5.9M
2023
Total Giving by Year
$6M
19$6.2M
20$12.2M
21$6.6M
22$8.1M
23Asset Growth
$104.2M
19$106.1M
20$111.7M
21$115.7M
22$123.7M
23Investment Portfolio (2023)
Total: $48.2M
Corporate Stock: $40.5M
Corporate Bonds: $4.5M
Government Obligations: $3.1M
Other Investments: $72.2M
Cash: $66K
Corporate Stock (34%)
Corporate Bonds (4%)
Government Obligations (3%)
Other Investments (60%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$4.1M
Officer Compensation$896K
Travel & Conferences$552K
Pension & Benefits$373K
Accounting Fees$178K
Occupancy$150K
Interest$125K
Depreciation$89K
Legal Fees$14K
Printing & Publications$3K
Revenue Sources (2023)
- Other Income
- $2.7M
- Dividends
- $2M
- Contributions
- $924K
- Capital Gains (Net)
- $479K
Financial Details (2023)
- Total Revenue
- $6M
- Total Expenses
- $8.1M
- Exempt Purpose Expenses
- $7M
- Required Distribution
- $5.9M
- Undistributed Income
- $0
- Total Liabilities
- $2.2M
- Excise Tax
- $65K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$3.7M
Average Grant
$75K
Median Grant
$23K
Grant Range
Min$8K
Max$500K
Median: $23K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
MT: $3.6M (48)
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
CA: $145K (1)
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
GA: $8K (1)
FL
HI
TX
MT$3.6M (48)
CA$145K (1)
GA$8K (1)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Confederated Salish And Kootenai TribesFLATHEAD INDIAN RESERVATION FOOD SOVEREIGNTY INITIATIVE | Pablo, MT | $500K | 2023 |
| Zero To Five MontanaZERO TO FIVE | Helena, MT | $500K | 2023 |
| Missoula Community FoundationCOMMUNITY EQUITY INITIATIVE | Missoula, MT | $250K | 2023 |
| University Of Montana FoundationEARLY CHILDHOOD COALITIONS CAPACITY DEVELOPMENT | Missoula, MT | $250K | 2023 |
| Montana Nonprofit AssociationCAPACITY BUILDING & TRUST BASED PHILANTHROPY | Helena, MT | $210K | 2023 |
| St Peter'S Health FoundationEARLY CHILDHOOD COLLABORATIVE OF THE GREATER HELENA AREA | Helena, MT | $200K | 2023 |
| Canvas Early Learning CenterEARLY CHILDHOOD COALITION OF BEAVERHEAD COUNTY | Dillon, MT | $200K | 2023 |
| Helping Hands FundFLATHEAD RESERVATION & LAKE COUNTY ZERO TO FIVE | Polson, MT | $200K | 2023 |
| The Henry J Kaiser Family FoundationKAISER HEALTH NEWS MONTANA HEALTH NEWS | San Francisco, CA | $145K | 2023 |
| Western Native Voice Education ProjectENGAGING NATIVE AMERICANS IN POLICY ISSUES IN MONTANA | Billings, MT | $125K | 2023 |
| Montana Budget And Policy CenterMONTANA ADVOCATES FOR CHILDREN | Helena, MT | $100K | 2023 |
| Healthy Mothers Healthy BabiesGENERAL SUPPORT | Helena, MT | $100K | 2023 |
| Southwest Montana Youth PartnersCAPACITY BUILDING FOR CHILDREN AND FAMILIES IN SOUTHWEST MONTANA | Boulder, MT | $100K | 2023 |
| Salish Kootenai College IncSKC INSTITUTIONAL ADVANCEMENT CULTURAL PRESERVATION | Pablo, MT | $100K | 2023 |
| University Of Montana FoundationAMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE RESEARCH | Missoula, MT | $100K | 2023 |
