MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-11
IRS object ID: 202523159349101212
Schema version: 2024v5.2
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	2025-11-11T11:36:29-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	911194016	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLARK NUBER PS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	555 110TH AVE NE SUITE 700	AddressLine1Txt
City	BELLEVUE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	466854005	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA HEALTHCARE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MONT	BusinessNameControlTxt
Phone	4064517060	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	777 EAST MAIN ST 201	AddressLine1Txt
City	BOZEMAN	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59715	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PAUL COOK	PersonNm
Person Title	CHAIR	PersonTitleTxt
Phone	4064517060	PhoneNum
Signature	2025-11-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER BECKER HARRIS	PreparerPersonNm
PTIN	P00183358	PTIN
Phone	4254544919	PhoneNum
Preparation	2025-11-07	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$287,235,786	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$21,695,014	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,176,263	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,176,263	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$2,657,663	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,071,142	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$403,046	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$403,046	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$305,935	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$4,168,166	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$48,486,159	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,891,165	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$50,782	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,716,783	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$1,143	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$30,150,934	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,258,399	TotalNetInvstIncmAmt
Total Adj Net Incm	$1,143	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$558,498	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$65,368	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$493,130	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$2,021,110	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$57,588	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$1,143	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$1,943,930	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$498,469	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$15,144	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$492,292	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$27,190	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$27,190	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$114,712	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$28,630	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$86,082	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$352,570	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$352,570	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$10,348	InterestRevAndExpnssAmt
Interest Net Invst Incm	$0	InterestNetInvstIncmAmt
Interest Adj Net Incm	$0	InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl	$10,348	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$138,914	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$137,196	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$113,520	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$380	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$363,340	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$21,800	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$341,540	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$133,451	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$7,053	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$126,398	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,535,034	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,381,243	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$2,398,269	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,867,156	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,066,972	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$1,143	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$5,919,179	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,458,767	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$5,168,456	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,325,923	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,066,972	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$1,143	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$11,087,635	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$19,825,011	ExcessRevenueOverExpensesAmt
Net Investment Income	$9,191,427	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$229,796	CashBOYAmt
Cash EOY	$376,056	CashEOYAmt
Cash EOYFMV	$376,056	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$16,134,620	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$23,485,491	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$23,485,491	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$87,517	AcctRcvblAmt
Acct Rcvbl BOY	$97,470	AcctRcvblBOYAmt
Acct Rcvbl EOY	$87,517	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$87,517	AcctRcvblEOYFMVAmt
Prepaid Expenses BOY	$46,861	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$4,219	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$4,219	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$78,952,695	CorporateStockBOYAmt
Corporate Stock EOY	$92,534,686	CorporateStockEOYAmt
Corporate Stock EOYFMV	$92,534,686	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$18,362,615	CorporateBondsBOYAmt
Corporate Bonds EOY	$19,050,528	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$19,050,528	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$6,602,734	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$289,504	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$6,409,732	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$6,313,230	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$9,623,617	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$126,032,684	OtherInvestmentsBOYAmt
Other Investments EOY	$136,863,867	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$136,863,867	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,640,219	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$381,916	LandBldgEquipAccumDeprecAmt
Land BOY	$1,371,550	LandBOYAmt
Land EOY	$1,258,303	LandEOYAmt
Land EOYFMV	$1,258,303	LandEOYFMVAmt
Other Assets BOY	$2,173,408	OtherAssetsBOYAmt
Other Assets EOY	$3,951,502	OtherAssetsEOYAmt
Other Assets EOYFMV	$3,951,502	OtherAssetsEOYFMVAmt
Total Assets BOY	$249,811,431	TotalAssetsBOYAmt
Total Assets EOY	$283,925,399	TotalAssetsEOYAmt
Total Assets EOYFMV	$287,235,786	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$345,066	AccountsPayableBOYAmt
Accounts Payable EOY	$403,360	AccountsPayableEOYAmt
Grants Payable BOY	$3,766,753	GrantsPayableBOYAmt
Grants Payable EOY	$2,057,064	GrantsPayableEOYAmt
Other Liabilities BOY	$575,891	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$482,095	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$4,687,710	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,942,519	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$245,123,721	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$280,982,880	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$245,123,721	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$280,982,880	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$249,811,431	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$283,925,399	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$245,123,721	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$19,825,011	ExcessRevenueOverExpensesAmt
