2026-05-15T14:59:53-05:00 2025-06-30 853893874 PUZDRAK AND STORTZ LLC 11589 JOLLYVILLE RD AUSTIN TX 78759 990 2024-07-01 810449307 THE FOUNDATION FOR THE DIOCESE OF HELENA INC FOUN 4063890751 PO BOX 1729 HELENA MT 59624 DANIEL THIES EXECUTIVE DIRECTOR 4063890751 2026-05-15 1 1 MARK PUZDRAK CPA P01296839 5128272900 2026-05-15 X 2024 2025-03-06 01:10:19Z DANIEL THIES PO BOX 1729 HELENA MT 59624 19768407 0 X FDOH.ORG X 1978 MT THE FOUNDATION'S MISSION IS TO SERVE AND STRENGTHEN THE PEOPLE, PARISHES, MINISTRIES AND APOSTOLIC MISSION OF THE ROMAN CATHOLIC DIOCESE OF HELENA (REFERRED TO AS "THE DIOCESE" IN THIS RETURN). 14 14 3 14 0 0 21100971 15996506 2000 2000 1393446 1949952 1810015 1122651 24306432 19071109 96666 79765 0 0 261680 285730 1723359 965069 1176475 16700579 16408764 18782284 17739328 5524148 1331781 61595573 71903287 13731455 19260283 47864118 52643004 THE FOUNDATION'S MISSION IS TO SERVE AND STRENGTHEN THE PEOPLE, PARISHES, MINISTRIES AND APOSTOLIC MISSION OF THE ROMAN CATHOLIC DIOCESE OF HELENA (REFERRED TO AS "THE DIOCESE" IN THIS RETURN). 0 0 16415698 79764 GRANTS AND DISTRIBUTIONS: DISTRIBUTIONS MADE BY THE FOUNDATION OF ITS DONOR-DIRECTED TEMPORARY AND PERMANENT ENDOWMENT FUNDS TOTALED NEARLY $1.45 MILLION. THE FOUNDATION ALSO MADE GRANTS FROM ITS OWN UNRESTRICTED RESOURCES IN THE AMOUNT OF $79,764 TO HELP PROVIDE FUNDING FOR PARISHES OR PROGRAMS LACKING MONEY FOR SPECIFIC MINISTRIES OR PROJECTS AND TO ASSIST PARISHES WITH UNRESTRICTED RESOURCES. ADDITIONALLY, THE FOUNDATION BOARD DESIGNATED ITS OWN UNRESTRICTED RESOURCES DURING THE FISCAL YEAR AS FOLLOWS: $4,999 TO VARIOUS ENDOWMENT FUNDS WITHIN THE FOUNDATION.THE FOUNDATION CONTINUED TO MANAGE A FIVE YEAR $30 MILLION CAPITAL CAMPAIGN TO RAISE FUNDS FOR THE PARISHES AND DIOCESE OF HELENA. 2001 BUILDING AND MANAGING PERMANENT ENDOWMENTS: THE FOUNDATION SOLICITS AND MANAGES GIFTS TO PERMANENT ENDOWMENTS TO SUPPORT THE PARISHES AND MINISTRIES OF THE DIOCESE OF HELENA. OVER $45 MILLION IN ENDOWED FUNDS ARE PROFESSIONALLY MANAGED BY THE FOUNDATION, INVESTED IN ADHERENCE TO THE PRINCIPALS OF SOCIALLY RESPONSIBLE INVESTING AS OUTLINED BY THE UNITED STATES CONFERENCE OF CATHOLIC BISHOPS. ENDOWMENT BENEFICIARIES RECEIVE QUARTERLY ENDOWMENT STATEMENTS REFLECTING INVESTMENT ACTIVITY AND FUND BALANCES. CHARITABLE PLANNING EXPERTISE: THE FOUNDATION PROVIDES ANNUAL ESTATE PLANNING AND PLANNED GIVING EDUCATION IN EVERY DEANERY ACROSS THE DIOCESE OF HELENA AND UPON REQUEST FOR AN INDIVIDUAL PARISH/SCHOOL/MINISTRY. CHARITABLE GIFT ANNUITY PROGRAM ADMINISTRATION IS PROVIDED BY THE FOUNDATION, ALLOWING DONORS WITH EASY ACCESS TO THE MONTANA ENDOWMENT TAX CREDIT. THE FOUNDATION ESTABLISHES NAMED ENDOWMENT FUNDS FOR DONORS, ALLOWING THEM TO PROVIDE A STEADY STREAM OF INCOME THAT THEIR CHOSEN PARISH/SCHOOL/MINISTRY CAN COUNT ON IN PERPETUITY. DONORS ESTABLISHING NAMED ENDOWMENT FUNDS RECEIVE ANNUAL ENDOWMENT STATEMENTS REFLECTING INVESTMENT ACTIVITY, DISTRIBUTIONS TO THEIR DESIGNATED MINISTRY, AND FUND BALANCES. 