MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349103898
- Schema version
- 2018v3.1
- 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
- Applied To Prior Year Election
- Distribution From Corpus Election
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T20:22:43-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | 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 | 2018-01-01 | 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 | AARON WERNHAM | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4064517060 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 14:55:24 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A6788122FFC2A5A8460BF6C51534EA1DB831A18C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $163,082,340 | 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 | $15,409,217 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $90,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $90,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,816,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,261,935 | DividendsNetInvstIncmAmt |
| Gross Rents Net Invst Incm | $4,395 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,454,508 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,286,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,673,711 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $234,251 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,813,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,264,491 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $448,887 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,089 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $378,798 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $731,932 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $45,674 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $683,902 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $203,683 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,730 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $183,006 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,795 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,291 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,905 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,505 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $301,662 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $289,409 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,253 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,585 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,585 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,554 | 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 | $110,537 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $110,537 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $135,574 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $132,031 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,840 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,840 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,214,357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $327,049 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,156,634 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,335,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $756,090 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,717,797 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,705,801 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,522,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,041,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $756,090 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,240,602 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,771,755 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,508,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $149,652 | CashBOYAmt |
| Cash EOY | $83,964 | CashEOYAmt |
| Cash EOYFMV | $83,964 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,140,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,845,998 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,845,998 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $215,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $215,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $215,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,550 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $72,816,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,606,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,606,406 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,528,260 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,329,275 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,329,275 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $54,913,254 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $53,730,678 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,730,678 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $115,535 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,736 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $115,535 | LandBOYAmt |
| Land EOY | $83,799 | LandEOYAmt |
| Land EOYFMV | $83,799 | LandEOYFMVAmt |
| Other Assets BOY | $101,938 | OtherAssetsBOYAmt |
| Other Assets EOY | $187,220 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $187,220 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $165,770,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,082,340 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $163,082,340 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,904 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $104,920 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,238,209 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,421,205 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,278,113 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,526,125 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $162,088,455 | UnrestrictedBOYAmt |
