2017-03-23T12:53:24-05:00 2015-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990PF 2015-01-01 466854005 MONTANA HEALTHCARE FOUNDATION MONT 4064517060 777 EAST MAIN NO 206 BOZEMAN MT 59715 JOANNE PIEPER BOARD CHAIR 4064517060 2017-03-23 1 JENNIFER BECKER HARRIS P00183358 4254544919 2017-03-17 2015 2021-01-29 14:40:06Z X X 102269988 X 42952450 19517 19517 846568 1174799 589750 649189 746600 1056 44408285 1941972 378402 45040 333362 164720 15959 148761 53118 8674 37311 31438 15719 1738 9342 0 9342 295653 295268 385 12448 8398 0 55934 0 55934 51722 0 51722 1866 0 1866 176681 54466 178103 1231324 443524 818524 1246706 1246706 2478030 443524 2065230 41930255 1498448 44103 46190 46190 43596702 9408650 9408650 4000 4000 6090371 47544400 47544400 0 19960013 19960013 12269865 25306735 25306735 62001041 102269988 102269988 19906 50159 829740 19906 879899 X 61981135 101390089 0 0 0 0 61981135 101390089 62001041 102269988 61981135 41930255 0 103911390 2521301 101390089 CAPITAL GAINS FROM SCHEDULES K-1 P 160852 160852 160852 WTC CTF RESEARCH EQUITY PORTFOLIO P 63864 63441 423 423 CAPITAL GAINS DIVIDENDS P 585325 585325 585325 746600 0 1379543 44399808 0.031071 0 39185715 0.000000 0.031071 0.015536 92208145 1432546 14984 1447530 2065230 X 14984 0 14984 0 14984 9224 14984 5760 X 0 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 WWW.MTHCF.ORG TED MADDEN 4064517060 777 EAST MAIN NO 206 BOZEMAN MT 59715 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM UNDERRINER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TREASURER 8.00 24000 0 0 MICHAEL HARRINGTON 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 7.00 24000 0 0 DENIS PRAGER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 CHAIRMAN 8.00 24000 0 0 MIGNON WATERMAN 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 SECRETARY 8.00 0 0 0 JUDITH LAPAN 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 7.00 24000 0 0 JOANNE PIEPER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 VICE-CHAIRMAN 8.00 24000 0 0 PAUL COOK 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 7.00 24000 0 0 AARON WERNHAM 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 CEO 40.00 234402 14650 0 THEODORE MADDEN 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 COO 40.00 79946 10016 0 SCOTT MALLOY 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 SNR PROGRAM OFFICER 40.00 52146 3151 0 0 MONTICELLO ASSOCIATES 1800 LARMIER ST DENVER CO 80202 INVESTMENT ADVISOR 200000 WELLINGTON TRUST CO NA 2 EMBARCADERO CENTER STE 1645 SAN FRANCISCO CA 94111 INVESTMENT MANAGEMENT 63864 0 AMERICAN INDIAN HEALTH: SEE STATEMENT 14 80000 BEHAVIORAL HEALTH: SEE STATEMENT 15 65000 PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 16 60000 0 42645905 32933902 18032523 93612330 0 0 93612330 1404185 92208145 4610407 