GIANFORTE FAM CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GIANFORTE FAM CHARITABLE TR (EIN 30-6089834)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349103325
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:22:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 KINROSS LAKES PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | RICHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306089834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIANFORTE FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 4065850604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11253 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59719 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN GIANFORTE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4065850604 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT R OLINSKI | PreparerPersonNm |
| PTIN | P01738444 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $210,923,558 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,287,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,244,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $432,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,885,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $432,747 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $899,517 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $896,797 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,621,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,576,553 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $316,232 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $316,232 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,952 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $601,744 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $550,644 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117,641 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $93,292 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,128,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $643,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $382,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,843,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,843,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,972,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $643,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,226,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,350,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,932,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,764,507 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,227,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,227,475 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $173,870,334 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $201,696,083 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $201,696,083 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $183,634,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,923,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $210,923,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $189,646,320 | CapitalStockBOYAmt |
| Capital Stock EOY | $223,285,618 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$6,011,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$12,362,060 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $183,634,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $210,923,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $183,634,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $210,923,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $183,634,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,350,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,639,298 | OtherIncreasesAmt |
| Subtotal | $210,923,558 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $210,923,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| STIFEL NICOLAUS #39320247 | $165,725 | $151,281 | $14,444 | $14,444 | |
| STIFEL NICOLAUS #39320247 | $1,682,228 | $1,052,000 | $630,228 | $630,228 | |
| STIFEL NICOLAUS #23495389 | $352,487 | $348,402 | $4,085 | $4,085 | |
| STIFEL NICOLAUS #23495389 | $5,879,649 | $4,146,514 | $1,733,135 | $1,733,135 | |
| STIFEL NICOLAUS #24890324 | $4,475,635 | $4,575,933 | -$100,298 | -$100,298 | |
| STIFEL NICOLAUS #24890324 | $3,878,946 | $4,094,759 | -$215,813 | -$215,813 | |
| SHORT-TERM GAINS FROM PASSTHROUGH ENTITIES | $437 | -$437 | -$437 | P | |
| LONG-TERM GAINS FROM PASSTHROUGH ENTITIES | $442,842 | $442,842 | $442,842 | P | |
| STIFEL NICOLAUS #24890324 | $395 | $395 | $395 | P | |
| OLD KINGS CAPITAL (SEE FORM 8621) | $2,083,201 | -$2,083,201 | -$2,083,201 | P | |
| CAPITAL GAINS DIVIDENDS | $7,367 | $7,367 | $7,367 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $432,747 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,563 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,563 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,563 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,528 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $101,528 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,965 | OverpaymentAmt |
