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Nonprofit · EIN 81-0435459

MONTANA HISTORY FOUNDATION

Tax-exempt · HELENA, MT 59601

Financials

$1.6M$2.1M2023$992K$990K2024
Revenue Expenses · by fiscal year end
Financials of MONTANA HISTORY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$991,871$990,435$1,436$10,059,853$607,312$9,452,541
June 30, 2024990$1,572,915$2,108,316-$535,401$9,546,645$655,175$8,891,470
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$413,700
Program service revenue
$0
Investment income
$207,296
Royalties
$193,842
Net rental income
$124,628
Other revenue
$370,875

Expenses

Grants and similar amounts paid
$91,500
Compensation of officers, directors and key employees
$142,934
Other salaries and wages
$197,236
Salaries, compensation and benefits (total)
$423,858
Professional fundraising fees
$0
Accounting fees
$102,681
Travel
$17,676
Depreciation
$43,055
Program services (functional)
$698,258
Management and general (functional)
$204,640
Fundraising (functional)
$87,537

Balance sheet and other

Total assets, start of year
$9,546,645
Total assets, end of year
$10,059,853
Total liabilities, end of year
$607,312
Net assets, end of year
$9,452,541
Land, buildings and equipment
$764,737
Publicly traded securities
$8,299,524
Net assets without donor restrictions
$1,859,888
Net assets with donor restrictions
$7,592,653
Gross receipts
$1,044,361
Employees
13
Volunteers
0
Year formed
1985
State of legal domicile
MT

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CHARLENE PORSILDPRESIDENT/CEO
Officer
40$136,588
CHASE HIBBARDCHAIRMAN
Trustee or director, Officer
2$0
BETH MCFADDENVICE-CHAIR
Trustee or director, Officer
2$0
GRANT ZAHAJKOTREASURER
Trustee or director, Officer
2$0
HELENA MACLAYSECRETARY
Trustee or director, Officer
1$0
CARMINE MOWBRAYDIRECTOR
Trustee or director
1$0
BRENDA PETERSONDIRECTOR
Trustee or director
1$0
CHANTELLE NASHDIRECTOR
Trustee or director
1$0
DEBORA BROWNDIRECTOR
Trustee or director
1$0
OWEN ROBINSONDIRECTOR
Trustee or director
1$0
TIM GORDONDIRECTOR
Trustee or director
1$0
MONTY LESHDIRECTOR
Trustee or director
1$0
MIKE O'NEILLDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
CHARLENE PORSILDPRESIDENT/CEO
Officer
40$141,231
BRENDA PETERSONCHAIRMAN
Trustee or director, Officer
1$0
CARMINE MOWBRAYDIRECTOR
Trustee or director
1$0
CHASE HIBBARDVICE CHAIR
Trustee or director, Officer
1$0
MIKE DALTONTREASURER
Trustee or director, Officer
2$0
HELENA MACLAYSECRETARY
Trustee or director, Officer
1$0
DEBORA BROWNDIRECTOR
Trustee or director
1$0
LLANE CARROLLDIRECTOR
Trustee or director
1$0
TIM GORDONDIRECTOR
Trustee or director
1$0
MONTY LESHDIRECTOR
Trustee or director
1$0
BETH MCFADDENDIRECTOR
Trustee or director
1$0
MIKE O'NEILLDIRECTOR
Trustee or director
2$0
BRUCE PARKERDIRECTOR
Trustee or director
1$0
GRANT ZAHAJKODIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1750 N WASHINGTON ST, HELENA, MT 59601-1204
Principal officer (990 for 2024)
CHARLENE PORSILD, 1750 N WASHINGTON ST, HELENA, MT 59601
Signed the 990
CHARLENE PORSILD, PRESIDENT/CEO
Phone
(406) 449-3770
Return prepared by
DOUGLAS WILSON & COMPANY PC

Mission

PROVIDE DEVELOPMENT AND ADVISORY LEADERSHIP FOR ORGANIZATIONS DEDICATED TO THE PRESERVATION OF MONTANA'S HISTORY AND CULTURE.

990 for the year ended June 30, 2025

Program accomplishments

  • FUND RAISING AND GRANTING OF AWARDS TO PROMOTE AND PRESERVE MONTANA HISTORY THROUGHOUT THE STATE.
    Expenses $411,362 · grants $91,500 · revenue $177,033
  • SUPPORT MONTANA HERITAGE COMMISSION OPERATIONS AND PROJECTS INCLUDING THE PIONEER FUND, VIRGINIA CITY/NEVADA CITY PROJECTS, AND THE RESTORATION OF STONEWALL HALL. THE MAJORITY OF THE RESTRICTED FUNDS FOR THE FISCALLY SPONSORED PROJECT WITH THE MONTANA HERITAGE COMMISSION FOR THE PRESERVATION OF STONEWALL HALL WERE RECEIVED IN THE PRIOR YEAR THOUGH THE MAJORITY OF THE RESTRICTED EXPENDITURES FOR THIS PROJECT OCCURRED IN THE CURRENT YEAR.
    Expenses $50,098
  • MONTANA HISTORICAL SOCIETY PROJECTS
    Expenses $35,233
  • EXPENDITURES TO SUPPORT OTHER MONTANA HISTORICAL PROJECTS
    Expenses $201,565

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-0435459
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1986
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,059,853
Income (IRS master file)
$1,044,361

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$991,871$990,435$10,059,853XML
990June 2024$1,572,915$2,108,316$9,546,645XML
990June 2023$1,576,959$1,436,158$9,398,884IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––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 81-0435459).

Questions about MONTANA HISTORY FOUNDATION

What is the EIN of MONTANA HISTORY FOUNDATION?
The employer identification number (EIN) of MONTANA HISTORY FOUNDATION is 81-0435459.
Is MONTANA HISTORY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to MONTANA HISTORY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTANA HISTORY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MONTANA HISTORY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTANA HISTORY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MONTANA HISTORY FOUNDATION?
The 990 for the year ended June 30, 2025 names CHARLENE PORSILD.
Who are the officers and directors of MONTANA HISTORY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $136,588 (CHARLENE PORSILD, PRESIDENT/CEO).
How much revenue does MONTANA HISTORY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $991,871, expenses of $990,435 and total assets of $10,059,853 at year end.

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