WHITEFISH COMMUNITY FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WHITEFISH COMMUNITY FOUNDATION INC (EIN 81-0533002)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-06
- IRS object ID
- 201812499349300421
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-06T17:47:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810348775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIERCLARKCAMPANELLASTEVENS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1398 | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599371398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810533002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITEFISH COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 4068631781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1060 | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599371060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH WESSELS | PersonNm |
| Person Title | CURRENT BOARD CHAIR | PersonTitleTxt |
| Phone | 4068631781 | PhoneNum |
| Signature | 2018-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALLIE A BROWN CPA | PreparerPersonNm |
| PTIN | P00895220 | PTIN |
| Phone | 4068622597 | PhoneNum |
| Preparation | 2018-08-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.123.198.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-05 | IPDt |
| IP Tm | 15:32:31 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EE16E1A7B02BDEE55CE1E6D995463D5E8945C20 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E67CE71D3C6553F93FE408FB2C34F2B7397F8737 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KENNETH WESSELS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1060 | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599371060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,579,698 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WHITEFISHCOMMUNITYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO ENRICH THE QUALITY OF LIFE IN WHITEFISH BY FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 136 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,719,038 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,622,643 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,835 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,990 | CYProgramServiceRevenueAmt |
| PY Investment Income | $652,944 | PYInvestmentIncomeAmt |
| CY Investment Income | $939,350 | CYInvestmentIncomeAmt |
| PY Other Revenue | $147,103 | PYOtherRevenueAmt |
| CY Other Revenue | $100,235 | CYOtherRevenueAmt |
| PY Total Revenue | $11,528,920 | PYTotalRevenueAmt |
| CY Total Revenue | $11,675,218 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,281,266 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,829,665 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $191,620 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $244,087 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $68,885 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $140,337 | PYOtherExpensesAmt |
| CY Other Expenses | $224,516 | CYOtherExpensesAmt |
| PY Total Expenses | $4,613,223 | PYTotalExpensesAmt |
| CY Total Expenses | $6,298,268 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,915,697 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,376,950 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,589,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,634,154 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,428,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,305,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,160,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,328,788 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ENRICH THE QUALITY OF LIFE IN WHITEFISH BY FOSTERING PHILATHROPY,BUILDING ENDOWMENTS AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $381,357 | ExpenseAmt |
| Grant | $169,215 | GrantAmt |
| Desc | WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $169,215 TO 54 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES. INCLUDING 3 MAJOR GRANTS TOTALING $73,500 TO PRESERVE OUR WATERSHED, KEEP AQUATIC INVASIVE SPECIES OUT OF OUR LAKE, AND TO BUILD THE CENTER FOR SUSTAINABILITY AT THE HIGH SCHOOL. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,129,198 | ExpenseAmt |
| Grant | $2,025,202 | GrantAmt |
