2014-07-29T10:38:42-07:00 2013-12-31 Dan Gruber & Co 501 N Sanders Street Helena MT 59601 990PF 2013-01-01 810270257 Treacy Foundation TREA 4064433549 PO Box 1479 Helena MT 59624 Kimmy Skiftun Executive Director 2014-07-24 true Dan Gruber CPA P00024405 4064429112 2013 2015-12-30 17:16:21Z X 39955034 X X 1380044 1380044 1067171 8308434 1067171 123963 123963 2571178 2571178 68000 17000 51000 4711 1178 3533 272 272 6809 2000 4809 43111 6409 36702 835 835 17999 4500 13499 1606 437 1169 180533 173478 7055 323876 206109 117767 1708115 1708115 2031991 206109 1825882 539187 2365069 14671 1745320 2959178 2959178 7260 11285 7260 7260 10589664 8312516 8456274 15249992 15129184 20876004 5777136 7498907 7653518 5996 4044 2787 1952 1500 1300 1300 1300 33392155 33910297 39955034 1375 1603 1375 1603 X 33390780 33908694 33390780 33908694 33392155 33910297 33390780 539187 33929967 21273 33908694 1067171 86368 false 1243733 36516068 0.03406 1068439 35431239 0.03016 639408 26220467 0.02439 221252 4257653 0.05197 166743 2710209 0.06152 0.20209 0.04042 38362748 1550546 23651 1574197 1825882 X 23651 23651 23651 36000 10000 46000 22349 10000 12349 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 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 4711 NONE Wells Fargo PO Box 95021 Henderson NV 890095021 Investment advisor 57949 Stifel Nicolaus One Financial Plaza 501 N Broadway St Louis MO 63102 Investment advisor 74232 36609345 2327547 10060 38946952 0 38946952 584204 38362748 1918137 1918137 23651 23651 1894486 1894486 1894486 1825882 1825882 23651 1802231 1894486 1718630 1825882 1718630 0 107252 1787234 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 sophomore 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 wri Archie Bray Foundation 2915 County Club Avenue Helena MT 59602 PC Capital campaign match. 25000 Healthy Mothers Healthy Babies 400 N Park Ave Helena MT 59601 PC Assist with purchases of cribs. 7815 Growing Friends of Helena PO Box 709 Helena MT 59624 PC Assist with community efforts to plant trees and shrubs 250 Various Higher Education Institutio Various Various MT 59601 PC College scholarships. 181000 WestMont 2708 Bozeman Ave Helena MT 59601 PC Assistance with capital improvements projects. 33500 Angel Fund PO Box 7436 Helena MT 59604 PC Provide coats for students. 1000 Helena YMCA 1200 Last Chance Gulch Helena MT 59601 PC Capital campaign. 192500 Carroll College 1601 N Benton Ave Helena MT 59625 PC Assist with facilty improvements. 97515 Big Brothers and Sisters 30 W 6th Ave Helena MT 59601 PC Assist with purchase of copier. 5100 Helena Symphony Society PO Box 1073 Helena MT 59624 PC Assist with funding support for operations. 29500 Salish Kootenai College 58138 US Hwy 93 Pablo MT 59855 PC Higher education scholarships. 2500 Student Assistance Foundation 2500 Broadway Helena MT 59601 PC Assist with funding general operations. 5000 Holter Museum of Art 12 East Lawrence Helena MT 59601 PC Assist with purchase of computer equipment. 5000 Intermountain Children's Home 500 South Lamborn Helena MT 59601 PC Capital campaign. 50000 Aware 616 Helena Ave Ste 305 Helena MT 59601 PC Capital campaign. 25000 Civic Center 340 Neill Ave Helena MT 59601 PC Assist with purchase of new sound system. 30300 Exploration Works 995 Carousel Way Helena MT 59601 PC Assist with purchasing displays. 10000 Farm in the Dell-Butte 1208 Poplar Helena MT 59601 PC Assistance with funding capital campaign. 30000 Helena Education Foundation PO Box 792 Helena MT 59624 PC Assist with support of education. 