GIANFORTE FAM CHARITABLE TR: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GIANFORTE FAM CHARITABLE TR (EIN 30-6089834)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202513219349102876
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T11:24:16-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN208013235PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WELLSPRING FINANCIAL ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15900 LANDERBROOK DR STE 100AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306089834EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GIANFORTE FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGIANBusinessNameControlTxt
Phone4065850604PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11253AddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59719ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN GIANFORTEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4065850604PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W JACKSONPreparerPersonNm
PTINP00288633PTIN
Phone2163670680PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$231,143,426FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,383InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,383InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,456,620DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,456,620DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,164,116NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,508,627GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,164,116CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$154,361OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$36,805OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,776,480TotalRevAndExpnssAmt
Total Net Invst Incm$8,658,924TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$357,300OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$357,300OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$3,218PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$3,218PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$10,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$614,586OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$563,361OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$51,225OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$133,112TaxesRevAndExpnssAmt
Taxes Net Invst Incm$83,075TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$37,934TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$37,934TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,235PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,235PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$118,039OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$66,990OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$48,442OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,297,424TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$723,426TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$521,354TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,086,864ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,086,864ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,384,288TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$723,426TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,608,218TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,607,808ExcessRevenueOverExpensesAmt
Net Investment Income$7,935,498NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$9,227,475SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,270,801SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,270,801SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$201,696,083OtherInvestmentsBOYAmt
Other Investments EOY$223,872,625OtherInvestmentsEOYAmt
Other Investments EOYFMV$223,872,625OtherInvestmentsEOYFMVAmt
Total Assets BOY$210,923,558TotalAssetsBOYAmt
Total Assets EOY$231,143,426TotalAssetsEOYAmt
Total Assets EOYFMV$231,143,426TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$223,285,618CapitalStockBOYAmt
Capital Stock EOY$248,113,294CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$12,362,060RetainedEarningBOYAmt
