MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202123159349103362
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T16:02:17-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194019 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466854005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA HEALTHCARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064517060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 EAST MAIN NO 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HARRINGTON | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4064517060 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | HARRINGTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2021-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $211,845,474 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,514,010 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,968 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,968 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,790,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,147,998 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,146,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,481,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,693,160 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150,508 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,439 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,605,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,879,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $435,733 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $73,350 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $359,650 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,079,739 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $108,208 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $974,264 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $282,571 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,031 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $251,540 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $26,139 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,325 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $54,027 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $32,272 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $319,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $319,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $192,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,414 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $31,736 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $133,371 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $133,131 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,421 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,705 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $27,716 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,152 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $10,152 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,575,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $839,006 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,542,156 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,171,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,425,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,357,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,237,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,229,169 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,409,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,425,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,586,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,195,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,454,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $244,455 | CashBOYAmt |
| Cash EOY | $305,015 | CashEOYAmt |
| Cash EOYFMV | $305,015 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,051,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,818,081 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,818,081 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $138 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,954 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $138 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $138 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $68,359,994 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,558,122 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,558,122 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,721,924 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,425,480 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,425,480 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $91,107,324 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,651,302 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,651,302 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $115,535 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $95,207 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $52,064 | LandBOYAmt |
| Land EOY | $20,328 | LandEOYAmt |
| Land EOYFMV | $20,328 | LandEOYFMVAmt |
| Other Assets BOY | $180,404 | OtherAssetsBOYAmt |
