2023-08-10T17:54:29-05:00 2022-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC P O BOX 1398 WHITEFISH MT 599371398 990 2022-01-01 810533002 WHITEFISH COMMUNITY FOUNDATION INC WHIT 4068631781 PO BOX 1060 WHITEFISH MT 599371060 ARDYCE WHISLER CURRENT BOARD CHAIR 4068631781 2023-07-19 1 ARDYCE WHISLER 999009999 0 SALLIE A BROWN CPA P00895220 4068622597 2023-07-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA MAETZOLD PO BOX 1060 WHITEFISH MT 599371060 21896288 0 X WHITEFISHCOMMUNITYFOUNDATION.ORG X 2000 MT THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO ENRICH THE QUALITY OF LIFE IN THE FLATHEAD VALLEY BY FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 20 20 5 30 0 0 16351954 12615926 26732 27360 2775758 1571186 59659 65262 19214103 14279734 9354217 10906344 0 0 385834 468516 0 0 60000 404379 432733 10144430 11807593 9069673 2472141 55891446 51543713 4377378 4440597 51514068 47103116 X THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 0 0 509127 429724 WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $429,724 TO 45 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES, INCLUDING 3 MAJOR GRANTS TOTALING $65,000 WHICH HELPED LAND TO HAND RELOCATE THEIR BUILDING, FUNDED HOUSING WHITEFISH'S FIRST STAFF MEMBER, AND AIDED PROJECT WHITEFISH KIDS IN CONSTRUCTING SIX PICKLEBALL COURTS AT SMITH FIELDS SPORTS COMPLEX. WCF ALSO AWARDED EMERGENCY GRANTS TOTALING $85,000 TO HELP SAMARITAN HOUSE PROVIDE TEMPORARY SHELTER AND SERVICES THOSE DISPLACED BY THE FAIRBRIDGE INN CLOSURE, TO HELP FLATHEAD WARMING SHELTER REPLACE THEIR FAILING ROOF, AND HELP WHITEFISH COMMUNITY SCHOOL REPAIR THEIR FLOOD-DAMAGED BASEMENT. 5329546 5061822 GREAT FISH COMMUNITY CHALLENGE: A SIX-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 70 NONPROFITS RAISE OVER $4.2M AND THE FOUNDATION AWARDED AN ADDITIONAL $808,405 IN MATCHING GRANTS PLUS $21,950 IN INCENTIVE GRANTS. THE ORGANIZATION ALSO PROCESSED ALL GIFTS AND PROVIDED ALL PRINTED MATERIALS, ADVERTISING, AND MARKETING AT AN APPROXIMATE COST TO THE ORGANIZATION OF OVER $300,000. 5416635 5193151 27360 CHARITABLE FUNDS: HELD AND ADMINISTERED CHARITABLE FUNDS INCLUDING DONOR ADVISED FUNDS, DESIGNATED FUNDS, ANNUITY FUNDS AND AGENCY FUNDS WHICH PAID OUT GRANTS AND SCHOLARSHIPS TOTALING OVER $5.2M TO CHARITABLE ORGANIZATIONS AND PROVIDED $218,000 IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES. 329844 219897 OTHER PROGRAM: HELD AND ADMINISTERED 38 ENDOWMENT FUNDS TOTALING OVER $15,000,000 FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $208,189 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS. 36039 1750 WORKSHOPS: OFFERED 8 FREE WORKSHOPS FOCUSED ON KEY AREAS OF NONPROFIT MANAGEMENT TO IMPROVE OVERSIGHT, TRANSPARENCY, GOVERNANCE, OPERATIONS AND FUNDRAISING. ALSO HOSTED QUARTERLY NONPROFIT EXECUTIVE DIRECTOR ROUNDTABLES. 