Private foundation (trust)EIN 844061522Est. 2020-10

LOCATI EDGE

BOZEMAN, MT 59715

Total Assets

$857K

FY 2023

Annual Giving

$29K

FY 2023

Grants Made

9

FY 2023

Avg Grant

$3K

FY 2023

Grant Range

$500–$9K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$61K

Total Expenses

$31K

Qualifying Distributions

$29K

Distributable Amount

$35K

Min. Investment Return

$35K

Undistributed Income

$29K

Payout rate 82%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.82%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $500 through median $3K to maximum $9K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $29K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

36 grants

HENRY RIENDEAU
$14K
3 grants
BLAKE PALMQUIST
$10K
1 grant
KYANNA HOEKEMA
$7K
3 grants
OWEN RIENDEAU
$6K
2 grants
ROYAL FAMILY KIDS
$6K
1 grant
AARON DIAZ
$5K
1 grant
EVA RIDGEWAY
$3K
1 grant
CLIVE YAKOS
$3K
1 grant

Grant Size Distribution

36 grants

<$10K
36
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Montana
$60K
79% of total
California
$10K
13% of total
Minnesota
$5K
6% of total
Idaho
$1K
1% of total

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LOCATI EDGE — Grants, Financials & Contact | Grantivo