| Applied To ES Tax | $32,965 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | GIANFORTEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN GIANFORTE | IndividualWithBooksNm |
| Phone | 4065850604 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1320 MANLEY ROAD | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREG GIANFORTE | ||||||||
| 1320 MANLEY ROAD | BOZEMAN | MT | 59715 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SUSAN GIANFORTE | ||||||||
| 1320 MANLEY ROAD | BOZEMAN | MT | 59715 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| RICHARD GIANFORTE | ||||||||
| 12317 102ND LANE NE | KIRKLAND | WA | 98034 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| CATHERINE D KOENEN | ||||||||
| 363 VIGILANTE TRAIL | BOZEMAN | MT | 59718 | EXECUTIVE DIRECTOR | 40.00 | $120,000 | $0 | $0 |
| JOY CHURCHILL | ||||||||
| 525 WEAVER ROAD | BELGRADE | MT | 59714 | PROGRAM DIRECTOR | 40.00 | $85,000 | $0 | $0 |
| TIMOTHY J GUARDIPEE | ||||||||
| 3769 HERITAGE DRIVE | BILLINGS | MT | 59102 | NATIVE INITIATIVES D | 40.00 | $81,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $188,475,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,037,901 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $197,513,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $197,513,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,962,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $194,551,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,727,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,727,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,563 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,563 | TotalTaxAmt |
| Distributable Before Adj | $9,658,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,658,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,658,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,226,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,226,422 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,658,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $451,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,393,194 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,440,949 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,285,618 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,226,422 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,658,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,567,435 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,853,053 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,853,053 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $451,475 | ExcessFromYear4Amt |
| Excess From Year3 | $1,393,194 | ExcessFromYear3Amt |
| Excess From Year1 | $1,440,949 | ExcessFromYear1Amt |
| Excess From Current Year | $1,567,435 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREG GIANFORTE | ContributingManagerNm |
| Contributing Manager | SUSAN GIANFORTE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (237 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 15-57 MINISTRIES | |||||||
| 1315 REMINGTON CREST DRIVE | HOUSTON | TX | 77094 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| ABSAROKEE SCHOOL DISTRICT | |||||||
| 327 S WOODARD AVE | ABSAROKEE | MT | 59001 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $875 |
| ABSOLUTE MINISTRIES KALISPELL | |||||||
| 1205 S MAIN | KALISPELL | MT | 59901 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $20,000 |
| ACE SCHOLARSHIPS | |||||||
| 112 S 1ST AVE | LAUREL | MT | 59044 | NONE | PC | CHARITABLE PURPOSE | $1,735,574 |
| ADAPTIVE PERFORMANCE CENTER | |||||||
| 1420 BROADWATER AVE | BILLINGS | MT | 59102 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| AGAPE & ECCLESIA | |||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| ALBERTON SCHOOL DISTRICT | |||||||
| 306 RAILROAD AVE | ALBERTON | MT | 59820 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,500 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $75,000 |
| ALLIANCE FOR YOUTH | |||||||
| 3220 11TH AVE S | GREAT FALLS | MT | 59405 | NONE | PC | CHARITABLE PURPOSE | $49,020 |
| AMERICAN COMPUTER MUSEUM | |||||||
| PO BOX 7190 | BOZEMAN | MT | 59771 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $10,000 |
| AMERICAN JOBS FOR AMERICA'S YOUTH MT | |||||||
| PO BOX 923 | HELENA | MT | 59624 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| APARTMENT LIFE INC - MONTANA | |||||||
| PO BOX 650951 | DALLAS | TX | 75265 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| ARLEE COMMUNITY DEVELOPMENT CORP | |||||||
| 92555 HIGHWAY 93 | ARLEE | MT | 59821 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| ASLAN YOUTH MINISTRIES | |||||||
| PO BOX 270 | RED BANK | NJ | 07701 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $95,000 |
| ASSEMBLIES OF GOD (CHI ALPHA) - MONTANA | |||||||
| 1445 N BOONVILLE AVE | SPRINGFIELD | MO | 65802 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $12,000 |
| ASSOCIATION OF CLASSICAL CHRISTIAN SCHOOLS | |||||||
| 205 E 5TH ST | MOSCOW | ID | 83843 | TRUSTEE | CHARITABLE ORG. | CHARITABLE PURPOSE | $25,000 |
| ATLAS CULTURAL FOUNDATION | |||||||
