Grantmaking public charityEIN 810449307
THE FOUNDATION FOR THE DIOCESE OF
HELENA, MT 59624
Total Assets
$61.6M
FY 2023
Annual Giving
$97K
FY 2023
Grants Made
1
FY 2023
Avg Grant
$97K
FY 2023
Grant Range
—
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
Building and managing permanent endowments: the foundation solicits and manages gifts to permanent endowments to support the parishes and ministries of the diocese of helena. Over $37 million in endowed funds are professionally managed by the foundation, invested in adherence to the principals of socially responsible investing as outlined by the united states conference of catholic bishops. Endowment beneficiaries receive quarterly endowment statements reflecting investment activity and fund balances.
Program 2
Charitable planning expertise: the foundation provides annual estate planning and planned giving education in every deanery across the diocese of helena and upon request for an individual parish/school/ministry. Charitable gift annuity program administration is provided by the foundation, allowing donors with easy access to the montana endowment tax credit. The foundation establishes named endowment funds for donors, allowing them to provide a steady stream of income that their chosen parish/school/ministry can count on in perpetuity. Donors establishing named endowment funds receive annual endowment statements reflecting investment activity, distributions to their designated ministry, and fund balances.
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$24.3M
Total Expenses
$18.8M
Giving Over Time
7 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
8 grants
Grant Size Distribution
8 grants
Geographic Focus
1 states
Ready to work on a proposal for THE FOUNDATION FOR THE DIOCESE OF?
Open a draft with this funder pre-selected. Add guidelines when you have them.
Related funders in Montana
BURNT FORK MINISTRY
STEVENSVILLE, MT · $73K in grants
BRUNO AND EVELYNE BETTI FOUNDATION
BILLINGS, MT · $6.0M in grants
MICHAEL D ARNESON AND SUSAN H ARNESON
GALLATIN GATEWAY, MT · $4.7M in grants
The High Stakes Foundation
Missoula, MT · $1.9M in grants
ALLIE'S FRIENDS FOUNDATION
BIG SKY, MT · $1.6M in grants
OP & WE EDWARDS FOUNDATION INC
RED LODGE, MT · $1.6M in grants
The Scoob Trust Foundation
Clyde Park, MT · $1.1M in grants
THE ANGORA RIDGE FOUNDATION
WHITEFISH, MT · $522K in grants
Track THE FOUNDATION FOR THE DIOCESE OF
Get an email when Grantivo has new data for THE FOUNDATION FOR THE DIOCESE OF, such as a fresh IRS filing, updated financials, or newly reported grants. No account needed.
Free. Unsubscribe anytime. Or create an account to draft an application.