4610407 14984 14984 4595423 0 4595423 0 4595423 2065230 0 2065230 14984 2050246 4595423 1825585 0 0 2065230 1825585 0 0 239645 0 0 0 0 0 0 0 0 4355778 0 0 0 MONTANA HEALTHCARE FOUNDATION 777 E MAIN SUITE 206 BOZEMAN MT 59715 4064517060 THE GRANT APPLICATION FORM IS AVAILABLE ONLINE AT WWW.MTHCF.ORG. VARIES AWARDS RESTRICTED TO MONTANA BASED ORGANIZATIONS WHICH ARE EITHER TAX EXEMPT AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (EXCLUDING PRIVATE FOUNDATIONS), TAX EXEMPT EDUCATION INSTITUTIONS, STATE, TRIBAL, OR LOCAL GOVERNMENT AGENCIES. BARRETT HOSPITAL FOUNDATION 600 HWY 91 SOUTH DILLON MT 59725 SO-III FI SOUTHWESTERN MONTANA RURAL ACCOUNTABLE CARE 25000 BEAVERHEAD COUNTY PUBLIC HEALTH 41 BARRETT STREET DILLON MT 59725 GOV INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN RURAL SOUTHWEST MONTANA 12100 BIGHORN VALLEY HEALTH CENTER INC 10 4TH STREET WEST HARDIN MT 59034 PC BVHC AT ST. LABRE SCHOOL: A SCHOOL-BASED HEALTH CENTER TO IMPROVE SCREENING AND TREATMENT OF DEPRESSION 50000 BILLINGS CLINIC 2917 TENTH AVE NORTH BILLINGS MT 59107 PC TRAIN AND RETAIN: ESTABLISHING A MONTANA PSYCHIATRIC RESIDENCY TRAINING TRACK 25000 BLACKFEET TRIBAL HEALTH PO BOX 866 BROWNING MT 59417 GOV COMMUNITY BASED HEALTH SERVICES FOR BLACKFEET YOUTH 10000 BROWNING ALTERNATIVE SCHOOL PO BOX 2021 BROWNING MT 59417 GOV USING BLACKFEET CULTURAL VALUES TO CREATE A TRAUMA INFORMED SCHOOL SETTING. 7500 CENTER FOR MENTAL HEALTH 915 1ST AVE SOUTH GREAT FALLS MT 59401 PC PLANNING GRANT FOR INTEGRATION OF PRIMARY CARE SERVICES INTO MENTAL HEALTH FACILITIES IN LEWIS AND CLARK COUNTY. 10150 COMMUNITY HEALTH PARTNERS 214 EAST MENDENHALL BOZEMAN MT 59715 PC CHP PARK COUNTY CONNECT PROGRAM: A COMMUNITY-BASED MODEL TO REDUCE ER HIGH-UTILIZATION. 46500 COMMUNITY HEALTH PARTNERS 214 EAST MENDENHALL BOZEMAN MT 59715 PC PROMOTORAS DE SALUD: BRIDGING LATINO HEALTH DISPARITIES IN WEST YELLOWSTONE AND BELGRADE 10000 CSKT TRIBAL HEALTH DEPARTMENT PO BOX 880 ST IGNATIUS MT 59865 GOV UNDERSTANDING AND UTILIZATION OF HEALTH CARE RESOURCES ON THE FLATHEAD INDIAN RESERVATION, MONTANA 50000 FORT PECK TRIBAL HEALTH DEPARTMENT PO BOX 1027 POPLAR MT 59255 GOV FORT PECK NEEDLE EXCHANGE PROGRAM 25000 FORT PECK TRIBES HEALTH PROMOTION DISEASE PREVENTION PROGRAM PO BOX 1027 POPLAR MT 59255 GOV FORT PECK TRIBES HPDP STAFF RECRUITMENT AND TELEMEDICINE SYSTEMS PROJECT 12500 GLACIER COUNTY EMERGENCY MEDICAL SERVICES 3530 CENTENNIAL DRIVE HELENA MT 59601 GOV GLACIER COUNTY, MONTANA INTEGRATED MOBILE HEALTH 25000 HELENA INDIAN ALLIANCE 501 EUCLID AVENUE HELENA MT 59601 PC DEVELOPMENT OF BEST PRACTICES FOR EXCELLENCE IN OPIATE DEPENDENCE TREATMENT 15000 HOLY ROSARY HEALTHCARE FOUNDATION 2600 WILSON STREET MILES CITY MT 59301 PC EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH COLLABORATIVE 25000 INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES 3240 DREDGE DRIVE HELENA MT 59602 PC ONSITE AND ON-CALL BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR AT-RISK HELENA YOUTH IN ALTERNATIVE HIGH SCHOOLS. 