2018-09-06T17:47:30-05:00 2017-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC P O BOX 1398 WHITEFISH MT 599371398 990 2017-01-01 810533002 WHITEFISH COMMUNITY FOUNDATION INC WHIT 4068631781 PO BOX 1060 WHITEFISH MT 599371060 KENNETH WESSELS CURRENT BOARD CHAIR 4068631781 2018-09-05 1 SALLIE A BROWN CPA P00895220 4068622597 2018-08-29 208.123.198.253 2018-09-05 15:32:31 MD P 3EE16E1A7B02BDEE55CE1E6D995463D5E8945C20 E67CE71D3C6553F93FE408FB2C34F2B7397F8737 2017 2018-06-14 16:35:46Z KENNETH WESSELS PO BOX 1060 WHITEFISH MT 599371060 14579698 0 X WHITEFISHCOMMUNITYFOUNDATION.ORG X 2000 MT THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO ENRICH THE QUALITY OF LIFE IN WHITEFISH BY FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 16 16 6 136 0 0 10719038 10622643 9835 12990 652944 939350 147103 100235 11528920 11675218 4281266 5829665 0 0 191620 244087 0 0 68885 140337 224516 4613223 6298268 6915697 5376950 20589203 28634154 1428685 2305366 19160518 26328788 X TO ENRICH THE QUALITY OF LIFE IN WHITEFISH BY FOSTERING PHILATHROPY,BUILDING ENDOWMENTS AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 0 0 381357 169215 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. 2129198 2025202 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. 3286913 3286913 12990 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 348335 348335 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. 349000 348335 6146468 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X LINDA ENGH-GRADY 4068631781 214 W 2ND STREET WHITEFISH MT 59937 KEN WESSELS BOARD CHAIR 2.00 X X 0 0 0 LINDA MAETZOLD VICE CHAIR 2.00 X X 0 0 0 JAY LATIMER SECRETARY/TREASURER 2.00 X X 0 0 0 BETSY BAYNE DIRECTOR 2.00 X 0 0 0 CAROL ATKINSON DIRECTOR 0.50 X 0 0 0 DIANE CONRADI DIRECTOR 0.50 X 0 0 0 DOUG REED DIRECTOR 1.00 X 0 0 0 ELLEN MORAN DIRECTOR 0.50 X 0 0 0 JAMES SHENNAN DIRECTOR 1.00 X 0 0 0 JEFF ALLEN DIRECTOR 0.50 X 0 0 0 JOE GREGORY DIRECTOR 0.50 X 0 0 0 JOHN COLLINS DIRECTOR 2.00 X 0 0 0 JOHN WITT DIRECTOR 0.50 X 0 0 0 MONICA PASTOR DIRECTOR 1.00 X 0 0 0 SHAWN WATTS DIRECTOR 0.50 X 0 0 0 SHERRY LESAR DIRECTOR 0.50 X 0 0 0 LINDA ENGH-GRADY PRESIDENT 45.00 X 110000 0 3300 110000 0 3300 1 0 0 0 0 64214 10558429 619829 10622643 ADMINISTRATIVE FEES 561000 12990 12990 12990 810354 810354 2761682 2632686 128996 128996 128996 372029 64214 271794 100235 100235 11675218 12990 0 1039585 5829665 5829665 113300 95480 11220 6600 108456 77852 28474 2130 4376 2626 1750 17955 14098 3142 715 4995 4995 69219 69219 2370 2370 16901 4571 12330 5720 5680 40 30674 16191 10794 3689 14800 7400 7400 2227 2181 46 4122 4122 89 