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SPOTTED BULL RECOVERY RESOURCE CENTER 603 1/2 COURT AVENUE POPLAR MT 59255 GOV SPOTTED BULL RECOVERY RESOURCE CENTER BEHAVIORAL HEALTH CAPACITY BUILDING PROJECT 50000 GLACIER COUNTY HEALTH DEPARTMENT 1210 E MAIN CUT BANK MT 59427 GOV TRIBAL-COUNTY CRISIS COALITION LAUNCH (BLACKFEET - GLACIER) 37499 HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION 318-320 N LAST CHANCE GULCH STE 2C HELENA MT 59601 PC BUILDING BRIDGES FOR BETTER BIRTHS 18650 HELENA INDIAN ALLIANCE 501 EUCLID AVENUE HELENA MT 59601 PC NEW CLINIC ADDITION/DESIGN 21438 HOLY ROSARY HEALTHCARE FOUNDATION 2600 WILSON STREET MILES CITY MT 59301 PC EASTERN MONTANA PERINATAL BEHAVIORAL HEALTH 37090 HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC 32 SOUTH TRACY BOZEMAN MT 59715 PC TRACKING AND EVALUATION OF OUTCOMES FOR RESIDENTS HOUSED THROUGH COORDINATED ENTRY 25000 LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA 615 CENTRAL AVE WEST GREAT FALLS MT 59404 GOV STRATEGIC PLANNING FOR LITTLE SHELL TRIBAL DEPARTMENTS 49136 MADISON VALLEY HOSPITAL ASSOCIATION 305 N MAIN ENNIS MT 59729 PC INTEGRATED BEHAVIORAL HEALTH 25000 MESSENGERS FOR HEALTH PO BOX 940 CROW AGENCY MT 59022 PC INDIGENOUS EVALUATION AND DISSEMINATION OF THE BAA NNILAH PROJECT 24924 MISSION WEST COMMUNITY DEVELOPMENT PARTNERS 407 MAIN ST SW RONAN MT 59864 PC LOCAL FOOD FOR LOCAL FAMILIES: MONTANA SNAP FOOD BOX PILOT PROJECT 24936 MONTANA HEALTH NETWORK HEALTH INC 519 PLEASANT STREET MILES CITY MT 59301 NC EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT 186481 MONTANA PUBLIC HEALTH INSTITUTE 235 SEGIAH WAY KALISPELL MT 59901 PC MONTANA PUBLIC HEALTH INSTITUTE START UP 400000 NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH PO BOX 67 LAME DEER MT 59043 GOV NORTHERN CHEYENNE SCHOOL WELLNESS PROJECT 124988 ONE HEALTH 10 4TH STREET W HARDIN MT 59034 PC SACRED FAMILIES BLAINE COUNTY 67600 ONE HEALTH 10 4TH STREET W HARDIN MT 59034 PC SACRED FAMILIES FERGUS COUNTY 67600 ONE HEALTH 10 4TH STREET W HARDIN MT 59034 PC SACRED FAMILIES ROSEBUD COUNTY 75000 PARK COUNTY 414 EAST CALLENDER STREET LIVINGSTON MT 59047 GOV PARK COUNTY PEER SUPPORT SPECIALIST PROGRAM FOR MOBILE CRISIS RESPONSE IN PARK COUNTY 37395 PARTNERSHIP HEALTH CENTER 401 RAILROAD STREET WEST MISSOULA MT 59802 PC ADVANCING PEER SUPPORT 37500 PARTNERSHIP HEALTH CENTER 401 RAILROAD STREET WEST MISSOULA MT 59802 PC BUILDING A COMPREHENSIVE SCHOOL-BASED BEHAVIORAL HEALTH SYSTEM AT LOWELL ELEMENTARY SCHOOL 37500 PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT PO BOX 955 LAME DEER MONTANA MT 59043 PC NORTHERN CHEYENNE FOOD INITIATIVES 50000 PROVIDENCE MONTANA HEALTH FOUNDATION 502 W SPRUCE MISSOULA MT 59802 PC PROVIDENCE MONTANA