STRATEGY STUDIO / PUBLIC DATA EXPLORER

MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202413199349104066
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-14T14:01:16-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194019PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466854005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTANA HEALTHCARE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone4064517060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1777 EAST MAIN ST 201AddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL COOKPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4064517060PhoneNum
Signature2024-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2024-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$253,025,316FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$129,337InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$129,337InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,019,732DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,569,389DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$340,684GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$340,684GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$243,589NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$4,503,637NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$56,597,404GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,038,521CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$52,797OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$183,329OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,046,337TotalRevAndExpnssAmt
Total Net Invst Incm$11,261,260TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$543,437CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$59,893CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$483,544CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,930,376OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$52,043OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,786,417OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$474,543PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$14,826PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$395,771PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,557LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$14,557LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$97,715AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$27,423AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$65,768AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$328,772OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$326,678OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,094OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$302,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$54,612TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$113,520DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$290,762OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$17,446OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$273,316OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$163,232TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$8,535TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$154,697TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,114,333OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,451,372OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,941,824OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,373,247TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,012,828TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,117,988TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,407,409ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,580,939ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,780,656TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,012,828TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,698,927TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,734,319ExcessRevenueOverExpensesAmt
Net Investment Income$9,248,432NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$376,361CashBOYAmt
Cash EOY$229,796CashEOYAmt
Cash EOYFMV$229,796CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,105,143SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,134,620SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,134,620SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$97,470AcctRcvblAmt
Acct Rcvbl BOY$69,786AcctRcvblBOYAmt
Acct Rcvbl EOY$97,470AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$97,470AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$16,805PrepaidExpensesBOYAmt
Prepaid Expenses EOY$46,861PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$46,861PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$78,542,752CorporateStockBOYAmt
Corporate Stock EOY$78,952,695CorporateStockEOYAmt
Corporate Stock EOYFMV$78,952,695CorporateStockEOYFMVAmt
Corporate Bonds BOY$18,492,340CorporateBondsBOYAmt
Corporate Bonds EOY$18,362,615CorporateBondsEOYAmt
Corporate Bonds EOYFMV$18,362,615CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$6,602,734InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$193,002InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$6,506,233LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$6,409,732LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$9,623,617LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$120,806,213OtherInvestmentsBOYAmt
Other Investments EOY$126,032,684OtherInvestmentsEOYAmt
Other Investments EOYFMV$126,032,684OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,626,834LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$255,284LandBldgEquipAccumDeprecAmt
Land BOY$884,152LandBOYAmt
Land EOY$1,371,550LandEOYAmt
Land EOYFMV$1,371,550LandEOYFMVAmt
Other Assets BOY$515,189OtherAssetsBOYAmt
Other Assets EOY$2,173,408OtherAssetsEOYAmt
Other Assets EOYFMV$2,173,408OtherAssetsEOYFMVAmt
Total Assets BOY$239,314,974TotalAssetsBOYAmt
Total Assets EOY$249,811,431TotalAssetsEOYAmt
Total Assets EOYFMV$253,025,316TotalAssetsEOYFMVAmt
Accounts Payable BOY$96,418AccountsPayableBOYAmt
Accounts Payable EOY$345,066AccountsPayableEOYAmt
Grants Payable BOY$3,940,282GrantsPayableBOYAmt
Grants Payable EOY$3,766,753GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$575,891OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,036,700TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,687,710TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$235,278,274NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$245,123,721NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$235,278,274TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$245,123,721TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$239,314,974TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$249,811,431TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$235,278,274TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,734,319ExcessRevenueOverExpensesAmt
Other Increases$13,579,766OtherIncreasesAmt
Subtotal$245,123,721SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$245,123,721TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2022-01-012023-12-31$20,501,459$16,310,038$4,191,421$4,191,421
DIRECT FOREIGN INVESTMENTSP2022-01-012023-12-31$1,342,415$1,183,401$159,014$159,014
FIRST AM GOVT OB FDP2022-01-012023-12-31$25,751,404$25,751,404$0$0
CAPITAL GAIN FROM SCHEDULE K-1P2022-01-012023-12-31$9,002,126$7,314,040$1,688,086$1,688,086
FieldValueIRS element (for citing)
Capital Gain Net Income$6,038,521CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$128,553InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$128,553SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$128,553TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$94,142EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$80,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$174,142TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$45,589OverpaymentAmt
Applied To ES Tax$45,589AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 AddressWWW.MTHF.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CAROL FARRISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4064517060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1777 EAST MAIN ST 201AddressLine1Txt
