2023-12-15T15:26:39-06:00 2023-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2022-07-01 810435459 MONTANA HISTORY FOUNDATION MONT 4064493770 1750 N WASHINGTON ST HELENA MT 59601 CHARLENE PORSILD PRESIDENT/CEO 4064493770 2023-12-14 1 CHARLENE PORSILD 999009999 0 MELISSA H SOLDANO P01259603 4067614645 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLENE PORSILD 1750 N WASHINGTON ST HELENA MT 59601 1632828 0 X WWW.MTHISTORY.ORG X 1985 MT PROVIDES LEADERSHIP AND RAISES FUNDS TO HELP ORGANIZATIONS PRESERVE MONTANA'S HERITAGE RESOURCES. 11 11 10 16 0 0 1020995 882440 0 0 78596 156957 555874 537562 1655465 1576959 203166 226733 0 0 350785 454457 0 0 128556 451906 754968 1005857 1436158 649608 140801 8725083 9398884 561244 638633 8163839 8760251 X PROVIDE DEVELOPMENT AND ADVISORY LEADERSHIP FOR ORGANIZATIONS DEDICATED TO THE PRESERVATION OF MONTANA'S HISTORY AND CULTURE. 0 0 577673 226733 204462 FUND RAISING AND GRANTING OF AWARDS TO PROMOTE AND PRESERVE MONTANA HISTORY THROUGHOUT THE STATE. 269581 SUPPORT MONTANA HERITAGE COMMISSION OPERATIONS AND PROJECTS INCLUDING THE PIONEER FUND, VIRGINIA CITY/NEVADA CITY PROJECTS, AND THE RESTORATION OF STONEWALL HALL. 33314 MONTANA HISTORICAL SOCIETY PROJECTS 235001 EXPENDITURES TO SUPPORT OTHER MONTANA HISTORICAL PROJECTS 235001 1115569 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MONTANA HISTORY FOUNDATION 4064493770 1750 N WASHINGTON ST HELENA MT 59601 BRENDA PETERSON CHAIRMAN 1.00 X X 0 0 0 CHASE HIBBARD VICE CHAIR 1.00 X X 0 0 0 MIKE DALTON TREASURER 2.00 X X 0 0 0 HELENA MACLAY SECRETARY 1.00 X X 0 0 0 DEBORA BROWN DIRECTOR 1.00 X 0 0 0 LLANE CARROLL DIRECTOR 1.00 X 0 0 0 TIM GORDON DIRECTOR 1.00 X 0 0 0 MONTY LESH DIRECTOR 1.00 X 0 0 0 BETH MCFARLAND DIRECTOR 1.00 X 0 0 0 MIKE O'NEILL DIRECTOR 2.00 X 0 0 0 BRUCE PARKER DIRECTOR 1.00 X 0 0 0 CHARLENE PORSILD PRESIDENT/CEO 40.00 X 127142 0 0 127142 0 0 1 0 0 0 0 882440 38745 882440 156957 156957 333100 333100 173461 55869 117592 117592 117592 MANAGEMENT FEE 900099 86870 86870 86870 1576959 204462 0 490057 226733 226733 132187 79312 39656 13219 247723 146584 52600 48539 41966 24953 10191 6822 32581 19373 7911 5297 83311 49536 20231 13544 35350 21019 8583 5748 4038 2401 981 656 50000 29730 12142 8128 11986 7125 2912 1949 16434 9772 3990 2672 12879 7658 3127 2094 6104 3630 1482 992 41478 24662 10073 6743 11473 6822 2786 1865 OTHER PROJECTS 418625 418625 PRINTING 27522 16365 6683 4474 MISCELLANEOUS 26667 15858 6475 4334 TAXES 2733 1625 664 444 6368 3786 1546 1036 1436158 1115569 192033 128556 12287 17552 1079365 1193666 42000 1500 29000 29000 20812 13443 9205 9032 1587439 741590 851418 845849 6302304 6913150 377192 377192 8725083 9398884 91661 153646 469583 484987 561244 638633 X 2003403 1776497 6160436 6983754 8163839 8760251 8725083 9398884 X 140801 503575 -47964 X X 0 1 X 1 0 X 251330 808430 713216 1020995 882440 3676411 251330 808430 713216 1020995 882440 3676411 357100 3319311 753206 498915 472855 598322 663518 2986816 6663227 268793 