2015-07-07T08:24:19-07:00 2014-12-31 Dan Gruber & Co 501 N Sanders Ste 200 Helena MT 59601 990PF 2014-01-01 810270257 Treacy Foundation TREA 4064433549 PO Box 1479 Helena MT 59624 Kimmy Skiftun Executive Director 2015-06-30 true Dan Gruber CPA P00024405 4064429112 2014 2016-02-25 16:41:14Z X 40387337 X X 1478631 1478631 880793 6946805 880793 2359424 2359424 69500 17375 52125 4638 1160 3478 71 71 7525 2000 5525 171199 170899 300 20630 6979 640 640 17625 4406 13219 4182 1046 3136 23897 11772 12125 319907 216348 89908 1785782 1785782 2105689 216348 1875690 253735 2143076 82441 82441 2959178 1909442 1909442 7260 8312516 6909138 7085370 15129184 16512453 22356105 7498907 8741561 8952979 5996 4684 1952 1312 1000 1300 33910297 34156347 40387337 1603 1607 1603 1607 X 33908694 34154740 33908694 34154740 33910297 34156347 33908694 253735 34162429 7689 34154740 880793 -28648 false 1802231 38362748 0.04698 1243733 36516068 0.03406 1068439 35431239 0.03016 639408 26220467 0.02439 221252 4257653 0.05197 0.18755 0.03751 39906206 1496842 21431 1518273 1875690 X 21431 21431 21431 26000 26000 4569 4569 false false false false false false false false true true MT true false false false false true www.treacyfoundation.org Kimmy Skiftun 4064433549 PO Box 1479 Helena MT 59624 false false false false true false false false false false false false false false false false false false false false false false false false false false Tom McCarvel PO Box 1479 Helena MT 59624 Trustee 1.00 2000 Kelly O'Connell PO Box 1479 Helena MT 59624 Trustee 1.00 2000 Colleen Brady PO Box 1479 Helena MT 59624 Trustee 1.00 1500 Don Campbell PO Box 1479 Helena MT 59624 Chairman 1.00 2000 Mike Cooney PO Box 1479 Helena MT 59624 Trustee 1.00 2000 Kimmy Skiftun PO Box 1479 Helena MT 59624 Executive Direc 40.00 60000 NONE Wells Fargo PO Box 95021 Henderson NV 890095021 Investment advisor 61213 Stifel Nicolaus One Financial Plaza 501 N Broadway St Louis MO 63102 Investment advisor 69118 38151524 2361391 1000 40513915 0 40513915 607709 39906206 1995310 1995310 21431 21431 1973879 1973879 1973879 1875690 1875690 21431 1854259 1973879 1789468 1875690 1789468 0 86222 1887657 Treacy Foundation PO Box 1479 Helena MT 59624 4064433549 Grant information and applications can be obtained at the website; treacyfoundation.org. Organizations that apply for grants must qualify as an exempt organization under I.R.C. Section 501(c)(3). The organization should submit a letter outlining the needs of the grant. May 1 The Treacy Foundation also awards scholarship grants to starting freshman and sophmore college students who are residents of Montana, Idaho, and North Dakota. The scholarships are generally $ 2,000.00 per year and are renewable for 4 years provided the student requests renewal each year. Scholarships are not offered to junior, senior or graduate college students. The grants are paid directly to the school to be applied to the student's account rather than to the student directly. Scholarship applicants can obtain the application form from the website - treacyfoundation.org.Upon receipt of the student's application form, the application is reviewed by the Scholarship Selection Committee which meets between the first and the fifteenth day of May. The applicant will then be notified of his/her selection or nonselection following the review of all applicants.Once the student has been selected for a Treacy Foundation scholarship, they will receive a preference for renewal provided they writ Growing Friends of Helena PO Box 709 Helena MT 59624 N/A PC Assist with community efforts to plant trees and shrubs 250 Various Higher Education Institutio Various-see schedule attached Various MT 59601 N/A PC College scholarships. 202000 WestMont 2708 Bozeman Ave Helena MT 59601 N/A PC Assistance with capital improvements projects. 33600 Special Olympics Montana PO Box 3507 Great Falls MT 59403 N/A PC Assist with general operations. 250 Angel Fund PO Box 7436 Helena MT 59604 N/A PC Provide coats for students. 1000 Helena YMCA 1200 Last Chance Gulch Helena MT 59601 N/A PC Capital campaign. 5500 Carroll College 1601 N Benton Ave Helena MT 59625 N/A PC Assist with facilty improvements. 97512 Big Brothers and Sisters 30 W 6th Ave Helena MT 59601 N/A PC Assist with general operations. 100 Helena Symphony Society PO Box 1073 Helena MT 59624 N/A PC Assist with funding support for operations. 2000 Salish Kootenai College 58138 US Hwy 93 Pablo MT 59855 N/A PC Higher education scholarships. 