Montana Healthcare Foundation

Private foundation · EIN 46-6854005 · since 2013mthf.org·Montana·Updated 13 October 2026

At a glance

$5.2M
Annual giving, 2024 tax year
From the Form 990-PF filing
$12,500 to $60,000
Grant range
From grants in the 990-PF filings
$25,000
Typical grant (median)
162 grants in the latest filing
Open to applications
A mix of rolling and fixed deadlines · unsolicited applications welcome

Key takeaways

  • This foundation funds health-related work in Montana, with themes including integrated behavioural health, American Indian health services, school-based health, housing and health care, and behavioural health crisis response, so fit matters: it is not a general-purpose funder.
  • Most grants are modest, with about 8 in 10 falling between $12,500 and $60,000, a median of $25,000, and programme caps of up to $50,000 for Planning Projects, up to $100,000 for Implementation Projects, and up to $10,000 for Rural Health Small Grants, so a request pitched in that range is realistic; the largest grant recorded was $400,000, so bigger asks are not unheard of but are exceptional.
  • Application method varies by programme, with an annual Call for Proposals using a one-step application, so timing and route depend on which opportunity you are applying to.
  • With 77% of grant dollars going to organisations also funded in the two prior filings, this looks like a fairly relationship-led and competitive environment for newcomers, so first-time applicants should expect to build a relationship and demonstrate fit carefully.
  • The foundation says it will not fund individuals or organisations that discriminate by race, religion, gender, national origin, sexual orientation, or political orientation, will not fund lobbying or activities supporting political candidates or voter registration drives, and will not fund activities that supplant government funding; Call for Proposals and Rural Health Small Grants applicants should also note specific exclusions such as medical research without direct practical benefit to Montanans' health, capital campaigns, endowments, fundraising events, operating deficits, debt retirement, and sub-granting, so organisations seeking funds for these purposes should not apply under those programmes.

Overview

Montana Healthcare Foundation is a US private foundation based in Bozeman, MT.

What they fund

Profile derived from the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) and its website, with every statement checked against those sources. Sources read on 7 October 2026.

Priority Areas

The Montana Healthcare Foundation makes strategic investments and provides funding, leadership and expertise to improve health in Montana. It prioritises the health and well-being of people and communities at increased risk because of income, geographic barriers, access to health and social services, and health disparities. Its initiatives include integrated behavioural health, American Indian health services, school-based health, housing and health care, and public health. It offers responsive grant opportunities, including an annual call for Montana organisations to design and pilot Montana-grown solutions to critical health challenges, and a small-grants opportunity for organisations serving rural Montana. Its approach combines funding with partnerships, convening and technical assistance, and values projects addressing unmet needs with sustainable, collaborative solutions.

Themes

  • Integrated behavioral health
  • American Indian health services
  • School-based health
  • Housing and health care
  • Behavioral health crisis response

Geographic Focus

Montana.

What They Don't Fund

  • Activities that do not qualify as a charitable contribution as described in section 170(c)(2)(B) of the Internal Revenue Code (IRC)
  • Activities that may supplant government funding of existing programs
  • Lobbying as defined by the U.S. IRC, section 4945(d)(1)
  • Activities supporting political candidates or voter registration drives as defined in IRC section 4945(d)(2)
  • Individuals
  • Organizations that discriminate by reason of race, religion, gender, national origin, sexual orientation, or political orientation
  • Call for Proposals only: Medical research or research lacking a direct, targeted, and practical benefit to Montanans’ health; Capital campaigns, endowments, or fundraising events; Operating deficits or retirement of debt; Construction projects, real estate acquisitions; Large equipment purchases (for example: medical equipment, vans); Organizations or foundations for the redistribution of funds via sub-grants
  • Rural Health Small Grants only: Medical research or research lacking a direct, targeted, and practical benefit to Montanans’ health; Capital campaigns, endowments, or fundraising events; Operating deficits or retirement of debt; Organizations or foundations for the redistribution of funds via sub-grants; Direct financial assistance programs

How to apply

Applicants to the annual Call for Proposals submit a one-step application.

Deadlines: The Call for Proposals is an annual application opportunity.

Application success factors

  • Repeat giving: In its TY2024 filing, 77% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
  • Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 468 grants to organisations were $25,000 or less.

What the foundation says:

  • Strong proposals address an important health issue, fill an unmet need and set out sustainable benefits beyond the grant term.
  • The strongest applications demonstrate an effective programme, strong partnerships and sustainability beyond the grant term.
  • Preference may go to projects from organisations based in and serving rural and frontier communities.
  • Projects should fit the culture, strengths, infrastructure and resource constraints of the community served.
  • Projects focused substantially on American Indian populations must demonstrate collaboration with the appropriate tribal health authorities.
  • The foundation favours proposals from communities with the greatest demonstrated need and values portfolio diversity and balance.
  • Grantees submit progress reports every six months and a final report at the end of the grant term.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2024.

Grant dollars by state

Montana98%
California2%
Massachusetts<1%
  • The largest single recipient received 7% of grant dollars to organisations.
  • In tax year 2024, 77% of grant dollars went to organisations Montana Healthcare Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.
  • 3% of grant dollars went to intermediaries that regrant to other organisations.

Grants

162 grants in the latest filing analysed · median $25,000

How much do they typically give?

Share of 162 grants in tax year 2024 by size

$5k–$10k4%
$10k–$25k34%
$25k–$50k46%
$50k–$100k12%
$100k–$250k4%

Median $25,000 (tax year 2024)

The largest grants to organisations in the foundation’s latest filing:

  • Montana Public Health Institute · Montana public health institute start up
    $200,0002024 tax year
  • Montana Public Health Institute · Montana public health institute start up
    $200,0002024 tax year
  • RiverStone Health · School-based health clinic expansion
    $150,0002024 tax year
  • Confederated Salish & Kootenai Tribal Health · Reservation school based behavioral health services
    $150,0002024 tax year
  • Helena Indian Alliance · Facility improvements
    $100,0002024 tax year
  • Logan Health Foundation · School based health center (sbhc) st. ignatius and charlo school districts
    $100,0002024 tax year
  • All Nations Health Center · All nations roadmap to success
    $76,1962024 tax year
  • Montana Budget and Policy Center · General operating funds
    $75,0002024 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • Aaron Wernham — CEO
  • Joanne Pieper — Trustee
  • Judith Lapan — Trustee
  • Michael Harrington — Secretary
  • William Underriner — Treasurer
  • Gerald Gray — Vice-Chair
  • Paul Cook — Chair

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$12,145,215$5,777,557$239,314,974Filing for 2022 tax year
2023 tax year$11,780,656$5,580,939$253,025,316Filing for 2023 tax year
2024 tax year$10,325,923$5,168,456$287,235,786Filing for 2024 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

🎯 You've done the research. Now write an application they can't refuse.

Hinchilla combines funder's specific priorities with your organisation's past successful grants and AI analysis of what reviewers want to see.

✓

Data privacy and security by default

✓

Your organisation's past successful grants and experience

✓

AI analysis of what reviewers want to see

✓

A compelling draft application in 10 minutes instead of 10 hours

Spotted something that needs correcting? Let us know

Helpful Hinchilla

Applying to Montana Healthcare Foundation?

Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.

Start your 4-week free trial

No credit card required

Contact