GIANFORTE FAM CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GIANFORTE FAM CHARITABLE TR (EIN 30-6089834)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349100619
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T09:17:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26016 DETROIT RD SUITE 3 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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) |
|---|---|---|
| In Care Of | % SUSAN GIANFORTE | InCareOfNm |
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 4065850604 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1320 MANLEY ROAD | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | susan GIANFORTE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4065850604 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | susan | PersonFirstNm |
| Person Last | GIANFORTE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD CONNER | PreparerPersonNm |
| PTIN | P01355454 | PTIN |
| Phone | 4406170390 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $207,863,952 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,447,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,163,528 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $10,425 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10,425 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$1,071 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,167,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,903,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,167,929 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,894,565 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,887,565 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,520,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,229,447 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $129,583 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $129,583 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,443 | PensionEmplBnftRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,704 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $630,314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $573,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,187 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,731 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,731 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $248,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $98,300 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $5,360 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $6,867 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,867 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,516 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,072,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $674,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,977,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,977,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,049,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $674,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,187,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$529,001 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,554,908 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,154,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,897,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,897,426 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Investments BOY | $139,444 | LandBldgInvestmentsBOYAmt |
| Other Investments BOY | $181,677,371 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $196,966,526 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $196,966,526 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $190,971,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $207,863,952 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $207,863,952 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $7,043 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,043 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $190,971,579 | CapitalStockBOYAmt |
| Capital Stock EOY | $207,856,909 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $190,971,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $207,856,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $190,971,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $207,863,952 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $190,971,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$529,001 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,414,331 | OtherIncreasesAmt |
| Subtotal | $207,856,909 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $207,856,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE STIFEL NICOLAUS #XXX-5389 | P | 2020-01-01 | 2020-06-01 | $692,259 | $819,040 | -$117,316 | -$126,781 |
| SEE STIFEL NICOLAUS #XXX-5389 | P | 2019-01-01 | 2020-06-01 | $4,037,575 | $3,828,993 | $237,302 | $208,582 |
| SEE STIFEL NICOLAUS #XXX-5389 | 2010-01-01 | 2020-06-01 | $310 | $5,854 | -$5,544 | -$5,544 | |
| SEE STIFEL NICOLAUS #XXX-9392 | P | 2019-01-01 | 2020-06-01 | $2,026,119 | $371,485 | $1,654,634 | $1,654,634 |
| SEE STIFEL NICOLAUS #XXX-9392 | P | 2010-01-01 | 2020-06-01 | $1,978,801 | $794,512 | $1,184,289 | $1,184,289 |
| SEE STIFEL NICOLAUS #XXX-0247 | P | 2020-01-01 | 2020-06-01 | $342,933 | $351,953 | -$9,020 | -$9,020 |
| SEE STIFEL NICOLAUS #XXX-0247 | P | 2019-01-01 | 2020-06-01 | $2,452,036 | $2,480,113 | -$28,077 | -$28,077 |
| SEE STIFEL NICOLAUS #XXX-0247 | P | 2010-01-01 | 2020-06-01 | $56,901 | $55,799 | $1,102 | $1,102 |
| SEE STIFEL NICOLAUS #XXX-3430 | P | 2019-01-01 | 2020-06-01 | $333,625 | $104,776 | $228,849 | $228,849 |
| SEE STIFEL NICOLAUS #XXX-3430 | P | 2010-01-01 | 2020-06-01 | $916,436 | $252,671 | $663,765 | $663,765 |
