2024-07-30T17:55:26-05:00 2023-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC P O BOX 1398 WHITEFISH MT 599371398 990 2023-01-01 810533002 WHITEFISH COMMUNITY FOUNDATION INC WHIT 4068631781 PO BOX 1060 WHITEFISH MT 599371060 GREG GARRISON CURRENT BOARD CHAIR 4068631781 2024-07-14 1 0 SALLIE A BROWN CPA P00895220 4068622597 2024-07-08 2023 2024-08-08 14:25:15Z LINDA MAETZOLD PO BOX 1060 WHITEFISH MT 599371060 31092742 0 X WHITEFISHCOMMUNITYFOUNDATION.ORG X 2000 MT THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO ENRICH THE QUALITY OF LIFE IN THE FLATHEAD VALLEY BY FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 20 20 6 40 0 0 12615926 17892500 27360 27951 1571186 1840607 65262 66563 14279734 19827621 10906344 13415075 0 0 468516 528738 0 0 94528 432733 437405 11807593 14381218 2472141 5446403 51543713 61441553 4440597 4914657 47103116 56526896 X THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 0 0 615573 526701 WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $526,701 TO 52 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES, INCLUDING 3 MAJOR GRANTS TOTALING $120,000 WHICH HELPED FLATHEAD AUDUBON SOCIETY PERMANENTLY PROTECT THE OWEN SOWERWINE NATURAL AREA, PROVIDED SUPPORT TO GLACIER INSTITUTE IN THE RESTORATION OF THE BIG CREEK OUTDOOR EDUCATION CENTER, AND AIDED WHITEFISH SKATEPARK ASSOCIATION IN EXPANDING THE DAVE OLSETH MEMORIAL SKATEPARK. WCF ALSO AWARDED AN EMERGENCY GRANT OF $10,000 TO HELP NORTH VALLEY FOOD BANK REPAIR THEIR REFRIGERATED TRUCK. THE KIDS FUND, WHICH FUNDS IMPACTFUL PROGRAMS FOR FLATHEAD VALLEY CHILDREN WHO ARE OR ARE AT RISK OF BECOMING HOMELESS AWARDED 3 GRANTS TOTALING $125,000 TO BOYS & GIRLS CLUB FOR AFTERSCHOOL PROGRAMMING; TO CENTER FOR RESTORATIVE YOUTH JUSTICE FOR A NEW YOUTH PROGRAM DIRECTOR; AND TO NATE CHUTE FOUNDATION FOR MENTAL HEALTH AND SUICIDE PREVENTION PROGRAMS IN FLATHEAD VALLEY SCHOOLS. 6611542 6283613 GREAT FISH COMMUNITY CHALLENGE: A SIX-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 70 NONPROFITS RAISE OVER $5.3M AND THE FOUNDATION AWARDED AN ADDITIONAL $924,331 IN MATCHING GRANTS PLUS $21,200 IN INCENTIVE GRANTS. THE ORGANIZATION ALSO PROCESSED ALL GIFTS AND PROVIDED ALL PRINTED MATERIALS, ADVERTISING, AND MARKETING AT AN APPROXIMATE COST TO THE ORGANIZATION OF OVER $300,000. 6567332 6374862 27951 CHARITABLE FUNDS: HELD AND ADMINISTERED CHARITABLE FUNDS INCLUDING DONOR ADVISED FUNDS, DESIGNATED FUNDS, ANNUITY FUNDS AND AGENCY FUNDS WHICH PAID OUT GRANTS AND SCHOLARSHIPS TOTALING OVER $6.5M TO CHARITABLE ORGANIZATIONS AND PROVIDED $223,000 IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES. 313607 226313 NONPROFIT ENDOWMENT FUNDS: HELD AND ADMINISTERED 43 ENDOWMENT FUNDS TOTALING OVER $18M FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $226,313 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS. 39567 3586 NONPROFIT DEVELOPMENT PARTNERSHIP PROGRAM (NPDP): OFFERED 11 FREE WORKSHOPS AND LEARNING OPPORTUNITIES, REACHING 185 PARTICIPANTS FROM 102 LOCAL NONPROFITS, FOCUSED ON KEY AREAS OF NONPROFIT MANAGEMENT TO IMPROVE OVERSIGHT, TRANSPARENCY, GOVERNANCE, OPERATIONS AND FUNDRAISING. ALSO HOSTED QUARTERLY NONPROFIT EXECUTIVE DIRECTOR ROUNDTABLES. NPDP IMPLEMENTED A TECHNOLOGY PROGRAM, PROVIDING GRANTS TO NONPROFITS TO PURCHASE AND IMPLEMENT MUCH NEEDED SOFTWARE PROGRAMS. IN 2023 THIS PROGRAM AWARDED 3 GRANTS TOTALING $3,586 TO KALISPELL EDUCATION FOUNDATION FOR SCHOLARSHIP SOFTWARE; AND TO BOTH BIGFORK ART AND CULTURAL CENTER AND HOUSING WHITEFISH FOR DONOR DATABASE SOFTWARE. 