2019-11-14T20:22:43-06:00 2018-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990PF 2018-01-01 466854005 MONTANA HEALTHCARE FOUNDATION MONT 4064517060 777 EAST MAIN NO 206 BOZEMAN MT 59715 AARON WERNHAM CEO 4064517060 2019-11-07 1 JENNIFER BECKER HARRIS P00183358 4254544919 2019-11-07 65.158.230.194 2019-11-07 14:55:24 PS P DE1D2BBAE0F1147E7A7EA18DABEA7E867F199504 A6788122FFC2A5A8460BF6C51534EA1DB831A18C 2018 2020-03-31 21:24:44Z X 163082340 X 15409217 90199 90199 1816346 2261935 4395 4454508 11286414 5673711 43090 234251 21813360 8264491 448887 70089 378798 731932 45674 683902 203683 9730 183006 12795 0 13291 40905 0 37505 301662 289409 12253 1585 1585 0 92311 12554 0 31736 0 110537 0 110537 135574 0 132031 9840 0 9840 1214357 327049 1156634 3335804 756090 2717797 4705801 4522805 8041605 756090 7240602 13771755 7508401 149652 83964 83964 17140835 20845998 20845998 215000 215000 215000 4550 72816185 63606406 63606406 20528260 24329275 24329275 54913254 53730678 53730678 115535 31736 115535 83799 83799 101938 187220 187220 165770209 163082340 163082340 39904 104920 1238209 1421205 1278113 1526125 X 162088455 159515576 2403641 2040639 164492096 161556215 165770209 163082340 164492096 13771755 0 178263851 16707636 161556215 WTC CTF RESEARCH EQUITY P 2014-10-01 2018-02-01 89168 63537 25631 25631 ETON PARK P 2016-04-01 2018-04-30 136921 125543 11378 11378 INDUS SELECT FUND LTD P 2015-10-01 2018-10-31 2000000 1566893 433107 433107 LANDMARK RE PTNRS VIII LP P 2017-08-08 2018-05-14 342978 342978 0 0 MIDOCEAN PARTNERS V L.P P 2018-05-23 2018-05-25 45183 45183 0 0 MARKETABLE SECURITIES P 5508745 3468569 2040176 2040176 CAPITAL GAIN DISTRIBUTIONS P 1944216 1944216 1944216 CAPITAL GAIN FROM SCHEDULE K-1 P 1219203 1219203 1219203 5673711 0 6422514 142599137 0.045039 4146363 119846523 0.034597 2050246 92224461 0.022231 1379543 44399808 0.031071 0 39185715 0.000000 0.132938 0.026588 166083356 4415824 75084 4490908 7240602 X 75084 0 75084 0 75084 75701 30000 0 105701 X 0 30617 30617 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MT 1 0 0 0 0 1 WWW.MTHCF.ORG TED MADDEN 4064517060 777 EAST MAIN NO 206 BOZEMAN MT 59715 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 WILLIAM UNDERRINER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TREASURER 8.00 24000 0 0 MICHAEL HARRINGTON 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 VICE-CHAIRMAN 8.00 24000 0 0 DENIS PRAGER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 8.00 24000 0 0 GERALD GRAY 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 8.00 24000 0 0 JUDITH LAPAN 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 8.00 24000 0 0 JOANNE PIEPER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 CHAIRMAN 15.00 24000 0 0 PAUL COOK 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 SECRETARY 8.00 24000 0 0 AARON WERNHAM 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 