Headwaters Foundation

Private foundation · EIN 81-1099715 · since 2016headwatersmt.org·Beaverhead County, Deer Lodge County, Flathead County, Granite County, Jefferson County, Lake County…·Updated 13 October 2026

At a glance

$6.3M
Annual giving, 2024 tax year
From the Form 990-PF filing
$7,500 to $125k
Grant range
From grants in the 990-PF filings
$7,500
Typical grant (median)
131 grants in the latest filing
Open to applications
A mix of rolling and fixed deadlines · unsolicited applications welcome

Key takeaways

  • Headwaters Foundation, based in Missoula, Montana, funds family-centred health work on the Flathead Reservation and across Montana's 15 westernmost counties, including Beaverhead, Deer Lodge and Flathead, so applicants should check their work falls within this geographic focus.
  • Grant sizes are often modest, with about eight in ten of its 337 grants to organisations falling between $7,500 and $125,000 and half at $7,500 or less, though General Operating Grants (up to $150,000) and Project Grants (up to $125,000) allow for larger requests; the foundation does not fund individuals, endowments, capital campaigns, event sponsorships, direct lobbying, debt retirement or operating deficits, and GO!
  • Grants are further closed to organisations that primarily serve Missoula, Kalispell, Butte or Helena, that have operated for less than two years, or that have operating budgets of $1 million or more (excluding schools).
  • Its process looks relationship-led rather than purely competitive: for the Family Power Fund you start with an inquiry form, and only if there seems to be a fit does a Resource Partner arrange a conversation and possibly invite a short application.
  • Three-quarters of its grant dollars went to organisations already funded by the foundation, so new applicants should be prepared to build a relationship over time rather than expect a quick single grant.

Overview

Headwaters Foundation is a US private foundation based in Missoula, 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

Headwaters Foundation funds tax-exempt public charities and fiscally sponsored organisations whose work aligns with its mission, vision and values, focusing on work that puts youth, parents and caregivers at the centre of health-improving solutions in Western Montana. It prioritises families with children affected by health disparities, including low-income, Indigenous, Black and other families of colour, families living with disabilities and LGBTQ+ families. Grants support family leadership and belonging, organising and advocacy, journalism, storytelling and research, and rural work on family resiliency, food, housing, social inclusion and mental health. It partners with organisations to elevate family voices in policymaking and create conditions for meaningful change, with an approach rooted in trust, collaboration and shared learning.

Themes

  • Family leadership
  • Health advocacy
  • Family resiliency
  • Food access
  • Housing
  • Social inclusion
  • Mental health

Geographic Focus

Flathead Reservation; Montana’s 15 westernmost counties: Beaverhead, Deer Lodge, Flathead and 12 more counties in Montana.

What They Don't Fund

  • Individuals
  • Endowments
  • Capital campaigns
  • Event sponsorships (but GO! Grants may cover fundraising/event expenses)
  • Direct lobbying
  • Debt retirement, operating deficits or after-the-fact support
  • Basic biomedical research, drug therapies, or devices
  • Public, private or parochial education institutions or their foundations, except for programs aligning with our priorities that are not standard educational services
  • Organizations or projects that unlawfully discriminate in employment, services, or program delivery based on age, sex, religion, race, national origin, sexual orientation, gender identity, disability, marital status, military or veteran status, pregnancy, or genetic information
  • Activities or organizations inconsistent with Headwaters Foundation’s mission, vision, values or Strategic Framework
  • GO! Grants only: Organizations that do not primarily serve areas outside Western Montana’s urban centers of Missoula, Kalispell, Butte and Helena; Organizations that have not operated for at least two years; Organizations with operating budgets of $1 million or more (excluding schools); Hospitals and community foundations that are neither fiscal sponsors for an aligned organization nor sole providers of aligned services in their region; intermediary organizations; professional associations; university programs (including extension offices); organizations that encourage participation in religious teachings to access services

How to apply

For the Family Power Fund, complete the inquiry form. If the work is a potential fit, a Resource Partner arranges an inquiry conversation and may invite the organisation to complete a short application.

Application success factors

  • Repeat giving: In its TY2024 filing, 75% 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 337 grants to organisations were $7,500 or less.

What the foundation says:

  • Organisations should center families’ voices and experiences by investing in their leadership, including them on staff and boards, and involving them in decision-making.
  • Organisations should organise and build coalitions alongside families and engage them directly in advocacy.
  • Organisations should have deep relationships and partnerships in their communities.
  • Organisations should create a sense of belonging and offer leadership opportunities for the people they serve.
  • For GO! Grants, a short final report is required at the end of the grant.

Where grants go

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

Grant dollars by state

Montana94%
California6%
Arizona<1%
Georgia<1%
Washington<1%
  • The largest single recipient received 12% of grant dollars to organisations.
  • In tax year 2024, 75% of grant dollars went to organisations Headwaters Foundation had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.
  • 14% of grant dollars went to intermediaries that regrant to other organisations.

Grants

131 grants in the latest filing analysed · median $7,500

How much do they typically give?

Share of 131 grants in tax year 2024 by size

$2.5k–$5k1%
$5k–$10k66%
$10k–$25k8%
$25k–$50k3%
$50k–$100k5%
$100k–$250k13%
$250k–$500k4%
$500k–$1M1%

Median $7,500 (tax year 2024)

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

  • Montana Nonprofit Association · Capacity building & trust based philanthropy
    $595,0002024 tax year
  • United Way of Missoula County · General support
    $450,0002024 tax year
  • Helping Hands Fund · Flathead reservation & lake county zero to five
    $367,5002024 tax year
  • Zero to Five Montana · Zero to five
    $360,0002024 tax year
  • Henry J. Kaiser Family Foundation · Kaiser health news montana health news
    $270,0002024 tax year
  • Trust-Based Philanthropy Project · General support
    $250,0002024 tax year
  • St. Peter's Health Foundation · Early childhood collaborative of the greater helena area
    $235,0002024 tax year
  • Mineral County Health Department · General support
    $200,0002024 tax year

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

Officers and directors

  • Marilyn Zimmerman — Trustee
  • Jennifer ST Goddard — Trustee
  • Jeanne Twohig — Trustee
  • Mike Stewart — Trustee
  • Jason Smith — Trustee
  • Robert J Phillips — Trustee
  • Rachel Huff-Doria — Trustee
  • Richard Opper — Secretary / Treasurer
  • Kelley Rischke — Vice Chair
  • Carissa Kuhl — Chair
  • Erin Switalski — Program Director
  • Mynor Veliz — Chief Financial Officer
  • Carly D Hare — Chief Executive Officer

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$6,639,184$3,328,075$115,738,217Filing for 2022 tax year
2023 tax year$8,140,566$4,105,000$123,719,137Filing for 2023 tax year
2024 tax year$10,930,297$6,265,000$127,500,140Filing 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

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