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EIN 81-0362989

University of Montana Foundation

IRS 501(c) type
501(c)(3)
Num. employees
70
City
Missoula
State
Montana
Year formed
1950
Most recent tax filings
2023-06-01
NTEE code, primary
B84: Alumni Associations
Description
To be a leader among like-sized university development operations and foundations from across the country in our production practices, our integrity of operations and our customer service, while creating a brand as a “best place to work.”.
Total revenues
$33,477,321
2023
Total expenses
$35,180,976
2023
Total assets
$377,569,208
2023
Num. employees
70
2023

Program areas at University of Montana Foundation

To provide academic and institutional support for The University of Montana's programs and projects.
To provide support for The University of Montana's capital projects.
To provide scholarships and awards to University of Montana students.

Who funds University of Montana Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$588,216
Dennis and Phyllis Washington FoundationElevate U$460,000
North American Native Research and Education Foundation$392,282
...and 92 more grants received totalling $5,191,603

Personnel at University of Montana Foundation

NameTitleCompensation
Kate JenningsPresident and Chief Executive Officer
Helen ThigpenChief Finance and Operations Officer
Heather RueVice President of Information Systems
Jamie StantonVice President of Marketing and Communications
Jennings TraceyPast Vice President of Development$149,167
...and 10 more key personnel

Financials for University of Montana Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$28,741,277
Program services$793,000
Investment income and dividends$3,221,832
Tax-exempt bond proceeds$0
Royalty revenue$3,901
Net rental income$0
Net gain from sale of non-inventory assets$-268,702
Net income from fundraising events$143,575
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$842,438
Total revenues$33,477,321

Form 990s for University of Montana Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-04-15990View PDF
2022-062023-04-21990View PDF
2021-062022-05-12990View PDF
2020-062021-04-21990View PDF
2019-062021-01-21990View PDF
...and 10 more Form 990s
Data update history
August 10, 2024
Received grants
Identified 31 new grant, including a grant for $200,000 from Folley Family Foundation
May 18, 2024
Used new vendors
Identified 2 new vendors, including , and
May 18, 2024
Posted financials
Added Form 990 for fiscal year 2023
May 18, 2024
Updated personnel
Identified 3 new personnel
May 17, 2024
Received grants
Identified 1 new grant, including a grant for $85,387 from Feist Family Foundation
Nonprofit Types
Grantmaking organizationsSchoolsCharities
Issues
Education
Characteristics
Operates donor advised fundsProvides grantsLobbyingFundraising eventsOperates internationallyState / local levelEndowed supportTax deductible donationsAccepts online donations
General information
Address
PO Box 7159
Missoula, MT 59807
Metro area
Missoula, MT
County
Missoula County, MT
Website URL
supportum.org/ 
Phone
(406) 243-2593
Facebook page
UMFoundation 
Twitter profile
@umontana 
IRS details
EIN
81-0362989
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1950
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B84: Alumni Associations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
CT0164295
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2024-11-20
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