Other Increases	$16,034,148	OtherIncreasesAmt
Subtotal	$280,982,880	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$280,982,880	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	2023-01-01	2024-12-31	$5,473,916	$3,603,829	$1,870,087	$1,870,087
DIRECT FOREIGN INVESTMENTS	P	2023-01-01	2024-12-31	$1,475,811	$1,055,125	$420,686	$420,686
FIRST AM GOVT OB FD	P	2023-01-01	2024-12-31	$32,561,264	$32,561,158	$106	$106
CAPITAL GAIN FROM SCHEDULE K-1	P	2023-01-01	2024-12-31	$3,081,593	$1,539,517	$1,542,076	$1,542,076
DISPOSITION OF NEWPORT ASIA INSTITUTIONAL FUND LP	P	2023-01-01	2024-12-31	$5,893,575	$5,835,365	$58,210	$58,210

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,891,165	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$127,761	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$127,761	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$127,761	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$85,589	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$75,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$160,589	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$32,828	OverpaymentAmt
Applied To ES Tax	$32,828	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.MTHF.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	CAROL FARRIS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4064517060	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	777 EAST MAIN ST 201	AddressLine1Txt
City	BOZEMAN	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59715	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL COOK
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	CHAIR	10.00	$36,000	$0	$0
GERALD GRAY
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	VICE-CHAIR	8.00	$36,000	$0	$0
WILLIAM UNDERRINER
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	TREASURER	12.00	$36,000	$0	$0
MICHAEL HARRINGTON
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	SECRETARY	7.00	$36,000	$0	$0
JUDITH LAPAN
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	TRUSTEE	8.00	$36,000	$0	$0
JOANNE PIEPER
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	TRUSTEE	9.00	$36,000	$0	$0
AARON WERNHAM
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	CEO	40.00	$342,498	$38,995	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
PRICE KLAAS
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	OPERATIONS DIRECTOR	40.00	$175,891	$25,407	$0
SCOTT MALLOY
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	PROGRAM DIRECTOR	40.00	$164,229	$25,743	$0
TRESSIE WHITE
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	PROGRAM DIRECTOR	40.00	$162,980	$25,725	$0
KIELY HOUSTON
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	DATA & EVALUATION MA	40.00	$153,255	$23,448	$0
TRACY MENUEZ
777 EAST MAIN ST SUITE 201	BOZEMAN	MT	59715	SENIOR PROGRAM OFFIC	40.00	$146,271	$23,328	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	10	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
MANATT PHELPS & PHILLIPS
7 TIMES SQUARE	NEW YORK	NY	10036	RESEARCH	$485,000
CLAUSE LAW PLLC
829 11TH ST NORTHEAST	WASHINGTON	DC	20002	PROGRAM PLANNING	$408,651
JG RESEARCH & EVALUATION
2103 BRIDGER DR	BOZEMAN	MT	59715	EVALUATION	$306,675
NEPC LLC
DEPARTMENT 3570 BOX 4110	WOBURN	MA	018884110	INVESTMENT CONSULTING	$219,578
CLARK NUBER
555 110TH AVE NE SUITE 700	BELLEVUE	WA	98004	AUDIT AND TAX PREPARATION AND CONSULTING	$114,711

Field	Value	IRS element (for citing)
Contractor Paid Over50k	6	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	IMPLEMENTING MODELS OF INTEGRATED CARE: SEE STATEMENT 17	Description1Txt
Expenses1	$2,819,530	Expenses1Amt
Description2	LEADERSHIP & EXPERTISE: SEE STATEMENT 17	Description2Txt
Expenses2	$2,521,195	Expenses2Amt
Description3	CONVENING: SEE STATEMENT 17	Description3Txt
Expenses3	$268,701	Expenses3Amt
Description4	POLICY ANALYSIS: SEE STATEMENT 17	Description4Txt
Expenses4	$729,418	Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN WITH 2% INTEREST TO ELMORE ROBERTS COMMUNITY PARTNERS, LP (ERCP). ERCP IS A MONTANA LIMITED PARTNERSHIP WITH A MISSION OF BUILDING AND PRESERVING AFFORDABLE HOUSING (PROGRAM). THE FOUNDATION HAS DETERMINED THAT FINANCIAL SUPPORT OF THE PROGRAM IS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE TO IMPROVE THE HEALTH AND WELL-BEING OF ALL MONTANANS. THE LOAN FUNDS WILL BE USED FOR PREDEVELOPMENT, DEVELOPMENT AND RENOVATION OF THE ELMORE ROBERTS BUILDING IN GREAT FALLS, MONTANA. NO SIGNIFICANT PURPOSE OF THE ERCP LOAN IS INCOME PRODUCTION OR PROPERTY APPRECIATION. OTHER TYPICAL INVESTORS SEEKING A PROFIT WOULD NOT LIKELY MAKE LOANS ON THE SAME TERMS AS THOSE PROVIDED BY ERCP OR THE FOUNDATION. THE BUILDING PROVIDES 60 LOW AND VERY-LOW-INCOME HOUSEHOLDS WITH SUBSIDIZED RENTS VIA A SECTION 8 MOD-REHAB SUBSIDY. RENTS FOR THE 59 APARTMENTS WILL BE AFFORDABLE AND BENEFIT RESIDENTS WITH 50% OF THE AREA MEDIAN INCOME.	Description1Txt
Expenses1	$600,000	Expenses1Amt
Description2	THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN WITH 2% INTEREST TO GOOD HOUSING PARTNERSHIP, LLC (GHP). GHP IS A MONTANA LIMITED LIABILITY COMPANY WITH A MISSION OF BUILDING AND PRESERVING AFFORDABLE HOUSING (PROGRAM). THE FOUNDATION HAS DETERMINED THAT FINANCIAL SUPPORT OF THE PROGRAM IS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE TO IMPROVE THE HEALTH AND WELL-BEING OF ALL MONTANANS. THE LOAN FUNDS WILL BE USED FOR PREDEVELOPMENT TO PRESERVE EIGHT AFFORDABLE HOUSING PROPERTIES IN KALISPELL, COLUMBIA FALLS, DEER LODGE, AND LIBBY, MONTANA. NO SIGNIFICANT PURPOSE OF THE GHP LOAN IS INCOME PRODUCTION OR PROPERTY APPRECIATION. OTHER TYPICAL INVESTORS SEEKING A PROFIT WOULD NOT LIKELY MAKE LOANS ON THE SAME TERMS AS THOSE PROVIDED BY GHP OR THE FOUNDATION. THE PROGRAM WILL PRESERVE 321 LOW AND INCOME UNITS WITH SUBSIDIZED RENTS VIA HOUSING AND URBAN DEVELOPMENT (HUD) SUBSIDIES.	Description2Txt
Expenses2	$500,000	Expenses2Amt
All Other Program Rltd Invst Tot	$750,000	AllOtherProgramRltdInvstTotAmt
Total	$1,850,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$104,448,405	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$23,740,216	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$138,092,202	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$266,280,823	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$266,280,823	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,994,212	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$262,286,611	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$13,114,331	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$13,114,331	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$127,761	TaxBasedOnInvestmentIncomeAmt
Total Tax	$127,761	TotalTaxAmt
Distributable Before Adj	$12,986,570	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$49,639	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$13,036,209	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$13,036,209	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$11,087,635	ExpensesAndContributionsAmt
Program Related Invst Total	$1,850,000	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$13,385	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$12,951,020	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$13,036,209	DistributableAsAdjustedAmt
Undistributed Income PY	$10,492,990	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$12,951,020	QualifyingDistributionsAmt
Applied To Year1	$10,492,990	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,458,030	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$10,578,179	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	MONTANA HEALTHCARE FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	777 E MAIN ST SUITE 201	AddressLine1Txt
City	BOZEMAN	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59715	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4064517060	RecipientPhoneNum