| 5 WEST MENDENHALL UNIT 521 | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| BAPTIST STUDENT UNION | |||||||
| PO BOX 51410 | BILLINGS | MT | 59105 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,500 |
| BELGRADE HIGH SCHOOL ROBOTICS CLUB | |||||||
| 303 N HOFFMAN | BELGRADE | MT | 59714 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,500 |
| BIGFORK CHAPEL | |||||||
| 290 SWAN HIGHWAY | BIGFORK | MT | 59911 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $2,500 |
| BILLINGS CATHOLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 31158 | BILLINGS | MT | 59107 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| BOYS & GIRLS CLUB OF FLATHEAD RESLAKE CITY | |||||||
| PO BOX 334 | RONAN | MT | 59864 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| BOYS & GIRLS CLUB OF RICHLAND COUNTY | |||||||
| PO BOX 416 | SIDNEY | MT | 59270 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BOZEMAN ART MUSEUM | |||||||
| 2612 W MAIN ST STE B | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| BOZEMAN PUBLIC LIBRARY | |||||||
| PO BOX 6242 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| BOZEMAN SYMPHONY | |||||||
| 402 E MAIN STREET STE 202 | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| BRIDGER SKI FOUNDATION | |||||||
| PO BOX 1243 | BOZEMAN | MT | 59771 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| BUTTE LITERACY PROGRAM | |||||||
| 226 W BROADWAY | BUTTE | MT | 59703 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| BUTTE RESCUE MISSION | |||||||
| 610 E PLATINUM ST | BUTTE | MT | 59701 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| BUTTE SPIRIT CENTER | |||||||
| 609 W GALENA ST | BUTTE | MT | 59701 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| CM RUSSELL MUSEUM | |||||||
| 400 13TH STREET | N GREAT FALLS | MT | 59401 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| CARROLL COLLEGE | |||||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| CAT RODEO SCHOLARSHIP ASSOC | |||||||
| PO BOX 10424 | BOZEMAN | MT | 59719 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,000 |
| CATALYST FOR CHANGE | |||||||
| PO BOX 1768 | BIG TIMBER | MT | 59011 | NONE | PC | CHARITABLE PURPOSE | $21,750 |
| CENTRAL ASSEMBLY OF GREAT FALLS | |||||||
| 2001 CENTRAL AVE | GREAT FALLS | MT | 59401 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,100 |
| CENTRAL MISSIONARY CLEARINGHOUSE | |||||||
| PO BOX 219228 | HOUSTON | TX | 77218 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| CHABAD LUBAVITCH OF MONTANA | |||||||
| 1610 ELLIS ST UNIT 2B | BOZEMAN | MT | 59715 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| CHAPLAINS OF CENTRAL MONTANA | |||||||
| 457 BIG SKY LANE | LEWISTOWN | MT | 59457 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $2,000 |
| CHESTERTON HOUSE | |||||||
| CORNELL UNIVERSITY PO BOX 4405 | ITHACA | NY | 14852 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CHI ALPHA (CO MT MINISTRY NETWORK) | |||||||
| 32 CAMPUS DR | MISSOULA | MT | 59812 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $61,500 |
| CHRISTIAN MEDIA MINISTRIES | |||||||
| 201 W MADISON SUITE 100 | BELGRADE | MT | 59714 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| CHURCH AT THE GATES | |||||||
| 3821 STEPHENS AVE | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $3,300 |
| CHURCH FOR THE CITY | |||||||
| 407 WICKS LANE | BILLINGS | MT | 59105 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| CODE GIRLS UNITED | |||||||
| PO BOX 8272 | KALISPELL | MT | 59904 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| COLLECTIVE CHICAGO | |||||||
| 1262 W ARGYLE ST | CHICAGO | IL | 60640 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| COLUMBUS HIGH SCHOOL ROBOTICS | |||||||
| 433 N 3RD ST | COLUMBUS | MT | 59019 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,500 |
| COMMUNIO | |||||||
| 1844 NATALIE ST | BILLINGS | MT | 59105 | NONE | PC | CHARITABLE PURPOSE | $495,835 |
| COMMUNITY LEADERSHIP AND DEV INC | |||||||
| PO BOX 3381 | BILLINGS | MT | 59103 | NONE | PC | CHARITABLE PURPOSE | $1,004,849 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| CORNERSTONE COMMUNITY CHURCH | |||||||
| 4525 GRAND AVE | BILLINGS | MT | 59106 | NONE | PC | CHARITABLE PURPOSE | $2,600 |
| CORNERSTONE FAITH CENTER INC | |||||||
| PO BOX 578 | ST IGNATIUS | MT | 59865 | NONE | PC | CHARITABLE PURPOSE | $8,000 |
| CORNERSTONE MINISTRIES INC | |||||||
| 11625 US HWY 93 | S LOLO | MT | 59847 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| CORPORATE AMERICA SUPPORTS YOU - MONTANA | |||||||
| 13971 LAKE MAHOGANY BLVD | FORT MYERS | FL | 33907 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| CORPORATE CHAPLAINS OF AMERICA - MONTANA | |||||||
| 1300 CORPORATE CHAPLAIN DRIVE | WAKE FOREST | NC | 27857 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $15,750 |
| CROSSCUT | |||||||
| PO BOX 1886 | BOZEMAN | MT | 59771 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| CROSSWINDS RECOVERY | |||||||
| PO BOX 5102 | MISSOULA | MT | 59806 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CROW COMMUNITY BAPTIST CHURCH | |||||||