5000 Lewis Clark Literacy Council PO Box 67 Helena MT 59624 PC Funding for new books. 3000 Montana Food Bank 5625 Expressway Missoula MT 59808 PC Provide assistance for food for the needy. 10000 NAMI 616 Helena Ave Ste 218 Helena MT 59601 PC Provide assistance for general operations. 500 Toys for Tots PO Box 6896 Helena MT 59604 PC Assist with funding the purchase of toys. 1000 Veterans of Foreign Wars MT PO Box 4789 Ft Harrison MT 59636 PC Funding for general operations. 5000 Association of Small Foundations 1720 N Street NW Washington DC 20036 PC Funding for general operations. 1000 Career Training Institute 347 N Last Chance Gulch Helena MT 59601 PC Assist with purchase of computer equipment. 11000 Friendship Center 1430 N Sanders Helena MT 59601 PC General support for homeless women. 100 Helena Food Share 1616 Lewis St Helena MT 59601 PC Assist with purchase of food for the needy. 12000 Helena Kiwanis PO Box 4178 Helena MT 59604 PC Assist with purchase of amplification system. 6000 Hopa Mountain Project PO Box 10892 Bozeman MT 59718 PC Support for education costs. 4000 Lewis Clark Library Foundation 120 S Last Chance Gulch Helena MT 59601 PC Assist with purchase of computer system. 20000 Montana Non-Profit Association 432 N Last Chance Gulch Helena MT 59601 PC Assist with funding general operations. 1000 Museum of the Rockies 600 W Kagy Blvd Bozeman MT 59717 PC Funding for puchase of displays. 10000 Our Lady of Lourdes 13th Street S Great Falls MT 59405 PC Funding for purchase of new roof. 60000 Rocky Mountain Development Council PO Box 1717 Helena MT 59624 PC Funding for purchase of supplies. 1000 Helena YWCA PO Box 518 Helena MT 59624 PC Capital campaign. 150070 ACLU Foundation PO Box 1317 Helena MT 59624 PC To assist with purchase of computer equipment. 5000 Animal Foundation of Great Falls PO Box 3426 Great Falls MT 59403 PC Capital campaign. 50000 Big Sky Institute 32 S Ewing Helena MT 59601 PC Assist with purchase of copier. 7500 Boys Girls Club-Great Falls 600 1st Ave SW Great Falls MT 59404 PC Assist with purchase of computer equipment. 15000 Bruin Wrestling Club 100 Valley Drive Helena MT 59601 PC Assist with purchase of wrestling mats. 3000 Child Care Connection 1600 Ellis St Unit 1A Bozeman MT 59715 PC Assist with purchase of desks. 4500 City Life 1515 Fairview Ave Missoula MT 59801 PC Assist with funding of remodel costs. 55000 Cohesion Dance Project 1020 Argyle Helena MT 59601 PC Provide funding for general operations. 500 Daly Mansion 251 Eastside Highway Hamilton MT 59840 PC Assist with purchase of tent used at facility. 18000 Dillon YMCA 75 Swenson Way Dillon MT 59725 PC Assist with purchase of supplies. 10000 Flathead Food Bank 1203 Hwy 2 W Kalispell MT 59901 PC Assist with food purchases for the needy. 10000 Foundation for Animals PO Box 389 Helena MT 59624 PC To assist with purchase of cages for animals. 10000 Grandstreet Theatre 325 N Park Helena MT 59601 PC Assist with purchase of lighting. 10000 Granite County Medical PO Box 729 Phillipsburg MT 59858 PC To assist with purchase of beds for nonprofit hospital. 50000 Great Falls Rescue Mission 317 2nd Ave S Great Falls MT 59401 PC Assist with purchase of beds. 20000 Great Falls Symphony PO Box 1078 Great Falls MT 59401 PC Assist with purchase of music. 1500 Helena Indian Alliance 501 Euclid Ave Helena MT 59601 PC Assist with purchase of roof. 55000 Helena Recreation Foundation 66 Hill Brothers Road Clancy MT 59634 PC Assist with purchase of dog houses. 1000 Humane Society of NW Montana PO Box 221 Kalispell MT 59903 PC Assist with purchase of air conditioners. 