OVANDO, MT
Tykeson Fam Charitable Trust
Quick Facts
- EIN
- 367428977
- Location
- OVANDO, MT
- Category
- Philanthropy & Grantmaking
- Total Assets
- $102.2M
- Annual Income
- $22.8M
- IRS Ruling Year
- 2004
- Organization Type
- Trust
- Tax Deductibility
- Contributions are deductible
About This Foundation
Tykeson Fam Charitable Trust is a private trust based in OVANDO, MT. The foundation received its IRS ruling in 2004. It holds total assets of $102.2M. Annual income is reported at $22.8M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$5.7M
2023-4%
Total Assets
$101.5M
2023-2%
Fair Market Value
$112.7M
2023
Net Worth
$101.5M
2023
Grants Paid
$5.1M
2023
Contributions
$0
2023
Net Investment Income
$3M
2023
Distribution Amount
$5.3M
2023
Total Giving by Year
$979K
11$776K
12$1.2M
13$1.6M
14$2.6M
15$2.8M
19$3.3M
20$4.5M
21$6M
22$5.7M
23Asset Growth
$13.3M
11$14.2M
12$15M
13$30.1M
14$43M
15$81M
19$84.3M
20$106.4M
21$103.9M
22$101.5M
23Investment Portfolio (2023)
Total: $75.2M
Corporate Stock: $75.2M
Other Investments: $26.3M
Corporate Stock (74%)
Other Investments (26%)
Expense Breakdown (2023)
Grants Paid$5.1M
Officer Compensation$75K
Interest$67K
Accounting Fees$59K
Occupancy$732
Revenue Sources (2023)
- Dividends
- $2M
- Capital Gains (Net)
- $877K
- Other Income
- $522K
- Interest
- $1K
Financial Details (2023)
- Total Revenue
- $3.4M
- Total Expenses
- $5.7M
- Exempt Purpose Expenses
- $5.2M
- Required Distribution
- $5.3M
- Undistributed Income
- $5.1M
- Grants Approved (Future)
- $3.1M
- Total Liabilities
- $1
- Excise Tax
- $41K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$5M
Average Grant
$101K
Median Grant
$58K
Grant Range
Min$4K
Max$500K
Median: $58K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
MT: $1.4M (14)
ND
MN
WI
MI
NY
NY: $15K (2)
MA
MA: $5K (1)
CT
RI
OR
OR: $3.2M (26)
NV
WY
SD
IA
IL
IN
OH
PA
PA: $250K (1)
NJ
CA
CA: $121K (2)
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
DC: $10K (2)
AZ
AZ: $4K (1)
NM
KS
AR
TN
NC
NC: $6K (1)
SC
OK
LA
MS
AL
GA
FL
HI
TX
OR$3.2M (26)
MT$1.4M (14)
PA$250K (1)
CA$121K (2)
NY$15K (2)
DC$10K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Oregon Shakespeare FestivalSAVE OUR SEASON CAMPAIGN | Ashland, OR | $500K | 2023 |
| Mountain HomeCAPITAL CAMPAIGN | Missoula, MT | $255K | 2023 |
| The Lenfest Institute For JournalismEUGENE/SPRINGFIELD LOCATION CAPITAL CAMPAIGN | Philadelphia, PA | $250K | 2023 |
| University Of MontanaWILDLIFE BIOLOGY PROGRAM | Missoula, MT | $250K | 2023 |
| John G Shedd Institute For The ArtsCAPITAL CAMPAIGN | Eugene, OR | $250K | 2023 |
| Deschutes Public Library FoundationCAPITAL CAMPAIGN | Bend, OR | $250K | 2023 |
| Montana Children'S FoundationSHODAIR CHILDREN'S HOSPITAL | Helena, MT | $250K | 2023 |
| Missoula Family YmcaCAPITAL CAMPAIGN | Missoula, MT | $250K | 2023 |
| Friends Of The ChildrenNATIONAL CHAPTER | Portland, OR | $250K | 2023 |
| St Charles FoundationICU PATIENT TOWER | Bend, OR | $200K | 2023 |
| University Of Oregon FoundationOREGON BACH FESTIVAL BUILDING FUND | Eugene, OR | $200K | 2023 |