IBH CONTINUATION AND SPECIALTY CLINIC EXPANSION 115000 PROVIDENCE MONTANA HEALTH FOUNDATION 502 W SPRUCE MISSOULA MT 59802 PC PROVIDENCE ST. JOSEPH MEDICAL CENTER IBH CONSOLIDATION GRANT 75000 PROVIDENCE MONTANA HEALTH FOUNDATION 502 W SPRUCE MISSOULA MT 59802 PC PROVIDENCE ST. JOSEPH MEDICAL CENTER'S JOURNEY OF HOPE 75000 PULSE DBA JEFFERSON VALLEY EMS & RESCUE PO BOX 511 WHITEHALL MT 59759 PC JEFFERSON VALLEY COMMUNITY INTEGRATED HEALTH LAUNCH 24989 RED LODGE AREA COMMUNITY FOUNDATION 122 HAUSER S AVE RED LODGE MT 59068 PC CARBON COUNTY AREA RIDE & TRANSIT: ADDRESSING RURAL ISOLATION & MOBILITY NEEDS 49952 RIMROCK FOUNDATION 1231 N 29TH ST BILLINGS MT 59101 PC SUBSTANCE ABUSE CONNECT CRISIS DIVERSION PROJECT 75000 SAPPHIRE COMMUNITY HEALTH INC 316 NORTH 3RD HAMILTON MT 59840 PC RAVALLI COUNTY SCHOOL WELLNESS PROGRAM 131637 SOUTHWEST MONTANA COMMUNITY HEALTH CENTER 445 CENTENNIAL AVE BUTTE MT 59701 PC KENNEDY ELEMENTARY SCHOOL-BASED CLINIC 62500 ST PETER'S HEALTH FOUNDATION 2475 E BROADWAY ST HELENA MT 59601 PC HELENA REGIONAL HOUSING IS HEALTH CARE INITIATIVE IMPLEMENTATION 50000 ST VINCENT HEALTHCARE FOUNDATION 1106 NORTH 30TH STREET BILLINGS MT 59101 PC CLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY 75000 UNITED WAY OF YELLOWSTONE COUNTY 2173 OVERLAND AVENUE BILLINGS MT 59106 PC BILLINGS PERMANENT SUPPORTIVE HOUSING IMPLEMENTATION 24600 UNIVERSITY OF MONTANA FOUNDATION PO BOX 7159 MISSOULA MT 59807 GOV DEVELOPMENT AND IMPLEMENTATION OF THE MONTANA PREVENTION CERTIFICATION BOARD 25000 YOUTH DYNAMICS 2334 LEWIS AVENUE BILLINGS MT 59102 PC BECOMING AN ARC-INFORMED AGENCY 17025 YWCA GREAT FALLS 220 2ND STREET NORTH GREAT FALLS MT 59401 PC GREAT FALLS HOUSING IS HEALTHCARE DATA PROJECT 25000 2654888 14 1417 14 1823942 18 6699150 MISCELLANEOUS INCOME 275 INCOME/LOSS FROM NON K-1 INVESTMENTS 18 5390 ALTERNATIVE INVESTMENT INCOME 18 243031 0 8772930 275 8773205 11A REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS 1 0 0 0 0 0 0 0 0 1a(1) 20000 ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS HIGHER LOGIC COMMUNITY SHARING PLATFORM 0 X X 1 CARING FOR MONTANANS INC 560 NORTH PARK AVENUE HELENA MT 59601 15000000 X 2 THE BUILDERS INITIATIVE PO BOX 2030 BENTONVILLE AR 72712 300000 X ACCOUNTING FEES 61003 15330 41773 SECTION 4942(H)(2) ELECTIONTREATMENT OF QUALIFYING DISTRIBUTIONSMONTANA HEALTHCARE FOUNDATIONEIN: 46-6854005777 EAST MAIN, #206, BOZEMAN, MT 59715FOR THE TAX YEAR ENDED DECEMBER 31, 2021PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS IN THE AMOUNT OF $300,000 DUE TO THE REQUIREMENTS OF IRC SEC. 4942(G)(3). THE ELECTION IS HEREBY SIGNED WITH THE SIGNATURE OF THE FORM 8879-TE, THAT AUTHORIZES THE SIGNING AND ELECTRONIC FILING OF THE FORM 990-PF. THE SIGNED COPY OF THE ELECTION IS AVAILABLE UPON REQUEST.