| Desc | GREAT FISH COMMUNITY CHALLENGE: HELD A SEVEN-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 45 AREA NONPROFITS RAISE OVER $1.6M AND PROVIDED AN ADDITIONAL $412,000 IN MATCHING GRANTS FROM THE ORGANIZATION'S GRANT FUNDS. THE ORGANIZATION ALSO PROCESSED ALL GIFTS AND PROVIDED ALL PRINTED MATERIALS, ADVERTISING AND MARKETING AT AN APPROXIMATE COST TO THE ORGANIZATION OF OVER $100,000. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,286,913 | ExpenseAmt |
| Grant | $3,286,913 | GrantAmt |
| Revenue | $12,990 | RevenueAmt |
| Desc | CHARITABLE FUNDS: HELD AND ADMINISTERED CHARITABLE FUNDS INCLUDING DONOR ADVISED FUNDS, DESIGNATED FUNDS ANNUITY FUNDS AND AGENCY FUNDS WHICH PAID OUT GRANTS AND SCHOLARSHIPS TOTALING $3,286,913 TO CHARITABLE ORGANIZATIONS AND PROVIDED $114,285 IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $348,335 | $348,335 | HELD AND ADMINISTERED 27 ENDOWMENT FUNDS TOTALING OVER $10M FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $348,335 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS |
| $665 | THE ORGANIZATION WORKS TO PROVIDE ONGOING TRAINING AND SUPPORT TO LOCAL AREA NONPROFITS IN THE AREAS OF GOVERNANCE & OVERSIGHT, ACCOUNTING & FINANCE, FUNDRAISING AND SUSTAINABILITY. IN 2017, THE ORGANIZATION HELD 4 FREE NONPROFIT BREAKFAST TRAININGS AS WELL AS 4 "LUNCH BOX TALKS", AN INFORMAL FORUM FOR DISCUSSIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $349,000 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $348,335 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,146,468 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA ENGH-GRADY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4068631781 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 W 2ND STREET | AddressLine1Txt |
| City | WHITEFISH | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59937 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| KEN WESSELS | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA MAETZOLD | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAY LATIMER | ||||||
| SECRETARY/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETSY BAYNE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL ATKINSON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DIANE CONRADI | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DOUG REED | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN MORAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JAMES SHENNAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF ALLEN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOE GREGORY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN COLLINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WITT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MONICA PASTOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAWN WATTS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| SHERRY LESAR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LINDA ENGH-GRADY | ||||||
| PRESIDENT | 45.00 | Yes (X) | $110,000 | $0 | $3,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $64,214 | FundraisingAmt |
| All Other Contributions | $10,558,429 | AllOtherContributionsAmt |
| Noncash Contributions | $619,829 | NoncashContributionsAmt |
| Total Contributions | $10,622,643 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $12,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,990 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,990 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $810,354 | TotalRevenueColumnAmt |
| Exclusion | $810,354 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,761,682 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,632,686 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $128,996 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,996 | TotalRevenueColumnAmt |
| Exclusion | $128,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $372,029 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $64,214 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $271,794 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,235 | TotalRevenueColumnAmt |
| Exclusion | $100,235 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,675,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,990 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,039,585 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,829,665 | TotalAmt |
| Program Services | $5,829,665 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,300 | TotalAmt |
| Program Services | $95,480 | ProgramServicesAmt |
