How to apply
Preselected only
The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.
Assets and giving by year
-
Tax year 2025
$782,549
- Grants listed
- 31
- Assets, end of year
- $1,665,423
-
Tax year 2024
$432,300
- Grants listed
- 28
- Assets, end of year
- $2,312,638
-
Tax year 2023
$406,933
- Grants listed
- 18
- Assets, end of year
- $2,632,654
-
Tax year 2022
$445,565
- Grants listed
- 12
- Assets, end of year
- $2,914,431
-
Tax year 2021
$267,000
- Grants listed
- 2
- Assets, end of year
- $3,324,884
-
Tax year 2020
$81,000
- Grants listed
- 8
- Assets, end of year
- $1,586,208
-
Tax year 2019
$84,000
- Grants listed
- 7
- Assets, end of year
- $1,657,126
-
Tax year 2018
$227,500
- Grants listed
- 5
- Assets, end of year
- $1,708,829
Grants paid in 2025
As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.
-
Ball State University FoundationMuncie, IN
General operating support
$500,000 -
Rutgers UniversityNew Brunswick, NJ
Scholarship
$40,006 -
SpurwinkPortland, ME
General operating support
$40,000 -
Stockton UniversityGalloway, NJ
Scholarship
$23,660 -
Farm to School of Park CountyLivingston, MT
General operating support
$23,000 -
Usm FoundationPortland, ME
General operating support
$20,000 -
Georgian Court UniversityLakewood, NJ
Scholarship
$15,781 -
Fairleigh Dickinson UniversityTeaneck, NJ
Scholarship
$15,640 -
University of PittsburghPittsburgh, PA
Scholarship
$15,213 -
HRDCBozeman, MT
General operating support
$15,000 -
University of MichiganAnn Arbor, MI
Scholarship
$13,360 -
Montana State UniversityHelena, MT
Scholarship
$12,000 -
Individual
Reimbursement for housing abroad
$10,000 -
Jefferson St PropertiesAnn Arbor, MI
Rent paid to landlord for off campus college student
$6,640 -
Individual
Reimbursement for lab fee and supplies
$6,473 -
Equality Community CenterPortland, ME
Capital campaign
$5,000 -
Individual
Reimbursement for school supplies
$4,678 -
Individual
Reimbursement for laptop
$3,512 -
Individual
Reimbursement for credit recovery and tutoring
$2,500 -
Individual
Reimbursement for ap exams, books, and course enrollment
$1,868 -
ALS Therapy Development InstituteWatertown, MA
General operating support
$1,500 -
Individual
Reimbursement for books, school supplies, and class fees
$1,357 -
Individual
Reimbursement for tutoring and technology fee
$1,353 -
Individual
Reimbursement for books, tuition, and tutoring
$1,007 -
Maine Santa CauseWestbrook, ME
General operating support
$1,000 -
Individual
Reimbursement for laptop
$781 -
Individual
Reimbursement
$405 -
Individual
Reimbursement for textbooks
$367 -
Individual
Reimbursement for books and lab supplies
$292 -
Individual
Reimbursement
$86 -
Freehold High SchoolFreehold, NJ
Reimbursement for technology fee
$70
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Education6 grants $593,294100% of the total
- Medical research1 grant $1,500<1% of the total
- Philanthropy and grantmaking1 grant $1,000<1% of the total
By State
Grants to organizations with a US address, latest year.
- Indiana1 grant $500,000
- New Jersey5 grants $95,157
- Maine4 grants $66,000
- Montana3 grants $50,000
- Michigan2 grants $20,000
- Pennsylvania1 grant $15,213
- Massachusetts1 grant $1,500
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- Richard J BerthyPRESIDENT/TREASURER Hours 5Pay $0
- Linda L BerthySECRETARY Hours 5Pay $0
- David M WhitakerDIRECTOR Hours 5Pay $0
The return
More foundations
- Private foundations in Montana
- Private foundations in Livingston
- Foundations that fund education in Montana
- Foundations that fund medical research in Montana
- Foundations that fund philanthropy and grantmaking in Montana
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