2020-07-28T17:11:39-05:00 2019-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC P O BOX 1398 WHITEFISH MT 599371398 990 2019-01-01 810533002 WHITEFISH COMMUNITY FOUNDATION INC WHIT 4068631781 PO BOX 1060 WHITEFISH MT 599371060 LINDA MAETZOLD CURRENT BOARD CHAIR 4068631781 2020-06-23 1 SALLIE A BROWN CPA P00895220 4068622597 2020-06-23 66.109.142.153 2020-06-23 13:44:08 MD P 450EF5C87972AF2EA0DFB87389C5FFA9459CFBF5 450EF5C87972AF2EA0DFB87389C5FFA9459CFBF5 2019 2020-09-23 17:36:50Z LINDA MAETZOLD PO BOX 1060 WHITEFISH MT 599371060 16341562 0 X WHITEFISHCOMMUNITYFOUNDATION.ORG X 2000 MT THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO ENRICH THE QUALITY OF LIFE IN WHITEFISH BY FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 18 18 9 140 0 0 11184988 6626423 14107 20684 1001901 1068168 87542 57863 12288538 7773138 6168404 5651173 0 0 271087 318818 0 0 19559 289009 297356 6728500 6267347 5560038 1505791 31164034 37003037 2357469 2862829 28806565 34140208 X THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 0 0 205462 132368 WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $132,368 TO 47 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES. INCLUDING 1 MAJOR GRANT TOTALING $30,000 TO PURCHASE AN ELECTRIC ZAMBONIE FOR THE STUMPTOWN ICE DEN. 2978952 2754367 GREAT FISH COMMUNITY CHALLENGE: A SEVEN-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 53 NONPROFITS RAISE OVER $2,200,000 AND THE FOUNDATION AWARDED AN ADDITIONAL $485,000 IN MATCHING GRANTS PLUS $18,000 IN INCENTIVE GRANTS. THE ORGANIZATION ALSO PROCESSED ALL GIFTS AND PROVIDED ALL PRINTED MATERIALS, ADVERTISING AND MARKETING AT AN APPROXIMATE COST TO THE ORGANIZATION OF OVER $259,000. 2596106 2466204 20684 CHARITABLE FUNDS: HELD AND ADMINISTERED CHARITABLE FUNDS INCLUDING DONOR ADVISED FUNDS, DESIGNATED FUNDS ANNUITY FUNDS AND AGENCY FUNDS WHICH PAID OUT GRANTS AND SCHOLARSHIPS TOTALING OVER $2,300,000 TO CHARITABLE ORGANIZATIONS AND PROVIDED $144,107 IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES. 392818 298235 OTHER PROGRAM: HELD AND ADMINISTERED 28 ENDOWMENT FUNDS TOTALING OVER $10,000,000 FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $148,235 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS. 392818 298235 6173338 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X LINDA ENGH-GRADY 4068631781 214 W 2ND STREET WHITEFISH MT 59937 LINDA MAETZOLD BOARD CHAIR 2.00 X X 0 0 0 JEFF ALLEN VICE CHAIR 2.00 X X 0 0 0 JAY LATIMER SECRETARY/TREASURER 2.00 X X 0 0 0 CAROL ATKINSON DIRECTOR 1.00 X 0 0 0 BETSY BAYNE DIRECTOR 1.00 X 0 0 0 JOHN COLLINS DIRECTOR 1.00 X 0 0 0 DIANE CONRADI DIRECTOR 0.50 X 0 0 0 GREG GARRISON DIRECTOR 0.50 X 0 0 0 SHERRY LESAR DIRECTOR 1.00 X 0 0 0 ELLEN MORAN DIRECTOR 0.50 X 0 0 0 MONICA PASTOR DIRECTOR 1.00 X 0 0 0 TOM QUINN DIRECTOR 1.00 X 0 0 0 DOUG REED DIRECTOR 1.00 X 0 0 0 JAMIE SHENNAN DIRECTOR 1.00 X 0 0 0 SHAWN WATTS DIRECTOR 0.50 X 0 0 0 KEN WESSELS DIRECTOR 1.00 X 0 0 0 JOHN WITT DIRECTOR 0.50 