Retained Earning EOY-$16,969,868RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$210,923,558TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$231,143,426TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$210,923,558TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$231,143,426TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$210,923,558TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,607,808ExcessRevenueOverExpensesAmt
Other Increases$24,827,676OtherIncreasesAmt
Subtotal$231,143,426SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$231,143,426TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtHow AcquiredHowAcquiredCd
FROM FORM 2439$177$177$177
FROM PARTNERSHIPS$653,856$653,856$653,856
STIFEL$5,756,820$860,016$860,016$4,896,804
STIFEL$17,092,209$2,644,502$2,644,502$14,447,707
CAPITAL GAINS DIVIDENDS$5,565$5,565$5,565P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,164,116CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$110,303InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$110,303SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$110,303TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$82,965EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$115,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$197,965TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$87,662OverpaymentAmt
Applied To ES Tax$87,662AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressGIANFORTEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSUSAN GIANFORTEIndividualWithBooksNm
Phone4065850604PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11320 MANLEY ROADAddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREG GIANFORTE
1320 MANLEY ROADBOZEMANMT59715TRUSTEE2.00$0$0$0
SUSAN GIANFORTE
1320 MANLEY ROADBOZEMANMT59715TRUSTEE4.00$12,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CATHERINE D KOENEN
363 VIGILANTE TRAILBOZEMANMT59718EXECUTIVE DIRECTOR40.00$124,583$0$0
JOY CHURCHILL
525 WEAVER ROADBELGRADEMT59714PROGRAM DIRECTOR40.00$89,583$0$0
TIMOTHY J GUARDIPEE
PO BOX 31SACOMT59261NATIVE INITIATIVES D40.00$84,667$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$214,542,808AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,242,516AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$222,785,324TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$222,785,324AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,341,780CashDeemedCharitableAmt
Net Vl Noncharitable Assets$219,443,544NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,972,177MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,972,177MinimumInvestmentReturnAmt
Tax Based On Investment Income$110,303TaxBasedOnInvestmentIncomeAmt
Total Tax$110,303TotalTaxAmt
Distributable Before Adj$10,861,874DistributableBeforeAdjAmt
Recoveries Qualfied Distri$133,547RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,995,421DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,995,421DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,608,218ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$12,608,218QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,995,421DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$451,475ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,393,194ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,440,949ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,567,435ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,853,053TotalExcessDistributionCyovAmt
Qualifying Distributions$12,608,218QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,995,421AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,612,797RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,465,850TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$451,475ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,014,375ExcessDistriCyovToNextYrAmt
Excess From Year4$1,393,194ExcessFromYear4Amt
Excess From Year2$1,440,949ExcessFromYear2Amt
Excess From Year1$1,567,435ExcessFromYear1Amt
Excess From Current Year$1,612,797ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGREG GIANFORTEContributingManagerNm
Contributing ManagerSUSAN GIANFORTEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (256 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A RAY OF HOPE