| PO BOX 369 | CROW AGENCY | MT | 59022 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| CRU MINISTRIES - MONTANA | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 328328222 | NONE | PC | CHARITABLE PURPOSE | $120,000 |
| DADCAMP - MONTANA | |||||||
| 618 E BLVD | KOKOMO | IN | 46902 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| DAWSON COMMUNITY COLLEGE | |||||||
| PO BOX 189 | DARBY | MT | 59829 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| DELIVERFUND | |||||||
| 1005 BAKER AVE SUITE B | WHITEFISH | MT | 59937 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $15,000 |
| EAGLE MOUNT BOZEMAN | |||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| ECHOZ PREGNANCY CARE CENTER | |||||||
| 1323 9TH AVE | SOUTH GREAT FALLS | MT | 59405 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| ED CHOICE | |||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| EDIFY | |||||||
| PO BOX 986500 | BOSTON | MA | 02298 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| ELEVATE CHURCH | |||||||
| 4907 BLUE MOUNTAIN RD | MISSOULA | MT | 59804 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| EMMANUEL BAPTIST CHURCH | |||||||
| 328 SOUTH SHILOH RD | BILLINGS | MT | 59106 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $3,950 |
| END EXPLOITATION MONTANA | |||||||
| 3031 GRAND AVE 160 | BILLINGS | MT | 59102 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $18,500 |
| EUREKA PUBLIC SCHOOLS | |||||||
| PO BOX 705 | ENNIS | MT | 59729 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $15,200 |
| FALLS CHAPEL | |||||||
| PO BOX 1094 | THOMPSON FALLS | MT | 59873 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| FAMILY CHURCH | |||||||
| 1002 3RD AVE | LAUREL | MT | 59044 | NONE | PC | CHARITABLE PURPOSE | $3,250 |
| FAMILY PROMISE OF GREATER HELENA | |||||||
| PO BOX 939 | HELENA | MT | 59624 | NONE | PC | CHARITABLE PURPOSE | $9,000 |
| FAMILY PROMISE OF YELLOWSTONE VALLEY | |||||||
| 10 S 26TH ST | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $498,228 |
| FAMILY RESEARCH COUNCIL | |||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| FAMILY TREE NURTURING CENTER | |||||||
| 2520 5TH AVE | SOUTH BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| FAMILYLIFE - MONTANA | |||||||
| PO BOX 62822 | ORLANDO | FL | 32832 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $73,600 |
| FATHERS IN THE FIELD - MONTANA | |||||||
| 6796 N FRANKLIN AVE | LOVELAND | CO | 80538 | NONE | PC | CHARITABLE PURPOSE | $31,500 |
| FELLOWSHIP BAPTIST CHURCH | |||||||
| 423 WESTGATE DRIVE | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 526 STADLER | HELENA | MT | 59601 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $42,500 |
| FELLOWSHIP OF CHRISTIAN COWBOYS | |||||||
| PO BOX 573 | BELGRADE | MT | 59714 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| FLATHEAD WARMING CENTER | |||||||
| PO BOX 7142 | KALISPELL | MT | 59904 | NONE | PC | CHARITABLE PURPOSE | $40,000 |
| FLORENCE CRITTENTON HOME & SERVICES | |||||||
| 901 NORTH HARRIS STREET | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $12,500 |
| FOCUS - MONTANA | |||||||
| 603 PARK POINT DRIVE SUITE 200 | GENESEE | CO | 80401 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $37,500 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| FRIENDS OF MT SHAKESPEARE IN THE PARKS | |||||||
| PO BOX 6214 | BOZEMAN | MT | 59717 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $25,000 |
| FRIENDS OF CHILDREN - WESTERN MT | |||||||
| 400 W BROADWAY SUITE 101 | MISSOULA | MT | 59802 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| FRIENDSHIP HOUSE OF CHRISTIAN SERVICE | |||||||
| 3123 8TH AVE SOUTH | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| FRYBREAD FELLOWSHIP MINISTRIES | |||||||
| PO BOX 154 | HAYS | MT | 59527 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $15,000 |
| GALL VALLEY CHRISTIAN HOME SCH SPORTS | |||||||
| PO BOX 10081 | BOZEMAN | MT | 59719 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 212 S WALLACE STE 101 | BOZEMAN | MT | 59715 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| GIRLS SCOUTS OF MONTANA AND WYOMING | |||||||
| 2303 GRAND AVE | BILLINGS | MT | 59102 | NONE | PC | CHARITABLE PURPOSE | $17,100 |
| GRACE BIBLE CHURCH | |||||||
| 3625 S 19TH STREET | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $208,775 |
| GRACE MONTESSORI ACADEMY | |||||||
| 4809 GRAND AVE | BILLINGS | MT | 59106 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $25,000 |
| GRACE FALLS CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 2800 18TH AVE | S GREAT FALLS | MT | 59405 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| GREAT FALLS CHILDREN'S RECEIVING HOME | |||||||
| PO BOX 1061 | GREAT FALLS | MT | 59403 | NONE | PC | CHARITABLE PURPOSE | $7,000 |
| GREAT FALLS CHURCH OF THE NAZARENE | |||||||
| 1727 2ND AVE | S GREAT FALLS | MT | 59405 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| GREAT FALLS PUBLIC SCHOOLS | |||||||
| 2601 8TH ST NE | GREAT FALLS | MT | 59404 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| GREAT FALLS RESCUE MISSION | |||||||
| 408 2ND AVENUE SOUTH | GREAT FALLS | MT | 59403 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| GREATER GALLATIN UNITED WAY | |||||||