353174 229899 14147621 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 4068631781 PO BOX 1060 WHITEFISH MT 599371060 ARDYCE WHISLER BOARD CHAIR 2.00 X X 0 0 0 GREG GARRISON TREASURER 2.00 X X 0 0 0 LINDA MAETZOLD DIRECTOR 2.00 X 0 0 0 CAROL ATKINSON DIRECTOR 1.00 X 0 0 0 JOHN COLLINS DIRECTOR 1.00 X 0 0 0 JEFF ALLEN DIRECTOR 0.50 X 0 0 0 SHERRY LESAR DIRECTOR 1.00 X 0 0 0 JANICE CASE DIRECTOR 0.50 X 0 0 0 MONICA PASTOR DIRECTOR 1.00 X 0 0 0 GORDON CROSS DIRECTOR 1.00 X 0 0 0 DOUG REED DIRECTOR 1.00 X 0 0 0 JAMIE SHENNAN DIRECTOR 1.00 X 0 0 0 BRENDEN CRAIG DIRECTOR 0.50 X 0 0 0 KEN WESSELS DIRECTOR 1.00 X 0 0 0 JOHN WITT DIRECTOR 0.50 X 0 0 0 MAUREEN CASEY DIRECTOR 0.50 X 0 0 0 CAELI QUINN DIRECTOR 0.50 X 0 0 0 LUCY SMITH DIRECTOR 0.50 X 0 0 0 HANK RICKLEFS DIRECTOR 0.50 X 0 0 0 BETSY BAYNE DIRECTOR 0.50 X 0 0 0 LINDA ENGH-GRADY PAST PRESIDENT 2.00 X 5950 0 179 ALAN DAVIS PRESIDENT 45.00 X 134500 0 12035 DARIA PEREZ CFO 45.00 X 123500 0 11705 263950 0 23919 2 0 0 0 0 17892500 1795942 17892500 ADMINISTRATIVE FEES 561000 27951 27951 27951 1574066 1574066 11349883 11083342 266541 266541 266541 236342 181779 54563 54563 RENTAL INCOME 531120 12000 12000 12000 19827621 27951 0 1907170 13415075 13415075 287871 250864 21209 15798 175859 141599 28246 6014 28444 24179 2843 1422 36564 30892 3971 1701 16526 16526 101895 101895 10132 10132 28627 28627 13533 12443 758 332 37740 24138 13602 15449 12080 2343 1026 5895 1409 4020 466 31619 31619 9977 9977 EVENTS & WORKSHOPS 92678 28270 64408 BANK AND CREDIT CARD FE 42850 40075 2775 PRINTING & PUBLICATIONS 22592 19463 75 3054 POSTAGE 6152 5230 615 307 1740 1250 490 14381218 14147621 139069 94528 219099 80937 2702762 2804332 1243307 56116 1174532 1187191 47442734 57369093 4586 0 51543713 61441553 9920 1400 3000 0 20650 5900 3769741 4209960 637286 697397 4440597 4914657 X 6057229 6788302 41045887 49738594 47103116 56526896 51543713 61441553 5446403 3977377 0 X X 0 1 X 1 0 X 6626423 9880818 16351954 12615926 17892500 63367621 6626423 9880818 16351954 12615926 17892500 63367621 262376 63105245 995080 720328 1363081 1436414 1586066 6100969 69468590 1139868 0.90840 0.90240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65 283 7276964 11180320 4536333 9208927 32536522 28200335 1 1 0 1 X 14988744 1242962 2319982 410498 124136 18017054 15553021 1950464 -1969457 427668 117616 14988744 12684916 962054 2377781 367866 103864 15553021 11383852 657009 1118276 390073 84148 12684916 9353028 525968 1884097 298235 81006 11383852 0.12234 0.62554 0.25212 0 0 464947 464947 595000 35598 559402 161070 16075 144995 6790 1922 4868 15500 2521 12979 1187191 PAYROLL LIABILITIES 204 VALUE OF LIFE INTEREST IN CHARITABLE GIFT ANNUITIES 697193 697397 23884882 3977377 181779 4159156 19725726 