Locati Edge | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Locati Edge. Data shown is extracted from Form 990-PF filings.
EIN: 84-4061522
Foundation Overview
Based in Bozeman, MT, Locati Edge has awarded 83 grants totaling $153,989 to organizations in Montana, Idaho and 2 other states across the US. Individual grants range from $140 to $10,000, with a median award of $894.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
10 of 18 recipients (56%) were new grantees. Foundation actively seeks new partnerships to expand impact. Fresh approaches and innovative programs receive serious consideration.
Geographic Focus
88% of all grants are concentrated in Montana, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Montana, funding concentrates in Bozeman (66%), Manhattan (15%), Whitefish (5%).
Funding Trajectory
Strong 346% growth in annual giving over 3 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (54%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Locati Edge's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Addy Earnest | $500 | Bozeman, MT, US | Baking Camp | 2023 |
| Eva Ridgeway | $3,000 | Roseville, MN, US | Spanish Educational Trip - Equador - Galapagos | 2023 |
| Henry Riendeau | $8,599 | Bozeman, MT, US | Macbook Pro 16 And Camera/lens | 2023 |
| Kyanna Hoekema | $5,000 | Manhattan, MT, US | Senior Project - Mcs Art Teatre/prop Room | 2023 |
| Nora Johnston | $505 | Livingston, MT, US | Lessons, Pass, Camp | 2023 |
| Owen Riendeau | $4,847 | Bozeman, MT, US | Trumpet | 2023 |
| Paige Dennee | $2,800 | Bozeman, MT, US | Washington Dc/ny Trip | 2023 |
| Tristan Schutter | $2,800 | Manhattan, MT, US | Washington Dc Trip | 2023 |
| Wesley Harris | $565 | Bozeman, MT, US | Dance | 2023 |
| Addy Earnest | $500 | Bozeman, MT, US | Baking Camp | 2023 |
| Eva Ridgeway | $3,000 | Roseville, MN, US | Spanish Educational Trip - Equador - Galapagos | 2023 |
| Henry Riendeau | $8,599 | Bozeman, MT, US | Macbook Pro 16 And Camera/lens | 2023 |
| Kyanna Hoekema | $5,000 | Manhattan, MT, US | Senior Project - Mcs Art Teatre/prop Room | 2023 |
| Nora Johnston | $505 | Livingston, MT, US | Lessons, Pass, Camp | 2023 |
| Owen Riendeau | $4,847 | Bozeman, MT, US | Trumpet | 2023 |
| Paige Dennee | $2,800 | Bozeman, MT, US | Washington Dc/ny Trip | 2023 |
| Tristan Schutter | $2,800 | Manhattan, MT, US | Washington Dc Trip | 2023 |
| Wesley Harris | $565 | Bozeman, MT, US | Dance | 2023 |
| Aaron Diaz | $5,000 | Bozeman, MT, US | Truck Rebuild - Requesting Funds For Parts Needed | 2022 |
| Adelaide Cummins | $800 | Bozeman, MT, US | Aerial Dance Lessons | 2022 |
| Avery Nealis | $500 | Mccall, ID, US | Nordic Skiing Club | 2022 |
| Boone Burdette | $900 | Whitefish, MT, US | Guitar Lessons At North Valley Music School | 2022 |
| Ciaran Cummins | $140 | Bozeman, MT, US | Basketball Lessons | 2022 |
| Clive Yakos | $2,965 | Bozeman, MT, US | Emerge School With Art Emphasis | 2022 |
| Harrison Cummins | $270 | Bozeman, MT, US | Martial Arts Lessons | 2022 |
| Henry Riendeau | $3,890 | Bozeman, MT, US | Ski Ridge Training | 2022 |
| Isla Irvine | $308 | Bozeman, MT, US | Junior Pga Golf Program | 2022 |