| 945 TECHNOLOGY BLVD SUITE 101F | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| GREATER MISSOULA YOUTH FOR CHRIST | |||||||
| 1515 FAIRVIEW SUITE 210 | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $18,595 |
| GRIZZLY CHRISTIAN FELLOWSHIP | |||||||
| 2010 S 3RD ST W | MISSOULA | MT | 59801 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $13,000 |
| HARDIN NEW LIFE CHURCH | |||||||
| 1030 N CODY AVE | HARDIN | MT | 59034 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,200 |
| HARVEST CHURCH CAR CARE MINISTRY | |||||||
| 1235 W WICKS LANE | BILLINGS | MT | 59105 | NONE | PC | CHARITABLE PURPOSE | $3,300 |
| HEADWATERS COVENANT CHURCH | |||||||
| 1030 CHOTEAU STREET | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| HEART CHURCH | |||||||
| 1001 CLEVELAND ST | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| HEART OF MONTANA LOVE | |||||||
| 214 WEST MAIN STREET SUITE 201 | LEWISTOWN | MT | 59457 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| HELENA AREA HABITAT FOR HUMANITY | |||||||
| PO BOX 459 | HELENA | MT | 59624 | NONE | PC | CHARITABLE PURPOSE | $37,500 |
| HELENA SYMPHONY | |||||||
| 21 N LAST CHANCE GULCH SUITE 100 | HELENA | MT | 59601 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| HELLGATE ELEMENTARY ROBOTICS | |||||||
| 2385 FLYNN LANE | MISSOULA | MT | 59808 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| HER CAMPAIGN | |||||||
| PO BOX 51451 | BILLINGS | MT | 59105 | NONE | PC | CHARITABLE PURPOSE | $507,953 |
| HERITAGE ACADEMY INC | |||||||
| PO BOX 5673 | KALISPELL | MT | 59903 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $75,000 |
| HERITAGE CHRISTIAN SCHOOL | |||||||
| 4310 DURSTON RD | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| HI-LINE PREGNANCY RESOURCE CENTER | |||||||
| 315 1ST STREET | HAVRE | MT | 59501 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $12,500 |
| HOLTER MUSEUM OF ART | |||||||
| 12 E LAWRENCE ST | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| HOMEWARD FOR HEROES | |||||||
| 227 W NICKLAUS AVE | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| HOPE AND REFUGE HOUSING | |||||||
| PO BOX 4293 | BUTTE | MT | 59702 | NONE | PC | CHARITABLE PURPOSE | $1,800 |
| HOPE CENTER MINISTRIES | |||||||
| PO BOX 87 | CLANCY | MT | 59634 | NONE | PC | CHARITABLE PURPOSE | $64,200 |
| HOPE CENTER MINISTRIES - BUTTE | |||||||
| 308 SPIRES RD | DIVIDE | MT | 59727 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| HOPE CENTER MINISTRIES - HELENA | |||||||
| 13 CLANCY ST | CLANCY | MT | 59634 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| IMPACT MONTANA INC | |||||||
| PO BOX 6061 | HELENA | MT | 59604 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| INDIAN YOUTH CAMP INC | |||||||
| 28840 HOPE WAY | BIGFORK | MT | 59911 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| INTERMOUNTAIN OPERA | |||||||
| PO BOX 37 | BOZEMAN | MT | 59771 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| INTERNATIONAL STUDENTS INC | |||||||
| PO BOX C | COLORADO SPRINGS | CO | 809013000 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $57,500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP - MONTANA | |||||||
| PO BOX 7895 | MADISON | WI | 53707 | NONE | PC | CHARITABLE PURPOSE | $34,500 |
| JACKSON HOLE CLASSICAL ACADEMY | |||||||
| PO BOX 7466 | JACKSON | WY | 83002 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $99,214 |
| KIDS HOPE USA - MONTANA | |||||||
| 201 W WASHINGTON AVE SUITE 20 | ZEELAND | MI | 49464 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| LAME DEER HOPE PCG | |||||||
| 15661 S SPERRY GRADE RD | GREENOUGH | MT | 59823 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $15,000 |
| LAMOTTE SCHOOL | |||||||
| 841 BEAR CANYON RD | BOZEMAN | MT | 59715 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,500 |
| LAVIE DBA BILLINGS CRISIS PREG CTR INC | |||||||
| PO BOX 80146 | BILLINGS | MT | 59108 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| LIBBY HIGH SCHOOL | |||||||
| 150 EDUCATION WAY | LIBBY | MT | 59923 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $3,000 |
| LIBBY MT PREGNANCY CARE SENTER | |||||||
| PO BOX 1134 | LIBBY | MT | 59923 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| LIFE NET OF MISSOULA | |||||||
| 1515 FAIRWAY AVE | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| LIFEPOINT CHURCH | |||||||
| 2526 LAKE HELENA DRIVE | EAST HELENA | MT | 59635 | NONE | PC | CHARITABLE PURPOSE | $1,150 |
| LINCOLN PUBLIC SCHOOLS | |||||||
| PO BOX 39 | LINCOLN | MT | 59639 | NONE | PC | CHARITABLE PURPOSE | $1,300 |
| LIVING WATER CHURCH | |||||||
| PO BOX 31453 | BILLINGS | MT | 59107 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| LOVE AND SONSHINE MINISTRIES | |||||||
| PO BOX 23174 | BILLINGS | MT | 59104 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $20,000 |
| LOVE IN THE NAME OF CHRIST - GALLATIN CITY | |||||||
| PO BOX 7117 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $60,000 |
| LOVE INC OF YELLOWSTONE COUNTY | |||||||
| PO BOX 1254 | BILLINGS | MT | 59103 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| LOVE THY NEIGHBOR | |||||||
| PO BOX 4096 | LONG BRANCH | NJ | 07740 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MAIN SEQUENCE ROBOTICS | |||||||
