---
type: "Bill"
title: "Increase and repeal termination of Montana charitable endowment tax credit"
description: "Increase and repeal termination of Montana charitable endowment tax credit"
jurisdiction: "us/states/mt"
legislature: "Montana Legislature"
session: "2023"
identifier: "SB 506"
citation: "Montana SB 506 (2023)"
classification: ["bill"]
subjects: ["Corporation Tax (same as: Taxation--Corporations)", "Revenue", "State", "Taxation (Generally)", "Taxation--Individual Income"]
status: "enacted"
primary_sponsors: ["Greg Hertz"]
version_count: 6
action_count: 68
vote_count: 13
first_action: "2022-12-03T22:55:38+00:00"
last_action: "2023-05-22T21:34:54+00:00"
source: "openstates"
source_identifier: "ocd-bill/f56f8aeb-c4e7-4532-a011-2795e08d6240"
source_url: "https://bills.legmt.gov/#/bill/20231/LC2565"
source_hash: "cd1acd294efb1a803d35c224b24d832fbce752a548cc53b3c3761f244e50138b"
vintage: "2026-07-01"
source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
retrieved_at: "2026-07-06"
confidence: "reported"
tags: ["legislation", "bill", "us-mt"]
---

# Montana SB 506 (2023) — Increase and repeal termination of Montana charitable endowment tax credit

## Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. **SB0506.001.001_Amendments-in-Context_final-full.pdf** (committee substitute) — [source](https://api.legmt.gov/docs/v1/documents/getContent?documentId=13040)
2. **SB0506.001.002_Amendments-in-Context_final-condensed.pdf** (committee substitute) — [source](https://api.legmt.gov/docs/v1/documents/getContent?documentId=13039)
3. **SB0506.001.002_Amendments-in-Context_final-full.pdf** (committee substitute) — [source](https://api.legmt.gov/docs/v1/documents/getContent?documentId=13041)
4. **SB0506_1.pdf** (committee substitute) — [source](https://api.legmt.gov/docs/v1/documents/getContent?documentId=13046)
5. **SB0506_2.pdf** (committee substitute) — [source](https://api.legmt.gov/docs/v1/documents/getContent?documentId=13045)
6. **SB0506_X.pdf** (committee substitute) — [source](https://api.legmt.gov/docs/v1/documents/getContent?documentId=13044)

## Votes

- (H) Tabled in Committee — **14–9** (pass) · lower
- (H) Committee Executive Action--Bill Concurred as Amended — **20–2** (pass) · lower
- (H) Committee Executive Action--Bill Concurred — **17–4** (pass) · lower
- (S) Committee Executive Action--Bill Passed — **18–1** (pass) · upper
- (H) 3rd Reading Concurred — **94–5** (pass) · lower
- (S) 2nd Reading Passed — **46–4** (pass) · upper
- (H) 2nd Reading Concurred — **91–9** (pass) · lower
- (S) 3rd Reading Passed — **46–3** (pass) · upper
- (H) 2nd Reading Concurred — **86–14** (pass) · lower
- (S) 2nd Reading House Amendments Concurred — **50–0** (pass) · upper
- (H) Taken from Table in Committee — **22–0** (pass) · lower
- (S) Committee Executive Action--Bill Passed — **12–0** (pass) · upper
- (S) 3rd Reading Passed as Amended by House — **49–0** (pass) · upper

## Sponsors

- Greg Hertz — primary (person)

## Timeline

The legislative action history — every referral, reading, and vote.