46 5TH AVEKALISPELLMT59901NONEPCCHARITABLE PURPOSE$50,000
ACE SCHOLARSHIPS
112 S 1ST AVELAURELMT59044NONEPCCHARITABLE PURPOSE$3,000
ADAPTIVE PERFORMANCE CENTER
1420 BROADWATER AVEBILLINGSMT59102NONEPCCHARITABLE PURPOSE$5,000
ADVANCE HOPE MINISTRIES
1325 US HIGHWAY 2 WEST STE AKALISPELLMT59901NONEPCCHARITABLE PURPOSE$15,000
ALBERTON SCHOOL DISTRICT
306 RAILROAD AVEALBERTONMT59820NONEPCCHARITABLE PURPOSE$2,500
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STREETSCOTTSDALEAZ85260NONEPCCHARITABLE PURPOSE$75,000
ALLIANCE FOR CHOICE IN EDUCATION
5251 DTC PARKWAY STE 1150GREENWOOD VILLAGECO80111NONEPCCHARITABLE PURPOSE$3,000
ALLIANCE FOR YOUTH
3220 11TH AVE SGREAT FALLSMT59405NONEPCCHARITABLE PURPOSE$38,882
ALPHA OMEGA MINISTRIES
501 UNIVERSITY AVEMISSOULAMT59801NONEPCCHARITABLE PURPOSE$4,500
AMERICAN COMPUTER MUSEUM
PO BOX 7190BOZEMANMT59771NONEPCCHARITABLE PURPOSE$10,000
APARTMENT LIFE INC - MONTANA
501 SOUTH 44TH ST W 1-108BILLINGSMT591063910NONEPCCHARITABLE PURPOSE$3,000
ARISE NATIVE AMERICANS
517 SHILOH RDBILLINGSMT59106NONEPCCHARITABLE PURPOSE$22,000
ARLEE COMMUNITY DEVELOPMENT CORP
92555 HIGHWAY 93ARLEEMT59821NONEPCCHARITABLE PURPOSE$25,000
ASLAN YOUTH MINISTRIES
PO BOX 270RED BANKNJ07701NONEPCCHARITABLE PURPOSE$70,000
ASSEMBLIES OF GOD (CHI ALPHA) - MT CO MT MINISTRY NETWORK
2147 OVERLAND AVE STE 100BILLINGSMT59102NONEPCCHARITABLE PURPOSE$12,700
ASSOCIATION OF CLASSICAL CHRISTIAN SCHOOLS
205 E 5TH STMOSCOWID83843TRUSTEEPCCHARITABLE PURPOSE$25,000
ATLAS CULTURAL FOUNDATION
5 WEST MENDENHALL UNIT 521BOZEMANMT59715NONEPCCHARITABLE PURPOSE$1,000
BELGRADE CHURCH OF CHRIST
909 S NEVADABELGRADEMT59714NONEPCCHARITABLE PURPOSE$1,350
BELGRADE HIGH SCHOOL ROBOTICS CLUB
303 N HOFFMANBELGRADEMT59714NONEPCCHARITABLE PURPOSE$2,850
BIBLICAL COUNSELING FOUNDATION
2832 BROADWATER AVEBILLINGSMT59102NONEPCCHARITABLE PURPOSE$9,900
BILLINGS VINEYARD CHURCH
PO BOX 50008BILLINGSMT59105NONEPCCHARITABLE PURPOSE$1,100
BITTERROOT HERITAGE ACADEMY
103 N KOOTENAI CREEK RDSTEVENSVILLEMT59870NONEPCCHARITABLE PURPOSE$9,000
BOYS & GIRLS CLUB OF MISSOULA
1515 FAIRVIEW SUITE 243MISSOULAMT59801NONEPCCHARITABLE PURPOSE$2,850
BOZEMAN ART MUSEUM
2612 W MAIN ST STE BBOZEMANMT59718NONEPCCHARITABLE PURPOSE$10,000
BOZEMAN PUBLIC LIBRARY
PO BOX 6242BOZEMANMT59771NONEPCCHARITABLE PURPOSE$1,000
BOZEMAN SYMPHONY
402 E MAIN STREET STE 202BOZEMANMT59715NONEPCCHARITABLE PURPOSE$10,000
BRAVEHEART CHAPLAIN MINISTRY
PO BOX 1132KALISPELLMT59903NONEPCCHARITABLE PURPOSE$9,500
BUTTE LITERACY PROGRAM
226 W BROADWAYBUTTEMT59703NONEPCCHARITABLE PURPOSE$7,500
BUTTE RESCUE MISSION
610 E PLATINUM STBUTTEMT59701NONEPCCHARITABLE PURPOSE$37,500
BUTTE SPIRIT CENTER
609 W GALENA STBUTTEMT59701NONEPCCHARITABLE PURPOSE$20,000
CM RUSSELL MUSEUM
400 13TH STREET NGREAT FALLSMT59401NONEPCCHARITABLE PURPOSE$10,000
CAMP BIGHORN
1850 MONTANA HIGHWAY 135PLAINSMT59859NONEPCCHARITABLE PURPOSE$8,000
CARROLL COLLEGE
1601 N BENTON AVEHELENAMT59625NONEPCCHARITABLE PURPOSE$50,000
CAT RODEO SCHOLARSHIP ASSOC
PO BOX 10424BOZEMANMT59719NONEPCCHARITABLE PURPOSE$1,000
CATALYST FOR CHANGE
PO BOX 1768BIG TIMBERMT59011NONEPCCHARITABLE PURPOSE$7,250
CENTRAL MISSIONARY CLEARINGHOUSE
PO BOX 219228HOUSTONTX77218NONEPCCHARITABLE PURPOSE$5,000
CHABAD LUBAVITCH OF MONTANA
1610 ELLIS ST UNIT 2BBOZEMANMT59715NONEPCCHARITABLE PURPOSE$4,500
CHAPEL OF HOPE ASSEMBLY OF GOD
2425 US HIGHWAY 87BILLINGSMT59101NONEPCCHARITABLE PURPOSE$5,000
CHAPLAINS OF CENTRAL MONTANA
457 BIG SKY LANELEWISTOWNMT59457NONEPCCHARITABLE PURPOSE$5,800
CHESTERTON HOUSE
CORNELL UNIVERSITY PO BOX 4405ITHACANY14852NONEPCCHARITABLE PURPOSE$213,161
CHI ALPHA CO MT MINISTRY NETWORK
32 CAMPUS DRMISSOULAMT59812NONEPCCHARITABLE PURPOSE$69,000
CHIEF CORNERSTONE FELLOWSHIP
PO BOX 256BOX ELDERMT59521NONEPCCHARITABLE PURPOSE$16,199
CHILD BRIDGE INC
PO BOX 310BIGFORKMT59911NONEPCCHARITABLE PURPOSE$444,250
CHILDHELP
6730 N SCOTTSDALE RD STE 150SCOTTSDALEAZ85253NONEPCCHARITABLE PURPOSE$7,125
CHRISTIAN MEDIA MINISTRIES
201 W MADISON SUITE 100BELGRADEMT59714NONEPCCHARITABLE PURPOSE$10,000
CHURCH AT THE GATES
3821 STEPHENS AVEMISSOULAMT59801NONEPCCHARITABLE PURPOSE$4,300
CHURCH ON THE MOVE
PO BOX 767PLAINSMT59859NONEPCCHARITABLE PURPOSE$5,000