16415698 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 7 0 3 1 0 0 0 0 0 0 1 2 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X DANIEL THEIS 4063890751 PO BOX 1729 HELENA MT 59624 RONA DAVISON CPA PRESIDENT 1.00 X X 0 0 0 ERICA MATELICH VICE PRESIDENT 1.00 X X 0 0 0 FR JOE FLEMING SECRETARY 1.00 X X 0 0 0 CARL RUMMEL CGMA CPA TREASURER 1.00 X X 0 0 0 DWIGHT O'HARA TRUSTEE 1.00 X X 0 0 0 JOHN TALIA CPA IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SHANNON CURRY TRUSTEE 1.00 X 0 0 0 LORRAINE DEBRUYCKER TRUSTEE 1.00 X 0 0 0 TIM FOX TRUSTEE 1.00 X 0 0 0 FR TOM HAFFEY TRUSTEE 1.00 X 0 0 0 DEACON CHARLIE HARBALL TRUSTEE 1.00 X 0 0 0 LAURA HUMBERGER CPA PMP MBA TRUSTEE 1.00 X 0 0 0 KATHY SAMPSON CPA TRUSTEE 1.00 X 0 0 0 JIM MCDONALD CPA TRUSTEE 1.00 X 0 0 0 JENNIFER SCHMITT TRUSTEE 1.00 X 0 0 0 DANIEL THIES EXECUTIVE DIRECTOR 40.00 X 107873 0 3400 107873 0 3400 1 0 0 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE NEW YORK NY 10022 CAPITAL CAMPAIGN SERVICES 965069 1 15996506 15996506 MGT FEES- ANNUITY 523940 2000 2000 2000 1801843 1801843 1 0 1 1 1 845407 697298 148109 148109 148109 REIMBURSEMENT FOR CAMPAIGN EXPENS 900099 1122650 1122650 1122650 19071109 2001 0 3072602 79765 79765 107873 66881 35598 5394 149757 26594 87292 35871 7642 4738 2522 382 973 603 321 49 19485 12081 6430 974 462 462 965069 965069 507289 507289 56833 56833 2500 1250 1250 13820 4236 5348 4236 1918 959 959 10899 3633 3633 3633 819 471 80 268 1676 1676 41108 40767 341 527 527 CAPITAL CAMPAIGN DISTRI 14175688 14125690 49998 ENDOWMENT DISTRIBUTIONS 1475524 1475524 DONOR DEVELOPMENT 76554 1312 75242 PRINTING 19671 2671 2671 14329 23476 3412 1243 18821 17739328 16415698 147155 1176475 9013 13138 4453051 1451271 13144782 17387537 67733 14242 183726 469678 3624138 458183 3207065 3165955 35469163 44338343 4037671 4000000 1020 1020 1022349 1062103 61595573 71903287 47110 46534 148931 362202 13535414 18851547 13731455 19260283 X 1085122 591112 46778996 52051892 47864118 52643004 61595573 71903287 X 1331781 3405717 7797 33591 X X 0 1 X 1 0 X 382794 884767 3206994 21100971 16004302 41579828 382794 884767 3206994 21100971 16004302 41579828 4623 41575205 712603 809356 942938 1056190 1733709 5254796 1572 1810014 1122650 2934236 49768860 0.83540 0.79760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CAMPAIGN REIMBURSEMENTS - 2023 AMOUNT: $ 1,810,014. 2024 AMOUNT: $ 1,122,650. CHANGE IN ALLOWANCE FOR DOUBTFUL PLEDGES - 2020 AMOUNT: $ 857. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 715. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37579455 5510573 4483509 25521 1474426 438547 45635043 33669539 1452175 4087675 24134 1177768 428032 37579455 31071157 654260 3566005 22844 1174370 424669 33669539 35240118 940894 -3746554 20187 995064 348050 31071157 29994952 490900 6125471 17830 966629 386746 35240118 0.01910 0.98090 0 0 1952403 1952403 1630750 417880 1212870 40985 40303 682 3165955 TRINITY RESTORATION 4000000 C 4000000 CONTRIBUTION PAYABLE TO RELATED PARTY 3516518 ANNUITY OBLIGATION 385319 GRANT & DISTRIBUTION PAYABLE-CAPITAL CAMPAIGN 14933289 ACCRUED LIABILITIES 16421 18851547 X 22116581 3405717 113453 33591 3552761 18563820 507289 507289 19071109 17337696 105657 105657 17232039 507289 507289 17739328 PART V, LINE 4: THE FOUNDATION USES ENDOWMENT FUNDS TO PRIMARILY PROVIDE CHARITABLE GIFTS TO BENEFIT THE ROMAN CATHOLIC DIOCESE OF HELENA AND ITS PARISHES AND MINISTRIES. IN ADDITION, IT PROVIDES GRANTS TO PUBLIC CHARITIES WORKING WITH THE MINISTRIES, USUALLY FOR PROVIDING HOUSING, FOOD AND SHELTER. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO EVALUATE THE LIKELIHOOD THAT ITS UNCERTAIN TAX POSITIONS WILL PREVAIL UPON EXAMINATION AND IS BASED ON THE REGULATIONS, REVENUE RULINGS, AND COURT DECISIONS AND OTHER EVIDENCE. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. INCOME TAX RETURNS REMAIN OPEN TO EXAMINATION BY THE FEDERAL AND STATE TAXING AUTHORITIES FOR THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 33,591. X X X X 0 COMMUNITY COUNSELLING SERVICE CO LLC 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAMPAIGN SERVICE 0 10063109 965069 9098040 10063109 965069 9098040 CA FL HI IL KS KY MA MN MS NH NJ NY NC ND PA SC TN VA 1 ROMAN CATHOLIC BISHOP OF HELENA- DIOCESE OF HELENA PO BOX 1729 HELENA MT 59624 810231797 501(C)(3) 79764 0 UNRESTRICTED DONATIONS TO THE MINISTRY. 1 PART I, LINE 2: THE FOUNDATION'S PROGRAMS ARE PRIMARILY LIMITED TO PROVIDING CHARITABLE GRANTS TO BENEFIT THE DIOCESE OF HELENA AND ITS PARISHES AND MINISTRIES. IN ASSOCIATION WITH THIS PURPOSE, THE FOUNDATION FROM TIME TO TIME PROVIDES GRANTS TO PUBLIC CHARITIES WORKING WITH THE MINISTRIES, USUALLY TO PROVIDE HOUSING, FOOD OR SHELTER. IN SUCH SITUATIONS, THE FOUNDATION WILL REQUEST PROPOSALS DETAILING THE USE OF FUNDS TO BE GRANTED AND WILL REQUIRE PERIODIC WRITTEN REPORTS CONCERNING THE USE OF GRANT FUNDS AND AN ACCOUNTING OF HOW GRANT FUNDS WERE USED. THIS WILL ALL BE SUBJECT TO THE PROCEDURES AND POLICIES OF THE BOARD. X 33 1070540 FMV 0 0 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS ARE REPORTED IN PART I COLUMB B. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. IT IS THEN DISTRIBUTED TO THE FULL BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD AND STAFF ARE COVERED UNDER THIS POLICY. EACH YEAR EVERY MEMBER OF THE BOARD MUST REVIEW, UPDATE, AND SIGN OUR CONFLICT OF INTEREST STATEMENT WHICH IS KEPT ON FILE AT THE FOUNDATION AND REVIEWED BY THE EXECUTIVE DIRECTOR TO SEE WHAT LEVEL ANY CONFLICT IS AT AND MAKE AN ASSESSMENT ON WHAT RESTRICTIONS OUGHT TO BE PUT IN PLACE. THERE WERE NO RESTRICTIONS IMPOSED THIS YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR HAS A PERFORMANCE REVIEW BY THE EXECUTIVE COMMITTEE. THE FOUNDATION PARTICIPATES IN THE ANNUAL SALARY SURVEY THROUGH ASSOCIATED EMPLOYERS AND DATA RECEIVED FROM THIS IS USED WHEN MAKING SALARY CHANGES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION WEBSITE. OTHER DOCUMENTS ARE RETAINED IN A FIRE-PROOF FILING CABINET AT THE FOUNDATION AND ARE AVAILABLE TO REVIEW UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT 33,591. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LEGENDARY HOLDINGS LLC PO BOX 1729 HELENA MT 59624 REAL ESTATE HOLDING OF LEGENDARY LODGE MT 1 3165274 THE FOUNDATION FOR THE DIOCESE OF HELENA INC FDOH MISSION ADVANCEMENT LLC PO BOX 1729 HELENA MT 59624 FUNDRAISING MT 10170364 17765092 THE FOUNDATION FOR THE DIOCESE OF HELENA INC 1 1