| Unrestricted EOY | $159,515,576 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $2,403,641 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $2,040,639 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,492,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,556,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,770,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,082,340 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,492,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,771,755 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $178,263,851 | SubtotalAmt |
| Other Decreases | $16,707,636 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $161,556,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WTC CTF RESEARCH EQUITY | P | 2014-10-01 | 2018-02-01 | $89,168 | $63,537 | $25,631 | $25,631 |
| ETON PARK | P | 2016-04-01 | 2018-04-30 | $136,921 | $125,543 | $11,378 | $11,378 |
| INDUS SELECT FUND LTD | P | 2015-10-01 | 2018-10-31 | $2,000,000 | $1,566,893 | $433,107 | $433,107 |
| LANDMARK RE PTNRS VIII LP | P | 2017-08-08 | 2018-05-14 | $342,978 | $342,978 | $0 | $0 |
| MIDOCEAN PARTNERS V L.P | P | 2018-05-23 | 2018-05-25 | $45,183 | $45,183 | $0 | $0 |
| MARKETABLE SECURITIES | P | $5,508,745 | $3,468,569 | $2,040,176 | $2,040,176 | ||
| CAPITAL GAIN DISTRIBUTIONS | P | $1,944,216 | $1,944,216 | $1,944,216 | |||
| CAPITAL GAIN FROM SCHEDULE K-1 | P | $1,219,203 | $1,219,203 | $1,219,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,673,711 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,422,514 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $142,599,137 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045039 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,146,363 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $119,846,523 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034597 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,050,246 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $92,224,461 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.022231 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,379,543 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,399,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,185,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.132938 | TotalDistributionRt |
| Average Distribution | 0.026588 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $166,083,356 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,415,824 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $75,084 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,490,908 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,240,602 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $75,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,701 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $105,701 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,617 | OverpaymentAmt |
| Applied To ES Tax | $30,617 | 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 | Yes (1) | 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 | 8.00 | $24,000 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | VICE-CHAIRMAN | 8.00 | $24,000 | $0 | $0 |
| DENIS PRAGER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 8.00 | $24,000 | $0 | $0 |
| GERALD GRAY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 8.00 | $24,000 | $0 | $0 |
| JUDITH LAPAN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 8.00 | $24,000 | $0 | $0 |
| JOANNE PIEPER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CHAIRMAN | 15.00 | $24,000 | $0 | $0 |
| PAUL COOK | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SECRETARY | 8.00 | $24,000 | $0 | $0 |
| AARON WERNHAM | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CEO | 40.00 | $280,887 | $20,191 | $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 | $152,246 | $19,278 | $0 |
| SCOTT MALLOY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SNR PROGRAM OFFICER | 40.00 | $137,940 | $18,633 | $0 |
| TRESSIE WHITE | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SNR PROGRAM OFFICER | 40.00 | $115,114 | $17,799 | $0 |
| MELINDA BUCHHEIT | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | EXEC ASST/COMM. COOR | 40.00 | $71,319 | $16,815 | $0 |
| PRICE KLAAS | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | OPERATIONS MANAGER | 40.00 | $70,607 | $15,908 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | ||||||
| 1800 LARMIER ST | DENVER | CO | 80202 | INVESTMENT ADVISOR | $200,000 | |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | ||||||
| 1400 K STREET STE 400 | WASHINGTON | DC | 20005 | HEALTHCARE CONSULTANT | $160,328 | |
| WELLINGTON TRUST CO NA | ||||||
| 2 EMBARCADERO CENTER STE 1645 | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $89,168 | |
| WAKELY CONSULTING GROUP | ||||||
| 7650 W COURTNEY CAMPBELL CAUSEWAY | TAMPA | FL | 33607 | HEALTHCARE CONSULTANT | $75,000 | STE 1250 |
| CHRISTINA L GOE ATTORNEY PLLC | ||||||
| 446 W LAWRENCE ST | HELENA | MT | 59601 | HEALTHCARE CONSULTANT | $57,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMERICAN INDIAN HEALTH: SEE STATEMENT 15 | Description1Txt |
| Expenses1 | $850,000 | Expenses1Amt |
| Description2 | BEHAVIORAL HEALTH: SEE STATEMENT 15 | Description2Txt |
| Expenses2 | $1,800,000 | Expenses2Amt |
| Description3 | PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 15 | Description3Txt |
| Expenses3 | $300,000 | Expenses3Amt |
| Description4 | MEDICAID AND HEALTH POLICY: SEE STATEMENT 15 | Description4Txt |