CODE GIRLS UNITED
PO BOX 8272KALISPELLMT59904NONEPCCHARITABLE PURPOSE$40,000
COMMUNIO
1844 NATALIE STBILLINGSMT59105NONEPCCHARITABLE PURPOSE$260,578
COMMUNITY LEADERSHIP AND DEV INC
PO BOX 3381BILLINGSMT59103NONEPCCHARITABLE PURPOSE$37,500
COMPASSION INTERNATIONAL
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921NONEPCCHARITABLE PURPOSE$500
CORNERSTONE FAITH CENTER INC
PO BOX 578ST IGNATIUSMT59865NONEPCCHARITABLE PURPOSE$15,000
CORNERSTONE MINISTRIES INC
11625 US HWY 93 SLOLOMT59847NONEPCCHARITABLE PURPOSE$1,200
CROSSROADS MEMORIAL CHURCH
PO BOX 3084GREAT FALLSMT59403NONEPCCHARITABLE PURPOSE$2,500
CROSSWINDS RECOVERY
PO BOX 5102MISSOULAMT59806NONEPCCHARITABLE PURPOSE$10,000
CROWN FINANCIAL MINISTRIES - MONTANA
8351 E WALKER SPRINGS LAND STE 403KNOXVILLETN37923NONEPCCHARITABLE PURPOSE$54,500
CRU MINISTRIES - MONTANA
402 GREENWAY AVEBOZEMANMT59718NONEPCCHARITABLE PURPOSE$112,800
CUT BANK COMMUNITY BIBLE CHURCH
102 N CENTRAL AVECUT BANKMT59427NONEPCCHARITABLE PURPOSE$6,000
DADCAMP - MONTANA
618 E BLVDKOKOMOIN46902NONEPCCHARITABLE PURPOSE$15,000
DAWSON COMMUNITY COLLEGE
PO BOX 189DARBYMT59829NONEPCCHARITABLE PURPOSE$33,000
DAYSPRING FOURSQUARE CHURCH
185 WESTGATE WAYFLORENCEMT59833NONEPCCHARITABLE PURPOSE$3,600
DELIVERFUND
1005 BAKER AVE SUITE BWHITEFISHMT59937NONEPCCHARITABLE PURPOSE$10,000
DILLON ASSEMBLY OF GOD
20 N MONTANADILLONMT59725NONEPCCHARITABLE PURPOSE$3,700
DOULOS GLOBAL MINISTRIES
PO BOX 15495BROOKSVILLEFL34604NONEPCCHARITABLE PURPOSE$3,000
DRUMMOND PUBLIC SCHOOLS
PO BOX 349DRUMMONDMT59832NONEPCCHARITABLE PURPOSE$3,000
EAGLE MOUNT BOZEMAN
6901 GOLDENSTEIN LANEBOZEMANMT59715NONEPCCHARITABLE PURPOSE$10,000
EAGLE PLUME MINISTRIES
PO BOX 1310BROWNINGMT59417NONEPCCHARITABLE PURPOSE$5,000
ECHOZ PREGNANCY CARE CENTER
1323 9TH AVE SOUTHGREAT FALLSMT59405NONEPCCHARITABLE PURPOSE$12,500
ED CHOICE
111 MONUMENT CIRCLE SUITE 2650INDIANAPOLISIN46204NONEPCCHARITABLE PURPOSE$25,000
EDUCATION DESIGN LAB
1200 18TH ST NW 710WASHINGTONDC20036NONEPCCHARITABLE PURPOSE$60,000
EDUCATION FOUNDATION BILLINGS PUBLIC SCHOOLS
415 N 30TH STREETBILLINGSMT59101NONEPCCHARITABLE PURPOSE$5,000
ELEVATE USA
18475 W COLFAX AVE STE 132GOLDENCO80401NONEPCCHARITABLE PURPOSE$15,000
ENNIS ASSEMBLY OF GOD
402 MADISON AVEENNISMT59729NONEPCCHARITABLE PURPOSE$3,700
EUREKA PUBLIC SCHOOLS
PO BOX 705ENNISMT59729NONEPCCHARITABLE PURPOSE$11,675
FAMILY PROMISE OF GALLATIN VALLEY
429 E STORY STREETBOZEMANMT59715NONEPCCHARITABLE PURPOSE$759,321
FAMILY RESEARCH COUNCIL
801 G STREET NWWASHINGTONDC20001NONEPCCHARITABLE PURPOSE$75,000
FAMILY TREE NURTURING CENTER
2520 5TH AVE SOUTHBILLINGSMT59101NONEPCCHARITABLE PURPOSE$2,500
FAMILYLIFE - MONTANA
3291 FIELDSTONE DR WBOZEMANMT59715NONEPCCHARITABLE PURPOSE$53,000
FELLOWSHIP BAPTIST CHURCH
423 WESTGATE DRIVEBILLINGSMT59101NONEPCCHARITABLE PURPOSE$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
526 STADLERHELENAMT59601NONEPCCHARITABLE PURPOSE$63,750
FELLOWSHIP OF CHRISTIAN COWBOYS
PO BOX 573BELGRADEMT59714NONEPCCHARITABLE PURPOSE$5,000
FIRST ALLIANCE CHURCH
1835 CENTRAL AVEBILLINGSMT59102NONEPCCHARITABLE PURPOSE$20,000
FIRST BAPTIST CHURCH
215 3RD AVE SOUTHCASCADEMT59421NONEPCCHARITABLE PURPOSE$1,200
FIRST PRESBYTERIAN CHURCH
215 5TH AVE SOUTHLEWISTOWNMT59457NONEPCCHARITABLE PURPOSE$1,500
FLATHEAD WARMING CENTER
PO BOX 7142KALISPELLMT59904NONEPCCHARITABLE PURPOSE$20,000
FLORENCE CRITTENTON HOME & SERVICES
901 NORTH HARRIS STREETHELENAMT59601NONEPCCHARITABLE PURPOSE$37,500
FOCUS - MONTANA
1520 N BENTON AVEHELENAMT59601NONEPCCHARITABLE PURPOSE$37,500
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO80920NONEPCCHARITABLE PURPOSE$50,000
FOUR WINDS ASSEMBLY OF GOD CHURCH
PO BOX 1991BROWNINGMT59417NONEPCCHARITABLE PURPOSE$35,000
FREE ROOTS ACADEMY & LEARNING CENTER
8185 AVOCET DRIVEHELENAMT59602NONEPCCHARITABLE PURPOSE$3,000
FRIENDS OF CHILDREN - EASTERN MT
2613 VIRGINIA LANEBILLINGSMT59104NONEPCCHARITABLE PURPOSE$20,000
FRIENDS OF CHILDREN - WESTERN MT
400 W BROADWAY SUITE 101MISSOULAMT59802NONEPCCHARITABLE PURPOSE$27,500
FRIENDS OF MT SHAKESPEARE IN THE PARKS
PO BOX 6214BOZEMANMT59717NONEPCCHARITABLE PURPOSE$25,000
FRYBREAD FELLOWSHIP MINISTRIES
PO BOX 154HAYSMT59527NONEPCCHARITABLE PURPOSE$3,000