X 0 0 0 JOE GREGORY DIRECTOR 0.50 X 0 0 0 LINDA ENGH-GRADY PRESIDENT 45.00 X 124000 0 3360 124000 0 3360 1 0 0 0 0 6626423 631709 6626423 ADMINISTRATIVE FEES 561000 20684 20684 20684 995080 995080 8515655 8442567 73088 73088 73088 183720 125857 57863 57863 7773138 20684 0 1126031 5651173 5651173 127360 107416 12504 7440 160470 134017 20164 6289 6951 4171 2780 24037 20178 2716 1143 13500 13500 93212 93212 1550 1550 21692 21692 11221 9880 932 409 33421 20053 13368 12000 10100 1321 579 2928 2928 10 10 6003 871 5132 WORKSHOP & SEMINAR EXPE 42959 42959 PRINTING & PUBLICATIONS 27242 24944 105 2193 BANK AND CREDIT CARD FE 17341 15229 606 1506 DUES & SUBSCRIPTIONS 9551 8712 839 4726 4253 473 6267347 6173338 74450 19559 245720 199427 4627030 1822278 86435 86435 10 0 26290895 34979494 379 1838 31164034 37003037 5875 3126 9670 20270 2291735 2766034 50189 73399 2357469 2862829 X 2224729 2854576 26581836 31285632 28806565 34140208 31164034 37003037 1505791 3827852 0 X X 1 X 0 0 0 X 5670991 11113673 10622643 11184988 6626423 45218718 5670991 11113673 10622643 11184988 6626423 45218718 45218718 414500 348478 810354 1000068 995080 3568480 48787198 1622882 0.92690 0.90090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36 15 1807834 135522 2047129 150374 20687494 650803 1 1 0 1 X 9353028 525968 1884097 298235 81006 11383852 10163931 322303 -774445 276154 82607 9353028 8667117 571662 1236563 255928 55483 10163931 7053459 1213993 697134 254101 43368 8667117 6309591 1004998 5936 237244 29822 7053459 0.24460 0.60990 0.14550 0 0 85855 85855 0 580 580 0 0 PAYROLL LIABILITIES 296 VALUE OF LIFE INTEREST IN CHARITABLE GIFT ANNUITIES 73103 73399 11633635 3827852 125857 3953709 7679926 93212 93212 7773138 6299992 125857 125857 6174135 93212 93212 6267347 PART IV, LINE 2B: HELD EIGHT AGENCY FUNDS AND TEN QUASI-ENDOWMENT FUNDS FOR VARIOUS ORGANIZATIONS. PART V, LINE 4: THE WHITEFISH COMMUNITY FOUNDATION'S PERMANENTLY ENDOWED FUNDS PROVIDE FUNDING FOR THE MANY PROGRAMS OF THE FOUNDATION, INCLUDING THE ANNUAL COMMUNITY GRANTS PROGRAM, THE MAJOR GRANTS PROGRAM, WORKSHOPS AND TRAININGS, AND THE GREAT FISH COMMUNITY CHALLENGE PROGRAM, ALL OF WHICH BENEFIT LOCAL NONPROFIT ORGANIZATIONS. APPROXIMATELY 5% IS DISTRIBUTED EACH YEAR FOR GENERAL PROGRAM SUPPORT. THE SPENDING POLICY OF THE ENDOWMENT FUND IS REVIEWED EACH YEAR BY THE INVESTMENT COMMITTEE TO ENSURE PRUDENT MANAGEMENT OF THE FUND AND TO MAINTAIN PRINCIPAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 125,857. ROUNDING PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 93,212. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 125,857. ROUNDING PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 93,212. PATRON PASS EVENT 183720 183720 125857 183720 183720 125857 125857 57863 1 ALBANY MEDICAL COLLEGE 543 NEW SCOTLAND AVENUE ALBANY NY 12208 141338310 501(C)(3) 5000 GENERAL SUPPORT ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 770626385 501(C)(3) 94791 GENEARL SUPPORT ARCHIE BRAY FOUNDATION 2915 COUNTRY CLUB AVENUE HELENA MT 59602 810284022 501(C)(3) 14000 GENERAL SUPPORT BACKPACK ASSISTANCE PROGRAM PO BOX 314 WHITEFISH MT 59937 464364374 501(C)(3) 60633 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF FLATHEAD 137 MAIN STREET KALISPELL MT 59901 810374742 501(C)(3) 39302 GENERAL SUPPORT BIG MOUNTAN FIREFIGHTERS ASSOCIATION 3790 BIG MOUNTAIN ROAD WHITEFISH MT 59937 820534620 501(C)(3) 9833 SNOZZLE TRUCK, FIRE-FIGHTING HOSE, GENERAL SUPPORT BIGFORK ACES 439 GRAND DR BIGFORK MT 59911 300764283 501(C)(3) 5000 GENERAL SUPPORT BLAINE COUNTY EDUCATION FOUNDATION PO BOX 253 HAILEY ID 83333 943166817 501(C)(3) 15000 GENERAL SUPPORT BOB MARSHALL WILDERNESS FOUNDATION PO BOX 190688 HUNGRY HORSE MT 59919 311597921 501(C)(3) 39269 GENERAL SUPPORT BRENTWOOD BAPTIST CHURCH 7777 CONCORD ROAD BRENTWOOD TN 37027 620945312 501(C)(3) 7500 AVENUE SOUTH CHURCH CASA FOR KIDS INC PO BOX 11195 KALISPELL MT 59901 273973281 501(C)(3) 125911 GENERAL SUPPORT CENTER FOR RESTORATIVE YOUTH JUSTICE 22 1ST AVENUE EAST KALISPELL MT 59901 841428210 501(C)(3) 51727 GENERAL SUPPORT CF-WF HS SWIM TEAMS PO BOX 702 COLUMBIA FALLS MT 59912 465300687 501(C)(3) 16987 COACHING, EQUIPMENT, TRAVEL, GENERAL SUPPORT CHAPEL BY THE SEA - CLEARWATER BEACH COMMUNITY CHURCH 54 BAY ESPLANDE CLEARWATER BEACH FL 33767 590910346 501(C)(3) 10000 GENERAL SUPPORT CHILD BRIDGE PO BOX 310 BIGFORK MT 59911 273382066 501(C)(3) 188944 GENERAL SUPPORT CLIMATE RIDE INC 114 WEST PINE ST MISSOULA MT 59802 271777457 501(C)(3) 7500 GENERAL SUPPORT COLORADO SCHOOL OF MINES FOUNDATION 1812 ILLINOIS ST GOLDEN CO 80401 840509064 501(C)(3) 15000 GENERAL SUPPORT CURREY INGRAM ACADEMY 6544 MURRAY LANE BRENTWOOD TN 37027 621296326 501(C)(3) 6000 GENERAL SUPPORT DELIVERFUND 25 HIGHLAND PARK VILLAGE 100-851 DALLAS TX 75205 471955601 501(C)(3) 20000 GENERAL SUPPORT DREAM ADAPTIVE RECREATION PO BOX 4084 WHITEFISH MT 59937 363416198 501(C)(3) 102718 SKI PROGRAM, GENERAL SUPPORT EARTHJUSTICE 50 CALIFORNIA STREET SAN FRANCISCO CA 94111 363416198 501(C)(3) 25000 GENERAL SUPPORT EARTHWATCH INSTITUTE 114 WESTERN AVENUE BOSTON MA 02134 237168440 501(C)(3) 12500 GENERAL SUPPORT FARM HANDS - NOURISH THE FLATHEAD 1658 E 2ND STREET WHITEFISH MT 59937 272056363 501(C)(3) 94341 GENERAL SUPPORT FLATHEAD AREA MOUNTAIN BIKERS 326 2ND ST E WHITEFISH MT 59937 203745517 501(C)(3) 24050 GENERAL SUPPORT FLATHEAD AUDUBON SOCIETY PO BOX 9173 KALISPELL MT 59904 810447830 501(C)(3) 5800 GENERAL SUPPORT FLATHEAD CANCER AID SERVICES 2555 DILLON ROAD WHITEFISH MT 59937 455552465 501(C)(3) 33090 GENERAL SUPPORT FLATHEAD FOOD BANK 1203 HWY 2 WEST SUITE 2 KALISPELL MT 59901 810399818 501(C)(3) 35796 GENERAL SUPPORT FLATHEAD LAND TRUST PO BOX 1913 KALISPELL MT 59903 363479966 501(C)(3) 48460 GENERAL SUPPORT FLATHEAD RAPIDS PO BOX 241 WHITEFISH MT 59937 452941434 501(C)(3) 28065 STORAGE BUILDING, GENERAL SUPPORT FLATHEAD SHELTER FRIENDS PO BOX 1035 KALISPELL MT 59903 320262474 501(C)(3) 6750 GENERAL SUPPORT FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION 777 GRANDVIEW DRIVE KALISPELL MT 59901 810365752 501(C)(3) 87258 SCHOLARSHIP FUNDS, GENERAL SUPPORT FLATHEAD VALLEY SKI EDUCATION FOUNDATION PO BOX 623 WHITEFISH MT 59937 237300629 501(C)(3) 44570 FIELDTRIPS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT FLATHEAD YOUTH HOME 825 OREGON STREET KALISPELL MT 59901 810331313 501(C)(3) 48195 GENERAL SUPPORT FRIENDS OF BIGFORK FIRE DEPARTMENT PO BOX 2333 BIGFORK MT 59901 841721958 501(C)(3) 5000 GENERAL SUPPORT FRIENDS OF THE FLATHEAD AVALANCHE CENTER PO BOX 4276 WHITEFISH MT 59937 471135769 501(C)(3) 31066 GENERAL SUPPORT GARY NORBY JUNIOR GOLF FOUNDATION PO BOX 236 WHITEFISH MT 59937 810400195 501(C)(3) 12750 GENERAL SUPPORT GATEWAY TO GLACIER TRAIL PO BOX 2382 COLUMBIA FALLS MT 59912 452385798 501(C)(3) 17501 GENERAL SUPPORT GLACIER INSTITUTE PO BOX 1887 KALISPELL MT 59903 363345632 501(C)(3) 41374 GENERAL SUPPORT GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 562579734 501(C)(3) 72871 GENERAL SUPPORT GLACIER NORDIC CLUB PO BOX 403 WHITEFISH MT 59937 363442067 501(C)(3) 38852 GENERAL SUPPORT GLACIER SYMPHONY & CHORALE PO BOX 2491 KALISPELL MT 59903 810413320 501(C)(3) 58218 GENERAL SUPPORT GREAT BALANCE INCORPORTATED 1270 5TH AVE NEW YORK NY 10029 473985972 501(C)(3) 20000 GENERAL SUPPORT HABITAT FOR HUMANITY 307 1ST AVENUE EAST STE 1 KALISPELL MT 59903 810461253 501(C)(3) 49738 GENERAL SUPPORT HEADWATERS MONTANA INC PO BOX 4310 WHITEFISH MT 59937 711037125 501(C)(3) 5000 GENERAL SUPPORT HUMANE SOCIETY OF NW MONTANA PO BOX 221 KALISPELL MT 59903 810496442 501(C)(3) 123734 GENERAL SUPPORT INTERMOUNTAIN 505 S LAMBORN HELENA MT 59601 810231775 501(C)(3) 5000 GENERAL SUPPORT KALISPELL REGIONAL HEALTHCARE FOUNDATION 310 SUNNYVIEW LN KALISPELL MT 59901 311703013 501(C)(3) 41787 A.L.E.R.T. PROGRAM, GENERAL SUPPORT KALISPELL PUBLIC SCHOOLS 233 1ST AVENUE EAST KALISPELL MT 59901 816000366 501(C)(3) 5467 GENERAL SUPPORT LIGHTHOUSE CHRISTIAN HOME PO BOX 8931 KALISPELL MT 59904 363766292 501(C)(3) 51839 FACILITY RENOVATION, GENERAL SUPPORT MONTANA KAYAK ACADEMY 823 KALISPELL AVENUE WHITEFISH MT 59937 474883302 501(C)(3) 17207 GENERAL SUPPORT MONTANA LAND RELIANCE 470 ELECTRIC AVENUE BIGFORK MT 59911 810369262 501(C)(3) 15000 GENERAL SUPPORT MONTANA STATE PARKS FOUNDATION 400 W BROADWAY SUITE 100-424 MISSOULA MT 59802 473829371 501(C)(3) 10000 GENERAL SUPPORT MONTANA WILDERNESS ASSOCIATION 80 S WATTEN HELENA MT 59601 510198932 501(C)(3) 5200 GENERAL SUPPORT NASHVILLE ROWING CLUB 73 WHITE BRIDGE ROAD 103-311 NASHVILLE TN 37205 621290275 501(C)(3) 10000 GENERAL SUPPORT NATE CHUTE FOUNDATION PO BOX 245 WHITEFISH MT 59937 450494907 501(C)(3) 36894 GENERAL SUPPORT NATURE CONSERVANCY OF MONTANA 32 S EWING STREET HELENA MT 59601 530242652 501(C)(3) 28138 GENERAL SUPPORT NORTH VALLEY FOOD BANK 251 FLATHEAD AVENUE WHITEFISH MT 59937 810456048 501(C)(3) 99769 GENERAL SUPPORT NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810439232 501(C)(3) 67167 