365883 221647 11621191 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 4068631781 PO BOX 1060 WHITEFISH MT 599371060 ARDYCE WHISLER BOARD CHAIR 2.00 X X 0 0 0 GREG GARRISON SECRETARY/TREASURER 2.00 X X 0 0 0 LINDA MAETZOLD DIRECTOR 2.00 X 0 0 0 CAROL ATKINSON DIRECTOR 1.00 X 0 0 0 JOHN COLLINS DIRECTOR 1.00 X 0 0 0 JEFF ALLEN DIRECTOR 0.50 X 0 0 0 SHERRY LESAR DIRECTOR 1.00 X 0 0 0 JANICE CASE DIRECTOR 0.50 X 0 0 0 MONICA PASTOR DIRECTOR 1.00 X 0 0 0 GORDON CROSS DIRECTOR 1.00 X 0 0 0 DOUG REED DIRECTOR 1.00 X 0 0 0 JAMIE SHENNAN DIRECTOR 1.00 X 0 0 0 JAY LATIMER DIRECTOR 0.50 X 0 0 0 KEN WESSELS DIRECTOR 1.00 X 0 0 0 JOHN WITT DIRECTOR 0.50 X 0 0 0 MAUREEN CASEY DIRECTOR 0.50 X 0 0 0 CAELI QUINN DIRECTOR 0.50 X 0 0 0 LUCY SMITH DIRECTOR 0.50 X 0 0 0 DAVID DITTMAN DIRECTOR 0.50 X 0 0 0 BETSY BAYNE DIRECTOR 0.50 X 0 0 0 LINDA ENGH-GRADY PRESIDENT 45.00 X 156800 0 4290 156800 0 4290 1 0 1 0 0 12615926 1190652 12615926 ADMINISTRATIVE FEES 561000 27360 27360 27360 1424414 1424414 7603788 7457016 146772 146772 146772 212800 159538 53262 53262 RENTAL INCOME 531120 12000 12000 12000 14279734 27360 0 1636448 10906344 10906344 158090 133304 15558 9228 253902 213634 30052 10216 23645 14187 9458 32879 27729 3607 1543 139132 139132 14700 14700 10000 10000 39301 39301 8262 3908 4134 220 27782 26802 980 17797 416 16532 849 7656 3096 4385 175 19412 19412 4182 250 3932 WORKSHOP & SEMINAR EXPE 60616 27100 33516 BANK AND CREDIT CARD FE 36996 36996 PRINTING & PUBLICATIONS 30253 28529 339 1385 DUES & SUBSCRIPTIONS 9294 4216 2578 2500 7350 6247 735 368 11807593 11621191 126402 60000 495666 219099 7226737 2702762 1199029 24497 1054862 1174532 47104998 47442734 9183 4586 55891446 51543713 26574 9920 3000 18550 20650 3687064 3769741 645190 637286 4377378 4440597 X 5041471 6057229 46472597 41045887 51514068 47103116 55891446 51543713 2472141 -6883093 0 X X 0 1 X 1 0 X 11184988 6626423 9880818 16351954 12615926 56660109 11184988 6626423 9880818 16351954 12615926 56660109 554116 56105993 1000068 995080 720328 1363081 1436414 5514971 62175080 1201422 0.90240 0.91030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59 258 2683820 10747250 4328736 6669402 26570495 24302363 1 1 0 1 X 15553021 1950464 -1969457 427668 117616 14988744 12684916 962054 2377781 367866 103864 15553021 11383852 657009 1118276 390073 84148 12684916 9353028 525968 1884097 298235 81006 11383852 10163931 322303 -774445 276154 82607 9353028 0.12730 0.67300 0.19970 0 0 464947 464947 595000 20342 574658 116792 2920 113872 4328 72 4256 17962 1163 16799 1174532 PAYROLL LIABILITIES 208 VALUE OF LIFE INTEREST IN CHARITABLE GIFT ANNUITIES 637078 637286 7417047 -6883093 159538 -6723555 14140602 139132 139132 14279734 11827999 159538 159538 11668461 139132 139132 11807593 PART IV, LINE 2B: HELD NINE AGENCY FUNDS AND TWELVE QUASI-ENDOWMENT FUNDS FOR VARIOUS ORGANIZATIONS. PART V, LINE 4: THE WHITEFISH COMMUNITY FOUNDATION'S PERMANENTLY