GALLATIN VALLEY YMCA
3673 LOVE LANEBOZEMANMT59718NONEPCCHARITABLE PURPOSE$10,000
GATEWAY OF HOPE
1205 S MAINKALISPELLMT59901NONEPCCHARITABLE PURPOSE$8,000
GIRLS SCOUTS OF MONTANA AND WYOMING
2303 GRAND AVEBILLINGSMT59102NONEPCCHARITABLE PURPOSE$6,500
GRACE BIBLE CHURCH
3625 S 19TH STREETBOZEMANMT59718NONEPCCHARITABLE PURPOSE$204,883
GRACE MONTESSORI ACADEMY
4809 GRAND AVEBILLINGSMT59106NONEPCCHARITABLE PURPOSE$15,000
GREAT FALLS CHILDREN'S RECEIVING HOME
PO BOX 1061GREAT FALLSMT59403NONEPCCHARITABLE PURPOSE$7,000
GREAT FALLS CHURCH OF THE NAZARENE
1727 2ND AVE SGREAT FALLSMT59405NONEPCCHARITABLE PURPOSE$12,500
GREAT FALLS RESCUE MISSION
408 2ND AVENUE SOUTHGREAT FALLSMT59403NONEPCCHARITABLE PURPOSE$50,000
GREAT PLAINS GATHERING
145 ALDERSON AVEBILLINGSMT59101NONEPCCHARITABLE PURPOSE$50,905
GREAT PLAINS VETERANS SERVICES CENTER
46 VETERANS PARK RDBOX ELDERMT59521NONEPCCHARITABLE PURPOSE$25,000
GREATER GALLATIN UNITED WAY
945 TECHNOLOGY BLVD SUITE 101FBOZEMANMT59718NONEPCCHARITABLE PURPOSE$10,000
GREATER IMPACT INC
2595 SIMMENTAL WAYBOZEMANMT59715NONEPCCHARITABLE PURPOSE$715,324
GREATER MISSOULA YOUTH FOR CHRIST
1515 FAIRVIEW SUITE 210MISSOULAMT59801NONEPCCHARITABLE PURPOSE$37,000
GRIZZLY CHRISTIAN FELLOWSHIP
2010 S 3RD ST WMISSOULAMT59801NONEPCCHARITABLE PURPOSE$13,000
HABITAT FOR HUMANITY
2535 HIGHWAY 93KALISPELLMT59901NONEPCCHARITABLE PURPOSE$273,093
HAMILTON SCHOOL DISTRICT
209 S 5TH STREETHAMILTONMT59840NONEPCCHARITABLE PURPOSE$1,250
HARVEST CHURCH CAR CARE MINISTRY
1235 W WICKS LANEBILLINGSMT59105NONEPCCHARITABLE PURPOSE$2,400
HARVEST SPRINGS COMMUNITY CHURCH
1001 36TH AVEGREAT FALLSMT59404NONEPCCHARITABLE PURPOSE$14,000
HEADWATERS COVENANT CHURCH
1030 CHOTEAU STREETHELENAMT59601NONEPCCHARITABLE PURPOSE$2,300
HEART OF MONTANA LOVE
214 WEST MAIN STREET SUITE 201LEWISTOWNMT59457NONEPCCHARITABLE PURPOSE$29,137
HELENA SYMPHONY
21 N LAST CHANCE GULCH SUITE 100HELENAMT59601NONEPCCHARITABLE PURPOSE$5,000
HELENA VALLEY FAITH CENTER
708 E GROSCHELHELENAMT59635NONEPCCHARITABLE PURPOSE$1,100
HER CAMPAIGN
PO BOX 51451BILLINGSMT59105NONEPCCHARITABLE PURPOSE$12,500
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242NONEPCCHARITABLE PURPOSE$12,500
HOLTER MUSEUM OF ART
12 E LAWRENCE STHELENAMT59601NONEPCCHARITABLE PURPOSE$1,000
HOODIES FOR HEROES
PO BOX 50686BILLINGSMT59105NONEPCCHARITABLE PURPOSE$5,000
HOPA MOUNTAIN
234 E BABCOCK STE EBOZEMANMT59715NONEPCCHARITABLE PURPOSE$20,000
HOPE CENTER MINISTRIES - BUTTE
308 SPIRES RDDIVIDEMT59727NONEPCCHARITABLE PURPOSE$506,856
HOPE CENTER MINISTRIES - HELENA
13 CLANCY STCLANCYMT59634NONEPCCHARITABLE PURPOSE$37,500
HOPE CENTER MINISTRIES
PO BOX 87CLANCYMT59634NONEPCCHARITABLE PURPOSE$65,000
HOPE PREGNANCY MINISTRIES
1281 BURNS WAYKALISPELLMT59901NONEPCCHARITABLE PURPOSE$25,000
IMPACT MONTANA INC
PO BOX 6061HELENAMT59604NONEPCCHARITABLE PURPOSE$15,000
INDIAN YOUTH CAMP INC
28840 HOPE WAYBIGFORKMT59911NONEPCCHARITABLE PURPOSE$15,000
INFAITH THE AMERICAN MISSIONARY FELLOWSHIP
145 JOHN ROBERT THOMAS DRIVEEXTONPA19341NONEPCCHARITABLE PURPOSE$12,300
INSPIRE PREGNANCY OUTREACH CENTER
108 6TH AVELEWISTOWNMT59457NONEPCCHARITABLE PURPOSE$8,500
INTERNATIONAL STUDENTS INC
PO BOX CCOLORADO SPRINGSCO809013000NONEPCCHARITABLE PURPOSE$57,500
INTERVARSITY CHRISTIAN FELLOWSHIP - MT CO 1ST CHRISTIAN CHURCH
522 N 29TH STBILLINGSMT59101NONEPCCHARITABLE PURPOSE$31,500
LAKE CITY BAPTIST CHURCH
PO BOX 234POLSONMT59860NONEPCCHARITABLE PURPOSE$5,000
LAVIE DBA BILLINGS CRISIS PREG CTR INC
PO BOX 80146BILLINGSMT59108NONEPCCHARITABLE PURPOSE$91,800
LEWIS & CLARK 4-H FOUNDATION
100 W CUSTERHELENAMT59602NONEPCCHARITABLE PURPOSE$1,000
LEWIS & CLARK PTA
2901 PARK STREETMISSOULAMT59801NONEPCCHARITABLE PURPOSE$4,500
LIBERTAS INSTITUTE
2183 W MAIN ST STE A102LEHIUT84043NONEPCCHARITABLE PURPOSE$10,000
LIBERTY PLACE INC
PO BOX 446WHITEHALLMT59759NONEPCCHARITABLE PURPOSE$5,000
LIFE NET OF MISSOULA
1515 FAIRWAY AVEMISSOULAMT59801NONEPCCHARITABLE PURPOSE$6,250
LIFE SOURCE CHURCH
410 ALBERT STBILLINGSMT59101NONEPCCHARITABLE PURPOSE$26,200
LIGHTHOUSE CHRISTIAN HOME & SERVICES
384 N SOMERS RDKALISPELLMT59901NONEPCCHARITABLE PURPOSE$5,000
LINCOLN BAPTIST CHURCH
207 SLEEPY HOLLOW LANELINCOLNMT59639NONEPCCHARITABLE PURPOSE$8,000