101895 101895 19827621 14461102 181779 181779 14279323 101895 101895 14381218 PART IV, LINE 2B: HELD NINE AGENCY FUNDS AND TWELVE QUASI-ENDOWMENT FUNDS FOR VARIOUS ORGANIZATIONS. PART V, LINE 4: THE WHITEFISH COMMUNITY FOUNDATION'S PERMANENTLY ENDOWED FUNDS PROVIDE FUNDING FOR THE MANY PROGRAMS OF THE FOUNDATION, INCLUDING THE ANNUAL COMMUNITY GRANTS PROGRAM, THE MAJOR GRANTS PROGRAM, WORKSHOPS AND TRAININGS, AND THE GREAT FISH COMMUNITY CHALLENGE PROGRAM, ALL OF WHICH BENEFIT LOCAL NONPROFIT ORGANIZATIONS. APPROXIMATELY 5% IS DISTRIBUTED EACH YEAR FOR GENERAL PROGRAM SUPPORT. THE SPENDING POLICY OF THE ENDOWMENT FUND IS REVIEWED EACH YEAR BY THE INVESTMENT COMMITTEE TO ENSURE PRUDENT MANAGEMENT OF THE FUND AND TO MAINTAIN PRINCIPAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 181,779. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 101,895. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 181,779. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 101,895. PATRON PASS EVENT 236342 236342 181779 236342 236342 181779 181779 54563 1 ALBANY MEDICAL COLLEGE 543 NEW SCOTLAND AVENUE ALBANY NY 12208 141338310 501(C)(3) 20000 0 GENERAL SUPPORT ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 770626385 501(C)(3) 91607 0 GENERAL SUPPORT AMAZING PLACE MUSIC PO BOX 40631 WHITEFISH MT 59937 832167578 501(C)(3) 56670 0 GENERAL SUPPORT BACKPACK ASSISTANCE PROGRAM PO BOX 314 WHITEFISH MT 59937 464364374 501(C)(3) 103763 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHWEST MONTANA 137 MAIN STREET KALISPELL MT 59901 810374742 501(C)(3) 47880 0 GENERAL SUPPORT BIG MOUNTAIN FIREFIGHTERS ASSOCIATION 3790 BIG MOUNTAIN ROAD WHITEFISH MT 59937 820534620 501(C)(3) 8800 0 GENERAL SUPPORT BIGFORK ACES INC PO BOX 345 BIGFORK MT 59911 300764283 501(C)(3) 13000 0 GENERAL SUPPORT BIGFORK ART AND CULTURAL CENTER 525 ELECTRIC AVE BIGFORK MT 59911 366212000 501(C)(3) 53915 0 GENERAL SUPPORT BIGFORK FOOD BANK PO BOX 850 BIGFORK MT 59911 472397420 501(C)(3) 16000 0 GENERAL SUPPORT BIGFORK PLAYHOUSE CHILDREN'S THEATRE PO BOX 456 BIGFORK MT 59911 810539788 501(C)(3) 7500 0 GENERAL SUPPORT BIGFORK SOCCER CLUB PO BOX 514 BIGFORK MT 59911 421679070 501(C)(3) 6000 0 GENERAL SUPPORT BOB MARSHALL WILDERNESS FOUNDATION PO BOX 190688 HUNGRY HORSE MT 59919 311597921 501(C)(3) 61765 0 GENERAL SUPPORT BOLD VISIONS CONSERVATION 91 CAMPUS DRIVE PMB 1004 MISSOULA MT 59801 461905311 501(C)(3) 20000 0 GENERAL SUPPORT BOYS AND GIRLS CLUB OF GLACIER COUNTRY PO BOX 961 COLUMBIA FALLS MT 59912 810531133 501(C)(3) 109107 0 GENERAL SUPPORT BRENTWOOD BAPTIST CHURCH 7777 CONCORD ROAD BRENTWOOD TN 37027 620945312 501(C)(3) 8000 0 GENERAL SUPPORT CASA FOR KIDS INC PO BOX 11195 KALISPELL MT 59901 273973281 501(C)(3) 267652 0 GENERAL SUPPORT CENTER FOR RESTORATIVE YOUTH JUSTICE 22 1ST AVENUE EAST KALISPELL MT 59901 841428210 501(C)(3) 187770 0 GENERAL SUPPORT CF-WF HIGH SCHOOL SWIM TEAMS PO BOX 702 COLUMBIA FALLS MT 59912 465300687 501(C)(3) 6000 0 GENERAL SUPPORT CHAPEL BY THE SEA - CLEARWATER BEACH COMMUNITY CHURCH 54 BAY ESPLANDE CLEARWATER BEACH FL 33767 590910346 501(C)(3) 10250 0 GENERAL SUPPORT CHILD BRIDGE PO BOX 310 BIGFORK