ENDOWED FUNDS PROVIDE FUNDING FOR THE MANY PROGRAMS OF THE FOUNDATION, INCLUDING THE ANNUAL COMMUNITY GRANTS PROGRAM, THE MAJOR GRANTS PROGRAM, WORKSHOPS AND TRAININGS, AND THE GREAT FISH COMMUNITY CHALLENGE PROGRAM, ALL OF WHICH BENEFIT LOCAL NONPROFIT ORGANIZATIONS. APPROXIMATELY 5% IS DISTRIBUTED EACH YEAR FOR GENERAL PROGRAM SUPPORT. THE SPENDING POLICY OF THE ENDOWMENT FUND IS REVIEWED EACH YEAR BY THE INVESTMENT COMMITTEE TO ENSURE PRUDENT MANAGEMENT OF THE FUND AND TO MAINTAIN PRINCIPAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 159,538. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 139,132. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 159,538. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 139,132. PATRON PASS EVENT 212800 212800 159538 212800 212800 159538 159538 53262 1 ALBANY MEDICAL COLLEGE 543 NEW SCOTLAND AVENUE ALBANY NY 12208 141338310 501(C)(3) 20000 0 GENERAL SUPPORT ALL SAINTS EPISCOPAL CHURCH PO BOX 1923 WHITEFISH MT 59937 810397150 CHURCH 26000 0 GENERAL SUPPORT ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 770626385 501(C)(3) 29805 0 GENERAL SUPPORT AMAZING PLACE MUSIC PO BOX 40631 WHITEFISH MT 59937 832167578 501(C)(3) 46736 0 GENERAL SUPPORT BACKPACK ASSISTANCE PROGRAM PO BOX 314 WHITEFISH MT 59937 464364374 501(C)(3) 98649 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHWEST MONTANA 137 MAIN STREET KALISPELL MT 59901 810374742 501(C)(3) 42765 0 GENERAL SUPPORT BIGFORK ACES INC PO BOX 345 BIGFORK MT 59911 300764283 501(C)(3) 10000 0 GENERAL SUPPORT BIGFORK ART AND CULTURAL CENTER 525 ELECTRIC AVE BIGFORK MT 59911 366212000 501(C)(3) 36945 0 GENERAL SUPPORT BLAINE COUNTY EDUCATION FOUNDATION PO BOX 253 HAILEY ID 83333 943166817 501(C)(3) 26000 0 GENERAL SUPPORT BOB MARSHALL WILDERNESS FOUNDATION PO BOX 190688 HUNGRY HORSE MT 59919 311597921 501(C)(3) 66068 0 GENERAL SUPPORT BOYS AND GIRLS CLUB OF GLACIER COUNTRY PO BOX 961 COLUMBIA FALLS MT 59912 810531133 501(C)(3) 92844 0 GENERAL SUPPORT BRENTWOOD BAPTIST CHURCH 7777 CONCORD ROAD BRENTWOOD TN 37027 620945312 501(C)(3) 8000 0 GENERAL SUPPORT CASA FOR KIDS INC PO BOX 11195 KALISPELL MT 59901 273973281 501(C)(3) 201946 0 GENERAL SUPPORT CENTER FOR RESTORATIVE YOUTH JUSTICE 22 1ST AVENUE EAST KALISPELL MT 59901 841428210 501(C)(3) 70088 0 GENERAL SUPPORT CHAPEL BY THE SEA - CLEARWATER BEACH COMMUNITY CHURCH 54 BAY ESPLANDE CLEARWATER BEACH FL 33767 590910346 501(C)(3) 10000 0 GENERAL SUPPORT CHILD BRIDGE PO BOX 310 BIGFORK MT 59911 273382066 501(C)(3) 119083 0 GENERAL SUPPORT CHRIST CHURCH EPISCOPAL 215 3RD AVE E KALISPELL MT 59901 816013008 CHURCH 6000 0 GENERAL SUPPORT CITY OF WHITEFISH 418 E 2ND STREET WHITEFISH MT 59937 816001325 GOVERNMENT 15000 0 GENERAL SUPPORT CLIMATE RIDE INC 114 WEST PINE ST MISSOULA MT 59802 271777457 501(C)(3) 7500 0 GENERAL SUPPORT CODE GIRLS UNITED 38 E WASHINGTON KALISPELL MT 59904 