5000 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. 500 Lewis and Clark 4-H 100 W Custer Ave Helena MT 59601 PC To assist with purchase of supplies. 2875 Lewis Clark Fairgrounds 98 W Custer Ave Helena MT 59601 PC To assist with fairgrounds operations. 1000 Libby School District 724 Louisiana Ave Libby MT 59923 PC To assist with replacement of roof. 46000 Make a Wish Foundation 175 N 27th St Ste 1214 Billings MT 59101 PC To provide assistance with general operations. 2000 Mariah Challenge PO Box 66 Butte MT 59703 PC Assist with providing scholarships. 3000 Milk River Inc 219 2nd Ave S Glasgow MT 59230 PC Assist with flooring purchase as developmentally disabled individual center. 18750 Miriam Chapter Easter Star 1225 Birch St Suite A Helena MT 59601 PC Assist with organ repair. 2000 Montana Fly-Fishing Waters PO Box 1798 Helena MT 59624 PC Assist with purchase of boats. 18000 Montana Historical Society PO Box 201201 Helena MT 59624 PC Assist with purchase of shelving. 50500 Montana Land Reliance PO Box 355 Helena MT 59624 PC Assist with purchase of automobile. 5000 Montana Preservation Alliance 120 Reeders Alley Helena MT 59601 PC Assist with reroofing costs. 5000 Montana State University Foundation PO Box 172750 Bozeman MT 59717 PC Capital campaign. 39000 Montana Veterans Foundation 1112 Leslie Ave Helena MT 59601 PC To assist with purchase of beds for veterans. 12000 Mount Mary 1105 W 8th St Yankton SD 57078 PC Assist with general operations. 1000 North Valley Hospital 1600 Hospital Way Whitefish MT 59937 PC Capital campaign. 10000 Pads for Paws PO Box 287 Helena MT 59624 PC Assist with purchase of food for dogs. 1000 Plentywood Education 100 E Laurel Plentywood MT 59254 PC Assist with purchase of computer equipment. 5000 Powell County Foundation 1106 Main St Deer Lodge MT 59722 PC Assist with purchase of tent. 5000 Prickley Pear Land Trust 21 N Last Chance Gulch Helena MT 59601 PC Assist with purchase of computer equipment. 3040 Queen City Ballet 8 W Lawrence St Helena MT 59601 PC Assist with funding for general operations. 1000 Ryan United 800 E Sixth Ave Helena MT 59601 PC Assist with purchase of supplies. 1500 Save the Star PO Box 536 Whitehall MT 59759 PC Capital campaign. 30000 Senior Citizens of Lincoln 206 E 2nd St Libby MT 59923 PC Capital campaign. 20000 Snowy Mountain Industries 132 Wunderlin St Lewistown MT 59457 PC Capital campaign. 50000 Thrive 400 E Babcock St Bozeman MT 59715 PC Assist with purchase of desks. 10000 Union Gospel Mission 10450 Mullen Rd Missoula MT 59808 PC Assist with the purchase of supplies. 1300 1708115 14 1380044 14 123963 14 1067171 2571178 2571178 false false false false false false false false false false Accounting fees 6809 2000 0 4809 Stifel Nicolaus Wells Fargo Computer equipment 2010-09-02 1746 1243 54 0.2000 349 Desk 2011-02-21 2100 814 58 0.1429 300 Chair 2011-04-18 475 184 58 0.1429 68 New computer 2012-08-01 825 118 58 0.1429 118 Furniture and Fixtures 5996 4044 1952 1500 Legal fees 272 272 0 0 Rent Deposit 1300 1300 1300 Tax basis revisions to marketable securities 21273 Bad debt - uncollectible note receivable 10276 10276 Dues 1440 365 1075 Insurance expense 2118 500 1618 Investment Fees 156456 156456 Miscellaneous expense 166 166 Office Expense 1197 218 979 Postage 486 148 338 Scholarship Selection Committee 450 450 Software Expense 5081 4786 295 Telephone 2220 593 1627 Workers Comp Insurance 643 136 507 Other Investment Income 123963 123963 Rounding 1 1 Federal Taxes Paid 36702 36702 Foreign Taxes Paid 6409 6409