| Expenses4 | $950,000 | 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 | $95,139,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,490,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $56,982,676 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,612,544 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $168,612,544 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,529,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,083,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,304,168 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,304,168 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,084 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,774 | IncomeTaxAmt |
| Total Tax | $83,858 | TotalTaxAmt |
| Distributable Before Adj | $8,220,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $42,374 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,262,684 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,262,684 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,240,602 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,240,602 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $75,084 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,165,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,262,684 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,861,086 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,240,602 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,861,086 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $185,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $185,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,068,168 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $185,000 | 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 (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADDICTIVE AND MENTAL DISORDERS DIVISION | |||||||
| 100 NORTH PARK SUITE 300 | HELENA | MT | 596202905 | GOV | IMPROVING HEALTH THROUGH COLLABORATIONS - AMDD | $81,294 | |
| ARLEE COMMUNITY DEVELOPMENT CORPORATION | |||||||
| PO BOX 452 | ARLEE | MT | 59821 | GOV | THE COMMUNITY DINING PROJECT | $26,090 | |
| BEHAVIORAL HEALTH ALLIANCE OF MONTANA | |||||||
| PO BOX 1672 | HELENA | MT | 59624 | PC | BHAM: ADVOCACY FOR BEHAVIORAL HEALTH PREVENTION, TREATMENT, & RECOVERY; AVAILABLE & ACCESSIBLE IN MT | $100,000 | |
| BENEFIS HEALTH SYSTEM FOUNDATION | |||||||
| PO BOX 7008 | GREAT FALLS | MT | 59406 | PC | ADDRESSING PERINATAL SUD AND PREVENTION OF NAS IN CASCADE COUNTY AND MONTANA'S NORTHERN TRIBES | $75,000 | |
| BIG SKY AACAP | |||||||
| 2620 COLONIAL DR STE B | HELENA | MT | 59601 | PC | 2018 MONTANA PSYCHIATRY CONFERENCE | $5,000 | |
| BIGHORN VALLEY HEALTH CENTER INC | |||||||
| PO BOX 408 | HARDIN | MT | 59034 | PC | A STRUCTURED FRAMEWORK IS ESSENTIAL TO IMPROVING SUSTAINED HEALTH AND WELLBEING | $25,000 | |
| BIGHORN VALLEY HEALTH CENTER INC | |||||||
| PO BOX 409 | HARDIN | MT | 59034 | PC | FEASIBILITY STUDY FOR ITCHIK DIIAWAKAAM FAMILY HEALING CENTER IN THE APSAALOOKE NATION | $49,350 | |
| BIGHORN VALLEY HEALTH CENTER INC | |||||||
| PO BOX 410 | HARDIN | MT | 59034 | PC | INTEGRATED HEALTHCARE DELIVERY THROUGH A HUB AND SPOKE MODEL IN SOUTHEASTERN MONTANA | $37,500 | |
| BILLINGS CLINIC | |||||||
| 2917 TENTH AVE N | BILLINGS | MT | 591071031 | PC | INTEGRATED BEHAVIORAL HEALTH (IBH) EXPANSION PROJECT | $75,000 | |
| BILLINGS CLINIC | |||||||
| 2917 TENTH AVE N | BILLINGS | MT | 591071031 | PC | REGIONAL INTEGRATED BEHAVIORAL HEALTH (IBH) EXPANSION PROGRAM | $131,369 | |
| BLACKFEET COMMUNITY COLLEGE | |||||||
| PO BOX 819 | BROWNING | MT | 594170819 | GOV | BLACKFEET COMMUNITY COLLEGE TRAUMA INFORMED PLANNING GRANT | $25,000 | |
| BLACKFEET TRIBAL HEALTH | |||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | BLACKFEET EMS PROGRAM | $25,000 | |
| BLACKFEET TRIBAL HEALTH | |||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | T-HIP TIER 1 DAPHNE SOFTWARE SUPPORT | $12,000 | |
| BLACKFEET TRIBE | |||||||
| 640 ALL CHIEFS RD | BROWNING | MT | 59417 | GOV | BLACKFEET PARTNERSHIP FOR FOOD SOVEREIGNTY: STRATEGIC PLAN | $50,000 | |
| BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY | |||||||
| 505 ORCHARD LN | BILLINGS | MT | 591015027 | PC | JOINT-SERVICE BEHAVIORAL HEALTH MODEL PILOT FOR THE LOCKWOOD CLUBHOUSE | $50,000 | |
| BOYS AND GIRLS CLUB OF LEWISTOWN | |||||||
| 134 PARK STREET | LEWISTOWN | MT | 59457 | PC | CENTRAL MONTANA MENTAL HEALTH ALLIANCE | $15,000 | |
| BOZEMAN HEALTH FOUNDATION | |||||||
| 931 HIGHLAND BLVD STE 3200 | BOZEMAN | MT | 59715 | PC | IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH | $150,000 | |
| CABINET PEAKS MEDICAL CENTER FOUNDATION | |||||||
| 209 HEALTH PARK DRIVE | LIBBY | MT | 59923 | PC | LINCOLN COUNTY COMMUNITY CARE COORDINATION | $75,000 | |
| CASCADE COUNTY COMMUNITY HEALTH CARE CENTER | |||||||
| 115 4TH ST SO | GREAT FALLS | MT | 59401 | GOV | HEALTH WEALTH SERVICE PARTNERSHIP PILOT PROGRAM | $50,000 | |
| CHILD BRIDGE INC | |||||||
| PO BOX 310 | BIGFORK | MT | 59911 | PC | FINDING A WAY HOME: IMPROVING BEHAVIORAL HEALTH IN FOSTER CHILDREN BY ACHIEVING PERMANENCY | $37,500 | |
| COMMUNITY MEDICAL CENTER | |||||||
| 2827 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | NC | A COLLABORATIVE APPROACH TO IMPROVING SCREENING AND TREATMENT FOR PERINATAL DRUG USE IN MISSOULA | $75,000 | |
| DEPARTMENT OF HEALTH AND HUMAN DEVELOPMENT MONTANA STATE UNIVERSITY | |||||||
| PO BOX 172750 | BOZEMAN | MT | 597173540 | GOV | INCREASING MENTAL HEALTH ACCESS IN GALLATIN COUNTY | $62,270 | |
| EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER | |||||||
| 2508 WILSON STREET | MILES CITY | MT | 59301 | PC | PEER SUPPORT: ADDRESSING BEHAVIORAL HEALTH CRISIS AND JAIL DIVERSION NEEDS IN EASTERN MONTANA | $49,944 | |
| FLATHEAD CITY-COUNTY HEALTH DEPARTMENT | |||||||
| 1035 FIRST AVENUE WEST | KALISPELL | MT | 59901 | GOV | DEVELOPING A COMPREHENSIVE PLAN TO TRANSFORM BEHAVIORAL HEALTH AND THE CRIMINAL JUSTICE SYSTEM | $23,781 | |
| FLORENCE CRITTENTON HOME & SERVICES | |||||||
| 901 N HARRIS | HELENA | MT | 59601 | PC | SUBSTANCE USE TREATMENT FOR PREGNANT & PARENTING WOMEN | $37,500 | |
| FORT BELKNAP INDIAN COMMUNITY - TRIBAL HEALTH | |||||||
