Program areas at The Foundation for the Diocese of Helena
Grants and distributions: distributions made by The Foundation of its donor-directed temporary and permanent endowment funds totaled nearly $1.17 million. The Foundation also made grants from its own unrestricted resources in The amount of $97,408 to help provide funding for parishes or programs lacking money for specific ministries or projects and to assist parishes with unrestricted resources. Additionally, The Foundation board designated its own unrestricted resources during The fiscal year as follows: $30,520 to various endowment funds within The foundation.the Foundation started a five year capital campaign to raise funds for The parishes and Diocese of Helena.
Charitable planning expertise: The Foundation provides annual estate planning and planned giving education in every deanery across The Diocese of Helena and upon request for an individual parish/school/ministry. Charitable gift annuity program administration is provided by The Foundation, allowing donors with easy access to The Montana endowment tax credit. The Foundation establishes named endowment funds for donors, allowing them to provide a steady stream of income that their chosen parish/school/ministry can count on in perpetuity. Donors establishing named endowment funds receive annual endowment statements reflecting investment activity, distributions to their designated ministry, and fund balances.
Building and managing permanent endowments: The Foundation solicits and manages gifts to permanent endowments to support The parishes and ministries of The Diocese of Helena. Over $38 million in endowed funds are professionally managed by The Foundation, invested in adherence to The principals of socially responsible investing as outlined by The united states conference of catholic bishops. Endowment beneficiaries receive quarterly endowment statements reflecting investment activity and fund balances.
Grants made by The Foundation for the Diocese of Helena
Who funds The Foundation for the Diocese of Helena
Grants from foundations and other nonprofits
Personnel at The Foundation for the Diocese of Helena
| Name | Title | Compensation | Date of data |
|---|
| Daniel Thies | Executive Director | $81,600 | 2024-01-31 |
| John Talia | President | $0 | 2024-01-31 |
| Rona Davison | Board Member | $0 | 2024-01-31 |
| Ericka Matelich | Secretary | $0 | 2024-01-31 |
| Jim McDonald | Treasurer | $0 | 2024-01-31 |
| ...and 1 more key personnel |
Financials for The Foundation for the Diocese of Helena
| Revenues | FYE 06/2023 | FYE 06/2022 | % Change |
|---|
| Total grants, contributions, etc. | $3,206,994 | $884,767 | 262.5% |
| Program services | $2,000 | $2,000 | - |
| Investment income and dividends | $942,937 | $809,015 | 16.6% |
| Tax-exempt bond proceeds | $0 | $0 | - |
| Royalty revenue | $0 | $340 | -100% |
| Net rental income | $1 | $1 | - |
| Net gain from sale of non-inventory assets | $29,757 | $143,332 | -79.2% |
| Net income from fundraising events | $0 | $0 | - |
| Net income from gaming activities | $0 | $0 | - |
| Net income from sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $4,181,689 | $1,839,455 | 127.3% |
Organizations like The Foundation for the Diocese of Helena
| Organization | Type | Location | Revenue |
|---|
| Society of St Vincent de Paul of Portland Oregon | 501(c)(3) | Portland, OR | $11,633,330 |
| Cues Fund | 501(c)(3) | Omaha, NE | $3,742,937 |
| Long Island Council of Churches | 501(c)(3) | Freeport, NY | $1,567,297 |
| Seeds of Hope of Northern Colorado | 501(c)(3) | Denver, CO | $4,890,511 |
| Catholic Charities of Northwest Florida | 501(c)(3) | Pensacola, FL | $3,380,573 |
| The Foundation of the Roman Catholic Diocese of Raleigh | 501(c)(3) | Raleigh, NC | $3,058,479 |
| Hosea Feed the Hungry and Homeless | 501(c)(3) | Atlanta, GA | $6,830,533 |
| Teen Missions International | 501(c)(3) | Merritt Island, FL | $5,941,175 |
| Mennonite Church Buildings | 501(c)(3) | Goshen, IN | $1,217,793 |
| Catholic Foundation of South Louisiana | 501(c)(3) | Schriever, LA | $5,042,734 |
Data update history
July 13, 2024
Used new vendors
Identified 1 new vendor, including
February 1, 2024
Updated personnel
Identified 1 new personnel
July 9, 2023
Posted financials
Added Form 990 for fiscal year 2022
July 1, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Headquarter / parent organizationsCharitiesChurches
Issues
Religion
Characteristics
ReligiousCatholicChristianState / local levelEndowed supportTax deductible donationsAccepts online donations
General information
- Address
- PO Box 1729
- Helena, MT 59624
- County
- Lewis and Clark County, MT
- Website URL
- fdoh.org/Â
- Phone
- (406) 389-7051
IRS details
- EIN
- 81-0449307
- Fiscal year end
- June
- Taxreturn type
- Form 990
- Year formed
- 1978
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- X20: Christian
- NAICS code, primary
- 813110: Religious Organizations
- Parent/child status
- Central organization
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