Nonprofit · EIN 20-8681172
STORM CASTLE FOUNDATION
Tax-exempt · BIG SKY, MT 59716
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,330,250 | $1,213,669 | $9,116,581 | $29,299,552 | $49,071 | $29,250,481 |
| December 31, 2023 | 990-PF | $3,323,171 | $965,691 | $2,357,480 | $20,395,785 | $68,264 | $20,327,521 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,364,740
- Dividends
- $622,747
- Interest
- $513
- Net gain from sales of assets
- -$1,735,804
- Other income
- $78,054
Expenses
- Grants and similar amounts paid
- $764,499
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $764,499
- Excise tax on investment income
- $147,098
Balance sheet and other
- Total assets, start of year
- $20,395,785
- Total assets, end of year
- $29,299,552
- Total liabilities, end of year
- $49,071
- Net assets, end of year
- $29,250,481
- Fair market value of assets
- $67,130,032
- Qualifying distributions
- $764,499
- Net investment income
- $11,011,179
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA LOEWY DAVIDSON C/O REALIZE CPA 220 JACKSON ST, FLOOR 2, SAN FRANCISCO, CA 94111 | PRESIDENT | 1 | $0 |
| JAMES A DAVIDSON C/O REALIZE CPA 220 JACKSON ST, FLOOR 2, SAN FRANCISCO, CA 94111 | CFO/SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIA LOEWY DAVIDSON PO BOX 160324, BIG SKY, MT 59716 | PRESIDENT | 1 | $0 |
| JAMES A DAVIDSON PO BOX 160324, BIG SKY, MT 59716 | CFO/SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 160324, BIG SKY, MT 59716-0324
- In care of
- % KANDLE INC
- Signed the 990-PF
- JULIA LOEWY DAVIDSON, PRESIDENT
- Phone
- (415) 362-5990
- Return prepared by
- REALIZE CPA LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-8681172
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $29,299,552
- Income (IRS master file)
- $24,250,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,330,250 | $1,213,669 | $29,299,552 | XML |
| 990-PF | December 2023 | $3,323,171 | $965,691 | $20,395,785 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-8681172).
Questions about STORM CASTLE FOUNDATION
- What is the EIN of STORM CASTLE FOUNDATION?
- The employer identification number (EIN) of STORM CASTLE FOUNDATION is 20-8681172.
- Is STORM CASTLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to STORM CASTLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STORM CASTLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STORM CASTLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STORM CASTLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of STORM CASTLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does STORM CASTLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,330,250, expenses of $1,213,669 and total assets of $29,299,552 at year end.
Other nonprofits in BIG SKY
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- DOWD FAM FOUNDATION EIN 38-7066627 · last filed 990-PF for 2025
- FRIENDS OF BIG SKY EDUCATION EIN 33-1106018 · last filed 990 for 2025
- DANCU FOUNDATION INC EIN 84-3885497 · last filed 990-PF for 2025
- P2 FOUNDATION INC EIN 46-2825160 · last filed 990-PF for 2025
- HEATHER & AUSTIN HAYNES FAMILY FOUN DATION EIN 39-5133757 · last filed 990-PF for 2025
- THE BIG SKY COMMUNITY ORGANIZATION EIN 81-0520589 · last filed 990 for 2025
- ARTS COUNCIL OF BIG SKY EIN 81-0457768 · last filed 990 for 2024
All nonprofits in BIG SKY · Montana · Philanthropy, voluntarism and grantmaking foundations