-------------------------------------------- ------------NAME AND TITLE DATE ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS 34 WEST 6TH AVENUE SUITE 2E HELENA MT 59601 2020-04-24 42500 THE 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. 42500 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 10/31/2020, 5/31/2021, 10/31/2021, 4/30/2022 COMMUNITY MEDICAL CENTER 2827 FORT MISSOULA RD MISSOULA MT 59804 2019-04-01 200000 IN THIS PROJECT, COMMUNITY IMPLEMENTED INTEGRATED BEHAVIORAL HEALTH INTO ALL OF THEIR PRIMARY CARE CLINICS. THEY HAVE WELL-DEFINED TEAM-PRACTICES THAT INCLUDE WARM HAND-OFFS AND CARE TEAM MEETINGS. THEY HAVE DEVELOPED CARE PATHWAYS AND IMPLEMENTED UNIVERSAL SCREENINGS. THEY HAVE STARTED WORKING TOWARDS COLLABORATIVE CARE AND WILL FOCUS ON THAT AS PART OF THEIR IBH CONSOLIDATION GRANT. COMMUNITY EXPERIENCED SIGNIFICANT LEADERSHIP CHANGES DURING THE COURSE OF THE PROJECT AND THEY WERE STILL ABLE TO CONTINUE TO MOVE IBH FORWARD. WORKPLAN ITEMS CHANGED A BIT WHEN THEIR CLINICS IN LOLO AND FRENCHTOWN CLOSED. COMMUNITY WILL CONTINUE IMPLEMENTING IBH AND WILL FOCUS ON STRENGTHENING THEIR IBH PRACTICES AND IMPLEMENTING COLLABORATIVE CARE IN THEIR IBH CONSOLIDATION GRANT. 200000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 11/30/2019, 4/30/2020, 10/31/2020, 4/30/2021, 11/30/2021 (FINAL) COMMUNITY MEDICAL CENTER 2827 FORT MISSOULA RD MISSOULA MT 59804 2021-11-15 175000 COMMUNITY 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. 70000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 5/16/2022 MONTANA HEALTH NETWORK INC 519 PLEASANT STREET MILES CITY MT 59301 2018-12-01 280000 THIS PROJECT WILL SUPPORT THE INTEGRATION OF BEHAVIORAL HEALTH INTO PRIMARY CARE FOR THE HEALTHCARE FACILITIES IN EASTERN MONTANA THAT DO NOT HAVE A LARGER HEALTH SYSTEM AFFILIATION. THE PROJECT WILL PULL TOGETHER RURAL CLINICS, HOSPITALS AND PARTNER ORGANIZATIONS THAT PROVIDE BEHAVIORAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES. THROUGH THIS GRANT, THE FRANCES MAHON DEACONESS HOSPITAL (GLASGOW), MCCONE COUNTY HEALTH CENTER (CIRCLE), PRAIRIE COMMUNITY HOSPITAL (TERRY), ROSEBUD HEALTH CENTER (FORSYTH), ROOSEVELT MEDICAL CENTER (CULBERTSON), SIDNEY HEALTH CENTER (SIDNEY) WILL IMPLEMENT INTEGRATED BEHAVIORAL HEALTH IN THEIR PRIMARY CARE PRACTICES. THE EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER (MILES CITY) IS A CLOSE PARTNER AND WILL HELP MEET THE BEHAVIORAL HEALTH NEEDS FOR THIS PROJECT. 280000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/18, 06/30/19, 12/31/19, 06/30/20, 12/31/20, 6/30/21, 12/30/21 (FINAL) MONTANA HEALTH NETWORK INC 519 PLEASANT STREET MILES CITY MT 59301 2021-07-21 93241 THE 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. 