LINCOLN PUBLIC SCHOOLS
PO BOX 39LINCOLNMT59639NONEPCCHARITABLE PURPOSE$1,300
LINKS FOR LEARNING
132 SOUTH B STREETLIVINGSTONMT59047NONEPCCHARITABLE PURPOSE$2,000
LITTLE SPROUTS ACADEMY
105 HIGHLAND PARK RDGLENDIVEMT59330NONEPCCHARITABLE PURPOSE$14,500
LONAS INC
772 TETON AVESHELBYMT59474NONEPCCHARITABLE PURPOSE$5,000
LOVE AND SONSHINE MINISTRIES
PO BOX 23174BILLINGSMT59104NONEPCCHARITABLE PURPOSE$43,000
LOVE IN THE NAME OF CHRIST - GALLATIN CITY
PO BOX 7117BOZEMANMT59771NONEPCCHARITABLE PURPOSE$65,000
LOVE INC SOUTH LINCOLN COUNTY
PO BOX 164TROYMT59935NONEPCCHARITABLE PURPOSE$18,170
LOVE THY NEIGHBOR
PO BOX 4096LONG BRANCHNJ07740NONEPCCHARITABLE PURPOSE$5,000
MAIN SEQUENCE ROBOTICS
PO BOX 4745HELENAMT59604NONEPCCHARITABLE PURPOSE$10,500
MEAGHER COUNTY SENIOR CITIZENS
101 1ST AVE SEWHITE SULPHUR SPRINGSMT59645NONEPCCHARITABLE PURPOSE$7,000
MIGHTY OAKS FOUNDATION - MT CO THE JOURNEY CHRISTIAN FELLOWSHIP
345 5TH ST WMISSOULAMT59801NONEPCCHARITABLE PURPOSE$40,000
MINISTRY TO STATE MONTANA
5975 NORTH SLOPEHELENAMT59602NONEPCCHARITABLE PURPOSE$3,000
MISSION VALLEY CHRISTIAN ACADEMY
38907 HWY 35POLSONMT59860NONEPCCHARITABLE PURPOSE$398,391
MISSOULA ALLIANCE CHURCH
100 EAST FOSS COURTMISSOULAMT59803NONEPCCHARITABLE PURPOSE$4,800
MISSOULA COUNTY PUBLIC SCHOOLS
901 SOUTH AVE WMISSOULAMT59801NONEPCCHARITABLE PURPOSE$7,500
MISSOULA FAMILY YMCA
3000 S RUSSELL STMISSOULAMT59801NONEPCCHARITABLE PURPOSE$30,000
MONTANA CHAMBER FOUNDATION
PO BOX 1162HELENAMT59624NONEPCCHARITABLE PURPOSE$125,000
MONTANA COUNCIL ON ECONOMIC EDUCATION
PO BOX 1306HELENAMT59624NONEPCCHARITABLE PURPOSE$1,000
MONTANA FAMILY INSTITUTE
PO BOX 494LAURELMT59044NONEPCCHARITABLE PURPOSE$302,531
MONTANA HIGHER ED STUD ASSIS CORP
PO BOX 5209HELENAMT59601NONEPCCHARITABLE PURPOSE$492,000
MONTANA METH PROJECT
PO BOX 8944MISSOULAMT59807NONEPCCHARITABLE PURPOSE$98,581
MONTANA NATIVE GROWTH FUND
PO BOX 1471HAVREMT59501NONEPCCHARITABLE PURPOSE$25,000
MONTANA ON A MISSION
PO BOX 696BIG TIMBERMT59011NONEPCCHARITABLE PURPOSE$2,750
MONTANA PRAYER BREAKFAST
PO BOX 1691HELENAMT59624NONEPCCHARITABLE PURPOSE$4,500
MONTANA RESCUE MISSION
2902 MINNESOTA AVEBILLINGSMT59101NONEPCCHARITABLE PURPOSE$50,000
MONTANA ROBOTICS ALLIANCE
PO BOX 4745HELENAMT59604NONEPCCHARITABLE PURPOSE$1,500
MONTANA STATE UNIVERSITY ALUMNI FOUNDATION
1501 SOUTH 11TH AVENUEBOZEMANMT59717NONEPCCHARITABLE PURPOSE$1,014,059
MONTANA THEATERWORKS - ELLEN THEATER
PO BOX 28BOZEMANMT59771NONEPCCHARITABLE PURPOSE$10,000
MONTANA YOUTH SYMPHONY
1116 S TRACY AVEBOZEMANMT59715NONEPCCHARITABLE PURPOSE$5,000
MOUNTAIN HOME
2606 SOUTH AVE WESTMISSOULAMT59804NONEPCCHARITABLE PURPOSE$15,000
MOUNTAIN SHADOW ASSOCIATION
444 CIRCLE F DRIVEBOZEMANMT59718NONEPCCHARITABLE PURPOSE$87,500
NACDC FINANCIAL SERVICES
101 PATA STBROWNINGMT59417NONEPCCHARITABLE PURPOSE$25,000
NATIVE AMERICAN DEV CORP
17 N 26TH STBILLINGSMT59101NONEPCCHARITABLE PURPOSE$25,000
NEW HOPE CLINIC
320 S IDAHO STBUTTEMT59701NONEPCCHARITABLE PURPOSE$13,700
NEW HOPE PREGNANCY SUPPORT CTR OF DILLON
610 N MONTANA ST 6DILLONMT59725NONEPCCHARITABLE PURPOSE$5,500
NEW LIFE CHURCH
3950 TEMPLE PLACEBILLINGSMT59106NONEPCCHARITABLE PURPOSE$1,200
NEW LIFE DINNER
PO BOX 851GLENDIVEMT59330NONEPCCHARITABLE PURPOSE$5,000
OAKS INTERNATIONAL
268 CIRQUE DRBOZEMANMT59718NONEPCCHARITABLE PURPOSE$36,000
ONE HEART WARRIORS
4435 PALISADE PARK DRIVEBILLINGSMT59106NONEPCCHARITABLE PURPOSE$25,000
OPERA MONTANA
PO BOX 37BOZEMANMT59771NONEPCCHARITABLE PURPOSE$10,000
OPPORTUNITY COMMUNITY CLUB
117 N NORRIS AVEANACONDAMT59711NONEPCCHARITABLE PURPOSE$5,000
OPPORTUNITY LINK
339 3RD STHAVREMT59501NONEPCCHARITABLE PURPOSE$20,000
OPTIONS WOMEN'S CLINIC
1005 PARTRIDGE PLACE STE 1HELENAMT59602NONEPCCHARITABLE PURPOSE$509,335
OUTDOORSMEN CHURCH
12208 PULP MILL RDMISSOULAMT59808NONEPCCHARITABLE PURPOSE$1,300
OUTFITTERS FOR CHRIST
PO BOX 140YAMPACO80483NONEPCCHARITABLE PURPOSE$10,000
PACIFIC NW ADULT AND TEEN CHALLENGE
3815 S 7TH ST WESTMISSOULAMT59804NONEPCCHARITABLE PURPOSE$358,412
PAXSON ELEMENTARY PTA
PO BOX 7244MISSOULAMT59807NONEPCCHARITABLE PURPOSE$1,500
PHILANTHROPY ROUNDTABLE
1120 20TH STREET SUITE 550 SOUTHWASHINGTONDC20036NONEPCCHARITABLE PURPOSE$25,000
PLAINS 2 PEAKS YOUTH INITIATIVE
