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An annual grant opportunity supporting Montana-based organizations to design and pilot innovative, Montana-grown solutions to critical health challenges. The program funds both planning projects (to support strategic, business, and sustainability planning) and implementation projects (for those with existing strong business and sustainability plans).
Montana Healthcare Foundation is a private trust based in BOZEMAN, MT. The foundation received its IRS ruling in 2013. The principal officer is Price Klaas. It holds total assets of $283.9M. Annual income is reported at $74.5M. Total assets have grown from $40.3M in 2013 to $283.9M in 2024. The foundation is governed by 8 officers and trustees. Tax records are available from 2015 to 2024. Grantmaking is concentrated in Montana. According to available records, Montana Healthcare Foundation has made 521 grants totaling $22.6M, with a median grant of $33K. The foundation has distributed between $5.5M and $11.6M annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $11.6M distributed across 226 grants. Individual grants have ranged from $500 to $400K, with an average award of $43K. The foundation has supported 165 unique organizations. Grants have been distributed to organizations in Montana and California and Massachusetts. Contributions to this foundation are tax-deductible.
Montana Healthcare Foundation (MTHF) operates as a mission-driven private foundation focused exclusively on improving health outcomes in Montana. Their theory of change centers on strategic, place-based investment: they do not simply write checks, but design multi-year initiatives around specific health challenges, then invite Montana organizations to propose solutions through an annual Call for Proposals.
To align with MTHF, applicants must demonstrate they are solving a defined, evidence-based health problem that fits within one of the Foundation's active strategic initiatives: Integrated Behavioral Health, American Indian Health Services and Disparities Reduction, Housing as Health Care, School-Based Health, Behavioral Health Continuum of Care, Healthy Montana Communities, and Strengthening Public Health. The Foundation explicitly favors proposals that show strong cross-sector partnerships, a plausible theory of change, and a credible sustainability plan beyond the grant term.
MTHF values innovation and pilot testing — they want to fund organizations willing to test "Montana-grown solutions." Generic program expansion proposals are unlikely to succeed. Applicants should frame their ask as a structured learning opportunity: what specific hypothesis will this grant help test, what outcomes will you measure, and how will you share learnings with the field.
Relationship-building before submitting is strongly advised. MTHF offers "Grant Application Assistance" as a formal initiative — a signal that they are accessible and value helping applicants succeed. Attending their annual Call for Proposals overview webinar is nearly mandatory: the Foundation records it and expects applicants to have watched it. For American Indian communities, MTHF has deep, long-standing partnerships with all eight Montana tribes and their Urban Indian organizations, which means culturally-grounded proposals from tribal entities carry significant weight.
MTHF's grantmaking is concentrated in two tiers. Through the annual Call for Proposals, they fund one-year projects at $10,000–$50,000 and two-year projects up to $100,000. Their grant library shows 279 funded projects over the last five years (2021–2025), averaging approximately 56 grants per year. Based on median grant size of $50,000 and total grantmaking around $5.5M/year (from 990 data), the foundation is targeted and disciplined in its deployment.
Geographically, grants span all regions of Montana: Western region leads (72 funded projects), followed by Statewide (54), South Central (56), North Central (55), Eastern (31), and Northeastern (16). This distribution reflects Montana's health infrastructure geography — the western corridor around Missoula and Bozeman is more grant-ready, while MTHF specifically works to reach underserved rural and tribal areas.
By initiative, Behavioral Health Continuum of Care (30 grants), American Indian Health (44 grants across two sub-tracks), School-Based Health (35), and Housing is Health Care (32) are the highest-volume areas. Call for Proposals grants (39) are the most competitive open pathway.
MTHF also administers the Rural Health Small Grants program, which opened March 2, 2026 — a separate, lighter-touch mechanism for rural health innovation. Additionally, the Mignon Waterman Award recognizes individuals contributing to Montana health. Total annual giving from 990 data was approximately $5.49M ($4.38M direct program expenses), consistent with a ~$284M endowment deploying at roughly 2% annually in grants plus significant operating expenses for initiative staff.
Montana Healthcare Foundation sits in the regional private foundation tier (NTEE T20) alongside several notable peers across the Mountain West and Pacific Northwest:
| Foundation | State | Assets | Primary Focus | Grant Range | Notes |
|---|---|---|---|---|---|
| Montana Healthcare Foundation | MT | $284M | Health, behavioral health, AI communities | $10K–$100K | Montana-only; tribal emphasis |
| Gianforte Fam Charitable Trust | MT | $231M | General charitable | Varies | Montana-based; Greg Gianforte family |
| J.A. & Kathryn Albertson Foundation | ID | $600M | Education, opportunity | $50K–$5M | Idaho-focused; much larger grants |
| El Pomar Foundation | CO | $448M | General Colorado | $1K–$500K+ | Colorado-only; wide scope |
| Lemelson Foundation | OR | $414M | Invention, STEM, economic mobility | $100K–$2M+ | National/international reach |
MTHF is notably more focused than its peer set — it is health-only, Montana-only, and initiative-driven rather than open solicitation. This makes it a very targeted funder compared to generalist foundations of similar size. Its ~$284M asset base is mid-tier for the region. Compared to the Albertson Foundation, MTHF makes far smaller individual grants but covers health comprehensively. MTHF's tribal health programming depth is unmatched in the region — 8 tribes explicitly served across multiple initiatives — which is a significant differentiator in the Northern Plains funding landscape.