89 4975 4618 357 PRINTING & PUBLICATIONS 21990 7053 392 14545 BANK AND CREDIT CARD FE 17559 6135 11424 WORKSHOP & SEMINAR EXPE 15980 665 15315 DUES & SUBSCRIPTIONS 8498 8498 4397 2464 239 1694 6298268 6146468 82915 68885 89896 61521 3620309 3598430 86435 86400 124 35 16878874 24959668 0 14500 20589203 28634154 13825 7381 11600 1375487 2230813 39373 55572 1428685 2305366 X 1347697 1658943 11856544 17909589 5956277 6760256 19160518 26328788 20589203 28634154 5376950 1791320 0 X X 0 1 X 1 0 X 4947114 6153355 5670991 11113673 10622643 38507776 4947114 6153355 5670991 11113673 10622643 38507776 14697374 23810402 155439 383835 414500 348478 810354 2112606 40620382 1711794 0.58620 0.65420 X 31 13 6057369 1089370 2009650 1278461 14708533 1103198 1 1 0 1 X 8667117 571662 1236563 255928 55483 10163931 7053459 1213993 697134 254101 43368 8667117 6309591 1004998 5936 237244 29822 7053459 5735437 441618 322473 165019 24918 6309591 4487561 802944 568501 102813 20756 5735437 0.20680 0.62410 0.16910 0 0 85855 85855 0 580 545 35 35 PAYROLL LIABILITIES 7653 VALUE OF LIFE INTEREST IN CHARITABLE GIFT ANNUITIES 47919 55572 13768899 1791320 386080 2177400 11591499 83719 83719 11675218 6600631 386082 386082 6214549 83719 83719 6298268 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. SUMMER ART SOCIAL 236257 33557 202700 2330 4935 137714 PATRON PASS EVENT 164650 164650 110331 1 35336 30657 4679 257 16227 436243 64214 372029 2330 5192 264272 271794 100235 1 ALBANY MEDICAL COLLEGE 543 NEW SCOTLAND AVENUE ALBANY NY 12208 141338310 501(C)(3) 5000 PROGRAM SUPPORT CLIMATE RIDE INC 114 WEST PINE ST MISSOULA MT 59802 271777457 501(C)(3) 5000 GENERAL SUPPORT EARTHJUSTICE 50 CALIFORNIA STREET SAN FRANCISCO CA 94111 363416198 501(C)(3) 5000 SUPPORT FOR CONSERVANCY ADVOCACY INSTITUTE FOR JUSTICE 901 NORTH GLEBE ROAD 900 ARLINGTON VA 22203 521744337 501(C)(3) 5000 GENERAL SUPPORT RUSSELL HOME OF ATYPICAL CHILDREN 510 HIDDEN AVENUE ORLANDO FL 32839 591051404 501(C)(3) 5000 GENERAL SUPPORT SHARED HOPE INTERNATIONAL PO BOX 65337 VANCOUVER WA 98665 911938635 501(C)(3) 5000 PROGRAM SUPPORT TULSA COMMUNITY FOUNDATION 7030 S YALE AVENUE STE 600 TULSA OK 74136 731554474 501(C)(3) 5000 SHINING HONOR PROJECT UMPS CAR CHARITIES 301 HOLLY ROAD EDGEWATER MD 21037 472451505 501(C)(3) 5000 GENERAL SUPPORT WHITEFISH HOUSING AUTHORITY PO BOX 1237 WHITEFISH MT 59937 200388469 501(C)(3) 5000 SECURITY CAMERA SYSTEM HEART OF WHITEFISH PO BOX 1964 WHITEFISH MT 59937 861055842 501(C)(3) 5500 CITY OF WHITEFISH ART PROJECT CITIZENS FOR A BETTER FLATHEAD PO BOX 771 KALISPELL MT 59903 810482317 501(C)(3) 5900 GENERAL SUPPORT UNIVERSITY