| James Cummins | $260 | Bozeman, MT, US | Prime Performance And Physio Sports Training | 2022 |
| Julia Groeneweg | $1,000 | Three Forks, MT, US | Europe School Art Trip | 2022 |
| Kyanna Hoekema | $1,000 | Manhattan, MT, US | Europe School Art Trip | 2022 |
| Kyler Kelly | $300 | Bozeman, MT, US | Gymnastics Camp | 2022 |
| Liam Yakos | $2,965 | Bozeman, MT, US | Emerge School With Science Emphasis | 2022 |
| Madelyn Nealis | $500 | Mccall, ID, US | Nordic Skiing Club | 2022 |
| Samuel Feddes | $2,500 | Manhattan, MT, US | Drone Business Course | 2022 |
| Sol Homquist | $894 | Columbia Falls, MT, US | Dance Lessons | 2022 |
| Sophia Cummins | $640 | Bozeman, MT, US | Horseback Riding Lessons | 2022 |
| Vayda Irvine | $308 | Bozeman, MT, US | Junior Pga Golf Program | 2022 |
| Aaron Diaz | $5,000 | Bozeman, MT, US | Truck Rebuild - Requesting Funds For Parts Needed | 2022 |
| Adelaide Cummins | $800 | Bozeman, MT, US | Aerial Dance Lessons | 2022 |
| Avery Nealis | $500 | Mccall, ID, US | Nordic Skiing Club | 2022 |
| Boone Burdette | $900 | Whitefish, MT, US | Guitar Lessons At North Valley Music School | 2022 |
| Ciaran Cummins | $140 | Bozeman, MT, US | Basketball Lessons | 2022 |
| Clive Yakos | $2,965 | Bozeman, MT, US | Emerge School With Art Emphasis | 2022 |
| Harrison Cummins | $270 | Bozeman, MT, US | Martial Arts Lessons | 2022 |
| Henry Riendeau | $3,890 | Bozeman, MT, US | Ski Ridge Training | 2022 |
| Isla Irvine | $308 | Bozeman, MT, US | Junior Pga Golf Program | 2022 |
| James Cummins | $260 | Bozeman, MT, US | Prime Performance And Physio Sports Training | 2022 |
| Julia Groeneweg | $1,000 | Three Forks, MT, US | Europe School Art Trip | 2022 |
| Kyanna Hoekema | $1,000 | Manhattan, MT, US | Europe School Art Trip | 2022 |
| Kyler Kelly | $300 | Bozeman, MT, US | Gymnastics Camp | 2022 |
| Liam Yakos | $2,965 | Bozeman, MT, US | Emerge School With Science Emphasis | 2022 |
| Madelyn Nealis | $500 | Mccall, ID, US | Nordic Skiing Club | 2022 |
| Samuel Feddes | $2,500 | Manhattan, MT, US | Drone Business Course | 2022 |
| Sol Homquist | $894 | Columbia Falls, MT, US | Dance Lessons | 2022 |
| Sophia Cummins | $640 | Bozeman, MT, US | Horseback Riding Lessons | 2022 |
| Vayda Irvine | $308 | Bozeman, MT, US | Junior Pga Golf Program | 2022 |
| Aaron Diaz | $5,000 | Bozeman, MT, US | Truck Rebuild - Requesting Funds For Parts Needed | 2022 |
| Adelaide Cummins | $800 | Bozeman, MT, US | Aerial Dance Lessons | 2022 |
| Avery Nealis | $500 | Mccall, ID, US | Nordic Skiing Club | 2022 |
| Boone Burdette | $900 | Whitefish, MT, US | Guitar Lessons At North Valley Music School | 2022 |
| Ciaran Cummins | $140 | Bozeman, MT, US | Basketball Lessons | 2022 |
| Clive Yakos | $2,965 | Bozeman, MT, US | Emerge School With Art Emphasis | 2022 |
| Harrison Cummins | $270 | Bozeman, MT, US | Martial Arts Lessons | 2022 |
| Henry Riendeau | $3,890 | Bozeman, MT, US | Ski Ridge Training | 2022 |
| Isla Irvine | $308 | Bozeman, MT, US | Junior Pga Golf Program | 2022 |
| James Cummins | $260 | Bozeman, MT, US | Prime Performance And Physio Sports Training | 2022 |