In 2026, MTHF is actively soliciting through two open mechanisms: the 2026 Call for Proposals (opened January 15, 2026, with a recorded overview webinar available) and the 2026 Rural Health Small Grants program (opened March 2, 2026). Both represent the Foundation's primary public grantmaking channels.
MTHF recently added a new initiative, "Healthy Montana Communities," which appears in their 2025–2026 navigation and grant library (24 funded projects) — this is an expansion of their geographic health equity work beyond specific disease/condition categories. The Meadowlark Initiative (prenatal care + behavioral health integration) continues as a signature multi-year program with 19 funded projects.
The Foundation has been actively publishing reports on Montana's health landscape, including a recent feature on the Little Shell Tribe's Food Distribution Program as part of the Reducing American Indian Health Disparities initiative. Leadership appears stable — their website lists a professional staff and Board of Trustees with public Bios.
MTHF consistently funds at a pace of 50–67 grants per year based on their five-year grant library, suggesting steady grantmaking volume without dramatic fluctuations. Their 990 filings show total expenses near $5.5M annually, consistent over recent years.
1. Watch the webinar first. MTHF records their annual Call for Proposals webinar and explicitly expects applicants to have viewed it. This alone signals serious intent.
2. Pick one strategic initiative and own it. MTHF funds deeply within specific initiatives. Don't describe a project as touching multiple priority areas — pick the one that best fits your work and demonstrate deep alignment with that initiative's specific goals and theory of change.
3. Demonstrate Montana-based organizational capacity. Eligibility requires your organization to be incorporated and have an office in Montana. National organizations with Montana chapters may apply, but the project scope must be Montana-only.
4. Frame as a pilot, not a program expansion. MTHF explicitly wants "innovative Montana-grown solutions" — proposals that test something new and plan to measure it. Framing your ask as "we'll test X, measure Y, and share learnings" resonates more than "we need funding to do more of what we already do."
5. Build real partnerships before applying. Proposals with 2+ named organizational partners consistently perform better in their grant library. Contact potential partners early — MTHF expects named partners, not just letters of support.
6. Use their Grant Application Assistance program. MTHF offers free application coaching. This is a rare opportunity to get direct feedback before submitting — use it.
7. For tribal health proposals: emphasize Native-led design. MTHF's American Indian Health initiatives specifically emphasize high-quality, Native-led public health and care delivery. Co-designed or tribally-administered proposals will score higher than externally-led projects serving tribal communities.
8. Size your ask strategically. $50K for a one-year project is their standard ceiling under the Call for Proposals. Requesting more requires committing to two years. Budget conservatively and focus on outcomes per dollar.
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Smallest Grant
$500
Median Grant
$50K
Average Grant
$54K
Largest Grant
$230K
Based on 102 grants from the most recent 990-PF filing.
American indian health: see statement 14
Expenses: $780K
Behavioral health: see statement 14
Expenses: $3.5M
Public health: see statement 14
Expenses: $560K
Other charitable activities: see statement 14
Expenses: $650K
Responsive grantmaking with 2026 Call for Proposals opening January 15
Specialized award program recognizing contributions to Montana's health
Grant opportunity focused on rural health initiatives
MTHF's grantmaking is concentrated in two tiers. Through the annual Call for Proposals, they fund one-year projects at $10,000–$50,000 and two-year projects up to $100,000. Their grant library shows 279 funded projects over the last five years (2021–2025), averaging approximately 56 grants per year. Based on median grant size of $50,000 and total grantmaking around $5.5M/year (from 990 data), the foundation is targeted and disciplined in its deployment. Geographically, grants span all regions o.
Montana Healthcare Foundation has distributed a total of $22.6M across 521 grants. The median grant size is $33K, with an average of $43K. Individual grants have ranged from $500 to $400K.
Montana Healthcare Foundation (MTHF) operates as a mission-driven private foundation focused exclusively on improving health outcomes in Montana. Their theory of change centers on strategic, place-based investment: they do not simply write checks, but design multi-year initiatives around specific health challenges, then invite Montana organizations to propose solutions through an annual Call for Proposals. To align with MTHF, applicants must demonstrate they are solving a defined, evidence-base.