OF MONTANA FINANCIAL AID OFFICE LOMMASSON CENTER 218 MISSOULA MT 59808 816001713 501(C)(3) 6000 SCHOLARSHIPS BRENTWOOD BAPTIST CHURCH 7777 CONCOR ROAD BRENTWOOD TN 37027 620945312 501(C)(3) 7500 AVENUE SOUTH CHURCH KALISPELL MONTESSORI CENTER 349 WILLOW GLEN DRIVE KALISPELL MT 59901 810392766 501(C)(3) 7500 6TH GRADE COMPUTERS PIONEER MONTESSORI SCHOOL PO BOX 1809 KETCHUM ID 83340 820360653 501(C)(3) 7500 GENERAL SUPPORT CHILDREN'S HOUSE MONTESSORI SCHOOOL P1301 SEVENTH ST E WHITEFISH MT 59937 810292155 501(C)(3) 8000 PROGRAM SUPPORT FLATHEAD FOOD BANK 1203 HWY 2 WEST SUITE 2 KALISPELL MT 59901 810399818 501(C)(3) 8000 PROGRAM SUPPORT HUMANE SOCIETY OF NW MONTANA PO BOX 221 KALISPELL MT 59903 810496442 501(C)(3) 9155 PROGRAM SUPPORT BIGFORK DEVELOPMENT COMPANY PO BOX 1230 BIGFORK MT 59937 230767099 501(C)(3) 10000 SWAN RIVER TRAIL PROJECT CHAPEL BY THE SEA - CLEARWATER BEACH COMMUNITY CHURCH 54 BAY ESPLANDE CLEARWATER BEACH FL 33767 590910346 501(C)(3) 10000 GENERAL SUPPORT MONTANA ENVIRONMENTAL INFORMATION CENTER PO BOX 1184 HELENA MT 59624 810530627 501(C)(3) 10000 GENERAL SUPPORT UNIVERSITY OF MONTANA FOUNDATION PO BOX 7159 MISSOULA MT 59807 810362989 501(C)(3) 11250 BIOLOGICAL STATION, MONTANA PUBLIC RADIO, SCHOLARSHIPS MONTANA OUTDOOR LEGACY FOUNDATION PO BOX 220 COLUMBIA FALLS MT 59912 810528922 501(C)(3) 12000 PROGRAM SUPPORT EARTHWATCH INSTITUTE 114 WESTERN AVENUE BOSTON MA 02134 237168440 501(C)(3) 12500 CONSERVATION PROGRAMS VITAL GROUND FOUNDATION INC 20 FORT MISSOULA ROAD MISSOULA MT 59804 870483446 501(C)(3) 12500 PROGRAM SUPPORT DELIVERFUND PO BOX 11878 BOZEMAN MT 59719 471955601 501(C)(3) 15000 PROGRAM SUPPORT PLANNED PARENTHOOD OF MONTANA 1116 GRAND AVE SUITE 201 BILLINGS MT 59102 810307201 501(C)(3) 15000 GENERAL SUPPORT FLATHEAD AREA MOUNTAIN BIKERS 326 2ND ST E WHITEFISH MT 59937 203745517 501(C)(3) 15341 ARMORY PARK PUMP TRACK CITY OF WHITEFISH PO BOX 100 WHITEFISH MT 59937 501(C)(3) 15414 CONSTRUCTION OF SNOW BUS PULLOUT ON WISCONSIN AVE TAMARACK GRIEF RESOURCE CENTER 516 SOUTH ORANGE MISSOULA MT 59801 262278278 501(C)(3) 15573 GENERAL SUPPORT CROWN OF THE CONTINENT GUITAR FOUNDATION PO BOX 2882 BIGFORK MT 59911 270970802 501(C)(3) 16000 SCHOLARSHIP PROGRAM, GENERAL SUPPORT MONTANA LAND RELIANCE 470 ELECTRIC AVENUE BIGFORK MT 59911 810369262 501(C)(3) 17000 GENERAL SUPPORT WHITEFISH LIBRARY ASSOCIATION PO BOX 543 WHITEFISH MT 59937 816013674 501(C)(3) 17271 ENDOWMENT DISTRIBUTION, GENERAL SUPPORT FLATHEAD RAPIDS PO BOX 241 WHITEFISH MT 59937 452941434 501(C)(3) 19628 PROGRAM SUPPORT OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION 1121 SW SALMON