93241 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 2/28/2022, 8/31/2022 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVE HELENA MT 59601 2018-11-01 200000 THE COMMUNITY HEALTH CENTER/FEDERALLY QUALIFIED HEALTH CENTER (FQHC) MODEL IS, BY DEFINITION, BASED ON THE INTEGRATION OF PRIMARY CARE WITH ORAL HEALTH, BEHAVIORAL HEALTH AND PHARMACY SERVICES. IN PRACTICE, MONTANA'S FQHCS VARY CONSIDERABLY IN TERMS OF CLINIC SIZE, SERVICES, AND THE LEVEL OF SERVICE INTEGRATION THEY HAVE ACHIEVED, AND SUBSTANCE USE DISORDERS (SUD) ARE OFTEN NOT A MAJOR FOCUS. THROUGH THIS GRANT, MPCA WILL HIRE A FULL-TIME DIRECTOR OF IBH TO SUPPORT SYSTEM-WIDE IMPLEMENTATION. IN YEAR 1, 100% OF FQHCS WILL COMPLETE THE BASE ASSESSMENT IN THE FIRST QUARTER. 100% OF FQHC WILL MOVE AT LEAST ONE LEVEL EACH YEAR ON THE IMPLEMENTATION INTEGRATION SCALE FROM THEIR BASE DATA. THE DIRECTOR WILL COORDINATE ALL TRAINING AND TA IN THIS SUBJECT AREA. ALL TRAINING AND TECHNICAL ASSISTANCE WILL BE MEASURED IN THE MONTHLY REPORTING BY CENTERS FOR KEY PATIENT SERVICES AND OUTCOMES. SCREENING, BRIEF INTERVENTION, AND REFERRAL TO TREATMENT FOR SUD WILL BE A MAJOR FOCUS OF THE GRANT. 200000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/2018, 05/31/2019, 11/30/2019, 05/31/2020, 3/31/2021 (FINAL) SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A 1. AMERICAN INDIAN HEALTH: $780,000MHCF WORKS WITH LEADERSHIP FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA, ALONG WITH STATE LEADERS AND OTHER STAKEHOLDERS, TO DEVELOP AND IMPLEMENT STRATEGIES TO IMPROVE AMERICAN INDIAN HEALTH. THIS SUPPORT INCLUDES PROVIDING STRATEGIC GRANTS PLANNED AND DEVELOPED BY MHCF STAFF IN CLOSE COLLABORATION WITH NATIVE AMERICAN PARTNERS AND TECHNICAL ASSISTANCE BY MHCF STAFF AND CONTRACTORS. MHCF ALSO PROVIDES FINANCIAL SUPPORT AND STAFF TIME TO PLAN, CONVENE, AND FACILITATE THE QUARTERLY MEETINGS OF THE AMERICAN INDIAN HEALTH LEADERS (AIHL) GROUP AND TO CARRY OUT FOLLOW-UP ACTIVITIES TO IMPLEMENT PRIORITIES IDENTIFIED DURING THE MEETINGS. IN 2021, MHCF SUPPORTED THE AIHL GROUP IN ITS COVID-19 RESPONSE, HIRING A CONSULTANT TO IDENTIFY FEDERAL COVID-RELATED FUNDING AND ASSISTING MEMBERS IN PROCURING THOSE FUNDS. MHCF STAFF AND CONSULTANTS SUPPORTED THE CONTINUED PLANNING OF NATIVE-LED SUBSTANCE USE INPATIENT TREATMENT SERVICES AND THE EXPANSION OF THE CONTINUUM OF CARE FOR SUBSTANCE USE FOR AMERICAN INDIANS IN MONTANA. MHCF HAS THREE FULL-TIME STAFF DEDICATED MAINLY TO THIS CHARITABLE ACTIVITY.2. BEHAVIORAL HEALTH: $3,500,000INTEGRATED BEHAVIORAL HEALTH: MHCF ISSUED EIGHT GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN MONTANA. MHCF STAFF PROVIDED INDIVIDUALIZED TRAINING AND TECHNICAL SUPPORT