BOZEMAN, MT
Montana Healthcare Foundation
Quick Facts
- EIN
- 466854005
- Location
- BOZEMAN, MT
- Category
- Philanthropy & Grantmaking
- Total Assets
- $283.9M
- Annual Income
- $74.5M
- IRS Ruling Year
- 2013
- Organization Type
- Trust
- Principal Officer
- % Price Klaas
- Tax Deductibility
- Contributions are deductible
About This Foundation
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. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$11.8M
2023-3%
Total Assets
$249.8M
2023+4%
Fair Market Value
$253M
2023
Net Worth
$245.1M
2023
Grants Paid
$5.4M
2023
Contributions
$150
2023
Net Investment Income
$9.2M
2023
Distribution Amount
$11.8M
2023
Total Giving by Year
$31K
13$1.7M
14$2.5M
15$9.8M
19$9.4M
20$10.6M
21$12.1M
22$11.8M
23Asset Growth
$40.3M
13$62M
14$102.3M
15$188.7M
19$211.8M
20$254.9M
21$239.3M
22$249.8M
23Investment Portfolio (2023)
Total: $97.3M
Corporate Stock: $79M
Corporate Bonds: $18.4M
Other Investments: $126M
Cash: $230K
Corporate Stock (35%)
Corporate Bonds (8%)
Other Investments (56%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$5.4M
Officer Compensation$543K
Pension & Benefits$475K
Occupancy$291K
Travel & Conferences$163K
Depreciation$114K
Accounting Fees$98K
Legal Fees$15K
Revenue Sources (2023)
- Capital Gains (Net)
- $4.5M
- Dividends
- $3M
- Gross Rents
- $341K
- Interest
- $129K
- Other Income
- $53K
- Contributions
- $150
Financial Details (2023)
- Total Revenue
- $8M
- Total Expenses
- $11.8M
- Exempt Purpose Expenses
- $10.7M
- Required Distribution
- $11.8M
- Undistributed Income
- $10.5M
- Grants Approved (Future)
- $2M
- Total Liabilities
- $4.7M
- Excise Tax
- $129K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$2.6M
Average Grant
$53K
Median Grant
$50K
Grant Range
Min$37K
Max$200K
Median: $50K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
MT: $2.5M (48)
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
CA: $100K (2)
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
MT$2.5M (48)
CA$100K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Montana Public Health InstituteMONTANA PUBLIC HEALTH INSTITUTE START UP | Kalispell, MT | $200K | 2023 |
| 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 |
| 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 |
| 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 |
| Billings ClinicREGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT | Billings, MT | $50K | 2023 |
| The Henry J Kaiser Family FoundationKAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025) | San Francisco, CA | $50K | 2023 |
| Northern Montana Health CareINTEGRATED BEHAVIORAL HEALTH INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | Havre, MT | $50K | 2023 |
| The Henry J Kaiser Family FoundationKAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025) | San Francisco, CA | $50K | 2023 |
| Rocky Boy Health BoardNURTURING HEALTHY MOMS FOR BRIGHT FUTURES | Box Elder, MT | $50K | 2023 |
| Northeast Montana Health ServicesNORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE | Wolf Point, MT | $50K | 2023 |
| Behavioral Health Alliance Of MontanaSUSTAINABLE OPERATING FUNDING FOR FY2024 | Missoula, MT | $50K | 2023 |
| Northern Montana Health CareINTEGRATED BEHAVIORAL HEALTH INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | Havre, MT | $50K | 2023 |
| Logan Health Cut BankLOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC | Cut Bank, MT | $50K | 2023 |
| Blackfeet Tribal HealthSOUTHERN PIEGAN SCHOOL HEALTH - TELEHEALTH | Browning, MT | $50K | 2023 |
| Billings ClinicREGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT | Billings, 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 |
| Blackfeet Tribal HealthSOUTHERN PIEGAN SCHOOL HEALTH - TELEHEALTH | Browning, MT | $50K | 2023 |
| University Of Montana Center For Children Families And Workforce DevelopmeMONTANA PAX: GOOD BEHAVIOR GAME SUSTAINABILITY INITIATIVE | Missoula, MT | $50K | 2023 |
| Nacdc Financial Services IncFOUR BANDS WORKFORCE & PROFESSIONAL DEVELOPMENT | Browning, MT | $50K | 2023 |
| Benefis Health System FoundationADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA | Great Falls, 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 |
| 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 |
| Northern Montana Health CareMEADOWLARK INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | Havre, MT | $44K | 2023 |
| Northern Montana Health CareMEADOWLARK INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | Havre, MT | $44K | 2023 |
| Indian Family Health ClinicSTRENGTHENING URBAN INDIAN HEALTH CARE | Great Falls, MT | $44K | 2023 |
| Indian Family Health ClinicSTRENGTHENING URBAN INDIAN HEALTH CARE | Great Falls, MT | $41K | 2023 |
| Gallatin CountyGALLATIN BEHAVIORAL HEALTH COALITION | Bozeman, MT | $38K | 2023 |
| University Of MontanaMASTER'S IN PHYSICIAN ASSISTANT STUDIES (MPAS) CLINICAL TRAINING NETWORK DEVELOPMENT | Missoula, MT | $38K | 2023 |
| Gallatin CountyGALLATIN BEHAVIORAL HEALTH COALITION | Bozeman, MT | $38K | 2023 |
| University Of MontanaMASTER'S IN PHYSICIAN ASSISTANT STUDIES (MPAS) CLINICAL TRAINING NETWORK DEVELOPMENT | Missoula, MT | $38K | 2023 |
| Montana Budget And Policy CenterGENERAL OPERATING GRANT | Helena, MT | $38K | 2023 |
| Helena School DistrictHELENA PUBLIC SCHOOLS SCHOOL BASED HEALTH CLINIC (SBHC) IMPLEMENTATION GRANT. | Helena, MT | $38K | 2023 |
| School Administrators Of MontanaSTRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA | Helena, MT | $38K | 2023 |
| The Rural Behavioral Health InstituteINCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS | Livingston, MT | $38K | 2023 |
| Partnership Health CenterSTRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH | Missoula, MT | $38K | 2023 |
| Pureview Health CenterPUREVIEW SCHOOL BASED HEALTH CENTER | Helena, MT | $38K | 2023 |
| Partnership Health CenterSTRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH | Missoula, 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 |
| 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 |
| Helena Indian AllianceHELENA INDIAN ALLIANCE (HIA) INTEGRATED BEHAVIORAL HEALTH (IBH) | Helena, MT | $37K | 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 |
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 |
| 2016-12 | 990PF | View Filing |
| 2015-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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