CEO 40.00 280887 20191 0 THEODORE MADDEN 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 COO 40.00 152246 19278 0 SCOTT MALLOY 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 SNR PROGRAM OFFICER 40.00 137940 18633 0 TRESSIE WHITE 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 SNR PROGRAM OFFICER 40.00 115114 17799 0 MELINDA BUCHHEIT 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 EXEC ASST/COMM. COOR 40.00 71319 16815 0 PRICE KLAAS 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 OPERATIONS MANAGER 40.00 70607 15908 0 2 MONTICELLO ASSOCIATES 1800 LARMIER ST DENVER CO 80202 INVESTMENT ADVISOR 200000 NATIONAL COUNCIL FOR BEHAVIORAL HEALTH 1400 K STREET STE 400 WASHINGTON DC 20005 HEALTHCARE CONSULTANT 160328 WELLINGTON TRUST CO NA 2 EMBARCADERO CENTER STE 1645 SAN FRANCISCO CA 94111 INVESTMENT MANAGEMENT 89168 WAKELY CONSULTING GROUP 7650 W COURTNEY CAMPBELL CAUSEWAY STE 1250 TAMPA FL 33607 HEALTHCARE CONSULTANT 75000 CHRISTINA L GOE ATTORNEY PLLC 446 W LAWRENCE ST HELENA MT 59601 HEALTHCARE CONSULTANT 57500 0 AMERICAN INDIAN HEALTH: SEE STATEMENT 15 850000 BEHAVIORAL HEALTH: SEE STATEMENT 15 1800000 PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 15 300000 MEDICAID AND HEALTH POLICY: SEE STATEMENT 15 950000 0 95139586 16490282 56982676 168612544 0 0 168612544 2529188 166083356 8304168 8304168 75084 8774 83858 8220310 42374 8262684 0 8262684 7240602 0 7240602 75084 7165518 8262684 6861086 0 0 7240602 6861086 0 185000 194516 0 0 0 185000 0 0 0 0 8068168 185000 0 0 MONTANA HEALTHCARE FOUNDATION 777 E MAIN SUITE 206 BOZEMAN MT 59715 4064517060 VISIT WWW.MTHCF.ORG FOR APPLICATION INFORMATION. VISIT WWW.MTHCF.ORG FOR SUBMISSION DEADLINES. VISIT WWW.MTHCF.ORG FOR FUNDING RESTRICTIONS. ADDICTIVE AND MENTAL DISORDERS DIVISION 100 NORTH PARK SUITE 300 HELENA MT 596202905 GOV IMPROVING HEALTH THROUGH COLLABORATIONS - AMDD 81294 ARLEE COMMUNITY DEVELOPMENT CORPORATION PO BOX 452 ARLEE MT 59821 GOV THE COMMUNITY DINING PROJECT 26090 BEHAVIORAL HEALTH ALLIANCE OF MONTANA PO BOX 1672 HELENA MT 59624 PC BHAM: ADVOCACY FOR BEHAVIORAL HEALTH PREVENTION, TREATMENT, & RECOVERY; AVAILABLE & ACCESSIBLE IN MT 100000 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 75000 BIG SKY AACAP 2620 COLONIAL DR STE B HELENA MT 59601 PC 2018 MONTANA PSYCHIATRY CONFERENCE 5000 BIGHORN VALLEY HEALTH CENTER INC PO BOX 408 HARDIN MT 59034 PC A STRUCTURED FRAMEWORK IS ESSENTIAL TO IMPROVING SUSTAINED HEALTH AND WELLBEING 25000 BIGHORN VALLEY HEALTH CENTER INC PO BOX 409 HARDIN MT 59034 PC FEASIBILITY STUDY FOR ITCHIK DIIAWAKAAM FAMILY HEALING CENTER IN THE APSAALOOKE NATION 49350 BIGHORN VALLEY HEALTH CENTER INC PO BOX 410 HARDIN MT 59034 PC INTEGRATED HEALTHCARE DELIVERY THROUGH A HUB AND SPOKE MODEL IN SOUTHEASTERN MONTANA 37500 BILLINGS CLINIC 2917 TENTH AVE N BILLINGS MT 591071031 PC INTEGRATED BEHAVIORAL