| 656 AGENCY MAIN STREET | HARLEM | MT | 59526 | GOV | FORT BELKNAP CENTRALIZED BILLING CAPACITY BUILDING PROJECT | $30,000 | |
| FORT BELKNAP INDIAN COMMUNITY - TRIBAL HEALTH | |||||||
| 656 AGENCY MAIN STREET | HARLEM | MT | 59526 | GOV | FORT BELKNAP DIABETES CARE CLINIC | $45,000 | |
| FORT PECK TRIBAL HEALTH DEPARTMENT | |||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FPTH 3RD PARTY BILLING PROJECT | $112,286 | |
| FORT PECK TRIBES - SPOTTED BULL RECOVERY RESOURCE CENTER | |||||||
| 603 1/2 COURT AVENUE | POPLAR | MT | 59255 | GOV | FORT PECK TATANKA GDESKA CAPACITY BUILDING PROJECT | $75,000 | |
| FRIENDSHIP HOUSE OF CHRISTIAN SERVICE | |||||||
| 3123 8TH AVE S | BILLINGS | MT | 59101 | PC | TRANSFORMING SOUTH BILLINGS YOUTH AND FAMILIES BY ADDRESSING COMMUNITY COUNSELING NEEDS | $40,000 | |
| GATEWAY RECOVERY SERVICES | |||||||
| 26 4TH STREET NORTH | GREAT FALLS | MT | 59401 | PC | PEER SUPPORT FOR CASCADE COUNTY | $37,500 | |
| GLACIER COMMUNITY HEALTH CENTER | |||||||
| 519 E MAIN ST | CUT BANK | MT | 59427 | PC | DENTAL/BEHAVIORAL HEALTH INTEGRATION | $49,729 | |
| HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION | |||||||
| 318-320 N LAST CHANCE GULCH STE 2C | HELENA | MT | 59601 | PC | BUILDING BRIDGES FOR BETTER BIRTHS | $34,000 | |
| HELENA INDIAN ALLIANCE | |||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | HELENA INDIAN ALLIANCE - SHERIDAN HALL; STRUCTURAL ASSESSMENT | $26,000 | |
| HELENA OBGYN & ASSOCIATES PC | |||||||
| 45 MEDICAL PARK DRIVE | HELENA | MT | 59601 | NC | GO MOM GO. INTEGRATED BEHAVIOR HEALTH SUPPORT WOMEN DURING PRENATAL, POSTNATAL AND POSTPARTUM HELENA | $75,000 | |
| HELP CENTER INC | |||||||
| 421 EAST PEACH STREET | BOZEMAN | MT | 59715 | PC | INITIATIVE TO BUILD BILLING CAPACITY FOR BEHAVIORAL HEALTH SERVICES | $15,000 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | |||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | PC | PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING | $60,000 | |
| INSTITUTE FOR NONPROFIT NEWS | |||||||
| 714 W OLYMPIC BLVD STE 931 | LOS ANGELES | CA | 900151353 | PC | IN-DEPTH HEALTH CARE REPORTING IN MONTANA | $10,000 | |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA PATHWAYS TREATMENT CENTER | |||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | INTEGRATED BEHAVIORAL HEALTH IN PRIMARY CARE | $112,500 | |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA PATHWAYS TREATMENT CENTER | |||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | INTEGRATED BEHAVIORAL HEALTHCARE FOR HIGH RISK PREGNANT WOMEN IN WESTERN AND NORTH CENTRAL MONTANA | $37,500 | |
| LEWIS AND CLARK COUNTY | |||||||
| 316 NORTH PARK AVENUE | HELENA | MT | 59623 | GOV | CREATING A COMPREHENSIVE COMMUNITY JUSTICE AND MENTAL HEALTH SYSTEM WITH RISK REDUCTION SERVICES | $48,675 | |
| LINCOLN COUNTY HEALTH DEPARTMENT | |||||||
| 418 MINERAL AVENUE | LIBBY | MT | 59923 | GOV | LINCOLN COUNTY SUD FOLLOW-UP AND REFERRAL | $19,955 | |
| LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA | |||||||
| 615 CENTRAL AVE WEST | GREAT FALLS | MT | 59404 | PC | MONTANA NATIVE AMERICAN GIRL CENTERED EMPOWERMENT PROJECT | $15,000 | |
| LIVINGSTON HEALTHCARE FOUNDATION | |||||||
| 320 ALPENGLOW LANE | LIVINGSTON | MT | 59047 | PC | RAPID RESPONSE BEHAVIORAL HEALTH CRISES MANAGEMENT | $37,500 | |
| LIVINGSTON HEALTHCARE FOUNDATION | |||||||
| 320 ALPENGLOW LANE | LIVINGSTON | MT | 59047 | PC | SWEET PARK SMILES | $20,803 | |
| MADISON VALLEY HOSPITAL ASSOCIATION | |||||||
| 305 N MAIN | ENNIS | MT | 59729 | PC | MADISON VALLEY MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH | $46,950 | |
| MISSOULA CITY-COUNTY HEALTH DEPARTMENT | |||||||
| 301 WEST ALDER STREET | MISSOULA | MT | 598024123 | GOV | MISSOULA FOSTER CHILD HEALTH PARTNERSHIP: MODEL PRACTICE FOR MONTANA REPLICATION | $34,825 | |
| MISSOULA FOOD BANK AND COMMUNITY CENTER | |||||||
| 1720 WYOMING ST | MISSOULA | MT | 598011526 | PC | PLACE-BASED HEALTH CARE: INCREASING ACCESS THROUGH PARTNERSHIP | $33,175 | |
| MISSOULA URBAN INDIAN HEALTH CENTER | |||||||
| 830 WEST CENTRAL AVE | MISSOULA | MT | 59801 | PC | QUA QUI CONNECTION: THE CIRCLE OF GOOD MEDICINE & HOLISTIC CARE | $75,000 | |
| MONTANA BUDGET AND POLICY CENTER | |||||||
| 101 NORTH LAST CHANCE GULCH SUITE | HELENA | MT | 59601 | PC | STATE-TRIBAL POLICY SYMPOSIUM: ADVANCING INVESTMENTS IN INDIAN COUNTRY | $2,500 | 220 |
| MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES | |||||||
| 100 N PARK AVE | HELENA | MT | 59620 | GOV | ANALYZING AND UNDERSTANDING THE IMPACT OF MEDICAID EXPANSION ON MONTANANS | $90,500 | |
| MONTANA GENERATIONAL JUSTICE FOUNDATION | |||||||
| PO BOX 4462 | HELENA | MT | 596044462 | PC | CONNECT PEOPLE WITH ESTATE PLANNING TO PREVENT HEALTH CARE, MEDICAL ISSUES, EXPLOITATION, AND FRAUD. | $30,000 | |
| MONTANA HEALTH NETWORK HEALTH INC | |||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | NC | EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM | $140,000 | |
| MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION (MHREF) - SC MT AHEC | |||||||
| 2625 WINNE AVENUE | HELENA | MT | 59601 | PC | MONTANA MEDICAID EXPANSION IMPACT STUDY | $27,050 | |
| MONTANA HUMAN RIGHTS NETWORK | |||||||
| PO BOX 1509 | HELENA | MT | 59624 | PC | GENERAL SUPPORT GRANT | $45,000 | |
| MONTANA LEGAL SERVICES ASSOCIATION | |||||||
| 616 HELENA AVE SUITE 100 | HELENA | MT | 59601 | PC | MONTANA HEALTH JUSTICE PARTNERSHIP (2017) | $25,000 | |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | |||||||
| 2021 11TH AVENUE SUITE 1 | HELENA | MT | 59601 | PC | OPTIMIZATION OF PATIENT CARE THROUGH HEALTH INFORMATION EXCHANGE IN MONTANA | $50,000 | |
| MONTANA NONPROFIT ASSOCIATION | |||||||
| PO BOX 1744 | HELENA | MT | 59624 | PC | 2018 ANNUAL MONTANA NONPROFIT ASSOCIATION CONFERENCE | $3,000 | |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||