831174058 501(C)(3) 24136 0 GENERAL SUPPORT COLORADO SCHOOL OF MINES FOUNDATION 1812 ILLINOIS ST GOLDEN CO 80401 840509064 501(C)(3) 10000 0 GENERAL SUPPORT COLUMBIA FALLS SCHOOL DISTRICT 501 6TH AVE W COLUMBIA FALLS MT 59912 816000371 GOVERNMENT 6000 0 GENERAL SUPPORT COMMUNITY ACTION PARTNERSHIP PO BOX 8300 KALISPELL MT 59904 810366018 501(C)(3) 40000 0 GENERAL SUPPORT CONRAD MANSION DIRECTORS INC PO BOX 1041 KALISPELL MT 59903 510166540 501(C)(3) 26159 0 GENERAL SUPPORT CRESTON FIREFIGHTER'S ASSOCIATION 4498 MT HWY 35 KALISPELL MT 59901 810457369 501(C)(3) 66003 0 GENERAL SUPPORT CURREY INGRAM ACADEMY 6544 MURRAY LANE BRENTWOOD TN 37027 621296326 501(C)(3) 6000 0 GENERAL SUPPORT DELIVERFUND 25 HIGHLAND PARK VILLAGE 100-851 DALLAS TX 75205 471955601 501(C)(3) 20000 0 GENERAL SUPPORT DREAM ADAPTIVE RECREATION PO BOX 4084 WHITEFISH MT 59937 363416198 501(C)(3) 214291 0 SKI PROGRAM, GENERAL SUPPORT EARTHJUSTICE 50 CALIFORNIA STREET SAN FRANCISCO CA 94111 363416198 501(C)(3) 40000 0 GENERAL SUPPORT EPISCOPAL DIOCESE OF MONTANA PO BOX 2020 HELENA MT 59624 810231779 CHURCH 75000 0 GENERAL SUPPORT EPISCOPAL RELIEF AND DEVELOPMENT 815 SECOND AVE NEW YORK NY 10017 731635264 501(C)(3) 10000 0 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 2420 13TH ST W BILLINGS MT 59102 810458102 CHURCH 5056 0 GENERAL SUPPORT FLATHEAD AREA MOUNTAIN BIKERS 326 2ND ST E WHITEFISH MT 59937 203745517 501(C)(3) 46297 0 GENERAL SUPPORT FLATHEAD AUDUBON SOCIETY PO BOX 9173 KALISPELL MT 59904 810447830 501(C)(3) 38894 0 GENERAL SUPPORT FLATHEAD COUNTY SHERIFF'S POSSE PO BOX 310 KALISPELL MT 59903 816011531 501(C)(3) 35869 0 GENERAL SUPPORT FLATHEAD FAMILIES FOR RESPONSIBILE GROWTH PO BOX 1062 WHITEFISH MT 59937 872825773 501(C)(3) 26000 0 GENERAL SUPPORT FLATHEAD FOOD BANK 1203 HWY 2 WEST SUITE 2 KALISPELL MT 59901 810399818 501(C)(3) 137226 0 GENERAL SUPPORT FLATHEAD LAND TRUST PO BOX 1913 KALISPELL MT 59903 363479966 501(C)(3) 98232 0 GENERAL SUPPORT FLATHEAD RAPIDS PO BOX 241 WHITEFISH MT 59937 452941434 501(C)(3) 34740 0 STORAGE BUILDING, GENERAL SUPPORT FLATHEAD ROTARY COMMUNITY FOUNDATION PO BOX 481 KALISPELL MT 59901 205714808 501(C)(3) 14000 0 GENERAL SUPPORT FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION 777 GRANDVIEW DRIVE KALISPELL MT 59901 810365752 501(C)(3) 175153 0 SCHOLARSHIP FUNDS, GENERAL SUPPORT FLATHEAD VALLEY SKI EDUCATION FOUNDATION PO BOX 623 WHITEFISH MT 59937 237300629 501(C)(3) 78498 0 FIELDTRIPS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT FLATHEAD WARMING CENTER PO BOX 7142 KALISPELL MT 59904 833555313 501(C)(3) 210563 0 GENERAL SUPPORT FLATHEAD YOUTH HOME 825 OREGON STREET KALISPELL MT 59901 810331313 501(C)(3) 93517 0 GENERAL SUPPORT FOCUS FUSION SOCIETY 128 LINCOLN BLVD MIDDLESEX NJ 08846 203465753 501(C)(3) 90000 0 GENERAL SUPPORT FOOTLOOSE MONTANA PO BOX 1089 FLORENCE MT 59833 300419819 501(C)(3) 7000 0 