| Partners In CareGENERAL FUND | Bend, OR | $200K | 2023 |
| University Of Oregon FoundationSAIL PROGRAM | Eugene, OR | $150K | 2023 |
| Connected Lane CountyGENERAL FUND | Eugene, OR | $150K | 2023 |
| Stand For ChildrenEARLY LITERACY SUCCESS INITIATIVE | Portland, OR | $130K | 2023 |
| Friends Of The ChildrenMISSOULA CHAPTER | Missoula, MT | $125K | 2023 |
| Volunteers In Medicine Of The CascadesGENERAL FUND | Bend, OR | $125K | 2023 |
| Conejo Valley Senior ConcernsCAPACITY BUILDING FUND | Thousand Oaks, CA | $105K | 2023 |
| Boys & Girls Club Of BendGENERAL FUND | Bend, OR | $100K | 2023 |
| Garden City HarvestGENERAL FUND | Missoula, MT | $100K | 2023 |
| Relief Nursery IncPROGRAM EXPANSION | Eugene, OR | $100K | 2023 |
| Eugene Ballet CompanyGENERAL FUND | Eugene, OR | $100K | 2023 |
| University Of Oregon FoundationJORDAN SCHNITZER MUSEUM OF ARTS' ART HEALS | Eugene, OR | $95K | 2023 |
| Friends Of The ChildrenLANE COUNTY CHAPTER | Eugene, OR | $75K | 2023 |
| Friends Of The ChildrenCAPACITY BUILDING FUND | Missoula, MT | $65K | 2023 |
| Eugene Family YmcaCAPITAL CAMPAIGN | Eugene, OR | $50K | 2023 |
| United Way Of Lane CountyBUILDING CHALLENGE | Springfield, OR | $50K | 2023 |
| Bags Of Love IncGENERAL FUND | Eugene, OR | $50K | 2023 |
| Ohsu FoundationDR. BOURDETTE'S WORK ON MS | Portland, OR | $50K | 2023 |
| Family Access Network FoundationGENERAL FUND | Bend, OR | $50K | 2023 |
| Missoula Community FoundationGENERAL FUND | Missoula, MT | $50K | 2023 |
| Spark Arts Dba Missoula Cultural CouncilARTS INTEGRATION PROJECT | Missoula, MT | $30K | 2023 |
| Pearl Buck Center IncGENERAL FUND | Eugene, OR | $25K | 2023 |
| The Nature ConservancyGENERAL FUND | Helena, MT | $25K | 2023 |
| Fund For Oregon Rural JournalismFUTURE JOURNALISTS OF AMERICA | Bend, OR | $20K | 2023 |
| Foodshare IncGENERAL FUND | Oxford, CA | $16K | 2023 |
| Missoula Creative Writing CollaborativeGENERAL FUND | Missoula, MT | $12K | 2023 |
| Hearts And Horses FoundationGENERAL FUND | Setauket, NY | $10K | 2023 |
| St Patrick Hospital & Health FoundationGENERAL FUND | Missoula, MT | $10K | 2023 |
| Boys & Girls Club Of Richland CountyGENERAL FUND | Sidney, MT | $10K | 2023 |
| Ywca MissoulaGENERAL FUND | Missoula, MT | $8K | 2023 |
| Oregon Public BroadcastingNEWS DIVISION | Portland, OR | $7K | 2023 |
| Africa ExchangeAFRICA EXCHANGE | Cedar Grove, NC | $6K | 2023 |
| News Literacy ProjectGENERAL FUND | Washington, DC | $5K | 2023 |
| Environmental Law AllianceGENERAL FUND | Eugene, OR | $5K | 2023 |
| Ground Truth ProjectGENERAL FUND | Boston, MA | $5K | 2023 |
| Pro Publica IncGENERAL FUND | New York, NY | $5K | 2023 |
| American Journalism ProjectGENERAL FUND | Washington, DC | $5K | 2023 |
| Oregon WildGENERAL FUND | Portland, OR | $5K | 2023 |
| Mt Calvary Early Learning CenterGENERAL FUND | Flagstaff, AZ | $4K | 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 |
Filings sourced from IRS e-file index. View all on ProPublica
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