25000 KALISPELL REGIONAL HEALTHCARE 310 SUNNYVIEW LANE KALISPELL MT 59901 PC POST-DELIVERY SUPPORT FOR NEONATAL ABSTINENCE SYNDROME (NAS) INFANTS AND THEIR PARENTS IN RURAL MONTANA 25000 LEWIS AND CLARK COUNTY 316 NORTH PARK AVENUE HELENA MT 59623 GOV LEWIS AND CLARK COUNTY MENTAL HEALTH STRATEGIC PLAN 10000 MESSENGERS FOR HEALTH 335 MAKAWASHA AVENUE CROW AGENCY MT 59022 PC TRADITIONAL RELATIONSHIPS IMPROVE CONTEMPORARY HEALTH 12500 MONTANA BUDGET AND POLICY CENTER 101 NORTH LAST CHANCE GULCH SUITE 220 HELENA MT 59601 PC RESEARCHING AND IMPLEMENTING EFFECTIVE STRATEGIES TO HELP ENROLL LOW-INCOME MONTANANS IN HEALTH CARE COVERAGE 10000 MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES (CHILDREN) 111 NORTH SANDERS ROOM 307 HELENA MT 59620 GOV SERENITY IN THE STORM IN TRIBAL AND FRONTIER MONTANA SCHOOLS 9950 MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES 616 HELENA AVENUE SUITE 100 HELENA MT 59620 GOV IMPROVING THE HEALTH OF MONTANANS THROUGH LOCAL AND TRIBAL PUBLIC HEALTH. 150000 MONTANA LEGAL SERVICES ASSOCIATION 111 NORTH SANDERS AVENUE HELENA MT 59601 PC MONTANA HEALTH JUSTICE PARTNERSHIP 50000 MONTANA MEDICAL ASSOCIATION FOUNDATION 2021 11TH AVENUE SUITE 1 HELENA MT 59601 PC PRESCRIPTION DRUG ABUSE REDUCTION INITIATIVE 25000 MONTANA PUBLIC RADIO-UNIVERSITY OF MONTANA FOUNDATION 32 CAMPUS DRIVE MISSOULA MT 59812 PC MONTANA CARE ISSUE REPORTING 10000 MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH PO BOX 170520 BOZEMAN MT 59717 GOV MT GME COUNCIL RURAL RESIDENCY SUSTAINABILITY INITIATIVE 25000 MONTANA WOMEN VOTE 725 WEST ALDER STREET SUITE 21 MISSOULA MT 59802 PC RESEARCHING AND IMPLEMENTING EFFECTIVE STRATEGIES TO ENROLL LOW-INCOME MONTANANS IN HEALTH CARE COVERAGE 25000 NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY 3040 CONTINENTAL DRIVE BUTTE MT 59702 PC MONTANA HEALTHY FOOD AND COMMUNITIES INITIATIVE 176881 NEIGHBORWORKS MONTANA 509 1ST AVENUE SOUTH GREAT FALLS MT 59401 PC MANUFACTURED HOUSING REHAB AND REPLACEMENT COLLABORATION 10000 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 PC VIRTUAL ACCESS FOR BEHAVIORAL HEALTHCARE SERVICES (VABHS) 25000 NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH PO BOX 67 LAME DEER MT 59043 GOV NORTHERN CHEYENNE INJURY PREVENTION PROJECT 49453 OPEN AID ALLIANCE 1500 WEST BROADWAY SUITE A MISSOULA MT 59802 PC OVERDOSE PREVENTION AND NALOXONE ACCESS PROJECT OF MISSOULA COUNTY 15000 ROCKY BOY HEALTH BOARD 96 CLINIC ROAD BOX ELDER MT 59521 PC ROCKY BOY HEALTH BOARD CENTRALIZED CODING, BILLING, AND REVENUE MAXIMIZATION PROJECT 49608 ROCKY MOUNTAIN DEVELOPMENT COUNCIL