MT 59911 273382066 501(C)(3) 144130 0 GENERAL SUPPORT CHILDREN'S HOUSE MONTESSORI SCHOOL 1301 7TH ST WHITEFISH MT 59937 810406353 501(C)(3) 34780 0 GENERAL SUPPORT CHILDREN'S ONCOLOGY CAMP FOUNDATION PO BOX 1450 MISSOULA MT 59806 810472959 501(C)(3) 16250 0 GENERAL SUPPORT CHRIST CHURCH EPISCOPAL 215 3RD AVE E KALISPELL MT 59901 816013008 CHURCH 8600 0 GENERAL SUPPORT CITIZENS FOR A BETTER FLATHEAD PO BOX 2198 KALISPELL MT 59903 810482317 501(C)(3) 18250 0 GENERAL SUPPORT CITY OF WHITEFISH 418 E 2ND STREET WHITEFISH MT 59937 816001325 GOVERNMENT 35500 0 GENERAL SUPPORT CLIMATE RIDE INC 114 WEST PINE ST MISSOULA MT 59802 271777457 501(C)(3) 28000 0 GENERAL SUPPORT CODE GIRLS UNITED 38 E WASHINGTON KALISPELL MT 59904 831174058 501(C)(3) 108056 0 GENERAL SUPPORT COLUMBIA FALLS FIREFIGHTERS INC PO BOX 1080 COLUMBIA FALLS MT 59912 841390662 501(C)(3) 12500 0 GENERAL SUPPORT COMMUNITY ACTION PARTNERSHIP PO BOX 8300 KALISPELL MT 59904 810366018 501(C)(3) 400000 0 GENERAL SUPPORT COMMUNITY CANCER FUND 510 W RIVERSIDE AVE STE 500 SPOKANE WA 99201 464735260 501(C)(3) 42500 0 GENERAL SUPPORT CONRAD MANSION DIRECTORS INC PO BOX 1041 KALISPELL MT 59903 510166540 501(C)(3) 34184 0 GENERAL SUPPORT CRESTON FIREFIGHTER'S ASSOCIATION 4498 MT HWY 35 KALISPELL MT 59901 810457369 501(C)(3) 55734 0 GENERAL SUPPORT CURREY INGRAM ACADEMY 6544 MURRAY LANE BRENTWOOD TN 37027 621296326 501(C)(3) 6000 0 GENERAL SUPPORT DREAM ADAPTIVE RECREATION PO BOX 4084 WHITEFISH MT 59937 363416198 501(C)(3) 311629 0 SKI PROGRAM, GENERAL SUPPORT EARTHJUSTICE 50 CALIFORNIA STREET SAN FRANCISCO CA 94111 363416198 501(C)(3) 40750 0 GENERAL SUPPORT EVERGREEN SCHOOL DISTRICT 18 WEST EVERGREEN DRIVE KALISPELL MT 59901 060003660 GOVERNMENT 7500 0 GENERAL SUPPORT FAST BLACKFEET PO BOX 1752 BROWNING MT 59417 813755269 501(C)(3) 15500 0 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 2420 13TH ST W BILLINGS MT 59102 810458102 CHURCH 5118 0 GENERAL SUPPORT FLATHEAD AREA MOUNTAIN BIKERS 326 2ND ST E WHITEFISH MT 59937 203745517 501(C)(3) 50189 0 GENERAL SUPPORT FLATHEAD AUDUBON SOCIETY PO BOX 9173 KALISPELL MT 59904 810447830 501(C)(3) 90200 0 GENERAL SUPPORT FLATHEAD COUNTY SEARCH AND RESCUE ASSOCIATION PO BOX 358 KALISPELL MT 59901 810408017 501(C)(3) 16191 0 GENERAL SUPPORT FLATHEAD COUNTY SHERIFF'S POSSE PO BOX 310 KALISPELL MT 59903 816011531 501(C)(3) 33915 0 GENERAL SUPPORT FLATHEAD FAMILIES FOR RESPONSIBILE GROWTH PO BOX 1062 WHITEFISH MT 59937 872825773 501(C)(3) 7500 0 GENERAL SUPPORT FLATHEAD FOOD BANK 1203 HWY 2 WEST SUITE 2 KALISPELL MT 59901 810399818 501(C)(3) 145063 0 GENERAL SUPPORT FLATHEAD INDUSTRIES PO BOX 1916 KALISPELL MT 59903 237359797 501(C)(3) 58010 0 GENERAL SUPPORT FLATHEAD LAND TRUST PO BOX 1913 KALISPELL MT 59903 363479966 501(C)(3) 166375 0 GENERAL SUPPORT FLATHEAD RAPIDS YOUTH SOCCER PO BOX 241 WHITEFISH MT 59937 452941434 501(C)(3) 33280 0 STORAGE BUILDING, GENERAL SUPPORT FLATHEAD RIVERS ALLIANCE PO BOX 190688 WHITEFISH MT 59937 844763768 501(C)(3) 28277 0 GENERAL SUPPORT FLATHEAD ROTARY COMMUNITY FOUNDATION PO BOX 481 KALISPELL MT 59901 205714808 501(C)(3) 18500 0 GENERAL SUPPORT FLATHEAD SHELTER