Max and Betty Swanson Foundation

MISSOULA, MT EIN: 81-0535708

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$3.3M

+0.5% YoY

Annual Giving

$140K

-19.0% YoY

Grant Count

60

+1.7% YoY

Avg Grant Size

$2K

-20.3% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$103K$205K$308K$411K20202021202220232024
Metric202420232022
Total Assets$3,250,979$3,234,069$3,286,649
Revenue$275,467$225,154$177,627
Expenses$252,387$270,956$266,489
Qualifying Distributions$173,274$201,003$191,605
Net Investment Income$206,396$161,703$118,383
Distributable Amount$181,760$171,880$177,402

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$86K$129K$173K54 grants202055 grants202162 grants202259 grants202360 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF MONTANA$16KLOVING LOIC FOUNDATION$14KUNIVERSITY OF MONTANA$14KGREATER MISSOULA FAMILY …$10KMONTANA METH PROJECT$10KCHRISTIAN LIFE CENTER$7KBIG BROTHERS BIG SISTERS$4KDALY MANSION$4KHUMANE SOCIETY$3KMISSOULA AGING SERVICES$3K

Grant Size Distribution

290 grants across all recorded years

290<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Max and Betty Swanson Foundation fund?

Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

DAVID B COTNERPRESIDENT$8KANNETTE GUSTAFSONVICE PRESIDENT$8KKURT INGOLDSECRETARY/TREASURER$8K

From 2024 filing

NameTitleHoursCompensation
DAVID B COTNERPRESIDENT1$7,500
ANNETTE GUSTAFSONVICE PRESIDENT1$7,500
KURT INGOLDSECRETARY/TREASURER1$7,500

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

BozemanFlorenceGreat FallsHamiltonHungry HorseMerrifieldMissoulaPabloPolsonStevensvilleStromsburg

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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