Form And Info And Materials	VISIT WWW.MTHF.ORG FOR APPLICATION INFORMATION.	FormAndInfoAndMaterialsTxt
Submission Deadlines	VISIT WWW.MTHF.ORG FOR SUBMISSION DEADLINES.	SubmissionDeadlinesTxt
Restrictions On Awards	VISIT WWW.MTHF.ORG FOR FUNDING RESTRICTIONS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACTION INC
25 W SILVER ST	BUTTE	MT	59701	PC	BUTTE HOUSING IS HEALTHCARE (HIH) PERMANENT SUPPORTIVE HOUSING PROJECT	$12,500
ACTION INC
25 W SILVER ST	BUTTE	MT	59701	PC	BUTTE PERMANENT SUPPORTIVE HOUSING PLANNING AND DEVELOPMENT	$20,000
ALL NATIONS HEALTH CENTER
830 WEST CENTRAL AVE	MISSOULA	MT	59801	PC	ALL NATIONS ROADMAP TO SUCCESS	$76,196
ALLIANCE FOR YOUTH INC
3300 3RD ST NE PO BOX 2928	GREAT FALLS	MT	594032982	PC	RECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE	$18,750
ALLIANCE FOR YOUTH INC
3300 3RD ST NE PO BOX 2928	GREAT FALLS	MT	594032982	PC	RECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE	$18,750
APSAALOOKE NATION HOUSING AUTHORITY
245 WEAVER ST	CROW AGENCY	MT	59022	GOV	APSAALOOKE NATION HOUSING AUTHORITY NEEDS ASSESSMENT/CAPACITY BUILDING	$26,046
ARLEE COMMUNITY DEVELOPMENT CORPORATION
92555 US HWY 93 PO BOX 452	ARLEE	MT	59821	PC	BUILDING ORGANIZATIONAL RESILIENCE: SUSTAINING & STRENGTHENING ORGANIZATIONAL SUPPORT AND CONTRIBUTIONS TO CONFEDERATED SALISH AND KOOTENAI TRIBES (CSKT) CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) HEALTH INITIATIVE IN THE JOCKO VALLEY	$30,000
BARRETT HOSPITAL AND HEALTHCARE
600 HWY 91 SOUTH	DILLON	MT	59725	PC	BEHAVIORAL HEALTH CONSOLIDATION GRANT	$12,500
BARRETT HOSPITAL AND HEALTHCARE
600 HWY 91 SOUTH	DILLON	MT	59725	PC	BEHAVIORAL HEALTH CONSOLIDATION GRANT	$12,500
BEHAVIORAL HEALTH ALLIANCE OF MONTANA
PO BOX 7635	MISSOULA	MT	59807	PC	SUSTAINABLE OPERATING FUNDING	$50,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008	GREAT FALLS	MT	59406	PC	MEADOWLARK INITIATIVE - BENEFIS HOSPITALS	$25,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008	GREAT FALLS	MT	59406	PC	ADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA	$50,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008	GREAT FALLS	MT	59406	PC	MEADOWLARK INITIATIVE - BENEFIS HOSPITALS	$25,000
BENEFIS HEALTH SYSTEM FOUNDATION
PO BOX 7008	GREAT FALLS	MT	59406	PC	ADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA	$50,000
BIG FORK SCHOOL DISTRICT
PO BOX 188	BIGFORK	MT	59911	GOV	BIGFORK SCHOOL - STRENGTHENING PARTNERSHIPS TO IMPROVE STUDENT HEALTH OUTCOMES	$12,500
BIG FORK SCHOOL DISTRICT
PO BOX 188	BIGFORK	MT	59911	GOV	BIGFORK SCHOOL - STRENGTHENING PARTNERSHIPS TO IMPROVE STUDENT HEALTH OUTCOMES	$12,500
BIG SANDY MEDICAL CENTER
PO BOX 530	BIG SANDY	MT	595200530	PC	BIG SKY MEDICAL CENTER (BSMC) RURAL HEALTH CLINIC (RHC) INTEGRATED BEHAVIORAL HEALTH (IBH) PROJECT	$41,667
BILLINGS CLINIC
2917 TENTH AVE N BOX 31031	BILLINGS	MT	591071031	PC	EXPANDING EMPATHS: IMPLEMENTING COLLABORATIVE CARE IN THE PERINATAL CARE SETTING	$37,496
BILLINGS CLINIC
2917 TENTH AVE N BOX 31031	BILLINGS	MT	591071031	PC	EXPANDING EMPATHS: IMPLEMENTING COLLABORATIVE CARE IN THE PERINATAL CARE SETTING	$37,497
BILLINGS SCHOOL DISTRICT
415 N 30TH ST	BILLINGS	MT	59101	GOV	IMPROVING SYSTEMS AND SUSTAINABILITY FOR MENTAL AND BEHAVIORAL HEALTH	$18,750
BILLINGS SCHOOL DISTRICT
415 N 30TH ST	BILLINGS	MT	59101	GOV	IMPROVING SYSTEMS AND SUSTAINABILITY FOR MENTAL AND BEHAVIORAL HEALTH	$18,750
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866	BROWNING	MT	59417	GOV	MEADOWLARK INITIATIVE	$25,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866	BROWNING	MT	59417	GOV	BLACKFEET MEADOWLARK INITIATIVE	$50,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866	BROWNING	MT	59417	GOV	BLACKFEET MEADOWLARK INITIATIVE	$25,000
BLACKFEET TRIBAL HEALTH
825 N PIEGAN ST PO BOX 866	BROWNING	MT	59417	GOV	BLACKFEET MEADOWLARK INITIATIVE	$50,000
BROADWATER COUNTY PUBLIC HEALTH DEPARTMENT
124 N CEDAR STREET	TOWNSEND	MT	59644	GOV	BROADWATER COUNTY PUBLIC HEALTH CRISIS RESOURCE COORDINATION	$18,500
BUTTE NATIVE WELLNESS CENTER
55 E GALENA ST	BUTTE	MT	59701	GOV	STRATEGIC PLANNING AT BUTTE NATIVE WELLNESS CENTER	$25,000
BUTTE NATIVE WELLNESS CENTER
55 E GALENA ST	BUTTE	MT	59701	GOV	STRATEGIC PLANNING AT BUTTE NATIVE WELLNESS CENTER	$25,000
BUTTE SPIRIT CENTER
609 WEST GALENA STREET	BUTTE	MT	59701	PC	BUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME	$25,000
BUTTE SPIRIT CENTER
609 WEST GALENA STREET	BUTTE	MT	59701	PC	BUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME	$25,000
CHILDREN'S CLINIC OF BILLINGS
3401 AVENUE E	BILLINGS	MT	59102	NC	EXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS	$10,000
CHILDREN'S CLINIC OF BILLINGS
3401 AVENUE E	BILLINGS	MT	59102	NC	EXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS	$10,000
CLARK FORK VALLEY HOSPITAL
10 KRUGER ROAD PO BOX 768	PLAINS	MT	59859	PC	CLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY	$31,250
CLARK FORK VALLEY HOSPITAL
10 KRUGER ROAD PO BOX 768	PLAINS	MT	59859	PC	CLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY	$31,250
COLUMBIA FALLS SCHOOL DISTRICT #6
PO BOX 1259	COLUMBIA FALLS	MT	99999	PC	HOME - HEALTH OUTCOMES MADE EASY	$12,500
COLUMBIA FALLS SCHOOL DISTRICT #6
PO BOX 1259	COLUMBIA FALLS	MT	99999	PC	HOME - HEALTH OUTCOMES MADE EASY	$12,500
COMMUNITY FOOD & AGRICULTURE COALITION
PO BOX 7025	MISSOULA	MT	59807	PC	THE MONTANA PRODUCE PRESCRIPTION COLLABORATIVE (MTPRX): MAINSTREAMING GRASSROOTS PROJECTS TO UNDERSTAND PROGRAM IMPACTS ON DIABETES AND CHOLESTEROL	$23,500
CONFEDERATED SALISH & KOOTENAI TRIBAL HEALTH
35401 MISSION DRIVE PO BOX 880	ST IGNATIUS	MT	59865	GOV	RESERVATION SCHOOL BASED BEHAVIORAL HEALTH SERVICES	$150,000
CONFLUENCE PUBLIC HEALTH ALLIANCE
PO BOX 9306	MISSOULA	MT	59807	PC	OPERATING SUPPORT FOR CONFLUENCE PUBLIC HEALTH ALLIANCE	$50,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129	CROW AGENCY	MT	59022	GOV	CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING	$25,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129	CROW AGENCY	MT	59022	GOV	CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING	$25,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129	CROW AGENCY	MT	59022	GOV	CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING	$25,000
CROW TRIBE HEALTH & HUMAN SERVICES
PO BOX 129	CROW AGENCY	MT	59022	GOV	CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING	$25,000
DAY EAGLE HOPE PROJECT
PO BOX 1152	HARLEM	MT	595261152	PC	FEEDING OUR PEOPLE WHITE CLAY	$25,000
DAY EAGLE HOPE PROJECT
PO BOX 1152	HARLEM	MT	595261152	PC	FEEDING OUR PEOPLE WHITE CLAY	$25,000
DODSON SCHOOL DISTRICT
PO BOX 278	DODSON	MT	59524	GOV	DODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN	$12,500
DODSON SCHOOL DISTRICT
PO BOX 278	DODSON	MT	59524	GOV	DODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN	$12,500
EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER
2508 WILSON STREET	MILES CITY	MT	59301	PC	CRISIS RESPONSE IN FRONTIER REGIONS	$35,350
EMMA'S HOUSE - BITTERROOT VALLEY CHILDRENS ADVOCACY CENTER INC
310 N 4TH ST	HAMILTON	MT	59840	PC	EMMA'S HOUSE -ACUTE INTERVENTION MEDICAL CLINIC (EH-AIM)	$17,920
EMMA'S HOUSE - BITTERROOT VALLEY CHILDRENS ADVOCACY CENTER INC
310 N 4TH ST	HAMILTON	MT	59840	PC	EMMA'S HOUSE -ACUTE INTERVENTION MEDICAL CLINIC (EH-AIM)	$17,920
FLATHEAD CITY-COUNTY HEALTH DEPARTMENT
1035 FIRST AVENUE WEST	KALISPELL	MT	59901	GOV	FLATHEAD COUNTY IMPLEMENTATION GRANT	$25,000
FLATHEAD CITY-COUNTY HEALTH DEPARTMENT
1035 FIRST AVENUE WEST	KALISPELL	MT	59901	GOV	FLATHEAD COUNTY IMPLEMENTATION GRANT	$25,000
FLORENCE CRITTENTON HOME & SERVICES
901 N HARRIS ST	HELENA	MT	59601	PC	ESTABLISHING YOUTH MATERNITY HOME AS A LICENSED MEDICAID RESIDENTIAL SETTING	$25,000
FLORENCE CRITTENTON HOME & SERVICES
901 N HARRIS ST	HELENA	MT	59601	PC	ESTABLISHING YOUTH MATERNITY HOME AS A LICENSED MEDICAID RESIDENTIAL SETTING	$25,000
FORT BELKNAP TRIBAL HEALTH
656 AGENCY MAIN STREET	HARLEM	MT	59526	GOV	SCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT	$15,000
FORT BELKNAP TRIBAL HEALTH
656 AGENCY MAIN STREET	HARLEM	MT	59526	GOV	SCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT	$15,000