2500 Student Assistance Foundation 2500 Broadway Helena MT 59601 N/A PC Assist with funding general operations. 6000 Intermountain Childrens Home 500 South Lamborn Helena MT 59601 N/A PC Capital campaign. 50000 Good Samaritan PO Box 5177 Helena MT 59601 N/A Public Assist with funding of general operations. 500 Habitat for Humanity PO Box 459 Helena MT 59624 N/A PC For assistance with capital improvements. 40000 Aware 616 Helena Ave Ste 305 Helena MT 59601 N/A PC Assist with purchase of playground equipment. 32500 Child Care Connection 1600 Ellis St Unit 1A Bozeman MT 59715 N/A PC Assist with purchase of desks. 4500 Helena Civic Center 340 Neill Ave Helena MT 59601 N/A PC Assist with funding general operations. 200 Helena Education Foundation PO Box 792 Helena MT 59624 N/A PC Assist with support of education. 5000 Lewis Clark Literacy Council PO Box 67 Helena MT 59624 N/A PC Funding for new books. 2000 Montana Food Bank 5625 Expressway Missoula MT 59808 N/A PC Provide assistance for food for the needy. 10000 Montana Shares PO Box 883 Helena MT 59624 N/A PC Assist with funding general operations. 2000 NAMI 616 Helena Ave Ste 218 Helena MT 59601 N/A PC Provide assistance for general operations. 500 Rialto Community Theater PO Box 874 Deer Lodge MT 59722 N/A PC Assist with funding of capital campaign. 10000 Special K Ranch PO Box 479 Columbus MT 59019 N/A PC Funding for new building. 35000 Veterans of Foreign Wars MT PO Box 4789 Ft Harrison MT 59636 N/A PC For military veterans. 5000 Yellowstone Foundation 222 East Main St Ste 301 Bozeman MT 59715 N/A PC Assist with Green Project. 25000 Career Training Institute 347 N Last Chance Gulch Helena MT 59601 N/A PC Assist with purchase of books. 27200 Forence Crittenton Home 901 N Harris Helena MT 59601 N/A Public Assist with funding of sprinkler system. 60750 Helena Food Share 1616 Lewis St Helena MT 59601 N/A PC Assist with purchase of food for the needy. 12140 Helena Kiwanis PO Box 4178 Helena MT 59604 N/A PC Assist with purchase of amplification system. 12000 Hopa Mountain Project PO Box 10892 Bozeman MT 59718 N/A PC Support for education costs. 4000 Montana Non-Profit Association 432 N Last Chance Gulch Helena MT 59601 N/A PC Assist with funding general operations. 1000 Montana Shakespeare 6137 Moondance Rd Helena MT 59601 N/A PC Funding for purchase of new stage. 5000 Myrna Loy Center 15 N Ewing Helena MT 59601 N/A PC For assistance with purchase of curtains. 19000 North Valley Hospital 1600 Hospital Way Whitefish MT 59937 N/A PC Capital campaign. 10000 Rocky Mountain Development Council PO Box 1717 Helena MT 59624 N/A PC Funding for purchase of supplies for families in need. 2500 Helena YWCA PO Box 518 Helena MT 59624 N/A PC Capital campaign. 125000 Big Sky Institute 32 S Ewing Helena MT 59601 PC Assist with purchase of copier. 850 Boys Girls Club-Great Falls 600 1st Ave SW Great Falls MT 59404 PC Assist with purchase of computer equipment. 15500 Cohesion Dance Project 1020 Argyle Helena MT 59601 PC Provide funding for general operations. 2000 Daly Mansion 251 Eastside Highway Hamilton MT 59840 PC Assist with funding for repairs. 16000 Dillon YMCA 75 Swenson Way Dillon MT 59725 PC Assist with building construction costs. 12000 Grandstreet Theatre 325 N Park Helena MT 59601 PC Assist with remodel costs. 50000 Great Falls Rescue Mission 317 2nd Ave S Great Falls MT 59401 PC Assist with remodel costs. 12000 Humane Society of NW Montana PO Box 221 Kalispell MT 59903 PC Assist with purchase of washing system. 4400 Kay McKenna Youth PO Box 1260 Helena MT 59624 PC Provide assistance for summer youth programs. 1000 Knights of Columbus 2201 Chestnut Helena MT 59601 PC For assistance with general operations. 1000 Lewis and Clark 4-H 100 W Custer Ave Helena MT 59601 PC To assist with purchase of supplies. 1500 Make a Wish Foundation 175 N 27th St Ste 1214 Billings MT 59101 PC To provide assistance with general operations. 4000 Montana Preservation Alliance 120 Reeders Alley Helena MT 59601 PC Assist with reroofing costs. 10000 Prickley Pear Land Trust 21 N Last Chance Gulch Helena MT 59601 PC Assist with funding general operations. 800 Thrive 400 E Babcock St Bozeman MT 59715 PC Assist with purchase of a workstation. 10000 A Carousel for Missoula 101 Carousel Dr Missoula MT 59802 PC Assistance with funding for addition. 50000 All Abilities Playground 420 Eddy Ave Missoula MT 59801 PC Assist with purchase of playground equipment. 5000 Big Brothers Sisters - GF 18 6th St N Suite 26 Great Falls MT 59401 PC For assistance with the purchase of a copier and telephones. 15000 Bitterroot Theraputic 599 Popham Lane Corvallis MT 59828 PC To assist with funding for a scholorship. 1000 Broadwater Health Center 110 N Oak St Townsend MT 59644 PC Assist with purchase of medical equipment. 150000 Butte County School District PO Box 69 Arco ID 83213 GOV To assist with the purchase of computers. 2500 Camp Bighorn 1850 M Highway 135 Plains MT 59859 PC For assistance with the purchase of canoes. 1500 Center for Mental Health 900 N Jackson St Helena MT 59601 PC For assistance with building project. 20000 Clancy Old Red School House 9 N Main St Clancy MT 59634 PC To assist with window replacement. 10000 Community Foundation PO Box 2199 Livingston MT 59047 PC Assist with general operations. 500 Cooperative Health Center 1930 9th Avenue Helena MT 59601 GOV For dental equipment for treating needy individuals. 30000 Ecolog Project Inc 3400 Centennial Helena MT 59601 PC For window replacements. 34000 Elliston School PO Box 160 Elliston MT 59728 GOV For capital campaign for local school. 30000 Farming for the Future 13 St E Columbia Falls MT 59912 PC For garden equipment. 5000 Families First 225 W Front St Missoula MT 59802 PC For renovation costs. 7500 Flathead Biological Station 32125 Bio Station Lane Polson MT 59860 PC For the purchase of a boat motor. 22995 Highwood Commericial Club 999 Chestnut Ave Highwood MT 59450 PC For paving at the facility. 25450 Holy Spirit Catholic School 2820 Central Ave Great Falls MT 59401 PC For the purchase of books for school. 20000 KaBoom 4301 Connecticut Ave Suite MF-1 Washington DC 20008 PC For playground equipment. 1200 Loyola Sacred Heart 300 Edith Ave Missoula MT 59801 PC To assist with funding of renovation. 50000 MAPS PO Box 750 Darby MT 59829 PC For the purchase of equipment. 6000 Missoula Children's Theatre 200 N Adams St Missoula MT 59802 PC For the purchase of flooring. 35000 Missoula Butterfly House PO Box 8885 Missoula MT 59807 PC For the purchase of exhibit. 15000 Mountain Home Montana 2606 S Ave W Missoula MT 59804 PC For improvement costs. 27000 Parents of Ivory Children 611 S 8th Bozeman MT 59715 PC For the purchase of books. 3000 Polson School District 111 4th Ave Polson MT 59860 GOV For the purchase of stage curtains. 4000 Shane Lalani Center PO Box 58 Livingston MT 59047 PC For new door and remodel costs. 20000 Sheridan Public Library 109 E Hamilton St Sheridan MT 59749 GOV For assistance with costs of addition. 15000 Stephensville Soccer PO Box 383 Stevensville MT 59870 PC For field construction. 40000 St Mary's School 2620 W State St Boise ID 83702 PC For the purchase of books. 3000 St Pat's Cancer Center 900 N Orange St Suite 201 Missoula MT 59806 PC For the purchase of televisions. 3500 Thompson Hickman Library PO Box 128 Virginia City MT 59755 GOV For assistance with building construction. 25000 Tri-Agency Drug Force 520 4th St Havre MT 59501 PC For the purchase of forensic tools. 9085 Twin Bridges Senior Center PO Box 7 Twin Bridges MT 59754 PC For remodel costs. 30000 Yellowstone Nature Connection PO Box 264 West Yellowstone MT 59758 PC For book purchase. 1000 YWCA Billings 909 Wyoming Ave Billings MT 59101 PC For remodeling costs. 25000 Whitefish Theatre 1 Central Ave Whitefish MT 59937 PC For remodel costs. 25000 Zootown 235 N 1st Missoula MT 59802 PC For remodeling costs. 25000 1785782 14 1478631 14 880793 2359424 2359424 false false false false false false false false false false 7525 2000 0 5525 Computer equipment 2010-09-02 1746 1592 SL 0.2000 154 Desk 2011-02-21 2100 1114 SL 0.1428 300 Chair 2011-04-18 475 252 SL 0.1428 68 New computer 2012-08-01 825 236 SL 0.1429 118 Furniture and Fixtures 5996 4684 1312 Machinery and Equipment 1000 Legal fees 71 71 0 0 Revisions to securities prior year tax basis 7689 Bad debt - uncollectible note receivable 7260 7260 Dues & subscriptions 1689 614 1075 Insurance expense 2117 500 1617 Miscellaneous expense 1133 283 850 Office Expense 2966 759 2207 Parking 689 172 517 Postage 586 99 487 Scholarship Selection Committee 600 600 Software Expense 3798 950 2848 Telephone 2478 990 1488 Workers Comp Insurance 581 145 436 Contract services 400 100 0 300 Investment custodian - DA Davidson 9540 9540 0 0 Investment custodian - RBC Wealth Mgmt 30928 30928 0 0 Investment custodian - Stifel Nicholaus 69118 69118 0 0 Investment custodian - Wells Fargo 61213 61213 0 0 Federal Taxes Paid 13651 Foreign Taxes Paid 6979 6979