| Management And General | $11,220 | ManagementAndGeneralAmt |
| Fundraising | $6,600 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,456 | TotalAmt |
| Program Services | $77,852 | ProgramServicesAmt |
| Management And General | $28,474 | ManagementAndGeneralAmt |
| Fundraising | $2,130 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,376 | TotalAmt |
| Program Services | $2,626 | ProgramServicesAmt |
| Management And General | $1,750 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,955 | TotalAmt |
| Program Services | $14,098 | ProgramServicesAmt |
| Management And General | $3,142 | ManagementAndGeneralAmt |
| Fundraising | $715 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,995 | TotalAmt |
| Management And General | $4,995 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,219 | TotalAmt |
| Program Services | $69,219 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,370 | TotalAmt |
| Program Services | $2,370 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,901 | TotalAmt |
| Program Services | $4,571 | ProgramServicesAmt |
| Fundraising | $12,330 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,720 | TotalAmt |
| Management And General | $5,680 | ManagementAndGeneralAmt |
| Fundraising | $40 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,674 | TotalAmt |
| Program Services | $16,191 | ProgramServicesAmt |
| Management And General | $10,794 | ManagementAndGeneralAmt |
| Fundraising | $3,689 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,800 | TotalAmt |
| Program Services | $7,400 | ProgramServicesAmt |
| Management And General | $7,400 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,227 | TotalAmt |
| Program Services | $2,181 | ProgramServicesAmt |
| Fundraising | $46 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,122 | TotalAmt |
| Management And General | $4,122 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89 | TotalAmt |
| Management And General | $89 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,975 | TotalAmt |
| Management And General | $4,618 | ManagementAndGeneralAmt |
| Fundraising | $357 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING & PUBLICATIONS | $21,990 | $7,053 | $392 | $14,545 |
| BANK AND CREDIT CARD FE | $17,559 | $6,135 | $11,424 | |
| WORKSHOP & SEMINAR EXPE | $15,980 | $665 | $15,315 | |
| DUES & SUBSCRIPTIONS | $8,498 | $8,498 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,397 | TotalAmt |
| Program Services | $2,464 | ProgramServicesAmt |
| Management And General | $239 | ManagementAndGeneralAmt |
| Fundraising | $1,694 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,298,268 | TotalAmt |
| Program Services | $6,146,468 | ProgramServicesAmt |
| Management And General | $82,915 | ManagementAndGeneralAmt |
| Fundraising | $68,885 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,896 | BOYAmt |
| EOY | $61,521 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,620,309 | BOYAmt |
| EOY | $3,598,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $86,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,400 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124 | BOYAmt |
| EOY | $35 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,878,874 | BOYAmt |
| EOY | $24,959,668 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,589,203 | BOYAmt |
| EOY | $28,634,154 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,825 | BOYAmt |
| EOY | $7,381 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $11,600 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,487 | BOYAmt |
| EOY | $2,230,813 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,373 | BOYAmt |
| EOY | $55,572 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,428,685 | BOYAmt |
| EOY | $2,305,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,347,697 | BOYAmt |
| EOY | $1,658,943 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,856,544 | BOYAmt |
| EOY | $17,909,589 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,956,277 | BOYAmt |
| EOY | $6,760,256 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,160,518 | BOYAmt |
| EOY | $26,328,788 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,589,203 | BOYAmt |