FORT PECK TRIBAL HEALTH DEPARTMENT
PO BOX 1027	POPLAR	MT	59255	GOV	FORT PECK TRIBES AND ROOSEVELT COUNTY CRISIS COALITION PLANNING GRANT PROJECT	$8,750
FORT PECK TRIBAL HEALTH DEPARTMENT
PO BOX 1027	POPLAR	MT	59255	GOV	FORT PECK TRIBES AND ROOSEVELT COUNTY CRISIS COALITION PLANNING GRANT PROJECT	$8,750
FRIENDS OF THE CHILDREN - EASTERN MONTANA
PO BOX 22275	BILLINGS	MT	59104	PC	PUBLIC PARTNERSHIPS & SUSTAINABILITY FOR LONG TERM YOUTH MENTORING	$25,000
GALLATIN COUNTY
311 WEST MAIN STREET SUITE 304	BOZEMAN	MT	59715	GOV	GALLATIN BEHAVIORAL HEALTH COALITION	$37,500
GALLATIN COUNTY
311 WEST MAIN STREET SUITE 304	BOZEMAN	MT	59715	GOV	GALLATIN BEHAVIORAL HEALTH COALITION	$37,500
HELENA INDIAN ALLIANCE
501 EUCLID AVENUE	HELENA	MT	59601	PC	LEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH	$31,250
HELENA INDIAN ALLIANCE
501 EUCLID AVENUE	HELENA	MT	59601	PC	THE RESILIENCE LAB	$25,000
HELENA INDIAN ALLIANCE
501 EUCLID AVENUE	HELENA	MT	59601	PC	LEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH	$31,250
HELENA INDIAN ALLIANCE
501 EUCLID AVENUE	HELENA	MT	59601	PC	FACILITY IMPROVEMENTS	$100,000
HELENA INDIAN ALLIANCE
501 EUCLID AVENUE	HELENA	MT	59601	PC	THE RESILIENCE LAB	$25,000
HELENA SCHOOL DISTRICT
1325 POPLAR ST	HELENA	MT	596010939	GOV	HELENA PUBLIC SCHOOLS SCHOOL BASED HEALTH CLINIC (SBHC) IMPLEMENTATION GRANT.	$37,500
HOPA MOUNTAIN
234 E BABCOCK SUITE E	BOZEMAN	MT	59715	PC	LOCAL FOOD FOR LOCAL FAMILIES	$25,000
HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACY	BOZEMAN	MT	59715	PC	QUALITY IMPROVEMENTS IN SUPPORTIVE HOUSING	$25,000
HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACY	BOZEMAN	MT	59715	PC	HOUSING FIRST VILLAGE SUPPORTIVE HOUSING PROJECT	$22,500
HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACY	BOZEMAN	MT	59715	PC	PARK COUNTY HOUSING COALITION CAPACITY-BUILDING AND SUSTAINABILITY GRANT	$24,999
INDIAN FAMILY HEALTH CLINIC
1220 CENTRAL AVE	GREAT FALLS	MT	59401	PC	INDIAN FAMILY HEALTH CENTER (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH	$25,000
INDIAN FAMILY HEALTH CLINIC
1220 CENTRAL AVE	GREAT FALLS	MT	59401	PC	INDIAN FAMILY HEALTH CENTER (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH	$25,000
KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
310 SUNNYVIEW LANE	KALISPELL	MT	59901	PC	LOGAN HEALTH SCHOOL-BASED HEALTH CENTER (SBHC) MOBILE CLINIC	$49,999
KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
310 SUNNYVIEW LANE	KALISPELL	MT	59901	PC	LOGAN HEALTH SCHOOL-BASED HEALTH CENTER (SBHC) MOBILE CLINIC	$49,998
L'ESPRIT
111 NORTH THIRD STREET	LIVINGSTON	MT	59047	NC	PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT	$37,500
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WEST	GREAT FALLS	MT	59404	GOV	SELF-GOVERNANCE ANNUAL TRIBAL CONFERENCE & TRAINING	$11,050
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WEST	GREAT FALLS	MT	59404	GOV	SELF-GOVERNANCE ANNUAL TRIBAL CONFERENCE & TRAINING	$27,700
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WEST	GREAT FALLS	MT	59404	GOV	LITTLE SHELL TRIBE FOOD SECURITY & FOOD SOVEREIGNTY	$25,000
LOGAN HEALTH - CONRAD
310 SUNNYVIEW LANE	KALISPELL	MT	599013129	PC	EXPANSION OF SCHOOL BASED HEALTH SERVICES AT CONRAD PUBLIC SCHOOLS	$18,750
LOGAN HEALTH - CONRAD
310 SUNNYVIEW LANE	KALISPELL	MT	599013129	PC	EXPANSION OF SCHOOL BASED HEALTH SERVICES AT CONRAD PUBLIC SCHOOLS	$18,750
LOGAN HEALTH CUT BANK
802 2ND ST SE	CUT BANK	MT	59427	PC	LOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC	$50,000
LOGAN HEALTH CUT BANK
802 2ND ST SE	CUT BANK	MT	59427	PC	LOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC	$50,000
LOGAN HEALTH FOUNDATION
310 SUNNYVIEW LANE	KALISPELL	MT	599013129	PC	SCHOOL BASED HEALTH CENTER (SBHC) ST. IGNATIUS AND CHARLO SCHOOL DISTRICTS	$100,000
MARCUS DALY MEMORIAL HOSPITAL DBA BITTERROOT HEALTH
1200 WESTWOOD DR	HAMILTON	MT	598402345	PC	BITTERROOT HEALTH- MAINTENANCE AND EXPANSION OF INTEGRATED BEHAVIORAL HEALTH	$20,833
MARCUS DALY MEMORIAL HOSPITAL DBA BITTERROOT HEALTH
1200 WESTWOOD DR	HAMILTON	MT	598402345	PC	BITTERROOT HEALTH- MAINTENANCE AND EXPANSION OF INTEGRATED BEHAVIORAL HEALTH	$20,833
MARIAS HEALTHCARE SERVICES INC
PO BOX 990	SHELBY	MT	59474	PC	MARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION	$71,570
MARIAS HEALTHCARE SERVICES INC
PO BOX 990	SHELBY	MT	59474	PC	MARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION	$71,570
MINERAL COMMUNITY HOSPITAL
1208 6TH AVENUE EAST	SUPERIOR	MT	59872	PC	MINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH	$20,833
MINERAL COMMUNITY HOSPITAL
1208 6TH AVENUE EAST	SUPERIOR	MT	59872	PC	MINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH	$20,833
MISSOULA COUNTY PUBLIC SCHOOLS - WILLARD
901 S 6TH W	MISSOULA	MT	59801	GOV	WILLARD ALTERNATIVE HIGH SCHOOL - RECOVERY PROGRAM	$24,663
MISSOULA COUNTY PUBLIC SCHOOLS - WILLARD
901 S 6TH W	MISSOULA	MT	59801	GOV	WILLARD ALTERNATIVE HIGH SCHOOL - RECOVERY PROGRAM	$24,663
MISSOULA COUNTY PUBLIC SCHOOLS
915 SOUTH AVENUE W	MISSOULA	MT	59801	GOV	INTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE	$18,750
MISSOULA COUNTY PUBLIC SCHOOLS
915 SOUTH AVENUE W	MISSOULA	MT	59801	GOV	INTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE	$18,750
MONTANA BUDGET AND POLICY CENTER
15 WEST 6TH AVENUE 3E	HELENA	MT	59601	PC	GENERAL OPERATING FUNDS	$75,000
MONTANA CONSORTIUM FOR URBAN INDIAN HEALTH
7 W 6TH AVE SUITE 4-E	HELENA	MT	59601	PC	MONTANA CONSORTIUM FOR URBAN INDIAN HEALTH (MCUIH) WORKFORCE PIPELINE PROGRAM	$25,000
MONTANA COOPERATIVE DEVELOPMENT CENTER
410 CENTRAL AVE SUITE 429	GREAT FALLS	MT	59403	PC	ADVANCING COOPERATIVE INITIATIVES IN MONTANA COMMUNITIES	$25,000
MONTANA HEALTH NETWORK HEALTH INC
519 PLEASANT STREET	MILES CITY	MT	59301	NC	INTEGRATED BEHAVIORAL HEALTH IMPLEMENTATION	$46,620
MONTANA LEGAL SERVICES ASSOCIATION
616 HELENA AVE STE 100	HELENA	MT	59601	PC	MONTANA HEALTH JUSTICE PARTNERSHIP MONTANA LEGAL PARTNERSHIP (MLP)+ PROJECT	$25,000
MONTANA PUBLIC HEALTH INSTITUTE
235 SEGIAH WAY	KALISPELL	MT	59901	PC	MONTANA PUBLIC HEALTH INSTITUTE START UP	$200,000
MONTANA PUBLIC HEALTH INSTITUTE
235 SEGIAH WAY	KALISPELL	MT	59901	PC	MONTANA PUBLIC HEALTH INSTITUTE START UP	$200,000
MONTANA STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS
309 MONTANA HALL PO BOX 172470	BOZEMAN	MT	597172470	GOV	LESSONS LEARNED FROM TRIBES AND URBAN INDIAN ORGANIZATION (UIO) RESPONSE TO COVID-19 PANDEMIC IN MONTANA	$9,978
NACDC FINANCIAL SERVICES INC
PO BOX 3029	BROWNING	MT	59417	PC	FOUR BANDS WORKFORCE & PROFESSIONAL DEVELOPMENT	$50,000
NAMIMT
PO BOX 1021	HELENA	MT	59624	PC	ONGOING OPERATIONAL FUNDING	$25,000
NATIVE AMERICAN DEVELOPMENT CORPORATION
17 N 26TH ST SUITE 22	BILLINGS	MT	59101	PC	EAGLE SEEKER CONSTRUCTION PHASING	$25,000
NATIVE AMERICAN DEVELOPMENT CORPORATION
17 N 26TH ST SUITE 22	BILLINGS	MT	59101	PC	EAGLE SEEKER CONSTRUCTION PHASING	$25,000
NATIVE AMERICAN DEVELOPMENT CORPORATION
17 N 26TH ST SUITE 22	BILLINGS	MT	59101	PC	INTEGRATED BEHAVIORAL HEALTH 2.0	$25,000
NATIVE AMERICAN DEVELOPMENT CORPORATION
17 N 26TH ST SUITE 22	BILLINGS	MT	59101	PC	INTEGRATED BEHAVIORAL HEALTH 2.0	$25,000
NEIGHBORWORKS GREAT FALLS
509 1ST AVENUE SOUTH	GREAT FALLS	MT	59401	PC	BAATZ BLOCK APARTMENTS	$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP ST	WOLF POINT	MT	59201	PC	NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE	$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP ST	WOLF POINT	MT	59201	PC	NORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE	$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP ST	WOLF POINT	MT	59201	PC	NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE	$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP ST	WOLF POINT	MT	59201	PC	NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE	$25,000
NORTHEAST MONTANA HEALTH SERVICES
315 KNAPP ST	WOLF POINT	MT	59201	PC	NORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE	$25,000
NORTHERN MONTANA HEALTH CARE
30 13TH STREET	HAVRE	MT	59501	PC	NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE	$50,000