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JUDITH LAPAN
777 EAST MAIN SUITE 201BOZEMANMT59715CHAIR10.00$36,000$0$0
PAUL COOK
777 EAST MAIN SUITE 201BOZEMANMT59715VICE-CHAIR8.00$36,000$0$0
WILLIAM UNDERRINER
777 EAST MAIN SUITE 201BOZEMANMT59715TREASURER12.00$36,000$0$0
GERALD GRAY
777 EAST MAIN SUITE 201BOZEMANMT59715SECRETARY9.00$36,000$0$0
MICHAEL HARRINGTON
777 EAST MAIN SUITE 201BOZEMANMT59715TRUSTEE8.00$36,000$0$0
JOANNE PIEPER
777 EAST MAIN SUITE 201BOZEMANMT59715TRUSTEE9.00$36,000$0$0
DENIS PRAGER
777 EAST MAIN SUITE 201BOZEMANMT59715TRUSTEE2.30$6,000$0$0
AARON WERNHAM
777 EAST MAIN SUITE 201BOZEMANMT59715CEO40.00$321,437$34,687$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SCOTT MALLOY
777 EAST MAIN SUITE 201BOZEMANMT59715PROGRAM DIRECTOR40.00$162,162$24,809$0
TRESSIE WHITE
777 EAST MAIN SUITE 201BOZEMANMT59715PROGRAM DIRECTOR40.00$153,549$24,551$0
KIELY HOUSTON
777 EAST MAIN SUITE 201BOZEMANMT59715DATA & EVALUATION MA40.00$153,074$22,432$0
PRICE KLAAS
777 EAST MAIN SUITE 201BOZEMANMT59715OPERATIONS DIRECTOR40.00$145,991$23,303$0
TRACY MENUEZ
777 EAST MAIN SUITE 201BOZEMANMT59715SENIOR PROGRAM OFFIC40.00$130,884$20,828$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k7OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JG RESEARCH & EVALUATION
2103 BRIDGER DRBOZEMANMT59715EVALUATION$323,700
NEPC LLC
DEPARTMENT 3570 BOX 4110WOBURNMA018884110INVESTMENT CONSULTING$212,358
CLAUSE LAW PLLC
829 11TH ST NORTHEASTWASHINGTONDC20002PROGRAM PLANNING$202,053
LANGLAS & ASSOCIATES
PO BOX 11074BOZEMANMT59719CONSTRUCTION$183,945
MANATT PHELPS & PHILLIPS
7 TIMES SQUARENEW YORKNY10036RESEARCH$151,000
FieldValueIRS element (for citing)
Contractor Paid Over50k5ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1IMPLEMENTING MODELS OF INTEGRATED CARE: SEE STATEMENT 17Description1Txt
Expenses1$2,919,667Expenses1Amt
Description2LEADERSHIP & EXPERTISE: SEE STATEMENT 17Description2Txt
Expenses2$2,314,568Expenses2Amt
Description3CONVENING: SEE STATEMENT 17Description3Txt
Expenses3$854,023Expenses3Amt
Description4POLICY ANALYSIS: SEE STATEMENT 17Description4Txt
Expenses4$601,000Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO FOUR BANDS COMMUNITY FUND (FBCF), AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE PURPOSE OF THE LOAN IS TO ENABLE FBCF TO CONTRIBUTE THE FOUNDATION'S LOAN PROCEEDS TO MOUNTAIN PLAINSREGIONAL NATIVE CDFI COALITION TO ESTABLISH A REGIONAL REVOLVING LOAN FUND (RLF). ACCESS TO CAPITAL, A CORE TENANT OF THE INDIGENOUS FINANCE INDUSTRY, IS THE SEED FOR GROWTH STRATEGIES DESIGNED TO LIFT STRUGGLING NATIVE ECONOMIES AND CLOSE THE RACIAL WEALTH GAP. THE RLF WILL ACT AS A VEHICLEOF ECONOMIC GROWTH THAT DRIVES BUSINESS DEVELOPMENT AND QUALITY JOB CREATION.Description1Txt
Expenses1$300,000Expenses1Amt
Description2THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN WITH 2% INTEREST TO HOMEWORD, INC. HOMEWARD IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WHOSE MISSION IS WITH A MISSION OF BUILDING AND PRESERVING AFFORDABLE HOUSING (PROGRAM). THE FOUNDATION HAS DETERMINED THAT FINANCIAL SUPPORT OF THE PROGRAM IS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE TO IMPROVE THE HEALTH AND WELL-BEING OF ALL MONTANANS. THE LOAN FUNDS WILL BE USED TO ACQUIRE AND REHABILITATE CREEKSIDE APARTMENTS IN MISSOULA, MONTANA. CREEKSIDE APARTMENTS IS A 161-UNIT LOW-INCOME HOUSING TAX CREDIT (LIHTC) DEVELOPMENT. THE APARTMENTS ARE A MIX OF STUDIOS, ONE, TWO, AND THREE BEDROOMS, TARGETED TO HOUSEHOLDS EARNING BETWEEN 50 AND 60% OF AREA MEDIAN INCOME (AMI). REHABILITATION OF THE APARTMENT IS NECESSARY TO KEEP THE PROJECT IN THE AFFORDABILITY PROGRAM.Description2Txt
Expenses2$300,000Expenses2Amt
All Other Program Rltd Invst Tot$500,000AllOtherProgramRltdInvstTotAmt
Total$1,100,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$97,259,642AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,447,622AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$128,617,405FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$241,324,669TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$241,324,669AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,619,870CashDeemedCharitableAmt
Net Vl Noncharitable Assets$237,704,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,885,240MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,885,240MinimumInvestmentReturnAmt
Tax Based On Investment Income$128,553TaxBasedOnInvestmentIncomeAmt
Income Tax$4,727IncomeTaxAmt
Total Tax$133,280TotalTaxAmt
Distributable Before Adj$11,751,960DistributableBeforeAdjAmt
Recoveries Qualfied Distri$47,004RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,798,964DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,798,964DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,698,927ExpensesAndContributionsAmt
Program Related Invst Total$1,100,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$614,033CharitableAssetsAcquisPaidAmt
Qualifying Distributions$12,412,960QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,798,964DistributableAsAdjustedAmt
Undistributed Income PY$11,106,986UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$12,412,960QualifyingDistributionsAmt
Applied To Year1$11,106,986AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,305,974AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$10,492,990UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMONTANA HEALTHCARE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1777 E MAIN SUITE 201AddressLine1Txt
CityBOZEMANCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59715ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4064517060RecipientPhoneNum
Form And Info And MaterialsVISIT WWW.MTHF.ORG FOR APPLICATION INFORMATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesVISIT WWW.MTHF.ORG FOR SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsVISIT WWW.MTHF.ORG FOR FUNDING RESTRICTIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (193 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION INC
25 W SILVER STBUTTEMT59701PCBUTTE HOUSING IS HEALTHCARE (HIH)PERMANENT SUPPORTIVE HOUSING PROJECT$12,500
ALL NATIONS HEALTH CENTER
830 WEST CENTRAL AVEMISSOULAMT59801PCALL NATIONS ROADMAP TO SUCCESS$75,000
ALL NATIONS HEALTH CENTER
830 WEST CENTRAL AVEMISSOULAMT59801PCALL NATIONS ROADMAP TO SUCCESS$11,804
ALLIANCE FOR YOUTH INC
3300 3RD ST NE PO BOX 2928GREAT FALLSMT594032982PCRECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE$37,500
ALTERNATIVES INC
1001 S 27TH STREETBILLINGSMT59101PCHIGH RISK TARGET CASE MANAGEMENT PILOT PROJECT$25,000
ALTERNATIVES INC
1001 S 27TH STREETBILLINGSMT59101PCHIGH RISK TARGET CASE MANAGEMENT PILOT PROJECT$25,000
BARRETT HOSPITAL AND HEALTHCARE
600 HWY 91 SOUTHDILLONMT59725PCBEHAVIORAL HEALTH CONSOLIDATION GRANT$25,000
BARRETT HOSPITAL AND HEALTHCARE
600 HWY 91 SOUTHDILLONMT59725PCBEHAVIORAL HEALTH CONSOLIDATION GRANT$25,000
BEHAVIORAL HEALTH ALLIANCE OF MONTANA
PO BOX 7635MISSOULAMT59807PCSUSTAINABLE OPERATING FUNDING FOR FY2024$50,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008GREAT FALLSMT59406PCMEADOWLARK INITIATIVE - BENEFIS HOSPITALS$25,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008GREAT FALLSMT59406PCMEADOWLARK INITIATIVE - BENEFIS HOSPITALS$25,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008GREAT FALLSMT59406PCADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA$50,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008GREAT FALLSMT59406PCADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA$50,000
BIG FORK SCHOOL DISTRICT
PO BOX 188BIGFORKMT59911GOVBIGFORK SCHOOL - STRENGTHENING PARTNERSHIPS TO IMPROVE STUDENT HEALTH OUTCOMES$25,000
BIG SKY PASSENGER RAIL AUTHORITY
100 N 27TH ST SUITE 600 DBILLINGSMT59101GOVENGAGING TRIBAL AND RURAL COMMUNITIES IN THE DEVELOPMENT OF PASSENGER RAIL SERVICES IN SOUTHERN MONTANA$12,500
BIG SKY PASSENGER RAIL AUTHORITY
100 N 27TH ST SUITE 600 DBILLINGSMT59101GOVENGAGING TRIBAL AND RURAL COMMUNITIES IN THE DEVELOPMENT OF PASSENGER RAIL SERVICES IN SOUTHERN MONTANA$12,500
BILLINGS CLINIC
2917 TENTH AVE N BOX 31031BILLINGSMT591071031PCREGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT$50,000
BILLINGS CLINIC