| PO BOX 4745 | HELENA | MT | 59604 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $9,000 |
| MANHATTAN FIRST ROBOTICS | |||||||
| 330 DOUBLE D LANE | MANHATTAN | MT | 59741 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,500 |
| MASTERS COLLEGE | |||||||
| 21726 PLACERITA CANYON RD | SANTA CLARITA | CA | 91321 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| MIGHTY OAKS FOUNDATION - MONTANA | |||||||
| PO BOX 1405 | MONTGOMERY | TX | 77356 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| MINDSPARK LEARNING - MONTANA | |||||||
| 455 S PIERCE ST | LAKEWOOD | CO | 80226 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $58,525 |
| MISSIO DEI CHICAGO (UPTOWN) | |||||||
| 1242 W ADDISON | CHICAGO | IL | 60613 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| MISSION VALLEY CHRISTIAN ACADEMY | |||||||
| 38907 HWY 35 | POISON | MT | 59860 | NONE | PC | CHARITABLE PURPOSE | $609,530 |
| MISSION VALLEY SENIOR CITIZENS INC | |||||||
| 528 MAIN ST SW | RONAN | MT | 59864 | NONE | PC | CHARITABLE PURPOSE | $7,875 |
| MISSOULA COUNTY PUBLIC SCHOOLS | |||||||
| 901 SOUTH AVE | WEST MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $4,500 |
| MISSOULA INTERFAITH COLLABORATIVE | |||||||
| 2205 34TH ST | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| MONTANA COMMUNITY FOUNDATION | |||||||
| PO BOX 1145 | HELENA | MT | 59624 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| MONTANA COUNCIL ON ECONOMIC EDUCATION | |||||||
| PO BOX 1306 | HELENA | MT | 59624 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| MONTANA FAMILY INSTITUTE | |||||||
| PO BOX 494 | LAUREL | MT | 59044 | NONE | PC | CHARITABLE PURPOSE | $254,231 |
| MONTANA FFA FOUNDATION INC | |||||||
| PO BOX 943 | LEWISTOWN | MT | 59457 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $15,000 |
| MONTANA HIGHER ED STUD ASSIS CORP | |||||||
| PO BOX 5209 | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $286,750 |
| MONTANA METH PROJECT | |||||||
| PO BOX 8944 | MISSOULA | MT | 59807 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| MONTANA ON A MISSION | |||||||
| PO BOX 696 | BIG TIMBER | MT | 59011 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $2,000 |
| MONTANA PEER SUPPORT NETWORK | |||||||
| 1104 24TH AVE SW | GREAT FALLS | MT | 59404 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,500 |
| MONTANA RESCUE MISSION | |||||||
| 2902 MINNESOTA AVE | BILLINGS | MT | 59101 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| MONTANA ROBOTICS ALLIANCE | |||||||
| PO BOX 4745 | HELENA | MT | 59604 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MONTANA STATE UNIVERSITY ALUMNI FOUNDATION | |||||||
| 1501 SOUTH 11TH AVENUE | BOZEMAN | MT | 59717 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $1,500 |
| MONTANA THEATERWORKS - ELLEN THEATER | |||||||
| PO BOX 28 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| MONTANA YOUTH SYMPHONY | |||||||
| 1116 S TRACY AVE | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MOUNTAIN HOME | |||||||
| 2606 SOUTH AVE WEST | MISSOULA | MT | 59804 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| MOUNTAIN SHADOW ASSOCIATION | |||||||
| 444 CIRCLE F DRIVE | BOZEMAN | MT | 59718 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $21,875 |
| MOUNTAIN VIEW COMMUNITY CHURCH | |||||||
| 280 W KAGY BLVD | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| NATIONAL CHRISTIAN CHARITABLE FOUND INC | |||||||
| PO BOX 524 | ALPHARETTA | GA | 30009 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| NATIVE AMERICAN DEV CORP | |||||||
| 17 N 26TH ST | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| NEW HOPE CLINIC | |||||||
| 320 S IDAHO ST | BUTTE | MT | 59701 | NONE | PC | CHARITABLE PURPOSE | $13,800 |
| NEW HOPE PREGNANCY SUPPORT CTR OF DILLON | |||||||
| 610 N MONTANA ST 6 | DILLON | MT | 59725 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| ONE HEART WARRIORS | |||||||
| 4435 PALISADE PARK DRIVE | BILLINGS | MT | 59106 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $250,063 |
| OMF INTERNATIONAL | |||||||
| 10 W DRY CREEK | LITTLEON | CO | 80120 | NONE | PC | CHARITABLE PURPOSE | $4,500 |
| OPEN BIBLE CHRISTIAN CENTER | |||||||
| 302 19TH ST | WEST BILLINGS | MT | 59102 | NONE | PC | CHARITABLE PURPOSE | $2,600 |
| OPTIONS WOMEN'S CLINIC | |||||||
| 1005 PARTRIDGE PLACE STE 1 | HELENA | MT | 59602 | NONE | PC | CHARITABLE PURPOSE | $40,000 |
| OUTFITTERS FOR CHRIST | |||||||
| PO BOX 140 | YAMPA | CO | 80483 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| PACIFIC NW ADULT AND TEEN CHALLENGE | |||||||
| 3815 S 7TH ST | WEST MISSOULA | MT | 59804 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $30,000 |
| PAR (POWER FOR ABUNDANT RECOVERY) MIN | |||||||
| 2335 LEWIS AVE | BILLINGS | MT | 59101 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $3,000 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $25,000 |
| PLAINS 2 PEAKS YOUTH INITIATIVE | |||||||
| 102 C ST N | WIBAUX | MT | 59353 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| PLENTY DOORS COMMUNITY DEV CORP | |||||||