GENERAL SUPPORT FOR THE CHILDREN INC PO BOX 21 WHITEFISH MT 59937 810516011 501(C)(3) 50000 0 GENERAL SUPPORT FOYS TO BLACKTAIL TRAILS PO BOX 81 KALISPELL MT 59903 861101906 501(C)(3) 40586 0 GENERAL SUPPORT FRIENDS OF THE FLATHEAD AVALANCHE CENTER PO BOX 4276 WHITEFISH MT 59937 471135769 501(C)(3) 42750 0 GENERAL SUPPORT GAP FILLERS FLATHEAD 2310 US HIGHWAY 2 EAST STE 4 KALISPELL MT 59901 832265425 501(C)(3) 6100 0 GENERAL SUPPORT GATEWAY TO GLACIER TRAIL 110 BEAR STREET CORAM MT 59913 452385798 501(C)(3) 38202 0 GENERAL SUPPORT GIRL SCOUTS OF MONTANA AND WYOMING 2303 GRAND AVE BILLINGS MT 59102 816001486 501(C)(3) 5500 0 GENERAL SUPPORT GLACIER HOCKY ASSOCIATION PO BOX 905 WHITEFISH MT 59937 810480530 501(C)(3) 7000 0 GENERAL SUPPORT GLACIER INSTITUTE PO BOX 1887 KALISPELL MT 59903 363345632 501(C)(3) 53727 0 GENERAL SUPPORT GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 562579734 501(C)(3) 121036 0 GENERAL SUPPORT GLACIER NORDIC CLUB PO BOX 403 WHITEFISH MT 59937 363442067 501(C)(3) 64375 0 GENERAL SUPPORT GLACIER SKATE ACADEMY PO BOX 4593 WHITEFISH MT 59937 474330519 501(C)(3) 32243 0 GENERAL SUPPORT GLACIER SYMPHONY & CHORALE PO BOX 2491 KALISPELL MT 59903 810413320 501(C)(3) 112685 0 GENERAL SUPPORT GOOD GRIEF GROUP PO BOX 7896 KALISPELL MT 59904 821337890 501(C)(3) 40802 0 GENERAL SUPPORT HABITAT FOR HUMANITY 307 1ST AVENUE EAST STE 1 KALISPELL MT 59903 810461253 501(C)(3) 69006 0 GENERAL SUPPORT HAILEY ICE PARK INC PO BOX 4616 HAILEY ID 83333 820518345 501(C)(3) 25000 0 GENERAL SUPPORT HOCKADAY MUSEUM OF ART 302 2ND AVE E KALISPELL MT 59901 810303038 501(C)(3) 54633 0 GENERAL SUPPORT HOUSING WHITEFISH 85644 0 GENERAL SUPPORT HUMANE SOCIETY OF NW MONTANA PO BOX 221 KALISPELL MT 59903 810496442 501(C)(3) 90061 0 GENERAL SUPPORT IMMANUEL FOUNDATION 185 CRESTLINE AVENUE KALISPELL MT 59901 824366126 501(C)(3) 51536 0 GENERAL SUPPORT INTERMOUNTAIN 505 S LAMBORN HELENA MT 59601 810231775 501(C)(3) 8000 0 GENERAL SUPPORT KALISPELL EDUCATION FOUNDATION PO BOX 9136 KALISPELL MT 59904 204281682 501(C)(3) 51084 0 GENERAL SUPPORT KETCHUM SUN VALLEY VOLUNTEER ASSOCIATES INC PO BOX 1262 KETCHUM ID 83340 820448357 501(C)(3) 7617 0 GENERAL SUPPORT LAND TO HAND 2415 ELKO ROAD ELKO GA 31025 471568231 501(C)(3) 282738 0 GENERAL SUPPORT LARK SKOLA 300 EAST SECOND STREET UNIT 2 WHITEFISH MT 59937 882649209 501(C)(3) 10000 0 GENERAL SUPPORT LIGHTHOUSE CHRISTIAN HOME PO BOX 8931 KALISPELL MT 59904 363766292 501(C)(3) 122523 0 FACILITY RENOVATION, GENERAL SUPPORT LIVERMORE JAZZ SOCIETY 775 WIMBLEDON LANE LIVERMORE CA 94551 870842715 501(C)(3) 6000 0 GENERAL SUPPORT LOGAN HEALTH - WHITEFISH FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 501(C)(3) 98826 0 GENERAL SUPPORT LOGAN HEALTH FOUNDATION 310 SUNNYVIEW LN KALISPELL MT 59901 810406485 501(C)(3) 497660 0 GENERAL SUPPORT MAYO CLINIC 200 FIRST STREET SW NO TAX ROCHESTER MN 55905 383952644 