FRIENDS PO BOX 1035 KALISPELL MT 59903 320262474 501(C)(3) 5850 0 GENERAL SUPPORT FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION 777 GRANDVIEW DRIVE KALISPELL MT 59901 810365752 501(C)(3) 81574 0 SCHOLARSHIP FUNDS, GENERAL SUPPORT FLATHEAD VALLEY SKI EDUCATION FOUNDATION PO BOX 623 WHITEFISH MT 59937 237300629 501(C)(3) 68415 0 FIELDTRIPS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT FLATHEAD WARMING CENTER PO BOX 7142 KALISPELL MT 59904 833555313 501(C)(3) 127699 0 GENERAL SUPPORT FLATHEAD YOUTH HOME 825 OREGON STREET KALISPELL MT 59901 810331313 501(C)(3) 104105 0 GENERAL SUPPORT FOCUS FUSION SOCIETY 128 LINCOLN BLVD MIDDLESEX NJ 08846 203465753 501(C)(3) 55000 0 GENERAL SUPPORT FOR THE CHILDREN INC PO BOX 21 WHITEFISH MT 59937 810516011 501(C)(3) 45000 0 GENERAL SUPPORT FOYS TO BLACKTAIL TRAILS PO BOX 81 KALISPELL MT 59903 861101906 501(C)(3) 44980 0 GENERAL SUPPORT FRIENDS OF BIGFORK FIRE DEPARTMENT PO BOX 2333 BIGFORK MT 59911 841721958 501(C)(3) 10000 0 GENERAL SUPPORT FRIENDS OF FERNDALE MT FIRE 130 LANDMARK LN BIGFORK MT 59911 923610319 501(C)(3) 6975 0 GENERAL SUPPORT FRIENDS OF THE FLATHEAD AVALANCHE CENTER PO BOX 4276 WHITEFISH MT 59937 471135769 501(C)(3) 45241 0 GENERAL SUPPORT FRIENDS OF THE WHITEFISH COMMUNITY LIBRARY 9 SPOKANE AVE WHITEFISH MT 59937 453909788 501(C)(3) 5371 0 GENERAL SUPPORT GATEWAY TO GLACIER TRAIL 110 BEAR STREET CORAM MT 59913 452385798 501(C)(3) 53139 0 GENERAL SUPPORT GLACIER HOCKY ASSOCIATION PO BOX 905 WHITEFISH MT 59937 810480530 501(C)(3) 22980 0 GENERAL SUPPORT GLACIER INSTITUTE PO BOX 1887 KALISPELL MT 59903 363345632 501(C)(3) 125730 0 GENERAL SUPPORT GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 562579734 501(C)(3) 119199 0 GENERAL SUPPORT GLACIER NORDIC CLUB PO BOX 403 WHITEFISH MT 59937 363442067 501(C)(3) 67603 0 GENERAL SUPPORT GLACIER SKATE ACADEMY PO BOX 4593 WHITEFISH MT 59937 474330519 501(C)(3) 36025 0 GENERAL SUPPORT GLACIER SYMPHONY & CHORALE PO BOX 2491 KALISPELL MT 59903 810413320 501(C)(3) 126605 0 GENERAL SUPPORT GOOD GRIEF GROUP PO BOX 7896 KALISPELL MT 59904 821337890 501(C)(3) 64270 0 GENERAL SUPPORT HABITAT FOR HUMANITY 307 1ST AVENUE EAST STE 1 KALISPELL MT 59903 810461253 501(C)(3) 64998 0 GENERAL SUPPORT HOCKADAY MUSEUM OF ART 302 2ND AVE E KALISPELL MT 59901 810303038 501(C)(3) 59001 0 GENERAL SUPPORT HOUSING WHITEFISH PO BOX 1237 WHITEFISH MT 59937 200388469 501(C)(3) 77784 0 GENERAL SUPPORT HUMANE SOCIETY OF NW MONTANA PO BOX 221 KALISPELL MT 59903 810496442 501(C)(3) 189259 0 GENERAL SUPPORT IMAGINEIF LIBRARY FOUNDATION 44 SECOND AVE WEST KALISPELL MT 59901 810460195 501(C)(3) 167640 0 GENERAL SUPPORT IMMANUEL FOUNDATION 185 CRESTLINE AVENUE KALISPELL MT 59901 824366126 501(C)(3) 40915 0 GENERAL SUPPORT INTERNATIONAL WILDLIFE COEXISTENCE NETWORK 9169 W STATE ST 1014 GARDEN CITY ID 83714 851079131 501(C)(3) 50000 0 GENERAL SUPPORT KALISPELL EDUCATION FOUNDATION PO BOX 9136 KALISPELL MT 59904 204281682 501(C)(3) 52189 0 GENERAL SUPPORT KALISPELL FIRE FIGHTERS ASSOCIATION BENEVOLENT FUND PO BOX 122 KALISPELL MT 59901 462933400 501(C)(3) 8000 0 GENERAL SUPPORT LAND TO HAND 2415 ELKO ROAD ELKO GA 31025 