- **2023-05-22T21:34:54+00:00** Chapter Number Assigned `became-law`
- **2023-05-19T19:03:00+00:00** (S) Signed by Governor `executive-signature`
- **2023-05-11T22:00:00+00:00** (S) Transmitted to Governor `executive-receipt`
- **2023-05-11T20:30:00+00:00** (H) Signed by Speaker `passage`
- **2023-05-05T19:30:00+00:00** (S) Signed by President `passage`
- **2023-05-04T20:03:20+00:00** (C) Printed - Enrolled Version Available `enrolled`
- **2023-05-04T20:03:19+00:00** (S) Returned from Enrolling
- **2023-05-02T18:41:08+00:00** (S) Sent to Enrolling
- **2023-05-01T23:53:00+00:00** (S) 3rd Reading Passed as Amended by House `passage, passage, reading-3, reading-3`
- **2023-05-01T23:15:00+00:00** (S) Scheduled for 3rd Reading `reading-3`
- **2023-05-01T20:55:00+00:00** (S) 2nd Reading House Amendments Concurred `amendment-amendment, amendment-passage, reading-2, reading-2`
- **2023-05-01T19:00:00+00:00** (S) Scheduled for 2nd Reading `reading-2`
- **2023-04-28T23:37:57+00:00** (H) Returned to Senate with Amendments
- **2023-04-28T20:02:00+00:00** (H) 3rd Reading Concurred `passage, reading-3`
- **2023-04-28T19:00:00+00:00** (H) Scheduled for 3rd Reading `reading-3`
- **2023-04-27T17:21:00+00:00** (H) 2nd Reading Concurred `reading-2, reading-2`
- **2023-04-27T16:00:00+00:00** (H) Scheduled for 2nd Reading `reading-2`
- **2023-04-24T15:57:46+00:00** (S) Revised Fiscal Note Requested
- **2023-04-21T20:33:53+00:00** (C) Printed - New Version Available
- **2023-04-21T19:17:00+00:00** (H) Committee Report--Bill Concurred as Amended
- **2023-04-20T22:00:00+00:00** (H) Committee Executive Action--Bill Concurred as Amended
- **2023-04-20T21:30:00+00:00** (H) Taken from Table in Committee
- **2023-04-20T16:00:00+00:00** (H) Tabled in Committee `amendment-deferral`
- **2023-04-20T13:34:05+00:00** (C) Amendments Available
- **2023-04-19T22:00:00+00:00** (H) Hearing
- **2023-04-19T20:52:00+00:00** (H) Rereferred to Committee `referral-committee, referral-committee`
- **2023-04-19T20:39:00+00:00** (H) 2nd Reading Concurred `reading-2, reading-2`
- **2023-04-18T00:32:00+00:00** (H) Committee Report--Bill Concurred
- **2023-04-17T15:00:00+00:00** (H) Committee Executive Action--Bill Concurred
- **2023-04-13T14:00:00+00:00** (H) Hearing
- **2023-04-05T20:10:51+00:00** (H) First Reading `reading-1`
- **2023-04-05T19:22:35+00:00** (H) Referred to Committee `referral-committee`
- **2023-04-04T21:32:28+00:00** (S) Transmitted to House
- **2023-04-03T16:27:00+00:00** (S) 3rd Reading Passed `passage, reading-3`
- **2023-03-30T21:07:00+00:00** (S) Committee Report--Bill Passed `committee-passage`
- **2023-03-30T14:00:01+00:00** (S) Committee Executive Action--Bill Passed `committee-passage`
- **2023-03-30T14:00:00+00:00** (S) Hearing
- **2023-03-28T21:23:00+00:00** (S) Rereferred to Committee `referral-committee, referral-committee`
- **2023-03-28T20:09:00+00:00** (S) 2nd Reading Passed `reading-2, reading-2`
- **2023-03-27T15:19:43+00:00** (S) Revised Fiscal Note Printed
- **2023-03-27T15:19:34+00:00** (C) Fiscal Note Unsigned
- **2023-03-27T15:19:25+00:00** (S) Revised Fiscal Note Received `receipt`
- **2023-03-24T19:13:00+00:00** (S) Committee Report--Bill Passed `committee-passage`
- **2023-03-23T14:30:00+00:00** (S) Committee Executive Action--Bill Passed `committee-passage`
- **2023-03-22T17:11:05+00:00** (S) Fiscal Note Printed
- **2023-03-21T14:30:00+00:00** (S) Hearing
- **2023-03-20T22:40:38+00:00** (C) Fiscal Note Unsigned
- **2023-03-20T22:40:30+00:00** (S) Fiscal Note Received `receipt`
- **2023-03-14T20:57:54+00:00** (C) Introduced Bill Text Available Electronically
- **2023-03-14T19:20:00+00:00** (S) First Reading `reading-1`
- **2023-03-14T15:45:20+00:00** (S) Referred to Committee `referral-committee`
- **2023-03-13T21:43:28+00:00** (S) Fiscal Note Requested
- **2023-03-13T20:25:36+00:00** (S) Introduced
- **2023-03-13T20:25:35+00:00** (C) Fiscal Note Probable
- **2023-03-13T15:14:31+00:00** (C) Draft Delivered to Requester
- **2023-03-11T22:35:24+00:00** (C) Draft Ready for Delivery
- **2023-03-11T15:17:31+00:00** (C) Executive Director Final Review
- **2023-03-11T15:17:27+00:00** (C) Draft Ready for Delivery
- **2023-03-10T23:57:11+00:00** (C) Draft in Assembly
- **2023-03-10T18:47:26+00:00** (C) Executive Director Review
- **2023-03-10T18:41:24+00:00** (C) Bill Draft Text Available Electronically
- **2023-03-10T18:41:23+00:00** (C) Draft in Final Drafter Review
- **2023-03-09T20:50:18+00:00** (C) Draft in Input/Proofing
- **2023-03-09T20:46:12+00:00** (C) Draft to Drafter - Edit Review
- **2023-02-22T16:54:50+00:00** (C) Draft in Edit
- **2023-02-17T15:30:37+00:00** (C) Draft in Legal Review
- **2023-02-17T14:54:42+00:00** (C) Draft to Requester for Review
- **2022-12-03T22:55:38+00:00** (C) Draft Request Received `receipt`

## Source

OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/f56f8aeb-c4e7-4532-a011-2795e08d6240`. Confidence: reported (aggregated from official Montana legislature records).