HEALTH (IBH) EXPANSION PROJECT 75000 BILLINGS CLINIC 2917 TENTH AVE N BILLINGS MT 591071031 PC REGIONAL INTEGRATED BEHAVIORAL HEALTH (IBH) EXPANSION PROGRAM 131369 BLACKFEET COMMUNITY COLLEGE PO BOX 819 BROWNING MT 594170819 GOV BLACKFEET COMMUNITY COLLEGE TRAUMA INFORMED PLANNING GRANT 25000 BLACKFEET TRIBAL HEALTH PO BOX 866 BROWNING MT 59417 GOV BLACKFEET EMS PROGRAM 25000 BLACKFEET TRIBAL HEALTH PO BOX 866 BROWNING MT 59417 GOV T-HIP TIER 1 DAPHNE SOFTWARE SUPPORT 12000 BLACKFEET TRIBE 640 ALL CHIEFS RD BROWNING MT 59417 GOV BLACKFEET PARTNERSHIP FOR FOOD SOVEREIGNTY: STRATEGIC PLAN 50000 BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY 505 ORCHARD LN BILLINGS MT 591015027 PC JOINT-SERVICE BEHAVIORAL HEALTH MODEL PILOT FOR THE LOCKWOOD CLUBHOUSE 50000 BOYS AND GIRLS CLUB OF LEWISTOWN 134 PARK STREET LEWISTOWN MT 59457 PC CENTRAL MONTANA MENTAL HEALTH ALLIANCE 15000 BOZEMAN HEALTH FOUNDATION 931 HIGHLAND BLVD STE 3200 BOZEMAN MT 59715 PC IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH 150000 CABINET PEAKS MEDICAL CENTER FOUNDATION 209 HEALTH PARK DRIVE LIBBY MT 59923 PC LINCOLN COUNTY COMMUNITY CARE COORDINATION 75000 CASCADE COUNTY COMMUNITY HEALTH CARE CENTER 115 4TH ST SO GREAT FALLS MT 59401 GOV HEALTH WEALTH SERVICE PARTNERSHIP PILOT PROGRAM 50000 CHILD BRIDGE INC PO BOX 310 BIGFORK MT 59911 PC FINDING A WAY HOME: IMPROVING BEHAVIORAL HEALTH IN FOSTER CHILDREN BY ACHIEVING PERMANENCY 37500 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 75000 DEPARTMENT OF HEALTH AND HUMAN DEVELOPMENT MONTANA STATE UNIVERSITY PO BOX 172750 BOZEMAN MT 597173540 GOV INCREASING MENTAL HEALTH ACCESS IN GALLATIN COUNTY 62270 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 49944 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 23781 FLORENCE CRITTENTON HOME & SERVICES 901 N HARRIS HELENA MT 59601 PC SUBSTANCE USE TREATMENT FOR PREGNANT & PARENTING WOMEN 37500 FORT BELKNAP INDIAN COMMUNITY - TRIBAL HEALTH 656 AGENCY MAIN STREET HARLEM MT 59526 GOV FORT BELKNAP CENTRALIZED BILLING CAPACITY BUILDING PROJECT 30000 FORT BELKNAP INDIAN COMMUNITY - TRIBAL HEALTH 656 AGENCY MAIN STREET HARLEM MT 59526 GOV FORT BELKNAP DIABETES CARE CLINIC 45000 FORT PECK TRIBAL HEALTH DEPARTMENT PO BOX 1027 POPLAR MT 59255 GOV FPTH 3RD PARTY BILLING PROJECT 112286 FORT PECK TRIBES - SPOTTED BULL RECOVERY RESOURCE CENTER 603 1/2 COURT AVENUE POPLAR MT 59255 GOV FORT PECK TATANKA GDESKA CAPACITY BUILDING PROJECT 75000 FRIENDSHIP HOUSE OF CHRISTIAN SERVICE 3123 8TH AVE S BILLINGS MT 59101 PC TRANSFORMING SOUTH BILLINGS YOUTH AND FAMILIES BY ADDRESSING COMMUNITY COUNSELING NEEDS 40000 GATEWAY RECOVERY SERVICES 26 4TH STREET NORTH GREAT FALLS MT 59401 PC PEER SUPPORT FOR CASCADE COUNTY 37500 GLACIER COMMUNITY HEALTH CENTER 519 E MAIN ST CUT BANK MT 59427 PC DENTAL/BEHAVIORAL HEALTH INTEGRATION 49729 HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION 318-320 N LAST CHANCE GULCH STE 2C HELENA MT 59601 PC BUILDING BRIDGES FOR BETTER BIRTHS 34000 HELENA INDIAN ALLIANCE 501 EUCLID AVENUE HELENA MT 59601 PC HELENA INDIAN ALLIANCE - SHERIDAN HALL; STRUCTURAL ASSESSMENT 26000 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 75000 HELP CENTER INC 421 EAST PEACH STREET BOZEMAN MT 59715 PC INITIATIVE TO BUILD BILLING CAPACITY FOR BEHAVIORAL HEALTH SERVICES 15000 HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC 32 SOUTH TRACY BOZEMAN MT 59715 PC PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING 60000 INSTITUTE FOR NONPROFIT NEWS 714 W OLYMPIC BLVD STE 931 LOS ANGELES CA 900151353 PC IN-DEPTH HEALTH CARE REPORTING IN MONTANA 10000 KALISPELL REGIONAL MEDICAL CENTER INC DBA PATHWAYS TREATMENT CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 PC INTEGRATED BEHAVIORAL HEALTH IN PRIMARY CARE 112500 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 37500 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 48675 LINCOLN COUNTY HEALTH DEPARTMENT 418 MINERAL AVENUE LIBBY MT 59923 GOV LINCOLN COUNTY SUD FOLLOW-UP AND REFERRAL 19955 LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA 615 CENTRAL AVE WEST GREAT FALLS MT 59404 PC MONTANA NATIVE AMERICAN GIRL CENTERED EMPOWERMENT PROJECT 15000 LIVINGSTON HEALTHCARE FOUNDATION 320 ALPENGLOW LANE LIVINGSTON MT 59047 PC RAPID RESPONSE BEHAVIORAL HEALTH CRISES MANAGEMENT 37500 LIVINGSTON HEALTHCARE FOUNDATION 320 ALPENGLOW LANE LIVINGSTON MT 59047 PC SWEET PARK SMILES 20803 MADISON VALLEY HOSPITAL ASSOCIATION 305 N MAIN ENNIS MT 59729 PC MADISON VALLEY MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH 46950 MISSOULA CITY-COUNTY HEALTH DEPARTMENT 301 WEST ALDER STREET MISSOULA MT 598024123 GOV MISSOULA FOSTER CHILD HEALTH PARTNERSHIP: MODEL PRACTICE FOR MONTANA REPLICATION 34825 MISSOULA FOOD BANK AND COMMUNITY CENTER 1720 WYOMING ST MISSOULA MT 598011526 PC PLACE-BASED HEALTH CARE: INCREASING ACCESS THROUGH PARTNERSHIP 33175 MISSOULA URBAN INDIAN HEALTH CENTER 830 WEST CENTRAL AVE MISSOULA MT 59801 PC QUA QUI CONNECTION: THE CIRCLE OF GOOD MEDICINE & HOLISTIC CARE 75000 MONTANA BUDGET AND POLICY CENTER 101 NORTH LAST CHANCE GULCH SUITE 220 HELENA MT 59601 PC STATE-TRIBAL POLICY SYMPOSIUM: ADVANCING INVESTMENTS IN INDIAN COUNTRY 2500 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 90500 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. 30000 MONTANA HEALTH NETWORK HEALTH INC 519 PLEASANT STREET MILES CITY MT 59301 NC EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM 140000 MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION (MHREF) - SC MT AHEC 2625 WINNE AVENUE HELENA MT 59601 PC MONTANA MEDICAID EXPANSION IMPACT STUDY 27050 MONTANA HUMAN RIGHTS NETWORK PO BOX 1509 HELENA MT 59624 PC GENERAL SUPPORT GRANT 45000 MONTANA LEGAL SERVICES ASSOCIATION 616 HELENA AVE SUITE 100 