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Nonprofit · EIN 81-0504409

MONTANA LAND TITLE ASSOCIATION FOUNDATION INC

Tax-exempt · HELENA, MT 59604

Financials

$90K$86K2023$138K$76K2024
Revenue Expenses · by fiscal year end
Financials of MONTANA LAND TITLE ASSOCIATION FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$137,851$76,241$61,610$717,792$0$717,792
December 31, 2023990-PF$90,475$86,179$4,296$621,585$0$621,585
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5,932
Dividends
$14,751
Net gain from sales of assets
$52,798
Other income
$39,936

Expenses

Grants and similar amounts paid
$6,500
Disbursements for charitable purposes
$47,715
Excise tax on investment income
$805

Balance sheet and other

Total assets, start of year
$621,585
Total assets, end of year
$717,792
Total liabilities, end of year
$0
Net assets, end of year
$717,792
Qualifying distributions
$47,715
Net investment income
$67,549

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.

NameTitleHours / weekCompensation
Bob Sewell
PO BOX 6322, HELENA, MT 59604
Vice President0$0
William C Gowen Jr
PO BOX 6322, HELENA, MT 59604
President0$0
Stuart Doggett
PO BOX 6322, HELENA, MT 59604
Executive Director0$0
Heidi Heitmann
PO BOX 6322, HELENA, MT 59604
Director0$0
Mark Josephson
PO BOX 6322, HELENA, MT 59604
Director0$0
Janice Doggett
PO BOX 6322, HELENA, MT 59604
Education Coordinator0$0
AnneMarie Wallette
PO BOX 6322, HELENA, MT 59604
Director0$0
Valerie Smelser
PO BOX 6322, HELENA, MT 59604
SecretaryTreasurer0$0
Eric Mitchell
PO BOX 6322, HELENA, MT 59604
Director0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Bob Sewell
PO BOX 6322, HELENA, MT 59604
Vice President0$0
William C Gowen Jr
PO BOX 6322, HELENA, MT 59604
President0$0
Stuart Doggett
PO BOX 6322, HELENA, MT 59604
Executive Director0$0
Heidi Heitmann
PO BOX 6322, HELENA, MT 59604
Director0$0
Mark Josephson
PO BOX 6322, HELENA, MT 59604
Director0$0
Janice Doggett
PO BOX 6322, HELENA, MT 59604
Education Coordinator0$0
AnneMarie Wallette
PO BOX 6322, HELENA, MT 59604
Director0$0
Valerie Smelser
PO BOX 6322, HELENA, MT 59604
SecretaryTreasurer0$0
Eric Mitchell
PO BOX 6322, HELENA, MT 59604
Director0$0

Address and contacts

Address (IRS master file)
PO BOX 6322, HELENA, MT 59604-6322
In care of
% STUART DOGGETT
Signed the 990-PF
STUART DOGGETT, Executive Director
Phone
(406) 443-5694
Return prepared by
Laser 1040 by Mariegard

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-0504409
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$717,792
Income (IRS master file)
$221,588

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$137,851$76,241$717,792XML
990-PFDecember 2023$90,475$86,179$621,585XML
990-PFDecember 2022–––IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 81-0504409).

Questions about MONTANA LAND TITLE ASSOCIATION FOUNDATION INC

What is the EIN of MONTANA LAND TITLE ASSOCIATION FOUNDATION INC?
The employer identification number (EIN) of MONTANA LAND TITLE ASSOCIATION FOUNDATION INC is 81-0504409.
Is MONTANA LAND TITLE ASSOCIATION FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to MONTANA LAND TITLE ASSOCIATION FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MONTANA LAND TITLE ASSOCIATION FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MONTANA LAND TITLE ASSOCIATION FOUNDATION INC 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 MONTANA LAND TITLE ASSOCIATION FOUNDATION INC 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 MONTANA LAND TITLE ASSOCIATION FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does MONTANA LAND TITLE ASSOCIATION FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $137,851, expenses of $76,241 and total assets of $717,792 at year end.

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