Nonprofit · EIN 20-1746884
RUTH AND VERNON TAYLOR FOUNDATION MONTANA
Tax-exempt · BELGRADE, MT 59714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $422,487 | $252,474 | $170,013 | $5,013,658 | $0 | $5,013,658 |
| December 31, 2024 | 990-PF | $302,309 | $464,950 | -$162,641 | $4,843,645 | $0 | $4,843,645 |
| December 31, 2023 | 990-PF | $152,686 | $315,167 | -$162,481 | $5,006,286 | $0 | $5,006,286 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $212,750
- Interest
- $3,894
- Net gain from sales of assets
- $205,843
Expenses
- Grants and similar amounts paid
- $206,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $207,974
- Excise tax on investment income
- $5,315
Balance sheet and other
- Total assets, start of year
- $4,843,645
- Total assets, end of year
- $5,013,658
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,013,658
- Fair market value of assets
- $7,369,695
- Qualifying distributions
- $207,974
- Net investment income
- $422,487
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEATRICE R TAYLOR 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR & PRESIDENT | 10 | $0 |
| SUSAN R TAYLOR 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR & VICE PRESIDENT | 0 | $0 |
| PEGGY L OLSON 358 FARMLAND CROSSING, BELGRADE, MT 59714 | SECRETARY/ TREASURER | 10 | $0 |
| ELIZABETH KT SCHAMBERGER 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEATRICE R TAYLOR 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR & PRESIDENT | 10 | $0 |
| SUSAN R TAYLOR 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR & VICE PRESIDENT | 0 | $0 |
| PEGGY L OLSON 358 FARMLAND CROSSING, BELGRADE, MT 59714 | SECRETARY/ TREASURER | 10 | $0 |
| ELIZABETH KT SCHAMBERGER 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEATRICE R TAYLOR 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR & PRESIDENT | 10 | $0 |
| SUSAN R TAYLOR 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR & VICE PRESIDENT | 0 | $0 |
| PEGGY L OLSON 358 FARMLAND CROSSING, BELGRADE, MT 59714 | SECRETARY/ TREASURER | 10 | $0 |
| ELIZABETH KT SCHAMBERGER 358 FARMLAND CROSSING, BELGRADE, MT 59714 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 358 FARMLAND XING, BELGRADE, MT 59714-9380
- In care of
- % JAMES C TAYLOR
- Signed the 990-PF
- BEATRICE R TAYLOR, DIRECTOR & PRESIDENT
- Phone
- (406) 587-5594
- Return prepared by
- EIDE BAILLY LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1746884
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,013,658
- Income (IRS master file)
- $1,808,954
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $422,487 | $252,474 | $5,013,658 | IRS |
| 990-PF | December 2024 | $302,309 | $464,950 | $4,843,645 | XML |
| 990-PF | December 2023 | $152,686 | $315,167 | $5,006,286 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1746884).
Questions about RUTH AND VERNON TAYLOR FOUNDATION MONTANA
- What is the EIN of RUTH AND VERNON TAYLOR FOUNDATION MONTANA?
- The employer identification number (EIN) of RUTH AND VERNON TAYLOR FOUNDATION MONTANA is 20-1746884.
- Is RUTH AND VERNON TAYLOR FOUNDATION MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to RUTH AND VERNON TAYLOR FOUNDATION MONTANA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does RUTH AND VERNON TAYLOR FOUNDATION MONTANA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RUTH AND VERNON TAYLOR FOUNDATION MONTANA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RUTH AND VERNON TAYLOR FOUNDATION MONTANA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RUTH AND VERNON TAYLOR FOUNDATION MONTANA?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does RUTH AND VERNON TAYLOR FOUNDATION MONTANA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $422,487, expenses of $252,474 and total assets of $5,013,658 at year end.
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