| SEE STIFEL NICOLAUS #XXX-0324 | P | 2020-01-01 | 2020-06-01 | $3,778,279 | $4,081,289 | -$248,509 | -$303,010 |
| SEE STIFEL NICOLAUS #XXX-0324 | P | 2019-01-01 | 2020-06-01 | $12,883,713 | $12,463,646 | $462,334 | $420,067 |
| SEE STIFEL NICOLAUS #XXX-4921 | 2019-01-01 | 2020-06-01 | $799,973 | $956,712 | -$156,739 | -$156,739 | |
| SEE STIFEL NICOLAUS #XXX-0324 | 2019-01-01 | 2020-06-01 | $350,053 | $303,439 | $46,614 | $46,614 | |
| FUCHS PETROLUB SE ADR 3,188 SHS | 2014-06-20 | 2020-01-13 | $40,150 | $40,150 | $40,150 | ||
| ITAU SA ADR REP 500 PFD | 2014-06-12 | 2020-12-28 | $5,950 | $5,950 | $5,950 | ||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 | |||||
| CAPITAL GAIN DIVIDENDS | P | $35,314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,167,929 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $132,813 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $132,813 | SubtotalAmt |
| Tax Based On Investment Income | $132,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $142,675 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $142,675 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,862 | OverpaymentAmt |
| Applied To ES Tax | $9,862 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | gianfortefoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN GIANFORTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | 2.0 | $0 | $0 | $0 |
| SUSAN GIANFORTE | ||||||||
| 1320 MANLEY ROAD | BOZEMAN | MT | 59715 | TRUSTEE | 4.0 | $12,000 | $0 | $0 |
| RICHARD GIANFORTE | ||||||||
| 12317 102ND LANE NE | KIRKLAND | WA | 98034 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $174,818,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,436,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $181,255,096 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $181,255,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,718,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,536,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,926,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,926,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $132,813 | TotalTaxAmt |
| Distributable Before Adj | $8,794,001 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,794,001 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,794,001 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,187,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,187,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,187,195 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,794,001 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $640,003 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $274,491 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $494,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,409,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,187,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,794,001 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,393,194 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,802,198 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,802,198 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $640,003 | ExcessFromYear4Amt |
| Excess From Year2 | $274,491 | ExcessFromYear2Amt |
| Excess From Year1 | $494,510 | ExcessFromYear1Amt |
| Excess From Current Year | $1,393,194 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREG SUSAN GIANFORTE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (268 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 |
| A RAY OF HOPE | |||||||
| 46 5th AVE W | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| ABSAROKEE AREA FOOD BANK | |||||||
| PO BOX 88 | ABSAROKEE | MT | 59001 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| ABSAROKE EVANGELICAL CHURCH | |||||||
| 34 NORTH WOODARD AVE | ABSAROKEE | MT | 59001 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| ADAPTIVE PERFORMANCE CENTER | |||||||
| 1420 BROADWATER AVE | BILLINGS | MT | 59102 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| AGAPE & ECCLESIA | |||||||
| 6612 N NEWGARD AVE APT 2 | CHICAGO | IL | 60626 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| ALBERTON COMMUNITY FOOD BANK | |||||||
| PO BOX 8 | ALBERTON | MT | 59820 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $50,000 |
| ALLIANCE FOR CHOICE IN EDUCATION | |||||||
| 1201 EAST COLFAX AVENUE STE 302 | DENVER | CO | 80218 | NONE | PC | CHARITABLE PURPOSE | $967,625 |
| ALLIANCE FOR YOUTH | |||||||
| 3220 11TH AVE S | GREAT FALLS | MT | 59405 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| ALPHA USA | |||||||
| 1635 EMERSON LANE | NAPERVILLE | IL | 60540 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| AMERICAN COMPUTER MUSEUM | |||||||
| PO BOX 7190 | BOZEMAN | MT | 59771 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $7,500 |
| ANACONDA MINISTERIAL PROJECT CARE | |||||||
| PO BOX 1280 | ANACONDA | MT | 59711 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| ARLEE COMMUNITY DEVELOPMENT CORP | |||||||
| PO BOX 452 | ARLEE | MT | 59821 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| ASLAN YOUTH MINISTRIES | |||||||
| 257 HARDING RD | RED BANK | NJ | 077010270 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $100,000 |
| ASSOCIATION OF CLASSICAL CHRISTIAN SCHOOLS | |||||||
| 205 E 5TH ST | MOSCOW | ID | 83843 | TRUSTEE | CHARITABLE ORG. | CHARITABLE PURPOSE | $30,000 |
| ATLAS CULTURAL FOUNDATION | |||||||
| 300 RED TWIG LANE | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| BAKER ASSEMBLY OF GOD | |||||||
| 801 COLORADO AVE | BAKER | MT | 59313 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BALLANTINE UNITED LUNCH AND FOOD BOX PRO | |||||||
| 2264 4TH ST | BALLATINE | MT | 59006 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| BEAVERHEAD COMMUNITY FOOD PANTRY INC | |||||||
| PO BOX 1356 | DILLON | MT | 59725 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BELGRADE SENIOR CENTER | |||||||
| 92 E CAMERON AVENUE | BELGRADE | MT | 59714 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BIG HEART IN BIG SKY | |||||||
| 5 MICROWAVE HILL RD STE I | MONTANA CITY | MT | 59634 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| BIG SKY FELLOWSHIP CHURCH | |||||||
| 7610 ROUGHSAWN DR | HELENA | MT | 59602 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| BILLINGS FOOD BANK INC | |||||||
| 2112 4TH AVE N | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| BILLINGS PRAISE CENTER | |||||||
| 516 S 37TH ST | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $14,324 |
| BITTERROOT VALLEY CALVARY CHAPEL | |||||||
| 700 NORTH 4TH STREET | HAMILTON | MT | 59840 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| BOYS & GIRLS CLUB NORTH CHEYENNE NATION | |||||||
| PO BOX 416 | SIDNEY | MT | 59270 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BOYS & GIRLS CLUB OF RICHLAND COUNTY | |||||||
| PO BOX 309 | LAME DEER | MT | 59043 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| BOZEMAN ART MUSEUM | |||||||
| 2612 W MAIN ST STE B | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BOZEMAN PUBLIC LIBRARY | |||||||
| PO BOX 6242 | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| BRAVEHEART CHAPLAIN MINISTRY | |||||||
| PO BOX 1132 | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BREAD BASKET INC | |||||||
| 10 6TH AVE SW | RONAN | MT | 59864 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BRIDGER COMMUNITY FOOD BANK | |||||||
| PO BOX 696 | BRIDGER | MT | 59014 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| BRIGHTWAYS LEARNING | |||||||
| 3700 SOUTH RUSSELL ST STE 114 | MISSOULA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| BROADWATER FOOD PANTRY | |||||||
| PO BOX 1164 | TOWNSEND | MT | 59644 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| BUNKER LABS | |||||||
| 125 S CLARK ST WEWORK 17TH FL | CHICAGO | IL | 60603 | NONE | PC | CHARITABLE PURPOSE | $3,000 |
| BUTTE EMERGENCY FOOD BANK | |||||||
| 1019 E SECOND ST | BUTTE | MT | 59701 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| BUTTE SPIRIT CENTER | |||||||
| 1053 POINT OF ROCKS RD | WHITEHALL | MT | 59759 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| CANOPY CHURCH CHICAGO | |||||||
| PO BOX 108314 | CHICAGO | IL | 60618 | NONE | PC | CHARITABLE PURPOSE | $2,000 |
| CARTER COUNTY FOOD BANK | |||||||
| 214 PARK ST | EKALAKA | MT | 59324 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| CAT RODEO SCHOLARSHIP ASSOCIATION | |||||||
| MSU RODEO OFFICE PO BOX 173880 | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| CATALYST FOR KIDS | |||||||
| 2960 TUMBLEWEED DRIVE | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| CATERING TO AFRICANS IN NEED | |||||||
| 105 LINDEN STREET 3RD FL | NEW HAVEN | CT | 06511 | NONE | PC | CHARITABLE PURPOSE | $8,000 |
| CENTER POLE | |||||||
| 3391 GARRYOWEN RD | GARRYOWEN | MT | 59031 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| CENTRAL BAPTIST CHURCH | |||||||
| 195 MILE DR | LEWISTOWN | MT | 59457 | NONE | PC | CHARITABLE PURPOSE | $1,800 |
| CHARLOTTE LOZIER INSTITUTE | |||||||
| 2800 SHIRLINGTON ROAD STE 1200 | ARLINGTON | VA | 22206 | NONE | PC | CHARITABLE PURPOSE | $70,000 |
| CHESTERTON HOUSE | |||||||
| CORNELL UNIVERSITY PO BOX 4405 | ITHACA | NY | 14852 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CHILD BRIDGE | |||||||
| PO BOX 310 | BIG FORK | MT | 59911 | NONE | PC | CHARITABLE PURPOSE | $450,000 |
| CHINOOK FOOD PANTRY | |||||||
| PO BOX 262 | CHINOOK | MT | 59523 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| CHURCH OF THE ROCKIES | |||||||
| P O BOX 197 | RED LODGE | MT | 59068 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| CHURCH ON THE MOVE | |||||||
| PO BOX 767 | PLAINS | MT | 59859 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| CODE GIRLS UNITED | |||||||
| PO BOX 8272 | KALISPELL | MT | 59904 | NONE | PC | CHARITABLE PURPOSE | $22,816 |
| COLLECTIVE CHICAGO | |||||||
| 1262 W ARGYLE ST | CHICAGO | IL | 60640 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| COLSTRIP FOOD BANK | |||||||
| PO BOX 543 | COLSTRIP | MT | 59323 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| COMMUNIO | |||||||
| 5901 KINGSTOWNE VILLAGE PKWY STE 10 | ALEXANDRIA | VA | 22315 | NONE | PC | CHARITABLE PURPOSE | $232,400 |
| COMMUNITY FOOD BANK OF MINERAL CITY | |||||||
| PO BOX 177 | SUPERIOR | MT | 59872 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| COMMUNITY HARVEST | |||||||
| P O BOX 314 | THOMPSON FALLS | MT | 59873 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| COMMUNITY LEADERSHIP AND DEV INC | |||||||
| PO BOX 3381 | BILLINGS | MT | 59103 | NONE | PC | CHARITABLE PURPOSE | $202,500 |
| COMMUNITY SERVICES FELLOWSHIP | |||||||
| PO BOX 161 | NOXON | MT | 59853 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | NONE | PC | CHARITABLE PURPOSE | $1,462 |
| CORNERSTONE COMMUNITY CHURCH | |||||||
| PO BOX 10277 | KALISPELL | MT | 59904 | NONE | PC | CHARITABLE PURPOSE | $1,200 |
| CORNERSTONE FAITH CENTER INC | |||||||
| PO BOX 578 | ST IGNATIUS | MT | 59865 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CORPORATE AMERICA SUPPORTS YOU | |||||||
| 10 STONE FALCON CT | LAKE SAINT LOUIS | MO | 63367 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| COUNTY CUPBOARD | |||||||
| PO BOX 484 | CULBERTSON | MT | 59218 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| CROSSPOINT COMMUNITY CHURCH | |||||||
| 7500 MULLAND ROAD | MISSOULA | MT | 59808 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| CROWN FINANCIAL MINISTRY | |||||||
| 8331 E WALKER SPRINGS LANE SUITE 3 | KNOXVILLE | TN | 37923 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CRU MINISTRIES | |||||||
| PO BOX 628222 | ORLANDO | FL | 328328222 | NONE | PC | CHARITABLE PURPOSE | $91,000 |
| CUSTER COUNTY COMMUNITY TABLE | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| DARBY BREAD BOX | |||||||
| PO BOX 93 | MILES CITY | MT | 59301 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| DAWSON COMMUNITY COLLEGE | |||||||
| PO BOX 189 | DARBY | MT | 59829 | NONE | PC | CHARITABLE PURPOSE | $44,000 |
| DEER LODGE FOOD PANTRY | |||||||
| PO BOX 285 | DEER LODGE | MT | 59722 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| DELIVER FUND | |||||||
| 1005 BAKER AVENUE STE A | WHITIEFISH | MT | 59937 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| DIVING MERCY ACADEMY INC | |||||||
| 601 W CAMERON AVE | BELGRADE | MT | 59714 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| EASTHAVEN BAPTIST CHURCH | |||||||
| 2010 WHITEFISH STAGE | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| ECHOZ PREGNANCY CARE CENTER | |||||||
| 1323 9TH AVE SOUTH | GREAT FALLS | MT | 59404 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| ED CHOICE | |||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| EDIFY | |||||||
| 8825 AERO DR SUITE 220 | SAN DIEGO | CA | 92123 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| EVANGELICAL FREE CHURCH OF BOZEMAN | |||||||
| 1701 S 19TH AVE | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $1,900 |
| FAITH COVENANT CHURCH | |||||||
| 611 3RD AVE E | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $1,700 |
| FAITH FREE LUTHERAN CHURCH | |||||||
| 405 LIBERTY STREET | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $1,284 |
| FAMILY CHURCH | |||||||
| 1002 3RD AVE | LAUREL | MT | 59044 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| FAMILY POLICY FOUNDATION | |||||||
| 8675 EXPLORER DRIVE SUITE 112 | COLORADO SPRINGS | CO | 80920 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| FAMILY PROMISE OF GALLATIN VALLEY | |||||||
| PO BOX 475 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| FAMILY PROMISE OF GREAT FALLS | |||||||
| PO BOX 455 | GREAT FALLS | MT | 59403 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| FAMILY PROMISE OF YELLOWSTONE VALLEY | |||||||
| 10 S 26TH ST | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| FAMILY RESEARCH COUNCIL | |||||||
| 801 G STREET NW | WASHINGTON | DC | 20001 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $50,000 |
| FAMILY SERVICE | |||||||
| PO BOX 1020 | BILLINGS | MT | 59103 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| FAMILY SHELTER OF THE BITTERROOT INC | |||||||
| PO BOX 656 | HAMILTON | MT | 59840 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| FAMILYLIFE | |||||||
| 5800 RANCH DRIVE | LITTLE ROCK | AR | 72223 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| FAST BLACKFEET | |||||||
| PO BOX 2460 | BROWNING | MT | 59417 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| FEED MY SHEEP SOUP KITCHEN INC | |||||||
| PO BOX 407 | HAVRE | MT | 59501 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 526 STADLER | HELENA | MT | 59601 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $37,500 |
| FELLOWSHIP OF CHRISTIAN COWBOYS | |||||||
| PO BOX 573 | BELGRADE | MT | 59714 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $3,500 |
| FIGHT THE NEW DRUG | |||||||
| 1680 S MAIN ST | SALT LAKE CITY | UT | 84115 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| FIRST PRESBYTERIAN CHURCH OF DILLON | |||||||
| PO BOX 487 | DILLON | MT | 59725 | NONE | PC | CHARITABLE PURPOSE | $1,200 |
| FLATHEAD FOOD BANK INC | |||||||
| 1203 HIGHWAY 2 W SUITE 2 | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| FLATHEAD VALLEY COMMUNITY COLLEGE | |||||||
| 777 GRANDVIEW DRIVE | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| FLORENCE CRITTENTON HOME & SERVICES | |||||||
| 901 NORTH HARRIS STREET | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER WAY | COLORADO SPRINGS | CO | 80920 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| FRIENDS OF BUTTE VETS TREATMENT CENTER | |||||||
| PO BOX 4354 | BUTTE | MT | 59702 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| FRIENDSHIP HOUSE OF CHRISTIAN SERVICE | |||||||
| 3123 8TH AVE SOUTH | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| GALLATIN COUNTY PUBLIC SAFETY FOUNDATION | |||||||
| PO BOX 3612 | BOZEMAN | MT | 59772 | NONE | PC | CHARITABLE PURPOSE | $21,035 |
| GALLATIN ICE FOUNDATION | |||||||
| PO BOX 6414 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| GALLATIN VALLEY CHRISTIAN HOME | |||||||
| PO BOX 7353 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| GALLATIN VALLEY FOUNDATION FOR ECON DEV | |||||||
| 2015 CHARLOTTE ST STE 1 | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| GALLATIN VALLEY YMCA | |||||||
| 3673 LOVE LANE | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| GOSPEL MOUNTAIN ASSEMBLY OF GOD | |||||||
| PO BOX 1029 | THOMPSON FALLS | MT | 59873 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| GRACE BIBLE CHURCH | |||||||
| 3625 S 19TH STREET | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $205,300 |
| GRANITE COUNTY FOOD PANTRY | |||||||
| 12 MAXVILLE RD | PHILIPSBURG | MT | 59858 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| GRATITUDE IN ACTION | |||||||
| 135 MONARCH ST | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $12,000 |
| GREAT FALLS CHILDREN'S RECEIVING HOME | |||||||
| PO BOX 1061 | GREAT FALLS | MT | 59403 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| GREAT FALLS COMMUNITY FOOD BANK | |||||||
| 1620 12TH AVE N | GREAT FALLS | MT | 59401 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| GREAT FALLS PUBLIC SCHOOLS | |||||||
| 2601 8TH ST NE | GREAT FALLS | MT | 59404 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| GREAT FALLS RESCUE MISSION | |||||||
| 408 2ND AVENUE SOUTH | GREAT FALLS | MT | 59403 | NONE | PC | CHARITABLE PURPOSE | $40,000 |
| GREATER IMPACT INC | |||||||
| PO BOX 4199 | BOZEMAN | MT | 59772 | NONE | PC | CHARITABLE PURPOSE | $22,500 |
| GREATER MISSOULA YOUTH FOR CHRIST | |||||||
| 1515 FAIRVIEW AVE SUITE 210 | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| GREENHOUSE MOVEMENT | |||||||
| 2849 S KOLIN AVE | CHICAGO | IL | 60623 | NONE | PC | CHARITABLE PURPOSE | $2,000 |
| GRIZZLY CHRISTIAN FELLOWSHIP | |||||||
| 1919 NORTH AVE WEST | MISSOULA | MT | 59803 | NONE | PC | CHARITABLE PURPOSE | $4,000 |
| HABITAT FOR HUMANITY OF FLATHEAD | |||||||
| 2535 HWY 93 S | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| HARLOWTON FAITH CHAPEL | |||||||
| PO BOX 203 | HARLOWTON | MT | 59036 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| HARVEST CHURCH | |||||||
| 1235 W WICKS LANE | BILLINGS | MT | 59105 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| HARVEST FOOD PANTRY | |||||||
| 230 7TH AVE SE | CUT BANK | MT | 59427 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| HAVEN HOUSE | |||||||
| PO BOX 1343 | HAMILTON | MT | 59840 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| HEART OF MONTANA LOVE | |||||||
| 214 WEST MAIN STREET SUITE 201 | LEWISTOWN | MT | 59457 | NONE | PC | CHARITABLE PURPOSE | $16,000 |
| HELENA ALLIANCE CHURCH | |||||||
| 1400 STUART ST | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| HELENA FOOD SHARE | |||||||
| 1616 LEWIS ST | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| HELPING HANDS IN HARDEIN INC | |||||||
| PO BOX 1254 | HARDIN | MT | 59034 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| HER CAMPAIGN | |||||||
| PO BOX 51451 | BILLINGS | MT | 59105 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| 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 |
| HOPA MOUNTAIN | |||||||
| 234 E BABCOCK SUITE E | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| HOPE CENTER MINISTRIES | |||||||
| PO BOX 87 | CLANCY | MT | 59634 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| HOPE CHURCH | |||||||
| 436 BIRCH GROVE ROAD | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| HOPE PREGNANCY MINISTRIES | |||||||
| 1281 BURNS WAY | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| HOT SPRINGS FOOD PANTRY | |||||||
| PO BOX 25 | HOT SPRINGS | MT | 59845 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| HUMAN RESOURCE DEV COUNCIL | |||||||
| 32 S TRACY AVE | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| INSPIRE PREGNANCY OUTREACH CENTER | |||||||
| 108 6TH AVE NORTH | LEWISTOWN | MT | 59457 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| INTERMOUNTAIN CHILDREN'S HOME | |||||||
| 500 SOUTH LAMBORN | HELENA | MT | 59601 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| INTERMOUNTAIN OPERA | |||||||
| PO BOX 37 | BOZEMAN | MT | 59771 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $15,000 |
| INTERNATIONAL STUDENTS INC | |||||||
| PO BOX C | COLORADO SPRINGS | CO | 809013000 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $52,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| PO BOX 7895 | MADISON | WI | 53707 | NONE | PC | CHARITABLE PURPOSE | $18,000 |
| JACKSON HOLE CLASSICAL ACADEMY | |||||||
| PO BOX 7466 | JACKSON | WY | 83002 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| JEFFCO FOOD SHARE INC | |||||||
| PO BOX 244 | BOULDER | MT | 59632 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| JUDITH BASIN FOOD PANTRY | |||||||
| PO BOX 67 | STANFORD | MT | 59479 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| LAVIE DBA BILLINGS CRISIS PREG CTR INC | |||||||
| PO BOX 80146 | BILLINGS | MT | 59108 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| LIBBY CHURCH OF GOD | |||||||
| 1007 UTAH AVE | LIBBY | MT | 59923 | NONE | PC | CHARITABLE PURPOSE | $500 |
| LIBBY FOOD PANTRY | |||||||
| PO BOX 311 | LIBBY | MT | 59923 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| LIFE NET OF MISSOULA | |||||||
| 1515 FAIRVIEW AVE | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| LIGHTHOUSE COMMUNITY PARTNERS | |||||||
| PO BOX 7121 | GREAT FALLS | MT | 59406 | NONE | PC | CHARITABLE PURPOSE | $12,000 |
| LIVINGSTON FOOD PANTRY OF PARK COUNTY | |||||||
| 202 S 2ND ST | LIVINGSTON | MT | 59047 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| LOAVES & FISHES INC | |||||||
| PO BOX 683 | CHESTER | MT | 59522 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| LOVE IN THE NAME OF CHRIST - GALLATIN CITY | |||||||
| PO BOX 7117 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $72,000 |
| LOVE INC OF THE ROCKY MOUNTAIN FRONT | |||||||
| PO BOX 1943 | GREAT FALLS | MT | 59406 | NONE | PC | CHARITABLE PURPOSE | $593 |
| LOVE INC OF YELLOWSTONE COUNTY | |||||||
| PO BOX 1254 | BILLINGS | MT | 59103 | NONE | PC | CHARITABLE PURPOSE | $12,000 |
| LOVE THY NEIGHBOR | |||||||
| PO BOX 847 | EATONTOWN | NJ | 07740 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MADISON VALLEY CARING & SHARING INC | |||||||
| PO BOX 171 | ENNIS | MT | 59729 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MALTA FOOD BANK INC | |||||||
| PO BOX 925 | MALTA | MT | 59538 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| MASTERS COLLEGE | |||||||
| 21726 PLACERITA CANYON RD | SANTA CLARITA | CA | 91321 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| MEAGHER COUNTY NUTRITION COALITION | |||||||
| PO BOX 34 | WHT SPHR SPGS | MT | 59645 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MIGHTY OAKS FOUNDATION | |||||||
| 38397 INNOVATION COURT SUITE 101 | MURRIETA | CA | 92563 | NONE | PC | CHARITABLE PURPOSE | $7,000 |
| MINISTRY TO STATE HELENA MONTANA | |||||||
| 5975 NORTH SLOPE | HELENA | MT | 59602 | NONE | PC | CHARITABLE PURPOSE | $2,000 |
| MISSIO DEI CHICAGO (UPTOWN) | |||||||
| 1242 W ADDISON | CHICAGO | IL | 60613 | NONE | PC | CHARITABLE PURPOSE | $14,500 |
| MISSION AVIATION FELLOWSHIP | |||||||
| PO BOX 47 | NAMPA | ID | 83653 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| MISSION VALLEY FOOD PANTRY | |||||||
| PO BOX 644 | ST IGNATIUS | MT | 59865 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| MISSOULA FOOD BANK | |||||||
| 1720 WYOMING STREET | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| MISSOULA INTERFAITH COLLABORATIVE | |||||||
| 2205 34TH ST | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MISSOULA ROBOTICS TEAM 3216 | |||||||
| 901 SOUTH AVENUE WEST | MISSOULA | MT | 59801 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| MONTANA 4-H FOUNDATION | |||||||
| PO BOX 173580 | BOZEMAN | MT | 59717 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| MONTANA CHAMBER FOUNDATION | |||||||
| PO BOX 1162 | HELENA | MT | 59624 | NONE | PC | CHARITABLE PURPOSE | $9,825 |
| MONTANA COUNCIL ON ECONOMIC EDUCATION | |||||||
| PO BOX 1306 | HELENA | MT | 59624 | NONE | PC | CHARITABLE PURPOSE | $2,000 |
| MONTANA FAMILY INSTITUTE | |||||||
| PO BOX 494 | LAUREL | MT | 59044 | NONE | PC | CHARITABLE PURPOSE | $442,000 |
| MONTANA FFA FOUNDATION INC | |||||||
| 502 S 19TH AVE STE 102 | BOZEMAN | MT | 59718 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $10,000 |
| MONTANA HIGHER ED STUD ASSIS CORP | |||||||
| PO BOX 5209 | HELENA | MT | 59601 | NONE | PC | CHARITABLE PURPOSE | $178,000 |
| MONTANA LEARNING CENTER AT CANYON FERRY | |||||||
| 7653 CANYON FERRY RD | HELENA | MT | 59602 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| MONTANA METH PROJECT | |||||||
| PO BOX 8944 | MISSOULA | MT | 59807 | NONE | PC | CHARITABLE PURPOSE | $200,000 |
| MONTANA RESCUE MISSION | |||||||
| 2902 MINNESTOTA AVE | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $400,000 |
| MONTANA SHAKESPEARE IN THE PARKS | |||||||
| P O BOX 174120 | BOZEMAN | MT | 59717 | NONE | PC | CHARITABLE PURPOSE | $41,000 |
| MONTANA STATE UNIVERSITY ALUMNI FOUNDATION | |||||||
| 1501 SOUTH 11TH AVENUE | BOZEMAN | MT | 59717 | NONE | CHARITABLE ORG | CHARITABLE PURPOSE | $1,476,500 |
| MONTANA THEATERWORKS - ELLEN THEATER | |||||||
| PO BOX 28 | BOZEMAN | MT | 59771 | NONE | PC | CHARITABLE PURPOSE | $75,000 |
| MONTANA VETERANS FOUNDATION | |||||||
| 2320 SPOKANE CREEK RD | EAST HELENA | MT | 59635 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| MOUNTAIN HOME | |||||||
| 2606 SOUTH AVE WEST | MISSOULA | MT | 59804 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| MSU BILLINGS CHI ALPHA | |||||||
| 608 PRESIDENTS PLACE | BILLINGS | MT | 59105 | NONE | PC | CHARITABLE PURPOSE | $3,000 |
| MSU EXTENSION OFFICE | |||||||
| PO BOX 170535 | BOZEMAN | MT | 59717 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| MUSSELSHELL COUNTY FOOD BANK INC | |||||||
| 117 7TH AVE WEST | ROUNDUP | MT | 59072 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| NACDC FINANCIAL SERVICES | |||||||
| 101 PATA ST | BROWNING | MT | 59417 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| NATIVE NATIONS CHAPLAINCY ALLIANCE | |||||||
| 117 7TH AVE WEST | ROUNDUP | MT | 59072 | NONE | PC | CHARITABLE PURPOSE | $22,000 |
| NEW HOPE CLINIC | |||||||
| 320 S IDAHO ST | BUTTE | MT | 59701 | NONE | PC | CHARITABLE PURPOSE | $7,500 |
| NEW LIFE FELLOWSHIP | |||||||
| 106 S DELAWARE ST | CONRAD | MT | 59425 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| OMF INTERNATIONAL | |||||||
| 10 W DRY CREEK | LITTLEON | CO | 80120 | NONE | PC | CHARITABLE PURPOSE | $3,000 |
| OPTION WOMEN'S CLINIC | |||||||
| 1005 PARTRIDGE PLACE STE 1 | HELENA | MT | 59602 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| OUTFITTERS FOR CHRIST | |||||||
| PO BOX 140 | YAMPA | CO | 80483 | NONE | PC | CHARITABLE PURPOSE | $12,000 |
| OUTREACH CLINIC OF MILES CITY | |||||||
| PO BOX 596 | MILES CITY | MT | 59301 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $28,000 |
| PACIFIC NW ADULT AND TEEN CHALLENGE | |||||||
| 6902 SE LAKE RD STE 300 | MILWAUKIE | OR | 97267 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $72,000 |
| PAOLI PRESBYTERIAN CHURCH | |||||||
| 225 SOUTH VALLEY ROAD | PAOLI | PA | 19301 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| PARK STREET BAPTIST CHURCH | |||||||
| 915 W PARK STREET | BUTTE | MT | 59701 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| PETRA ACADEMY | |||||||
| 4720 CLASSICAL WAY | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $32,045 |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH STREET SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $25,000 |
| PLENTY DOORS COMMUNITY DEV CORP | |||||||
| PO BOX 1061 | CROW AGENCY | MT | 59022 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| POLSON LOAVES AND FISH PANTRY INC | |||||||
| 904 1ST ST E | POLSON | MT | 59860 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| PONDERA FOOD PANTRY INC | |||||||
| 220 S FRONT ST | CONRAD | MT | 59425 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| PRISON FELLOWSHIP | |||||||
| 44180 RIVERSIDE DRIVE | LANSDOWNE | VA | 20176 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| PROJECT HOPE OF COLUMBUS | |||||||
| 428 E PIKE AVE | COLUMBUS | MT | 59019 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| RAFIKI FOUNDATION | |||||||
| 23315 COUNTY RD 44 A | EUSTIS | FL | 32736 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $250,000 |
| REBOOT ALLIANCE | |||||||
| PO BOX 381 | PLEASANT VIEW | TN | 37146 | NONE | PC | CHARITABLE PURPOSE | $23,000 |
| RED PAINT CREEK COOPERATIVE INC | |||||||
| 3527 MONUMENT PEAK RD | DODSON | MT | 59524 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| RELATIONAL WISDOM 360 | |||||||
| 4460 LAREDO PLACE | BILLINGS | MT | 59106 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| REMNANT CHURCH | |||||||
| 34 RIVERVIEW DR | TROY | MT | 59935 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| RICHLAND COUNTY FOOD BANK | |||||||
| 123 W MAIN ST | SIDNEY | MT | 59270 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| RIPE FOR HARVEST | |||||||
| PO BOX 487 | MONUMENT | CO | 80132 | NONE | PC | CHARITABLE PURPOSE | $4,000 |
| RIVER OF LIFE MINISTRIES | |||||||
| 4007 HWY 200 E | MISSOULA | MT | 59802 | NONE | PC | CHARITABLE PURPOSE | $4,435 |
| ROC WHEELS | |||||||
| PO BOX 11765 | BOSEMAN | MT | 59719 | NONE | PC | CHARITABLE PURPOSE | $26,000 |
| ROCKY BOY VETERANS CENTER | |||||||
| RR1 BOX 553 | BOX ELDER | MT | 59521 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| ROCKY MOUNTAIN COLLEGE | |||||||
| 1511 POLY DR | BILLINGS | MT | 59102 | NONE | PC | CHARITABLE PURPOSE | $30,000 |
| ROYAL FAMILY KIDS CAMP | |||||||
| 301 FIRST AVE W PO BOX 1108 | THREE FORKS | MT | 59752 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| RUBY VALLEY FOOD PANTRY | |||||||
| PO BOX 637 | SHERIDAN | MT | 59749 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| SACRED PORTION | |||||||
| PO BOX 11486 | BOZEMAN | MT | 59719 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| SAGEBRUSH FOOD PANTRY | |||||||
| PO BOX 393 | SHELBY | MT | 59474 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| SALT CREEK MINISTRIES DBA KATIE'S HOUSE | |||||||
| 825 W MAIN | LEWISTOWN | MT | 59457 | NONE | PC | CHARITABLE PURPOSE | $8,651 |
| SAMARITAN HOUSE INC | |||||||
| 124 9TH AVE WEST | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| SAMARITAN'S PANTRY | |||||||
| PO BOX 852 | FORSYTH | MT | 59327 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| SAMARITAN'S PURSE OPER CHRISTMAS CHILD | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| SEELEY SWAN COMMUNITY FOOD BANK INC | |||||||
| 200 SCHOOL LN | SEELEY LAKE | MT | 59868 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| SHANE LALANI CENTER FOR THE ARTS | |||||||
| 415 E LEWIS STREET | LIVINGSTON | MT | 59047 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| SHEPHERD ARE FOOD PANTRY INC | |||||||
| PO BOX 66 | SHEPHERD | MT | 59079 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| SINCERELY PAUL MINISTRIES | |||||||
| POB 1143 | WHITEHALL | MT | 59759 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| SOUTHSIDE COMMUNITY FELLOWSHIP | |||||||
| PO BOX 30621 | BILLINGS | MT | 59107 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| SPECIAL OLYMPICS MONTANA | |||||||
| 710 1ST AVENUE NORTH | GREAT FALLS | MT | 59401 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| ST CATHERINE CLINIC AND PREG RES CTR | |||||||
| 15 EAST MAIN STREET | BELGRADE | MT | 59714 | NONE | PC | CHARITABLE PURPOSE | $29,965 |
| ST LABRE INDIAN SCHOOL ED ASSOC | |||||||
| POST OFFICE BOX 77 | ASHLAND | MT | 59003 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| ST VINCENT HEALTHCARE FOUNDATION | |||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| STEVENSVILL PANTRY PARTNERS FOOD BANK | |||||||
| PO BOX 806 | STEVENSVILLE | MT | 59870 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| STILLWATER CHRISTIAN SCHOOL | |||||||
| 255 FFA DRIVE | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| STILLWATER YOUTH CENTER INC | |||||||
| PO BOX 1148 1036 E PIKE AVE | COLUMBUS | MT | 59019 | NONE | PC | CHARITABLE PURPOSE | $10,500 |
| SUMMIT CAREER CENTER | |||||||
| 100 FORT OWEN RANCH ROAD | STEVENSVILLE | MT | 59870 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| SUN RIVER VALLEY SCHOOLS | |||||||
| P O BOX 380 | SIMMS | MT | 59477 | NONE | PC | CHARITABLE PURPOSE | $1,500 |
| SUNRISE WOMEN'S CLINIC | |||||||
| PO BOX 1086 | SIDNEY | MT | 59270 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| T-6 ADVANCED TRAINING & CAREER DEV | |||||||
| 36 EAST FORK RD | BIG TIMBER | MT | 59011 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| TEAM RIVER RUNNER - BOZEMAN CHAPTER | |||||||
| 346 CEDAR WOOD CIR | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| THE BRIDGE | |||||||
| PO BOX 189 | BELGRADE | MT | 59714 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| THE COMMIT FOUNDATION | |||||||
| 3169 SUMMER VIEW LANE | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $40,000 |
| THE FAITH AND LAW PROJECT | |||||||
| PO BOX 7585 | ARLINGTON | VA | 22207 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| THE LIFEGUARD GROUP | |||||||
| 13320 BUNCHGRASS LANE | MISSOULA | MT | 59808 | NONE | PC | CHARITABLE PURPOSE | $26,000 |
| THE MONTANA FOOD BANK NETWORK | |||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| THE NURTURING CENTER INC | |||||||
| 146 3RD AVE W | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| THE ROCK YOUTH CENTER | |||||||
| 214 N 11TH | BOZEMAN | MT | 59715 | NONE | PC | CHARITABLE PURPOSE | $15,000 |
| THE SALVATION ARMY A CALIFORNIA CORP | |||||||
| 1370 PENNSYLVANIA ST | DENVER | CO | 80203 | NONE | PC | CHARITABLE PURPOSE | $40,000 |
| THE SALVATION ARMY NORTHWEST DIV | |||||||
| 111 QUEEN ANNE AVE N 300 | SEATTLE | WA | 98109 | NONE | PC | CHARITABLE PURPOSE | $20,000 |
| THE VERITAS FORUM | |||||||
| PO BOX 380807 | CAMBRIDGE | MA | 02238 | NONE | PC | CHARITABLE PURPOSE | $95,000 |
| TIKKUN OLAM MINISTRIES | |||||||
| PO BOX 999 | FORT BENTON | MT | 59442 | NONE | PC | CHARITABLE PURPOSE | $32,500 |
| TOBACCO VALLEY FOOD PANTRY | |||||||
| PO BOX 714 | EUREKA | MT | 59917 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| TOBACCO VALLEY SENIOR CENTER | |||||||
| 310 1ST AVENUE EAST | EUREKA | MT | 59917 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| TRINITY LUTHERAN CHURCH | |||||||
| 400 W CALIFORNIA ST | KALISPELL | MT | 59901 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| TROY FOOD PANTRY | |||||||
| PO BOX 1037 | TROY | MT | 59935 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| UNION GOSPEL MISSION OF MISSOULA | |||||||
| PO BOX 306 | MISSOULA | MT | 59806 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $20,000 |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 598077159 | NONE | PC | CHARITABLE PURPOSE | $185,172 |
| VALLEY BAPTIST CHURCH | |||||||
| PO BOX 32 | WORDEN | MT | 59088 | NONE | PC | CHARITABLE PURPOSE | $560 |
| WARRIORS AND QUIET WATERS FOUNDATION | |||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $5,000 |
| WATSON CHILDREN'S SHELTER | |||||||
| 4978 BUCKHOUSE LANE | MISSOULA | MT | 59804 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| WHITEHALL AREA FOOD PANTRY | |||||||
| PO BOX 266 | WHITEHALL | MT | 59759 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| YELLOWSTONE ALLIANCE ADVENTURES | |||||||
| 13707 COTTONWOOD CANYON | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $5,000 |
| YELLOWSTONE BOYS & GIRLS RANCH FOUNDATION | |||||||
| PO BOX 80807 | BILLINGS | MT | 59108 | NONE | PC | CHARITABLE PURPOSE | $14,000 |
| YES YOUTH EMPOWERMENT SERVICES | |||||||
| 1410 W PARK PO BOX 686 | ANANCONDA | MT | 59711 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $10,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | CHARITABLE PURPOSE | $38,000 |
| YOUR NETWORK OF PRAISE | |||||||
| PO BOX 2426 | HAVRE | MT | 59501 | NONE | CHARITABLE ORG. | CHARITABLE PURPOSE | $6,000 |
| YOUTH ENTERPRENEURS INC | |||||||
| 4111 E 37TH ST N D101 | WICHITA | KS | 67220 | NONE | PC | CHARITABLE PURPOSE | $520,250 |
| YMCA MISSOULA | |||||||
| 1130 W BROADWAY | MISSOULA | MT | 59802 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| ZOECARE | |||||||
| 2251 W KAGY BLVD 2 | BOZEMAN | MT | 59718 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| MONTANA FAMILY INSTITUTE | |||||||
| PO BOX 494 | LAUREL | MT | 59044 | PC | CHARITABLE PURPOSE | $240,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,977,042 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,447,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$1,071 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,167,929 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ORDINARY INCOME OTHER INVESTMENTS-MARK TO MARKET | 18 | $2,857,785 |
| ORDINARY INCOME OTHER INVESTMENTS | 18 | $29,780 |
| ENRICHMENT PARTICIPATION FEE | 41 | $7,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,508,863 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,508,863 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| RESIDENTIAL HOME | 2014-05-01 | $153,815 | $31,461 | M27 | $5,360 |
| LAND | 2014-05-01 | $17,090 | L |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME MUTUAL FUNDS | FMV | $20,060,491 | $20,060,491 |
| HARDING LOEVNER EQUITIES | FMV | $18,061,774 | $18,061,774 |
| INDEX ACCOUNT | FMV | $69,069,550 | $69,069,550 |
| NEW SOUTH SMALL CAP | FMV | $9,813,962 | $9,813,962 |
| LIGHTHOUSE GLOBAL | FMV | $5,747,097 | $5,747,097 |
| OLD KINGS | FMV | $9,775,439 | $9,775,439 |
| ISHARES RUSSELL 2000 GROWTH | FMV | $14,164,750 | $14,164,750 |
| WHIPPOORWILL | FMV | $740,267 | $740,267 |
| PARAMETRIC | FMV | $20,301,354 | $20,301,354 |
| VANGUARD EMERGING MARKETS | FMV | $8,029,580 | $8,029,580 |
| INTERNATIONAL MUTUAL FUNDS | FMV | $8,902,143 | $8,902,143 |
| TPG OPPORTUNITIES | FMV | $180,194 | $180,194 |
| CONTRARIAN | FMV | ||
| HARBORVEST GLOBAL 2015 FD | FMV | $1,956,807 | $1,956,807 |
| HARBORVEST GLOBAL 2019 FD | FMV | $1,344,541 | $1,344,541 |
| MARATHON EUROPEAN CREDIT OPPOR | FMV | $3,316,137 | $3,316,137 |
| EJF TRUST PREFERRED | FMV | $2,146,134 | $2,146,134 |
| SUMMIT PARTNERS | FMV | $2,170,227 | $2,170,227 |
| TOP IV AIV | FMV | $287,184 | $287,184 |
| TSSP OPP PARTNERS IV | FMV | $898,895 | $898,895 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $1,477 | $1,477 |
| OFFICE SUPPLIES | $894 | $894 |
| POSTAGE/DELIVERY | $468 | $468 |
| WORKERS COMP INSURANCE | $983 | |
| MARKETING FEES | $263 | $263 |
| OTHER DED. FROM PARTNERSHIPS | ||
| MT FILING FEE | $20 | $20 |
| MISCELLANEOUS | $282 | $282 |
| PAYROLL EXPENSES | $60 | |
| LIABILITY INSURANCE | $1,025 | |
| ENRICHMENT PROGRAM EXPENSES | $4,112 | $4,112 |
| Rent and Royalty Expense | $6,136 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WHIPPORWILL DIST OPPTY (SEE FORM 8621) | $0 | $0 |
| OLD KINGS CAPITAL (SEE FORM 8621) | $1,826,916 | $1,826,916 |
| LIGHTHOUSE GLOBAL(SEE FORM 8621) | $1,030,867 | $1,030,867 |
| MARATHON EC OPPTY FD III(SEE FORM 8621) | $0 | $0 |
| TPG MARKETS IIB SF AIV (SEE FORM 8621 | $2 | $2 |
| SUMMIT PARTNERS GROWTH EQUITY FUND | -$24,018 | -$24,018 |
| EJF TRUST (see Form 8621) | $9,280 | $9,280 |
| TOP IV DELAWARE AIV I-B | $42,382 | $42,382 |
| TSSP OPPORTUNITIES PARTNERS IV (B) LP | $2,136 | $2,136 |
| ENRICHMENT PROGRAM PARTICIPATION FEES | $7,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN & BOOK TAX DIFFERENCES | Desc |
| Amt | $17,414,331 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| PAYROLL LIABILITIES | $6,543 |
| SECURITY DEPOSIT RENTAL | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGT FEES | $514,208 | $514,208 | |
| PORTFOLIO DEDUCTIONS THRU K1S | $61,919 | $59,300 | |
| CONSULTING | $28,350 | $28,350 | |
| CONTRACT LABOR | $25,837 | $25,837 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX ON DIVIDENDS | $98,300 | $98,300 |
| EXCISE TAX-EST TAX PMTS | $140,000 | |
| PAYROLL TAXES | $10,296 |
Comments