2917 TENTH AVE N BOX 31031BILLINGSMT591071031PCREGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT$50,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866BROWNINGMT59417GOVBLACKFEET HOME VISITING GRANT TO SUPPORT GRANT WRITER$6,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866BROWNINGMT59417GOVBLACKFEET MEADOWLARK INITIATIVE$25,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866BROWNINGMT59417GOVSOUTHERN PIEGAN SCHOOL HEALTH - TELEHEALTH$50,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866BROWNINGMT59417GOVBLACKFEET MEADOWLARK INITIATIVE$25,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866BROWNINGMT59417GOVSOUTHERN PIEGAN SCHOOL HEALTH - TELEHEALTH$50,000
BLACKFEET TRIBE OF THE BLACKFEET INDIAN RESERVATION
640 ALL CHIEFS RD PO BOX 850BROWNINGMT59417GOVBLACKFEET RESPONSIBLE PARENTING PROJECT$6,250
BLACKFEET TRIBE OF THE BLACKFEET INDIAN RESERVATION
640 ALL CHIEFS RD PO BOX 850BROWNINGMT59417GOVBLACKFEET RESPONSIBLE PARENTING PROJECT$6,250
BROADWATER COUNTY PUBLIC HEALTH DEPARTMENT
124 N CEDAR STREETTOWNSENDMT59644GOVBROADWATER COUNTY PUBLIC HEALTH CRISIS RESOURCE COORDINATION$18,500
BROWNING PUBLIC SCHOOLS
129 1ST AVE SEBROWNINGMT59417GOVBROWNING PUBLIC SCHOOL STAFF & STUDENTS WELLNESS PROJECT$31,250
BROWNING PUBLIC SCHOOLS
129 1ST AVE SEBROWNINGMT59417GOVBROWNING PUBLIC SCHOOL STAFF & STUDENTS WELLNESS PROJECT$6,250
BUTTE SPIRIT CENTER
609 WEST GALENA STREETBUTTEMT59701PCBUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME$25,000
BUTTE SPIRIT CENTER
609 WEST GALENA STREETBUTTEMT59701PCBUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME$25,000
CARROLL COLLEGE MASTER OF SOCIAL WORK PROGRAM
1601 N BENTON AVEHELENAMT59625PCA COMMUNITY COLLABORATION TO ADVANCE INTEGRATED BEHAVIORAL HEALTHCARE TO MONTANA'S INDIGENOUS COMMUNITIES$12,423
CARROLL COLLEGE MASTER OF SOCIAL WORK PROGRAM
1601 N BENTON AVEHELENAMT59625PCA COMMUNITY COLLABORATION TO ADVANCE INTEGRATED BEHAVIORAL HEALTHCARE TO MONTANA'S INDIGENOUS COMMUNITIES$12,423
CHILDREN'S CLINIC OF BILLINGS
3401 AVENUE EBILLINGSMT59102NCEXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS$17,500
CHILDREN'S CLINIC OF BILLINGS
3401 AVENUE EBILLINGSMT59102NCEXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS$17,500
CLARK FORK VALLEY HOSPITAL
10 KRUGER ROAD PO BOX 768PLAINSMT59859PCCLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY$31,250
CLARK FORK VALLEY HOSPITAL
10 KRUGER ROAD PO BOX 768PLAINSMT59859PCCLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY$31,250
COLUMBIA FALLS SCHOOL DISTRICT #6
PO BOX 1259COLUMBIA FALLSMT99999PCHOME - HEALTH OUTCOMES MADE EASY$12,500
COLUMBIA FALLS SCHOOL DISTRICT #6
PO BOX 1259COLUMBIA FALLSMT99999PCHOME - HEALTH OUTCOMES MADE EASY$12,500
COMMUNITY ACTION PARTNERSHIP OF NORTHWEST MONTANA
PO BOX 88KALISPELLMT59901PCSUPPORTIVE HOUSING UNITS FOR FREQUENT USER SYSTEM ENGAGEMENT (FUSE) OR LIKE POPULATIONS$24,998
COMMUNITY ACTION PARTNERSHIP OF NORTHWEST MONTANA
PO BOX 88KALISPELLMT59901PCSUPPORTIVE HOUSING UNITS FOR FREQUENT USER SYSTEM ENGAGEMENT (FUSE) OR LIKE POPULATIONS$24,998
COMMUNITY FOOD & AGRICULTURE COALITION
PO BOX 7025MISSOULAMT59807PCTHE MONTANA PRODUCE PRESCRIPTION COLLABORATIVE (MTPRX): MAINSTREAMING GRASSROOTS PROJECTS TO UNDERSTAND PROGRAM IMPACTS ON DIABETES AND CHOLESTEROL$23,500
COMMUNITY MEDICAL CENTER
2827 FORT MISSOULA ROADMISSOULAMT59804NCCOMMUNITY MEDICAL CENTER'S CONSOLIDATION GRANT$22,500
COMMUNITY MEDICAL CENTER
2827 FORT MISSOULA ROADMISSOULAMT59804NCCOMMUNITY MEDICAL CENTER'S CONSOLIDATION GRANT$22,500
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129CROW AGENCYMT59022GOVCROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING$25,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129CROW AGENCYMT59022GOVCROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING$25,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129CROW AGENCYMT59022GOVCROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING$25,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129CROW AGENCYMT59022GOVCROW NATION STRATEGY FOR A SACRED WAY OF LIFE$47,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129CROW AGENCYMT59022GOVCROW NATION STRATEGY FOR A SACRED WAY OF LIFE$34,500
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129CROW AGENCYMT59022GOVCROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING$25,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129CROW AGENCYMT59022GOVCROW NATION STRATEGY FOR A SACRED WAY OF LIFE$34,500
DODSON SCHOOL DISTRICT
PO BOX 278DODSONMT59524GOVDODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN$12,500
DODSON SCHOOL DISTRICT
PO BOX 278DODSONMT59524GOVDODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN$12,500
EVERGREEN SCHOOL DISTRICT 50
18 WEST EVERGREENKALISPELLMT59901GOVSCHOOL AND HEALTH COMMUNITY LIAISON$18,750
EVERGREEN SCHOOL DISTRICT 50
18 WEST EVERGREENKALISPELLMT59901GOVSCHOOL AND HEALTH COMMUNITY LIAISON$18,750
FLATHEAD CITY-COUNTY HEALTH DEPARTMENT
1035 FIRST AVENUE WESTKALISPELLMT59901GOVFLATHEAD COUNTY IMPLEMENTATION GRANT$25,000
FLATHEAD CITY-COUNTY HEALTH DEPARTMENT
1035 FIRST AVENUE WESTKALISPELLMT59901GOVFLATHEAD COUNTY IMPLEMENTATION GRANT$25,000
FORT BELKNAP TRIBAL HEALTH
656 AGENCY MAIN STREETHARLEMMT59526GOVSCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT$60,000
FORT BELKNAP TRIBAL HEALTH
656 AGENCY MAIN STREETHARLEMMT59526GOVSCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT$60,000
FORT PECK TRIBAL HEALTH DEPARTMENT
PO BOX 1027POPLARMT59255GOVFORT PECK TRIBES AND ROOSEVELT COUNTY CRISIS COALITION PLANNING GRANT PROJECT$17,500
GALLATIN COUNTY
311 WEST MAIN STREET SUITE 304BOZEMANMT59715GOVGALLATIN REGIONAL DAY TREATMENT SCHOOL$25,000
GALLATIN COUNTY
311 WEST MAIN STREET SUITE 304BOZEMANMT59715GOVGALLATIN REGIONAL DAY TREATMENT SCHOOL$25,000
GALLATIN COUNTY
311 WEST MAIN STREET SUITE 304BOZEMANMT59715GOVGALLATIN BEHAVIORAL HEALTH COALITION$37,500
GALLATIN COUNTY
311 WEST MAIN STREET SUITE 304BOZEMANMT59715GOVGALLATIN BEHAVIORAL HEALTH COALITION$37,500
HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION
318-320 N LAST CHANCE GULCH STE 2CHELENAMT59601PCBUILDING BRIDGES FOR BETTER BIRTHS$5,000
HELENA INDIAN ALLIANCE
501 EUCLID AVENUEHELENAMT59601PCLEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH$31,250
HELENA INDIAN ALLIANCE
501 EUCLID AVENUEHELENAMT59601PCHELENA INDIAN ALLIANCE (HIA) INTEGRATED BEHAVIORAL HEALTH (IBH)$37,497
HELENA INDIAN ALLIANCE
501 EUCLID AVENUEHELENAMT59601PCHELENA INDIAN ALLIANCE (HIA) INTEGRATED BEHAVIORAL HEALTH (IBH)$37,497
HELENA INDIAN ALLIANCE
501 EUCLID AVENUEHELENAMT59601PCLEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH$31,250
HELENA SCHOOL DISTRICT
1325 POPLAR STHELENAMT596010939GOVHELENA PUBLIC SCHOOLS SCHOOL BASED HEALTH CLINIC (SBHC) IMPLEMENTATION GRANT.$37,500
HOPA MOUNTAIN
234 E BABCOCK SUITE EBOZEMANMT59715PCLOCAL FOOD FOR LOCAL FAMILIES$25,000
HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACYBOZEMANMT59715PCQUALITY IMPROVEMENTS IN SUPPORTIVE HOUSING$25,000
INDIAN FAMILY HEALTH CLINIC
1220 CENTRAL AVEGREAT FALLSMT59401PCINDIAN FAMILY HEALTH CLINIC (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH$25,000
INDIAN FAMILY HEALTH CLINIC
1220 CENTRAL AVEGREAT FALLSMT59401PCSTRENGTHENING URBAN INDIAN HEALTH CARE$25,000
INDIAN FAMILY HEALTH CLINIC
1220 CENTRAL AVEGREAT FALLSMT59401PCINDIAN FAMILY HEALTH CLINIC (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH$25,000
INDIAN FAMILY HEALTH CLINIC
1220 CENTRAL AVEGREAT FALLSMT59401PCSTRENGTHENING URBAN INDIAN HEALTH CARE$40,900
INDIAN FAMILY HEALTH CLINIC
1220 CENTRAL AVEGREAT FALLSMT59401PCSTRENGTHENING URBAN INDIAN HEALTH CARE$43,500
KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
310 SUNNYVIEW LANEKALISPELLMT59901PCLOGAN HEALTH SCHOOL BASED HEALTH CLINIC (SBHC) MOBILE CLINIC$49,999
KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
310 SUNNYVIEW LANEKALISPELLMT59901PCLOGAN HEALTH MEDICAL CLINIC (LHMC) MEADOWLARK PHASE 3$25,000
KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
310 SUNNYVIEW LANEKALISPELLMT59901PCLOGAN HEALTH MEDICAL CLINIC (LHMC) MEADOWLARK PHASE 3$25,000
KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
310 SUNNYVIEW LANEKALISPELLMT59901PCLOGAN HEALTH SCHOOL BASED HEALTH CLINIC (SBHC) MOBILE CLINIC$49,999
L'ESPRIT
111 NORTH THIRD STREETLIVINGSTONMT59047NCMONTANA ASSERTIVE COMMUNITY TREATMENT (MACT) IN PARK AND SWEET GRASS COUNTY$31,250
L'ESPRIT