INC'S RSVP (RETIRED SNR VOLUNTEER PROG) PO BOX 1717 HELENA MT 59624 PC TRI-COUNTY RSVP KEEPING YOU HOME PROJECT 25000 SIDNEY HEALTH CENTER 216 14TH AVENUE SOUTHWEST SIDNEY MT 59270 PC BAKKEN BEHAVIORAL HEALTH PROJECT 10414 ST LUKE COMMUNITY HEALTHCARE 107 6TH AVENUE SOUTHWEST RONAN MT 59864 PC THE HOPE PROJECT OF LAKE COUNTY & FLATHEAD RESERVATION: IMPROVING HEALTH OUTCOMES FOR MOM AND BABY IMPACTED BY SUBSTANCE ABUSE DURING PREGNANCY 50000 ST VINCENT HEALTHCARE FOUNDATION 1105 NORTH 30TH STREET BILLINGS MT 59101 PC COMPREHENSIVE PRENATAL CARE WITH INTEGRATED SUBSTANCE ABUSE TREATMENT FOR AMERICAN INDIAN WOMEN 25000 THE UNIVERSITY OF MONTANA- OFFICE OF RESEARCH AND SPONSORED PROGRAMS 32 CAMPUS DRIVE MISSOULA MT 59812 GOV EFFECTIVE INTEGRATED BEHAVIORAL HEALTH PARTNERSHIPS FOR RURAL MONTANA: A COLLABORATIVE TRAINING PROPOSAL 50000 WESTERN MONTANA MENTAL HEALTH 699 FARMHOUSE LANE BOZEMAN MT 59715 PC INTEGRATED BEHAVIORAL HEALTH FOR WESTERN AND SOUTH CENTRAL MONTANA 22400 PHILANTHROPY NORTHWEST 2101 FOURTH AVENUE SUITE 650 SEATTLE WA 98121 PC SPONSORSHIP OF HEALTH RELATED FORUM 2000 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVENUE HELENA MT 59601 PC SPONSORSHIP OF HEALTH RELATED FORUM 750 MONTANA NONPROFIT ASSOCIATION 7 WEST 6TH AVENUE HELENA MT 59624 PC SPONSORSHIP OF HEALTH RELATED FORUM 1000 MONTANA CHAMBER FOUNDATION 900 GIGGON STREET HELENA MT 59601 PC SPONSORSHIP OF HEALTH RELATED FORUM 2500 MSU- OFFICE OF RURAL HEALTH PO BOX 170520 BOZEMAN MT 59717 GOV SPONSORSHIP OF HEALTH RELATED FORUM 5000 GREATER GALLATIN UNITED WAY 945 TECHNOLOGY BOULEVARD SUITE 101F BOZEMAN MT 59718 PC SPONSORSHIP OF HEALTH RELATED FORUM 500 1246706 BARRETT HOSPITAL FOUNDATION 600 HWY 91 SOUTH DILLON MT 59725 SO-III FI SOUTHWESTERN MONTANA RURAL ACCOUNTABLE CARE 25000 BEAVERHEAD COUNTY PUBLIC HEALTH 41 BARRETT STREET DILLON MT 59725 GOV INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN RURAL SOUTHWEST MONTANA 10000 BIGHORN VALLEY HEALTH CENTER INC 10 4TH STREET WEST HARDIN MT 59034 PC BVHC AT ST. LABRE SCHOOL: A SCHOOL-BASED HEALTH CENTER TO IMPROVE SCREENING AND TREATMENT OF DEPRESSION 50000 BILLINGS CLINIC 2917 TENTH AVENUE NORTH BILLINGS MT 59107 PC TRAIN AND RETAIN: ESTABLISHING A MONTANA PSYCHIATRIC RESIDENCY TRAINING TRACK 25000 BLACKFEET TRIBAL HEALTH PO BOX 866 BROWNING MT 59417 GOV COMMUNITY BASED HEALTH SERVICES FOR BLACKFEET YOUTH 10000 BROWNING ALTERNATIVE SCHOOL PO BOX 2021 BROWNING MT 59417 GOV USING BLACKFEET CULTURAL VALUES TO CREATE A TRAUMA INFORMED SCHOOL SETTING. 7500 COMMUNITY HEALTH PARTNERS 214 EAST MENDENHALL BOZEMAN MT 59715 PC CHP PARK COUNTY CONNECT PROGRAM: A COMMUNITY-BASED MODEL TO REDUCE ER HIGH-UTILIZATION. 