HELENA, MT
Treacy Company
Quick Facts
- EIN
- 810270257
- Location
- HELENA, MT
- Category
- General
- Total Assets
- $42M
- Annual Income
- $20.4M
- IRS Ruling Year
- 1947
- Organization Type
- Corporation
- Tax Deductibility
- Contributions are deductible
About This Foundation
Treacy Company is a private corporation based in HELENA, MT. The foundation received its IRS ruling in 1947. It holds total assets of $42M. Annual income is reported at $20.4M. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$2.6M
2023+13%
Total Assets
$39.5M
2023-2%
Fair Market Value
$47.9M
2023
Net Worth
$39.4M
2023
Grants Paid
$2.1M
2023
Contributions
$300
2023
Net Investment Income
$1.3M
2023
Distribution Amount
$2.2M
2023
Total Giving by Year
$1.3M
11$1.6M
12$2M
13$2.1M
14$2.1M
15$2.3M
19$2.4M
20$2.4M
21$2.3M
22$2.6M
23Asset Growth
$33M
11$33.4M
12$33.9M
13$34.2M
14$34.1M
15$37M
19$36.7M
20$36.9M
21$40.5M
22$39.5M
23Investment Portfolio (2023)
Total: $38M
Corporate Stock: $29.3M
Corporate Bonds: $4.6M
Government Obligations: $4.1M
Cash: $59K
Corporate Stock (77%)
Corporate Bonds (12%)
Government Obligations (11%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$2.1M
Officer Compensation$76K
Accounting Fees$14K
Depreciation$5K
Occupancy$4K
Travel & Conferences$2K
Revenue Sources (2023)
- Dividends
- $1.2M
- Capital Gains (Net)
- $404K
- Contributions
- $300
Financial Details (2023)
- Total Revenue
- $1.6M
- Total Expenses
- $2.6M
- Exempt Purpose Expenses
- $2.1M
- Required Distribution
- $2.2M
- Undistributed Income
- $2.2M
- Total Liabilities
- $50K
- Excise Tax
- $18K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$1.9M
Average Grant
$37K
Median Grant
$25K
Grant Range
Min$5K
Max$320K
Median: $25K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
MT: $1.9M (50)
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
OH
PA
NJ
CA
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$1.9M (50)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Various Higher Education InstitutioCollege scholarships paid directly to schools of higher education. | Various, MT | $320K | 2022 |
| Helena Food ShareSupport of capital campaign. | Helena, MT | $125K | 2022 |
| Montana Historical SocietySupport of capital campaign. | Helena, MT | $100K | 2022 |
| Montana Children'S FoundationSupport of capital campaign. | Helena, MT | $75K | 2022 |
| Trinity School Dist 44Support of capital campaign. | Canyon Creek, MT | $59K | 2022 |
| Grizzy Wolf Discovery CenterSupport of capital campaign. | W Yellowston, MT | $50K | 2022 |
| Big Sky Youth Education FoundationSupport of capital campaign. | Billings, MT | $50K | 2022 |
| ThriveSupport of capital campaign. | Bozeman, MT | $50K | 2022 |
| Stanford OpenSupport of capital campaign. | Stanford, MT | $50K | 2022 |
| Poverllo CenterSupport of capital campaign. | Missoula, MT | $50K | 2022 |
| HavenSupport of capital campaign. | Bozeman, MT | $50K | 2022 |
| Petroleum County Comm Center FdnSupport of capital campaign. | Winnett, MT | $50K | 2022 |
| North Valley Food BankSupport of capital campaign. | Whitefish, MT | $50K | 2022 |
| Montana Jewish ProjectSupport of capital campaign. | Helena, MT | $50K | 2022 |
| Greater Missoula Family YmcaSupport of capital campaign. | Missoula, MT | $50K | 2022 |
| Montana Heritage CommSupport of capital campaign. | Virginia City, MT | $45K | 2022 |
| Boys And Girls Club - HilineSupport of capital campaign. | Havre, MT | $40K | 2022 |
| Archie Bray FoundationSupport of capital campaign. | Helena, MT | $40K | 2022 |
| Glendive Recycles Our WastedSupport of capital campaign. | Glendive, MT | $40K | 2022 |
| Redlodge Area Community FoundationSupport of capital campaign. | Red Lodge, MT | $37K | 2022 |
| Salvation Army Of HelenaSupport of capital campaign. | Helena, MT | $35K | 2022 |
| SafeSupport of capital campaign. | Hamilton, MT | $35K | 2022 |
| St Vincent De Paul BillingsASSISTANCE WITH PURCHASE OF EQUIPMENT | Billings, MT | $31K | 2022 |
| Montana Learning CenterAssist with purchase of equipment. | Helena, MT | $25K | 2022 |
| Montana State University FoundationSupport of capital campaign. | Bozeman, MT | $25K | 2022 |
| Yellowstone Art MuseumAssist with cost of new HVAC unit. | Billings, MT | $25K | 2022 |
| Bozeman Public Library FoundationSupport of capital campaign. | Bozeman, MT | $25K | 2022 |
| Friends Of Jacee Park LlcSupport of capital campaign. | Dillon, MT | $25K | 2022 |
| Riverview Elementary SchoolASSISTANCE WITH PURCHASE OF PLAYGROUND EQUIPMENT | Great Falls, MT | $20K | 2022 |
| Ywca - MissoulaAssistance with purchase of security equipment | Missoula, MT | $16K | 2022 |
| Community Health PartnersSupport of capital campaign. | Bozeman, MT | $15K | 2022 |
| Missoula Downtown FoundationSupport of capital campaign. | Missoula, MT | $15K | 2022 |
| Madison Valley Medical CenterSupport of capital campaign. | Ennis, MT | $15K | 2022 |
| Mountain Home MontanaAssist with cost of remodel. | Missoula, MT | $15K | 2022 |
| Montana Food BankAssistance for purchase of food. | Missoula, MT | $10K | 2022 |
| Valley Christian School LibrarySupport of capital campaign. | Missoula, MT | $10K | 2022 |
| God'S LoveSupport of capital campaign. | Helena, MT | $10K | 2022 |
| Greater ImpactSupport of capital campaign. | Bozeman, MT | $10K | 2022 |
| Missoula Childrens TheatreSupport of capital campaign. | Missoula, MT | $10K | 2022 |
| Montana PediatricsSupport of capital campaign. | Missoula, MT | $10K | 2022 |
| Montana Preservation AllianceSupport of capital campaign. | Helen, MT | $10K | 2022 |
| Montana Center For HorsemanshipSupport of capital campaign. | Missoula, MT | $10K | 2022 |
| Flathead Food BankFunding for purchase of food. | Kalispell, MT | $10K | 2022 |
| Target Range PtaASSISTANCE WITH PURCHASE OF PLAYGROUND EQUIPMENT | Missoula, MT | $10K | 2022 |
| Butte Food BankFunding for purchase of food | Butte, MT | $10K | 2022 |
| Special OlympicsSupport of capital campaign. | Great Falls, MT | $10K | 2022 |
| Livingston Food PantryPURCHASE OF EQUIPMENT | Livingston, MT | $8K | 2022 |
| Garden Of The RockiesSupport of capital campaign. | Ronan, MT | $8K | 2022 |
| Seeley Lake Comm FoundationAssist with cost of remodel. | Seeley Lake, MT | $8K | 2022 |
| Missoula Boys Girls ClubASSISTANCE WITH PURCHASE OF EQUIPMENT | Missoula, MT | $5K | 2022 |
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 |
| 2019-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica