Nonprofit · EIN 30-6089834
GIANFORTE FAM CHARITABLE TR
Tax-exempt · BOZEMAN, MT 59719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,776,480 | $13,384,288 | -$4,607,808 | $231,143,426 | $0 | $231,143,426 |
| December 31, 2023 | 990-PF | $5,621,630 | $11,972,211 | -$6,350,581 | $210,923,558 | $0 | $210,923,558 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $4,456,620
- Interest
- $1,383
- Net gain from sales of assets
- $4,164,116
- Other income
- $154,361
Expenses
- Grants and similar amounts paid
- $12,086,864
- Compensation of officers, directors and key employees
- $12,000
- Salaries, compensation and benefits (total)
- $357,300
- Disbursements for charitable purposes
- $12,608,218
- Excise tax on investment income
- $110,303
Balance sheet and other
- Total assets, start of year
- $210,923,558
- Total assets, end of year
- $231,143,426
- Total liabilities, end of year
- $0
- Net assets, end of year
- $231,143,426
- Fair market value of assets
- $231,143,426
- Qualifying distributions
- $12,608,218
- Net investment income
- $8,658,924
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE D KOENEN 363 VIGILANTE TRAIL, BOZEMAN, MT 59718 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $124,583 |
| JOY CHURCHILL 525 WEAVER ROAD, BELGRADE, MT 59714 | PROGRAM DIRECTOR Highest-paid employee | 40 | $89,583 |
| TIMOTHY J GUARDIPEE PO BOX 31, SACO, MT 59261 | NATIVE INITIATIVES D Highest-paid employee | 40 | $84,667 |
| SUSAN GIANFORTE 1320 MANLEY ROAD, BOZEMAN, MT 59715 | TRUSTEE | 4 | $12,000 |
| GREG GIANFORTE 1320 MANLEY ROAD, BOZEMAN, MT 59715 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE D KOENEN 363 VIGILANTE TRAIL, BOZEMAN, MT 59718 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $120,000 |
| JOY CHURCHILL 525 WEAVER ROAD, BELGRADE, MT 59714 | PROGRAM DIRECTOR Highest-paid employee | 40 | $85,000 |
| TIMOTHY J GUARDIPEE 3769 HERITAGE DRIVE, BILLINGS, MT 59102 | NATIVE INITIATIVES D Highest-paid employee | 40 | $81,000 |
| GREG GIANFORTE 1320 MANLEY ROAD, BOZEMAN, MT 59715 | TRUSTEE | 2 | $0 |
| SUSAN GIANFORTE 1320 MANLEY ROAD, BOZEMAN, MT 59715 | TRUSTEE | 4 | $0 |
| RICHARD GIANFORTE 12317 102ND LANE NE, KIRKLAND, WA 98034 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11253, BOZEMAN, MT 59719-1253
- In care of
- % SUSAN GIANFORTE
- Signed the 990-PF
- SUSAN GIANFORTE, TRUSTEE
- Phone
- (406) 585-0604
- Website
- GIANFORTEFOUNDATION.ORG
- Return prepared by
- WELLSPRING FINANCIAL ADVISORS
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 | Not 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
- 30-6089834
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $231,143,426
- Income (IRS master file)
- $28,120,991
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,776,480 | $13,384,288 | $231,143,426 | XML |
| 990-PF | December 2023 | $5,621,630 | $11,972,211 | $210,923,558 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 30-6089834).
Questions about GIANFORTE FAM CHARITABLE TR
- What is the EIN of GIANFORTE FAM CHARITABLE TR?
- The employer identification number (EIN) of GIANFORTE FAM CHARITABLE TR is 30-6089834.
- Is GIANFORTE FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to GIANFORTE FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GIANFORTE FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GIANFORTE FAM CHARITABLE TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GIANFORTE FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of GIANFORTE FAM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 4 received compensation from the organization, the highest $124,583 (CATHERINE D KOENEN, EXECUTIVE DIRECTOR).
- How much revenue does GIANFORTE FAM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,776,480, expenses of $13,384,288 and total assets of $231,143,426 at year end.
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