501(C)(3) 22500 0 GENERAL SUPPORT MONTANA CONSERVATION CORPS 206 N GRAND BOZEMAN MT 59715 810467431 501(C)(3) 59124 0 GENERAL SUPPORT MONTANA ENVIRONMENTAL INFORMATION CENTER PO BOX 1184 HELENA MT 59624 237337100 501(C)(3) 13000 0 GENERAL SUPPORT MONTANA INNOCENCE PROJECT PO BOX 7607 MISSOULA MT 59807 262603477 501(C)(3) 6500 0 GENERAL SUPPORT MONTANA KAYAK ACADEMY 823 KALISPELL AVE WHITEFISH MT 59937 474883302 501(C)(3) 19879 0 GENERAL SUPPORT MONTANA LAND RELIANCE 470 ELECTRIC AVENUE BIGFORK MT 59911 810369262 501(C)(3) 20500 0 GENERAL SUPPORT MONTANA PUBLIC RADIO (THE UNIVERSITY OF MONTANA) 950 ARTHUR AVENUE MISSOULA MT 59801 810362989 501(C)(3) 10000 0 GENERAL SUPPORT MONTANA STATE PARKS FOUNDATION 400 W BROADWAY SUITE 100-424 MISSOULA MT 59802 473829371 501(C)(3) 10000 0 GENERAL SUPPORT NATE CHUTE FOUNDATION PO BOX 245 WHITEFISH MT 59937 450494907 501(C)(3) 160673 0 GENERAL SUPPORT NATURE CONSERVANCY OF MONTANA 32 S EWING STREET HELENA MT 59601 530242652 501(C)(3) 26893 0 GENERAL SUPPORT NORTH VALLEY FOOD BANK 251 FLATHEAD AVENUE WHITEFISH MT 59937 810456048 501(C)(3) 283238 0 GENERAL SUPPORT NORTH VALLEY MUSIC SCHOOL PO BOX 4446 WHITEFISH MT 59937 810515034 501(C)(3) 435477 0 GENERAL SUPPORT NORTHWEST MONTANA COMMUNITY LAND TRUST 309 WISCONSIN AVENUE WHITEFISH MT 59901 271832846 501(C)(3) 34197 0 GENERAL SUPPORT NORTHWEST MONTANA HISTORICAL SOCIETY 124 SECOND AVENUE EAST KALISPELL MT 59901 810439232 501(C)(3) 48053 0 GENERAL SUPPORT NORTHWEST MONTANA VETERANS STAND DOWN & FOOD PANTRY 1349 HWY 2 E KALISPELL MT 59901 743030535 501(C)(3) 62057 0 GENERAL SUPPORT OLD TOWN ARTISAN STUDIO INC 78370 HWY 111 STE 270 LA QUINTA CA 92253 264437263 501(C)(3) 20000 0 GENERAL SUPPORT PLANNED PARENTHOOD OF MONTANA 1116 GRAND AVE SUITE 201 BILLINGS MT 59102 810307201 501(C)(3) 15500 0 GENERAL SUPPORT PREDATOR HEALING PROJECT INC 175 HUTTON RANCH ROAD STE 103 KALISPELL MT 59901 862233909 501(C)(3) 22573 0 GENERAL SUPPORT PROJECT WHITEFISH KIDS PO BOX 2010 WHITEFISH MT 59937 810526331 501(C)(3) 80828 0 GENERAL SUPPORT PROVIDENCE PORTLAND MEDICAL FOUNDATION 1801 LIND AVE SW RENTON WA 98057 931231494 501(C)(3) 10000 0 GENERAL SUPPORT QUANTUM MARTIAL ARTS 15 S HILL BLVD SAN FRANCISCO CA 94112 261534597 501(C)(3) 13000 0 GENERAL SUPPORT RAVENWOOD OUTDOOR LEARNING CENTER PO BOX 1314 WHITEFISH MT 59937 810537457 501(C)(3) 36500 0 GENERAL SUPPORT SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 133485289 501(C)(3) 7500 0 GENERAL SUPPORT SAMARITAN HOUSE PO BOX 592 KALISPELL MT 59903 810466186 501(C)(3) 181987 0 GENERAL SUPPORT SEMPER FI FUND 825 COLLEGE BLVC STE 102 OCEANSIDE CA 92057 260086305 501(C)(3) 7500 0 VETERANS SUPPORT FUND SENIOR MOBILE HOME REPAIR PROGRAM 1305 4TH ST WEST KALISPELL MT 59901 852485994 501(C)(3) 6000 0 GENERAL SUPPORT SHEPHERD'S HAND CLINIC 5150 RIVER LAKES PARKWAY WHITEFISH MT 59937 371603581 501(C)(3) 157038 0 GENERAL