111 NORTH THIRD STREETLIVINGSTONMT59047NCMONTANA ASSERTIVE COMMUNITY TREATMENT (MACT) IN PARK AND SWEET GRASS COUNTY$31,250
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WESTGREAT FALLSMT59404GOVSTRATEGIC PLANNING SITE VISIT$12,000
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WESTGREAT FALLSMT59404GOVSTRATEGIC PLANNING SITE VISIT$30,000
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WESTGREAT FALLSMT59404GOVLITTLE SHELL TRIBE FOOD SECURITY & FOOD SOVEREIGNTY$25,000
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WESTGREAT FALLSMT59404GOVLITTLE SHELL TRIBE FOOD SECURITY & FOOD SOVEREIGNTY$25,000
LOGAN HEALTH CUT BANK
802 2ND ST SECUT BANKMT59427PCLOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC$50,000
LOGAN HEALTH CUT BANK
802 2ND ST SECUT BANKMT59427PCLOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC$50,000
MADISON VALLEY HOSPITAL ASSOCIATION
305 N MAINENNISMT59729PCINTEGRATED BEHAVIORAL HEALTH$25,000
MARIAS HEALTHCARE SERVICES INC
PO BOX 990SHELBYMT59474PCMARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION$71,570
MARIAS HEALTHCARE SERVICES INC
PO BOX 990SHELBYMT59474PCMARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION$71,570
MINERAL COMMUNITY HOSPITAL
1208 6TH AVENUE EASTSUPERIORMT59872PCMINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH$20,833
MINERAL COMMUNITY HOSPITAL
1208 6TH AVENUE EASTSUPERIORMT59872PCMINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH$20,833
MISSOULA COUNTY PUBLIC SCHOOLS
915 SOUTH AVENUE WMISSOULAMT59801GOVINTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE$18,750
MISSOULA COUNTY PUBLIC SCHOOLS
915 SOUTH AVENUE WMISSOULAMT59801GOVINTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE$18,750
MONTANA BUDGET AND POLICY CENTER
15 WEST 6TH AVENUE 3EHELENAMT59601PCGENERAL OPERATING GRANT$37,500
MONTANA BUDGET AND POLICY CENTER
15 WEST 6TH AVENUE 3EHELENAMT59601PCGENERAL OPERATING GRANT$37,500
MONTANA CONSORTIUM FOR URBAN INDIAN HEALTH
7 W 6TH AVE SUITE 4-EHELENAMT59601PCMONTANA CONSORTIUM FOR URBAN INDIAN HEALTH (MCUIH) WORKFORCE PIPELINE PROGRAM$25,000
MONTANA CONTINUUM CARE COALITION
2825 STOCKYARD ROAD UNIT I-1MISSOULAMT59808PCMONTANA COORDINATED ENTRY SYSTEM (CES) AND LOCAL/TRIBAL CONTINUUM CAPACITY-BUILDING AND ENGAGEMENT PROJECT$19,350
MONTANA CONTINUUM CARE COALITION
2825 STOCKYARD ROAD UNIT I-1MISSOULAMT59808PCMONTANA COORDINATED ENTRY SYSTEM (CES) AND LOCAL/TRIBAL CONTINUUM CAPACITY-BUILDING AND ENGAGEMENT PROJECT$19,350
MONTANA COOPERATIVE DEVELOPMENT CENTER
410 CENTRAL AVE SUITE 429GREAT FALLSMT59403PCADVANCING COOPERATIVE INITIATIVES IN MONTANA COMMUNITIES$25,000
MONTANA FREE PRESS
PO BOX 1425HELENAMT59624PCHEALTH CARE REPORTING FOR MONTANANS$25,000
MONTANA FREE PRESS
PO BOX 1425HELENAMT59624PCHEALTH CARE REPORTING FOR MONTANANS$25,000
MONTANA HEALTH NETWORK HEALTH INC
519 PLEASANT STREETMILES CITYMT59301NCEASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT$46,620
MONTANA HOMEOWNERSHIP NETWORK DBA NEIGHBORWORKS MONTANA
PO BOX 1025GREAT FALLSMT59403GOVMONTANA NATIVE HOMEOWNERSHIP COALITION AND MONTANA HOUSING CONFERENCE$29,250
MONTANA INNOCENCE PROJECT
PO BOX 7607MISSOULAMT59807PCEXPLORATORY BEHAVIORAL HEALTH COLLABORATION FOR REENTERING COMMUNITY MEMBERS$25,000
MONTANA INNOCENCE PROJECT
PO BOX 7607MISSOULAMT59807PCEXPLORATORY BEHAVIORAL HEALTH COLLABORATION FOR REENTERING COMMUNITY MEMBERS$25,000
MONTANA MEDICAL ASSOCIATION FOUNDATION
2021 11TH AVENUE SUITE 1HELENAMT59601PCMONTANA PROFESSIONAL HEALTH AND WELLBEING PROGRAM$9,540
MONTANA MEDICAL ASSOCIATION FOUNDATION
2021 11TH AVENUE SUITE 1HELENAMT59601PCMONTANA PROFESSIONAL HEALTH AND WELLBEING PROGRAM$9,540
MONTANA PREVENTION CERTIFICATION BOARD
1201 S 4TH ST WMISSOULAMT598012441PCMONTANA PREVENTION CERTIFICATION ADMINISTRATION AND PROMOTION$35,000
MONTANA PUBLIC HEALTH INSTITUTE
235 SEGIAH WAYKALISPELLMT59901PCMONTANA PUBLIC HEALTH INSTITUTE START UP$200,000
MONTANA PUBLIC HEALTH INSTITUTE
235 SEGIAH WAYKALISPELLMT59901PCUNLOCKING THE PUBLIC HEALTH SYSTEMS POTENTIAL TO IMPROVE BEHAVIORAL HEALTH IN MONTANA AN ENVIRONMENTAL SCAN.$15,000
MONTANA PUBLIC HEALTH INSTITUTE
235 SEGIAH WAYKALISPELLMT59901PCMONTANA PUBLIC HEALTH INSTITUTE START UP$200,000
MONTANA STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS
309 MONTANA HALL PO BOX 172470BOZEMANMT597172470GOVLESSONS LEARNED FROM TRIBES AND URBAN INDIAN ORGANIZATION (UIO) RESPONSE TO COVID-19 PANDEMIC IN MONTANA$9,978
NACDC FINANCIAL SERVICES INC
PO BOX 3029BROWNINGMT59417PCFOUR BANDS WORKFORCE & PROFESSIONAL DEVELOPMENT$50,000
NAMIMT
PO BOX 1021HELENAMT59624PCNATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) MONTANA 2023-2024$25,000
NATIVE AMERICAN DEVELOPMENT CORPORATION
17 N 26TH ST SUITE 22BILLINGSMT59101PCINTEGRATED BEHAVIORAL HEALTH 2.0$25,000
NATIVE AMERICAN DEVELOPMENT CORPORATION
17 N 26TH ST SUITE 22BILLINGSMT59101PCINTEGRATED BEHAVIORAL HEALTH 2.0$25,000
NEIGHBORWORKS GREAT FALLS
509 1ST AVENUE SOUTHGREAT FALLSMT59401PCBAATZ BLOCK APARTMENTS$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE$50,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$25,000
NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH
PO BOX 67LAME DEERMT59043GOVNORTHERN CHEYENNE SCHOOL WELLNESS PROJECT$37,494
NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH
PO BOX 67LAME DEERMT59043GOVNORTHERN CHEYENNE SCHOOL WELLNESS PROJECT$37,494
NORTHERN MONTANA HEALTH CARE
30 13TH STREETHAVREMT59501PCMEADOWLARK INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL$43,750
NORTHERN MONTANA HEALTH CARE
30 13TH STREETHAVREMT59501PCMEADOWLARK INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL$43,750
NORTHERN MONTANA HEALTH CARE
30 13TH STREETHAVREMT59501PCINTEGRATED BEHAVIORAL HEALTH INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL$50,000
NORTHERN MONTANA HEALTH CARE
30 13TH STREETHAVREMT59501PCINTEGRATED BEHAVIORAL HEALTH INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL$50,000
ONE HEALTH
10 4TH STREET WHARDINMT59034PCSACRED FAMILIES BLAINE COUNTY$5,000
ONE HEALTH
10 4TH STREET WHARDINMT59034PCHARDIN ACREAGE PLANNING$25,000
OPPORTUNITIES INC
905 1ST AVENUE NORTHGREAT FALLSMT59403PCOPPORTUNITIES, INC'S FREQUENT USER SYSTEM ENGAGEMENT (FUSE) PARTNERSHIP PROGRAM$12,500
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WESTMISSOULAMT59802PCSUSTAINING AND EXPANDING THE FREQUENT USER SYSTEM ENGAGEMENT (FUSE) INITIATIVE IN MISSOULA, MT.$25,000
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WESTMISSOULAMT59802PCSTRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH$37,500
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WESTMISSOULAMT59802PCSTRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH$37,500
PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT
PO BOX 955LAME DEER MONTANAMT59043PCTHE PEOPLE'S GARDEN - EMPOWERING THE NORTHERN CHEYENNE COMMUNITY THROUGH SUSTAINABLE AGRICULTURE$25,000
PIONEER MEDICAL CENTER
PO BOX 1228BIG TIMBERMT59011PCCRISIS COALITION FORMATION, IMPROVEMENT, AND SUSTAINABILITY$20,000
PROVIDENCE MONTANA HEALTH FOUNDATION
502 W SPRUCE PO BOX 4587MISSOULAMT59802PCPROVIDENCE ST. JOSEPH MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH (IBH) CONSOLIDATION GRANT$12,500
PROVIDENCE MONTANA HEALTH FOUNDATION
502 W SPRUCE PO BOX 4587MISSOULAMT59802PCPROVIDENCE MONTANA INTEGRATED BEHAVIORAL HEALTH (IBH) CONTINUATION AND SPECIALTY CLINIC EXPANSION$5,000
PROVIDENCE MONTANA HEALTH FOUNDATION
502 W SPRUCE PO BOX 4587MISSOULAMT59802PCPROVIDENCE ST. JOSEPH MEDICAL CENTER'S JOURNEY OF HOPE$5,000
PROVIDENCE MONTANA HEALTH FOUNDATION
502 W SPRUCE PO BOX 4587MISSOULAMT59802PCPROVIDENCE MONTANA INTEGRATED BEHAVIORAL HEALTH (IBH) CONTINUATION AND SPECIALTY CLINIC EXPANSION$27,500
PROVIDENCE MONTANA HEALTH FOUNDATION
502 W SPRUCE PO BOX 4587MISSOULAMT59802PCPROVIDENCE MONTANA INTEGRATED BEHAVIORAL HEALTH (IBH) CONTINUATION AND SPECIALTY CLINIC EXPANSION$27,500
PROVIDENCE MONTANA HEALTH FOUNDATION
502 W SPRUCE PO BOX 4587MISSOULAMT59802PCPROVIDENCE ST. JOSEPH MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH (IBH) CONSOLIDATION GRANT$12,500
PUREVIEW HEALTH CENTER
1930 9TH AVEHELENAMT59601PCPUREVIEW SCHOOL BASED HEALTH CENTER$37,500
RED LODGE AREA COMMUNITY FOUNDATION
122 HAUSER S AVE PO BOX 1871RED LODGEMT59068PCEXPANDING RURAL AFFORDABLE HOUSING$18,869
RED LODGE AREA COMMUNITY FOUNDATION