46500 COMMUNITY HEALTH PARTNERS 214 EAST MENDENHALL BOZEMAN MT 59715 PC PROMOTORAS DE SALUD: BRIDGING LATINO HEALTH DISPARITIES IN WEST YELLOWSTONE AND BELGRADE 10000 CSKT TRIBAL HEALTH DEPARTMENT PO BOX 880 ST IGNATIUS MT 59865 GOV UNDERSTANDING AND UTILIZATION OF HEALTH CARE RESOURCES ON THE FLATHEAD INDIAN RESERVATION, MONTANA 50000 FORT PECK TRIBAL HEALTH DEPARTMENT PO BOX 1027 POPLAR MT 59255 GOV FORT PECK NEEDLE EXCHANGE PROGRAM 25000 FORT PECK TRIBES HEALTH PROMOTION DISEASE PREVENTION PROGRAM PO BOX 1027 POPLAR MT 59255 GOV FORT PECK TRIBES HPDP STAFF RECRUITMENT AND TELEMEDICINE SYSTEMS PROJECT 12500 GLACIER COUNTY EMERGENCY MEDICAL SERVICES 3530 CENTENNIAL DRIVE HELENA MT 59601 GOV GLACIER COUNTY, MONTANA INTEGRATED MOBILE HEALTH 25000 HELENA INDIAN ALLIANCE 501 EUCLID AVENUE HELENA MT 59601 PC DEVELOPMENT OF BEST PRACTICES FOR EXCELLENCE IN OPIATE DEPENDENCE TREATMENT 5000 INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES 3240 DREDGE DRIVE HELENA MT 59602 PC ONSITE AND ON-CALL BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR AT-RISK HELENA YOUTH IN ALTERNATIVE HIGH SCHOOLS. 20000 KALISPELL REGIONAL HEALTHCARE 310 SUNNYVIEW LANE KALISPELL MT 59901 PC POST-DELIVERY SUPPORT FOR NEONATAL ABSTINENCE SYNDROME (NAS) INFANTS AND THEIR PARENTS IN RURAL MONTANA 25000 LEWIS AND CLARK COUNTY 316 NORTH PARK AVENUE HELENA MT 59623 GOV LEWIS AND CLARK COUNTY MENTAL HEALTH STRATEGIC PLAN 10000 MESSENGERS FOR HEALTH 335 MAKAWASHA AVENUE CROW AGENCY MT 59022 PC TRADITIONAL RELATIONSHIPS IMPROVE CONTEMPORARY HEALTH 37500 MONTANA LEGAL SERVICES ASSOCIATION 616 HELENA AVENUE SUITE 100 HELENA MT 59601 PC MONTANA HEALTH JUSTICE PARTNERSHIP 50000 MONTANA PUBLIC RADIO-UNIVERSITY OF MONTANA FOUNDATION 32 CAMPUS DRIVE MISSOULA MT 59812 PC MONTANA CARE ISSUE REPORTING 10000 NEIGHBORWORKS MONTANA 509 1ST AVENUE SOUTH GREAT FALLS MT 59401 PC MANUFACTURED HOUSING REHAB AND REPLACEMENT COLLABORATION 10000 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 PC VIRTUAL ACCESS FOR BEHAVIORAL HEALTHCARE SERVICES (VABHS) 25000 NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH PO BOX 67 LAME DEER MT 59043 GOV NORTHERN CHEYENNE INJURY PREVENTION PROJECT 50000 ROCKY BOY HEALTH BOARD 96 CLINIC ROAD BOX ELDER MT 59521 PC ROCKY BOY HEALTH BOARD CENTRALIZED CODING, BILLING, AND REVENUE MAXIMIZATION PROJECT 50000 SIDNEY HEALTH CENTER 216 14TH AVENUE SOUTHWEST SIDNEY MT 59270 PC BAKKEN BEHAVIORAL HEALTH PROJECT 10000 ST LUKE COMMUNITY HEALTHCARE 107 6TH AVENUE SOUTHWEST RONAN MT 59864 PC THE HOPE PROJECT OF LAKE COUNTY & FLATHEAD RESERVATION: IMPROVING HEALTH OUTCOMES FOR MOM AND BABY IMPACTED BY SUBSTANCE ABUSE DURING PREGNANCY 50000 649000 14 19517 14 846568 18 589750 0 1455835 0 1455835 0 0 0 0 0 0 0 0 0 0 X X 1 CARING FOR MONTANA INC 560 NORTH PARK AVENUE HELENA MT 59601 40000000 X 2 FOUNDATION FOR HEALTHY MONTANANS PO BOX 4309 HELENA MT 59604 2952450 X ACCOUNTING FEES 9342 0 9342 