Smith Denison Foundation

Bozeman, MT
Tax-exempt since April 1987
EIN: 11-2848979

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$95.6k (2025)

Expenses

$90.1k (2025)

Total Assets

$685k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$95,555

Expenses

$90,137

Net Income

$5,418

Net Assets

$684,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,129	39.9%
Sales of Assets	$46,037	48.2%
Other Income	$11,389	11.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,119	88.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$684,662
Total Liabilities	$0
Net Assets	$684,662

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Aug. 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2024

Revenue

$36,304

Expenses

$77,270

Net Income

-$40,966

Net Assets

$683,020

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,564	> 100%
Sales of Assets	-$9,509
Other Income	$8,249	22.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,400	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$683,020
Total Liabilities	$0
Net Assets	$683,020

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Aug. 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2023

Revenue

$55,539

Expenses

$73,334

Net Income

-$17,795

Net Assets

$685,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,077	54.2%
Sales of Assets	$15,974	28.8%
Other Income	$9,488	17.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,300	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$685,509
Total Liabilities	$0
Net Assets	$685,509

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Oct. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2022

Revenue

$61,857

Expenses

$67,955

Net Income

-$6,098

Net Assets

$703,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,150	39.0%
Sales of Assets	$28,893	46.7%
Other Income	$8,814	14.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,200	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$703,304
Total Liabilities	$0
Net Assets	$703,304

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending May
2021

Revenue

$48,212

Expenses

$88,965

Net Income

-$40,753

Net Assets

$709,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,617	53.1%
Sales of Assets	$17,737	36.8%
Other Income	$4,858	10.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,185	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$709,402
Total Liabilities	$1
Net Assets	$709,401

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Oct. 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2020

Revenue

$175,671

Expenses

$71,606

Net Income

$104,065

Net Assets

$750,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,866	14.7%
Sales of Assets	$147,133	83.8%
Other Income	$2,672	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,100	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$750,155
Total Liabilities	$1
Net Assets	$750,154

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Oct. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2019

Revenue

$57,160

Expenses

$75,567

Net Income

-$18,407

Net Assets

$646,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,909	57.6%
Sales of Assets	$18,637	32.6%
Other Income	$5,614	9.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,050	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$646,090
Total Liabilities	$0
Net Assets	$646,090

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Oct. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2018

Revenue

$21,636

Expenses

$68,619

Net Income

-$46,983

Net Assets

$664,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,234	93.5%
Sales of Assets	-$3,857
Other Income	$5,259	24.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,000	88.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$664,497
Total Liabilities	$0
Net Assets	$664,497

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Oct. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

$77,430

Expenses

$73,776

Net Income

$3,654

Net Assets

$711,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,514	31.7%
Sales of Assets	$48,430	62.5%
Other Income	$4,486	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,000	90.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$711,480
Total Liabilities	$0
Net Assets	$711,480

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Aug. 26, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2016

Revenue

$79,340

Expenses

$76,050

Net Income

$3,290

Net Assets

$707,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,290	33.1%
Sales of Assets	$45,589	57.5%
Other Income	$7,461	9.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,950	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$707,826
Total Liabilities	$0
Net Assets	$707,826

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2015

Revenue

$66,771

Expenses

$81,144

Net Income

-$14,373

Net Assets

$704,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,069	37.5%
Sales of Assets	$33,941	50.8%
Other Income	$7,761	11.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,885	84.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$704,536
Total Liabilities	$0
Net Assets	$704,536

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Oct. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2014

Revenue

$124,166

Expenses

$72,116

Net Income

$52,050

Net Assets

$718,909

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,328	19.6%
Sales of Assets	$90,987	73.3%
Other Income	$8,851	7.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,785	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$718,909
Total Liabilities	$0
Net Assets	$718,909

Compensation

Key Employees and Officers	Compensation	Other
Robert W Denison (Trustee)	$0	$0
S Wells Smith (Trustee)	$0	$0
Deborah Hatch (Trustee)	$0	$0

990-PF

Filed on Sept. 19, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2013

Revenue

$32,848

Expenses

$69,227

Net Income

-$36,379

Net Assets

$666,859

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,055	67.1%
Sales of Assets	$6,345	19.3%
Other Income	$4,448	13.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,285	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$666,859
Total Liabilities	$0
Net Assets	$666,859

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Revenue

$31,363

Expenses

$69,524

Net Income

-$38,161

Net Assets

$703,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,675	69.1%
Sales of Assets	$8,081	25.8%
Other Income	$1,607	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,785	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$703,238
Total Liabilities	$0
Net Assets	$703,238

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Smith Denison Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $95.6k (2025)

Expenses $90.1k (2025)

Total Assets $685k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$95.6k (2025)

Expenses

$90.1k (2025)

Total Assets

$685k (2025)

Total Liabilities

$0 (2025)

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2025

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2024

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2023

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2022

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2018

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2015

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2014

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2013

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2012

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