102 C ST NWIBAUXMT59353NONEPCCHARITABLE PURPOSE$5,000
PLENTY DOORS COMMUNITY DEV CORP
PO BOX 1061CROW AGENCYMT59022NONEPCCHARITABLE PURPOSE$25,000
PLENTYWOOD SCHOOL DIST NO 20
100 LAUREL AVEPLENTYWOODMT59254NONEPCCHARITABLE PURPOSE$450
PREGNANCY OUTREACH CLINIC OF MILE CITY
PO BOX 596MILES CITYMT59301NONEPCCHARITABLE PURPOSE$20,000
PRETTY EAGLE SCHOOL
212 MISSION LOOPST XAVIERMT59075NONEPCCHARITABLE PURPOSE$450
PRISON FELLOWSHIP - MONTANA
44180 RIVERSIDE DRIVELANSDOWNEVA20176NONEPCCHARITABLE PURPOSE$90,000
PROFESSIONALS IN CHRISTIAN PHILANTHROPY
1501 SUMMITT AVEAMESIA50010NONEPCCHARITABLE PURPOSE$10,000
PROMISE686
PO BOX 5689KALISPELLMT59903NONEPCCHARITABLE PURPOSE$153,750
RAISING ARROWS MINISTRIES
138 GATEWAY RDEUREKAMT59917NONEPCCHARITABLE PURPOSE$3,000
RAPELJE SCHOOL
714 MAIN STRAPELJEMT59067NONEPCCHARITABLE PURPOSE$1,500
REFUGE CHRISTIAN FELLOWSHIP
1950 AMSTERDAM RDBELGRADEMT59714NONEPCCHARITABLE PURPOSE$1,200
RESOURCE ED AND AGRICULTURE LEADERS
PO BOX 170535BOZEMANMT59717NONEPCCHARITABLE PURPOSE$1,500
REZILIENTKIDZ - MONTANA
PO BOX 62966COLORADO SPRINGSCO80962NONEPCCHARITABLE PURPOSE$25,000
RIPE FOR HARVEST
PO BOX 487MONUMENTCO80132NONEPCCHARITABLE PURPOSE$6,000
RIVER OF LIFE MINISTRIES
4007 HIGHWAY 200MISSOULAMT59802NONEPCCHARITABLE PURPOSE$2,200
RIVERHAWK ROBOTICS CLUB
5150 BIGFORK ROADMISSOULAMT59803NONEPCCHARITABLE PURPOSE$750
ROC WHEELS
PO BOX 11765BOZEMANMT59719NONEPCCHARITABLE PURPOSE$20,000
SACRED PORTION
PO BOX 11486BOZEMANMT59719NONEPCCHARITABLE PURPOSE$14,700
SALISH AND KOOTENAI HOUSING AUTHORITY
PO BOX 38PABLOMT59855NONEPCCHARITABLE PURPOSE$7,500
SERIOUS JUJU SKATEWORKS INC
PO BOX 705KALISPELLMT59903NONEPCCHARITABLE PURPOSE$3,750
SET FREE MONTANA
216 9TH ST NGREAT FALLSMT59401NONEPCCHARITABLE PURPOSE$2,200
SHANE LALANI CENTER FOR THE ARTS
415 E LEWIS STLIVINGSTONMT59047NONEPCCHARITABLE PURPOSE$10,000
SMITH VALLEY SCHOOL
2901 HIGHWAY 2 WESTKALISPELLMT59901NONEPCCHARITABLE PURPOSE$1,500
SOLID ROCK BIBLE CHURCH
751 4TH AVE NWGREAT FALLSMT59404NONEPCCHARITABLE PURPOSE$1,100
SOMERS MIDDLE SCHOOL
315 SCHOOL ADDITION ROADSOMERSMT59932NONEPCCHARITABLE PURPOSE$1,500
SOUL LIFE INC
1515 FAIRVIEW SUITE 205MISSOULAMT59801NONEPCCHARITABLE PURPOSE$7,500
SPARROW'S VINE
PO BOX 864SEELY LAKEMT59868NONEPCCHARITABLE PURPOSE$12,500
SPECIAL K RANCH
PO BOX 479COLUMBUSMT59019NONEPCCHARITABLE PURPOSE$20,000
SPECIAL OLYMPICS MONTANA
710 1ST AVENUE NORTHGREAT FALLSMT59401NONEPCCHARITABLE PURPOSE$20,000
SPLASHES OF JOY
PO BOX 4173HELENAMT59604NONEPCCHARITABLE PURPOSE$3,300
ST ANDREW SCHOOL
1900 FLOWERREE STHELENAMT59601NONEPCCHARITABLE PURPOSE$710,160
STILLWATER YOUTH CENTER INC
PO BOX 1148COLUMBUSMT59019NONEPCCHARITABLE PURPOSE$10,000
STOKE - FIRST BROADWATER COUNTY
PO BOX 1024TOWNSENDMT59644NONEPCCHARITABLE PURPOSE$2,500
SUMMIT CAREER CENTER
100 FORT OWEN RANCH ROADSTEVENSVILLEMT59870NONEPCCHARITABLE PURPOSE$25,000
SUNBURST PUBLIC SCHOOLS
PO BOX 710SUNBURSTMT59482NONEPCCHARITABLE PURPOSE$1,500
SUNRISE PREGNANCY RESOURCE CENTER
PO BOX 1086SIDNEYMT59270NONEPCCHARITABLE PURPOSE$70,850
SUPERIOR ASSEMBLY OF GOD
502 2ND AVE ESUPERIORMT59872NONEPCCHARITABLE PURPOSE$2,500
TARGET RANGE SCHOOL DISTRICT
4095 SOUTH AVENUE WESTMISSOULAMT59804NONEPCCHARITABLE PURPOSE$1,350
TEENPACT LEADERSHIP SCHOOLS - MONTANA
1075 FORESTVALE RDHELENAMT59602NONEPCCHARITABLE PURPOSE$3,300
TERRY PUBLIC SCHOOLS DIST NO 5
215 E PARKTERRYMT59349NONEPCCHARITABLE PURPOSE$1,500
THE BRIDGE CHURCH OF THE CMA
46873 US HIGHWAY 93POLSONMT59860NONEPCCHARITABLE PURPOSE$6,500
THE CONFESSION CLOSET
1925 GRAND AVE STE 131BILLINGSMT59104NONEPCCHARITABLE PURPOSE$15,000
THE CONNECTION YOUTH CENTER
PO BOX 821GLASGOWMT59230NONEPCCHARITABLE PURPOSE$7,720
THE LIFEGUARD GROUP
13320 BUNCHGRASS LANEMISSOULAMT59808NONEPCCHARITABLE PURPOSE$27,500
THE MONTANA FOOD BANK NETWORK
5625 EXPRESSWAYMISSOULAMT59808NONEPCCHARITABLE PURPOSE$257,694
THE NAVIGATORS - MONTANA
3820 N 30TH STCOLORADO SPRINGSCO80904NONEPCCHARITABLE PURPOSE$3,000
THE ROCK YOUTH CENTER
214 N 11THBOZEMANMT59715NONEPCCHARITABLE PURPOSE$12,500
THE SALVATION ARMY A CALIFORNIA CORP
2100 6TH AVE NORTHBILLINGSMT59101NONEPCCHARITABLE PURPOSE$55,000
THE WORTHY RANCH
3109 LYNN AVEBILLINGSMT59102NONEPCCHARITABLE PURPOSE$10,000
TRUE NORTH 406 MINISTRIES