0.49820 0.53090 X PART II, SECTION B, LINE 10 OTHER INCOME: MANAGEMENT FEES WERE MOVED FROM LINE 10 TO LINE 12 AS THIS REVENUE IS RELATED TO AN EXEMPT FUNCTION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 377192 0 X 0 0 6365804 46043 611170 49456 6973561 7066137 68578 -726911 42000 6365804 5705809 50000 1311578 1250 7066137 5220033 210217 269161 -6398 5705809 4995774 96368 258990 131099 5220033 0.14000 0.40000 0.46000 0 0 157000 157000 1296063 649310 646753 43782 35927 7855 90594 56353 34241 845849 PLANNED GIFT LIABILITIES 484987 484987 X 2053089 503575 55869 559444 1493645 35350 47964 83314 1576959 1456677 55869 55869 1400808 35350 35350 1436158 PART V, LINE 4: THE ENDOWMENT ASSETS ARE INVESTED IN ACCORDANCE WITH SOUND INVESTMENT PRACTICES THAT EMPHASIZE LONG-TERM INVESTMENT FUNDAMENTALS. THE INVESTMENT OBJECTIVE FOR THE PORTFOLIO ASSETS IS TO MAINTAIN A LEVEL OF CURRENT INCOME AND TO MEET WITHDRAWAL NEEDS WITH ANY SHORTFALL TO BE MADE UP FROM NET CAPITAL APPRECIATION. MHF HAS IMPLEMENTED A SPENDING POLICY THAT INDICATES THE ENDOWMENT INVESTMENT EARNINGS ARE TO BE SPENT TO SUPPORT PROGRAMS IT HAS IDENTIFIED WITHIN ITS VARIOUS MISSIONS. PART X, LINE 2: MHF IS EXEMPT FROM FEDERAL INCOME TAX IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCRIVER CENTER EXPENSE NETTED AGAINST RENTAL INCOME ON FORM 990 55,869. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 47,964. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCRIVER CENTER EXPENSE NETTED AGAINST RENTAL INCOME ON FORM 990 55,869. PART V LINE 1 CORRECTION OF ERRORS WERE MADE IN THE CURRENT YEAR TO CORRECT THE BALANCE IN THE ENDOWMENT FUND. THESE CORRECTIONS ARE REFLECTED IN LINES 1B, 1C AND 1E. PART XI, LINE 4B- OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES PART III, LINE 4 POSTCARD COLLECTION USED TO PRESERVE AND PROMOTE THE HISTORY OF THE STATE OF MONTANA, OIL AND GAS LEASES, AND BRONZE CASTING RIGHTS. 1 FORT BENTON COMMUNITY IMPROVEMENT ASSOC PO BOX 313 FORT BENTON MT 59442 810237701 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY CONFEDERATED SALISH AND KOOTENAI TRIBES PO BOX 278 PABLO MT 59855 181023409 501(C)(3) 7400 0 PROMOTE AND PRESERVE MONTANA HISTORY YELLOWSTONE COUNTY MUSEUM 1950 TERMINAL CIRCLE BILLINGS MT 59105 810488749 501(C)(3) 7500 0 PROMOTE AND PRESERVE MONTANA HISTORY NINEPIPES MUSEUM OF EARLY MONTANA 69316 HIGHWAY 93 CHARLO MT 59824 810519843 501(C)(3) 6500 0 PROMOTE AND PRESERVE MONTANA HISTORY THE MONTANA DINOSAUR CENTER 120 2ND AVE S BYNUM MT 59419 810500201 501(C)(3) 9400 0 PROMOTE AND PRESERVE MONTANA HISTORY LINCOLN COUNTY LIBRARY 220 W E 6TH ST LIBBY MT 59923 816001387 501(C)(3) 9500 0 PROMOTE AND PRESERVE MONTANA HISTORY CITY COUNTY PRESERVATION COMMITTEE PO BOX 144 HARLOWTON MT 590360144 810540992 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY THE EXTREME HISTORY PROJECT 234 E MENDENHALL ST BOZEMAN MT 59715 451647303 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY THOMPSON-HICKMAN MADISON COUNTY PUBLIC LIBRARY