122 HAUSER S AVE PO BOX 1871RED LODGEMT59068PCCARBON COUNTY AREA RIDE & TRANSIT: ADDRESSING RURAL ISOLATION & MOBILITY NEEDS$12,488
RED LODGE AREA COMMUNITY FOUNDATION
122 HAUSER S AVE PO BOX 1871RED LODGEMT59068PCCARBON COUNTY AREA RIDE & TRANSIT: ADDRESSING RURAL ISOLATION & MOBILITY NEEDS$12,488
ROCKY BOY HEALTH BOARD
6850 UPPER BOX ELDER RDBOX ELDERMT59521PCNURTURING HEALTHY MOMS FOR BRIGHT FUTURES$50,000
ROOSEVELT COUNTY HEALTH DEPARTMENT
124 CUSTER STREET AWOLF POINTMT592011640GOVROOSEVELT COUNTY AND FORT PECK TRIBES CRISIS COALITION PLANNING GRANT PROJECT$17,500
RUBY VALLEY MEDICAL CENTER
321 MADISON STSHERIDANMT59749PCRUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH$16,667
RUBY VALLEY MEDICAL CENTER
321 MADISON STSHERIDANMT59749PCRUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH$16,667
SCHOOL ADMINISTRATORS OF MONTANA
900 N MONTANA AVEHELENAMT596013845PCSTRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA$37,500
SOUTHWEST MONTANA COMMUNITY HEALTH CENTER
445 CENTENNIAL AVEBUTTEMT59701PCWEST ELEMENTARY SCHOOL-BASED CLINIC$18,750
SOUTHWEST MONTANA COMMUNITY HEALTH CENTER
445 CENTENNIAL AVEBUTTEMT59701PCWEST ELEMENTARY SCHOOL-BASED CLINIC$18,750
ST LUKE COMMUNITY HEALTHCARE FOUNDATION
107 6TH AVE SWRONANMT59864PCMEADOWLARK INITIATIVE$25,000
ST LUKE COMMUNITY HEALTHCARE FOUNDATION
107 6TH AVE SWRONANMT59864PCMEADOWLARK INITIATIVE$25,000
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCHELENA COORDINATED ENTRY SYSTEM DATA COORDINATION$12,500
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCHELENA COORDINATED ENTRY SYSTEM DATA COORDINATION$12,500
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCPARENTAL MENTAL HEALTH SUPPORT PROGRAM EXPANSION$25,000
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCPARENTAL MENTAL HEALTH SUPPORT PROGRAM EXPANSION$25,000
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCINTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION$29,167
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCINTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION$29,167
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCHELENA FREQUENT USER SYSTEM ENGAGEMENT (FUSE): CSH CONTRACT$7,500
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY STHELENAMT59601PCHELENA FREQUENT USER SYSTEM ENGAGEMENT (FUSE): CSH CONTRACT$7,500
ST VINCENT HEALTHCARE FOUNDATION
1106 NORTH 30TH STREETBILLINGSMT59101PCCLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY$37,500
THE CITY OF MISSOULA COMMUNITY PLANNING DEVELOPMENT & INNOVATION
435 RYMANMISSOULAMT59801GOVBUILT FOR ZERO PROJECT MANAGEMENT$8,500
THE CITY OF MISSOULA COMMUNITY PLANNING DEVELOPMENT & INNOVATION
435 RYMANMISSOULAMT59801GOVBUILT FOR ZERO PROJECT MANAGEMENT$8,500
THE CITY-COUNTY OF BUTTE SILVER BOW
155 WEST GRANITE STREETBUTTEMT59701GOVBUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT$25,000
THE CITY-COUNTY OF BUTTE SILVER BOW
155 WEST GRANITE STREETBUTTEMT59701GOVBUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT$25,000
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY ST STE 2000SAN FRANCISCOCA94107PCKAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025)$50,000
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY ST STE 2000SAN FRANCISCOCA94107PCKAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025)$50,000
THE MONTANA PARTNERSHIP TO END CHILDHOOD HUNGER INC
2396 FERGUSON AVEBOZEMANMT59718PCA NETWORK FOR RURAL SCHOOLS AS NUTRITION HUBS$25,000
THE RURAL BEHAVIORAL HEALTH INSTITUTE
PO BOX 203LIVINGSTONMT59047PCINCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS$37,500
TRIBAL DEFENDERS OFFICE - CONFEDERATED SALISH AND KOOTENAI TRIBES
PO BOX 278PABLOMT59855GOVPRESENTING AT THE NATIONAL AMERICAN INDIAN HOUSING COUNCIL ANNUAL CONVENTION$5,000
TRUST MONTANA INCORPORATED
PO BOX 8791MISSOULAMT59807PCENGAGING PRIVATE SECTOR BUILDING INDUSTRY PROFESSIONALS IN PARTNERSHIPS TO DEVELOP PERMANENTLY AFFORDABLE HOMES FOR MONTANANS$23,901
TRUST MONTANA INCORPORATED
PO BOX 8791MISSOULAMT59807PCENGAGING PRIVATE SECTOR BUILDING INDUSTRY PROFESSIONALS IN PARTNERSHIPS TO DEVELOP PERMANENTLY AFFORDABLE HOMES FOR MONTANANS$23,901
UNITED WAY OF YELLOWSTONE COUNTY
2173 OVERLAND AVENUEBILLINGSMT59106PCYELLOWSTONE COUNTY CONTINUUM OF CARE (COC) SITE VISIT TO BOISE$20,000
UNIVERSITY OF MONTANA CENTER FOR CHILDREN FAMILIES AND WORKFORCE DEVELOPME
32 CAMPUS DRIVE UH207MISSOULAMT598124104GOVMONTANA PAX: GOOD BEHAVIOR GAME SUSTAINABILITY INITIATIVE$50,000
UNIVERSITY OF MONTANA CENTER FOR CHILDREN FAMILIES AND WORKFORCE DEVELOPME
32 CAMPUS DRIVE UH207MISSOULAMT598124104GOVMONTANA PAX: GOOD BEHAVIOR GAME SUSTAINABILITY INITIATIVE$50,000
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159MISSOULAMT59807PCSHORT AND LONG-TERM IMPROVED ACCESS TO CARE FOR MONTANANS WITH EATING DISORDERS: ESTABLISHMENT OF THE UNIVERSITY OF MONTANA EATING DISORDER TRAINING CLINIC$25,000
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159MISSOULAMT59807PCSHORT AND LONG-TERM IMPROVED ACCESS TO CARE FOR MONTANANS WITH EATING DISORDERS: ESTABLISHMENT OF THE UNIVERSITY OF MONTANA EATING DISORDER TRAINING CLINIC$25,000
UNIVERSITY OF MONTANA
32 CAMPUS DRIVE UH207MISSOULAMT59812GOVMASTER'S IN PHYSICIAN ASSISTANT STUDIES (MPAS) CLINICAL TRAINING NETWORK DEVELOPMENT$37,500
UNIVERSITY OF MONTANA
32 CAMPUS DRIVE UH207MISSOULAMT59812GOVMASTER'S IN PHYSICIAN ASSISTANT STUDIES (MPAS) CLINICAL TRAINING NETWORK DEVELOPMENT$37,500
UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTHGREAT FALLSMT594054934PCUNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT$25,000
UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTHGREAT FALLSMT594054934PCUNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT$25,000
VALLEY FELON-AID
146 BIRCH STHAMILTONMT59840PCPEER SUPPORT PROGRAM$25,000
VALLEY FELON-AID
146 BIRCH STHAMILTONMT59840PCPEER SUPPORT PROGRAM$25,000
VAUGHN PUBLIC SCHOOL
480 CENTRAL AVEVAUGHNMT59487GOVSCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT$12,500
VAUGHN PUBLIC SCHOOL
480 CENTRAL AVEVAUGHNMT59487GOVSCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT$12,500
VETERANS NAVIGATION NETWORK
2173 OVERLAND AVENUEBILLINGSMT59101PCBUILDING A SUSTAINABLE FUTURE FOR MONTANA VETERANS$10,000
VETERANS NAVIGATION NETWORK
2173 OVERLAND AVENUEBILLINGSMT59101PCBUILDING A SUSTAINABLE FUTURE FOR MONTANA VETERANS$10,000
WEST YELLOWSTONE FOUNDATION
PO BOX 255WEST YELLOWSTONEMT59758PCWEST YELLOWSTONE HOUSING COALITION$12,500
WEST YELLOWSTONE FOUNDATION
PO BOX 255WEST YELLOWSTONEMT59758PCWEST YELLOWSTONE HOUSING COALITION$12,500
YWCA MISSOULA
1800 S 3RD ST WMISSOULAMT598012246PCBEHAVIORAL HEALTH, SUBSTANCE ABUSE & TARGETED CASE MANAGEMENT CAPACITY BUILDING AND REVENUE EXPANSION INITIATIVE$23,832
YWCA MISSOULA
1800 S 3RD ST WMISSOULAMT598012246PCBEHAVIORAL HEALTH, SUBSTANCE ABUSE & TARGETED CASE MANAGEMENT CAPACITY BUILDING AND REVENUE EXPANSION INITIATIVE$23,832
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,580,939TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION INC
25 W SILVER STBUTTEMT59701PCBUTTE HOUSING IS HEALTHCARE (HIH)PERMANENT SUPPORTIVE HOUSING PROJECT$12,500
ALL NATIONS HEALTH CENTER
830 WEST CENTRAL AVEMISSOULAMT59801PCALL NATIONS ROADMAP TO SUCCESS$76,196
ALLIANCE FOR YOUTH INC
3300 3RD ST NE PO BOX 2928GREAT FALLSMT594032982PCRECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE$18,750
ALLIANCE FOR YOUTH INC
3300 3RD ST NE PO BOX 2928GREAT FALLSMT594032982PCRECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE$18,750
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008GREAT FALLSMT59406PCMEADOWLARK INITIATIVE - BENEFIS HOSPITALS$25,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008GREAT FALLSMT59406PCMEADOWLARK INITIATIVE - BENEFIS HOSPITALS$25,000
BIG FORK SCHOOL DISTRICT
PO BOX 188BIGFORKMT59911GOVBIGFORK SCHOOL - STRENGTHENING PARTNERSHIPS TO IMPROVE STUDENT HEALTH OUTCOMES$12,500
BIG FORK SCHOOL DISTRICT
PO BOX 188BIGFORKMT59911GOVBIGFORK SCHOOL - STRENGTHENING PARTNERSHIPS TO IMPROVE STUDENT HEALTH OUTCOMES$12,500
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866BROWNINGMT59417GOVBLACKFEET MEADOWLARK INITIATIVE$25,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866BROWNINGMT59417GOVBLACKFEET MEADOWLARK INITIATIVE$25,000
BROADWATER COUNTY PUBLIC HEALTH DEPARTMENT
124 N CEDAR STREETTOWNSENDMT59644GOVBROADWATER COUNTY PUBLIC HEALTH CRISIS RESOURCE COORDINATION$18,500
