Nonprofit · EIN 84-1378691
BOE BROTHERS FOUNDATION
Tax-exempt · GREAT FALLS, MT 59403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $495,535 | $333,316 | $162,219 | $5,140,670 | $0 | $5,140,670 |
| December 31, 2024 | 990-PF | $290,184 | $353,875 | -$63,691 | $4,978,112 | $0 | $4,978,112 |
| December 31, 2023 | 990-PF | $1,073,652 | $347,373 | $726,279 | $5,041,751 | $0 | $5,041,751 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $176,394
- Interest
- $8,713
- Net gain from sales of assets
- $310,428
Expenses
- Grants and similar amounts paid
- $259,990
- Compensation of officers, directors and key employees
- $65,815
- Disbursements for charitable purposes
- $282,406
- Excise tax on investment income
- $6,544
Balance sheet and other
- Total assets, start of year
- $4,978,112
- Total assets, end of year
- $5,140,670
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,140,670
- Fair market value of assets
- $5,849,407
- Qualifying distributions
- $282,406
- Net investment income
- $495,535
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 |
|---|---|---|---|
| D A DAVIDSON TRUST CO PO BOX 2309, GREAT FALLS, MT 59403 | TRUSTEE | 20 | $65,815 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D A DAVIDSON TRUST CO PO BOX 2309, GREAT FALLS, MT 59403 | TRUSTEE | 20 | $64,335 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D A DAVIDSON TRUST CO PO BOX 2309, GREAT FALLS, MT 59403 | TRUSTEE | 20 | $61,569 |
Address and contacts
- Address (IRS master file)
- PO BOX 2309, GREAT FALLS, MT 59403-2309
- In care of
- % DAVIDSON TRUST CO
- Signed the 990-PF
- TERRI BOWERS, TRUSTEE
- Phone
- (406) 791-7324
- Return prepared by
- PINION LLC
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
- 84-1378691
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $5,140,670
- Income (IRS master file)
- $3,063,196
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $495,535 | $333,316 | $5,140,670 | IRS |
| 990-PF | December 2024 | $290,184 | $353,875 | $4,978,112 | IRS |
| 990-PF | December 2023 | $1,073,652 | $347,373 | $5,041,751 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 84-1378691).
Questions about BOE BROTHERS FOUNDATION
- What is the EIN of BOE BROTHERS FOUNDATION?
- The employer identification number (EIN) of BOE BROTHERS FOUNDATION is 84-1378691.
- Is BOE BROTHERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to BOE BROTHERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOE BROTHERS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOE BROTHERS FOUNDATION 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 BOE BROTHERS FOUNDATION 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 BOE BROTHERS FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $65,815 (D A DAVIDSON TRUST CO, TRUSTEE).
- How much revenue does BOE BROTHERS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $495,535, expenses of $333,316 and total assets of $5,140,670 at year end.
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All nonprofits in GREAT FALLS · Montana · Philanthropy, voluntarism and grantmaking foundations