471568231 501(C)(3) 170400 0 GENERAL SUPPORT LIGHTHOUSE CHRISTIAN HOME PO BOX 8931 KALISPELL MT 59904 363766292 501(C)(3) 107831 0 FACILITY RENOVATION, GENERAL SUPPORT LOGAN HEALTH - WHITEFISH FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 501(C)(3) 104153 0 GENERAL SUPPORT LOGAN HEALTH FOUNDATION 310 SUNNYVIEW LN KALISPELL MT 59901 810406485 501(C)(3) 162155 0 GENERAL SUPPORT LULUS PLACE INC 12680 HIGH BLUFF DRIVE 400 SAN DIEGO CA 92130 834368221 501(C)(3) 15000 0 GENERAL SUPPORT MAYO CLINIC 200 FIRST STREET SW NO TAX ROCHESTER MN 55905 383952644 501(C)(3) 6500 0 GENERAL SUPPORT MONTANA CONSERVATION CORPS 206 N GRAND BOZEMAN MT 59715 810467431 501(C)(3) 46295 0 GENERAL SUPPORT MONTANA ENVIRONMENTAL INFORMATION CENTER PO BOX 1184 HELENA MT 59624 237337100 501(C)(3) 12400 0 GENERAL SUPPORT MONTANA EQUESTRIAN EVENTS PO BOX 595 WHITEFISH MT 59937 810530627 501(C)(3) 7000 0 GENERAL SUPPORT MONTANA INNOCENCE PROJECT PO BOX 7607 MISSOULA MT 59807 262603477 501(C)(3) 5300 0 GENERAL SUPPORT MONTANA KAYAK ACADEMY 823 KALISPELL AVE WHITEFISH MT 59937 474883302 501(C)(3) 27246 0 GENERAL SUPPORT MONTANA LAND RELIANCE 470 ELECTRIC AVENUE BIGFORK MT 59911 810369262 501(C)(3) 20000 0 GENERAL SUPPORT MONTANA PUBLIC RADIO (THE UNIVERSITY OF MONTANA) 950 ARTHUR AVENUE MISSOULA MT 59801 810362989 501(C)(3) 8950 0 GENERAL SUPPORT MONTANA STATE UNIVERSITY-NORTHERN FOUNDATION PO BOX 1691 HAVRE MT 59501 810375335 501(C)(3) 8000 0 GENERAL SUPPORT MONTANA WILD WINGS RECOVERY CENTER 37 PANORAMIC DR KALISPELL MT 59901 463139416 501(C)(3) 8000 0 GENERAL SUPPORT MONTANA YOUTH DIABETES ALLIANCE 3978 HWY 40 COLUMBIA FALLS MT 59912 843705917 501(C)(3) 33171 0 GENERAL SUPPORT NATE CHUTE FOUNDATION PO BOX 245 WHITEFISH MT 59937 450494907 501(C)(3) 220438 0 GENERAL SUPPORT NATURE CONSERVANCY OF MONTANA 32 S EWING STREET HELENA MT 59601 530242652 501(C)(3) 7082 0 GENERAL SUPPORT NORTH VALLEY FOOD BANK 251 FLATHEAD AVENUE WHITEFISH MT 59937 810456048 501(C)(3) 305491 0 GENERAL SUPPORT NORTH VALLEY MUSIC SCHOOL PO BOX 4446 WHITEFISH MT 59937 810515034 501(C)(3) 492213 0 GENERAL SUPPORT NORTHWEST MONTANA COMMUNITY LAND TRUST 309 WISCONSIN AVENUE WHITEFISH MT 59901 271832846 501(C)(3) 199850 0 GENERAL SUPPORT NORTHWEST MONTANA HISTORY MUSEUM 124 SECOND AVENUE EAST KALISPELL MT 59901 810439232 501(C)(3) 49585 0 GENERAL SUPPORT NORTHWEST MONTANA VETERANS STAND DOWN & FOOD PANTRY 1349 HWY 2 E KALISPELL MT 59901 743030535 501(C)(3) 64820 0 GENERAL SUPPORT OLD TOWN ARTISAN STUDIO INC 78370 HWY 111 STE 270 LA QUINTA CA 92253 264437263 501(C)(3) 11000 0 GENERAL SUPPORT OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION 2020 SW 4TH AVE SUITE 900 PORTLAND OR 97201 237083114 501(C)(3) 40000 0 GENERAL SUPPORT PIONEER MONTESSORI SCHOOL PO BOX 1809 KETCHUM ID 83340 820360653 501(C)(3) 6500 0 GENERAL SUPPORT PLANNED PARENTHOOD OF MONTANA 1116 GRAND AVE SUITE 201 BILLINGS MT 59102 810307201 501(C)(3) 10300 0 GENERAL SUPPORT POSTPARTUM RESOURCE GROUP PO BOX 10394 KALISPELL MT 59903 814365294 501(C)(3) 7500 0 GENERAL SUPPORT PREDATOR HEALING PROJECT INC 175 HUTTON RANCH ROAD STE 103 KALISPELL MT 59901 862233909 501(C)(3) 25000 0 