345 EAST BOWMAN DRKALISPELLMT59901NONEPCCHARITABLE PURPOSE$10,000
TURNING POINT USA
4940 E BEVERLY ROADPHOENIXAZ85044NONEPCCHARITABLE PURPOSE$50,000
UNION GOSPEL MISSION OF MISSOULA
PO BOX 306MISSOULAMT59806NONEPCCHARITABLE PURPOSE$50,000
VALLEY FELON-AID
146 BIRCH STHAMILTONMT59840NONEPCCHARITABLE PURPOSE$12,500
VENTURE CHURCH
2595 SIMMENTAL WAYBOZEMANMT59718NONEPCCHARITABLE PURPOSE$2,200
VETERANS NAVIGATION NETWORK
2173 OVERLAND AVENUEBILLINGSMT59102NONEPCCHARITABLE PURPOSE$10,000
VICTORY CHURCH GREAT FALLS
3001 13TH STREET SOUTHGREAT FALLSMT59405NONEPCCHARITABLE PURPOSE$15,000
WARRIORS AND QUIET WATERS FOUNDATION
351 EVERGREEN DR STE ABOZEMANMT59715NONEPCCHARITABLE PURPOSE$2,500
WASHINGTON MIDDLE SCHOOL PTA
645 W CENTRAL AVEMISSOULAMT59801NONEPCCHARITABLE PURPOSE$6,000
WEST VALLEY SCHOOL
2290 FARM TO MARKET RDKALISPELLMT59901NONEPCCHARITABLE PURPOSE$3,250
WINNETT ACES
813 N BROADWAYWINNETTMT59087NONEPCCHARITABLE PURPOSE$10,000
WISE WONDERS CHILDREN'S MUSEUM
3024 2ND AVE NORTHBILLINGSMT59101NONEPCCHARITABLE PURPOSE$6,000
WORLD VISION US
34834 WEYERHAEUSER WAY SOUTHFEDERAL WAYWA98001NONEPCCHARITABLE PURPOSE$1,000
YELLOWSTONE ALLIANCE ADVENTURES
13707 COTTONWOOD CANYONBOZEMANMT59718NONEPCCHARITABLE PURPOSE$99,172
YELLOWSTONE CLASSICAL CHRISTIAN ACADEMY
PO BOX 51428BILLINGSMT59105NONEPCCHARITABLE PURPOSE$10,000
YOUNG LIFE
PO BOX 81377BILLINGSMT59108NONEPCCHARITABLE PURPOSE$27,000
YOUTH ENTERPRENEURS INC - MONTANA
PO BOX 791847BALTIMOREMD21279NONEPCCHARITABLE PURPOSE$243,750
ZOECARE
2251 W KAGY BLVD 2BOZEMANMT59718NONEPCCHARITABLE PURPOSE$27,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,086,864TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,383ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,456,620ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,695ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,164,116ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
OTHER INCOME - PARTNERSHIPS551112-$15,99101-$1,931
OTHER INCOME - PARTNERSHIPS14$38,588

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$15,991UnrelatedBusinessTaxblIncmAmt
Exclusion$8,792,471ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,776,480TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,000Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,000DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIXED INCOME MUTUAL FUNDSFMV$14,011,712$14,011,712
HARDING LOEVNER EQUITIESFMV$8,253,678$8,253,678
INDEX ACCOUNTFMV$102,491,747$102,491,747
NEW SOUTH SMALL CAPFMV$12,567,328$12,567,328
LIGHTHOUSE GLOBALFMV$6,457,236$6,457,236
OLD KINGSFMV$12,178,079$12,178,079
ISHARES RUSSEL 2000 GROWTHFMV$14,203,509$14,203,509
WHIPPOORWILLFMV$792,309$792,309
PARAMETRICFMV$27,230,617$27,230,617
INTERNATIONAL MUTUAL FUNDSFMV$14,114,911$14,114,911
TPG OPPORTUNITIESFMV$41,843$41,843
HARBOURVEST GLOBAL 2015 FDFMV$1,082,485$1,082,485
HARBOURVEST GLOBAL 2019 FDFMV$3,087,536$3,087,536
MARATHON EUROPEAN CREDIT OPPORFMV$1,316,318$1,316,318
SUMMIT PARTNERS IX-AFMV$1,044,217$1,044,217
TOP IV AIVFMV$226,454$226,454
TSSP OPP PARTNERS IVFMV$973,237$973,237
SUMMIT PARTNERS IX-A, AIVFMV$387,689$387,689
SPDR BLOOMBERG ETFFMV$3,119,683$3,119,683
HARBOURVEST GLOBAL 2024 FDFMV$292,037$292,037

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & SUBSCRIPTIONS$1,176$0$1,176
OFFICE SUPPLIES$944$0$944
POSTAGE/DELIVERY$644$0$644
WORKERS COMP INSURANCE$1,286$0$1,286
MARKETING FEES$3,059$0$3,059
MISCELLANEOUS$2,581$0$2,581
LIABILITY INSURANCE$1,043$0$1,043
ENRICHMENT PROGRAM EXPENSES$37,709$0$37,709
FROM PARTNERSHIPS$69,597$66,990$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
RETURNED GRANTS FROM PRIOR YEAR$133,547$0$133,547
STIFEL - OTHER INVESTMENT INCOME$148$148$148
OTHER INCOME - PARTNERSHIPS-$17,922-$1,931-$17,922
OTHER INCOME - PARTNERSHIPS$38,588$38,588$38,588

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS & BOOK TAX DIFFERENCESDesc
Amt$24,827,676Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGT FEES$563,361$563,361$0
CONSULTING$51,225$0$51,225

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX ON DIVIDENDS$83,075$83,075$0
FEDERAL INCOME/EXCISE TAXES$50,037$0$0

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