| 1805 EUCLID AVENUE | HELENA | MT | 59601 | NC | 2018 COVER MONTANA OUTREACH & E3 SUMMIT | $2,500 | |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||
| 1805 EUCLID AVENUE | HELENA | MT | 59601 | NC | 2018 MPCA ANNUAL TRAINING | $1,000 | |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||
| 1805 EUCLID AVENUE | HELENA | MT | 59601 | NC | BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE | $100,000 | |
| MONTANA PUBLIC HEALTH ASSOCIATION | |||||||
| PO BOX 511 | CHOTEAU | MT | 594220511 | PC | MONTANA PUBLIC HEALTH 101: IMPROVING THE HEALTH OF CITIZENS BY TRAINING THE PUBLIC HEALTH WORKFORCE | $37,500 | |
| MONTANA PUBLIC HEALTH ASSOCIATION | |||||||
| PO BOX 511 | CHOTEAU | MT | 594220511 | PC | MPHA ANNUAL CONFERENCE AN MEETING PUBLIC AND ENVIRONMENTAL HEALTH OUR STORY- OUR TIME- OUR FUTURE | $10,000 | |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | |||||||
| PO BOX 172470 | BOZEMAN | MT | 597172470 | GOV | MONTANA - REGIONAL INITIATIVES IN DENTAL EDUCATION | $46,660 | |
| MONTANA STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS | |||||||
| 309 MONTANA HALL | BOZEMAN | MT | 597172470 | GOV | PARTNERSHIPS TO SUPPORT PALLIATIVE CARE IN MONTANA CRITICAL ACCESS HOSPITALS | $59,839 | |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 597172750 | PC | PROMOTION AND DELIVERY OF THRIVE-MONTANA, AN INTERNET-DELIVERED COGNITIVE BEHAVIOR THERAPY PROGRAM | $26,904 | |
| MONTANA SUPREME COURT | |||||||
| 215 N SANDERS | HELENA | MT | 596203003 | GOV | 2018 MONTANA STATEWIDE DRUG COURT CONFERENCE | $12,988 | |
| MONTANA SUPREME COURT | |||||||
| 215 N SANDERS | HELENA | MT | 596203003 | GOV | 2018 MONTANA STATEWIDE DRUG COURT CONFERENCE (ADDITIONAL SUPPORT) | $4,380 | |
| MONTANA'S PEER NETWORK | |||||||
| 109 EAST LEWIS STREET | LIVINGSTON | MT | 59047 | PC | STATEWIDE PEER SUPPORT OUTCOMES COLLECTION PROJECT | $43,774 | |
| MONTANA'S PEER NETWORK | |||||||
| 109 EAST LEWIS STREET | LIVINGSTON | MT | 59047 | GOV | TO RECOGNIZE OUTSTANDING CONTRIBUTIONS TO INNOVATION, PROGRESS, AND LEADERSHIP IN BEHAVIORAL HEALTH. | $10,000 | |
| MOUNTAIN-PACIFIC QUALITY HEALTH FOUNDATION | |||||||
| 3404 COONEY DR | HELENA | MT | 59602 | PC | COMPREHENSIVE MEDICATION MANAGEMENT PHARMACIST TRAINING AND PILOT PROGRAM FOR PRIMARY CARE | $21,912 | |
| MOUNTAIN-PACIFIC QUALITY HEALTH FOUNDATION | |||||||
| 3404 COONEY DR | HELENA | MT | 59602 | PC | IMPLEMENTING TRAUMA-INFORMED CARE AND APPROACHES WITH MONTANA INDIAN HEALTH CARE ORGANIZATIONS | $49,142 | |
| NAMIMT | |||||||
| 555 FULLER AVE SUITE 3 | HELENA | MT | 59601 | PC | INDIAN EDUCATION YOUTH CONFERENCES 2018 | $9,950 | |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | |||||||
| 17 N 26TH ST SUITE 22 | BILLINGS | MT | 59101 | PC | BILLINGS URBAN INDIAN HEALTH AND WELLNESS CENTER | $75,000 | |
| NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH | |||||||
| PO BOX 67 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE REVENUE ENHANCEMENT | $25,000 | |
| POVERELLO CENTER | |||||||
| 1110 WEST BROADWAY | MISSOULA | MT | 59801 | PC | MEDICAL RESPITE PROGRAM EVALUATION AND CAPACITY BUILDING | $25,470 | |
| POWDER RIVER FIRST RESPONDERS | |||||||
| BOX 125 | BOYES | MT | 59316 | PC | REGIONAL TRAINING OPPORTUNITIES | $13,500 | |
| PROVIDENCE MONTANA HEALTH FOUNDATION | |||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | A COLLABORATIVE APPROACH TO SCREEN AND TREAT PERINATAL DRUG USE AT PROVIDENCE ST. PATRICK HOSPITAL | $112,500 | |
| PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION | |||||||
| 1400 BROADWAY STREET | HELENA | MT | 59620 | GOV | IMPROVING HEALTH THROUGH COLLABORATIONS - PHSD | $50,000 | |
| PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION | |||||||
| 1400 BROADWAY STREET | HELENA | MT | 59620 | GOV | MONTANA PUBLIC HEALTH WORKFORCE ASSESSMENT | $11,000 | |
| PUREVIEW HEALTH CENTER | |||||||
| 1930 9TH AVE | HELENA | MT | 59601 | PC | DEVELOPMENT OF EAST HELENA SCHOOL BASED HEALTH CENTER | $48,527 | |
| RIMROCK FOUNDATION | |||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | ELM HOUSE; RESIDENTIAL TREATMENT FOR PREGNANT AMERICAN INDIAN WOMEN, PREGNANT/NON-PREGNANT WOMEN | $42,090 | |
| RIVERSTONE HEALTH | |||||||
| 123 SOUTH 27TH STREET | BILLINGS | MT | 59101 | PC | PAX: GOOD BEHAVIOR GAME AND TRAUMA-INFORMED SCHOOLS ON THE SOUTHSIDE OF BILLINGS | $37,500 | |
| ROCKY MOUNTAIN TRIBAL LEADERS COUNCIL | |||||||
| 711 CENTRAL AVENUE | BILLINGS | MT | 59102 | GOV | ROOTS OF A SOVEREIGN NATION: FOOD SOVEREIGNTY SUMMIT | $2,500 | |
| SALISH KOOTENAI COLLEGE | |||||||
| PO BOX 70 | PABLO | MT | 59855 | GOV | TYPE 2 DIABETES INTERVENTION: AT RISK CHILDREN OF THE PEND ORIELLE, SALISH, AND KOOTENAI TRIBES | $37,500 | |
| ST JAMES HEALTHCARE FOUNDATION | |||||||
| 400 S CLARK ST | BUTTE | MT | 59701 | PC | A RELATIONAL MODEL FOR REDUCING PERINATAL SUBSTANCE USE DISORDERS IN SOUTHWEST MONTANA | $112,500 | |
| ST JAMES HEALTHCARE FOUNDATION | |||||||
| 400 S CLARK ST | BUTTE | MT | 59701 | PC | INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN SILVER BOW COUNTY | $65,000 | |
| ST JAMES HEALTHCARE FOUNDATION | |||||||
| 400 S CLARK ST | BUTTE | MT | 59701 | PC | INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN SILVER BOW COUNTY | $32,500 | |
| ST PETER'S HEALTH FOUNDATION | |||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | HELENA REGIONAL HOUSING IS HEALTHCARE INITIATIVE | $60,000 | |
| ST PETER'S HEALTH FOUNDATION | |||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | INTEGRATING BEHAVIORAL HEALTH INTO ST. PETER'S HEALTH MEDICAL GROUP | $37,500 | |
| ST VINCENT HEALTHCARE FOUNDATION | |||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | BUILDING OUT THE CONTINUUM OF CARE FOR INTEGRATED BEHAVIORAL HEALTH | $75,000 | |
| TETON COUNTY HEALTH DEPARTMENT | |||||||
| 905 4TH ST NW | CHOTEAU | MT | 59422 | GOV | ADDRESSING SUBSTANCE USE DISORDERS IN TETON COUNTY THROUGH COMMUNITY PARTNERSHIPS | $25,244 | |