SUMMARY OF DIRECT CHARITABLE ACTIVITIES FROM 990-PF, PART IX-A, LINE 1 AMERICAN INDIAN HEALTH: OVER THE COURSE OF MORE THAN 20 INDIVIDUAL AND GROUP MEETINGS, WORKED WITH THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES (DPHHS), THE GOVERNOR'S OFFICE, AND THE TRIBAL HEALTH DIRECTORS IN THE SEVEN RESERVATIONS AND FIVE URBAN INDIAN HEALTH CENTERS TO PLAN AN EFFECTIVE, COORDINATED, STATEWIDE APPROACH TO IMPROVING AMERICAN INDIAN HEALTH IN MONTANA. THIS INCLUDED CONTRIBUTING TECHNICAL EXPERTISE TO DEVELOP THE FRAMEWORK FOR MONTANA'S NEW OFFICE OF AMERICAN INDIAN HEALTH; FACILITATING A STATE-TRIBAL GOVERNMENT-TO-GOVERNMENT CONSULTATION ON THIS NEW OFFICE AT THE REQUEST OF THE DIRECTOR OF DPHHS AND THE GOVERNOR'S OFFICE; DEVELOPING AN IN-DEPTH REPORT ON TRIBAL RECOMMENDATIONS FOR ADDRESSING HEALTH DISPARITIES AND YOUTH SUICIDE IN INDIAN COUNTRY; AND CONDUCING MULTIPLE MEETINGS AND SITE VISITS WITH TRIBES AND URBAN INDIAN HEALTH CENTERS IN ORDER TO IDENTIFY SPECIFIC OPPORTUNITIES TO ADDRESS HEALTH DISPARITIES AMONG AMERICAN INDIANS IN MONTANA. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FROM 990-PF, PART IX-A, LINE 2 BEHAVIORAL HEALTH: THERE IS STRONG EVIDENCE THAT INTEGRATING CARE FOR PEOPLE WITH MENTAL ILLNESS, ADDICTION, AND CHRONIC MEDICAL PROBLEMS IMPROVES OUTCOMES AND REDUCES HEALTHCARE EXPENDITURES. MONTANA'S SYSTEM IS FRAGMENTED (AS IS THE CASE IN MANY STATES), WITH DIFFERENT PAYMENT STRUCTURES AND DELIVERY SYSTEMS, AND GAPS IN MENTAL HEALTH AND ADDICTION SERVICES IN MANY PARTS OF THE STATE. TO ADDRESS THIS ISSUE, WE:- CONDUCTED 30 INDIVIDUAL AND GROUP MEETINGS WITH STAKEHOLDERS INCLUDING DPHHS LEADERSHIP, LEADERSHIP OF MONTANA'S COMMUNITY MENTAL HEALTH CENTERS, COMMUNITY HEALTH CENTERS, SUBSTANCE ABUSE TREATMENT FACILITIES, HOSPITALS, AND COUNTY LAW ENFORCEMENT, TO IDENTIFY KEY CHALLENGES AND BEGIN TO IDENTIFY POTENTIAL STATE-LEVEL SOLUTIONS. - COLLABORATED WITH DPHHS TO DEVELOP A COLLABORATIVE INITIATIVE TO BRING THE SAMHSA-HRSA CENTER FOR INTEGRATED SOLUTIONS TO MONTANA TO PROVIDE TRAINING, TECHNICAL ASSISTANCE, AND STRATEGIC GUIDANCE FOR ORGANIZATIONS INTERESTED IN DELIVERING INTEGRATED CARE. - CONVENED A COMMUNITY-WIDE STRATEGIC PLANNING MEETING IN BILLINGS TO ADDRESS THE REGION'S CHALLENGES IN TREATING BEHAVIORAL HEALTH ISSUES. - COMMISSIONED AN IN-DEPTH RESEARCH REPORT ON THE BEHAVIORAL HEALTH LANDSCAPE AND OPPORTUNITIES FOR SYSTEMS-LEVEL IMPROVEMENT. - CONVENED SERIES OF MULTIPLE MEETINGS WITH DPHHS AND HEALTH LEADERS IN CUSTER COUNTY AND DAWSON COUNTY TO ADDRESS REGIONAL MENTAL HEALTH CRISIS NEEDS. SUMMARY OF DIRECT CHARITABLE ACTIVITIES FROM 990-PF, PART IX-A, LINE 3 PARTNERSHIPS FOR BETTER HEALTH: IN THIS PORTFOLIO, WE ENGAGED IN EFFORTS TO SUPPORT THE DESIGN OF CLINICAL SERVICES AND PAYMENT STRUCTURES THAT WILL CONTRIBUTE TO