Montana Healthcare Foundation is headquartered in BOZEMAN, MT. While based in MT, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Aaron Wernham | CEO | $321K | $35K | $356K |
| Michael Harrington | TRUSTEE | $36K | $0 | $36K |
| Gerald Gray | SECRETARY | $36K | $0 | $36K |
| William Underriner | TREASURER | $36K | $0 | $36K |
| Paul Cook | VICE-CHAIR | $36K | $0 | $36K |
| Judith Lapan | CHAIR | $36K | $0 | $36K |
| Joanne Pieper | TRUSTEE | $36K | $0 | $36K |
| Denis Prager | TRUSTEE | $6K | $0 | $6K |
Total Giving
N/A
Total Assets
$283.9M
Fair Market Value
N/A
Net Worth
$281M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
521
Total Giving
$22.6M
Average Grant
$43K
Median Grant
$33K
Unique Recipients
165
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Montana Public Health InstituteMONTANA PUBLIC HEALTH INSTITUTE START UP | Kalispell, MT | $200K | 2023 |
| All Nations Health CenterALL NATIONS ROADMAP TO SUCCESS | Missoula, MT | $75K | 2023 |
| Marias Healthcare Services IncMARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION | Shelby, MT | $72K | 2023 |
| Fort Belknap Tribal HealthSCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT | Harlem, MT | $60K | 2023 |
| Benefis Health System FoundationADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA | Great Falls, MT | $50K | 2023 |
| Nacdc Financial Services IncFOUR BANDS WORKFORCE & PROFESSIONAL DEVELOPMENT | Browning, MT | $50K | 2023 |
| Northern Montana Health CareINTEGRATED BEHAVIORAL HEALTH INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | Havre, MT | $50K | 2023 |
| Billings ClinicREGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT | Billings, MT | $50K | 2023 |
| Blackfeet Tribal HealthSOUTHERN PIEGAN SCHOOL HEALTH - TELEHEALTH | Browning, MT | $50K | 2023 |
| The Henry J Kaiser Family FoundationKAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025) | San Francisco, CA | $50K | 2023 |
| Northeast Montana Health ServicesNORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE | Wolf Point, MT | $50K | 2023 |
| Logan Health Cut BankLOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC | Cut Bank, MT | $50K | 2023 |
| University Of Montana Center For Children Families And Workforce DevelopmeMONTANA PAX: GOOD BEHAVIOR GAME SUSTAINABILITY INITIATIVE | Missoula, MT | $50K | 2023 |
| Rocky Boy Health BoardNURTURING HEALTHY MOMS FOR BRIGHT FUTURES | Box Elder, MT | $50K | 2023 |
| Behavioral Health Alliance Of MontanaSUSTAINABLE OPERATING FUNDING FOR FY2024 | Missoula, MT | $50K | 2023 |
| Kalispell Regional Medical Center Inc Dba Logan Health Medical CenterLOGAN HEALTH SCHOOL BASED HEALTH CLINIC (SBHC) MOBILE CLINIC | Kalispell, MT | $50K | 2023 |
| Crow Tribe Health & Human ServicesCROW NATION STRATEGY FOR A SACRED WAY OF LIFE | Crow Agency, MT | $47K | 2023 |
| Montana Health Network Health IncEASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT | Miles City, MT | $47K | 2023 |
| Indian Family Health ClinicSTRENGTHENING URBAN INDIAN HEALTH CARE | Great Falls, MT | $44K | 2023 |
| Partnership Health CenterSTRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH | Missoula, MT | $38K | 2023 |
| Pureview Health CenterPUREVIEW SCHOOL BASED HEALTH CENTER | Helena, MT | $38K | 2023 |
| School Administrators Of MontanaSTRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA | Helena, MT | $38K | 2023 |
| Gallatin CountyGALLATIN BEHAVIORAL HEALTH COALITION | Bozeman, MT | $38K | 2023 |
| Montana Budget And Policy CenterGENERAL OPERATING GRANT | Helena, MT | $38K | 2023 |
| St Vincent Healthcare FoundationCLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY | Billings, MT | $38K | 2023 |
| University Of MontanaMASTER'S IN PHYSICIAN ASSISTANT STUDIES (MPAS) CLINICAL TRAINING NETWORK DEVELOPMENT | Missoula, MT | $38K | 2023 |
| The Rural Behavioral Health InstituteINCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS | Livingston, MT | $38K | 2023 |
| Helena School DistrictHELENA PUBLIC SCHOOLS SCHOOL BASED HEALTH CLINIC (SBHC) IMPLEMENTATION GRANT. | Helena, MT | $38K | 2023 |
| Alliance For Youth IncRECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE | Great Falls, MT | $38K | 2023 |
| Helena Indian AllianceHELENA INDIAN ALLIANCE (HIA) INTEGRATED BEHAVIORAL HEALTH (IBH) | Helena, MT | $37K | 2023 |
| Northern Cheyenne Tribal Board Of HealthNORTHERN CHEYENNE SCHOOL WELLNESS PROJECT | Lame Deer, MT | $37K | 2023 |