| PO BOX 1061 | CROW AGENCY | MT | 59022 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $20,000 |
| PRISON FELLOWSHIP - MONTANA | |||||||
| 44180 RIVERSIDE DRIVE | LANSDOWNE | VA | 20176 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $42,000 |
| PROMISE686 | |||||||
| PO BOX 5689 | KALISPELL | MT | 59903 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| RAFIKI FOUNDATION | |||||||
| 23315 COUNTY RD 44 A | EUSTIS | FL | 32736 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $100,000 |
| RAPELJE SCHOOL | |||||||
| 714 MAIN ST | RAPELJE | MT | 59067 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,500 |
| REACH HIGHER MONTANA | |||||||
| PO BOX 5209 | HELENA | MT | 59604 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $291,750 |
| REESE CREEK COMMUNITY CENTER | |||||||
| 13695 SPRINGHILL RD | BELGRADE | MT | 59714 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| REFUGE MINISTRIES OF NORTH AMERICA | |||||||
| PO BOX 672607 | CHUGIAK | AK | 99567 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $2,000 |
| RESOURCE ED AND AGRICULTURE LEADERS | |||||||
| PO BOX 170535 | BOZEMAN | MT | 59717 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $1,500 |
| REZILIENTKIDZ - MONTANA | |||||||
| PO BOX 62966 | COLORADO SPRINGS | CO | 80962 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $25,000 |
| RIPE FOR HARVEST | |||||||
| PO BOX 487 | MONUMENT | CO | 80132 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| RONAN MIDDLE SCHOOL ROBOTICS | |||||||
| 421 ANDREW NW | RONAN | MT | 59864 | NONE | PC | CHARITABLE PURPOSE | $2,000 |
| SACRED PORTION | |||||||
| PO BOX 11486 | BOZEMAN | MT | 59719 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| SAGEBRUSH FOOD PANTRY | |||||||
| 669 W PARK DRIVE | SHELBY | MT | 59474 | NONE | PC | CHARITABLE PURPOSE | $7,200 |
| SALISH AND KOOTENAI HOUSING AUTHORITY | |||||||
| PO BOX 38 | PABLO | MT | 59855 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $7,500 |
| SERIOUS JUJU SKATEWORKS INC | |||||||
| PO BOX 705 | KALISPELL | MT | 59903 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $11,250 |
| SPARROW'S VINE | |||||||
| PO BOX 864 | SEELY LAKE | MT | 59868 | NONE | PC | CHARITABLE PURPOSE | $6,500 |
| SPECIAL OLYMPICS MONTANA | |||||||
| 710 1ST AVENUE NORTH | GREAT FALLS | MT | 59401 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| SPLASHES OF JOY | |||||||
| PO BOX 4173 | HELENA | MT | 59604 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $3,300 |
| ST ANDREW SCHOOL | |||||||
| 1900 FLOWERREE ST | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| ST IGNATIUS COMM SENIOR CITIZEN CTR | |||||||
| 212 N MAIN BOX 278 | ST IGNATIUS | MT | 59865 | NONE | PC | CHARITABLE PURPOSE | $1,450 |
| STILLWATER YOUTH CENTER INC | |||||||
| PO BOX 1148 | COLUMBUS | MT | 59019 | NONE | PC | CHARITABLE PURPOSE | $10,926 |
| STOKE - FIRST BROADWATER COUNTY | |||||||
| PO BOX 1024 | TOWNSEND | MT | 59644 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $2,250 |
| STRONGER CO | |||||||
| 35 DUNE RIDGE LANE | GREAT FALLS | MT | 59404 | NONE | PC | CHARITABLE PURPOSE | $2,700 |
| SUMMIT CAREER CENTER | |||||||
| 100 FORT OWEN RANCH ROAD | STEVENSVILLE | MT | 59870 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| SUMMIT CHURCH | |||||||
| 921 W MENDENHALL | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $1,100 |
| SUNBURST PUBLIC SCHOOLS | |||||||
| PO BOX 710 | SOUTH SUNBURST | MT | 59482 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| T-6 ADVANCED TRAINING & CAREER DEV | |||||||
| 36 EAST FORK RD | BIG TIMBER | MT | 59011 | NONE | PC | CHARITABLE PURPOSE | $18,000 |
| TEENPACT LEADERSHIP SCHOOLS - MONTANA | |||||||
| 610 MOOREFIELD PARK DRIVE | RICHMOND | VA | 23236 | NONE | PC | CHARITABLE PURPOSE | $3,300 |
| THE CHILDREN'S SHAKESPEARE SOCIETY | |||||||
| 1627 W MAIN ST 281 | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| THE FAITH AND LAW PROJECT | |||||||
| PO BOX 7585 | ARLINGTON | VA | 22207 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| THE LIFEGUARD GROUP | |||||||
| 13320 BUNCHGRASS LANE | MISSOULA | MT | 59808 | NONE | PC | CHARITABLE PURPOSE | $12,500 |
| THE NAVIGATORS - MONTANA | |||||||
| 3820 N 30TH ST | COLORADO SPRINGS | CO | 80904 | NONE | PC | CHARITABLE PURPOSE | $19,500 |
| THE PEOPLES PARTNERS FOR COMM DEV | |||||||
| PO BOX 955 | LAME DEER | MT | 59043 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $35,000 |
| THE ROCK YOUTH CENTER | |||||||
| 214 N 11TH | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| THE SALVATION ARMY A CALIFORNIA CORP | |||||||
| 2100 6TH AVE | NORTH BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| THE SALVATION ARMY NORTHWEST DIV | |||||||
| PO BOX 418 | HAVRE | MT | 59501 | NONE | PC | CHARITABLE PURPOSE | $168,547 |
| THE VERITAS FORUM | |||||||
| PO BOX 380807 | CAMBRIDGE | MA | 02238 | NONE | PC | CHARITABLE PURPOSE | $85,000 |
| THE WORTHY RANCH | |||||||
| 3109 LYNN AVE | BILLINGS | MT | 59102 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,250 |
| TIKKUN OLAM MINISTRIES | |||||||
| PO BOX 999 | FORT BENTON | MT | 59442 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| TROY COMMUNITY BAPTIST CHURCH | |||||||