GENERAL SUPPORT NORTH VALLEY MUSIC SCHOOL PO BOX 4446 WHITEFISH MT 59937 810515034 501(C)(3) 104013 GENERAL SUPPORT NORTHWEST MONTANA VETERANS STAND DOWN & FOOD PANTRY 1349 HWY 2 E KALISPELL MT 59901 743030535 501(C)(3) 32547 GENERAL SUPPORT OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION 1121 SW SALMON STREET STE 100 PORTLAND OR 97205 237083114 501(C)(3) 20000 OSU GLOBAL, CASEY EYE INSTITUTE PIONEER MONTESSORI SCHOOL PO BOX 1809 KETCHUM ID 83340 820360653 501(C)(3) 7500 TEACHER DEVELOPMENT, GENERAL SUPPORT PLANNED PARENTHOOD OF MONTANA 1116 GRAND AVE SUITE 201 BILLINGS MT 59102 810307201 501(C)(3) 10000 GENERAL SUPPORT PROJECT WHITEFISH KIDS PO BOX 2010 WHITEFISH MT 59937 810526331 501(C)(3) 101680 NEW PLAYGROUND, GENERAL SUPPORT RAVENWOOD OUTDOOR LEARNING CENTER PO BOX 1314 WHITEFISH MT 59937 810537457 501(C)(3) 36065 GENERAL SUPPORT SAMARITAN HOUSE PO BOX 592 KALISPELL MT 59903 810466186 501(C)(3) 54508 GENERAL SUPPORT SEMPER FI FUND 825 COLLEGE BLVC STE 102 OCEANSIDE CA 92057 260086305 501(C)(3) 5000 VETERANS SUPPORT FUND SHEPHERD'S HAND CLINIC 5150 RIVER LAKES PARKWAY WHITEFISH MT 59937 371603581 501(C)(3) 146598 GENERAL SUPPORT SPARROW'S NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 472120103 501(C)(3) 84089 FACILITY RENOVATION, GENERAL SUPPORT STUMPTOWN ART STUDIO PO BOX 4938 WHITEFISH MT 59937 810509671 501(C)(3) 32848 EQUIPMENT NEEDS, GENERAL SUPPORT TAMARACK GRIEF RESOURCE CENTER 516 SOUTH ORANGE MISSOULA MT 59801 262278278 501(C)(3) 14402 GENERAL SUPPORT THE TRUST FOR PUBLIC LAND 101 MONTGOMERY STEET NO 900 SAN FRANCISCO CA 94104 237222333 501(C)(3) 5000 GENERAL SUPPORT TRIGG - CM RUSSELL FOUNDATION 400 13TH STREET NORTH GREAT FALLS MT 59401 816003526 501(C)(3) 300000 GENERAL SUPPORT TROUT UNLIMITED PO BOX 7186 MISSOULA MT 59807 237355289 501(C)(3) 10138 GENERAL SUPPORT UNIVERISTY OF MONTANA FOUNDATION 9250 ARTHUR AVENUE MISSOULA MT 59801 810362989 501(C)(3) 44515 GENERAL SUPPORT VIOLENCE FREE CRISIS LINE - ABBIE SHELTER PO BOX 1401 KALISPELL MT 59903 810361221 501(C)(3) 86890 FACILITY UPGRADE, GENERAL SUPPORT VITAL GROUND FOUNDATION INC 20 FORT MISSOULA ROAD MISSOULA MT 59804 870483446 501(C)(3) 9500 GRIZZLY HABITAT, GENERAL SUPPORT WHITEFISH ANIMAL GROUP (WAG) PO BOX 1690 WHITEFISH MT 59937 020800948 501(C)(3) 36064 FACILITY UPGRADES, GENERAL SUPPORT WHITEFISH AREA CHAMBER OF COMMERCE 307 SPOKANE AVE WHITEFISH MT 59937 810208719 501(C)(6) 7000 EVENT SUPPORT WHITEFISH COMMUNITY CENTER 121 E 2ND ST WHITEFISH MT 59937 816034513 501(C)(3) 5000 EQUIPMENT NEEDS, GENERAL SUPPORT WHITEFISH FIRE FIGHTERS ASSOCIATION PO BOX 1154 WHITEFISH MT 59937 810530885 501(C)(3) 15388 EQUIPMENT NEEDS, GENERAL SUPPORT WHITEFISH LAKE INSTITUTE 550 EAST 1ST STREET 103 WHITEFISH MT 59937 030556055 501(C)(3) 59349 RESEARCH PROGRAMS, GENERAL SUPPORT WHITEFISH LEGACY PARTNERS PO BOX 1895 WHITEFISH MT 59937 200674119 501(C)(3) 105958 GENERAL SUPPORT WHITEFISH LIBRARY ASSOCIATION PO BOX 543 WHITEFISH MT 59937 816013674 501(C)(3) 