| University Of Montana FoundationCENTER FOR CHILDREN, FAMILIES, AND WORKFORCE DEVELOPMENT | Missoula, MT | $86K | 2023 |
| Poverello CenterMONTANA COALITION TO END HOMELESSNESS | Missoula, MT | $75K | 2023 |
| Montana Partnership To End Childhood Hunger IncGENERAL SUPPORT | Bozeman, MT | $50K | 2023 |
| Montana Two Spirit SocietyGENERAL SUPPORT | Missoula, MT | $25K | 2023 |
| Watson Childrens Shelter IncCAPACITY BUILDING SUPPORT | Missoula, MT | $25K | 2023 |
| North Missoula Community Development CorpCAPACITY BUILDING SUPPORT | Missoula, MT | $25K | 2023 |
| All Nations Health CenterCHAMPIONSHIP BOXING - MISSOULA | Missoula, MT | $25K | 2023 |
| Montana Partnership To End Childhood Hunger IncCAPACITY BUILDING SUPPORT | Bozeman, MT | $25K | 2023 |
| Plains Public SchoolsGENERAL SUPPORT | Plains, MT | $23K | 2023 |
| Arlee School District #8GENERAL SUPPORT | Arlee, MT | $23K | 2023 |
| Poverello CenterCAPACITY BUILDING SUPPORT | Missoula, MT | $23K | 2023 |
| Montana Free PressMONTANA FREE PRESS - HEALTH EQUITY BEAT | Helena, MT | $20K | 2023 |
| All Nations Health CenterBUILDING STAFF RESILIENCE WITH STAR-T TRAINING | Missoula, MT | $20K | 2023 |
| Lincoln County Public Libraries FoundationGENERAL SUPPORT | Libby, MT | $16K | 2023 |
| Anaconda School District #10GENERAL SUPPORT | Anaconda, MT | $15K | 2023 |
| Whitehall Public SchoolsGENERAL SUPPORT | Whitehall, MT | $15K | 2023 |
| Drummond School District #2GENERAL SUPPORT | Drummond, MT | $15K | 2023 |
| Drummond School District #11GENERAL SUPPORT | Drummond, MT | $15K | 2023 |
| EmpowermtGENERAL SUPPORT | Missoula, MT | $15K | 2023 |
| Boulder Elementary School DistrictGENERAL SUPPORT | Boulder, MT | $15K | 2023 |
| Missoula Community FoundationMONTANA CIVIC ENGAGEMENT FUNDING LANDSCAPE ANALYSIS | Missoula, MT | $10K | 2023 |
| Sanders County Community Housing OrgGENERAL SUPPORT | Thompson Falls, MT | $8K | 2023 |
| S A F E Harbour IncGENERAL SUPPORT | Ronan, MT | $8K | 2023 |
| Remnant ChurchGENERAL SUPPORT | Missoula, MT | $8K | 2023 |
| Montana Land To HandGENERAL SUPPORT | Whitefish, MT | $8K | 2023 |
| Loads Of Dignity Fka Laundry Love HamiltonGENERAL SUPPORT | Hamilton, MT | $8K | 2023 |
| Promise686GENERAL SUPPORT | Norcross, GA | $8K | 2023 |
| Backpack Assistance ProgramGENERAL SUPPORT | Whitefish, MT | $8K | 2023 |
| Aware IncGENERAL SUPPORT | Anaconda, MT | $8K | 2023 |
| Mineral County Health DepartmentGENERAL SUPPORT | Superior, MT | $8K | 2023 |
| Bigfork Aces IncGENERAL SUPPORT | Bigfork, MT | $8K | 2023 |
| Boys And Girls Club Of Missoula CountyGENERAL SUPPORT | Missoula, MT | $8K | 2023 |
| BearGENERAL SUPPORT | Hamilton, MT | $8K | 2023 |
| Arlee Rehabilitation CenterGENERAL SUPPORT | Missoula, MT | $8K | 2023 |
| Peak FoundationGENERAL SUPPORT | Alberton, MT | $8K | 2023 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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