The Montana State Capitol

Form 990-PFTax year 2025EIN 84-4061522

Locati Edge

A private foundation in Bozeman, MT. Its return for tax year 2025 lists 18 grants and $45,115 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

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

6 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $45,115

    Grants listed
    18
    Assets, end of year
    $1,236,281
  • Tax year 2024

    $34,072

    Grants listed
    25
    Assets, end of year
    $1,260,258
  • Tax year 2023

    $28,616

    Grants listed
    9
    Assets, end of year
    $857,318
  • Tax year 2022

    $25,140

    Grants listed
    19
    Assets, end of year
    $581,105
  • Tax year 2021

    $14,921

    Grants listed
    6
    Assets, end of year
    $565,085
  • Tax year 2020

    $6,416

    Grants listed
    2
    Assets, end of year
    $301,666

Grants paid in 2025

18 grants, largest first

As listed on the return. Grants to individuals show as “Individual”, with purpose and amount only.

  1. Individual

    Sony camera and lens

    $6,600
  2. Turning Point USAIndianapolis, IN

    Turning point USA

    $5,700
  3. Individual

    Quantem computing / summer springboard

    $5,000
  4. Individual

    Computer

    $3,199
  5. Individual

    Leather working;technology AIDS for patterns

    $3,077
  6. Individual

    Volleyball club team fees

    $2,700
  7. Individual

    Specialized skiing: rippers

    $2,569
  8. Individual

    Figi experience - volunteering / community

    $2,455
  9. Individual

    National music festival trip

    $2,400
  10. Individual

    Mandolin lessons(1 year), dry land ski training

    $2,000
  11. Individual

    Theatre trip - NY experience

    $2,000
  12. Individual

    Violin lessons(9 months), dry land ski training

    $2,000
  13. Individual

    Lifetime piano lessons and materials(family)

    $1,785
  14. Individual

    Scholarship broad through ywam (2024 scholarship in 2025)

    $1,000
  15. Individual

    Horse riding lessons (1 year $1800- approved 6 mo $900 / 6 mos $900)

    $900
  16. Individual

    Gymnastics advancement; higher level

    $750
  17. Individual

    Spire climbing lessons

    $490
  18. Individual

    Spire climbing lessons

    $490

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Arizona1 grant $5,700

Officers, directors and trustees

5 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Kari LocatiDIRECTOR Hours 1Pay $0
  • Jerry LocatiPRESIDENT Hours 1Pay $0
  • Kirsten SmithSECRETARY Hours 1Pay $0
  • Nancy OckfordTREASURER Hours 1Pay $0
  • Kyle TageDIRECTOR Hours 1Pay $0

The return

More foundations

Other foundations in Montana

  1. Cut Bank Elks Lodge Charitable CorpCut Bank, MT 10 grants Preselected only $45,000 giving
  2. William F Marlar Memorial Foundation IncRed Lodge, MT 3 grants Preselected only $45,000 giving
  3. John J Greytak Charitable Foundation IncMissoula, MT 1 grant Preselected only $44,400 giving
  4. Empyrean Canvasbozeman, MT 7 grants Preselected only $46,047 giving
  5. Margie and James Robertson Scholarship FundGreat Falls, MT 1 grant Preselected only $46,702 giving