| 725 E MISSOULA AVE | TROY | MT | 59935 | NONE | PC | CHARITABLE PURPOSE | $3,300 |
| TRUE NORTH 406 MINISTRIES | |||||||
| 345 EAST BOWMAN DR | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| TURNING POINT USA | |||||||
| 4940 E BEVERLY ROAD | PHOENIX | AZ | 85044 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| VALLEY FELON-AID | |||||||
| 146 BIRCH ST | HAMILTON | MT | 59840 | NONE | PC | CHARITABLE PURPOSE | $12,500 |
| VENTURE CHURCH | |||||||
| 2595 SIMMENTAL WAY | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $3,250 |
| VETERANS NAVIGATION NETWORK | |||||||
| 2173 OVERLAND AVENUE | BILLINGS | MT | 59102 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $3,360 |
| VICTORY CHURCH GREAT FALLS | |||||||
| 3001 13TH STREET | SOUTH GREAT FALLS | MT | 59405 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| WARRIORS AND QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $2,500 |
| WEST VALLEY SCHOOL | |||||||
| 2290 FARM TO MARKET RD | KALISPELL | MT | 59901 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $4,500 |
| WIDE AWAKE INTERNATIONAL INC | |||||||
| PO BOX 12642 | SALEM | OR | 97309 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| WISE WONDERS CHILDREN'S MUSEUM | |||||||
| 3024 2ND AVE | NORTH BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $9,000 |
| YELLOWSTONE BOYS & GIRLS RANCH FOUNDATION | |||||||
| PO BOX 80807 | BILLINGS | MT | 59108 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| YOUNG LIFE | |||||||
| PO BOX 81377 | BILLINGS | MT | 59108 | NONE | PC | CHARITABLE PURPOSE | $69,000 |
| YOUTH ENTERPRENEURS INC - MONTANA | |||||||
| PO BOX 791847 | BALTIMORE | MD | 21279 | NONE | PC | CHARITABLE PURPOSE | $243,750 |
| YOUTH HOMES | |||||||
| 550 NORTH CALIFORNIA STREET | MISSOULA | MT | 59802 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $20,000 |
| YOUTH WITH A MISSION - TRIBAL WAVES A CORP | |||||||
| PO BOX 784 | RONAN | MT | 59864 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| ZOECARE | |||||||
| 2251 W KAGY BLVD 2 | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $33,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,843,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,046 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,287,320 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $899,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $432,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,621,630 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,621,630 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME MUTUAL FUNDS | FMV | $17,158,722 | $17,158,722 |
| HARDING LOEVNER EQUITIES | FMV | $13,144,490 | $13,144,490 |
| INDEX ACCOUNT | FMV | $82,557,446 | $82,557,446 |
| NEW SOUTH SMALL CAP | FMV | $11,078,572 | $11,078,572 |
| LIGHTHOUSE GLOBAL | FMV | $5,872,083 | $5,872,083 |
| OLD KINGS | FMV | $9,208,494 | $9,208,494 |
| ISHARES RUSSEL 2000 GROWTH | FMV | $12,446,699 | $12,446,699 |
| WHIPPOORWILL | FMV | $1,522,950 | $1,522,950 |
| PARAMETRIC | FMV | $23,714,766 | $23,714,766 |
| INTERNATIONAL MUTUAL FUNDS | FMV | $15,240,613 | $15,240,613 |
| TPG OPPORTUNITIES | FMV | $40,816 | $40,816 |
| HARBORVEST GLOBAL 2015 FD | FMV | $1,320,347 | $1,320,347 |
| HARBORVEST GLOBAL 2019 FD | FMV | $2,963,763 | $2,963,763 |
| MARATHON EUROPEAN CREDIT OPPOR | FMV | $2,390,574 | $2,390,574 |
| SUMMIT PARTNERS IX-A | FMV | $1,320,951 | $1,320,951 |
| TOP IV AIV | FMV | $274,055 | $274,055 |
| TSSP OPP PARTNERS IV | FMV | $1,048,563 | $1,048,563 |
| SUMMIT PARTNERS IX-A, AIV | FMV | $392,179 | $392,179 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $787 | $0 | $787 |
| OFFICE SUPPLIES | $1,013 | $0 | $1,013 |
| POSTAGE/DELIVERY | $509 | $0 | $509 |
| WORKERS COMP INSURANCE | $1,237 | $0 | $0 |
| MARKETING FEES | $80 | $0 | $80 |
| MT FILING FEE | $20 | $0 | $20 |
| MISCELLANEOUS | $13,239 | $0 | $13,149 |
| PAYROLL EXPENSES | $84 | $0 | $0 |
| LIABILITY INSURANCE | $1,041 | $0 | $0 |
| ENRICHMENT PROGRAM EXPENSES | $23,232 | $0 | $23,232 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| HARBOURVEST 2019 (SEE FORM 8621) | $0 | $0 | $0 |
| LIGHTHOUSE GLOBAL(SEE FORM 8621) | $222,880 | $222,880 | $222,880 |
| MARATHON EC OPPTY FD III(SEE FORM 8621) | $735,458 | $735,458 | $735,458 |
| RETURNED GRANTS FROM PRIOR YEAR | $2,720 | $0 | $2,720 |
| SIXTH STREET/TPG OPPORTUNITES II | $24 | $24 | $24 |
| SUMMIT PARTNERS GROWTH EQUITY FUND | -$111,607 | -$111,607 | -$111,607 |
| TOP IV DELAWARE AIV I-B | -$15,616 | -$15,616 | -$15,616 |
| TPG MARKETS IIB SF AIV (SEE FORM 8621) | $0 | $0 | $0 |
| TSSP OPPORTUNITIES PARTNERS IV (B) LP | $23,476 | $23,476 | $23,476 |
| WHIPPORWILL DIST OPPTY (SEE FORM 8621) | $39,353 | $39,353 | $39,353 |
| HARBOURVEST 2015 | -$179 | -$179 | -$179 |
| STIFEL INVESTMENT MISC INCOME | $3,008 | $3,008 | $3,008 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS & BOOK TAX DIFFERENCES | Desc |
| Amt | $33,639,298 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGT FEES | $490,619 | $490,619 | $0 |
| PORTFOLIO DEDUCTIONS THRU K1S | $60,025 | $60,025 | $0 |
| CONSULTING | $51,100 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $93,292 | $93,292 | $0 |
| PAYROLL TAXES | $24,349 | $0 | $0 |
Comments