Private foundation
MISSOULA, 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.
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 | $476,918 | $331,728 | $295,201 | $5,617,053 |
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 3% 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 |
|---|---|---|---|---|
| YWCAMISSOULA, MT | LOCAL SUPPORT | $51,000 | 2021 | |
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. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ken Caruso | PRESIDENT | 1.00 | $0 |
| Kathy Flynn | TRUSTEE | 1.00 | $0 |
| Sabrina White | TRUSTEE | 1.00 | $0 |
| Candie Stover | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $5,605,209 |
| FY2024 | 990-PF | $316,095 | $294,688 | $257,063 | $5,464,278 | $5,460,019 |
| FY2023 | 990-PF | $737,016 | $343,199 | $301,688 | $5,447,227 | $5,438,612 |
| FY2022 | 990-PF | $933,398 | $352,013 | $307,503 | $5,055,741 | $5,044,795 |
| FY2021 | 990-PF | $442,402 | $281,350 | $246,196 | $4,468,728 | $4,463,410 |
| DONATION FOR NONPROFIT'S MISSION |
| $20,000 |
| 2022 |
| LINDA CONRADMISSOULA, MT | ACCESSIBLE HOUSING | $13,950 | 2024 |
| SHOFF CATHERINEMISSOULA, MT | CAPITAL IMPROVE/EQUIP | $13,735 | 2025 |
| MELISSA REYNAMISSOULA, MT | CAPITAL IMPROVEMENTS/EQUIPMENT | $12,980 | 2021 |
| KATHY ENGENMISSOULA, MT | ASSISTIVE EQUIPMENT/DEVICE | $12,600 | 2024 |
| LISA PETERSONMISSOULA, MT | ASSISTIVE EQUIPMENT | $12,365 | 2023 |
| NORTH MISSOULA COMMUNITY DEVELOPMENT CORPMISSOULA, MT | DONATION FOR NONPROFIT'S MISSION | $12,317 | 2022 |
| LANEY LANEMISSOULA, MT | ASSISTIVE EQUIPMENT | $11,250 | 2023 |
| CHARLOTTE LAMEREMISSOULA, MT | ASSISTIVE EQUIPMENT | $10,875 | 2023 |
| JAYDEN FRED FOUNDATIONMISSOULA, MT | LOCAL SUPPORT | $10,000 | 2023 |
| MISSOULA AGING SERVICESMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2018 to 2021. Counted Oct 9, 2026.MISSOULA, MT | LOCAL SUPPORT | $10,000 | 2024 |
| MISSION VALLEY SENIOR CENTERRONAN, MT | LOCAL SUPPORT | $10,000 | 2025 |
| JAYDN FRED FOUNDATIONMISSOULA, MT | LOCAL SUPPORT | $10,000 | 2021 |
| PARTNERS HOPE FOUNDATIONMISSOULA, MT | LOCAL SUPPORT | $10,000 | 2025 |
| RADIO TALKING BOOK SERVICEOMAHA, NE | LOCAL SUPPORT | $10,000 | 2025 |
| ANGEL FLIGHT WESTSANTA MONICA, CA | LOCAL SUPPORT | $10,000 | 2024 |
| ANGEL FLIGHT WESTSANTA MONICA, CA | LOCAL SUPPORT | $10,000 | 2025 |
| FORTIER HOLLISMISSOULA, MT | ASSISTIVE EQUIPMENT/DEV | $10,000 | 2025 |
| MISSOULA AGING SERVICESMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2018 to 2021. Counted Oct 9, 2026.MISSOULA, MT | LOCAL SUPPORT | $10,000 | 2023 |
| MISSOULA AGING SERVICESMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2018 to 2021. Counted Oct 9, 2026.MISSOULA, MT | LOCAL SUPPORT | $10,000 | 2025 |
| REX LEWISMISSOULA, MT | ASSISTIVE EQUIPMENT | $9,765 | 2023 |
| DELORES WHETZELMISSOULA, MT | ACCESSIBLE HOUSING | $9,475 | 2023 |
| JENKINS EVELYNMISSOULA, MT | ACCESSIBLE HOUSING | $9,105 | 2025 |
| BARB VALADEZMISSOULA, MT | ACCESSIBLE HOUSING | $8,800 | 2024 |
| 1.00 |
| $0 |
| Tim Marinan | TRUSTEE | 1.00 | $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 Mar 31, 2024IRS bulk XML
Filing id 202500279349100700
Form 990-PF · FY2023 · period ending Mar 31, 2023
Filing id 202303149349100545
Form 990-PF · FY2022 · period ending Mar 31, 2022
Filing id 202203209349101455
Form 990-PF · FY2021 · period ending Mar 31, 2021
Filing id 202132449349100423
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.