| Other Assets EOY | $67,008 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $67,008 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $188,719,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $211,845,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $211,845,474 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $64,364 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $94,452 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,048,424 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,056,595 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,112,788 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,151,047 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $185,479,215 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $209,310,071 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,127,194 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $384,356 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,606,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $209,694,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,719,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $211,845,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,606,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,195,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,892,101 | OtherIncreasesAmt |
| Subtotal | $209,694,427 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $209,694,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $44,336,999 | $33,631,101 | $10,705,898 | $10,705,898 | ||
| CAPITAL LOSS FROM SCHEDULE K-1 | P | $2,079,274 | -$2,079,274 | -$2,079,274 | |||
| AXIOM INTL SMALL CAP | P | $45,754 | $36,615 | $9,139 | $9,139 | 2019-01-01 | 2020-12-31 |
| CANYON VALUE REA 10-18-4 | P | $2,685,111 | $2,500,000 | $185,111 | $185,111 | 2019-01-01 | 2020-12-31 |
| CANYON VALUE REA 10-18-5 | P | $769,450 | $750,000 | $19,450 | $19,450 | 2019-01-01 | 2020-12-31 |
| DOVER STREET X FEEDER FUND LP | P | $116,969 | $42,002 | $74,967 | $74,967 | 2019-01-01 | 2020-12-31 |
| ETON PARK | P | $1,819 | $966 | $853 | $853 | 2019-01-01 | 2020-12-31 |
| GOLUB CAP PARTNERS | P | $188,510 | $7,306 | $181,204 | $181,204 | 2019-01-01 | 2020-12-31 |
| INDUS SELECT FUND, LTD | P | $2,000,000 | $1,260,815 | $739,185 | $739,185 | 2019-01-01 | 2020-12-31 |
| MAVERICK FUND LTD | P | $2,968,585 | $2,500,000 | $468,585 | $468,585 | 2019-01-01 | 2020-12-31 |
| MAVERICK FUND LTD SR DMN | P | $624,533 | $500,000 | $124,533 | $124,533 | 2019-01-01 | 2020-12-31 |
| WTC CTF RESEARCH EQUITY | P | $11,618,642 | $12,355,133 | -$736,491 | -$736,491 | 2014-09-22 | 2020-04-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,693,160 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $159,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $159,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $159,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $212,794 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $257,794 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $98,582 | OverpaymentAmt |
| Applied To ES Tax | $98,582 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MTHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED MADDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064517060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 EAST MAIN NO 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM UNDERRINER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TREASURER | 6.20 | $24,000 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CHAIR | 9.00 | $24,000 | $0 | $0 |
| DENIS PRAGER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 2.30 | $24,000 | $0 | $0 |
| GERALD GRAY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 6.00 | $24,000 | $0 | $0 |
| JUDITH LAPAN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | VICE-CHAIR | 5.00 | $24,000 | $0 | $0 |
| JOANNE PIEPER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 8.50 | $24,000 | $0 | $0 |
| PAUL COOK | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SECRETARY | 7.00 | $24,000 | $0 | $0 |
| AARON WERNHAM | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CEO | 40.00 | $267,733 | $23,909 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| THEODORE MADDEN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | COO | 40.00 | $168,328 | $19,933 | $0 |
| SCOTT MALLOY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | PROGRAM DIRECTOR | 40.00 | $141,818 | $18,873 | $0 |
| TRESSIE WHITE | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | PROGRAM DIRECTOR | 40.00 | $131,828 | $18,473 | $0 |
| KASSIE RUNSABOVE | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | PROGRAM OFFICER | 40.00 | $94,649 | $16,986 | $0 |
| MELINDA BUCHHEIT | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | COMMUNICATIONS MANAG | 40.00 | $84,043 | $16,562 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MANATT PHELPS & PHILLIPS | |||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | RESEARCH | $255,000 |
| NEPC LLC | |||||
| DEPARTMENT 3570 BOX 4110 | WOBURN | MA | 018884110 | INVESTMENT CONSULTING | $183,780 |
| RJS & ASSOCIATES | |||||
| 435 OATS RD | BOX ELDER | MT | 59521 | GRANT WRITING | $130,600 |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | |||||
| 1400 K ST NW SUITE 400 | WASHINGTON | DC | 20005 | TECHNICAL ASSISTANCE | $95,022 |
| SCHOOL-BASED HEALTH ALLIANCE | |||||
| 3502 18TH AVE DR W | BRADENTON | FL | 34205 | TECHNICAL ASSISTANCE | $82,603 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMERICAN INDIAN HEALTH: SEE STATEMENT 13 | Description1Txt |
| Expenses1 | $700,000 | Expenses1Amt |
| Description2 | BEHAVIORAL HEALTH: SEE STATEMENT 13 | Description2Txt |
| Expenses2 | $3,100,000 | Expenses2Amt |
| Description3 | PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 13 | Description3Txt |
| Expenses3 | $700,000 | Expenses3Amt |
| Description4 | PUBLIC HEALTH: SEE STATEMENT 13 | Description4Txt |