| THE UNIVERSITY OF MONTANA-DEPARTMENT OF PSYCHOLOGY | |||||||
| C/O DEPARTMENT OF PSYCHOLOGY | MISSOULA | MT | 59812 | GOV | IBH WORKFORCE DEVELOPMENT INITIATIVE: EXPANDING UMS INTEGRATED BEHAVIORAL HEALTH TRAINING PROGRAMS | $35,000 | |
| TOWNSEND HEALTH SYSTEMS INC DBA BROADWATER HEALTH CENTER | |||||||
| 110 NORTH OAK | TOWNSEND | MT | 59644 | PC | ENHANCING RURAL HEALTH THROUGH THE EXPANSION OF INTEGRATED BEHAVIORAL HEALTH SERVICES | $25,000 | |
| TOWNSEND HEALTH SYSTEMS INC DBA BROADWATER HEALTH CENTER | |||||||
| 110 NORTH OAK | TOWNSEND | MT | 59644 | PC | INITIATION OF A LICENSED ADDICTION COUNSELOR INTO THE BROADWATER HEALTH CENTER INTEGRATED CARE TEAM | $40,000 | |
| TWO EAGLE RIVER SCHOOL | |||||||
| 58020 OLD US HWY 93 | PABLO | MT | 59855 | GOV | TWO EAGLE RIVER SCHOOL WELLNESS PROJECT | $50,000 | |
| UNITED WAY OF YELLOWSTONE COUNTY | |||||||
| 2173 OVERLAND AVENUE | BILLINGS | MT | 59106 | PC | COLLABORATING TO END HOMELESSNESS AND ADDICTION IN YELLOWSTONE COUNTY | $50,000 | |
| WATSON CHILDREN'S SHELTER | |||||||
| 4978 BUCKHOUSE LANE | MISSOULA | MT | 59804 | PC | HEALTHY FOUNDATIONS - ACCESS TO PRIMARY CARE AND MENTAL HEALTH ASSESSMENT AND TREATMENT | $15,000 | |
| WMMHC RECOVERY CENTER MISSOULA | |||||||
| 1201 WYOMING ST | MISSOULA | MT | 59801 | PC | RCM PREGNANT AND PARENTING WOMEN | $75,000 | |
| WOMEN IN ACTION INC | |||||||
| PO BOX 161143 | BIG SKY | MT | 597161143 | PC | IDENTIFYING AND ADDRESSING GAPS IN BIG SKY'S MENTAL HEALTH SERVICES | $7,380 | |
| YELLOWSTONE BOYS AND GIRLS RANCH (YBGR) | |||||||
| 1732 SOUTH 72ND ST WEST | BILLINGS | MT | 59106 | PC | YBGR SUBSTANCE USE DISORDER TREATMENT PROGRAM | $37,500 | |
| YWCA OF HELENA | |||||||
| PO BOX 518 | HELENA | MT | 596240518 | PC | YWCA BEHAVIORAL SERVICES | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,522,806 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 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 | 596202905 | GOV | IMPROVING HEALTH THROUGH COLLABORATIONS - AMDD | $81,294 |
| ARLEE COMMUNITY DEVELOPMENT CORPORATION | ||||||
| PO BOX 452 | ARLEE | MT | 59821 | GOV | THE COMMUNITY DINING PROJECT | $25,000 |
| BENEFIS HEALTH SYSTEM FOUNDATION | ||||||
| PO BOX 7008 | GREAT FALLS | MT | 59406 | PC | ADDRESSING PERINATAL SUD AND PREVENTION OF NAS IN CASCADE COUNTY AND MONTANA'S NORTHERN TRIBES | $75,000 |
| BILLINGS CLINIC | ||||||
| 2917 TENTH AVE N | BILLINGS | MT | 591071031 | PC | REGIONAL INTEGRATED BEHAVIORAL HEALTH (IBH) EXPANSION PROGRAM | $131,370 |
| CABINET PEAKS MEDICAL CENTER FOUNDATION | ||||||
| 209 HEALTH PARK DRIVE | LIBBY | MT | 59923 | PC | LINCOLN COUNTY COMMUNITY CARE COORDINATION | $25,000 |
| COMMUNITY MEDICAL CENTER | ||||||
| 2827 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | NC | A COLLABORATIVE APPROACH TO IMPROVING SCREENING AND TREATMENT FOR PERINATAL DRUG USE IN MISSOULA | $75,000 |
| DEPARTMENT OF HEALTH AND HUMAN DEVELOPMENT MONTANA STATE UNIVERSITY | ||||||
| PO BOX 172750 | BOZEMAN | MT | 597173540 | GOV | INCREASING MENTAL HEALTH ACCESS IN GALLATIN COUNTY | $10,000 |
| FLATHEAD CITY-COUNTY HEALTH DEPARTMENT | ||||||
| 1035 FIRST AVENUE WEST | KALISPELL | MT | 59901 | GOV | DEVELOPING A COMPREHENSIVE PLAN TO TRANSFORM BEHAVIORAL HEALTH AND THE CRIMINAL JUSTICE SYSTEM | $23,784 |
| FORT PECK TRIBAL HEALTH DEPARTMENT | ||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FPTH 3RD PARTY BILLING PROJECT | $37,286 |
| HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION | ||||||
| 318-320 N LAST CHANCE GULCH STE 2C | HELENA | MT | 59601 | PC | BUILDING BRIDGES FOR BETTER BIRTHS | $34,000 |
| HELENA OBGYN & ASSOCIATES PC | ||||||
| 45 MEDICAL PARK DRIVE | HELENA | MT | 59601 | NC | GO MOM GO. INTEGRATED BEHAVIOR HEALTH SUPPORT WOMEN DURING PRENATAL, POSTNATAL AND POSTPARTUM HELENA | $75,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA PATHWAYS TREATMENT CENTER | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | INTEGRATED BEHAVIORAL HEALTH IN PRIMARY CARE | $37,500 |
| MADISON VALLEY HOSPITAL ASSOCIATION | ||||||
| 305 N MAIN | ENNIS | MT | 59729 | PC | MADISON VALLEY MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH | $46,950 |
| MISSOULA CITY-COUNTY HEALTH DEPARTMENT | ||||||
| 301 WEST ALDER STREET | MISSOULA | MT | 598024123 | GOV | MISSOULA FOSTER CHILD HEALTH PARTNERSHIP: MODEL PRACTICE FOR MONTANA REPLICATION | $34,828 |
| MISSOULA FOOD BANK AND COMMUNITY CENTER | ||||||
| 1720 WYOMING ST | MISSOULA | MT | 598011526 | PC | PLACE-BASED HEALTH CARE: INCREASING ACCESS THROUGH PARTNERSHIP | $33,175 |
| MONTANA HEALTH NETWORK HEALTH INC | ||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | NC | EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM | $140,000 |
| MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION (MHREF) - SC MT AHEC | ||||||
| 2625 WINNE AVENUE | HELENA | MT | 59601 | PC | MONTANA MEDICAID EXPANSION IMPACT STUDY | $27,050 |
| MONTANA HUMAN RIGHTS NETWORK | ||||||
| PO BOX 1509 | HELENA | MT | 59624 | PC | GENERAL SUPPORT GRANT | $45,000 |
| MONTANA PRIMARY CARE ASSOCIATION | ||||||
| 1805 EUCLID AVENUE | HELENA | MT | 59601 | NC | BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE | $100,000 |
| MONTANA PUBLIC HEALTH ASSOCIATION | ||||||
| PO BOX 511 | CHOTEAU | MT | 594220511 | PC | MONTANA PUBLIC HEALTH 101: IMPROVING THE HEALTH OF CITIZENS BY TRAINING THE PUBLIC HEALTH WORKFORCE | $37,500 |
| MONTANA STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS | ||||||
| 309 MONTANA HALL | BOZEMAN | MT | 597172470 | GOV | PARTNERSHIPS TO SUPPORT PALLIATIVE CARE IN MONTANA CRITICAL ACCESS HOSPITALS | $19,946 |
| MOUNTAIN-PACIFIC QUALITY HEALTH FOUNDATION | ||||||
| 3404 COONEY DR | HELENA | MT | 59602 | PC | IMPLEMENTING TRAUMA-INFORMED CARE AND APPROACHES WITH MONTANA INDIAN HEALTH CARE ORGANIZATIONS | $49,142 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | A COLLABORATIVE APPROACH TO SCREEN AND TREAT PERINATAL DRUG USE AT PROVIDENCE ST. PATRICK HOSPITAL | $37,500 |
| PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION | ||||||
| 1400 BROADWAY STREET | HELENA | MT | 59620 | GOV | IMPROVING HEALTH THROUGH COLLABORATIONS - PHSD | $50,000 |
| ST JAMES HEALTHCARE FOUNDATION | ||||||
| 400 S CLARK ST | BUTTE | MT | 59701 | PC | A RELATIONAL MODEL FOR REDUCING PERINATAL SUBSTANCE USE DISORDERS IN SOUTHWEST MONTANA | $37,500 |
| ST JAMES HEALTHCARE FOUNDATION | ||||||
| 400 S CLARK ST | BUTTE | MT | 59701 | PC | INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN SILVER BOW COUNTY | $32,500 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | INTEGRATING BEHAVIORAL HEALTH INTO ST. PETER'S HEALTH MEDICAL GROUP | $92,500 |
| WOMEN IN ACTION INC | ||||||
| PO BOX 161143 | BIG SKY | MT | 597161143 | PC | IDENTIFYING AND ADDRESSING GAPS IN BIG SKY'S MENTAL HEALTH SERVICES | $7,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,421,205 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,199 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,816,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,454,508 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| RETURNED GRANT | $38,212 | ||
| REIMBURSEMENTS | $4,162 | 01 | $716 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,361,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $42,374 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,404,143 | 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 CHARITABLE GRANT EXPENDITURES PAID IN A PRIOR YEAR. |
| 11B | REIMBURSEMENT OF OPERATIONAL AND INVESTMENT EXPENSES 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 (3 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| MONTANA PRIMARY CARE ASSOCIATION | ||
| 1a(1) | $1,000 | 2018 MPCA ANNUAL TRAINING |
| MONTANA PRIMARY CARE ASSOCIATION | ||
| 1a(1) | $2,500 | 2018 COVER MONTANA OUTREACH & E3 SUMMIT |
| MONTANA PRIMARY CARE ASSOCIATION | ||
| 1a(1) | $100,000 | BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE |
| 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CONRAD N HILTON FOUNDATION | |||||||
| 1 | 1 DOLE DR | WESTLAKE VILLAGEELENA | CA | 91362 | $400,000 | Yes (X) | |
| CARING FOR MONTANANS INC | |||||||
| 2 | 560 NORTH PARK AVENUE | HELENA | MT | 59601 | $15,009,217 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | CORPORATE BONDS | NoncashPropertyDesc |
| Fair Market Value | $2,219,454 | FairMarketValueAmt |
| Received | 2018-09-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,905 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,505 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTIONTREATMENT OF QUALIFYING DISTRIBUTIONSMONTANA HEALTHCARE FOUNDATIONEIN: 46-6854005777 EAST MAIN, #206, BOZEMAN, MT 59715FOR THE TAX YEAR ENDED DECEMBER 31, 2018PURSUANT 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 UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDED DECEMBER 31, 2015 IN THE AMOUNT OF $191,915.-------------------------------------------- ------------NAME AND TITLE DATE | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTIONTREATMENT OF QUALIFYING DISTRIBUTIONSMONTANA HEALTHCARE FOUNDATIONEIN: 46-6854005777 EAST MAIN, #206, BOZEMAN, MT 59715FOR THE TAX YEAR ENDED DECEMBER 31, 2018PURSUANT 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 $185,000 DUE TO THE REQUIREMENTS OF IRC SEC. 4942(G)(3). -------------------------------------------- ------------NAME AND TITLE DATE | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 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 | 2018-08-01 | $75,000 | A COLLABORATIVE APPROACH TO IMPROVING SCREENING AND TREATMENT FOR PERINATAL DRUG USE IN MISSOULA. | $74,753 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018 |
| HELENA OBGYN & ASSOCIATES PC | |||||||||
| 45 MEDICAL PARK DR | HELENA | MT | 59601 | 2018-11-16 | $75,000 | GO MOM GO. INTEGRATED BEHAVIOR HEALTH SUPPORT WOMEN DURING PRENATAL, POSTNATAL AND POSTPARTUM HELENA. | $57,658 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018 |
| MONTANA HEALTH NETWORK HEALTH INC | |||||||||
| 519 PLEASENT ST | MILES CITY | MT | 59301 | 2018-12-14 | $140,000 | EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM. | $136,694 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018 |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||||
| 1805 EUCLID AVE | HELENA | MT | 59601 | 2018-08-31 | $2,500 | 2018 COVER MONTANA OUTREACH & E3 SUMMIT. | $2,500 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 8/31/2018 |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||||
| 1805 EUCLID AVE | HELENA | MT | 59601 | 2018-04-11 | $1,000 | 2018 MPCA ANNUAL TRAINING. | $1,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 4/11/2018 |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||||
| 1805 EUCLID AVE | HELENA | MT | 59601 | 2018-11-16 | $100,000 | BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE. | $92,034 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018 |