32695 COMPUTERS, GENERAL SUPPORT WHITEFISH REVIEW 708 LUPFER AVENUE WHITEFISH MT 59937 264539954 501(C)(3) 35560 GENERAL SUPPORT WHITEFISH ROTARY CHARITABLE FUND PO BOX 5583 WHITEFISH MT 59937 460492025 501(C)(3) 30406 MAGIC OF CHRISTMAS PROGRAM, GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT #49 600 EAST SECOND STREET WHITEFISH MT 59937 816000395 501(C)(3) 24197 GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT #53 600 EAST SECOND STREET WHITEFISH MT 59937 816000395 501(C)(3) 45653 GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION PO BOX 1417 WHITEFISH MT 59937 203135697 501(C)(3) 34054 GENERAL SUPPORT WHITEFISH SPORTS FACILITY FOUNDATION 121 WISCONSIN AVENUE WHITEFISH MT 59937 811418978 501(C)(3) 171389 YOUTH ICE PROGRAMS, GENERAL SUPPORT WHITEFISH THEATRE COMPANY ONE CENTRAL AVENUE WHITEFISH MT 59937 810381173 501(C)(3) 65074 GENERAL SUPPORT WHITEFISH VETERANS SUPPORT TEAM PO BOX 5512 WHITEFISH MT 59937 472873695 501(C)(3) 46579 GENERAL SUPPORT 84 PART I, LINE 2: THE WHITEFISH COMMUNITY FOUNDATION GRANTS COMMITTEE FOLLOWS UP ON GRANT AWARDS BY REQUESTING SUBMISSION OF A LETTER EXPLAINING HOW THE PAST FUNDING WAS USED AND HOW IT HELPED THE ORGANIZATION. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. X 27 631709 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE WHITEFISH COMMUNITY FOUNDATION'S PRESIDENT AND VICE PRESIDENT OF FINANCE ARE CHARGED WITH REVIEWING THE IRS FORM 990 AND REPORTING ON IT TO THE BOARD OF DIRECTORS PRIOR TO FILING AT A QUARTERLY BOARD MEETING. THE 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO THE BOARD MEETING, AND IT IS DISCUSSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, AT THE JANUARY BOARD MEETING, A NEW CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS HANDED OUT TO ALL BOARD OF DIRECTORS WHO ARE INSTRUCTED TO COMPLETE THE FORM AND RETURN IT BY THE FOLLOWING WEEK TO THE PRESIDENT. THE DISCLOSURES ARE KEPT ON FILE IN THE WHITEFISH COMMUNITY FOUNDATION OFFICE. WHENEVER THERE IS A VOTE ON AN ITEM WHERE A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER IS ASKED TO RECUSE THEMSELVES FROM THE VOTE. THE PRESIDENT REVIEWS THE DISCLOSURES AND CONSULTS WITH THE BOARD CHAIR IF THERE IS CONCERN. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT IS EMPLOYED UNDER A WRITTEN LETTER OF OFFER THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE EMPLOYMENT LETTER IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT TO THE COMMUNITY STATES THAT THE FINANCIAL REPORTS AND 990'S ARE AVAILABLE UPON REQUEST. THE 990 IS ALSO AVAILABLE ON THE WEBSITE HOME PAGE AND ON GUIDESTAR.COM. THE FOUNDATION SENDS THE ANNUAL REPORT TO ITS MAILING LIST OF 1100 ADDRESSES AND ANNOUNCES IT THROUGH A PRESS RELEASE AND ADVERTISEMENT IN THE LOCAL PAPER. ANNUAL REPORTS ARE ALSO DISTRIBUTED ON INFORMATION STANDS AROUND THE CITY OF WHITEFISH. FORM 990 PAGE 12 PART XII LINE 2C THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSEEING THE FINANCIAL STATEMENT REVIEW PROCESS.