FOR EACH GRANTEE AND IMPLEMENTED AN ONLINE LEARNING PLATFORM. CONVENING: MHCF HOSTED AN INTEGRATED BEHAVIORAL HEALTH SUMMIT.BEHAVIORAL HEALTH CONTINUUM OF CARE: MHCF ISSUED SEVEN GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF BEHAVIORAL HEALTH CRISIS SYSTEMS. MHCF CONTINUED TO LEAD A GROUP OF STATE PARTNERS TO DEVELOP AND IMPLEMENT STRATEGIES TO EXPAND SUBSTANCE USE DISORDER PREVENTION AND PROVIDED GRANTS AS NEEDED TO HELP IMPLEMENT THESE STRATEGIES. MHCF PROVIDED GRANTS AND SUPPORTED TECHNICAL ASSISTANCE TO EXPAND THE IMPLEMENTATION OF ASSERTIVE COMMUNITY TREATMENT. THE MEADOWLARK INITIATIVE: IN 2021, MHCF ADDED FIVE NEW GRANTEES TO THIS INITIATIVE. THROUGH GRANTS AND TECHNICAL ASSISTANCE, MHCF HAS NOW SUPPORTED A TOTAL OF 19 HOSPITALS AND CLINICS ACROSS THE STATE TO IMPLEMENT A TEAM-BASED, INTEGRATED APPROACH TO PRENATAL CARE. THE MEADOWLARK MODEL OF CARE PROVIDES PREGNANT AND POSTPARTUM WOMEN PROMPT, EFFECTIVE CARE FOR MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. MHCF WORKED EXTENSIVELY WITH THE STATE OF MONTANA TO COORDINATE MHCF FUNDING AND ACTIVITIES WITH FEDERAL FUNDING FOR MEADOWLARK ACTIVITIES THAT ARE ADMINISTERED BY THE STATE. SCHOOL-BASED HEALTH INITIATIVE: IN 2021, THE SECOND YEAR OF THE INITIATIVE, MHCF SUPPORTED NEW AND EXPANSION OF EXISTING PARTNERSHIPS BETWEEN SCHOOLS AND HEALTH CARE PROVIDERS TO OFFER MEDICAL, BEHAVIORAL HEALTH, AND DENTAL SERVICES IN SCHOOLS THAT SERVE A HIGH PROPORTION OF AT-RISK YOUTH. MHCF PROVIDED GRANTS TO FOUR HEALTH CARE PROVIDERS TO COVER START-UP EXPENSES FOR CLINICS AT EIGHT SCHOOLS. THE HEALTH CARE PROVIDERS INCLUDED ONE TRIBAL HEALTH DEPARTMENT AND THREE FEDERALLY QUALIFIED HEALTH CENTERS. MHCF STAFF, ALONG WITH A CONTRACTOR, THE NATIONAL SCHOOL-BASED HEALTH ALLIANCE, PROVIDED ONE-ON-ONE AND COHORT-LEVEL TECHNICAL ASSISTANCE TO ASSIST GRANTEES WITH CLINIC SERVICE PLANNING, BUSINESS DEVELOPMENT, AND REVENUE GENERATION TO SUPPORT THE CLINICS BEYOND THE GRANT TERM, PARTNERSHIP FORMATION WITH SCHOOLS, AND OTHER ASPECTS OF SCHOOL-BASED CLINIC IMPLEMENTATION. GRANT APPLICATION ASSISTANCE: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $200,000 IN GRANTS, CONTRACTS, AND STAFF TIME TO IDENTIFY GRANT OPPORTUNITIES SUITABLE TO ADDRESS HEALTH CHALLENGES IN MONTANA (INCLUDING COVID-19) AND TO HELP MONTANA-BASED NONPROFITS, TRIBES, AND GOVERNMENT AGENCIES TO APPLY. IN TOTAL, THIS RESULTED IN BRINGING OVER $8.2 MILLION OF NEW REVENUE INTO THE STATE.3. PUBLIC HEALTH: $560,000MHCF WORKS TO STRENGTHEN MONTANA'S PUBLIC HEALTH SYSTEM BY SUPPORTING LOCAL AND TRIBAL PUBLIC HEALTH DEPARTMENTS. IN 2021, MHCF CONTINUED FUNDING FOR A MULTI-YEAR INITIATIVE THAT HAS PROVIDED SUB-GRANTS AND INDIVIDUAL TECHNICAL ASSISTANCE TO MOST COUNTIES AND