GENERAL SUPPORT PROJECT WHITEFISH KIDS PO BOX 2010 WHITEFISH MT 59937 810526331 501(C)(3) 423979 0 GENERAL SUPPORT RAVENWOOD OUTDOOR LEARNING CENTER PO BOX 1314 WHITEFISH MT 59937 810537457 501(C)(3) 37535 0 GENERAL SUPPORT ROMBI WRESTLING FOUNDATION PO BOX 485 COLUMBIA FALLS MT 59912 473820430 501(C)(3) 6000 0 GENERAL SUPPORT ROTARY DISTRICT 5390 FOUNDATION PO BOX 922 POLSON MT 59860 753108138 501(C)(3) 10000 0 GENERAL SUPPORT RUBY HABITAT PO BOX 638 SHERIDAN MT 59749 450487621 501(C)(3) 10000 0 GENERAL SUPPORT SAMARITAN HOUSE PO BOX 592 KALISPELL MT 59903 810466186 501(C)(3) 157006 0 GENERAL SUPPORT SEMPER FI FUND 825 COLLEGE BLVC STE 102 OCEANSIDE CA 92057 260086305 501(C)(3) 7500 0 VETERANS SUPPORT FUND SHEPHERD'S HAND CLINIC 5150 RIVER LAKES PARKWAY WHITEFISH MT 59937 371603581 501(C)(3) 81930 0 GENERAL SUPPORT SILICON VALLEY COMMUNITY FOUNDATION 2440 WEST EL CAMINO REAL 300 MOUNTAIN VIEW CA 94040 208205488 501(C)(3) 150000 0 GENERAL SUPPORT SNOW DANCE SKI ASSOCIATION INCE PO BOX 1121 HAVRE MT 59501 810488414 501(C)(3) 10000 0 GENERAL SUPPORT SOMERS VOLUNTEER FIREFIGHTERS ASSOCIATION PO BOX 187 SOMERS MT 59932 810498292 501(C)(3) 7200 0 GENERAL SUPPORT SOUTH KALISPELL VOLUNTEER FIREFIGHERS ASSOCIATION PO BOX 621 KALISPELL MT 59903 300645503 501(C)(3) 9900 0 GENERAL SUPPORT SOUTHERN CALIFORNIA TENNIS ASSOCIATION FOUNDATION PO BOX 240015 LOS ANGELES CA 90024 954112667 501(C)(3) 10000 0 GENERAL SUPPORT SPARROW'S NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 472120103 501(C)(3) 166199 0 FACILITY RENOVATION, GENERAL SUPPORT STUMPTOWN ART STUDIO PO BOX 4938 WHITEFISH MT 59937 810509671 501(C)(3) 65060 0 EQUIPMENT NEEDS, GENERAL SUPPORT SWAGAR FOUNDATION 107 EAST OAK STREET 310 BOZEMAN CA 59715 863363766 501(C)(3) 11000 0 GENERAL SUPPORT TAMARACK GRIEF RESOURCE CENTER 516 SOUTH ORANGE MISSOULA MT 59801 262278278 501(C)(3) 23774 0 GENERAL SUPPORT THE NURTURING CENTER 146 3RD AVENUE WEST KALISPELL MT 59901 810383437 501(C)(3) 51558 0 GENERAL SUPPORT THE ROTARY FOUNDATION OF ROTARY INTERNATIONAL 1560 SHERMAN AVE EVANSTOWN IL 60201 363245072 501(C)(3) 10000 0 GENERAL SUPPORT THE VITAL GROUND FOUNDATION INC 20 FORT MISSOULA ROAD MISSOULA MT 59804 870483446 501(C)(3) 12250 0 GRIZZLY HABITAT, GENERAL SUPPORT TROUT UNLIMITED PO BOX 1378 LIVINGSTON MT 59047 237184515 501(C)(3) 14832 0 GENERAL SUPPORT TWO BEAR THERAPEUTIC RIDING CENTER 1700 KM RANCH ROAD WHITEFISH MT 59937 320570639 501(C)(3) 50558 0 GENERAL SUPPORT UKRAINE RELIEF EFFORT PO BOX 3043 BOZEMAN MT 59772 881593315 501(C)(3) 10000 0 GENERAL SUPPORT UNITED STATES NAVAL ACADEMY FOUNDATION 247 KING GEORGE STREET ANNAPOLIS MD 21402 237003516 501(C)(3) 40000 0 GENERAL SUPPORT UNIVERISTY OF MONTANA FOUNDATION 9250 ARTHUR AVENUE MISSOULA MT 59801 810362989 501(C)(3) 21650 0 GENERAL SUPPORT USHIRIKA FOUNDATION INC 1529 ELK VIEW RD LARKSPUR CO 80118 932045084 501(C)(3) 25000 0 GENERAL SUPPORT VALLEY NEIGHBORS OF THE FLATHEAD PO BOX 1024 KALISPELL MT 59903 862676456 501(C)(3) 7000 0 GENERAL SUPPORT VIOLENCE FREE CRISIS LINE - ABBIE SHELTER PO BOX 1401 KALISPELL MT 59903 810361221 501(C)(3) 199673 0 FACILITY UPGRADE, GENERAL SUPPORT WHITEFISH