NORTHERN MONTANA HEALTH CARE
30 13TH STREET	HAVRE	MT	59501	PC	NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE	$50,000
ONE HEALTH
10 4TH STREET W	HARDIN	MT	59034	PC	HARDIN ACREAGE PLANNING	$25,000
OPPORTUNITIES INC
905 1ST AVENUE NORTH	GREAT FALLS	MT	59403	PC	OPPORTUNITIES, INC'S FREQUENT USER SYSTEM ENGAGEMENT (FUSE) PARTNERSHIP PROGRAM	$12,500
OPPORTUNITIES INC
905 1ST AVENUE NORTH	GREAT FALLS	MT	59403	PC	FOUNDATIONS FOR CHANGE: SUPPORTIVE HOUSING INITIATIVE	$20,000
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WEST	MISSOULA	MT	59802	PC	STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH	$37,500
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WEST	MISSOULA	MT	59802	PC	SUSTAINING AND EXPANDING THE FREQUENT USER SYSTEM ENGAGEMENT (FUSE) INITIATIVE IN MISSOULA, MT.	$25,000
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WEST	MISSOULA	MT	59802	PC	STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH	$37,500
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WEST	MISSOULA	MT	59802	PC	BLUE HERON PLACE PERMANENT SUPPORTIVE HOUSING PROJECT	$22,500
PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT
PO BOX 955	LAME DEER MONTANA	MT	59043	PC	THE PEOPLE'S GARDEN - EMPOWERING THE NORTHERN CHEYENNE COMMUNITY THROUGH SUSTAINABLE AGRICULTURE	$25,000
PONDERA COUNTY HEALTH DEPARTMENT
311 SOUTH VIRGINIA ST STE 1	CONRAD	MT	594252350	GOV	NORTH CENTRAL MONTANA CRISIS COALITION	$12,500
PONDERA COUNTY HEALTH DEPARTMENT
311 SOUTH VIRGINIA ST STE 1	CONRAD	MT	594252350	GOV	NORTH CENTRAL MONTANA CRISIS COALITION	$12,500
POPLAR PUBLIC SCHOOLS
400 4TH AVE W	POPLAR	MT	59255	GOV	ENHANCING HEALTH COORDINATION IN SCHOOL	$25,000
PUREVIEW HEALTH CENTER
1930 9TH AVE	HELENA	MT	59601	PC	PUREVIEW SCHOOL BASED HEALTH CENTER	$37,500
PUREVIEW HEALTH CENTER
1930 9TH AVE	HELENA	MT	59601	PC	PUREVIEW SCHOOL BASED HEALTH CENTER	$12,500
RED LODGE AREA COMMUNITY FOUNDATION
122 HAUSER S AVE PO BOX 1871	RED LODGE	MT	59068	PC	EXPANDING RURAL AFFORDABLE HOUSING	$18,869
RIMROCK FOUNDATION
PO BOX 30374	BILLINGS	MT	59107	PC	RIMROCK CONSULTING PROPOSAL	$20,000
RIVERSTONE HEALTH
123 SOUTH 27TH ST	BILLINGS	MT	59101	GOV	SCHOOL-BASED HEALTH CLINIC EXPANSION	$150,000
ROCKY BOY HEALTH CENTER
6850 UPPER BOX ELDER RD	BOX ELDER	MT	59521	GOV	NURTURING HEALTHY MOMS FOR BRIGHT FUTURES	$50,000
ROCKY BOY HEALTH CENTER
6850 UPPER BOX ELDER RD	BOX ELDER	MT	59521	GOV	IMPROVING ACCESS TO BEHAVIORAL HEALTH ON THE ROCKY BOY RESERVATION	$15,750
ROCKY BOY HEALTH CENTER
6850 UPPER BOX ELDER RD	BOX ELDER	MT	59521	GOV	NURTURING HEALTHY MOMS FOR BRIGHT FUTURES	$50,000
ROCKY BOY HEALTH CENTER
6850 UPPER BOX ELDER RD	BOX ELDER	MT	59521	GOV	HI-LINE URGENT CARE FEASIBILITY	$25,000
ROOSEVELT COUNTY HEALTH DEPARTMENT
124 CUSTER STREET A	WOLF POINT	MT	592011640	GOV	ROOSEVELT COUNTY AND FORT PECK TRIBES CRISIS COALITION PLANNING GRANT PROJECT	$8,750
ROOSEVELT COUNTY HEALTH DEPARTMENT
124 CUSTER STREET A	WOLF POINT	MT	592011640	GOV	ROOSEVELT COUNTY AND FORT PECK TRIBES CRISIS COALITION PLANNING GRANT PROJECT	$8,750
RUBY VALLEY MEDICAL CENTER
321 MADISON ST	SHERIDAN	MT	59749	PC	RUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH	$16,667
RUBY VALLEY MEDICAL CENTER
321 MADISON ST	SHERIDAN	MT	59749	PC	RUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH	$16,666
SCHOOL ADMINISTRATORS OF MONTANA
900 N MONTANA AVE	HELENA	MT	596013845	PC	STRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA	$18,750
SCHOOL ADMINISTRATORS OF MONTANA
900 N MONTANA AVE	HELENA	MT	596013845	PC	STRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA	$18,750
SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER
1245 N 29TH ST	BILLINGS	MT	59101	PC	PROGRAM OF ASSERTIVE COMMUNITY TREATMENT (PACT) EXPANSION INTO THE RURAL COUNTIES OF SOUTH CENTRAL MONTANA.	$62,500
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY ST	HELENA	MT	59601	PC	INTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION	$29,167
ST PETER'S HEALTH FOUNDATION
2475 E BROADWAY ST	HELENA	MT	59601	PC	INTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION	$29,167
TAMARACK MANAGEMENT INC
500 W BROADWAY ST	MISSOULA	MT	59802	NC	IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN PEDIATRICS AT WESTERN MONTANA CLINIC	$20,833
TAMARACK MANAGEMENT INC
500 W BROADWAY ST	MISSOULA	MT	59802	NC	IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN PEDIATRICS AT WESTERN MONTANA CLINIC	$49,167
THE CITY-COUNTY OF BUTTE SILVER BOW
155 WEST GRANITE STREET	BUTTE	MT	59701	GOV	BUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT	$25,000
THE CITY-COUNTY OF BUTTE SILVER BOW
155 WEST GRANITE STREET	BUTTE	MT	59701	GOV	BUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT	$25,000
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY ST STE 2000	SAN FRANCISCO	CA	94107	PC	KAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025)	$50,000
THE HENRY J KAISER FAMILY FOUNDATION
185 BERRY ST STE 2000	SAN FRANCISCO	CA	94107	PC	KAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025)	$50,000
THE MONTANA PARTNERSHIP TO END CHILDHOOD HUNGER INC
2396 FERGUSON AVE	BOZEMAN	MT	59718	PC	A NETWORK FOR RURAL SCHOOLS AS NUTRITION HUBS	$25,000
THE RURAL BEHAVIORAL HEALTH INSTITUTE
PO BOX 203	LIVINGSTON	MT	59047	PC	INCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS	$32,500
THE RURAL BEHAVIORAL HEALTH INSTITUTE
PO BOX 203	LIVINGSTON	MT	59047	PC	INCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS	$5,000
UNITED WAY OF THE LEWIS AND CLARK AREA
75 E LYNDALE AVE	HELENA	MT	59601	PC	HELENA INN SUPPORTIVE HOUSING PROJECT	$20,000
UNITED WAY OF YELLOWSTONE COUNTY
2173 OVERLAND AVENUE	BILLINGS	MT	59106	PC	PERMANENT SUPPORTIVE HOUSING (PSH) COMMUNITY ENGAGEMENT AND DEVELOPMENT PROJECT	$20,000
UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTH	GREAT FALLS	MT	594054934	PC	UNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT	$25,000
UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTH	GREAT FALLS	MT	594054934	PC	UNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT	$25,000
VAUGHN PUBLIC SCHOOL
480 CENTRAL AVE	VAUGHN	MT	59487	GOV	SCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT	$12,500
VAUGHN PUBLIC SCHOOL
480 CENTRAL AVE	VAUGHN	MT	59487	GOV	SCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT	$12,500
VETERANS NAVIGATION NETWORK
2173 OVERLAND AVENUE	BILLINGS	MT	59101	PC	WARRIOR BRIDGE NATIVE PARTNERSHIP INITIATIVE: BRIDGING CULTURES FOR LONG-TERM CONNECTION	$23,218
VETERANS NAVIGATION NETWORK
2173 OVERLAND AVENUE	BILLINGS	MT	59101	PC	WARRIOR BRIDGE NATIVE PARTNERSHIP INITIATIVE: BRIDGING CULTURES FOR LONG-TERM CONNECTION	$23,218

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$5,168,456	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACTION INC
25 W SILVER ST	BUTTE	MT	59701	PC	BUTTE PERMANENT SUPPORTIVE HOUSING PLANNING AND DEVELOPMENT	$20,000
APSAALOOKE NATION HOUSING AUTHORITY
216 WEAVER ST	CROW AGENCY	MT	59022	GOV	APSAALOOKE NATION HOUSING AUTHORITY NEEDS ASSESSMENT/CAPACITY BUILDING	$78,135
BIG SANDY MEDICAL CENTER
PO BOX 530	BIG SANDY	MT	59520	PC	BIG SKY MEDICAL CENTER (BSMC) RURAL HEALTH CLINIC (RHC) INTEGRATED BEHAVIORAL HEALTH (IBH) PROJECT	$83,333
BILLINGS CLINIC
2917 TENTH AVE N BOX 31031	BILLINGS	MT	591071031	PC	EXPANDING EMPATHS: IMPLEMENTING COLLABORATIVE CARE IN THE PERINATAL CARE SETTING	$74,994
BILLINGS CLINIC
2917 TENTH AVE N BOX 31031	BILLINGS	MT	591071031	PC	EXPANDING EMPATHS: IMPLEMENTING INTEGRATED BEHAVIORAL HEALTH (IBH) AND THE COLLABORATIVE CARE MODEL (COCM) IN THE PEDIATRIC SETTING.	$130,944
BILLINGS SCHOOL DISTRICT
415 N 30TH ST	BILLINGS	MT	591011252	GOV	IMPROVING SYSTEMS AND SUSTAINABILITY FOR MENTAL AND BEHAVIORAL HEALTH	$37,500
CONFEDERATED SALISH & KOOTENAI TRIBAL HEALTH
35401 MISSION DRIVE	ST IGNATUIS	MT	59865	GOV	RESERVATION SCHOOL BASED BEHAVIORAL HEALTH SERVICES	$150,000
EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER
2508 WILSON STREET PO BOX 1530	MILES CITY	MT	59301	PC	CRISIS RESPONSE IN FRONTIER REGIONS	$35,350
HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACY	BOZEMAN	MT	59715	PC	HOUSING FIRST VILLAGE SUPPORTIVE HOUSING PROJECT	$22,500
L'ESPRIT
111 NORTH THIRD STREET	LIVINGSTON	MT	59047	NC	PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT	$37,500
LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WEST	GREAT FALLS	MT	59404	GOV	LITTLE SHELL TRIBE (LST) INDIAN SELF DETERMINATION AND EDUCATION ASSISTANCE ACT (ISDEAA) PLANNING PROJECT	$200,000
LIVINGSTON HEALTHCARE
320 ALPENGLOW LN	LIVINGSTON	MT	59047	PC	ENHANCING ACCESS AND COLLABORATION: EXPANDING THE RANGER CLINIC FOR COMPREHENSIVE YOUTH HEALTH SERVICES IN PARK COUNTY	$199,230
LOGAN HEALTH - CONRAD
PO BOX 668	CONRAD	MT	59425	PC	EXPANSION OF SCHOOL BASED HEALTH SERVICES AT CONRAD PUBLIC SCHOOLS	$37,500
LOGAN HEALTH FOUNDATION
310 SUNNYVIEW LANE	KALISPELL	MT	59901	PC	SCHOOL BASED HEALTH CENTER (SBHC) ST. IGNATIUS AND CHARLO SCHOOL DISTRICTS	$100,000
MARCUS DALY MEMORIAL HOSPITAL DBA BITTERROOT HEALTH
1200 WESTWOOD DR	HAMILTON	MT	59840	PC	BITTERROOT HEALTH- MAINTENANCE AND EXPANSION OF INTEGRATED BEHAVIORAL HEALTH	$83,333
OPPORTUNITIES INC
905 1ST AVENUE NORTH	GREAT FALLS	MT	59403	PC	FOUNDATIONS FOR CHANGE: SUPPORTIVE HOUSING INITIATIVE	$20,000
PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WEST	MISSOULA	MT	59802	PC	BLUE HERON PLACE PERMANENT SUPPORTIVE HOUSING PROJECT	$22,500
PONDERA COUNTY HEALTH DEPARTMENT
311 SOUTH VIRGINIA ST SUITE 1	CONRAD	MT	59425	GOV	NORTH CENTRAL MONTANA CRISIS COALITION	$50,000
POPLAR PUBLIC SCHOOLS
400 4TH AVE W PO BOX 458	POPLAR	MT	59255	GOV	ENHANCING HEALTH COORDINATION IN SCHOOL	$25,000
RIVERSTONE HEALTH
123 SOUTH 27TH STREET	BILLINGS	MT	59101	GOV	SCHOOL-BASED HEALTH CLINIC EXPANSION	$150,000
ROCKY BOY HEALTH CENTER
6850 UPPER BOX ELDER RD	BOX ELDER	MT	59521	GOV	IMPROVING ACCESS TO BEHAVIORAL HEALTH ON THE ROCKY BOY RESERVATION	$15,750
SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER
1245 NORTH 29TH STREET	BILLINGS	MT	591010122	PC	PROGRAM OF ASSERTIVE COMMUNITY TREATMENT (PACT) EXPANSION INTO THE RURAL COUNTIES OF SOUTH CENTRAL MONTANA.	$62,500
TAMARACK MANAGEMENT INC
500 W BROADWAY ST	MISSOULA	MT	598024008	NC	IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN PEDIATRICS AT WESTERN MONTANA CLINIC	$55,000
UNITED WAY OF THE LEWIS AND CLARK AREA
75 E LYNDALE AVE	HELENA	MT	596012918	PC	HELENA INN SUPPORTIVE HOUSING PROJECT	$20,000
UNITED WAY OF YELLOWSTONE COUNTY
2173 OVERLAND AVENUE	BILLINGS	MT	59106	PC	PERMANENT SUPPORTIVE HOUSING (PSH) COMMUNITY ENGAGEMENT AND DEVELOPMENT PROJECT	$20,000
YARROW LLC
1221 HWY 49	EAST GLACIER PARK	MT	59434	OTHER	ADDRESSING HUMAN TRAFFICKING RESPONSE IN THE HEALTHCARE SETTING	$25,995

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,757,064	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

Field	Value	IRS element (for citing)
Desc	PRI INTEREST	Desc
Related Or Exempt Function Incm	$1,143	RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,176,263	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,657,663	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$305,935	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,168,166	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
REIMBURSEMENTS	$11,325
RETURNED GRANTS	$38,314

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$8,308,027	ExclusionAmt
Related Or Exempt Function Incm	$50,782	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8,358,809	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
1A	INTEREST INCOME FROM PROGRAM RELATED INVESTMENTS
11A	REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
11B	REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CARING FOR MONTANANS INC	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	560 NORTH PARK AVENUE	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$21,695,014	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$114,712	Amt
Net Investment Income	$28,630	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$86,082	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	TWO PRIS FOR AFFORDABLE HOUSING DEVELOPMENTS.	Desc
Amt	$750,000	Amt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Expended By GranteeExpendedByGranteeAmt	Any Diversion By GranteeAnyDiversionByGranteeTxt	Dates Of Reports By GranteeDatesOfReportsByGranteeTxt
CHILDREN'S CLINIC OF BILLINGS
3401 AVENUE E	BILLINGS	MT	59102	2022-10-01	$125,000	CHILDREN'S CLINIC SERVES OVER 12,000 UNIQUE CHILDREN AND ADOLESCENTS RESIDING IN YELLOWSTONE AND SURROUNDING COUNTIES THROUGH OUR TWO GENERAL PEDIATRICS CLINICS IN BILLINGS, MONTANA. THIS PROJECT WILL EXPAND OUR HIGH-QUALITY PRIMARY CARE TO INCLUDE INTEGRATED BEHAVIORAL HEALTH SERVICES. THE PROJECT AIMS TO HIRE AND INTEGRATE A PEDIATRIC CLINICAL SOCIAL WORKER INTO OUR PRACTICE WORKFLOWS TO ENHANCE EXISTING MENTAL HEALTH SCREENING AND TO PROVIDE BRIDGE CARE FOR PATIENTS WHILE THEY ARE CONNECTED TO COUNSELORS IN THE COMMUNITY. WE ALSO AIM TO PROVIDE CLINICAL SUPERVISION FOR OUR RECENTLY HIRED PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER (PMHNP). GRANT FUNDS WILL SUPPORT STARTUP COSTS FOR THE SOCIAL WORKER AND PMHNP WHILE WE GAIN THE EXPERTISE TO BILL FOR THEIR SERVICES AND SUSTAIN THE PROJECT INDEPENDENTLY. FUNDS WILL ALSO SERVE TO EDUCATE OUR TEAM AND OUR PATIENTS ABOUT THE BENEFITS OF INTEGRATED CARE.	$123,477	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	4/1/2023, 10/1/2023, 4/1/2024, 10/1/2024
COMMUNITY MEDICAL CENTER
2827 FORT MISSOULA ROAD	MISSOULA	MT	59804	2021-11-15	$175,000	THE PROPOSED PROJECT WILL SUPPORT AND GROW THE INTEGRATION OF BEHAVIORAL HEALTH SERVICES INTO COMMUNITY PHYSICIAN GROUPS PRIMARY CARE, SPECIALTY, AND FIRST CARE CLINICS THROUGH THE HIRING AND EMBEDDING OF LICENSURE-TRACK SOCIAL WORKERS IN THOSE AREAS. ADDITIONALLY, WE HOPE TO GROW OUR USE OF TECHNOLOGY TO PROVIDE IBH SERVICES TO A WIDER SCOPE OF PATIENTS. WITH CONSULTATION, OUR TEAMS WILL PROVIDE UNIVERSAL SCREENING, EVIDENCE-BASED TREATMENT, AND DATA TRACKING TO IMPROVE PATIENT OUTCOMES AND ALLOW FOR CARE COORDINATION ACROSS OUR HOSPITAL PLATFORM. WE RECOGNIZE THAT THIS EFFORT WILL HELP COMMUNITY MEDICAL CENTER MEET THE TREMENDOUS NEEDS OF THE GREATER MISSOULA COMMUNITY BY INCREASING OUR CAPACITY TO PROVIDE THE FULL CONTINUUM OF CARE FOR PATIENTS WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS AND THOROUGHLY TRAIN AND INTEGRATE OUR CLINICAL TEAMS. GRANT FUNDS AND PARTNERSHIPS WILL BE USED TO PROVIDE THE PERSONNEL AND CLINICAL SUPERVISION NEEDED TO IMPLEMENT THIS PROJECT.	$68,921	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	5/16/2022, 11/30/2022, 5/15/2023, 11/15/2023, 5/15/2024, 12/16/2024
L'ESPRIT
111 NORTH THIRD STREET	LIVINGSTON	MT	59047	2022-11-01	$125,000	1. OUR GOAL IS TO OFFER OUR CLIENTS COMPREHENSIVE SUPPORT AND HELP THEM GAIN THE SKILLS NECESSARY TO MAINTAIN STABILITY AND THRIVE IN THEIR COMMUNITY. 2. THIS GOAL WILL BE ACHIEVED THROUGH AN INTERDISCIPLINARY TEAM OF NINE PROVIDERS, DIRECTLY DELIVERING SERVICES WITHIN A HIGHLY INTEGRATED AND COLLABORATIVE SYSTEM. 3. OUR INFORMAL COMMUNITY PARTNERS FOR THIS PROJECT ARE LIVINGSTON HEALTHCARE, LIVINGSTON POLICE DEPT., PARK COUNTY SHERIFF'S OFFICE, PIONEER MEDICAL CENTER, SWEETGRASS COUNTY SHERIFFS DEPT., HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX (HRDC) AND HRDCS WARMING CENTER. THESE ARE NOT FORMAL PROJECT PARTNERS. 4. THE GRANT FUNDS WILL BE USED TO SUPPORT PERSONNEL SALARIES, AND A TECHNICAL ASSISTANT, WHICH IS INCLUDED UNDER THE CONSULTANT LINE ITEM IN DIRECT PROJECT EXPENSES.	$125,000	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	5/1/2023, 11/1/2023, 5/1/2024, 12/02/2024 (FINAL)
MONTANA HEALTH NETWORK HEALTH INC