TRIBES IN THE STATE. THE FUNDING WAS USED IN 2021, IN PART TO ASSIST COUNTIES AND TRIBES WITH THEIR COVID-19 RESPONSE. MHCF FUNDING ALSO CONTINUED SUPPORT FOR ONGOING SUB-GRANTS AND TECHNICAL ASSISTANCE PROVIDED BY THE GRANTEE TO HELP LOCAL AND TRIBAL HEALTH DEPARTMENTS COMPLETE COMMUNITY HEALTH ASSESSMENTS AND HEALTH IMPROVEMENT PLANS AND IMPLEMENT NEW PROGRAMS TO ADDRESS HIGH-PRIORITY HEALTH ISSUES. BUILDING ON THE RECOMMENDATIONS IN MHCF'S 2019 REPORT "CREATING A VISION FOR A HEALTHIER MONTANA: STRENGTHENING THE MONTANA PUBLIC HEALTH SYSTEM AND MHCF'S LARGE, FIVE-YEAR GRANT TO CREATE A NEW, NONPROFIT MONTANA PUBLIC HEALTH INSTITUTE (MTPHI) IN 2021, MHCF CONTINUED FUNDING FOR MTPHI AS AN ANCHOR STRATEGY TO STRENGTHEN THE STATE'S PUBLIC HEALTH INFRASTRUCTURE. MHCF'S CEO CONTINUES TO SERVE AS A FOUNDING BOARD MEMBER OF MTHPI, AND MHCF STAFF PROVIDES ONGOING SUPPORT ON NONPROFIT OPERATIONS PLANNING AND DEVELOPMENT AS NEEDED. IN 2021, MTPHI GREW TO PLAY AN ESSENTIAL ROLE IN SUPPORTING LOCAL HEALTH DEPARTMENTS, PROVIDING TECHNICAL SUPPORT ON THE IMPLEMENTATION OF NEW BEHAVIORAL HEALTH PROGRAMS, A REVIEW OF STATE SUPPORT FOR LOCAL COVID RESPONSE, AND RESEARCHING AND PROVIDING GUIDANCE ON THE IMPLEMENTATION OF NEW STATE PUBLIC HEALTH LAWS. 4. OTHER CHARITABLE ACTIVITY: $650,000HOUSING IS HEALTH CARE: MHCF CONDUCTED ONE DEMONSTRATION AND LEARNING SESSION WITH HOUSING AND HEALTH CARE PROVIDERS AND THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES TO PROMOTE THE DEVELOPMENT OF SUPPORTIVE HOUSING PRACTICES. MHCF ALSO AWARDED ONE DEVELOPMENT GRANT ALONG WITH PROVIDING TECHNICAL ASSISTANCE VIA A CONTRACT WITH THE CORPORATION FOR SUPPORTIVE HOUSING TO ADDRESS FREQUENT USERS OF COMMUNITY SYSTEMS AND EXPLORE SUPPORTIVE HOUSING INTERVENTIONS TO IMPROVE OUTCOMES AND REDUCE ASSOCIATED COSTS. MHCF CONDUCTED FACILITATED PLANNING SESSIONS WITH THE DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES, DEPARTMENT OF HOUSING, AND THE STATE CONTINUUM OF CARE TO SUPPORT AN INTERAGENCY COLLABORATION TO COORDINATE STRATEGIC PRIORITIES AND COMMUNICATION TO ALIGN SUPPORTIVE HOUSING RESOURCES. THROUGH THIS SUPPORT, MHCF'S HOUSING IS HEALTH CARE GRANTEES IN MISSOULA, GREAT FALLS, AND BOZEMAN WERE ABLE TO BEGIN HOUSING HOMELESS HIGH UTILIZERS IN 2021. MEDICAID AND HEALTH POLICY: TO SUPPORT A STRONG HEALTH SYSTEM THAT PROVIDES FOR THE NEEDS OF ALL MONTANANS, EACH YEAR, MHCF COMMISSIONS, CONTRIBUTES TO, AND BROADLY DISSEMINATES ECONOMIC, HEALTH, AND FISCAL IMPACT REPORTS ON KEY HEALTH POLICY QUESTIONS. IN 2021 THESE INCLUDED, FOR EXAMPLE, RESEARCH CONDUCTED FOR REPORTS INCLUDING "2021 ANNUAL REPORT: MEDICAID IN MONTANA AND "MEDICAID IN MONTANA: THE CRITICAL ROLE OF MEDICAID EXPANSION IN SUPPORTING MONTANA'S BEHAVIORAL HEALTH SYSTEM." 