BUTTE SPIRIT CENTER
609 WEST GALENA STREETBUTTEMT59701PCBUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME$25,000
BUTTE SPIRIT CENTER
609 WEST GALENA STREETBUTTEMT59701PCBUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME$25,000
CLARK FORK VALLEY HOSPITAL
10 KRUGER ROAD PO BOX 768PLAINSMT59859PCCLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY$31,250
CLARK FORK VALLEY HOSPITAL
10 KRUGER ROAD PO BOX 768PLAINSMT59859PCCLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY$31,250
COLUMBIA FALLS SCHOOL DISTRICT #6
PO BOX 1259COLUMBIA FALLSMT99999PCHOME - HEALTH OUTCOMES MADE EASY$12,500
COLUMBIA FALLS SCHOOL DISTRICT #6
PO BOX 1259COLUMBIA FALLSMT99999PCHOME - HEALTH OUTCOMES MADE EASY$12,500
COMMUNITY FOOD & AGRICULTURE COALITION
PO BOX 7025MISSOULAMT59807PCTHE MONTANA PRODUCE PRESCRIPTION COLLABORATIVE (MTPRX): MAINSTREAMING GRASSROOTS PROJECTS TO UNDERSTAND PROGRAM IMPACTS ON DIABETES AND CHOLESTEROL$23,500
DODSON SCHOOL DISTRICT
PO BOX 278DODSONMT59524GOVDODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN$12,500
DODSON SCHOOL DISTRICT
PO BOX 278DODSONMT59524GOVDODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN$12,500
FORT PECK TRIBAL HEALTH DEPARTMENT
PO BOX 1027POPLARMT59255GOVFORT PECK TRIBES AND ROOSEVELT COUNTY CRISIS COALITION PLANNING GRANT PROJECT$8,750
FORT PECK TRIBAL HEALTH DEPARTMENT
PO BOX 1027POPLARMT59255GOVFORT PECK TRIBES AND ROOSEVELT COUNTY CRISIS COALITION PLANNING GRANT PROJECT$8,750
HELENA INDIAN ALLIANCE
501 EUCLID AVENUEHELENAMT59601PCLEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH$31,250
HELENA INDIAN ALLIANCE
501 EUCLID AVENUEHELENAMT59601PCLEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH$31,250
HELENA SCHOOL DISTRICT
1325 POPLAR STHELENAMT596010939GOVHELENA PUBLIC SCHOOLS SCHOOL BASED HEALTH CLINIC (SBHC) IMPLEMENTATION GRANT.$37,500
HOPA MOUNTAIN
234 E BABCOCK SUITE EBOZEMANMT59715PCLOCAL FOOD FOR LOCAL FAMILIES$25,000
HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACYBOZEMANMT59715PCQUALITY IMPROVEMENTS IN SUPPORTIVE HOUSING$25,000
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WESTGREAT FALLSMT59404GOVLITTLE SHELL TRIBE FOOD SECURITY & FOOD SOVEREIGNTY$25,000
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WESTGREAT FALLSMT59404GOVLITTLE SHELL TRIBE FOOD SECURITY & FOOD SOVEREIGNTY$25,000
LOGAN HEALTH CUT BANK
802 2ND ST SECUT BANKMT59427PCLOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC$50,000
LOGAN HEALTH CUT BANK
802 2ND ST SECUT BANKMT59427PCLOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC$50,000
MARIAS HEALTHCARE SERVICES INC
PO BOX 990SHELBYMT59474PCMARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION$71,570
MARIAS HEALTHCARE SERVICES INC
PO BOX 990SHELBYMT59474PCMARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION$71,570
MISSOULA COUNTY PUBLIC SCHOOLS
915 SOUTH AVENUE WMISSOULAMT59801GOVINTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE$18,750
MISSOULA COUNTY PUBLIC SCHOOLS
915 SOUTH AVENUE WMISSOULAMT59801GOVINTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE$18,750
MONTANA CONSORTIUM FOR URBAN INDIAN HEALTH
7 W 6TH AVE SUITE 4-EHELENAMT59601PCMONTANA CONSORTIUM FOR URBAN INDIAN HEALTH (MCUIH) WORKFORCE PIPELINE PROGRAM$25,000
MONTANA COOPERATIVE DEVELOPMENT CENTER
410 CENTRAL AVE SUITE 429GREAT FALLSMT59403PCADVANCING COOPERATIVE INITIATIVES IN MONTANA COMMUNITIES$25,000
MONTANA STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS
309 MONTANA HALL PO BOX 172470BOZEMANMT597172470GOVLESSONS LEARNED FROM TRIBES AND URBAN INDIAN ORGANIZATION (UIO) RESPONSE TO COVID-19 PANDEMIC IN MONTANA$9,978
NEIGHBORWORKS GREAT FALLS
509 1ST AVENUE SOUTHGREAT FALLSMT59401PCBAATZ BLOCK APARTMENTS$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$50,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$75,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$50,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP STWOLF POINTMT59201PCNORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE$25,000
ONE HEALTH
10 4TH STREET WHARDINMT59034PCHARDIN ACREAGE PLANNING$25,000
OPPORTUNITIES INC
905 1ST AVENUE NORTHGREAT FALLSMT59403PCOPPORTUNITIES, INC'S FREQUENT USER SYSTEM ENGAGEMENT (FUSE) PARTNERSHIP PROGRAM$12,500
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WESTMISSOULAMT59802PCSUSTAINING AND EXPANDING THE FREQUENT USER SYSTEM ENGAGEMENT (FUSE) INITIATIVE IN MISSOULA, MT.$25,000
PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT
PO BOX 955LAME DEER MONTANAMT59043PCTHE PEOPLE'S GARDEN - EMPOWERING THE NORTHERN CHEYENNE COMMUNITY THROUGH SUSTAINABLE AGRICULTURE$25,000
PUREVIEW HEALTH CENTER
1930 9TH AVEHELENAMT59601PCPUREVIEW SCHOOL BASED HEALTH CENTER$37,500
PUREVIEW HEALTH CENTER
1930 9TH AVEHELENAMT59601PCPUREVIEW SCHOOL BASED HEALTH CENTER$12,500
PUREVIEW HEALTH CENTER
1930 9TH AVEHELENAMT59601PCPUREVIEW SCHOOL BASED HEALTH CENTER$12,500
PUREVIEW HEALTH CENTER
1930 9TH AVEHELENAMT59601PCPUREVIEW SCHOOL BASED HEALTH CENTER$12,500
PUREVIEW HEALTH CENTER
1930 9TH AVEHELENAMT59601PCPUREVIEW SCHOOL BASED HEALTH CENTER$12,500
RED LODGE AREA COMMUNITY FOUNDATION
122 HAUSER S AVE PO BOX 1871RED LODGEMT59068PCEXPANDING RURAL AFFORDABLE HOUSING$18,869
ROCKY BOY HEALTH BOARD
6850 UPPER BOX ELDER RDBOX ELDERMT59521PCNURTURING HEALTHY MOMS FOR BRIGHT FUTURES$50,000
ROCKY BOY HEALTH BOARD
6850 UPPER BOX ELDER RDBOX ELDERMT59521PCNURTURING HEALTHY MOMS FOR BRIGHT FUTURES$50,000
ROOSEVELT COUNTY HEALTH DEPARTMENT
124 CUSTER STREET AWOLF POINTMT592011640GOVROOSEVELT COUNTY AND FORT PECK TRIBES CRISIS COALITION PLANNING GRANT PROJECT$8,750
ROOSEVELT COUNTY HEALTH DEPARTMENT
124 CUSTER STREET AWOLF POINTMT592011640GOVROOSEVELT COUNTY AND FORT PECK TRIBES CRISIS COALITION PLANNING GRANT PROJECT$8,750
SCHOOL ADMINISTRATORS OF MONTANA
900 N MONTANA AVEHELENAMT596013845PCSTRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA$18,750
SCHOOL ADMINISTRATORS OF MONTANA
900 N MONTANA AVEHELENAMT596013845PCSTRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA$18,750
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY ST STE 2000SAN FRANCISCOCA94107PCKAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025)$50,000
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY ST STE 2000SAN FRANCISCOCA94107PCKAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025)$50,000
THE MONTANA PARTNERSHIP TO END CHILDHOOD HUNGER INC
2396 FERGUSON AVEBOZEMANMT59718PCA NETWORK FOR RURAL SCHOOLS AS NUTRITION HUBS$25,000
THE RURAL BEHAVIORAL HEALTH INSTITUTE
PO BOX 203LIVINGSTONMT59047PCINCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS$5,000
THE RURAL BEHAVIORAL HEALTH INSTITUTE
PO BOX 203LIVINGSTONMT59047PCINCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS$32,500
UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTHGREAT FALLSMT594054934PCUNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT$25,000
UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTHGREAT FALLSMT594054934PCUNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT$25,000
VAUGHN PUBLIC SCHOOL
480 CENTRAL AVEVAUGHNMT59487GOVSCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT$12,500
VAUGHN PUBLIC SCHOOL
480 CENTRAL AVEVAUGHNMT59487GOVSCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,000,183TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPRI INTERESTDesc
Related Or Exempt Function Incm$1,143RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$129,337ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,019,732ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$243,589ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,503,637ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
RETURNED GRANTS$13,581
CREDIT CARD REWARDS01$4,650
REIMBURSEMENTS$33,423

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$7,900,945ExclusionAmt
Related Or Exempt Function Incm$48,147RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,949,092TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1AINTEREST INCOME FROM PROGRAM RELATED INVESTMENTS
11AREIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
11CREIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS

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$97,715Amt
Net Investment Income$27,423NetInvestmentIncomeAmt