519 PLEASANT STREET	MILES CITY	MT	59301	2021-07-21	$279,722	THIS PROJECT WILL SUPPORT THE INTEGRATION OF BEHAVIORAL HEALTH INTO PRIMARY CARE FOR HEALTHCARE FACILITIES IN EASTERN MONTANA. THE GOALS FOR THE PROJECT INCLUDE DECREASING EMERGENCY ROOM VISITS FOR PATIENTS IN "CRISIS" WITH EARLY INTERVENTION AND MORE FREQUENT SCREENING. THIS WILL LEAD TO IDENTIFICATION OF BEHAVIORAL HEALTH AND SUBSTANCE ABUSE ISSUES. ADDITIONALLY, THERE WILL BE INCREASED PATIENT COORDINATION BETWEEN TREATING FACILITIES RESULTING IN BETTER CARE SOONER FOR PATIENTS. THE PROJECT WILL FOCUS ON CONTINUING INTEGRATED BEHAVIORAL HEALTH (IBH) TECHNICAL SUPPORT TO 3 FACILITIES THAT CONDUCTED IBH IMPLEMENTATION ACTIVITIES PREVIOUSLY - ROSEBUD HEALTH CARE CENTER (FORSYTH), PRAIRIE COMMUNITY HOSPITAL (TERRY), AND ROOSEVELT MEDICAL CENTER (CULBERTSON). MONTANA HEALTH NETWORK (MHN) WILL ALSO PULL TOGETHER ADDITIONAL RURAL CLINICS, HOSPITALS AND PARTNER ORGANIZATIONS THAT PROVIDE BEHAVIORAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES.	$279,722	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	2/28/2022, 9/9/2022, 2/28/2023, 8/31/2023, 2/29/2024, 8/31/2024 (FINAL)
TWIN CREEK 4 HOUSING ASSOCIATES LLLP (UNITED HOUSING PARTNERS)
545 BLAINE ST	MISSOULA	MT	598014118	2023-11-28	$500,000	DEBT PRI - UNITED HOUSING PARTNERS LLC (UHP) PROPOSES TO BUILD 72 NEW AFFORDABLE APARTMENTS IN HELENA, MONTANA BY TWINNING 9% AND 4% LOW INCOME HOUSING TAX CREDITS (LIHTCS) WITH COAL TRUST MULTIFAMILY HOME (CTMH) LOAN FUNDS AND OTHER SOFT LOANS. THIS STRUCTURE WILL ALLOW THE BOARD OF HOUSING TO CREATE 72 NEW LIHTC HOMES WITH A SINGLE 9% LIHTC AWARD. THIS IS THREE AND A HALF TIMES THE SIZE OF A TYPICAL 20-UNIT 9% NEW CONSTRUCTION LIHTC PROJECT, GIVING THE BOARD OF HOUSING THE "BANG FOR THE BUCK" IT HAS CONSISTENTLY STRESSED AS IMPORTANT WHEN MAKING LIHTC AWARDS. THE CITY OF HELENA HAS ALREADY COMMITTED $1,000,000 IN HELENA AFFORDABLE HOUSING TRUST FUNDS (HAHTFS) FOR CONSTRUCTION AND $400,000 IN HAHTFS FOR PERMANENT FINANCING. UHP HAS ALSO APPLIED FOR $2,526,194 IN NATIONAL HOUSING TRUST FUNDS (NHTFS) OF WHICH THE DEPARTMENT OF COMMERCE COMMITTED $1,575,514 IN 2023 FUNDS AND HAS EXPRESSED THAT THE OTHER $937,242 CAN BE ALLOCATED FROM 2024 APPLICATIONS SUBMITTED THIS FALL.	$500,000	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	3/3/2025
MITCHELL COURT LLLP
1625 E 6TH AVE	HELENA	MT	596014661	2023-11-29	$750,000	DEBT PRI - MITCHELL COURT APARTMENTS WILL BE A NEW FAMILY HOUSING DEVELOPMENT CONSISTING OF 32 RENTAL HOMES (14 ONE-BEDROOM, 14 TWO-BEDROOM, AND 4 THREE-BEDROOM APARTMENTS) THAT BILLINGS RESIDENTS CAN AFFORD TARGETING TENANTS AT 50% AND 60% OF AREA MEDIAN INCOME (AMI). MITCHELL COURT WILL PROVIDE QUALITY, AFFORDABLE HOUSING TO LOW-INCOME MONTANANS AT BELOW MARKET RENT THAT WILL ALLOWS THESE LOW-INCOME HOUSEHOLDS TO USE A LARGER PORTION OF THEIR INCOME FOR QUALITY NUTRITIOUS FOODS AND NECESSARY HEALTHCARE. THE PROJECT WILL UTILIZE FINANCING FROM HOUSING CREDITS, HUD FUNDS, AND LOW-INTEREST STATE LOANS, AND CITY OF BILLINGS FUNDS. DEED RESTRICTIONS AND SIMILAR MECHANISMS WILL BE USED TO ENSURE AFFORDABILITY THROUGH THE 50-YEAR EXTENDED USE PERIOD. WE HAVE APPLIED TO THE MONTANA BOARD OF HOUSING FOR TAX CREDITS AND THE COAL TRUST MULTIFAMILY HOMES LOAN, AND WE WILL APPLY FOR STATE HOME FUNDS IN SEPTEMBER AND CITY OF BILLINGS FUNDS IN NOVEMBER/DECEMBER.	$750,000	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	2/17/2025
CREEKSIDE 4 LLLP (HOMEWORD INC)
1535 LIBERTY LN 116A	MISSOULA	MT	59808	2023-12-13	$300,000	DEBT PRI - HOMEWORD'S PROPOSED PROJECT WILL REHABILITATE 161 HOMES AT CREEKSIDE APARTMENTS TO INCREASE ENERGY EFFICIENCY AND BUILDING DURABILITY FOR LONG-TERM SUSTAINABILITY. THIS WILL ADD 50 YEARS TO THE UPCOMING EXPIRATION PERIOD OF AFFORDABILITY WITH MONTANA HOUSING. HOMEWORD WILL UTILIZE 4% AND 9% LOW INCOME HOUSING TAX CREDITS IN COMBINATION WITH AWARDED FEDERAL FUNDS AND ADVANTAGEOUS LOANS FROM OUR PROJECT PARTNERS. KEY PARTNERS FOR THIS PROJECT INCLUDE THE CITY OF MISSOULA, MONTANA HOUSING, NEIGHBORWORKS MONTANA, GLACIER BANK, AND FIRST SECURITY BANK. THE PROPOSED MONTANA HEALTHCARE FOUNDATION FUNDING WILL BE USED TO PAY FOR DIRECT REHABILITATION HARD COSTS ON THE PROJECT.	$86,789	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	2/15/2024
TAMARACK MANAGEMENT INC
500 W BROADWAY ST	MISSOULA	MT	598024008	2024-01-17	$70,000	OUR AIM IS TO IMPROVE SCREENING, INTERVENTION AND REFERRAL FOR YOUTH AND FAMILIES WITH BEHAVIORAL/MENTAL HEALTH CHALLENGES BY RECRUITING AND INTEGRATING A BEHAVIORAL HEALTH SPECIALIST INTO OUR PEDIATRIC TEAM. A BEHAVIORAL HEALTH SPECIALIST WITH EXPERTISE IN CHILD/ADOLESCENT MENTAL HEALTH WILL WORK AT BOTH WESTERN MONTANA CLINIC (WMC) PEDIATRIC SITES WITH AN INTEGRATION FRAMEWORK THAT HONORS THE 8 DOMAINS OF THE COMPREHENSIVE HEALTHCARE INTEGRATION (CHI) FRAMEWORK AND BUILDS TOWARD OUR LONG TERM GOAL OF CHI IN OUR PEDIATRIC DEPARTMENT. THIS EFFORT WILL BE DEPENDENT ON SUSTAINABILITY THROUGH APPROPRIATE CODING/BILLING AND TRACKING OF REIMBURSEMENT PRACTICES AMONG OUR MAJOR PAYORS. WE PROPOSE RECRUITMENT AND ON-BOARDING OF A MENTAL HEALTH PROFESSIONAL TO SHARE OUR CLINICAL SPACE AND HELP IMPLEMENT ADDITIONAL PRIMARY CARE BEHAVIORAL HEALTH SCREENING, PROVIDE CRISIS INTERVENTION, COMMUNITY REFERRALS, PARENTING SUPPORT, BRIEF INTERVENTION, COUNSELING AND FOLLOW UP.	$28,294	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	7/19/2024
ELMORE ROBERTS COMMUNITY PARTNERS LP
17782 SKY PARK CIR	IRVINE	CA	926146404	2024-05-13	$600,000	DEBT PRI - THE ELMORE ROBERTS INTENDS TO PRESERVE AND RENOVATE A HISTORIC PROPERTY IN DOWNTOWN GREAT FALLS AS AFFORDABLE HOUSING FOR THE NEXT 50 YEARS. THE PROJECT WILL BE ACCOMPLISHED THROUGH APPROVAL OF A VARIETY OF FINANCING SOURCES, COORDINATION WITH THE DEVELOPMENT TEAM, AND EXECUTION OF THE PROPOSED RENOVATION SCOPE OF WORK. THE NON-PROFIT PARTNER, GENERAL CONTRACTOR, ARCHITECT, PROPERTY MANAGEMENT COMPANY ARE ALL CONFIRMED PARTNERS. THE MONTANA HEALTHCARE FOUNDATION FUNDS WILL BE USED TO PAY FOR COSTS RELATED TO THE ACQUISITION, PREDEVELOPMENT, AND RENOVATION OF ELMORE ROBERTS APARTMENTS.	$600,000	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	IN PROCESS
L'ESPRIT
111 NORTH THIRD STREET	LIVINGSTON	MT	59047	2024-12-05	$37,500	THROUGH THE PROGRAM OF ASSERTIVE COMMUNITY TREATMENT (PACT) TEAM, WE OFFER CLIENTS COMPREHENSIVE SUPPORT TO SUPPORT THEIR FUNCTIONING AND HELP THEM MAINTAIN STABILITY AT THE COMMUNITY LEVEL. THESE GOALS WILL BE ACHIEVED THROUGH AN INTERDISCIPLINARY TEAM OF PROVIDERS, DIRECTLY DELIVERING SERVICES WITHIN A HIGHLY INTEGRATED AND COLLABORATIVE SYSTEM. THE GRANT FUNDS WILL BE USED TO SUPPORT PERSONNEL SALARIES AND TRANSPORTATION, INCLUDING COSTS ASSOCIATED WITH SCALING UP THE TEAM.	$6,000	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	IN PROCESS
GOOD HOUSING PARTNERSHIP
106 E BABCOCK ST SUITE 1E	BOZEMAN	MT	59715	2024-09-18	$500,000	DEBT PRI - THIS PROGRAM RELATED INVESTMENT (PRI) TO GOOD HOUSING PARTNERSHIP (GHP) WILL PROVIDE $500,000 IN PREDEVELOPMENT FINANCING TO ASSIST IN ACQUIRING, RENOVATING, AND PRESERVING AFFORDABILITY FOR 321 HOUSING UNITS IN EIGHT EXISTING HOUSING DEVELOPMENTS IN KALISPELL, COLUMBIA FALLS, DEER LODGE, AND LIBBY. THE PRI WILL FUND THE ASSESSMENTS REQUIRED FOR EACH PROPERTY TO ACCESS LOW-INCOME HOUSING TAX CREDITS (LIHTC), WHICH ARE REIMBURSED AT THE CLOSING OF THE LIHTC PARTNERSHIP. OF THE 321 UNITS TO BE PRESERVED, 148 SERVE FAMILIES, AND 173 ARE FOR SENIORS AND PEOPLE WITH DISABILITIES. RENTS ARE TARGETED TO BE AFFORDABLE TO PEOPLE EARNING LESS THAN 70% OF AREA MEDIAN INCOME. HOUSING AND URBAN DEVELOPMENT SUBSIDIES ARE AVAILABLE TO ENSURE THAT HOUSEHOLDS DO NOT PAY MORE THAN 30% OF THEIR INCOME TOWARD RENT, REGARDLESS OF THEIR INCOME. THE $500,000 PRI WILL BE REPAID WITH 2% INTEREST AT THE CLOSING OF THE LIHTC DEAL, WHICH WILL HAPPEN WITHIN 12 MONTHS OF THE DATE OF THIS PRI.	$381,396	TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.	IN PROCESS

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	SUMMARY OF DIRECT CHARITABLE ACTIVITIES	IdentifierTxt
Form And Line Reference	FORM 990-PF, PART IX-A	FormAndLineReferenceDesc