AND ARCHIVES 217 E IDAHO ST VIRGINIA CITY MT 59755 363670742 501(C)(3) 7500 0 PROMOTE AND PRESERVE MONTANA HISTORY CARTER COUNTY GEOLOGICAL SOCIETY 306 N MAIN STREET EKALAKA MT 59324 816012684 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY MINERAL COUNTY HISTORICAL SOCIETY AND MUSEUM PO BOX 533 SUPERIOR MT 598720533 810417530 501(C)(3) 8500 0 PROMOTE AND PRESERVE MONTANA HISTORY MONTANA TECHNOLOGICAL UNIVERSITY 1300 WEST PARK STREET BUTTE MT 59701 816001654 GOV 8500 0 PROMOTE AND PRESERVE MONTANA HISTORY CITY OF BOZEMAN 121 N ROUSE AVE BOZEMAN MT 59715 816001238 GOV 6000 0 PROMOTE AND PRESERVE MONTANA HISTORY VIRGINIA CITY PRESERVATION ALLIANCE PO BOX 55 VIRGINIA CITY MT 59755 810493487 501(C)(3) 7650 0 PROMOTE AND PRESERVE MONTANA HISTORY WINNETT ACES PO BOX 118 WINNETT MT 59087 842797938 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY YELLOWSTONE BIGHORN RESEARCH ASSOCIATION PO BOX 630 RED LODGE MT 59068 060694694 501(C)(3) 9500 0 PROMOTE AND PRESERVE MONTANA HISTORY FRIENDS OF HISTORIC HOTEL LIBBY 302 CALIFORNIA AVE LIBBY MT 59923 472333758 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY RED LODGE AREA COMMUNITY FOUNDATION PO BOX 1871 RED LODGE MT 59068 200192255 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY LITTLE RED SCHOOLHOUSE LLC 1635 SIERRA RD E HELENA MT 596026678 810406028 501(C)(3) 6500 0 PROMOTE AND PRESERVE MONTANA HISTORY MONTECAHTO CLUB 35432 MONTANA HWY 36 POLSON MT 59860 943440924 501(C)(3) 5760 0 PROMOTE AND PRESERVE MONTANA HISTORY MONTANA HERITAGE COMMISSION 300 W WALLACE ST VIRGINA CITY MT 59755 810302402 501(C)(3) 20000 0 PROMOTE AND PRESERVE MONTANA HISTORY 21 0 PART I, LINE 2 GRANT FUNDS ARE AWARDED BASED ON WRITTEN REQUESTS OUTLINING PROJECT DETAILS, GOALS, AND COSTS. MONTANA HISTORY FOUNDATION BOARD APPROVAL IS REQUIRED FOR LARGE GRANTS. GRANTEES ARE ASKED TO PROVIDE REPORTS AT PROJECT COMLETION AND INVITED TO GIVE PRESENTATIONS AT BOARD MEETINGS. X 1 38745 FMV 0 0 0 SCHEDULE M, PART I, COLOMN (B) THE NUMBER OF CONTRIBUTIONS IS REPORTED IN PART 1 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE MEMBERS OF THE GOVERNING BODY WHOSE QUESTIONS WERE REVIEWED AND ANSWERED. AFTER ALL QUESTIONS WERE ANSWERED THE BOARD APPROVED THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO READ, SIGN AND RETURN TO THE FOUNDATION THE CONFLICT OF INTEREST STATEMENT ANNUALLY. EACH BOARD AND COMMITTEE MEETING BEGINS WITH A CONFLICT OF INTEREST DISCLOSURE ANNOUNCEMENT DURING ROLL CALL. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT/CEO'S PERFORMANCE AND COMPENSATION ANNUALLY AND PRESENTS A RECOMMENDATION TO THE FULL GOVERNING BODY FOR APPROVAL AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S TAX FORMS ARE MADE AVAILABLE TO THE GENERAL PUBLIC DURING NORMAL BUSINESS HOURS FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS FORM 990, PART XI, LINE 9: PLANNED GIFT LIABILITIES -47,964. FORM 990, PART XII, LINE 2C: THE PROCEDURE FOR REVIEWING THE AUDIT HAS NOT CHANGED FROM PRIOR YEARS.