| Expenses4 | $850,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $86,841,053 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,841,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $91,465,628 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $183,147,737 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $183,147,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,747,216 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,400,521 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,020,026 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,020,026 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $159,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $159,212 | TotalTaxAmt |
| Distributable Before Adj | $8,860,814 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $150,508 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,011,322 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,011,322 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,586,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,586,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,586,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,011,322 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,248,630 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,586,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,248,630 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $337,745 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,673,577 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MONTANA HEALTHCARE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E MAIN SUITE 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4064517060 | RecipientPhoneNum |
| Form And Info And Materials | VISIT WWW.MTHCF.ORG FOR APPLICATION INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT WWW.MTHCF.ORG FOR SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | VISIT WWW.MTHCF.ORG FOR FUNDING RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADDICTIVE AND MENTAL DISORDERS DIVISION | ||||||
| 100 NORTH PARK SUITE 300 | HELENA | MT | 59620 | GOV | MT CTC COACH-IN-TRAINING EXPANSION GRANT | $89,412 |
| ALLUVION HEALTH | ||||||
| 601 1ST AVE N | GREAT FALLS | MT | 59401 | PC | CRISIS INTERVENTION SYSTEM | $50,243 |
| ALLUVION HEALTH | ||||||
| 601 1ST AVE N | GREAT FALLS | MT | 59401 | PC | PARTNERING FOR THE HEALTH OF OUR COMMUNITY | $62,500 |
| ALLUVION HEALTH | ||||||
| 601 1ST AVE N | GREAT FALLS | MT | 59401 | PC | ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE | $50,000 |
| ALLUVION HEALTH | ||||||
| 602 1ST AVE N | GREAT FALLS | MT | 59402 | PC | IMPLEMENTATION OF AN INNOVATIVE ALTERNATIVE PAYMENT MODEL FOR DIRECT PRIMARY CARE | $16,375 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||
| 2017 HARRISON AVE | BUTTE | MT | 59701 | PC | MONTANA CONFERENCE ON SUICIDE PREVENTION SPONSORSHIP | $500 |
| ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS | ||||||
| 34 WEST 6TH AVENUE SUITE 2E | HELENA | MT | 59601 | NC | HIGHER LOGIC COMMUNITY SHARING PLATFORM | $22,500 |
| AWARE INC | ||||||
| 205 EAST PARK | ANACONDA | MT | 59711 | PC | AWARE PACT SERVICE EXPANSION-REGION 4 | $100,000 |
| AWE KUALAWAACHE CARE CENTER | ||||||
| 10131 SOUTH HERITAGE ROAD | CROW AGENCY | MT | 59022 | PC | INFECTION CONTROL TRAINING | $3,000 |
| BARRETT HOSPITAL FOUNDATION | ||||||
| 600 HWY 91 SOUTH | DILLON | MT | 59725 | PC | BARRETT HOSPITAL & HEALTHCARE INTEGRATED BEHAVIORAL HEALTH COLLABORATIVE | $25,000 |
| BEHAVIORAL HEALTH ALLIANCE OF MONTANA | ||||||
| PO BOX 7635 | MISSOULA | MT | 59807 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| BEHAVIORAL HEALTH ALLIANCE OF MONTANA | ||||||
| PO BOX 7635 | MISSOULA | MT | 59807 | PC | JIM FITZGERALD: MAN OR LEGEND? | $10,000 |
| BEHAVIORAL HEALTH ALLIANCE OF MONTANA | ||||||
| PO BOX 7635 | MISSOULA | MT | 59807 | PC | PEER SUPPORT SUMMIT | $10,000 |
| BIG SKY AACAP | ||||||
| 2620 COLONIAL DR STE B | HELENA | MT | 59601 | PC | MONTANA PSYCHIATRY CONFERENCE SPONSORSHIP | $500 |
| BITTERROOT CASA INC | ||||||
| 217 N 3RD ST STE H1 | HAMILTON | MT | 59840 | PC | BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING | $27,913 |
| BLACKFEET TRIBAL HEALTH | ||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | ADDRESSING PERINATAL BEHAVIORAL HEALTH ON THE BLACKFEET RESERVATION | $75,000 |
| BLACKFEET TRIBAL HEALTH | ||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | BLACKFEET TRIBAL HEALTH 638 OF THE COMMUNITY HEALTH EDUCATION PROGRAM | $19,877 |
| BOZEMAN HEALTH FOUNDATION | ||||||
| 931 HIGHLAND BLVD STE 3200 | BOZEMAN | MT | 59715 | PC | PERINATAL SUBSTANCE ABUSE IN SOUTHWEST MONTANA: AN INTEGRATED MODEL | $55,000 |
| BOZEMAN HEALTH FOUNDATION | ||||||
| 931 HIGHLAND BLVD STE 3200 | BOZEMAN | MT | 59715 | PC | COMMUNITY CRISIS RESPONSE | $50,000 |
| CENTER FOR MENTAL HEALTH | ||||||
| 915 1ST AVE SOUTH | GREAT FALLS | MT | 59401 | PC | PACT TEAM EXPANSION & MACT IMPLEMENTATION | $140,000 |
| CENTER POLE | ||||||
| PO BOX 71 | GARRYOWEN | MT | 59031 | PC | USING ALL PARTS OF THE BUFFALO: BETTER RESERVATION HEALTH THROUGH FOOD RESCUE AND RECOVERY | $50,000 |
| COMMUNITY HEALTH PARTNERS | ||||||
| 112 W LEWIS ST | LIVINGSTON | MT | 59047 | PC | IBH SBHC | $18,750 |
| COMMUNITY HEALTH PARTNERS | ||||||
| 112 W LEWIS ST | LIVINGSTON | MT | 59047 | PC | SCHOOL WELLNESS WITH COMMUNITY HEALTH PARTNERS AND BELGRADE SCHOOL DISTRICT | $25,000 |
| COMMUNITY HOSPITAL OF ANACONDA | ||||||
| 401 WEST PENNSYLVANIA AVE | ANACONDA | MT | 59711 | PC | SEEK TO UNDERSTAND:SEEK TO CHANGE - REDUCING ADVERSE OUTCOMES OF PERINATAL SUD | $37,500 |
