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Nonprofit · EIN 36-3700887

MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC

Tax-exempt · MISSOULA, MT 59806

Financials

$316K$295K2023$477K$332K2024
Revenue Expenses · by fiscal year end
Financials of MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990-PF$476,918$331,728$145,190$5,617,053$11,844$5,605,209
March 31, 2024990-PF$316,095$294,688$21,407$5,464,278$4,259$5,460,019
Financial details: 990-PF for the year ended March 31, 2025

Revenue

Dividends
$78,580
Net gain from sales of assets
$395,338
Other income
$3,000

Expenses

Grants and similar amounts paid
$266,053
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$295,201
Excise tax on investment income
$6,444

Balance sheet and other

Total assets, start of year
$5,464,278
Total assets, end of year
$5,617,053
Total liabilities, end of year
$11,844
Net assets, end of year
$5,605,209
Fair market value of assets
$6,268,447
Qualifying distributions
$295,201
Net investment income
$473,918

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEN CARUSO
8450 US HIGHWAY 10 W, MISSOULA, MT 59808
PRESIDENT1$0
KATHY FLYNN
607 SW HIGGINS, MISSOULA, MT 59801
TRUSTEE1$0
SABRINA WHITE
321 W BROADWAY FL 4, MISSOULA, MT 59802
TRUSTEE1$0
CANDIE STOVER
PO BOX 4172, MISSOULA, MT 59806
TRUSTEE1$0
TIM MARINAN
PO BOX 16523, MISSOULA, MT 59808
TRUSTEE1$0
990-PF for the year ended March 31, 2024: 5 people
NameTitleHours / weekCompensation
KEN CARUSO
8450 US HIGHWAY 10 W, MISSOULA, MT 59808
PRESIDENT1$0
KATHY FLYNN
607 SW HIGGINS, MISSOULA, MT 59801
TRUSTEE1$0
SABRINA WHITE
321 W BROADWAY FL 4, MISSOULA, MT 59802
TRUSTEE1$0
CANDIE STOVER
PO BOX 4172, MISSOULA, MT 59806
TRUSTEE1$0
TIM MARINAN
PO BOX 16523, MISSOULA, MT 59808
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 3106, MISSOULA, MT 59806-3106
Signed the 990-PF
KEN CARUSO, PRESIDENT
Phone
(406) 549-4148
Return prepared by
JUNKERMIERCLARKCAMPANELLASTEVENS PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
36-3700887
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
1990
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$5,617,053
Income (IRS master file)
$788,120

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2025$476,918$331,728$5,617,053XML
990-PFMarch 2024$316,095$294,688$5,464,278XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––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 36-3700887).

Questions about MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC

What is the EIN of MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC?
The employer identification number (EIN) of MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC is 36-3700887.
Is MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2025.
Who are the officers and directors of MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC?
The 990-PF for the year ended March 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does MARSHALL AND MARY BRONDUM SPECIAL ASSISTANCE FOUNDATION INC have?
On its 990-PF for the year ended March 31, 2025 it reported revenue of $476,918, expenses of $331,728 and total assets of $5,617,053 at year end.

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