| EOY | $28,634,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,376,950 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,791,320 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,947,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,153,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,670,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,113,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,622,643 | CurrentTaxYearAmt |
| Total | $38,507,776 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,947,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,153,355 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,670,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,113,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,622,643 | CurrentTaxYearAmt |
| Total | $38,507,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,697,374 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,810,402 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $383,835 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $414,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $348,478 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,354 | CurrentTaxYearAmt |
| Total | $2,112,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,620,382 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,711,794 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 31 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 13 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $6,057,369 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,089,370 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,009,650 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,278,461 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $14,708,533 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,103,198 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,667,117 | BeginningYearBalanceAmt |
| Contributions | $571,662 | ContributionsAmt |
| Investment Earnings Or Losses | $1,236,563 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $255,928 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $55,483 | AdministrativeExpensesAmt |
| End Year Balance | $10,163,931 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,053,459 | BeginningYearBalanceAmt |
| Contributions | $1,213,993 | ContributionsAmt |
| Investment Earnings Or Losses | $697,134 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $254,101 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $43,368 | AdministrativeExpensesAmt |
| End Year Balance | $8,667,117 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,309,591 | BeginningYearBalanceAmt |
| Contributions | $1,004,998 | ContributionsAmt |
| Investment Earnings Or Losses | $5,936 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $237,244 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $29,822 | AdministrativeExpensesAmt |
| End Year Balance | $7,053,459 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,735,437 | BeginningYearBalanceAmt |
| Contributions | $441,618 | ContributionsAmt |
| Investment Earnings Or Losses | $322,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $165,019 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,918 | AdministrativeExpensesAmt |
| End Year Balance | $6,309,591 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,487,561 | BeginningYearBalanceAmt |
| Contributions | $802,944 | ContributionsAmt |
| Investment Earnings Or Losses | $568,501 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $102,813 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,756 | AdministrativeExpensesAmt |
| End Year Balance | $5,735,437 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20680 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,855 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $580 | OtherCostOrOtherBasisAmt |
| Depreciation | $545 | DepreciationAmt |
| Book Value | $35 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $7,653 |
| VALUE OF LIFE INTEREST IN CHARITABLE GIFT ANNUITIES | $47,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $55,572 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $13,768,899 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,791,320 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $386,080 | OtherRevenueAmt |
| Revenue Not Reported | $2,177,400 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,591,499 | RevenueSubtotalAmt |