Medium Explanation	1. IMPLEMENTING MODELS OF INTEGRATED CARE: $2,819,530 MTHF PROVIDES GRANT FUNDING, AND MTHF STAFF AND CONTRACTORS ASSIST GRANTEES WITH PLANNING AND IMPLEMENTING THE CORE COMPETENCIES AND BEST PRACTICES OF INTEGRATED BEHAVIORAL HEALTH CARE, SCHOOL-BASED HEALTH CENTERS, AND IMPLEMENTING THE MEADOWLARK INITIATIVE MODEL OF CARE. MTHF STAFF AND CONTRACTORS PROVIDED INDIVIDUAL AND COHORT-LEVEL TECHNICAL ASSISTANCE TO GRANTEES, WHICH INCLUDES ONE-ON-ONE COACHING AND SUPPORT, TRAINING AND WEBINARS, AND ONLINE RESOURCE HUBS. STAFF AND CONTRACTORS WORK WITH GRANTEES TO IMPROVE DATA COLLECTION AND ANALYSIS TO HELP INFORM THE IMPLEMENTATION PROCESS AND OUTCOMES. 2. LEADERSHIP & EXPERTISE: $2,521,195 MTHF STAFF PROVIDE LEADERSHIP AND EXPERTISE TO HELP COMMUNITIES TACKLE MONTANA'S MOST IMPORTANT HEALTH PROBLEMS. IN 2024, OF MTHF'S 16 FULL-TIME STAFF, 13 FOCUS PRIMARILY ON DEVELOPING AND IMPLEMENTING SOLUTIONS TO IMPROVING HEALTH OUTCOMES. FOR EXAMPLE, TWO EMPLOYEES IMPLEMENT HEALTH IMPROVEMENT STRATEGIES FOCUSED ON AMERICAN INDIAN PEOPLE WHICH THEY ACHIEVE BY ENGAGING WITH AMERICAN INDIAN HEALTH LEADERS, NATIVE-LED NONPROFITS, AND STATE LEADERSHIP. ONE EMPLOYEE COLLABORATES WITH STATE PARTNERS AND LOCAL COMMUNITIES TO IMPROVE THE BEHAVIORAL HEALTH CONTINUUM OF CARE BY DEVELOPING COALITIONS IN MORE THAN 30 URBAN AND RURAL COMMUNITIES ACROSS THE STATE FOCUSED ON IMPROVING BEHAVIORAL HEALTH CRISIS RESPONSE SYSTEMS. TWO EMPLOYEES PROVIDE TRAINING AND TECHNICAL ASSISTANCE TO HEALTH CARE PROVIDERS IN NEARLY 70 PRIMARY CARE SETTINGS, HELPING THEM INCORPORATE MENTAL ILLNESS AND SUBSTANCE USE DISORDER SCREENING INTO ROUTINE HEALTH MAINTENANCE VISITS. ONE EMPLOYEE WORKS WITH SCHOOL ADMINISTRATORS AND HEALTH CARE PROVIDERS, PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE TO HELP IMPLEMENT SCHOOL-BASED HEALTH CENTERS IN NEARLY 60 OF THE STATE'S HIGHEST-NEED SCHOOLS. ONE EMPLOYEE OFFERS EXPERTISE IN COMMUNITY DEVELOPMENT AND PROVIDES STATEWIDE LEADERSHIP IN IMPLEMENTING FINANCING STRATEGIES TO INCREASE SUPPORTIVE AND AFFORDABLE HOUSING OPTIONS. 3. CONVENING: $268,701MTHF ACTS AS A NEUTRAL CONVENER, BRINGING COMMUNITIES AND LEADERS TOGETHER TO LEARN FROM EACH OTHER, COLLABORATE, AND CREATE NEW SOLUTIONS TO PERSISTENT HEALTH PROBLEMS. IN 2024, IT PROVIDED FINANCIAL SUPPORT AND STAFF TIME TO FACILITATE LARGE CONVENINGS, SITE VISITS, AND TRAINING. HIGHLIGHTS INCLUDED THE FOLLOWING: 1) QUARTERLY MEETINGS OF THE AMERICAN INDIAN HEALTH LEADERS, A GROUP OF LEADERS FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA. IN 2024, THE GROUP CONTINUED WORK ON THE DEVELOPMENT OF A NATIVE-OWNED INPATIENT SUBSTANCE USE DISORDER TREATMENT CENTER FOR TRIBAL MEMBERS. 2) MORE THAN 200 PEOPLE ATTENDED THE 2024 SYMPOSIUM: CELEBRATING HEALTH CARE INNOVATION, WHICH FEATURED THE INTEGRATED BEHAVIORAL HEALTH, SCHOOL-BASED HEALTH, AND MEADOWLARK INITIATIVES (IN PARTNERSHIP WITH THE STATE OF MONTANA). THE 2024 SYMPOSIUM WAS A PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR INNOVATIVE CLINICAL PRACTITIONERS FROM ACROSS THE STATE TO CONNECT, EXCHANGE IDEAS, AND SHARE INSPIRATION. IN ADDITION TO CONNECTING WITH COLLEAGUES WORKING ON SIMILAR PROJECTS, ATTENDEES HAD THE OPPORTUNITY TO LEARN FROM NATIONAL CLINICAL HEALTH EXPERTS, MONTANA-BASED PROGRAM SPOTLIGHTS, AND PEER-LEANING PANELS. 3) A FOUR-PART INTERACTIVE STORY TELLING WORKSHOP TO HELP GRANTEE ORGANIZATIONS COLLECT AND SHARE PERSONAL IMPACT STORIES, WHICH CAN HELP THEM COMMUNICATE EFFECTIVELY WITH THEIR COMMUNITIES AND DEMONSTRATE THE IMPACT OF THEIR WORK. 4. POLICY ANALYSIS: $729,418 MTHF CONDUCTS POLICY ANALYSIS SO MONTANANS CAN BE WELL-INFORMED AND ENGAGED IN DECISIONS THAT IMPACT THEIR HEALTH. FOR EXAMPLE, IN 2024, IT COMMISSIONED, PRODUCED, AND DISSEMINATED FOUR REPORTS THAT ANALYZED THE IMPACT OF HEALTH-RELATED POLICIES AND STATE HEALTH PROGRAMS, INCLUDING THE FOLLOWING: 1) "WHAT LOSING MEDICAID EXPANSION COULD MEAN FOR MONTANA", 2) "MONTANA MEDICAID BACKGROUND", 3) "MEDICAID IN MONTANA: HOW MEDICAID IMPACTS THE STATE BUDGET ECONOMY AND HEALTH", 4) "THE CRITICAL ROLE OF PRIMARY CARE IN SUPPORTING MONTANANS WITH BEHAVIORAL HEALTH NEEDS".	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	1,880,604.939 SHS VANGUARD ST BOND INDEX FUND	BondNm
EOY Book Value	$19,050,528	EOYBookValueAmt
EOYFMV	$19,050,528	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
174,024.998 SHS DODGE & COX INTERNATIONAL STOCK FUND	$8,683,847	$8,683,847
522,224.560 SHS DFA EMERGING MARKETS CORE EQUITY	$12,157,388	$12,157,388
203,782.352 SHS FIDELITY S+P INDEX	$41,610,318	$41,610,318
253,821.607 SHS FIDELITY MID CAP INDEX	$8,571,556	$8,571,556
905,214.263 SHS FIDELITY LARGE CAP INDEX FUND	$16,420,587	$16,420,587
364,423.078 SHS HARBOR SMALL CAP GROWTH FUND	$5,090,990	$5,090,990

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BUILDING	$3,763,558	$289,504	$3,474,054	$5,485,462
LAND	$2,839,176	$0	$2,839,176	$4,138,155

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (31 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AEW CORE PROPERTY TRUST	FMV	$10,271,232	$10,271,232
ARBOUR LANE CREDIT OPP FD II (B) LP	FMV	$6,864,063	$6,864,063
ARES PATHFINDER FUND II OFFSHORE LP	FMV	$617,612	$617,612
ARLINGTON CAPITAL PARTNERS VI LP	FMV	$2,823,974	$2,823,974
AXIOM ASIA V, LP	FMV	$5,063,891	$5,063,891
AXIOM INTL SMALL CAP	FMV	$7,118,090	$7,118,090
BOND II, LP	FMV	$2,040,529	$2,040,529
BOND III, LP	FMV	$1,207,899	$1,207,899
CENTERBRIDGE PARTNERS RE FUND II LP	FMV	$982,954	$982,954
DALFEN	FMV	$1,780,971	$1,780,971
DAVIDSON KEMPNER	FMV	$3,821,406	$3,821,406
DOVER STREET (HARBORVEST)	FMV	$4,473,334	$4,473,334
FARALLON CAPITAL MANAGEMENT, LLC	FMV	$5,554,175	$5,554,175
FARALLON SPECIAL	FMV	$1,389,720	$1,389,720
GENSTAR CAPITAL PARTNERS XI LP	FMV	$399,367	$399,367
GOLUB CAPITAL PARTNERS INTERNATIONAL, LP	FMV	$3,500,000	$3,500,000
INDUS SELECT FUND LTD	FMV	$15,435,841	$15,435,841
KENNEDY LEWIS II	FMV	$4,758,827	$4,758,827
KENNEDY LEWIS III	FMV	$3,420,071	$3,420,071
LANDMARK REAL ESTATE PARTNERS VIII LP	FMV	$2,171,333	$2,171,333
LEGACY VENTURE IX LLC	FMV	$7,214,748	$7,214,748
LOOMIS COLLECTIVE	FMV	$12,323,964	$12,323,964
MARSHALL WACE	FMV	$5,099,374	$5,099,374
MIDOCEAN PARTNERS V LP	FMV	$6,152,317	$6,152,317
NEWBURY EQUITY PARTNERS V CAYMAN LP	FMV	$3,932,230	$3,932,230
PONTIFAX	FMV	$2,134,366	$2,134,366
RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A)	FMV	$3,641,611	$3,641,611
THE VARDE FUND XIII LP	FMV	$3,685,357	$3,685,357
THOMA BRAVO	FMV	$3,827,788	$3,827,788
TIGER INFRASTRUCTURE PARTNERS FD III	FMV	$1,729,626	$1,729,626
VOYA	FMV	$3,427,197	$3,427,197

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
LEASEHOLD IMPROVEMENTS	$614,033	$227,041	$386,992	$386,992
F&E/SOFTWARE	$128,920	$115,535	$13,385	$13,385
BUILDING	$511,442	$39,340	$472,102	$472,102
LAND	$385,824	$0	$385,824	$385,824

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$27,190	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$27,190	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
INTEREST RECEIVABLE	$4,474	$34,680	$34,680
PROGRAM RELATED INVESTMENTS	$1,600,000	$3,450,000	$3,450,000
RIGHT-OF-USE ASSET	$568,934	$464,790	$464,790
OTHER RECEIVABLES	$0	$2,032	$2,032

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMUNICATION AND OUTREACH	$187,452	$0	$0	$187,452
DUES AND SUBSCRIPTIONS	$12,570	$0	$0	$12,570
INSURANCE	$36,513	$0	$0	$36,513
OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT	$103,122	$0	$0	$63,468
GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE	$2,085,069	$0	$0	$2,085,069
PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1	$0	$1,284,132	$0	$0
MAIN ST. HOLDINGS, LLC EXPENSES	$110,308	$97,111	$0	$13,197

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INCOME FROM PARTNERSHIP INVESTMENTS	$1,715,640	$0
PRI INTEREST	$1,143	$1,143	$1,143
REIMBURSEMENTS		$0	$11,325
RETURNED GRANTS	$0	$0	$38,314

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS	Desc
Amt	$16,034,148	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	OPERATING LEASE LIABILITY	Desc
BOY Book Value	$575,891	BOYBookValueAmt
EOY Book Value	$482,095	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$352,570	Amt
Net Investment Income	$352,570	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES	$138,914	$0	$0	$0
FOREIGN TAXES	$0	$137,196	$0	$0