STREET STE 100 PORTLAND OR 97205 237083114 501(C)(3) 20000 OSU GLOBAL, CASEY EYE INSTITUTE THE TRUST FOR PUBLIC LAND 1007 E MAIN BOZEMAN MT 59715 237222333 501(C)(3) 20000 WHITEFISH WATERSHED PROJECT CF-WF HS SWIM TEAMS PO BOX 702 COLUMBIA FALLS MT 59912 465300687 501(C)(3) 20876 PROGRAM SUPPORT AND RESERVE FUNDING NATURE CONSERVANCY OF MONTANA 32 S EWING STREET HELENA MT 59601 530242652 501(C)(3) 23000 GENERAL SUPPORT INTERMOUNTAIN 505 S LAMBORN HELENA MT 59601 810231775 501(C)(3) 23244 PROGRAMS FOR ECONOMICALLY DISADVANTAGED WHITEFISH RESIDENTS CATO INSTITUTE 1000 MASSACHUSETTS AVE WASHINGTON DC 20001 237432162 501(C)(3) 25000 PROGRAM SUPPORT WHITEFISH FIRE FIGHTERS ASSOCIATION PO BOX 1154 WHITEFISH MT 59937 810530885 501(C)(3) 25841 GENERAL SUPPORT STUMPTOWN ART STUDIO PO BOX 4938 WHITEFISH MT 59937 810509671 501(C)(3) 25862 EQUIPMENT NEEDS, GENERAL SUPPORT FRIENDS OF THE FLATHEAD AVALANCHE CENTER PO BOX 9123 KL MT 59904 471135769 501(C)(3) 28395 GENERAL SUPPORT FLATHEAD CANCER AID SERVICES 2555 DILLON ROAD WHITEFISH MT 59937 455552465 501(C)(3) 30655 GENERAL SUPPORT NC FOUNDATION 2440 LE GRAND CANNON HELENA MT 59601 450494907 501(C)(3) 30859 GENERAL SUPPORT WHITEFISH SPORTS FACILITY FOUNDATION 121 WISCONSIN AVENUE WHITEFISH MT 59937 811418978 501(C)(3) 31765 DEHUMIDIFIER AND REFRIGERATION SYSTEM UPGRADE, YOUTH ICE PROGRAMS, GENERAL SUPPORT WHITEFISH REVIEW 708 LUPFER AVENUE WHITEFISH MT 59937 264539954 501(C)(3) 31995 GENERAL SUPPORT ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 770626385 501(C)(3) 32111 EQUIPMENT NEEDS, CHRISTMAS PROGRAM & GENERAL SUPPORT WHITEFISH ROTARY CHARITABLE FUND PO BOX 5583 WHITEFISH MT 59937 460492025 501(C)(3) 32949 MAGIC OF CHRISTMAS PROGRAM, GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION PO BOX 1417 WHITEFISH MT 59937 203135697 501(C)(3) 33700 ENDOWMENT DISTRIBUTION, GENERAL SUPPORT FLATHEAD SHELTER FRIENDS PO BOX 1035 KALISPELL MT 59903 320262474 501(C)(3) 34150 SURGICAL EQUIPMENT, GENERAL SUPPORT GLACIER NORDIC CLUB PO BOX 403 WHITEFISH MT 59937 363442067 501(C)(3) 34712 EQUIPMENT NEEDS, GENERAL SUPPORT FLATHEAD YOUTH HOME 825 OREGON STREET KALISPELL MT 59901 810331313 501(C)(3) 35120 EQUIPMENT NEEDS, GENERAL SUPPORT CENTER FOR RESTORATIVE YOUTH JUSTICE 22 1ST AVENUE EAST KALISPELL MT 59901 841428210 501(C)(3) 36450 GENERAL SUPPORT FARM HANDS - NOURISH THE FLATHEAD 1658 E 2ND STREET WHITEFISH MT 59937 272056363 501(C)(3) 37337 FOOD PROGRAMS BOB MARSHALL WILDERNESS FOUNDATION PO BOX 190688 HUNGRY HORSE MT 59919 311597921 501(C)(3) 37888 GENERAL SUPPORT GLACIER INSTITUTE PO BOX 1887 KALISPELL MT 59903 363345632 501(C)(3) 42633 