HELENA MT 59601 PC MONTANA HEALTH JUSTICE PARTNERSHIP (2017) 25000 MONTANA MEDICAL ASSOCIATION FOUNDATION 2021 11TH AVENUE SUITE 1 HELENA MT 59601 PC OPTIMIZATION OF PATIENT CARE THROUGH HEALTH INFORMATION EXCHANGE IN MONTANA 50000 MONTANA NONPROFIT ASSOCIATION PO BOX 1744 HELENA MT 59624 PC 2018 ANNUAL MONTANA NONPROFIT ASSOCIATION CONFERENCE 3000 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVENUE HELENA MT 59601 NC 2018 COVER MONTANA OUTREACH & E3 SUMMIT 2500 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVENUE HELENA MT 59601 NC 2018 MPCA ANNUAL TRAINING 1000 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVENUE HELENA MT 59601 NC BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE 100000 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 37500 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 10000 MONTANA STATE UNIVERSITY - 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PATRICK HOSPITAL 112500 PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION 1400 BROADWAY STREET HELENA MT 59620 GOV IMPROVING HEALTH THROUGH COLLABORATIONS - PHSD 50000 PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION 1400 BROADWAY STREET HELENA MT 59620 GOV MONTANA PUBLIC HEALTH WORKFORCE ASSESSMENT 11000 PUREVIEW HEALTH CENTER 1930 9TH AVE HELENA MT 59601 PC DEVELOPMENT OF EAST HELENA SCHOOL BASED HEALTH CENTER 48527 RIMROCK FOUNDATION 1231 N 29TH ST BILLINGS MT 59101 PC ELM HOUSE; RESIDENTIAL TREATMENT FOR PREGNANT AMERICAN INDIAN WOMEN, PREGNANT/NON-PREGNANT WOMEN 42090 RIVERSTONE HEALTH 123 SOUTH 27TH STREET BILLINGS MT 59101 PC PAX: GOOD BEHAVIOR GAME AND TRAUMA-INFORMED SCHOOLS ON THE SOUTHSIDE OF BILLINGS 37500 ROCKY MOUNTAIN TRIBAL LEADERS COUNCIL 711 CENTRAL AVENUE BILLINGS MT 59102 GOV ROOTS OF A SOVEREIGN NATION: FOOD SOVEREIGNTY SUMMIT 2500 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 37500 ST JAMES HEALTHCARE FOUNDATION 400 S CLARK ST BUTTE MT 59701 PC A RELATIONAL MODEL FOR REDUCING PERINATAL SUBSTANCE USE DISORDERS IN SOUTHWEST MONTANA 112500 ST JAMES HEALTHCARE FOUNDATION 400 S CLARK ST BUTTE MT 59701 PC INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN SILVER BOW COUNTY 65000 ST JAMES HEALTHCARE FOUNDATION 400 S CLARK ST BUTTE MT 59701 PC INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN SILVER BOW COUNTY 32500 ST PETER'S HEALTH FOUNDATION 2475 E BROADWAY ST HELENA MT 59601 PC HELENA REGIONAL HOUSING IS HEALTHCARE INITIATIVE 60000 ST PETER'S HEALTH FOUNDATION 2475 E BROADWAY ST HELENA MT 59601 PC INTEGRATING BEHAVIORAL HEALTH INTO ST. PETER'S HEALTH MEDICAL GROUP 37500 ST VINCENT HEALTHCARE FOUNDATION 1106 NORTH 30TH STREET BILLINGS MT 59101 PC BUILDING OUT THE CONTINUUM OF CARE FOR INTEGRATED BEHAVIORAL HEALTH 75000 TETON COUNTY HEALTH DEPARTMENT 905 4TH ST NW CHOTEAU MT 59422 GOV ADDRESSING SUBSTANCE USE DISORDERS IN TETON COUNTY THROUGH COMMUNITY PARTNERSHIPS 25244 