| COMMUNITY HOSPITAL OF ANACONDA | ||||||
| 401 WEST PENNSYLVANIA AVE | ANACONDA | MT | 59711 | PC | INTEGRATING BEHAVIORAL HEALTH FOR ADLC | $75,000 |
| COMMUNITY MEDICAL CENTER | ||||||
| 2827 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | NC | COMMUNITY MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH IMPLEMENTATION | $100,000 |
| DPHHS SENIOR AND LONG TERM CARE DIVISION | ||||||
| PO BOX 4210 | HELENA | MT | 59604 | GOV | INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) | $75,000 |
| EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER | ||||||
| 2508 WILSON STREET | MILES CITY | MT | 59301 | PC | MACT SERVICES IN EASTERN MONTANA | $130,000 |
| FAMILY MEDICINE RESIDENCY OF WESTERN MONTANA | ||||||
| 401 W RAILROAD | MISSOULA | MT | 59802 | PC | PLANNING GRANT TO DEVELOP AN ONLINE CERTIFICATE PROGRAM & CME OPPORTUNITIES IN CLIMATE AND HEALTH | $24,984 |
| FLATHEAD CITY-COUNTY HEALTH DEPARTMENT | ||||||
| 1035 FIRST AVENUE WEST | KALISPELL | MT | 59901 | GOV | DEVELOPING A PLAN TO TRANSFORM THE BEHAVIORAL HEALTH SYSTEM THROUGH MAPPING | $25,000 |
| FORT BELKNAP TRIBES | ||||||
| 656 AGENCY MAIN ST | HARLEM | MT | 59526 | GOV | BILLINGS AREA COMMUNITY HEALTH AIDE PROGRAM | $75,000 |
| GREATER VALLEY HEALTH CENTER | ||||||
| 1035 1ST AVE WEST SUITE 210 | KALISPELL | MT | 59901 | PC | SCHOOL BASED HEALTH CENTERS - INTEGRATED BEHAVIORAL HEALTH | $50,000 |
| GREATER VALLEY HEALTH CENTER | ||||||
| 1035 1ST AVE WEST SUITE 210 | KALISPELL | MT | 59901 | PC | SCHOOL BASED HEALTH CENTERS - PRIMARY CARE | $75,000 |
| HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION | ||||||
| 318-320 N LAST CHANCE GULCH STE 2C | HELENA | MT | 59601 | PC | PERINATAL MENTAL HEALTH CONFERENCE 2020 | $1,000 |
| HELENA INDIAN ALLIANCE | ||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | INTEGRATED BEHAVIORAL HEALTH FOR URBAN INDIAN CENTER | $75,000 |
| HENRY J KAISER FAMILY FOUNDATION | ||||||
| 185 BERRY ST STE 2000 | SAN FRANCISCO | CA | 94107 | PC | KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP | $300,129 |
| HOLY ROSARY HEALTHCARE FOUNDATION | ||||||
| 2600 WILSON STREET | MILES CITY | MT | 59301 | PC | INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN EASTERN MONTANA | $25,000 |
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | ||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | PC | PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 | $50,000 |
| INDIAN FAMILY HEALTH CLINIC | ||||||
| 1220 CENTRAL AVE | GREAT FALLS | MT | 59401 | PC | IFHC IBH: HOPE, HEALING, & HEALTH IN AN URBAN INDIAN COMMUNITY | $75,000 |
| INTERTRIBAL AGRICULTURE COUNCIL INC | ||||||
| 100 N 27TH ST | BILLINGS | MT | 59101 | PC | INTERTRIBAL AGRICULTURE COUNCIL 2020 VIRTUAL CONFERENCE | $500 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | C3_IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE | $25,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH | ||||||
| PO BOX 1744 | HELENA | MT | 59624 | PC | INTEGRATED BEHAVIORAL HEALTH OUTREACH | $100,000 |
| LEWIS & CLARK COUNTY PUBLIC HEALTH | ||||||
| 1930 9TH AVE | HELENA | MT | 59601 | GOV | DESIGNING A MORE EFFECTIVE BEHAVIORAL HEALTH SERVICE CONTINUUM IN LEWIS AND CLARK COUNTY | $78,598 |
| LIVINGSTON HEALTHCARE FOUNDATION | ||||||
| 320 ALPENGLOW LANE | LIVINGSTON | MT | 59047 | PC | C2_LIVINGSTON HEALTHCARE'S PERINATAL BEHAVIORAL HEALTH AND SUBSTANCE USE TREATMENT PATHWAY | $40,632 |
| MARCUS DALY MEMORIAL HOSPITAL | ||||||
| 1200 WESTWOOD DR | HAMILTON | MT | 59840 | PC | MARCUS DALY - IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH | $62,500 |
| MONTANA BUDGET AND POLICY CENTER | ||||||
| 15 WEST 6TH AVENUE 3E | HELENA | MT | 59601 | PC | GENERAL SUPPORT GRANT | $50,000 |
| MONTANA CONTINUUM CARE COALITION | ||||||
| 321 EAST MAIN STREET SUITE 316 | BOZEMAN | MT | 59715 | PC | SUPPORTIVE HOUSING CAPACITY BUILDING IN MONTANA | $30,783 |
| MONTANA CONTINUUM CARE COALITION | ||||||
| 321 EAST MAIN STREET SUITE 316 | BOZEMAN | MT | 59715 | PC | MONTANA CONFERENCE ON HOMELESSNESS | $5,000 |
| MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES | ||||||
| 100 N PARK AVE | HELENA | MT | 59620 | GOV | COMMUNITY INTEGRATED HEALTHCARE EMS | $40,000 |
| MONTANA ENVIRONMENTAL HEALTH ASSOCIATION FOUNDATION | ||||||
| PO BOX 741 | HELENA | MT | 59624 | PC | MONTANA ENVIRONMENTAL HEALTH STUDY | $10,000 |
| MONTANA FOOD BANK NETWORK INC | ||||||
| 5625 EXPRESSWAY | MISSOULA | MT | 59808 | PC | HARDIN RURAL HEALTH FOOD BOX PROGRAM | $10,000 |
| MONTANA FREE PRESS | ||||||
| PO BOX 1425 | HELENA | MT | 59624 | PC | STATEWIDE COVERAGE OF COVID-19 ON INDIVIDUALS, COMMUNITIES, HEALTH CARE SYSTEM, AND LEGISLATION | $20,000 |
| MONTANA HUMAN RIGHTS NETWORK | ||||||
| PO BOX 1509 | HELENA | MT | 59601 | PC | GENERAL SUPPORT GRANT | $50,000 |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | ||||||
| 2021 11TH AVENUE SUITE 1 | HELENA | MT | 59601 | PC | IMPROVING INTEROPERABILITY & CAPABILITIES OF BEHAVIORAL & INDIAN HEALTH ELECTRONIC HEALTH SYSTEMS | $100,000 |
| MONTANA NONPROFIT ASSOCIATION | ||||||
| PO BOX 1744 | HELENA | MT | 59624 | PC | MONTANA NONPROFIT ASSOCIATION CONFERENCE 2020 | $4,000 |
| MONTANA OFFICE OF PUBLIC INSTRUCTION | ||||||
| PO BOX 202501 | HELENA | MT | 59620 | GOV | SCHOOL WELLNESS INITIATIVE | $60,000 |
| MONTANA PUBLIC HEALTH INSTITUTE | ||||||
| 235 SEGIAH WAY | KALISPELL | MT | 59901 | PC | MONTANA PUBLIC HEALTH INSTITUTE START UP | $450,000 |
| MONTANA STATE UNIVERSITY | ||||||