Disbursements Charitable Prps$65,768DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescTWO PRIS FOR AFFORDABLE HOUSING DEVELOPMENTSDesc
Amt$500,000Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS
34 WEST 6TH AVENUE SUITE 2EHELENAMT596012020-04-24$42,500THE ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS WILL USE THE HIGHER LOGIC WEB PLATFORM TO CREATE A CLOUD-BASED APPLICATION THAT ENABLES LOCAL AND TRIBAL HEALTH DEPARTMENTS TO SHARE RESOURCES AND DISCUSS AND PROVIDE EACH OTHER WITH TECHNICAL ASSISTANCE ON SPECIFIC PUBLIC HEALTH QUESTIONS. THE HIGHER LOGIC PLATFORM HAS BEEN USED BY THE ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS (ASTHO), NNPHI, AND OTHER PUBLIC HEALTH ORGANIZATIONS. DURING THE COVID-19 PANDEMIC, THE NEED FOR THIS RESOURCE HAS BECOME MORE PRESSING.$42,500TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/31/20, 5/31/21, 10/31/21, 4/30/22, 11/11/22, 11/15/23 (FINAL)
CHILDREN'S CLINIC OF BILLINGS
3401 AVENUE EBILLINGSMT591022022-10-01$105,000CHILDREN'S CLINIC SERVES OVER 12,000 UNIQUE CHILDREN AND ADOLESCENTS RESIDING IN YELLOWSTONE AND SURROUNDING COUNTIES THROUGH OUR TWO GENERAL PEDIATRICS CLINICS IN BILLINGS, MONTANA. THIS PROJECT WILL EXPAND OUR HIGH-QUALITY PRIMARY CARE TO INCLUDE INTEGRATED BEHAVIORAL HEALTH SERVICES. THE PROJECT AIMS TO HIRE AND INTEGRATE A PEDIATRIC CLINICAL SOCIAL WORKER INTO OUR PRACTICE WORKFLOWS TO ENHANCE EXISTING MENTAL HEALTH SCREENING AND TO PROVIDE BRIDGE CARE FOR PATIENTS WHILE THEY ARE CONNECTED TO COUNSELORS IN THE COMMUNITY. WE ALSO AIM TO PROVIDE CLINICAL SUPERVISION FOR OUR RECENTLY HIRED PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER (PMHNP). GRANT FUNDS WILL SUPPORT STARTUP COSTS FOR THE SOCIAL WORKER AND PMHNP WHILE WE GAIN THE EXPERTISE TO BILL FOR THEIR SERVICES AND SUSTAIN THE PROJECT INDEPENDENTLY. FUNDS WILL ALSO SERVE TO EDUCATE OUR TEAM AND OUR PATIENTS ABOUT THE BENEFITS OF INTEGRATED CARE.$105,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.4/1/2023, 10/1/2023
ROCKY MOUNTAIN TRIBAL LEADERS COUNCIL
2929 3RD AVE NORTH SUITE 300BILLINGSMT591012022-09-20$75,000SUPPORT THE ROCKY MOUNTAIN TRIBAL LEADER'S COUNCIL (RMTLC) HEALTH SUBCOMMITTEE WHICH PROVIDES TRIBAL HEALTH LEADERS WITH A QUARTERLY FORUM TO DISCUSS SYSTEMIC HEALTH CARE CHALLENGES AND TO MAKE RECOMMENDATIONS TO THE RMTLC TRIBAL LEADERS ON WAYS TO ADDRESS THESE CHALLENGES.$75,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/20/2023, 10/20/2023 (FINAL)
COMMUNITY MEDICAL CENTER
2827 FORT MISSOULA ROADMISSOULAMT598042021-11-15$175,000COMMUNITY MEDICAL CENTER (CMC) IS A LARGE (PPS) HOSPITAL (151-BEDS) IN MISSOULA AND SERVING THE SURROUNDING REGION. THIS PROJECT WILL EXPAND CMC'S CAPACITY TO PROVIDE THE ENTIRE CONTINUUM OF CARE FOR PATIENTS WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS BY FULLY INTEGRATING BEHAVIORAL HEALTH INTO ITS PRIMARY CARE CLINICS, EXPANDING SERVICES THROUGH TELEHEALTH TO SPECIALTY AND WALK-IN CLINICS, AND THOROUGHLY TRAINING AND INTEGRATING ITS CLINICAL TEAMS. FUNDING WILL SUPPORT A SOCIAL WORKER TO SERVE AS A CENTRALIZED BEHAVIORAL HEALTH CARE MANAGER FOR THE PROJECT. THIS PERSON WILL PROVIDE THE PERSONNEL, PSYCHIATRIC CONSULTATION, AND CLINICAL SUPERVISION NEEDED TO IMPLEMENT THE PROJECT. PARTNERS INCLUDE THE UNIVERSITY OF MONTANA'S BEHAVIORAL HEALTH WORKFORCE EDUCATION AND TRAINING PROGRAM, WALLA WALLA UNIVERSITY'S MASTERS IN SOCIAL WORK PROGRAM, ANDY LAUE, LCSW, WHO PROVIDES GROUP CLINICAL SUPERVISION FOR THE BEHAVIORAL HEALTH PROVIDERS, AND OTHER COMMUNITY BEHAVIORAL HEALTH PROVIDERS.$92,623TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/16/2022, 11/30/2022, 5/15/2023, 11/15/2023
L'ESPRIT
111 NORTH THIRD STREETLIVINGSTONMT590472022-11-01$125,000OUR GOAL IS TO OFFER OUR CLIENTS COMPREHENSIVE SUPPORT AND HELP THEM GAIN THE SKILLS NECESSARY TO MAINTAIN STABILITY AND THRIVE IN THEIR COMMUNITY. THIS GOAL WILL BE ACHIEVED THROUGH A INTERDISCIPLINARY TEAM OF NINE PROVIDERS, DIRECTLY DELIVERING SERVICES WITHIN A HIGHLY INTEGRATED AND COLLABORATIVE SYSTEM.$125,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/1/2023, 11/1/2023
MONTANA HEALTH NETWORK HEALTH INC
519 PLEASANT STREETMILES CITYMT593012021-07-21$233,102THE EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT WILL SUPPORT INTEGRATING BEHAVIORAL HEALTH (IBH) INTO PRIMARY CARE FOR FIVE RURAL HEALTHCARE FACILITIES IN EASTERN MONTANA (BAKER, EKALAKA, BROADUS, MALTA, AND JORDAN). THE GRANT WILL ALSO ALLOW THREE CURRENT IBH SITES (FORSYTH, CULBERTSON, AND TERRY) TO REFINE AND IMPROVE THEIR INITIAL IBH IMPLEMENTATION EFFORTS SUPPORTED UNDER MHCF'S PREVIOUS IBH NETWORK GRANT TO THE MONTANA HEALTH NETWORK (MHN). THE GOALS FOR THE PROJECT ARE TO 1) IMPLEMENT ROUTINE SCREENING AND EARLY INTERVENTION FOR BEHAVIORAL HEALTH AND SUBSTANCE USE ISSUES IN PRIMARY CARE; 2) IMPROVE CARE COORDINATION BETWEEN TREATING FACILITIES; AND 3) DEVELOP A SUSTAINABLE INTEGRATED BEHAVIORAL HEALTH MODEL FOR EXISTING AND NEW FACILITIES.$180,040TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/28/2022, 9/9/2022, 2/28/2023, 8/31/2023
UNITED HOUSING PARTNERS
545 BLAINE STMISSOULAMT5980141182023-11-28$250,000DEBT PRI - UNITED HOUSING PARTNERS LLC (UHP) PROPOSES TO BUILD 72 NEW AFFORDABLE APARTMENTS IN HELENA, MONTANA BY TWINNING 9% AND 4% LOW INCOME HOUSING TAX CREDITS (LIHTCS) WITH COAL TRUST MULTIFAMILY HOME (CTMH) LOAN FUNDS AND OTHER SOFT LOANS. THIS STRUCTURE WILL ALLOW THE BOARD OF HOUSING TO CREATE 72 NEW LIHTC HOMES WITH A SINGLE 9% LIHTC AWARD. THIS IS THREE AND A HALF TIMES THE SIZE OF A TYPICAL 20-UNIT 9% NEW CONSTRUCTION LIHTC PROJECT, GIVING THE BOARD OF HOUSING THE BANG FOR THE BUCK IT HAS CONSISTENTLY STRESSED AS IMPORTANT WHEN MAKING LIHTC AWARDS.THE CITY OF HELENA HAS ALREADY COMMITTED $1,000,000 IN HELENA AFFORDABLE HOUSING TRUST FUNDS (HAHTFS) FOR CONSTRUCTION AND $400,000 IN HAHTFS FOR PERMANENT FINANCING. UHP HAS ALSO APPLIED FOR $2,526,194 IN NATIONAL HOUSING TRUST FUNDS (NHTFS) OF WHICH THE DEPARTMENT OF COMMERCE COMMITTED $1,575,514 IN 2023 FUNDS AND HAS EXPRESSED THAT THE OTHER $937,242 CAN BE ALLOCATED FROM 2024 APPLICATIONS SUBMITTED THIS FALL.$68,409TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.IN PROCESS
MITCHELL COURT LLLP
1625 E 6TH AVEHELENAMT5960146612023-11-29$250,000DEBT PRI - MITCHELL COURT APARTMENTS WILL BE A NEW FAMILY HOUSING DEVELOPMENT CONSISTING OF 32 RENTAL HOMES (14 ONE-BEDROOM, 14 TWO-BEDROOM, AND 4 THREE-BEDROOM APARTMENTS) THAT BILLINGS RESIDENTS CAN AFFORD TARGETING TENANTS AT 50% AND 60% OF AMI. MITCHELL COURT WILL PROVIDE QUALITY, AFFORDABLE HOUSING TO LOW-INCOME MONTANANS AT BELOW MARKET RENT THAT WILL ALLOWS THESE LOW-INCOME HOUSEHOLDS TO USE A LARGER PORTION OF THEIR INCOME FOR QUALITY NUTRITIOUS FOODS AND NECESSARY HEALTHCARE. THE PROJECT WILL UTILIZE FINANCING FROM HOUSING CREDITS, HUD FUNDS, AND LOW-INTEREST STATE LOANS, AND CITY OF BILLINGS FUNDS. DEED RESTRICTIONS AND SIMILAR MECHANISMS WILL BE USED TO ENSURE AFFORDABILITY THROUGH THE 50-YEAR EXTENDED USE PERIOD. WE HAVE APPLIED TO THE MONTANA BOARD OF HOUSING FOR TAX CREDITS AND THE COAL TRUST MULTIFAMILY HOMES LOAN, AND WE WILL APPLY FOR STATE HOME FUNDS IN SEPTEMBER AND CITY OF BILLINGS FUNDS IN NOVEMBER/DECEMBER.$198,461TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.IN PROCESS
HOMEWORD INC
1535 LIBERTY LN 116AMISSOULAMT598082023-12-13$300,000DEBT PRI - HOMEWORD'S PROPOSED PROJECT WILL REHABILITATE 161 HOMES AT CREEKSIDE APARTMENTS TO INCREASE ENERGY EFFICIENCY AND BUILDING DURABILITY FOR LONG-TERM SUSTAINABILITY. THIS WILL ADD 50 YEARS TO THE UPCOMING EXPIRATION PERIOD OF AFFORDABILITY WITH MONTANA HOUSING. HOMEWORD WILL UTILIZE 4% AND 9% LOW INCOME HOUSING TAX CREDITS IN COMBINATION WITH AWARDED FEDERAL FUNDS AND ADVANTAGEOUS LOANS FROM OUR PROJECT PARTNERS. KEY PARTNERS FOR THIS PROJECT INCLUDE THE CITY OF MISSOULA, MONTANA HOUSING, NEIGHBORWORKS MONTANA, GLACIER BANK, AND FIRST SECURITY BANK. THE PROPOSED MONTANA HEALTHCARE FOUNDATION FUNDING WILL BE USED TO PAY FOR DIRECT REHABILITATION HARD COSTS ON THE PROJECT.$0TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.IN PROCESS

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierSUMMARY OF DIRECT CHARITABLE ACTIVITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART IX-AFormAndLineReferenceDesc