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 35000 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 25000 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 40000 TWO EAGLE RIVER SCHOOL 58020 OLD US HWY 93 PABLO MT 59855 GOV TWO EAGLE RIVER SCHOOL WELLNESS PROJECT 50000 UNITED WAY OF YELLOWSTONE COUNTY 2173 OVERLAND AVENUE BILLINGS MT 59106 PC COLLABORATING TO END HOMELESSNESS AND ADDICTION IN YELLOWSTONE COUNTY 50000 WATSON CHILDREN'S SHELTER 4978 BUCKHOUSE LANE MISSOULA MT 59804 PC HEALTHY FOUNDATIONS - ACCESS TO PRIMARY CARE AND MENTAL HEALTH ASSESSMENT AND TREATMENT 15000 WMMHC RECOVERY CENTER MISSOULA 1201 WYOMING ST MISSOULA MT 59801 PC RCM PREGNANT AND PARENTING WOMEN 75000 WOMEN IN ACTION INC PO BOX 161143 BIG SKY MT 597161143 PC IDENTIFYING AND ADDRESSING GAPS IN BIG SKY'S MENTAL HEALTH SERVICES 7380 YELLOWSTONE BOYS AND GIRLS RANCH (YBGR) 1732 SOUTH 72ND ST WEST BILLINGS MT 59106 PC YBGR SUBSTANCE USE DISORDER TREATMENT PROGRAM 37500 YWCA OF HELENA PO BOX 518 HELENA MT 596240518 PC YWCA BEHAVIORAL SERVICES 15000 4522806 ADDICTIVE AND MENTAL DISORDERS DIVISION 100 NORTH PARK SUITE 300 HELENA MT 596202905 GOV IMPROVING HEALTH THROUGH COLLABORATIONS - AMDD 81294 ARLEE COMMUNITY DEVELOPMENT CORPORATION PO BOX 452 ARLEE MT 59821 GOV THE COMMUNITY DINING PROJECT 25000 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 75000 BILLINGS CLINIC 2917 TENTH AVE N BILLINGS MT 591071031 PC REGIONAL INTEGRATED BEHAVIORAL HEALTH (IBH) EXPANSION PROGRAM 131370 CABINET PEAKS MEDICAL CENTER FOUNDATION 209 HEALTH PARK DRIVE LIBBY MT 59923 PC LINCOLN COUNTY COMMUNITY CARE COORDINATION 25000 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 75000 DEPARTMENT OF HEALTH AND HUMAN DEVELOPMENT MONTANA STATE UNIVERSITY PO BOX 172750 BOZEMAN MT 597173540 GOV INCREASING MENTAL HEALTH ACCESS IN GALLATIN COUNTY 10000 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 23784 FORT PECK TRIBAL HEALTH DEPARTMENT PO BOX 1027 POPLAR MT 59255 GOV FPTH 3RD PARTY BILLING PROJECT 37286 HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION 318-320 N LAST CHANCE GULCH STE 2C HELENA MT 59601 PC BUILDING BRIDGES FOR BETTER BIRTHS 34000 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 75000 KALISPELL REGIONAL MEDICAL CENTER INC DBA PATHWAYS TREATMENT CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 PC INTEGRATED BEHAVIORAL HEALTH IN PRIMARY CARE 37500 MADISON VALLEY HOSPITAL ASSOCIATION 305 N MAIN ENNIS MT 59729 PC MADISON VALLEY MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH 46950 MISSOULA CITY-COUNTY HEALTH DEPARTMENT 301 WEST ALDER STREET MISSOULA MT 598024123 GOV MISSOULA FOSTER CHILD HEALTH PARTNERSHIP: MODEL PRACTICE FOR MONTANA REPLICATION 34828 MISSOULA FOOD BANK AND COMMUNITY CENTER 1720 WYOMING ST MISSOULA MT 598011526 PC PLACE-BASED HEALTH CARE: INCREASING ACCESS THROUGH PARTNERSHIP 33175 MONTANA HEALTH