2,187,133.668 SHS VANGUARD SHORT TERM BOND IDX I 23205488 23205488 259,512.697 SHS EDGEWOOD GROWTH FUND CLASS 15697923 15697923 417,825.697 SHS EMERGING MARTKETS CORE EQUITY 10462355 10462355 263,697,835 SHS DODGE & COX INTERNATIONAL 12470271 12470271 240,967.128 SHS FIDELITY 500 INDEX FUND 39836686 39836686 239,586.856 SHS FIDELITY MID CAP INDEX 7664383 7664383 1,141,106.421 SHS FIDELITY LARGE CAP VALUE INDEX FUND 18645679 18645679 355,562.310 SHS HARBOR SMALL CAP GROWTH FUND 5117325 5117325 AEW CORE PROPERTY TRUST FMV 10828000 10828000 ARBOUR LANE CREDIT OPP FD II (B) LP FMV 1034615 1034615 ARENA SHORT DURATION, HIGH YIELD FUND FMV 8060532 8060532 AXIOM ASIA V LP FMV 4808870 4808870 AXIOM INTL SMALL CAP FMV 8649540 8649540 BOND II LP FMV 1477020 1477020 CANYON DISTRESSED OPPORTUNITY FUND II (CAYMAN), LP FMV 23720 23720 CANYON VALUE REALIZATION FUND (CAYMAN), LTD FMV 45901 45901 CENTERBRIDGE PARTNERS RE FUND II LP FMV 103441 103441 DAVIDSON KEMPNER FMV 3338091 3338091 DOVER STREET (HARBORVEST) FMV 2708053 2708053 ETON PARK OVERSEAS FUND LTD FMV 1172 1172 FARALLON CAPITAL MANAGEMENT, LLC FMV 4506616 4506616 FARALLON SPECIAL FMV 2851917 2851917 GOLUB CAPITAL PARTNERS INTERNATIONAL, LP FMV 3500000 3500000 INDUS SELECT FUND LTD FMV 15269895 15269895 KAYNE MIDSTREAM FMV 8389520 8389520 KENNEDY LEWIS FMV 3746787 3746787 LANDMARK REAL ESTATE PARTNERS VIII LP FMV 1859968 1859968 LEGACY VENTURE IX LLC FMV 5784464 5784464 MAVERICK HOLDINGS C, LTD FMV 1824871 1824871 MIDOCEAN PARTNERS V LP FMV 4976885 4976885 MW EUREKA FUND FMV 4186340 4186340 NEWBURY EQUITY PARTNERS V CAYMAN LP FMV 1903300 1903300 NEWPORT ASIA INTERNATIONAL FUND LP FMV 9543001 9543001 PONTIFAX FMV 777802 777802 RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) FMV 2713458 2713458 THE VARDE FUND XIII LP FMV 3465834 3465834 TIGER INFRASTRUCTURE PARTNERS FD III FMV 788774 788774 VOYA FMV 2762810 2762810 LEASEHOLD IMPROVEMENTS 64715 64715 0 SOFTWARE 50820 40656 10164 10164 LEGAL FEES 12034 0 11850 INTEREST RECEIVABLE 67008 98884 98884 SUPPLIES 9279 0 9279 COMMUNICATION AND OUTREACH 104669 0 104669 DUES AND SUBSCRIPTIONS 24069 0 24069 GRANT MAKING SOFTWARE EXPENSE 47400 0 44163 INSURANCE 20421 0 20421 OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT 74783 0 73786 GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE 677117 0 1028386 OFFICE FURNITURE, COMPUTER AND TELECOM EQUIPMENT 81318 0 81318 PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 0 1090333 0 MISCELLANEOUS INCOME 275 275 INCOME/LOSS FROM NON K-1 INVESTMENTS 5390 5390 ALTERNATIVE INVESTMENT INCOME 243031 117850 243031 UNREALIZED GAINS 28888301 INVESTMENT MANAGEMENT FEES 325699 325699 0 EXCISE TAXES 135000 0 0 FOREIGN INCOME TAXES 0 50425 0