| 309 MONTANA HALL | BOZEMAN | MT | 59715 | PC | DISSEMINATION OF RURAL PERIOPERATIVE SURGICAL HOME (PSH) MODEL AND LOCAL COMMUNITY CAPACITY BUILDING | $27,131 |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | ||||||
| PO BOX 172470 | BOZEMAN | MT | 59717 | GOV | MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION | $75,000 |
| MONTANA STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 172750 | BOZEMAN | MT | 59717 | PC | DEVELOPING AN ASSESSMENT OF CLIMATE CHANGE AND HUMAN HEALTH FOR MONTANA | $23,625 |
| MONTANA SUPREME COURT | ||||||
| 215 N SANDERS | HELENA | MT | 59620 | GOV | STATEWIDE DRUG COURT GRANT | $9,000 |
| MONTANA SUPREME COURT | ||||||
| 216 N SANDERS | HELENA | MT | 59620 | GOV | STATEWIDE DRUG COURT GRANT | $5,000 |
| MONTANA SUPREME COURT | ||||||
| 217 N SANDERS | HELENA | MT | 59620 | GOV | STATEWIDE DRUG COURT GRANT | $5,000 |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||
| 17 N 26TH ST SUITE 22 | BILLINGS | MT | 59101 | PC | IMPLEMENTING IBH & BILLING TO ACHIEVE SUSTAINABILITY OF HEALTH SERVICES FOR AMERICAN INDIANS IN BILLINGS | $37,500 |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||
| 17 N 26TH ST SUITE 22 | BILLINGS | MT | 59101 | PC | MEDICATION ASSISTED TREATMENT (MAT) CLINIC FEASIBILITY PLANNING | $20,000 |
| ONE HEALTH | ||||||
| PO BOX 408 | HARDIN | MT | 59034 | PC | SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES | $75,000 |
| ONE HEALTH | ||||||
| PO BOX 408 | HARDIN | MT | 59034 | PC | INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY | $150,000 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 401 RAILROAD STREET WEST | MISSOULA | MT | 59802 | PC | REDESIGNING SCHOOL BASED BEHAVIORAL HEALTH AT WILLARD ALTERNATIVE HIGH SCHOOL IN MISSOULA, MONTANA | $18,750 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 401 RAILROAD STREET WEST | MISSOULA | MT | 59802 | PC | MISSOULA STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH AND WELL-BEING | $50,000 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 401 RAILROAD STREET WEST | MISSOULA | MT | 59802 | PC | IMPLEMENTING A MEDICAL LEGAL PARTNERSHIP AT PARTNERSHIP HEALTH CENTER | $24,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE MEDICAL GROUP IBH NETWORK GRANT | $100,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | MEDICAL LEGAL PARTNERSHIP AT PROVIDENCE ST. PATRICK HOSPITAL | $50,000 |
| PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION | ||||||
| 1400 BROADWAY STREET | HELENA | MT | 59620 | GOV | IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS | $227,500 |
| PUREVIEW HEALTH CENTER | ||||||
| 1930 9TH AVE | HELENA | MT | 59601 | PC | IMPLEMENTATION OF EAST HELENA SBHC | $35,000 |
| RED LODGE AREA COMMUNITY FOUNDATION | ||||||
| 122 HAUSER S AVE | RED LODGE | MT | 59068 | PC | CARBON COUNTY AREA RIDE & TRANSIT: A PLANNING PROPOSAL TO ADDRESS RURAL ISOLATION & MOBILITY NEEDS | $24,853 |
| RIMROCK FOUNDATION | ||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | STRENGTHENING CRISIS RESPONSE AND DIVERSION IN FRONTIER COUNTIES IN EASTERN MONTANA | $50,000 |
| RIMROCK FOUNDATION | ||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) | $130,000 |
| ROCKY MOUNTAIN TRIBAL LEADERS COUNCIL | ||||||
| 2929 3RD AVE NORTH | BILLINGS | MT | 59101 | PC | SUPPORTING THE RMTLC HEALTH SUB-COMMITTEE WITH A HEALTH POLICY ANALYST / INDIAN HEALTH CARE ADVISOR | $50,000 |
| SALISH KOOTENAI COLLEGE | ||||||
| PO BOX 70 | PABLO | MT | 59855 | PC | FOUR-YEAR BACHELOR OF SCIENCE IN NURSING DEGREE TO INCREASE NATIVE AMERICAN NURSES IN MONTANA | $50,000 |
| SAPPHIRE COMMUNITY HEALTH INC | ||||||
| 316 NORTH 3RD | HAMILTON | MT | 59840 | PC | SAPPHIRE'S SCHOOL WELLNESS PROJECT | $50,000 |
| SIDNEY HEALTH CENTER | ||||||
| 216 14TH AVE SW | SIDNEY | MT | 59270 | PC | BAKKEN BEHAVIORAL HEALTH INTEGRATION | $75,000 |
| SMILES ACROSS MONTANA | ||||||
| 105 GREY WOLF TRAIL | BOZEMAN | MT | 59718 | PC | EXPANDING SMILES ACROSS MONTANA SERVICES | $25,000 |
| ST JAMES HEALTHCARE FOUNDATION | ||||||
| 400 S CLARK ST | BUTTE | MT | 59701 | PC | BSB FUSE: BUTTE-SILVER BOW SUPPORTIVE HOUSING DEVELOPMENT PROJECT | $50,000 |
| ST LUKE COMMUNITY HEALTHCARE FOUNDATION | ||||||
| 107 6TH AVE SW | RONAN | MT | 59864 | PC | IBH CONSOLIDATION GRANT | $37,500 |
| ST LUKE COMMUNITY HEALTHCARE FOUNDATION | ||||||
| 107 6TH AVE SW | RONAN | MT | 59864 | PC | WRAPPED IN HOPE | $65,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | REDUCING ADVERSE OUTCOMES OF PERINATAL MENTAL ILLNESS & SUBSTANCE USE DISORDERS | $37,500 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | LOOK CLOSER: ADDRESSING PERINATAL BEHAVIORAL HEALTH IN EASTERN MONTANA | $37,500 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | LOCKWOOD INTEGRATED SCHOOL-BASED HEALTH CENTER | $36,125 |
| THE CITY OF MISSOULA OFFICE OF HOUSING AND COMMUNITY DEVELOPMENT | ||||||
| 435 RYMAN | MISSOULA | MT | 59801 | GOV | MISSOULA FUSE SUPPORTIVE HOUSING | $75,000 |
| UNIVERSITY OF MONTANA | ||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | GOV | MONTANA INTERPROFESSIONAL STUDENT HOTSPOTTING | $23,991 |
| UNIVERSITY OF MONTANA | ||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | GOV | IMPROVING ACCESS, TRAINING, AND RECRUITMENT FOR AMERICAN INDIAN HEALTHCARE | $48,679 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | GOV | CAPACITY BUILDING FOR THE UNIVERSITY OF MONTANA PUBLIC HEALTH TRAINING INSTITUTE | $48,341 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | GOV | AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) | $49,978 |
| UNIVERSITY OF MONTANA'S BUREAU OF BUSINESS AND ECONOMIC RESEARCH (BBER) | ||||||
| OFFICE OF SPONSORED PROGRAMS | MISSOULA | MT | 59801 | GOV | AFFORDABLE HOUSING STUDY | $25,000 |
