Private foundation
SHIELDS VALLEY FOUNDATION INC
CLYDE PARK, MTEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
CLYDE PARK, MTEIN
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.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
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 | $20,810 | $10,559 | $10,000 | $165,588 |
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
No public data foundWhere recipients are
Based on the 0% 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 |
|---|---|---|---|---|
| SHIELDS VALLEY SCHOOLWILSALL, MT | ACTIVITIES/GIFTS FOR SCHOOL CHILDREN | $8,273 | 2016 | |
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 |
|---|---|---|---|
| Don Scott | PRESIDENT | 0.25 | $0 |
| Kelly Woosley | VICE PRESIDENT | 0.25 | $0 |
| Cayli Lehman | SECRETARY | 0.25 | $0 |
| Cindy Good | TREASURER |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $165,588 |
| FY2024 | 990-PF | $3,790 | $14,600 | $10,000 | $155,337 | $155,337 |
| FY2023 | 990-PF | $27,934 | $19,815 | $18,000 | $166,147 | $166,147 |
| FY2022 | 990-PF | $22,020 | $23,195 | $21,250 | $158,028 | $158,028 |
| FY2021 | 990-PF | $72,455 | $14,279 | $13,000 | $159,203 | $159,203 |
| FY2020 | 990-PF | $23,918 | $12,756 | $11,250 | $101,027 | $101,027 |
| FY2019amended | 990-PF | $24,395 | $20,340 | $18,500 | $89,865 | $89,865 |
| FY2017 | 990-PF | $29,360 | $17,729 | $17,075 | $88,372 | $88,372 |
| FY2016 | 990-PF | $29,917 | $36,820 | $36,273 | $80,891 | $76,741 |
| HIGHER EDUCATION BOOKS/TUITION |
| $7,000 |
| 2016 |
| BROCK PETERSONCLYDE PARK, MT | HIGHER EDUCATION BOOKS/TUITION | $6,000 | 2017 |
| Molly EngleClyde Park, MT | Higher education books/tuition. | $5,500 | 2020 |
| NORA DOMINICKWILSALL, MT | HIGHER EDUCATION BOOKS/TUITION | $5,000 | 2025 |
| Regan Abigail HansonLivingston, MT | Higher education books/tuition. | $5,000 | 2022 |
| Reagan LongLivingston, MT | Higher education books/tuition. | $5,000 | 2024 |
| Shields Valley SchoolWilsall, MT | Activities/gifts for school children. | $5,000 | 2019 |
| Andie EstesLivingston, MT | Higher education books/tuition | $5,000 | 2023 |
| Julianna CrostonClyde Park, MT | Higher education books/tuition. | $5,000 | 2021 |
| Haven Alexis SagerWilsall, MT | Higher education books/tuition. | $5,000 | 2022 |
| Perry DominickWilsall, MT | Higher education books/tuition. | $4,500 | 2023 |
| Brooklyn Jean BaukolClyde Park, MT | Higher education books/tuition. | $4,500 | 2023 |
| SHIELDS VALLEY SCHOOLWILSALL, MT | ACTIVITIES/GIFTS FOR SCHOOL CHILDREN | $4,075 | 2017 |
| Molly EngleClyde Park, MT | Higher education books/tuition. | $4,000 | 2019 |
| COLTON JONESCLYDE PARK, MT | HIGHER EDUCATION BOOKS/TUITION | $4,000 | 2017 |
| JORDAN STAFFORDWILSALL, MT | HIGHER EDUCATION BOOKS/TUITION | $4,000 | 2016 |
| Shields Valley SchoolWilsall, MT | Activities/gifts for school children. | $3,000 | 2021 |
| Joseph BennettClyde Park, MT | Higher education books/tuition. | $3,000 | 2019 |
| Lauren FlattLivingston, MT | Higher education books/tuition. | $2,750 | 2019 |
| Emma DoolittleBozeman, MT | Higher education books/tuition. | $2,750 | 2019 |
| RYLEE HOYEMWILSALL, MT | HIGHER EDUCATION BOOKS/TUITION | $2,650 | 2016 |
| BRIANNE PETERSONCLYDE PARK, MT | HIGHER EDUCATION BOOKS/TUITION | $2,650 | 2016 |
| TIMBRE BARNESCLYDE PARK, MT | HIGHER EDUCATION BOOKS/TUITION | $2,650 | 2016 |
| MEAGHAN RAWLIVINGSTON, MT | HIGHER EDUCATION BOOKS/TUITION | $2,650 | 2016 |
| 0.50 |
| $0 |
| Cindy Dallas | BOARD MEMBER | 0.15 | $0 |
| Leslie Peterson | BOARD MEMBER | 0.15 | $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 Dec 31, 2024IRS bulk XML
Filing id 202500979349101255
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202440859349100764
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202310869349100521
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202200599349100120
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202120649349100402
Form 990-PF · FY2019 · period ending Dec 31, 2019 · amended
Filing id 202110699349100711
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201801869349100110
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201742339349100064
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.