IMPROVING HEALTH OUTCOMES AND REDUCING HEALTHCARE EXPENDITURES. - MHCF CEO, DR. AARON WERNHAM, WAS APPOINTED TO THE GOVERNOR'S COUNCIL ON HEALTHCARE INNOVATION AND REFORM, WHICH MET FOR THE FIRST TIME IN 2015. THIS COUNCIL WILL OVERSEE THE DESIGN AND IMPLEMENTATION OF A STATE PLAN TO CONTAIN COSTS AND IMPROVE HEALTH SYSTEM PERFORMANCE THROUGH INNOVATIONS IN THE WAY SERVICES ARE DELIVERED AND PAID FOR BY PUBLIC AND PRIVATE PAYERS. - MHCF PLANNED AND CO-CONVENED THE FIRST MONTANA HEALTHY COMMUNITIES MEETING, ALONG WITH THE FEDERAL RESERVE BANK OF MINNEAPOLIS AND THE OFFICE OF RURAL HEALTH. THE MEETING WAS ATTENDED BY 230 HEALTH LEADERS, COMMUNITY DEVELOPERS, BANKS, FOUNDATIONS, AND OTHERS, AND FOCUSED ON OPPORTUNITIES TO IMPROVE HEALTH AND CONTAIN HEALTHCARE COSTS BY COLLABORATING TO ADDRESS UPSTREAM FACTORS SUCH AS HOUSING AND EDUCATION. WORKING GROUPS FORMED ON DAY TWO AND WILL CONTINUE TO PURSUE OPPORTUNITIES IDENTIFIED THROUGH THE MEETING. SPONSORED AND PLANNED STATEWIDE HEALTHY COMMUNITIES MEETING, IBH PLANNING MEETINGS AND VARIOUS INDIVIDUAL CONSULTATIONS AND PLANNING SESSIONS WITH HEALTH CARE PROVIDERS, DEPARTMENT OF HEALTH AND HUMAN SERVICES OFFICIALS AND OTHER STAKEHOLDERS. 2015 AMENDED FORM 990-PF FORM 990-PF, LINE G THE 2015 FORM 990-PF HAS BEEN AMENDED TO REFLECT AN ERROR MADE IN THE MINIMUM INVESTMENT CALCULATION. THE MISCALCULATION WAS UNINTENTIONAL AND WAS NOT WILLFULLY MADE. IN ADDITION, AFTER DISCOVERING THE ERROR THE FOUNDATION TOOK THE NECESSARY STEPS TO CORRECTLY STATE THE CALCULATION INCLUDING AMENDING THE 2015 RETURN. 1,913,711.663 SHS VANGUARD SHORT TERM BOND INDEX FUND 19960013 19960013 260,085.642 SHS DODGE & COX INTERNATIONAL STOCK FUND 9487924 9487924 20,400 SHS I SHARES RUSSELL MID-CAP ETF 3267672 3267672 310,949.646 SHS DFA EMERGING MARKETS CORE EQUITY 4900566 4900566 634,939.673 SHS EDGEWOOD GROWTH INSTL 13905179 13905179 404,294.431 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND 4107631 4107631 58,250 SHS SPDR S&P 500 ETF TRUST 11875428 11875428 6,000,000 SHS NEWPORT ASIA INTERNATIONAL FUND LP FMV 5513214 5513214 1,030,895.275 SHS WTC CTF RESEARCH EQUITY FMV 11113051 11113051 8,000 SHS INDUS SELECT FUND LTD FMV 8680470 8680470 LEGAL FEES 31438 15719 1738 UNREALIZED LOSSES 1328232 ACCRUED GRANTS 829740 PRIOR PERIOD ADJUSTMENT TO UNREALIZED LOSSES 363329 SUPPLIES & EQUIPMENT 2267 0 2267 SHIPPING & DELIVERY 310 0 310 DUES & SUBSCRIPTIONS 9255 0 9183 INSURANCE 10587 0 10587 OFFICE EXPENSE 12143 0 12087 WEBSITE EXPENSE 18405 0 14805 COMMUNICATIONS 16258 0 17658 GRANT MAKING & RESEARCH 31759 0 31759 OTHER ADMINISTRATIVE EXPENSE 75697 0 79447 PORTFOLIO DEDUCTIONS FROM SCHEDULES K-1 0 54466 0 INVESTMENT MANAGEMENT FEES 295268 295268 0 CONSULTING FEES 385 0 385 EXCISE TAXES 12448 0 0 FOREIGN TAXES FROM SCHEDULES K-1 0 8398 0