| YWCA GREAT FALLS | ||||||
| 220 2ND STREET NORTH | GREAT FALLS | MT | 59401 | PC | GREAT FALLS HEALTHY HOUSING PROJECT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,229,169 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADDICTIVE AND MENTAL DISORDERS DIVISION | ||||||
| 100 NORTH PARK SUITE 300 | HELENA | MT | 59620 | GOV | MT CTC COACH-IN-TRAINING EXPANSION GRANT | $89,412 |
| ALLUVION HEALTH | ||||||
| 601 1ST AVE N | GREAT FALLS | MT | 59401 | PC | ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE | $50,000 |
| ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS | ||||||
| 34 WEST 6TH AVENUE SUITE 2E | HELENA | MT | 59601 | NC | HIGHER LOGIC COMMUNITY SHARING PLATFORM | $20,000 |
| AWARE INC | ||||||
| 205 EAST PARK | ANACONDA | MT | 59711 | PC | AWARE PACT SERVICE EXPANSION-REGION 4 | $65,000 |
| BITTERROOT CASA INC | ||||||
| 217 N 3RD ST STE H1 | HAMILTON | MT | 59840 | PC | BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING | $27,913 |
| CENTER FOR MENTAL HEALTH | ||||||
| 915 1ST AVE SOUTH | GREAT FALLS | MT | 59401 | PC | PACT TEAM EXPANSION & MACT IMPLEMENTATION | $67,000 |
| DPHHS SENIOR AND LONG TERM CARE DIVISION | ||||||
| PO BOX 4210 | HELENA | MT | 59604 | GOV | INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) | $75,000 |
| EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER | ||||||
| 2508 WILSON STREET | MILES CITY | MT | 59301 | PC | MACT SERVICES IN EASTERN MONTANA | $72,515 |
| GREATER VALLEY HEALTH CENTER | ||||||
| 1035 1ST AVE WEST SUITE 210 | KALISPELL | MT | 59901 | PC | SCHOOL BASED HEALTH CENTERS - PRIMARY CARE | $75,000 |
| HENRY J KAISER FAMILY FOUNDATION | ||||||
| 185 BERRY ST STE 2000 | SAN FRANCISCO | CA | 94107 | PC | KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP | $100,043 |
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | ||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | PC | PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 | $50,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE | $25,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH | ||||||
| PO BOX 1744 | HELENA | MT | 59624 | PC | INTEGRATED BEHAVIORAL HEALTH OUTREACH | $100,000 |
| MARCUS DALY MEMORIAL HOSPITAL | ||||||
| 1200 WESTWOOD DR | HAMILTON | MT | 59840 | PC | MARCUS DALY- IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH | $62,500 |
| MONTANA OFFICE OF PUBLIC INSTRUCTION | ||||||
| PO BOX 202501 | HELENA | MT | 59620 | GOV | SCHOOL WELLNESS INITIATIVE | $40,000 |
| MONTANA PUBLIC HEALTH INSTITUTE | ||||||
| 235 SEGIAH WAY | KALISPELL | MT | 59901 | PC | MONTANA PUBLIC HEALTH INSTITUTE START UP | $200,000 |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | ||||||
| PO BOX 172470 | BOZEMAN | MT | 59717 | GOV | MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION | $25,000 |
| ONE HEALTH | ||||||
| PO BOX 408 | HARDIN | MT | 59034 | PC | SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES | $75,000 |
| ONE HEALTH | ||||||
| PO BOX 408 | HARDIN | MT | 59034 | PC | INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY | $150,000 |
| PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION | ||||||
| 1400 BROADWAY STREET | HELENA | MT | 59620 | GOV | IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS | $105,000 |
| PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION | ||||||
| 1400 BROADWAY STREET | HELENA | MT | 59620 | GOV | IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS | $125,000 |
| RIMROCK FOUNDATION | ||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) | $67,148 |
| SIDNEY HEALTH CENTER | ||||||
| 216 14TH AVE SW | SIDNEY | MT | 59270 | PC | BAKKEN BEHAVIORAL HEALTH INTEGRATION | $75,000 |
| ST LUKE COMMUNITY HEALTHCARE FOUNDATION | ||||||
| 107 6TH AVE SW | RONAN | MT | 59864 | PC | WRAPPED IN HOPE | $65,000 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | PC | AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) | $49,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,856,509 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,968 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,790,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,146,997 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| MISCELLANEOUS REVENUE | $508 |
| RETURNED GRANT | $150,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,940,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $150,508 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,091,217 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | REFUND OF PRIOR YEAR QUALIFYING DISTRIBUTIONS |
| 11B | REFUND OF CHARITABLE GRANT EXPENDITURES PAID IN A PRIOR YEAR |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $22,500 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | HIGHER LOGIC COMMUNITY SHARING PLATFORM | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CARING FOR MONTANANS INC | ||||||
| 1 | 560 NORTH PARK AVENUE | HELENA | MT | 59601 | $10,000,000 | Yes (X) |
| DEPARTMENT OF HEALTH AND HUMAN SERVICES | ||||||
| 2 | PO BOX 202951 | HELENA | MT | 59620 | $500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $54,027 | Amt |
| Net Investment Income | $18,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,272 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY MEDICAL CENTER | |||||||||
| 2827 FORT MISSOULA RD | MISSOULA | MT | 59804 | 2018-07-19 | $150,000 | A COLLABORATIVE APPROACH TO IMPROVING SCREENING AND TREATMENT FOR PERINATAL DRUG USE IN MISSOULA. | $150,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018, 02/28/2019, 07/31/2019, 1/31/2020, 9/30/2020 (FINAL) |
