Charles M. Bair Family Trust
EIN 816075761 Private FoundationTotal Given 2021–2025
$5.0M
214 grants · $1.0M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$15K
typical small grants · $9K–$25K
grant size
65%
deep partner · 56/86 multi-year
repeat
$24.0M
Assets (2025)
86
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
Jason Jewett
Phone
(406) 657-8139
Deadlines
March 1st
How to Apply
Applicants must use the grant application found on the the website at charlesmbairtrusts.org/grants.html, noting any new provisions for the year. Additionally, the application must include an IRS Determination Letter, Form 990 or 990EZ, current operating budget and balance sheet, the county of service, a separate thorough project explanation, and certification of public charity status.
Restrictions
Please refer to the application found at www.charlesmbairtrusts.org/grants.html for restrictions and limitations on awards.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $924K | $27.0M | $3.0M | 35 |
| 2022 | $999K | $23.0M | $1.8M | 36 |
| 2023 | $1.1M | $21.9M | $1.6M | 48 |
| 2024 | $1.0M | $23.1M | $2.1M | 46 |
| 2025 | $1.0M | $24.0M | $2.2M | 49 |
Grant Size Distribution
Based on 214 grants on record
Minimum
$2K
25th Pctl
$9K
Median
$15K
Average
$24K
75th Pctl
$25K
Maximum
$510K
Geographic Distribution
Officers & Directors
GB
Gerry Fagan Moulton Bellingham
5+ yrs
Chairman
Leadership
BB
Bill Davies US Bank
5+ yrs
Vice Chairman
Leadership
JB
James Day US Bank
5+ yrs
Secretary
Leadership
BH
Burt Hurwitz
4 yrs
At Large Member - Meagher County
KC
Kelly Coleman
4 yrs
At Large Member - Yellowstone County
BB
Bill Davies US Bank
5+ yrs
Vice Chairman
Leadership
GB
Gerry Fagan Moulton Bellingham
5+ yrs
Chairman
Leadership
JB
James Day US Bank
5+ yrs
Secretary
Leadership
BH
Burt Hurwitz
4 yrs
At Large Member - Meagher County
KC
Kelly Coleman
4 yrs
At Large Member - Yellowstone County
GB
Gerry Fagan Moulton Bellingham
5+ yrs
Chairman
Leadership
BB
Bill Davies US Bank
5+ yrs
Vice Chairman
Leadership
JB
James Day US Bank
5+ yrs
Secretary
Leadership
KC
Kelly Coleman
4 yrs
At Large Member - Yellowstone County
BH
Burt Hurwitz
4 yrs
At Large Member - Meagher County
BB
Bill Davies US Bank
5+ yrs
Vice Chairman
Leadership
GB
Gerry Fagan Moulton Bellingham
5+ yrs
Chairman
Leadership
JB
James Day US Bank
5+ yrs
Secretary
Leadership
KC
Kelly Coleman
4 yrs
At Large Member - Yellowstone County
BH
Burt Hurwitz
4 yrs
At Large Member - Meagher County
BB
Bill Davies US Bank
5+ yrs
Vice Chairman
Leadership
GB
Gerry Fagan Moulton Bellingham
5+ yrs
Chairman
Leadership
JB
James Day US Bank
5+ yrs
Secretary
Leadership
B2
Burt Hurwitz from March 2021
At Large Member - Meagher County
K2
Kelly Coleman from March 2021
At Large Member - Yellowstone County
D2
Dave Voldseth thru Feb 2021
At Large Member - Meagher County
V2
Valeria Jeffries thru Feb 2021
At Large Member - Yellowstone County
Grants Awarded (214 total)
| Purpose | ||||
|---|---|---|---|---|
| Alberta Bair Theater | Billings, MT | $510,000 | Grant for the remodel of the ABT and education outreach. | 2022 |
| Alberta Bair Theater | Billings, MT | $500,000 | Grant for the remodel of the ABT. | 2021 |
| Martinsdale Water & Sewer District | Martinsdale, MT | $132,582 | Grant for waterline asbestos pile replacement. | 2023 |
| New Day Inc | Billings, MT | $100,000 | Grant for replacement of aging mobile homes for foster kids. | 2024 |
| Billings Catholic Schools | Billings, MT | $80,000 | Grant for playground/classroom renovations. | 2023 |
| Billings Clinic Foundation | Billings, MT | $75,000 | Grant for seclusion room and psychiatric centre. | 2025 |
| Rocky Mountain College | Billings, MT | $75,000 | Grant for bair hall improvements. | 2025 |
| Meagher County Senior Center | White Sulphur Springs, MT | $71,924 | Grant for kitchen update. | 2024 |
| Wheatland Memorial Healthcare | Harlowton, MT | $50,000 | Grant for capital replacement facility. | 2024 |
| Wheatland Memorial Healthcare | Harlowton, MT | $50,000 | Grant for capital replacement facility. | 2025 |
| Love and Sunshine Ministries | Billings, MT | $50,000 | Grant for remodel of pregnant teens at risk home. | 2023 |
| Upper Musselshell Historic Society | Harlowton, MT | $44,178 | Grant for building renovations. | 2025 |
| Billings Family YMCA | Billings, MT | $40,000 | Grant for raquet and basketball court remodels. | 2024 |
| Billings Family YMCA | Billings, MT | $40,000 | Grant for childcare sensory upgrades. | 2025 |
| YWCA of Billings | Billings, MT | $40,000 | Grant for victims of violence case management. | 2025 |
| Chinook Horses | Billings, MT | $40,000 | Grant to expand operational team mental health. | 2023 |
| YMCA of Billings | Billings, MT | $37,800 | Grant for interior and exterior safety improvements. | 2023 |
| Wheatland County Senior Citizens Center | Harlowton, MT | $37,700 | Grant for exterior senior center upgrades. | 2025 |
| Wheatland Memorial Healthcare | Harlowton, MT | $35,000 | Grant for physical therapy outpatient clinic. | 2021 |
| YWCA of Billings | Billings, MT | $35,000 | Grant to expand shelter capacity. | 2022 |
| Community Leadership Developement Inc | Billings, MT | $35,000 | Grant for connection recovery camp. | 2024 |
| White Sulphur Springs School District #8 | White Sulphur Springs, MT | $35,000 | Grant for new playground equipment/learning space. | 2024 |
| Zoo Montana | Billings, MT | $35,000 | Grant for ultra sound transport carrier. | 2024 |
| City County Preservation Committee | Harlowton, MT | $35,000 | Grant for enhancing community space. | 2025 |
| City of Harlowton | Harlowton, MT | $35,000 | Grant for city pool revitalization. | 2025 |
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