GENERAL SUPPORT SAMARITAN HOUSE PO BOX 592 KALISPELL MT 59903 810466186 501(C)(3) 43900 GENERAL SUPPORT FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION 777 GRANDVIEW DRIVE KALISPELL MT 59901 810365752 501(C)(3) 44214 SCHOLARSHIP FUNDS, GENERAL SUPPORT FLATHEAD VALLEY SKI EDUCATION FOUNDATION PO BOX 623 WHITEFISH MT 59937 237300629 501(C)(3) 45432 EQUIPMENT NEEDS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT WHITEFISH ANIMAL GROUP (WAG) PO BOX 1690 WHITEFISH MT 59937 020800948 501(C)(3) 46245 NORTH FIELD IMPROVEMENTS HABITAT FOR HUMANITY 307 1ST AVENUE EAST STE 1 KALISPELL MT 59903 810461253 501(C)(3) 47620 HOME PROJECTS, GENERAL SUPPORT FLATHEAD LAND TRUST PO BOX 1913 KALISPELL MT 59903 363479966 501(C)(3) 48185 GENERAL SUPPORT GLACIER SYMPHONY & CHORALE PO BOX 2491 KALISPELL MT 59903 810413320 501(C)(3) 51920 CLASSICAL MUSIC FESTIVAL, GENERAL SUPPORT TRIGG - CM RUSSELL FOUNDATION INC 400 - 13TH STREET N GREAT FALLS MT 59401 816003526 501(C)(3) 52500 PROGRAM SUPPORT BACKPACK ASSISTANCE PROGRAM PO BOX 314 WHITEFISH MT 59937 464364374 501(C)(3) 52670 GENERAL SUPPORT GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 562579734 501(C)(3) 54645 GENERAL SUPPORT VIOLENCE FREE CRISIS LINE - ABBIE SHELTER PO BOX 1401 KALISPELL MT 59903 810361221 501(C)(3) 55036 EQUIPMENT NEEDS, COMMUNITY EDUCATION PROGRAM, GENERAL SUPPORT PROJECT WHITEFISH KIDS PO BOX 2010 WHITEFISH MT 59937 810526331 501(C)(3) 56821 EQUIPMENT REPAIRS, GENERAL SUPPORT WWC INC PO BOX 364 WHITEFISH MT 59937 461566822 501(C)(3) 57995 PARADE FLOAT AND ENCLOSED TRAILER SPARROW'S NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 472120103 501(C)(3) 63675 GENERAL SUPPORT WHITEFISH THEATRE COMPANY ONE CENTRAL AVENUE WHITEFISH MT 59937 810381173 501(C)(3) 63755 ENDOWMENT DISTRIBUTION, EQUIPMENT NEEDS, GENERAL SUPPORT NORTH VALLEY FOOD BANK 251 FLATHEAD AVENUE WHITEFISH MT 59937 810456048 501(C)(3) 69925 ENDOWMENT DISTRIBUTION, FOOD ASSISTANCE PROGRAM & GENERAL SUPPORT DREAM ADAPTIVE RECREATION PO BOX 4084 WHITEFISH MT 59937 363416198 501(C)(3) 73928 SKI PROGRAM, COMPUTER UPGRADES & GENERAL SUPPORT WHITEFISH VETERANS SUPPORT TEAM PO BOX 5512 WHITEFISH MT 59937 472873695 501(C)(3) 74230 GENERAL SUPPORT CASA FOR KIDS INC PO BOX 11195 KALISPELL MT 59901 273973281 501(C)(3) 83640 VOLUNTEER TRAINING, GENERAL SUPPORT NORTH VALLEY MUSIC SCHOOL PO BOX 4446 WHITEFISH MT 59937 810515034 501(C)(3) 93166 ENDOWMENT DISTRIBUTION, MUSIC PROGRAMS, FACILITY UPGRADES, SCHOLARSHIPS & GENERAL SUPPORT WHITEFISH LAKE INSTITUTE 550 EAST 1ST STREET 103 WHITEFISH MT 59937 030556055 501(C)(3) 101690 RESEARCH PROGRAMS, GENERAL