| COMMUNITY MEDICAL CENTER | |||||||||
| 2827 FORT MISSOULA RD | MISSOULA | MT | 59804 | 2019-04-18 | $200,000 | TO INTEGRATE BEHAVIORAL HEALTH SERVICES INTO COMMUNITY PHYSICIAN'S GROUP PRIMARY CARE CLINICS | $108,303 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 11/30/2019; 4/30/2020; 10/31/2020 |
| HELENA OBGYN & ASSOCIATES PC | |||||||||
| 45 MEDICAL PARK DR | HELENA | MT | 59601 | 2018-11-16 | $150,000 | GO MOM GO. INTEGRATED BEHAVIOR HEALTH SUPPORT WOMEN DURING PRENATAL, POSTNATAL AND POSTPARTUM HELENA. | $150,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018, 5/31/2019, 11/30/2019, 5/30/2020, 11/30/2020 (FINAL) |
| MONTANA HEALTH NETWORK HEALTH INC | |||||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | 2018-12-01 | $280,000 | EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM. | $228,472 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018, 06/30/2019, 12/31/2019, 06/30/2020, 12/31/2020 |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||||
| 1805 EUCLID AVE | HELENA | MT | 59601 | 2018-10-29 | $200,000 | BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE. | $180,651 | 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 |
| NORTHCENTRAL MONTANA HOSPITAL ALLIANCE | |||||||||
| PO BOX 6762 | GREAT FALLS | MT | 59406 | 2019-12-13 | $150,000 | TO INCREASE ACCESS TO LICENSED BEHAVIORAL HEALTH PRACTITIONERS. GRANT WAS RETURNED TO MONTANA HEALTHCARE FOUNDATION ON 7/1/2020. | $0 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 07/01/2020 (FINAL) |
| ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS | |||||||||
| 34 WEST 6TH AVENUE SUITE 2E | HELENA | MT | 59601 | 2020-04-24 | $42,500 | THE COMMUNITY WILL SERVE THE LOCAL & TRIBAL HEALTH DEPARTMENTS WITHIN THE STATE OF MONTANA AS A COLLABORATIVE AND CROSS-JURISDICTIONAL PLATFORM. MEMBERS OF THE COMMUNITY WILL POST QUESTIONS, ANSWERS, TOOLS, AND RESOURCES FREELY WITHIN THE SOFTWARE. THIS PLATFORM WILL INFORM AND EXPEDITE COMMUNICATION AND ENHANCE BEST PRACTICES THROUGHOUT THE PUBLIC HEALTH REALM AND ESPECIALLY IN TIMES OF NEED, SUCH AS COVID-19 PANDEMIC. | $22,500 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 10/31/2020, 4/30/2021, 5/31/2021, 10/31/2021 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART IX-A | FormAndLineReferenceDesc |
| Medium Explanation | 1. AMERICAN INDIAN HEALTH: $700,000MHCF 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 DEVELOPED BY MHCF STAFF IN CLOSE COLLABORATION WITH TRIBAL PARTNERS AND TECHNICAL ASSISTANCE BY MHCF STAFF AND CONTRACTORS. MHCF ALSO PROVIDES FINANCIAL AND STAFF SUPPORT TO PLAN AND CONVENE 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 2020 MHCF ALSO SUPPORTED THE AIHL GROUP IN ITS COVID-19 RESPONSE, WHICH INCLUDED SWITCHING TO VIRTUAL MEETINGS, HIRING A CONSULTANT TO IDENTIFY FEDERAL COVID-RELATED FUNDING, AND ASSISTING MEMBERS IN PROCURING THOSE FUNDS. MHCF STAFF PROVIDED ADVICE AND ASSISTANCE FOR INDIVIDUAL TRIBES AND URBAN INDIAN HEALTH CENTERS ON COVID-RELATED CHALLENGES. MHCF HAS THREE FULL-TIME STAFF DEDICATED MAINLY TO THIS CHARITABLE ACTIVITY.2. BEHAVIORAL HEALTH: $3,100,000INTEGRATED BEHAVIORAL HEALTH: MHCF ISSUED NINE GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN MONTANA. MHCF STAFF CONTINUED TO CONTRACT WITH THE NATIONAL COUNCIL FOR BEHAVIORAL HEALTH AND THE MONTANA PRIMARY CARE ASSOCIATION TO PROVIDE INDIVIDUALIZED TRAINING AND TECHNICAL SUPPORT FOR EACH GRANTEE AND CONDUCT WEBINARS ON RELEVANT TOPICS. WITH THE STATE OF MONTANA AND THE NATIONAL COUNCIL FOR BEHAVIORAL HEALTH, MHCF RESEARCHED AND PUBLISHED "SUSTAINING AND EXPANDING INTEGRATED CARE IN MONTANA," A REPORT THAT IDENTIFIES POLICY ACTIONS THAT MONTANA CAN TAKE TO SUSTAIN THIS FIELD.CONVENING: MHCF CONVENED VIRTUAL MEETINGS ON PLANNING AND IMPLEMENTING BEHAVIORAL HEALTH CRISIS SYSTEMS AND IMPLEMENTING TELEHEALTH WITHIN THE PUBLIC HEALTH EMERGENCY. SUBSTANCE USE DISORDER PREVENTION AND TREATMENT: MHCF CONTINUED TO LEAD A GROUP OF STATE AGENCIES AND HEALTH CARE PARTNERS TO DEVELOP AND IMPLEMENT STRATEGIES TO EXPAND SUBSTANCE USE DISORDER PREVENTION AND TREATMENT IN MONTANA AND PROVIDED GRANTS AS NEEDED TO HELP IMPLEMENT THESE STRATEGIES.THE MEADOWLARK INITIATIVE: MHCF STAFF PROVIDED ONE-ON-ONE ASSISTANCE TO HOSPITALS AROUND THE STATE TO PREPARE THEM TO PARTICIPATE IN THIS INITIATIVE. FOR THE FOUR HOSPITALS THAT WERE ABLE TO MEET FUNDING CRITERIA AFTER WORKING WITH MHCF STAFF, MHCF PROVIDED GRANTS AND TECHNICAL ASSISTANCE TO ALLOW THEM TO IMPLEMENT A TEAM-BASED, INTEGRATED APPROACH TO PROVIDING PREGNANT 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 2020, MHCF LAUNCHED A NEW SCHOOL-BASED HEALTH INITIATIVE THAT SEEKS TO IMPROVE HEALTH AND ACADEMIC OUTCOMES THROUGH SUPPORTING NEW PARTNERSHIPS BETWEEN SCHOOLS AND HEALTH CARE PROVIDERS TO OFFER MEDICAL AND BEHAVIORAL HEALTH SERVICES IN SCHOOLS THAT SERVE A HIGH PROPORTION OF AT-RISK YOUTH. MHCF PROVIDED FOUR GRANTS TO HEALTH CARE PROVIDERS TO COVER START-UP EXPENSES FOR CLINICS AT NINE SCHOOLS. MHCF STAFF, ALONG WITH A CONTRACTOR, THE NATIONAL SCHOOL-BASED HEALTH ALLIANCE, PROVIDE 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. CAPACITY BUILDING: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $170,000 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 $30 MILLION OF NEW REVENUE INTO THE STATE.3. PARTNERSHIPS FOR BETTER HEALTH: $700,000HOUSING 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 HEALTH AND HUMAN SERVICES, DEPARTMENT OF HOUSING, AND THE STATE CONTINUUM OF CARE TO SUPPORT AN INTERAGENCY COLLABORATIVE TO COORDINATE STRATEGIC PRIORITIES AND COMMUNICATION TO ALIGN SUPPORTIVE HOUSING RESOURCES. THROUGH THIS SUPPORT, MHCF'S HOUSING IS HEALTH CARE GRANTEE IN MISSOULA WAS ABLE TO BEGIN HOUSING HOMELESS HIGH UTILIZERS IN 2020. MEDICAID AND HEALTH POLICY: TO SUPPORT A STRONG HEALTH SYSTEM THAT PROVIDES FOR THE NEEDS OF ALL MONTANANS, EACH YEAR, MHCF COMMISSIONS, CONTRIBUTES, AND BROADLY DISSEMINATES ECONOMIC, HEALTH, AND FISCAL IMPACT REPORTS ON KEY HEALTH POLICY QUESTIONS. IN 2020 THESE INCLUDED RESEARCH CONDUCTED FOR THREE REPORTS FOR PLANNED RELEASE IN 2021, "MEDICAID IN MONTANA: THE CRITICAL ROLE OF MEDICAID EXPANSION IN SUPPORTING MONTANA'S BEHAVIORAL HEALTH SYSTEM; "ECONOMIC EFFECTS OF MEDICAID EXPANSION IN MONTANA; AND "MEDICAID IN MONTANA: HOW MEDICAID AFFECTS MONTANA'S STATE BUDGET, ECONOMY, AND HEALTH." 