COMMUNITY AQUATIC AND HEALTH CENTER 1250 BAKER AVE WHITEFISH MT 59937 810495124 501(C)(3) 6000 0 GENERAL SUPPORT WHITEFISH COMMUNITY CENTER 121 E 2ND ST WHITEFISH MT 59937 816034513 501(C)(3) 61950 0 EQUIPMENT NEEDS, GENERAL SUPPORT WHITEFISH COMMUNITY SCHOOL 805 PARK AVE 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BOX 1417 WHITEFISH MT 59937 203135697 501(C)(3) 69975 0 GENERAL SUPPORT WHITEFISH SKATEPARK ASSOCIATION 836 10TH ST WEST COLUMBIA FALLS MT 59912 872147184 501(C)(3) 73055 0 GENERAL SUPPORT WHITEFISH THEATRE COMPANY ONE CENTRAL AVENUE WHITEFISH MT 59937 810381173 501(C)(3) 160095 0 GENERAL SUPPORT WHITEFISH VETERANS SUPPORT TEAM PO BOX 5512 WHITEFISH MT 59937 472873695 501(C)(3) 13400 0 GENERAL SUPPORT WINGS REGIONAL CANCER SUPPORT INC PO BOX 7852 KALISPELL MT 59901 841423019 501(C)(3) 40095 0 GENERAL SUPPORT WINTERLAND FILM FESTIVAL AND TECHNOLOGY SUMMIT 643 DENVER ST SUITE 100 WHITEFISH MT 59937 810509946 501(C)(3) 10000 0 GENERAL SUPPORT WRITING COACHES OF MONTANA PO BOX 7592 MISSOULA MT 59807 204424994 501(C)(3) 6000 0 GENERAL SUPPORT YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 840385934 501(C)(3) 10000 0 GENERAL SUPPORT PART I, LINE 2: THE WHITEFISH COMMUNITY FOUNDATION GRANTS COMMITTEE FOLLOWS UP ON GRANT AWARDS BY REQUESTING SUBMISSION OF A LETTER EXPLAINING HOW THE PAST FUNDING WAS USED AND HOW IT HELPED THE ORGANIZATION. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. X 49 1794942 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE WHITEFISH COMMUNITY FOUNDATION'S PRESIDENT AND CFO ARE CHARGED WITH REVIEWING THE IRS FORM 990 AND REPORTING ON IT TO THE BOARD OF DIRECTORS PRIOR TO FILING AT A QUARTERLY BOARD MEETING. THE 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO THE BOARD MEETING, AND IT IS DISCUSSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, AT THE JANUARY BOARD MEETING, A NEW CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS HANDED OUT TO ALL BOARD OF DIRECTORS WHO ARE INSTRUCTED TO COMPLETE THE FORM AND RETURN IT BY THE FOLLOWING WEEK TO THE PRESIDENT. THE DISCLOSURES ARE KEPT ON FILE IN THE WHITEFISH COMMUNITY FOUNDATION OFFICE. WHENEVER THERE IS A VOTE ON AN ITEM WHERE A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER IS ASKED TO RECUSE THEMSELVES FROM THE VOTE. THE PRESIDENT REVIEWS THE DISCLOSURES AND CONSULTS WITH THE BOARD CHAIR IF THERE IS CONCERN. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT IS EMPLOYED UNDER A WRITTEN LETTER OF OFFER THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE EMPLOYMENT LETTER IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT TO THE COMMUNITY STATES THAT THE FINANCIAL REPORTS AND 990'S ARE AVAILABLE UPON REQUEST. THE 990 IS ALSO AVAILABLE ON THE WEBSITE HOME PAGE AND ON GUIDESTAR.COM. THE FOUNDATION SENDS THE ANNUAL REPORT TO ITS MAILING LIST OF 1100 ADDRESSES AND ANNOUNCES IT THROUGH A PRESS RELEASE AND ADVERTISEMENT IN THE LOCAL PAPER. ANNUAL REPORTS ARE ALSO DISTRIBUTED ON INFORMATION STANDS AROUND THE CITY OF WHITEFISH. FORM 990 PAGE 12 PART XII LINE 2C THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSEEING THE FINANCIAL STATEMENT REVIEW PROCESS.