This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $383,762,888 | $384,734,661 | $134,989 | $446,678,284 | $369,781,049 |
| FY2024 | 990 | $370,111,868 | $337,642,599 | $135,635 | $465,064,719 | $361,520,007 |
| FY2023 | 990 | $321,100,273 | $322,501,180 | $205,895 | $422,143,078 | $338,935,616 |
| FY2022 | 990 | $316,195,673 | $307,685,104 | $265,010 | $451,491,963 | $337,071,548 |
| FY2021 | 990 | $308,586,246 | $285,550,691 | $121,122 | $492,755,059 | $364,052,378 |
| FY2020 | 990 | $255,687,438 | $250,346,856 | $64,000 | $409,178,278 | $278,947,739 |
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 92% 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 |
|---|---|---|---|---|
| ST PETERS HOSPITAL FOUNDATIONHELENA, MT | Not available | $136,860 | 2022 | |
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 |
|---|---|---|---|
| Russ Bell | CHAIR | 1.00 | $0 |
| Loren Brown | VICE CHAIR | 1.00 | $0 |
| Justin Mosness | SECRETARY/TREASURER | 1.00 | $0 |
| Kerry Hale | CHIEF OF STAFF |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| ST PETERS HOSPITAL FOUNDATIONHELENA, MT |
| ASSISTANCE FUND |
| $114,721 |
| 2023 |
| ST PETERS HOSPITAL FOUNDATIONHELENA, MT | Not available | $97,050 | 2021 |
| ST PETER'S HEALTH FOUNDATIONHELENA, MT | TO FUND ENDOWMENT | $43,739 | 2025 |
| HELENA FOOD SHAREHELENA, MT | Healthy Food Initiative | $40,000 | 2022 |
| HELENA FOOD SHAREHELENA, MT | Healthy Food Initiative | $26,000 | 2020 |
| Exploration WorksHelena, MT | Sponsorship | $20,180 | 2021 |
| HELENA PUBLIC SCHOOLSHELENA, MT | SPONSORHIP OF HELENA SCHOOLS ATHLETIC/ACTIVITY, REINFORCING IMPORTANCE OF PHYSICAL AND SOCIAL ACTIVITY ON THE OVERALL HEALTH AND WELLNESS OF OUR COMMUNITY | $20,000 | 2025 |
| HELENA FOOD SHAREHELENA, MT | Healthy Food Initiative | $20,000 | 2023 |
| HELENA FOOD SHAREHELENA, MT | HEALTHY FOOD INITIATIVE | $20,000 | 2024 |
| HELENA FOOD SHAREHELENA, MT | Healthy Food Initiative | $20,000 | 2021 |
| CARROLL COLLEGE ATHLETICSHELENA, MT | ATHLETIC CORPORATE SPONSORHIP | $17,500 | 2025 |
| Helena Family YMCAHelena, MT | After School Program | $16,000 | 2020 |
| Carroll CollegeHelena, MT | Sponsorship | $12,000 | 2020 |
| GREAT DIVIDE SKI PATROL FOUNDATIONMarysville, MT | SKI HILL CLINIC AND MEDICAL EQUIPMENT | $10,000 | 2023 |
| Carroll CollegeHelena, MT | Sponsorship | $8,500 | 2021 |
| EXPLORATION WORKSHELENA, MT | SPONSORSHIP OF CHILDREN'S BRAIN EXHIBIT | $8,500 | 2024 |
| Girls ThriveHELENA, MT | Support Organization | $6,750 | 2023 |
| Girls ThriveHELENA, MT | Support Organization | $6,650 | 2022 |
| Exploration WorksHelena, MT | Sponsorship | $6,500 | 2022 |
| GIRLS THRIVEHELENA, MT | SPONSORSHIP/DONATION | $6,000 | 2024 |
| CARROLL COLLEGEHELENA, MT | SPONSORSHIP OF WELLNESS NIGHT | $6,000 | 2024 |
| Helena School DistrictHelena, MT | Support Program | $5,882 | 2021 |
| HELENA COMMUNITY GARDENSHELENA, MT | FUNDS FOR MULTIPLE GARDEN UPDATES AND INFRASTRUCTURE NEEDS | $5,500 | 2025 |
| Prickly Pear Land TrustHelena, MT | SPONSORSHIP | $5,500 | 2023 |
| 40.00 |
| $269,462 |
| Rep Mary Caferro | DIRECTOR | 1.00 | $0 |
| Nate Mccarthy | FOUNDATION CHAIR | 1.00 | $0 |
| Kelly Parsley | DIRECTOR | 1.00 | $0 |
| Rosslyn Duncan | DIRECTOR | 1.00 | $0 |
| Tim Meldrum | DIRECTOR | 1.00 | $0 |
| Meg Jacoby | DIRECTOR | 1.00 | $0 |
| Sara Medley | DIRECTOR | 1.00 | $0 |
| Willam Batey Md | DIRECTOR | 1.00 | $0 |
| Jim Stanger | DIRECTOR | 1.00 | $0 |
| Wade Johnson | CEO | 40.00 | $941,348 |
| Nathan Coburn | CFO | 40.00 | $398,066 |
| Shelly Harkins | CMO | 40.00 | $131,006 |
| Kari Koehler | CNO | 40.00 | $73,789 |
| Stephen Mason | EXECUTIVE VP | 40.00 | $325,466 |
| Brian Lee | COO | 40.00 | $203,331 |
| Todd Wampler | PRESIDENT SPMG | 40.00 | $498,236 |
| Lauren Shea | MD | 40.00 | $1,457,795 |
| Christopher Lindsay | MD | 40.00 | $1,284,547 |
| Drake Mcarthur | PHYSICIAN | 40.00 | $1,054,638 |
| Brandon Newgard | MD | 40.00 | $958,239 |
| Kevin Brown | DO | 40.00 | $908,691 |
Form 990 · FY2024 · period ending May 31, 2024IRS bulk XML
Filing id 202531049349302183
Form 990 · FY2023 · period ending May 31, 2023IRS bulk XML
Filing id 202401039349301995
Form 990 · FY2022 · period ending May 31, 2022
Filing id 202341109349301224
Form 990 · FY2021 · period ending May 31, 2021
Filing id 202211049349300626
Form 990 · FY2020 · period ending May 31, 2020
Filing id 202131029349301078
Form 990 · FY2017 · period ending May 31, 2017
Filing id 201811039349300516
Form 990 · FY2016 · period ending May 31, 2016
Filing id 201731059349300518
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.