Funder DirectoryWilliam and Lorene Nefsy Foundation
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Private foundation (trust)EIN 810473714Est. 1993-05

William and Lorene Nefsy Foundation

Miles City, MT 59301

Total Assets

$1.8M

FY 2023

Annual Giving

$83K

FY 2023

Grants Made

14

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$600–$13K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$102K

Total Expenses

$95K

Qualifying Distributions

$86K

Distributable Amount

$87K

Min. Investment Return

$88K

Undistributed Income

$83K

Payout rate 99%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.99%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

14 grants

Grant sizes from minimum $600 through median $6K to maximum $13K, 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

6 years

Giving over time from 2017 to 2023. Peak $83K in 2021. Hover bars for details.

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

Top Recipients

64 grants

Bozeman Sports Park Foundation
$63K
2 grants
UM Western Foundation
$48K
1 grant
Dawson Community College Athletics
$35K
1 grant
Sidney Boys & Girls Club
$20K
1 grant
MCFCarter County CF Fund
$19K
1 grant
Custer County District High School
$15K
1 grant
Billings Catholic Schools Foundation
$15K
2 grants
Pondera Rec Association
$13K
1 grant

Grant Size Distribution

64 grants

<$10K
56
grants
$10–50K
7
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Montana
$483K
100% of total

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William and Lorene Nefsy Foundation — Grants, Financials & Contact | Grantivo