4. PUBLIC HEALTH: $850,000MHCF WORKS TO STRENGTHEN MONTANA'S PUBLIC HEALTH SYSTEM BY SUPPORTING LOCAL AND TRIBAL PUBLIC HEALTH DEPARTMENTS. IN 2020, MHCF CONTINUED FUNDING FOR A MULTI-YEAR INITIATIVE THAT HAS PROVIDED SUB-GRANTS AND INDIVIDUAL TECHNICAL ASSISTANCE TO MORE THAN 50 COUNTIES AND FOUR TRIBES TO DATE THROUGH GRANTS TO THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES. THE FUNDING WAS USED IN 2020 MAINLY 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," IN 2020, MHCF FUNDED THE CREATION OF A NEW, NONPROFIT MONTANA PUBLIC HEALTH INSTITUTE (MTPHI) TO STRENGTHEN THE STATE'S PUBLIC HEALTH INFRASTRUCTURE. MHCF'S CEO SERVES AS A FOUNDING BOARD MEMBER OF MTHPI, AND MHCF STAFF PROVIDED EXTENSIVE ASSISTANCE WITH INSTITUTE DESIGN, STAFF RECRUITMENT, PROGRAM DESIGN, AND NONPROFIT OPERATIONS PLANNING AND DEVELOPMENT. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1,143,098.390 SHS VANGUARD SHORT TERM BOND INDEX FUND | BondNm |
| EOY Book Value | $12,425,480 | EOYBookValueAmt |
| EOYFMV | $12,425,480 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 214,112.047 SHS DODGE & COX INTERNATIONAL STOCK FUND | $9,356,696 | $9,356,696 |
| 349,355.534 SHS DFA EMERGING MARKETS CORE EQUITY | $8,478,859 | $8,478,859 |
| 245,270.823 SHS EDGEWOOD GROWTH INSTL | $12,697,671 | $12,697,671 |
| 130,754.741 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND | $2,350,970 | $2,350,970 |
| 309,564.784 SHS FIDELITY MID CAP INDEX FIND | $8,361,345 | $8,361,345 |
| 248,972.796 FIDELITY 500 INDEX FUND | $32,408,789 | $32,408,789 |
| 1,123,199.204 SHS FIDELITY LARGE CAP VALUE INDEX FUND | $14,903,792 | $14,903,792 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEW CORE PROPERTY TRUST | FMV | $8,947,350 | $8,947,350 |
| ARENA SHORT DURATION, HIGH YIELD FUND | FMV | $9,726,946 | $9,726,946 |
| AXIOM ASIA V LP | FMV | $2,903,401 | $2,903,401 |
| AXIOM INTL SMALL CAP | FMV | $7,969,398 | $7,969,398 |
| CANYON DISTRESSED OPPORTUNITY FUND II (CAYMAN), LP | FMV | $1,402,242 | $1,402,242 |
| CANYON VALUE REALIZATION FUND (CAYMAN), LTD | FMV | $3,354,150 | $3,354,150 |
| DAVIDSON KEMPNER | FMV | $3,141,783 | $3,141,783 |
| DOVER STREET (HARBORVEST) | FMV | $1,286,661 | $1,286,661 |
| ETON PARK OVERSEAS FUND LTD | FMV | $1,375 | $1,375 |
| FARALLON CAPITAL MANAGEMENT, LLC | FMV | $4,399,620 | $4,399,620 |
| FARALLON SPECIAL | FMV | $2,513,440 | $2,513,440 |
| GOLUB CAPITAL PARTNERS INTERNATIONAL, LP | FMV | $3,500,000 | $3,500,000 |
| INDUS SELECT FUND LTD | FMV | $15,033,529 | $15,033,529 |
| KAYNE MIDSTREAM | FMV | $6,996,032 | $6,996,032 |
| KENNEDY LEWIS | FMV | $1,502,763 | $1,502,763 |
| LANDMARK REAL ESTATE PARTNERS VIII LP | FMV | $1,436,482 | $1,436,482 |
| LEGACY VENTURE IX LLC | FMV | $2,055,806 | $2,055,806 |
| MARSHALL WACE FD PLC | FMV | $3,798,850 | $3,798,850 |
| MAVERICK HOLDINGS C, LTD | FMV | $969,244 | $969,244 |
| MIDOCEAN PARTNERS V LP | FMV | $3,901,878 | $3,901,878 |
| NEWPORT ASIA INTERNATIONAL FUND LP | FMV | $11,304,258 | $11,304,258 |
| PONTIFAX | FMV | $190,778 | $190,778 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) | FMV | $2,365,233 | $2,365,233 |
| THE VARDE FUND XIII LP | FMV | $2,888,264 | $2,888,264 |
| VOYA | FMV | $3,061,819 | $3,061,819 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $64,715 | $64,715 | $0 | |
| SOFTWARE | $50,820 | $30,492 | $20,328 | $20,328 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,139 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,325 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $180,404 | BOYBookValueAmt |
| EOY Book Value | $67,008 | EOYBookValueAmt |
| EOYFMV | $67,008 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $2,458 | $0 | $2,459 |
| COMMUNICATION AND OUTREACH | $39,464 | $0 | $36,464 |
| DUES AND SUBSCRIPTIONS | $21,982 | $0 | $21,982 |
| GRANT MAKING SOFTWARE EXPENSE | $49,383 | $0 | $52,328 |
| INSURANCE | $20,008 | $0 | $20,008 |
| OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT | $50,223 | $0 | $51,254 |
| GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE | $1,324,218 | $0 | $1,289,836 |
| OFFICE FURNITURE, COMPUTER AND TELECOM EQUIPMENT | $67,825 | $0 | $67,825 |
| PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 | $0 | $839,006 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT INCOME/LOSS | $35,439 | ||
| MISCELLANEOUS REVENUE | $508 | $508 | |
| RETURNED GRANT | $150,000 | $150,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,892,101 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $319,521 | Amt |
| Net Investment Income | $319,521 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $155,000 | $0 | $0 |
| FOREIGN INCOME TAXES | $0 | $32,414 | $0 |
| UBI TAXES | $32,000 | $0 | $0 |
| STATE INCOME TAX | $5,000 | $0 | $0 |