SUPPORT CHILD BRIDGE PO BOX 310 BIGFORK MT 59911 273382066 501(C)(3) 120895 GENERAL SUPPORT WHITEFISH LEGACY PARTNERS PO BOX 1895 WHITEFISH MT 59937 200674119 501(C)(3) 125885 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) 127389 ENDOWMENT DISTRIBUTION, MEAL PROGRAM & GENERAL SUPPORT NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810439232 501(C)(3) 133185 GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT 600 EAST SECOND STREET WHITEFISH MT 59937 816000395 501(C)(3) 1262921 EQUIPMENT NEEDS, HIGH SCHOOL ARTS & TECHNOLOGY WING PROJECT,MUSIC PROGRAM SUPPORT, GENERAL SUPPORT PART I, LINE 2: THE WHITEFISH COMMUNITY FOUNDATION GRANTS COMMITTEE FOLLOWS UP ON GRANT AWARDS BY REQUESTING SUBMISSION OF A LETTER EXPLAINING HOW THE PAST FUNDING WAS USED AND HOW IT HELPED THE ORGANIZATION. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. X 1 14500 FAIR MARKET VALUE X 27 605329 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE WHITEFISH COMMUNITY FOUNDATION'S PRESIDENT AND VICE PRESIDENT OF FINANCE ARE CHARGED WITH REVIEWING THE IRS FORM 990 AND REPORTING ON IT TO THE BOARD OF DIRECTORS PRIOR TO FILING AT A QUARTERLY BOARD MEETING. THE 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO THE BOARD MEETING, AND IT IS DISCUSSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, AT THE JANUARY BOARD MEETING, A NEW CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS HANDED OUT TO ALL BOARD OF DIRECTORS WHO ARE INSTRUCTED TO COMPLETE THE FORM AND RETURN IT BY THE FOLLOWING WEEK TO THE PRESIDENT. THE DISCLOSURES ARE KEPT ON FILE IN THE WHITEFISH COMMUNITY FOUNDATION OFFICE. WHENEVER THERE IS A VOTE ON AN ITEM WHERE A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER IS ASKED TO RECUSE THEMSELVES FROM THE VOTE. THE PRESIDENT REVIEWS THE DISCLOSURES AND CONSULTS WITH THE BOARD CHAIR IF THERE IS CONCERN. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT IS EMPLOYED UNDER A WRITTEN LETTER OF OFFER THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE EMPLOYMENT LETTER IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT TO THE COMMUNITY STATES THAT THE FINANCIAL REPORTS AND 990'S ARE AVAILABLE UPON REQUEST. THE 990 IS ALSO AVAILABLE ON THE WEBSITE HOME PAGE AND ON GUIDESTAR.COM. THE FOUNDATION SENDS THE ANNUAL REPORT TO ITS MAILING LIST OF 1100 ADDRESSES AND ANNOUNCES IT THROUGH A PRESS RELEASE AND ADVERTISEMENT IN THE LOCAL PAPER. ANNUAL REPORTS ARE ALSO DISTRIBUTED ON INFORMATION STANDS AROUND THE CITY OF WHITEFISH. FORM 990 PAGE 12 PART XII LINE 2C THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSEEING THE FINANCIAL STATEMENT REVIEW PROCESS.