| Julia Groeneweg | $1,000 | Three Forks, MT, US | Europe School Art Trip | 2022 |
| Kyanna Hoekema | $1,000 | Manhattan, MT, US | Europe School Art Trip | 2022 |
| Kyler Kelly | $300 | Bozeman, MT, US | Gymnastics Camp | 2022 |
| Liam Yakos | $2,965 | Bozeman, MT, US | Emerge School With Science Emphasis | 2022 |
| Madelyn Nealis | $500 | Mccall, ID, US | Nordic Skiing Club | 2022 |
| Samuel Feddes | $2,500 | Manhattan, MT, US | Drone Business Course | 2022 |
| Sol Homquist | $894 | Columbia Falls, MT, US | Dance Lessons | 2022 |
| Sophia Cummins | $640 | Bozeman, MT, US | Horseback Riding Lessons | 2022 |
| Vayda Irvine | $308 | Bozeman, MT, US | Junior Pga Golf Program | 2022 |
| Blake Palmquist | $10,000 | City Of Industry, CA, US | Travel Abroad-soccer | 2021 |
| Boone Burdette | $833 | Whitefish, MT, US | Guitar Lessons At North Valley Music School | 2021 |
| Henry Riendeau | $1,044 | Bozeman, MT, US | Ski Ridge Training | 2021 |
| Jayce Johanson | $1,500 | Burnsville, MN, US | Washington Dc School Trip | 2021 |
| Nora Johnston | $500 | Livingston, MT, US | Pre-school Tuition To St Mary's Catholic School | 2021 |
| Owen Riendeau | $1,044 | Bozeman, MT, US | Ski Ridge Training | 2021 |
| Kyanna Hoekema | $700 | Manhattan, MT, US | Matched Funds Earned For School Trip To Washington Dc. | 2020 |
| Royal Family Kids | $5,716 | Three Forks, MT, US | Money Requested To Help Purchase A 15 Passenger Van That Helps Transport Foster Kids And Mentees To Their Various Meetings Or Events. | 2020 |
Foundations Similar to Locati Edge
Discover 5 foundations with comparable assets ($640,860-$1,124,789), similar grant patterns, and geographic focus in MT that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Snowberry Foundation
EIN: 82-3776444 | 9 grants awarded |
$863,232
(≈ Similar) |
$650
median grant |
Lincoln, MT
Same state |
|
|
Harry & Winnie Mcnay Education Trust
EIN: 42-6252638 | 108 grants awarded |
$874,280
(≈ Similar) |
$1,000
median grant |
Billings, MT
Same state |
|
|
Solid Rock Foundation
EIN: 84-1395797 | 152 grants awarded |
$673,541
(↓ Smaller) |
$1,000
median grant |
Livingston, MT
Same state |
|
|
Edna A Layton Scholarship Fund
EIN: 84-1494001 | 175 grants awarded |
$640,860
(↓ Smaller) |
$1,400
median grant |
Billings, MT
Same state |
|
|
Henry C & Jane G Otten Foundation
EIN: 84-1407394 | 355 grants awarded |
$1,124,789
(↑ Larger) |
$1,000
median grant |
Bigfork, MT
Same state |
|
Related Foundation Resources in MT:
Contact Information
Official contact details for Locati Edge as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 84-4061522 |
| Website | N/A |
| Address | 1007 E MAIN ST STE 202 Bozeman, MT 59715-3813 |
Key People (5)
Board members, trustees, and key staff who oversee Locati Edge's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Director | Kari Locati |
|---|---|
| President | Jerry Locati |
| Secretary | Kirsten Smith |
| Treasurer | Nancy Ockford |
| Director | Kyle Tage |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Locati Edge is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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