Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $1,524,288 | $1,113,813 | $1,023,425 | $12,964,231 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 24% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| POVERELLO CENTER INCMISSOULA, MT | PROGRAM SERVICES | $34,000 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jonathan B Lupfer | TRUSTEE/TREA | 1.00 | $0 |
| Caroline Lupfer Kurtz | TRUSTEE/SECR | 0.50 | $0 |
| Willis O Kurtz | TRUSTEE | 0.50 | $0 |
| Susan Berseth | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $12,964,231 |
| FY2024 | 990-PF | $777,033 | $1,027,384 | $944,187 | $12,553,756 | $12,553,756 |
| FY2023 | 990-PF | $584,092 | $1,012,568 | $887,726 | $12,804,107 | $12,804,107 |
| FY2022 | 990-PF | $1,863,770 | $1,017,116 | $918,572 | $13,232,583 | $13,232,583 |
| FY2021 | 990-PF | $772,788 | $1,308,525 | $1,214,066 | $12,407,399 | $12,387,399 |
| FY2020 | 990-PF | $1,080,035 | $895,557 | $804,480 | $12,906,608 | $12,886,608 |
| FY2019 | 990-PF | $758,437 | $902,468 | $828,570 | $12,674,887 | $12,674,887 |
| FY2018 | 990-PF | $1,548,372 | $813,913 | $744,750 | $12,841,291 | $12,841,291 |
| FY2017 | 990-PF | $766,934 | $795,103 | $762,500 | $12,109,737 | $12,109,737 |
| GENERAL |
| $30,000 |
| 2021 |
| MISSOULA INSTITUTE SUSTAINABLE TRANMISSOULA, MT | GENERAL | $30,000 | 2020 |
| ECUMENICAL SOCIAL ACTION COMMITTEEJAMAICA PLAIN, MA | GENERAL | $30,000 | 2020 |
| MOUNTAIN HOME MONTANAMISSOULA, MT | GENERAL | $30,000 | 2023 |
| MYSTIC RIVER WATERSHED ASSOCIATIONARLINGTON, MA | GENERAL | $30,000 | 2023 |
| MYSTIC RIVER WATERSHED ASSOCIATIONARLINGTON, MA | GREENWAYS | $30,000 | 2025 |
| PROVERELLO CENTERMISSOULA, MT | GENERAL | $30,000 | 2021 |
| EDVESTORSBOSTON, MA | GENERAL | $30,000 | 2020 |
| MYSTIC RIVER WATERSHED ASSOCIATIONARLINGTON, MA | GREENWAYS | $30,000 | 2024 |
| WORLD FOOD PROGRAM USAWASHINGTON, DC | AFGHANISTAN RELIEF | $30,000 | 2022 |
| EDVESTORS MARTH SUPPORTBOSTON, MA | PROGRAM SERVICE | $30,000 | 2019 |
| CLARK FORK COALITIONMISSOULA, MT | EDUCATION PROGRAMS | $30,000 | 2021 |
| EDVESTORSBOSTON, MA | GENERAL | $30,000 | 2021 |
| CYCLE KIDSCAMBRIDGE, MA | GENERAL | $30,000 | 2023 |
| EDVESTORSBOSTON, MA | GENERAL | $30,000 | 2022 |
| EDVESTORSBOSTON, MA | ZEROING IN ON MATH | $30,000 | 2024 |
| SOCIEDAD LATINAROXBURY, MA | HEALTH ADVOCATES | $30,000 | 2021 |
| WASHINGTOM HANCOCK COMMUNITY AGENCYELLSWORTH, ME | EDUCATION | $30,000 | 2017 |
| FREECYCLESMISSOULA, MT | OUTDOOR CLASSROOM | $30,000 | 2021 |
| EDVESTORSBOSTON, MA | ZEROING IN ON MATH | $30,000 | 2025 |
| MASSACHUSETTS GENERAL HOSPITALBOSTON, MA | PROGRAM SERVICES | $30,000 | 2019 |
| FAMILY NURTURING CENTER OF MA INCDORCHESTER, MA | PROGRAM SERVICE | $30,000 | 2019 |
| EDVESTORSBOSTON, MA | GENERAL | $30,000 | 2023 |
| MISSOULA FOOD BANKMISSOULA, MT | PROGRAM SERVICE | $30,000 | 2017 |
| 0.50 |
| $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Feb 29, 2024IRS bulk XML
Filing id 202431559349100608
Form 990-PF · FY2023 · period ending Feb 28, 2023
Filing id 202301569349100805
Form 990-PF · FY2022 · period ending Feb 28, 2022
Filing id 202241789349100719
Form 990-PF · FY2021 · period ending Feb 28, 2021
Filing id 202121949349100812
Form 990-PF · FY2020 · period ending Feb 28, 2020
Filing id 202011399349100116
Form 990-PF · FY2019 · period ending Feb 28, 2019
Filing id 201943189349100144
Form 990-PF · FY2018 · period ending Feb 28, 2018
Filing id 201821979349100302
Form 990-PF · FY2017 · period ending Feb 28, 2017
Filing id 201701959349100755
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.