| Other Revenues Not Included | $83,719 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $83,719 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,675,218 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,600,631 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $386,082 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $386,082 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,214,549 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $83,719 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $83,719 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,298,268 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | AGENCY FUND HELD FOR GARY NORBY GOLF FOUNDATION AND SIX QUASI-ENDOWMENT FUNDS |
| PART V, LINE 4: | THE WHITEFISH COMMUNITY FOUNDATION'S PERMANENTLY ENDOWED FUNDS PROVIDE FUNDING FOR THE MANY PROGRAMS OF THE FOUNDATION, INCLUDING THE ANNUAL COMMUNITY GRANTS PROGRAM, THE MAJOR GRANTS PROGRAM, WORKSHOPS AND TRAININGS, AND THE GREAT FISH COMMUNITY CHALLENGE PROGRAM, ALL OF WHICH BENEFIT LOCAL NONPROFIT ORGANIZATIONS. APPROXIMATELY 5% IS DISTRIBUTED EACH YEAR FOR GENERAL PROGRAM SUPPORT. THE SPENDING POLICY OF THE ENDOWMENT FUND IS REVIEWED EACH YEAR BY THE INVESTMENT COMMITTEE TO ENSURE PRUDENT MANAGEMENT OF THE FUND AND TO MAINTAIN PRINCIPAL. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ADMINISTRATIVE FEE EXPENSES NETTED WITH ADMINISTRATIVE FEE INCOME 114,285. FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 271,795. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 69,219. IN-KIND DONATIONS PRESENTED WITH FUNDRAISING EXPENSES ON AUDITED FS 14,500. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADMINISTRATIVE FEE EXPENSES NETTED WITH ADMINISTRATIVE FEE INCOME 114,285. FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 271,795. ROUNDING 2. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 69,219. IN-KIND DONATIONS PRESENTED WITH FUNDRAISING EXPENSES ON AUDITED FS 14,500. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SUMMER ART SOCIAL | Event1Nm |
| Gross Receipts Event1 | $236,257 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,557 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $202,700 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $2,330 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,935 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $137,714 | OtherDirectExpensesEvent1Amt |
| Event2 | PATRON PASS EVENT | Event2Nm |
| Gross Receipts Event2 | $164,650 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $164,650 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $110,331 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $35,336 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $30,657 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,679 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $257 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,227 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $436,243 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $64,214 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $372,029 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $2,330 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,192 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $264,272 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $271,794 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $100,235 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALBANY MEDICAL COLLEGE | |||||||
| 543 NEW SCOTLAND AVENUE | ALBANY | NY | 12208 | 141338310 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| CLIMATE RIDE INC | |||||||
| 114 WEST PINE ST | MISSOULA | MT | 59802 | 271777457 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | 363416198 | 501(C)(3) | $5,000 | SUPPORT FOR CONSERVANCY ADVOCACY |
| INSTITUTE FOR JUSTICE | |||||||
| 901 NORTH GLEBE ROAD 900 | ARLINGTON | VA | 22203 | 521744337 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| RUSSELL HOME OF ATYPICAL CHILDREN | |||||||
| 510 HIDDEN AVENUE | ORLANDO | FL | 32839 | 591051404 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| SHARED HOPE INTERNATIONAL | |||||||
| PO BOX 65337 | VANCOUVER | WA | 98665 | 911938635 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVENUE STE 600 | TULSA | OK | 74136 | 731554474 | 501(C)(3) | $5,000 | SHINING HONOR PROJECT |
| UMPS CAR CHARITIES | |||||||
| 301 HOLLY ROAD | EDGEWATER | MD | 21037 | 472451505 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| WHITEFISH HOUSING AUTHORITY | |||||||
| PO BOX 1237 | WHITEFISH | MT | 59937 | 200388469 | 501(C)(3) | $5,000 | SECURITY CAMERA SYSTEM |