Medium Explanation1. IMPLEMENTING MODELS OF INTEGRATED CARE: $2,919,667ALONG WITH GRANT FUNDING, MHCF STAFF AND CONTRACTORS ASSIST GRANTEES WITH PLANNING AND IMPLEMENTING THE CORE COMPETENCIES AND BEST PRACTICES OF INTEGRATED BEHAVIORAL HEALTH CARE, SCHOOL-BASED HEALTH CENTERS, AND THE MEADOWLARK INITIATIVE MODEL OF CARE. MHCF STAFF AND CONTRACTORS PROVIDED INDIVIDUAL AND COHORT-LEVEL TECHNICAL ASSISTANCE TO ASSIST GRANTEES, WHICH INCLUDES ONE-ON-ONE COACHING AND SUPPORT, TRAINING AND WEBINARS, AND ONLINE RESOURCE HUBS. STAFF AND CONTRACTORS WORK WITH GRANTEES TO IMPROVE DATA COLLECTION AND ANALYSIS TO HELP INFORM THE IMPLEMENTATION PROCESS AND OUTCOMES. 2. LEADERSHIP & EXPERTISE: $2,314,568MTHF STAFF PROVIDE LEADERSHIP AND EXPERTISE TO HELP COMMUNITIES TACKLE MONTANA'S MOST IMPORTANT HEALTH PROBLEMS. IN 2023, OF MTHF'S 16 FULL-TIME STAFF, 13 FOCUS PRIMARILY ON DEVELOPING AND IMPLEMENTING SOLUTIONS TO IMPROVING HEALTH OUTCOMES. FOR EXAMPLE, TWO EMPLOYEES IMPLEMENT HEALTH IMPROVEMENT STRATEGIES FOCUSED ON AMERICAN INDIAN PEOPLE WHICH THEY ACHIEVE BY ENGAGING WITH AMERICAN INDIAN HEALTH LEADERS, NATIVE-LED NONPROFITS, AND STATE LEADERSHIP. ONE EMPLOYEE COLLABORATES WITH STATE PARTNERS AND LOCAL COMMUNITIES TO IMPROVE THE BEHAVIORAL HEALTH CONTINUUM OF CARE BY DEVELOPING COALITIONS IN MORE THAN 30 URBAN AND RURAL COMMUNITIES ACROSS THE STATE FOCUSED ON IMPROVING BEHAVIORAL HEALTH CRISIS RESPONSE SYSTEMS. TWO EMPLOYEES PROVIDE TRAINING AND TECHNICAL ASSISTANCE TO HEALTH CARE PROVIDERS IN NEARLY 70 PRIMARY CARE SETTINGS, HELPING THEM INCORPORATE MENTAL ILLNESS AND SUBSTANCE USE DISORDER SCREENING INTO ROUTINE HEALTH MAINTENANCE VISITS. ONE EMPLOYEE WORKS WITH SCHOOL ADMINISTRATORS AND HEALTH CARE PROVIDERS, PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE TO HELP IMPLEMENT SCHOOL-BASED HEALTH CENTERS IN NEARLY 60 OF THE STATE'S HIGHEST-NEED SCHOOLS. ONE EMPLOYEE OFFERS EXPERTISE IN COMMUNITY DEVELOPMENT AND PROVIDES STATEWIDE LEADERSHIP IN IMPLEMENTING FINANCING STRATEGIES TO INCREASE SUPPORTIVE AND AFFORDABLE HOUSING OPTIONS. 3. CONVENING: $854,023MTHF ACTS AS A NEUTRAL CONVENER, BRINGING COMMUNITIES AND LEADERS TOGETHER TO LEARN FROM EACH OTHER, COLLABORATE, AND CREATE NEW SOLUTIONS TO PERSISTENT HEALTH PROBLEMS. IN 2023, IT PROVIDED FINANCIAL SUPPORT AND STAFF TIME TO FACILITATE LARGE CONVENINGS, SITE VISITS, AND TRAINING. HIGHLIGHTS INCLUDED THE FOLLOWING: 1) QUARTERLY MEETINGS OF THE AMERICAN INDIAN HEALTH LEADERS, A GROUP OF LEADERS FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA. IN 2023, THE GROUP CONTINUED WORK ON THE DEVELOPMENT OF A NATIVE-OWNED INPATIENT SUBSTANCE USE DISORDER TREATMENT CENTER FOR TRIBAL MEMBERS. 2) AT THE 2023 MEADOWLARK INITIATIVE CONFERENCE (HOSTED IN COLLABORATION WITH THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES), NEARLY 100 ATTENDEES ATTENDED TO LEARN HOW TO BEST INTEGRATE THE SCREENING OF AND CARE FOR MENTAL ILLNESS AND SUBSTANCE USE DISORDERS INTO PRENATAL AND POSTPARTUM CARE. 3) THE 2023 SCHOOL-BASED HEALTH SYMPOSIUM, WHICH WAS ATTENDED BY MORE THAN 70 LEADERS FROM MONTANA'S SCHOOL DISTRICTS, FEDERALLY QUALIFIED HEALTH CENTERS, AND URBAN INDIAN HEALTH CENTERS. ATTENDEES LEARNED ABOUT THE CORE COMPETENCIES AND BEST PRACTICES FOR SCHOOL-BASED HEALTH CENTERS. 4) DURING SITE VISITS TO SOUTHCENTRAL FOUNDATION IN ANCHORAGE, ALASKA, NEARLY 70 TRIBAL HEALTH AND URBAN INDIAN HEALTH CENTER PROVIDERS ATTENDED TRAINING ON BEST PRACTICES FOR PROVIDING CULTURALLY RELEVANT HEALTH CARE. 4. POLICY ANALYSIS: $601,000MTHF CONDUCTS POLICY ANALYSIS SO MONTANANS CAN BE WELL-INFORMED AND ENGAGED IN DECISIONS THAT IMPACT THEIR HEALTH. FOR EXAMPLE, IN 2023, IT COMMISSIONED, PRODUCED, AND DISSEMINATED THREE REPORTS THAT ANALYZED THE IMPACT OF HEALTH-RELATED POLICIES AND STATE HEALTH PROGRAMS, INCLUDING THE FOLLOWING: 1) "MEDICAID IN MONTANA: HOW MEDICAID IMPACTS THE STATE BUDGET, ECONOMY, AND HEALTH," AN ANNUAL REPORT THAT EXAMINES THE STATE'S MEDICAID PROGRAM. 2) "ECONOMIC EFFECTS OF MEDICAID EXPANSION IN MONTANA," AN UPDATED STUDY OF MONTANA'S MEDICAID EXPANSION AND ITS ECONOMIC IMPACT ON THE STATE. 3) "THE END OF THE CONTINUOUS ENROLLMENT PERIOD IN MONTANA," AN ANALYSIS OF THE OFFERED RECOMMENDATIONS FOR MINIMIZING COVERAGE LOSS DURING MEDICAID REDETERMINATIONS.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond1,818,080.671 SHS VANGUARD ST BOND INDEX FUNDBondNm
EOY Book Value$18,362,615EOYBookValueAmt
EOYFMV$18,362,615EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
200,941.267 SHS DODGE & COX INTERNATIONAL STOCK FUND$9,878,273$9,878,273
266,672.385 SHS DFA EMERGING MARKETS CORE EQUITY$5,976,128$5,976,128
209,407.765 SHS FIDELITY S+P INDEX$34,654,891$34,654,891
248,114.864 SHS FIDELITY MID CAP INDEX$7,431,040$7,431,040
1,011,448.165 SHS FIDELITY LARGE CAP INDEX FUND$16,355,117$16,355,117
352,021.608 SHS HARBOR SMALL CAP GROWTH FUND$4,657,246$4,657,246

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$3,763,558$193,002$3,570,556$5,485,462
LAND$2,839,176$0$2,839,176$4,138,155

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (35 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AEW CORE PROPERTY TRUSTFMV$10,679,303$10,679,303
ARBOUR LANE CREDIT OPP FD II (B) LPFMV$4,122,440$4,122,440
ARES PATHFINDER FUND II OFFSHORE LPFMV$244,893$244,893
ARLINGTON CAPITAL PARTNERS VI LPFMV$1,675,601$1,675,601
AXIOM ASIA V, LPFMV$5,229,934$5,229,934
AXIOM INTL SMALL CAPFMV$6,314,441$6,314,441
BOND II, LPFMV$2,169,024$2,169,024
BOND III, LPFMV$473,726$473,726
CENTERBRIDGE PARTNERS RE FUND II LPFMV$739,893$739,893
DALFENFMV$1,941,171$1,941,171
DAVIDSON KEMPNERFMV$3,465,609$3,465,609
DOVER STREET (HARBORVEST)FMV$4,108,491$4,108,491
FARALLON CAPITAL MANAGEMENT, LLCFMV$4,814,076$4,814,076
FARALLON SPECIALFMV$1,644,693$1,644,693
GENSTAR CAPITAL PARTNERS XI LPFMV$19,881$19,881
GOLUB CAPITAL PARTNERS INTERNATIONAL, LPFMV$3,500,000$3,500,000
INDUS SELECT FUND LTDFMV$14,463,752$14,463,752
KENNEDY LEWIS IIFMV$4,526,949$4,526,949
KENNEDY LEWIS IIIFMV$2,218,196$2,218,196
LANDMARK REAL ESTATE PARTNERS VIII LPFMV$2,135,541$2,135,541
LEGACY VENTURE IX LLCFMV$7,124,581$7,124,581
LOOMIS COLLECTIVEFMV$7,650,050$7,650,050
MARSHALL WACEFMV$4,499,719$4,499,719
MAVERICK HOLDINGS C, LTDFMV$145,359$145,359
MAVERICK HOLDINGS C, LTD - OCT2020EFMV$448,894$448,894
MAVERICK HOLDINGS C, LTD - OCT2020FFMV$94,448$94,448
MIDOCEAN PARTNERS V LPFMV$5,871,465$5,871,465
NEWBURY EQUITY PARTNERS V CAYMAN LPFMV$3,945,094$3,945,094
NEWPORT ASIA INTERNATIONAL FUND LPFMV$5,718,928$5,718,928
PONTIFAXFMV$1,106,179$1,106,179
RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A)FMV$2,945,240$2,945,240
THE VARDE FUND XIII LPFMV$4,883,288$4,883,288
THOMAS BRAVOFMV$2,750,708$2,750,708
TIGER INFRASTRUCTURE PARTNERS FD IIIFMV$1,378,563$1,378,563
VOYAFMV$2,982,554$2,982,554

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS$585,879$168,948$416,931$416,931
SOFTWARE$50,820$50,820$0
BUILDING$511,442$26,228$485,214$485,214
LAND$385,824$0$385,824$385,824
FURNITURE AND FIXTURES$92,869$9,288$83,581$83,581

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$14,557LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,557DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$15,189$4,474$4,474
PROGRAM RELATED INVESTMENTS$500,000$1,600,000$1,600,000
RIGHT-OF-USE ASSET$0$568,934$568,934

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATION AND OUTREACH$122,864$0$122,864
DUES AND SUBSCRIPTIONS$23,019$0$23,019
GRANT MAKING SOFTWARE EXPENSE$15,655$0$15,655
INSURANCE$32,358$0$32,358
OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT$124,721$0$49,307
GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE$1,685,426$0$1,685,426
PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1$0$1,354,277$0
MAIN ST. HOLDINGS, LLC EXPENSES$110,290$97,095$13,195

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PARTNERSHIP INVESTMENTS$182,186
PRI INTEREST$1,143$1,143$1,143
RETURNED GRANTS$13,581$13,581
CREDIT CARD REWARDS$4,650$4,650
REIMBURSEMENTS$33,423$33,423

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$13,579,766Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$575,891EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$326,678$326,678$0
OTHER CONSULTING FEES$2,094$0$2,094

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$297,000$0$0
STATE TAXES$5,000$0$0
FOREIGN TAXES$0$54,612$0