NETWORK HEALTH INC 519 PLEASANT STREET MILES CITY MT 59301 NC EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM 140000 MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION (MHREF) - SC MT AHEC 2625 WINNE AVENUE HELENA MT 59601 PC MONTANA MEDICAID EXPANSION IMPACT STUDY 27050 MONTANA HUMAN RIGHTS NETWORK PO BOX 1509 HELENA MT 59624 PC GENERAL SUPPORT GRANT 45000 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVENUE HELENA MT 59601 NC BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE 100000 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 37500 MONTANA STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS 309 MONTANA HALL BOZEMAN MT 597172470 GOV PARTNERSHIPS TO SUPPORT PALLIATIVE CARE IN MONTANA CRITICAL ACCESS HOSPITALS 19946 MOUNTAIN-PACIFIC QUALITY HEALTH FOUNDATION 3404 COONEY DR HELENA MT 59602 PC IMPLEMENTING TRAUMA-INFORMED CARE AND APPROACHES WITH MONTANA INDIAN HEALTH CARE ORGANIZATIONS 49142 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 37500 PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION 1400 BROADWAY STREET HELENA MT 59620 GOV IMPROVING HEALTH THROUGH COLLABORATIONS - PHSD 50000 ST JAMES HEALTHCARE FOUNDATION 400 S CLARK ST BUTTE MT 59701 PC A RELATIONAL MODEL FOR REDUCING PERINATAL SUBSTANCE USE DISORDERS IN SOUTHWEST MONTANA 37500 ST JAMES HEALTHCARE FOUNDATION 400 S CLARK ST BUTTE MT 59701 PC INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN SILVER BOW COUNTY 32500 ST PETER'S HEALTH FOUNDATION 2475 E BROADWAY ST HELENA MT 59601 PC INTEGRATING BEHAVIORAL HEALTH INTO ST. PETER'S HEALTH MEDICAL GROUP 92500 WOMEN IN ACTION INC PO BOX 161143 BIG SKY MT 597161143 PC IDENTIFYING AND ADDRESSING GAPS IN BIG SKY'S MENTAL HEALTH SERVICES 7380 1421205 14 90199 14 1816346 18 4454508 RETURNED GRANT 38212 REIMBURSEMENTS 01 716 4162 0 6361769 42374 6404143 11A REFUND OF CHARITABLE GRANT EXPENDITURES PAID IN A PRIOR YEAR. 11B REIMBURSEMENT OF OPERATIONAL AND INVESTMENT EXPENSES PAID IN A PRIOR YEAR 1 0 0 0 0 0 0 0 0 1a(1) 1000 MONTANA PRIMARY CARE ASSOCIATION 2018 MPCA ANNUAL TRAINING 1a(1) 2500 MONTANA PRIMARY CARE ASSOCIATION 2018 COVER MONTANA OUTREACH & E3 SUMMIT 1a(1) 100000 MONTANA PRIMARY CARE ASSOCIATION BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE 0 X X 1 CONRAD N HILTON FOUNDATION 1 DOLE DR WESTLAKE VILLAGEELENA CA 91362 400000 X 2 CARING FOR MONTANANS INC 560 NORTH PARK AVENUE HELENA MT 59601 15009217 X X 2 CORPORATE BONDS 2219454 2018-09-11 ACCOUNTING FEES 40905 0 37505 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 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 COMMUNITY MEDICAL CENTER 2827 FORT MISSOULA RD MISSOULA MT 59804 2018-08-01 75000 A COLLABORATIVE APPROACH TO IMPROVING SCREENING AND TREATMENT FOR PERINATAL DRUG USE IN MISSOULA. 74753 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 75000 GO MOM GO. INTEGRATED BEHAVIOR HEALTH SUPPORT WOMEN DURING PRENATAL, POSTNATAL AND POSTPARTUM HELENA. 