SUPPORT SPARROW'S NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 472120103 501(C)(3) 147847 0 FACILITY RENOVATION, GENERAL SUPPORT STUMPTOWN ART STUDIO PO BOX 4938 WHITEFISH MT 59937 810509671 501(C)(3) 39618 0 EQUIPMENT NEEDS, GENERAL SUPPORT TAMARACK GRIEF RESOURCE CENTER 516 SOUTH ORANGE MISSOULA MT 59801 262278278 501(C)(3) 27469 0 GENERAL SUPPORT THE NURTURING CENTER 146 3RD AVENUE WEST KALISPELL MT 59901 810383437 501(C)(3) 38351 0 GENERAL SUPPORT THE RIEKES CENTER FOR HUMAN ENHANCEMENT 3455 EDISON WAY MENLO PARK CA 94025 943224127 501(C)(3) 150000 0 GENERAL SUPPORT THE VITAL GROUND FOUNDATION INC 20 FORT MISSOULA ROAD MISSOULA MT 59804 870483446 501(C)(3) 12000 0 GRIZZLY HABITAT, GENERAL SUPPORT TROUT UNLIMITED PO BOX 1378 LIVINGSTON MT 59047 237184515 501(C)(3) 9393 0 GENERAL SUPPORT TWO BEAR THERAPEUTIC RIDING CENTER 1700 KM RANCH ROAD WHITEFISH MT 59937 320570639 501(C)(3) 6724 0 GENERAL SUPPORT UNITED STATES NAVAL ACADEMY FOUNDATION 247 KING GEORGE STREET ANNAPOLIS MD 21402 237003516 501(C)(3) 40000 0 GENERAL SUPPORT UNIVERISTY OF MONTANA FOUNDATION 9250 ARTHUR AVENUE MISSOULA MT 59801 810362989 501(C)(3) 39000 0 GENERAL SUPPORT VIOLENCE FREE CRISIS LINE - ABBIE SHELTER PO BOX 1401 KALISPELL MT 59903 810361221 501(C)(3) 199498 0 FACILITY UPGRADE, GENERAL SUPPORT WAGS AND WALKS 1212 SANTA TERESITA DR SANTA BARBARA CA 93105 453749303 501(C)(3) 10000 0 GENERAL SUPPORT WHITEFISH CHAMBER OF COMMERCE PO BOX 1120 WHITEFISH MT 59937 810208719 501(C)(6) 8500 0 GENERAL SUPPORT WHITEFISH CHRISTIAN ACADEMY 820 ASHAR AVE WHITEFISH MT 59937 810387934 501(C)(3) 10000 0 GENERAL SUPPORT WHITEFISH COMMUNITY CENTER 121 E 2ND ST WHITEFISH MT 59937 816034513 501(C)(3) 40327 0 EQUIPMENT NEEDS, GENERAL SUPPORT WHITEFISH COMMUNITY FOUNDATION PO BOX 1060 WHITEFISH MT 59937 810533002 501(C)(3) 68084 0 GENERAL SUPPORT WHITEFISH COMMUNITY SCHOOL 805 PARK AVE WHITEFISH MT 59937 810541242 501(C)(3) 10000 0 GENERAL SUPPORT WHITEFISH DOG PARK PO BOX 754 WHITEFISH MT 59937 020800948 501(C)(3) 66091 0 GENERAL SUPPORT WHITEFISH FIRE FIGHTERS ASSOCIATION PO BOX 1154 WHITEFISH MT 59937 810530885 501(C)(3) 39281 0 EQUIPMENT NEEDS, GENERAL SUPPORT WHITEFISH LAKE INSTITUTE 550 EAST 1ST STREET 103 WHITEFISH MT 59937 030556055 501(C)(3) 81110 0 RESEARCH PROGRAMS, GENERAL SUPPORT WHITEFISH LEGACY PARTNERS PO BOX 1895 WHITEFISH MT 59937 200674119 501(C)(3) 170746 0 GENERAL SUPPORT WHITEFISH LIBRARY ASSOCIATION PO BOX 543 WHITEFISH MT 59937 816013674 501(C)(3) 21321 0 COMPUTERS, GENERAL SUPPORT WHITEFISH REVIEW 708 LUPFER AVENUE WHITEFISH MT 59937 264539954 501(C)(3) 47303 0 GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT #44 600 EAST SECOND STREET WHITEFISH MT 59937 816000395 501(C)(3) 11600 0 GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT EDUCATION FOUNDATION PO BOX 1417 WHITEFISH MT 59937 203135697 501(C)(3) 53787 0 GENERAL SUPPORT