| HEART OF WHITEFISH | |||||||
| PO BOX 1964 | WHITEFISH | MT | 59937 | 861055842 | 501(C)(3) | $5,500 | CITY OF WHITEFISH ART PROJECT |
| CITIZENS FOR A BETTER FLATHEAD | |||||||
| PO BOX 771 | KALISPELL | MT | 59903 | 810482317 | 501(C)(3) | $5,900 | GENERAL SUPPORT |
| UNIVERSITY OF MONTANA FINANCIAL AID OFFICE | |||||||
| LOMMASSON CENTER 218 | MISSOULA | MT | 59808 | 816001713 | 501(C)(3) | $6,000 | SCHOLARSHIPS |
| BRENTWOOD BAPTIST CHURCH | |||||||
| 7777 CONCOR ROAD | BRENTWOOD | TN | 37027 | 620945312 | 501(C)(3) | $7,500 | AVENUE SOUTH CHURCH |
| KALISPELL MONTESSORI CENTER | |||||||
| 349 WILLOW GLEN DRIVE | KALISPELL | MT | 59901 | 810392766 | 501(C)(3) | $7,500 | 6TH GRADE COMPUTERS |
| PIONEER MONTESSORI SCHOOL | |||||||
| PO BOX 1809 | KETCHUM | ID | 83340 | 820360653 | 501(C)(3) | $7,500 | GENERAL SUPPORT |
| CHILDREN'S HOUSE MONTESSORI SCHOOOL | |||||||
| P1301 SEVENTH ST E | WHITEFISH | MT | 59937 | 810292155 | 501(C)(3) | $8,000 | PROGRAM SUPPORT |
| FLATHEAD FOOD BANK | |||||||
| 1203 HWY 2 WEST SUITE 2 | KALISPELL | MT | 59901 | 810399818 | 501(C)(3) | $8,000 | PROGRAM SUPPORT |
| HUMANE SOCIETY OF NW MONTANA | |||||||
| PO BOX 221 | KALISPELL | MT | 59903 | 810496442 | 501(C)(3) | $9,155 | PROGRAM SUPPORT |
| BIGFORK DEVELOPMENT COMPANY | |||||||
| PO BOX 1230 | BIGFORK | MT | 59937 | 230767099 | 501(C)(3) | $10,000 | SWAN RIVER TRAIL PROJECT |
| CHAPEL BY THE SEA - CLEARWATER BEACH COMMUNITY CHURCH | |||||||
| 54 BAY ESPLANDE | CLEARWATER BEACH | FL | 33767 | 590910346 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| MONTANA ENVIRONMENTAL INFORMATION CENTER | |||||||
| PO BOX 1184 | HELENA | MT | 59624 | 810530627 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | 810362989 | 501(C)(3) | $11,250 | BIOLOGICAL STATION, MONTANA PUBLIC RADIO, SCHOLARSHIPS |
| MONTANA OUTDOOR LEGACY FOUNDATION | |||||||
| PO BOX 220 | COLUMBIA FALLS | MT | 59912 | 810528922 | 501(C)(3) | $12,000 | PROGRAM SUPPORT |
| EARTHWATCH INSTITUTE | |||||||
| 114 WESTERN AVENUE | BOSTON | MA | 02134 | 237168440 | 501(C)(3) | $12,500 | CONSERVATION PROGRAMS |
| VITAL GROUND FOUNDATION INC | |||||||
| 20 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | 870483446 | 501(C)(3) | $12,500 | PROGRAM SUPPORT |
| DELIVERFUND | |||||||
| PO BOX 11878 | BOZEMAN | MT | 59719 | 471955601 | 501(C)(3) | $15,000 | PROGRAM SUPPORT |
| PLANNED PARENTHOOD OF MONTANA | |||||||
| 1116 GRAND AVE SUITE 201 | BILLINGS | MT | 59102 | 810307201 | 501(C)(3) | $15,000 | GENERAL SUPPORT |
| FLATHEAD AREA MOUNTAIN BIKERS | |||||||
| 326 2ND ST E | WHITEFISH | MT | 59937 | 203745517 | 501(C)(3) | $15,341 | ARMORY PARK PUMP TRACK |
| CITY OF WHITEFISH | |||||||
| PO BOX 100 | WHITEFISH | MT | 59937 | 501(C)(3) | $15,414 | CONSTRUCTION OF SNOW BUS PULLOUT ON WISCONSIN AVE | |
| TAMARACK GRIEF RESOURCE CENTER | |||||||
| 516 SOUTH ORANGE | MISSOULA | MT | 59801 | 262278278 | 501(C)(3) | $15,573 | GENERAL SUPPORT |
| CROWN OF THE CONTINENT GUITAR FOUNDATION | |||||||
| PO BOX 2882 | BIGFORK | MT | 59911 | 270970802 | 501(C)(3) | $16,000 | SCHOLARSHIP PROGRAM, GENERAL SUPPORT |
| MONTANA LAND RELIANCE | |||||||
| 470 ELECTRIC AVENUE | BIGFORK | MT | 59911 | 810369262 | 501(C)(3) | $17,000 | GENERAL SUPPORT |
| WHITEFISH LIBRARY ASSOCIATION | |||||||
| PO BOX 543 | WHITEFISH | MT | 59937 | 816013674 | 501(C)(3) | $17,271 | ENDOWMENT DISTRIBUTION, GENERAL SUPPORT |
| FLATHEAD RAPIDS | |||||||
| PO BOX 241 | WHITEFISH | MT | 59937 | 452941434 | 501(C)(3) | $19,628 | PROGRAM SUPPORT |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON STREET STE 100 | PORTLAND | OR | 97205 | 237083114 | 501(C)(3) | $20,000 | OSU GLOBAL, CASEY EYE INSTITUTE |
| THE TRUST FOR PUBLIC LAND | |||||||
| 1007 E MAIN | BOZEMAN | MT | 59715 | 237222333 | 501(C)(3) | $20,000 | WHITEFISH WATERSHED PROJECT |
| CF-WF HS SWIM TEAMS | |||||||
| PO BOX 702 | COLUMBIA FALLS | MT | 59912 | 465300687 | 501(C)(3) | $20,876 | PROGRAM SUPPORT AND RESERVE FUNDING |
| NATURE CONSERVANCY OF MONTANA | |||||||
| 32 S EWING STREET | HELENA | MT | 59601 | 530242652 | 501(C)(3) | $23,000 | GENERAL SUPPORT |
| INTERMOUNTAIN | |||||||
| 505 S LAMBORN | HELENA | MT | 59601 | 810231775 | 501(C)(3) | $23,244 | PROGRAMS FOR ECONOMICALLY DISADVANTAGED WHITEFISH RESIDENTS |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE | WASHINGTON | DC | 20001 | 237432162 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| WHITEFISH FIRE FIGHTERS ASSOCIATION | |||||||