57658 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 140000 EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM. 136694 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 2500 2018 COVER MONTANA OUTREACH & E3 SUMMIT. 2500 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 1000 2018 MPCA ANNUAL TRAINING. 1000 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 100000 BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE. 92034 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/2018 SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A 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. 2,195,717.991 SHS VANGUARD SHORT TERM BOND INDEX FUND 22637852 22637852 550,000 SHS CAPITAL ONE BANK USA NA CORPORATE BOND 565065 565065 300,000 SHS CISCO SYSTEMS INC BOND 300636 300636 300,000 SHS MOODY'S CORPORATION BOND 311112 311112 500,000 SHS VALERO ENERGY CORP BOND 514610 514610 333,503.758 SHS DODGE & COX INTERNATIONAL STOCK FUND 12309624 12309624 121,120 SHS I SHARES RUSSELL MID-CAP ETF 5629658 5629658 436,340.458 SHS DFA EMERGING MARKETS CORE EQUITY 8399554 8399554 543,594.370 SHS EDGEWOOD GROWTH INSTL 15650082 15650082 557,052 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND 4885344 4885344 66,950 SHS SPDR S&P 500 ETF TRUST 16732144 16732144 NEWPORT ASIA INTERNATIONAL FUND LP FMV 7411646 7411646 WTC CTF RESEARCH EQUITY FMV 13543638 13543638 INDUS SELECT FUND LTD FMV 10292531 10292531 ETON PARK OVERSEAS FUND LTD FMV 4392 4392 FARALLON CAPITAL MANAGEMENT, LLC FMV 3682100 3682100 MARSHALL WACE FD PLC FMV 2965759 2965759 MAVERICK FUND LTD FMV 2824246 2824246 CANYON DISTRESSED OPPORTUNITY FUND II (CAYMAN), LP FMV 2291911 2291911 CANYON VALUE REALIZATION FUND (CAYMAN), LTD FMV 3150508 3150508 GOLUB CAPITAL PARTNERS INTERNATIONAL, LP FMV 1425659 1425659 LANDMARK REAL ESTATE PARTNERS VIII LP FMV 674150 674150 RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) FMV 3302585 3302585 AXIOM ASIA V LP FMV 121526 121526 LEGACY VENTURE IX LLC FMV 150000 150000 MIDOCEAN PARTNERS V LP FMV 1665691 1665691 THE VARDE FUND XIII LP FMV 224336 224336 LEASEHOLD IMPROVEMENTS 64715 21572 43143 43143 SOFTWARE 50820 10164 40656 40656 LEGAL FEES 12795 0 13291 INTEREST RECEIVABLE 101938 187220 187220 UNREALIZED LOSSES 16707636 SUPPLIES & EQUIPMENT 10652 0 9542 COMMUNICATIONS 14365 0 14365 DUES & SUBSCRIPTIONS 20077 0 20044 INSURANCE 14572 0 14572 OFFICE EXPENSE 28616 0 28616 TA, RESEARCH AND CONVENING 1054937 0 999405 OTHER ADMINISTRATIVE EXPENSE 71138 0 70090 PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 0 327049 0 PARTNERSHIP INVESTMENT INCOME/LOSS 233535 RETURNED GRANT 38212 38212 REIMBURSEMENTS 4878 716 4878 INVESTMENT MANAGEMENT FEES 289409 289409 0 CONSULTING FEES 12253 0 12253 EXCISE TAXES 88000 0 0 FOREIGN INCOME TAXES 0 12554 0 UBI TAXES 4311 0 0