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: $850,000 MHCF WORKS WITH THE LEADERSHIP OF THE SEVEN TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA, ALONG WITH STATE LEADERSHIP AND OTHER STAKEHOLDERS TO DEVELOP AND IMPLEMENT STRATEGIES TO IMPROVE AMERICAN INDIAN HEALTH. THIS INCLUDED GRANTS, TECHNICAL ASSISTANCE BY MHCF STAFF AND CONTRACTORS, AND CONTINUED FINANCIAL AND STAFF SUPPORT TO THE AMERICAN INDIAN HEALTH LEADERS (AIHL) GROUP WHICH MEETS QUARTERLY. THIS YEAR MHCF SUPPORTED A SITE VISIT TO THE NATIONALLY-RECOGNIZED, TRIBALLY-LED ALASKA TRIBAL HEALTH SYSTEM, MEETINGS WITH MONTANA MEDICAID AND PROGRESS IMPLEMENTING THE STATE'S NEW TRIBAL HEALTH IMPROVEMENT (T-HIP) PROGRAM. MHCF ENHANCED ITS AMERICAN INDIAN HEALTH FOCUS AREA BY HIRING A FULL-TIME SENIOR PROGRAM OFFICER DEDICATED TO THIS CHARITABLE ACTIVITY. 2. BEHAVIORAL HEALTH INTEGRATED BEHAVIORAL HEALTH (IBH): $1,800,000 MHCF ISSUED 15 GRANTS TO SUPPORT PLANNING AND IMPLEMENTATION OF IBH. WE CONTRACTED WITH THE NATIONAL COUNCIL OF BEHAVIORAL HEALTH WHICH PROVIDED INDIVIDUALIZED TRAINING AND TECHNICAL SUPPORT FOR EACH GRANTEE, CONDUCTED WEBINARS ON RELEVANT TOPICS, AND BEGAN DRAFTING RESEARCH PAPERS FOCUSED ON ADVANCING THE PRACTICE OF IBH IN MONTANA. CONVENING: MHCF FINANCIALLY SUPPORTED THE FORMATION AND STAFFING OF BEHAVIORAL HEALTH ASSOCIATION WHICH RESULTED FROM MEETINGS FACILITATED BY MHCF. SUBSTANCE USE DISORDER (SUD) PREVENTION AND TREATMENT SYSTEM: FUNDED IMPLEMENTATION OF RECOMMENDATIONS IN OUR PREVIOUS SUD TREATMENT SYSTEM REPORT BY ORGANIZATIONS AROUND THE STATE. SOLVING PERINATAL DRUG AND ALCOHOL USE: ADDED SEVEN GRANTEES PILOTING INNOVATIVE SUD TREATMENT SERVICES. CAPACITY BUILDING: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $170,000 IN GRANTS, CONTRACTS, AND STAFF TIME TO BRING $13 MILLION OF NEW REVENUE INTO MONTANA ORGANIZATIONS. 3. PARTNERSHIPS FOR BETTER HEALTH HOUSING AND HEALTH CARE: $300,000CONDUCTED FOUR COMMUNITY MEETINGS WITH HOUSING AND HEALTH CARE PROVIDERS TO PROMOTE THE DEVELOPMENT OF SUPPORTIVE HOUSING PRACTICES. AWARDED THREE PLANNING GRANTS AND PROVIDED 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. VALUE BASED PAYMENT MODELS: WORKED WITH FIVE PILOT PROJECTS TO PROMOTE VALUE-BASED DELIVERY SYSTEMS FOCUSED ON UTILIZATION OF CARE COORDINATION ACROSS HEALTH CARE PROVIDERS AND COMMUNITY-BASED SERVICE PROVIDERS. FORMED AN INFORMAL HEALTH EDUCATION PARTNERS GROUP WHICH CONVENES WORK FORCE DEVELOPMENT AGENCIES FOCUSED ON COMMUNITY HEALTH WORKERS, PEER SUPPORT AND BEHAVIORAL HEALTH TECHNICIANS TO EXPLORE THE ESTABLISHMENT OF CURRICULUM FOR THESE ROLES AND HOW THEY MAY BE INTEGRATED IN HEALTH CARE DELIVERY SYSTEMS. SOCIAL SERVICE NON-PROFIT CAPACITY BUILDING: PROVIDED FINANCIAL AND TECHNICAL ASSISTANCE SUPPORT TO ALLOW COMMUNITY-BASED PROGRAMS TO DEVELOP SELF-SUSTAINING HEALTH-RELATED SERVICES, STRENGTHEN OPERATIONS, AND STABILIZE REVENUES. 4. MEDICAID AND HEALTH POLICY: $950,000 TO SUPPORT A STRONG HEALTH SYSTEM THAT PROVIDES FOR THE NEEDS OF ALL MONTANANS, MHCF COMMISSIONED AND BROADLY DISSEMINATED SEVERAL ECONOMIC, HEALTH, AND FISCAL IMPACT REPORTS ON KEY HEALTH POLICY QUESTIONS, SUCH AS THE COSTS, ECONOMIC BENEFITS, AND HEALTH IMPLICATIONS OF MONTANA'S MEDICAID EXPANSION, AND THE POTENTIAL FOR MONTANA TO ESTABLISH A REINSURANCE PROGRAM THROUGH A 1332 WAIVER IN ORDER TO REDUCE THE COST OF HEALTH INSURANCE ON THE INDIVIDUAL MARKET. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,195,717.991 SHS VANGUARD SHORT TERM BOND INDEX FUND | $22,637,852 | $22,637,852 |
| 550,000 SHS CAPITAL ONE BANK USA NA CORPORATE BOND | $565,065 | $565,065 |
| 300,000 SHS CISCO SYSTEMS INC BOND | $300,636 | $300,636 |
| 300,000 SHS MOODY'S CORPORATION BOND | $311,112 | $311,112 |
| 500,000 SHS VALERO ENERGY CORP BOND | $514,610 | $514,610 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 333,503.758 SHS DODGE & COX INTERNATIONAL STOCK FUND | $12,309,624 | $12,309,624 |
| 121,120 SHS I SHARES RUSSELL MID-CAP ETF | $5,629,658 | $5,629,658 |
| 436,340.458 SHS DFA EMERGING MARKETS CORE EQUITY | $8,399,554 | $8,399,554 |
| 543,594.370 SHS EDGEWOOD GROWTH INSTL | $15,650,082 | $15,650,082 |
| 557,052 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND | $4,885,344 | $4,885,344 |
| 66,950 SHS SPDR S&P 500 ETF TRUST | $16,732,144 | $16,732,144 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEWPORT ASIA INTERNATIONAL FUND LP | FMV | $7,411,646 | $7,411,646 |
| WTC CTF RESEARCH EQUITY | FMV | $13,543,638 | $13,543,638 |
| INDUS SELECT FUND LTD | FMV | $10,292,531 | $10,292,531 |
| ETON PARK OVERSEAS FUND LTD | FMV | $4,392 | $4,392 |
| FARALLON CAPITAL MANAGEMENT, LLC | FMV | $3,682,100 | $3,682,100 |
| MARSHALL WACE FD PLC | FMV | $2,965,759 | $2,965,759 |
| MAVERICK FUND LTD | FMV | $2,824,246 | $2,824,246 |
| CANYON DISTRESSED OPPORTUNITY FUND II (CAYMAN), LP | FMV | $2,291,911 | $2,291,911 |
| CANYON VALUE REALIZATION FUND (CAYMAN), LTD | FMV | $3,150,508 | $3,150,508 |
| GOLUB CAPITAL PARTNERS INTERNATIONAL, LP | FMV | $1,425,659 | $1,425,659 |
| LANDMARK REAL ESTATE PARTNERS VIII LP | FMV | $674,150 | $674,150 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) | FMV | $3,302,585 | $3,302,585 |
| AXIOM ASIA V LP | FMV | $121,526 | $121,526 |
| LEGACY VENTURE IX LLC | FMV | $150,000 | $150,000 |
| MIDOCEAN PARTNERS V LP | FMV | $1,665,691 | $1,665,691 |
| THE VARDE FUND XIII LP | FMV | $224,336 | $224,336 |
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 | $21,572 | $43,143 | $43,143 |
| SOFTWARE | $50,820 | $10,164 | $40,656 | $40,656 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,795 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,291 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $101,938 | BOYBookValueAmt |
| EOY Book Value | $187,220 | EOYBookValueAmt |
| EOYFMV | $187,220 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $16,707,636 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & EQUIPMENT | $10,652 | $0 | $9,542 |
| COMMUNICATIONS | $14,365 | $0 | $14,365 |
| DUES & SUBSCRIPTIONS | $20,077 | $0 | $20,044 |
| INSURANCE | $14,572 | $0 | $14,572 |
| OFFICE EXPENSE | $28,616 | $0 | $28,616 |
| TA, RESEARCH AND CONVENING | $1,054,937 | $0 | $999,405 |
| OTHER ADMINISTRATIVE EXPENSE | $71,138 | $0 | $70,090 |
| PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 | $0 | $327,049 | $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 | $233,535 | ||
| RETURNED GRANT | $38,212 | $38,212 | |
| REIMBURSEMENTS | $716 | $4,878 | $4,878 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $289,409 | $289,409 | $0 |
| CONSULTING FEES | $12,253 | $0 | $12,253 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $88,000 | $0 | $0 |
| FOREIGN INCOME TAXES | $0 | $12,554 | $0 |
| UBI TAXES | $4,311 | $0 | $0 |