WHITEFISH SKATEPARK ASSOCIATION 836 10TH ST WEST COLUMBIA FALLS MT 59912 872147184 501(C)(3) 10000 0 GENERAL SUPPORT WHITEFISH THEATRE COMPANY ONE CENTRAL AVENUE WHITEFISH MT 59937 810381173 501(C)(3) 103022 0 GENERAL SUPPORT WHITEFISH VETERANS SUPPORT TEAM PO BOX 5512 WHITEFISH MT 59937 472873695 501(C)(3) 90473 0 GENERAL SUPPORT WILD MONTANA 80 S WARREN ST HELENA MT 59601 843554059 501(C)(3) 6000 0 GENERAL SUPPORT WINGS REGIONAL CANCER SUPPORT INC PO BOX 7852 KALISPELL MT 59901 841423019 501(C)(3) 30290 0 GENERAL SUPPORT 126 7 PART I, LINE 2: THE WHITEFISH COMMUNITY FOUNDATION GRANTS COMMITTEE FOLLOWS UP ON GRANT AWARDS BY REQUESTING SUBMISSION OF A LETTER EXPLAINING HOW THE PAST FUNDING WAS USED AND HOW IT HELPED THE ORGANIZATION. GRANT REPORTS ARE DUE WITHIN ONE YEAR OF COMPLETION OF THE GRANT, AND GRANTEES ARE INELIGIBLE TO RECEIVE FUTURE GRANTS SO LONG AS THERE ARE DELINQUENT GRANT REPORTS. 0 0 0 0 0 0 0 0 0 LINDA ENGH-GRADY PRESIDENT 143000 0 13800 0 0 0 4290 0 0 0 161090 0 0 0 X 34 1188965 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY INVESTMENT BROKERAGE FIRM TO SELL PUBLICLY TRADED SECURITIES RECEIVED AS NON-CASH CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE WHITEFISH COMMUNITY FOUNDATION'S PRESIDENT AND VICE PRESIDENT OF FINANCE ARE CHARGED WITH REVIEWING THE IRS FORM 990 AND REPORTING ON IT TO THE BOARD OF DIRECTORS PRIOR TO FILING AT A QUARTERLY BOARD MEETING. THE 990 IS DISTRIBUTED TO THE BOARD FOR REVIEW PRIOR TO THE BOARD MEETING, AND IT IS DISCUSSED AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, AT THE JANUARY BOARD MEETING, A NEW CONFLICT OF INTEREST POLICY AND DISCLOSURE FORM IS HANDED OUT TO ALL BOARD OF DIRECTORS WHO ARE INSTRUCTED TO COMPLETE THE FORM AND RETURN IT BY THE FOLLOWING WEEK TO THE PRESIDENT. THE DISCLOSURES ARE KEPT ON FILE IN THE WHITEFISH COMMUNITY FOUNDATION OFFICE. WHENEVER THERE IS A VOTE ON AN ITEM WHERE A BOARD MEMBER HAS A CONFLICT OF INTEREST, THAT BOARD MEMBER IS ASKED TO RECUSE THEMSELVES FROM THE VOTE. THE PRESIDENT REVIEWS THE DISCLOSURES AND CONSULTS WITH THE BOARD CHAIR IF THERE IS CONCERN. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT IS EMPLOYED UNDER A WRITTEN LETTER OF OFFER THAT IS APPROVED BY THE BOARD OF DIRECTORS. THE EMPLOYMENT LETTER IS REVIEWED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT TO THE COMMUNITY STATES THAT THE FINANCIAL REPORTS AND 990'S ARE AVAILABLE UPON REQUEST. THE 990 IS ALSO AVAILABLE ON THE WEBSITE HOME PAGE AND ON GUIDESTAR.COM. THE FOUNDATION SENDS THE ANNUAL REPORT TO ITS MAILING LIST OF 1100 ADDRESSES AND ANNOUNCES IT THROUGH A PRESS RELEASE AND ADVERTISEMENT IN THE LOCAL PAPER. ANNUAL REPORTS ARE ALSO DISTRIBUTED ON INFORMATION STANDS AROUND THE CITY OF WHITEFISH. FORM 990 PAGE 12 PART XII LINE 2C THE EXECUTIVE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSEEING THE FINANCIAL STATEMENT REVIEW PROCESS.