| PO BOX 1154 | WHITEFISH | MT | 59937 | 810530885 | 501(C)(3) | $25,841 | GENERAL SUPPORT |
| STUMPTOWN ART STUDIO | |||||||
| PO BOX 4938 | WHITEFISH | MT | 59937 | 810509671 | 501(C)(3) | $25,862 | EQUIPMENT NEEDS, GENERAL SUPPORT |
| FRIENDS OF THE FLATHEAD AVALANCHE CENTER | |||||||
| PO BOX 9123 | KL | MT | 59904 | 471135769 | 501(C)(3) | $28,395 | GENERAL SUPPORT |
| FLATHEAD CANCER AID SERVICES | |||||||
| 2555 DILLON ROAD | WHITEFISH | MT | 59937 | 455552465 | 501(C)(3) | $30,655 | GENERAL SUPPORT |
| NC FOUNDATION | |||||||
| 2440 LE GRAND CANNON | HELENA | MT | 59601 | 450494907 | 501(C)(3) | $30,859 | GENERAL SUPPORT |
| WHITEFISH SPORTS FACILITY FOUNDATION | |||||||
| 121 WISCONSIN AVENUE | WHITEFISH | MT | 59937 | 811418978 | 501(C)(3) | $31,765 | DEHUMIDIFIER AND REFRIGERATION SYSTEM UPGRADE, YOUTH ICE PROGRAMS, GENERAL SUPPORT |
| WHITEFISH REVIEW | |||||||
| 708 LUPFER AVENUE | WHITEFISH | MT | 59937 | 264539954 | 501(C)(3) | $31,995 | GENERAL SUPPORT |
| ALPINE THEATRE PROJECT | |||||||
| PO BOX 1959 | WHITEFISH | MT | 59937 | 770626385 | 501(C)(3) | $32,111 | EQUIPMENT NEEDS, CHRISTMAS PROGRAM & GENERAL SUPPORT |
| WHITEFISH ROTARY CHARITABLE FUND | |||||||
| PO BOX 5583 | WHITEFISH | MT | 59937 | 460492025 | 501(C)(3) | $32,949 | MAGIC OF CHRISTMAS PROGRAM, GENERAL SUPPORT |
| WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION | |||||||
| PO BOX 1417 | WHITEFISH | MT | 59937 | 203135697 | 501(C)(3) | $33,700 | ENDOWMENT DISTRIBUTION, GENERAL SUPPORT |
| FLATHEAD SHELTER FRIENDS | |||||||
| PO BOX 1035 | KALISPELL | MT | 59903 | 320262474 | 501(C)(3) | $34,150 | SURGICAL EQUIPMENT, GENERAL SUPPORT |
| GLACIER NORDIC CLUB | |||||||
| PO BOX 403 | WHITEFISH | MT | 59937 | 363442067 | 501(C)(3) | $34,712 | EQUIPMENT NEEDS, GENERAL SUPPORT |
| FLATHEAD YOUTH HOME | |||||||
| 825 OREGON STREET | KALISPELL | MT | 59901 | 810331313 | 501(C)(3) | $35,120 | EQUIPMENT NEEDS, GENERAL SUPPORT |
| CENTER FOR RESTORATIVE YOUTH JUSTICE | |||||||
| 22 1ST AVENUE EAST | KALISPELL | MT | 59901 | 841428210 | 501(C)(3) | $36,450 | GENERAL SUPPORT |
| FARM HANDS - NOURISH THE FLATHEAD | |||||||
| 1658 E 2ND STREET | WHITEFISH | MT | 59937 | 272056363 | 501(C)(3) | $37,337 | FOOD PROGRAMS |
| BOB MARSHALL WILDERNESS FOUNDATION | |||||||
| PO BOX 190688 | HUNGRY HORSE | MT | 59919 | 311597921 | 501(C)(3) | $37,888 | GENERAL SUPPORT |
| GLACIER INSTITUTE | |||||||
| PO BOX 1887 | KALISPELL | MT | 59903 | 363345632 | 501(C)(3) | $42,633 | GENERAL SUPPORT |
| SAMARITAN HOUSE | |||||||
| PO BOX 592 | KALISPELL | MT | 59903 | 810466186 | 501(C)(3) | $43,900 | GENERAL SUPPORT |
| FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 777 GRANDVIEW DRIVE | KALISPELL | MT | 59901 | 810365752 | 501(C)(3) | $44,214 | SCHOLARSHIP FUNDS, GENERAL SUPPORT |
| FLATHEAD VALLEY SKI EDUCATION FOUNDATION | |||||||
| PO BOX 623 | WHITEFISH | MT | 59937 | 237300629 | 501(C)(3) | $45,432 | EQUIPMENT NEEDS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT |
| WHITEFISH ANIMAL GROUP (WAG) | |||||||
| PO BOX 1690 | WHITEFISH | MT | 59937 | 020800948 | 501(C)(3) | $46,245 | NORTH FIELD IMPROVEMENTS |
| HABITAT FOR HUMANITY | |||||||
| 307 1ST AVENUE EAST STE 1 | KALISPELL | MT | 59903 | 810461253 | 501(C)(3) | $47,620 | HOME PROJECTS, GENERAL SUPPORT |
| FLATHEAD LAND TRUST | |||||||
| PO BOX 1913 | KALISPELL | MT | 59903 | 363479966 | 501(C)(3) | $48,185 | GENERAL SUPPORT |
| GLACIER SYMPHONY & CHORALE | |||||||
| PO BOX 2491 | KALISPELL | MT | 59903 | 810413320 | 501(C)(3) | $51,920 | CLASSICAL MUSIC FESTIVAL, GENERAL SUPPORT |
| TRIGG - CM RUSSELL FOUNDATION INC | |||||||
| 400 - 13TH STREET N | GREAT FALLS | MT | 59401 | 816003526 | 501(C)(3) | $52,500 | PROGRAM SUPPORT |
| BACKPACK ASSISTANCE PROGRAM | |||||||
| PO BOX 314 | WHITEFISH | MT | 59937 | 464364374 | 501(C)(3) | $52,670 | GENERAL SUPPORT |
| GLACIER NATIONAL PARK CONSERVANCY | |||||||
| PO BOX 2749 | COLUMBIA FALLS | MT | 59912 | 562579734 | 501(C)(3) | $54,645 | GENERAL SUPPORT |
| VIOLENCE FREE CRISIS LINE - ABBIE SHELTER | |||||||
| PO BOX 1401 | KALISPELL | MT | 59903 | 810361221 | 501(C)(3) | $55,036 | EQUIPMENT NEEDS, COMMUNITY EDUCATION PROGRAM, GENERAL SUPPORT |
| PROJECT WHITEFISH KIDS | |||||||
| PO BOX 2010 | WHITEFISH | MT | 59937 | 810526331 | 501(C)(3) | $56,821 | EQUIPMENT REPAIRS, GENERAL SUPPORT |
