Small Public Charity

SOUTHWEST MONTANA REALTORS FOUNDATION

SOUTHWEST MONTANA REALTORS FOUNDATION is a Small Public Charity headquartered in BOZEMAN, MT. Financial data from the 2025 filing: $52K revenue, $51K expenses, $120K total assets. 2 publicly reported grants to this organization, totaling roughly $36K, appear in IRS filings.

EIN: 822935902 BOZEMAN, MT Latest filing: 2025
Total Revenue$52K
Total Expenses$51K
Total Assets$120K
Grant Records2
Funding Total$36K
Filing Years2017–2025

Mission

TO PROVIDE VOLUNTEERS AND FINANCIAL RESOURCES TO IMPROVE THE QUALITY OF LIFE OF REALTORS AND AFFILIATES IN THE GALLATIN VALLEY AND SURROUNDING AREAS.

Officers & Directors

PAST PRESIDENT Aubrey Roth
DIRECTOR Bessie Hudgens
PRESIDENT Claire Gillam
TREASURER Clarrisa Higton
DIRECTOR Debra Gebhart
DIRECTOR Gina Marshall

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$35,900 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $52K $51K $120K
2024 $23K $23K $119K
2023 $60K $43K $116K
2017 $102K $102K

Between 2017 and 2025, reported annual revenue declined from $102K to $52K (-49%), with total assets most recently reported at $120K.

Interactive year-over-year charts and full filing details available with membership.

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