| WWC INC | |||||||
| PO BOX 364 | WHITEFISH | MT | 59937 | 461566822 | 501(C)(3) | $57,995 | PARADE FLOAT AND ENCLOSED TRAILER |
| SPARROW'S NEST OF NW MT | |||||||
| PO BOX 8384 | KALISPELL | MT | 59904 | 472120103 | 501(C)(3) | $63,675 | GENERAL SUPPORT |
| WHITEFISH THEATRE COMPANY | |||||||
| ONE CENTRAL AVENUE | WHITEFISH | MT | 59937 | 810381173 | 501(C)(3) | $63,755 | ENDOWMENT DISTRIBUTION, EQUIPMENT NEEDS, GENERAL SUPPORT |
| NORTH VALLEY FOOD BANK | |||||||
| 251 FLATHEAD AVENUE | WHITEFISH | MT | 59937 | 810456048 | 501(C)(3) | $69,925 | ENDOWMENT DISTRIBUTION, FOOD ASSISTANCE PROGRAM & GENERAL SUPPORT |
| DREAM ADAPTIVE RECREATION | |||||||
| PO BOX 4084 | WHITEFISH | MT | 59937 | 363416198 | 501(C)(3) | $73,928 | SKI PROGRAM, COMPUTER UPGRADES & GENERAL SUPPORT |
| WHITEFISH VETERANS SUPPORT TEAM | |||||||
| PO BOX 5512 | WHITEFISH | MT | 59937 | 472873695 | 501(C)(3) | $74,230 | GENERAL SUPPORT |
| CASA FOR KIDS INC | |||||||
| PO BOX 11195 | KALISPELL | MT | 59901 | 273973281 | 501(C)(3) | $83,640 | VOLUNTEER TRAINING, GENERAL SUPPORT |
| NORTH VALLEY MUSIC SCHOOL | |||||||
| PO BOX 4446 | WHITEFISH | MT | 59937 | 810515034 | 501(C)(3) | $93,166 | ENDOWMENT DISTRIBUTION, MUSIC PROGRAMS, FACILITY UPGRADES, SCHOLARSHIPS & GENERAL SUPPORT |
| WHITEFISH LAKE INSTITUTE | |||||||
| 550 EAST 1ST STREET 103 | WHITEFISH | MT | 59937 | 030556055 | 501(C)(3) | $101,690 | RESEARCH PROGRAMS, GENERAL SUPPORT |
| CHILD BRIDGE | |||||||
| PO BOX 310 | BIGFORK | MT | 59911 | 273382066 | 501(C)(3) | $120,895 | GENERAL SUPPORT |
| WHITEFISH LEGACY PARTNERS | |||||||
| PO BOX 1895 | WHITEFISH | MT | 59937 | 200674119 | 501(C)(3) | $125,885 | ENDOWMENT DISTRIBUTION, LEGACY LANDS PROJECT/CONSERVATION, TRAILS SYSTEM, GENERAL SUPPORT |
| SHEPHERD'S HAND CLINIC | |||||||
| 5150 RIVER LAKES PARKWAY | WHITEFISH | MT | 59937 | 371603581 | 501(C)(3) | $127,389 | ENDOWMENT DISTRIBUTION, MEAL PROGRAM & GENERAL SUPPORT |
| NORTH VALLEY HOSPITAL FOUNDATION | |||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810439232 | 501(C)(3) | $133,185 | GENERAL SUPPORT |
| WHITEFISH SCHOOL DISTRICT | |||||||
| 600 EAST SECOND STREET | WHITEFISH | MT | 59937 | 816000395 | 501(C)(3) | $1,262,921 | EQUIPMENT NEEDS, HIGH SCHOOL ARTS & TECHNOLOGY WING PROJECT,MUSIC PROGRAM SUPPORT, GENERAL SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE WHITEFISH COMMUNITY FOUNDATION GRANTS COMMITTEE FOLLOWS UP ON GRANT AWARDS BY REQUESTING SUBMISSION OF A LETTER EXPLAINING HOW THE PAST FUNDING WAS USED AND HOW IT HELPED THE ORGANIZATION. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $605,329 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NON-CASH CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE WHITEFISH COMMUNITY FOUNDATION'S PRESIDENT AND VICE PRESIDENT OF FINANCE ARE CHARGED WITH REVIEWING THE IRS FORM 990 AND REPORTING ON IT TO THE BOARD OF DIRECTORS PRIOR TO FILING AT A QUARTERLY BOARD MEETING. THE 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO THE BOARD MEETING, AND IT IS DISCUSSED AT THE BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, AT THE JANUARY BOARD MEETING, A NEW CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS HANDED OUT TO ALL BOARD OF DIRECTORS WHO ARE INSTRUCTED TO COMPLETE THE FORM AND RETURN IT BY THE FOLLOWING WEEK TO THE PRESIDENT. THE DISCLOSURES ARE KEPT ON FILE IN THE WHITEFISH COMMUNITY FOUNDATION OFFICE. WHENEVER THERE IS A VOTE ON AN ITEM WHERE A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER IS ASKED TO RECUSE THEMSELVES FROM THE VOTE. THE PRESIDENT REVIEWS THE DISCLOSURES AND CONSULTS WITH THE BOARD CHAIR IF THERE IS CONCERN. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT IS EMPLOYED UNDER A WRITTEN LETTER OF OFFER THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE EMPLOYMENT LETTER IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ANNUAL REPORT TO THE COMMUNITY STATES THAT THE FINANCIAL REPORTS AND 990'S ARE AVAILABLE UPON REQUEST. THE 990 IS ALSO AVAILABLE ON THE WEBSITE HOME PAGE AND ON GUIDESTAR.COM. THE FOUNDATION SENDS THE ANNUAL REPORT TO ITS MAILING LIST OF 1100 ADDRESSES AND ANNOUNCES IT THROUGH A PRESS RELEASE AND ADVERTISEMENT IN THE LOCAL PAPER. ANNUAL REPORTS ARE ALSO DISTRIBUTED ON INFORMATION STANDS AROUND THE CITY OF WHITEFISH. |
| FORM 990 PAGE 12 PART XII LINE 2C | THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSEEING THE FINANCIAL STATEMENT REVIEW PROCESS. |