2025-07-11T09:37:46-05:00 2024-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENS PC P O BOX 1398 WHITEFISH MT 599371398 990 2024-01-01 810533002 WHITEFISH COMMUNITY FOUNDATION INC WHIT 4068631781 PO BOX 1060 WHITEFISH MT 599371060 GREG GARRISON CURRENT BOARD CHAIR 4068631781 2025-07-08 1 0 SALLIE A BROWN CPA P00895220 4068622597 2025-07-07 2024 2025-03-06 01:10:19Z GREG GARRISON PO BOX 1060 WHITEFISH MT 599371060 42983117 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. 19 19 5 50 0 0 17892500 16852403 27951 30532 1840607 3210828 66563 66864 19827621 20160627 13415075 14637515 0 0 528738 602465 0 0 109772 437405 536902 14381218 15776882 5446403 4383745 61441553 67617403 4914657 5145817 56526896 62471586 X THE WHITEFISH COMMUNITY FOUNDATION IS DEDICATED TO FOSTERING PHILANTHROPY, BUILDING ENDOWMENTS, AND HELPING DONORS AND NONPROFITS BENEFIT OUR COMMUNITY. 0 0 855988 743455 WCF GRANT PROGRAMS: AWARDED GRANTS TOTALING $743,455 TO 132 LOCAL ORGANIZATIONS THAT SUPPORT ARTS & CULTURE, HEALTH & HUMAN SERVICES, EDUCATION, SPORTS & RECREATION, CONSERVATION AND CIVIC ACTIVITIES, INCLUDING 3 MAJOR GRANTS TOTALING $125,000 WHICH HELPED NORTH VALLEY MUSIC SCHOOL BUILD A NEW SCHOOL BUILDING, IMAGINEIF LIBRARY FOUNDATION BUILD A NEW BRANCH IN BIGFORK, AND NW MT COMMUNITY LAND TRUST BUILD AFFORDABLE HOUSING. WCF ALSO AWARDED EMERGENCY GRANTS TOTALING $71,918 TO FAST BLACKFEET PANTRY TO REPAIR THEIR MOBILE PANTRY VAN AND PURCHASE REFRIGERATION UNITS; TO HELP WITH RELOCATION EXPENSES FOR RESIDENTS OF SPRING CREEK TRAILER PARK, FOR CAMAS DAY CARE TO PURCHASE NEW WINDOWS, AND AIR CONDITIONING REPAIR FOR WHITEFISH COMMUNITY SCHOOL. THE KIDS FUND, WHICH FUNDS IMPACTFUL PROGRAMS FOR FLATHEAD VALLEY CHILDREN WHO ARE OR ARE AT RISK OF BECOMING HOMELESS AWARDED 3 GRANTS TOTALING $125,000 TO BIGFORK ACES FOR AFTERSCHOOL PROGRAMMING; TO CENTER FOR RESTORATIVE YOUTH JUSTICE FOR A YOUTH ADVOCATE; AND TO NATE CHUTE FOUNDATION FOR MENTAL HEALTH AND SUICIDE PREVENTION PROGRAMS IN FLATHEAD VALLEY SCHOOLS. 7103604 6726469 GREAT FISH COMMUNITY CHALLENGE: A SIX-WEEK LONG FUNDRAISING CAMPAIGN WHICH HELPED 80 NONPROFITS RAISE OVER $5.4M AND THE FOUNDATION AWARDED AN ADDITIONAL $1.1M IN MATCHING GRANTS PLUS $129,950 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. 7052375 6822412 30532 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 $6.8M TO CHARITABLE ORGANIZATIONS AND PROVIDED $255K IN PROGRAM SUPPORT TO THE ORGANIZATION THROUGH ADMINISTRATIVE FEES. 467547 343082 NONPROFIT ENDOWMENT FUNDS: HELD AND ADMINISTERED 43 ENDOWMENT FUNDS TOTALING OVER $20M FOR LOCAL AREA NONPROFITS AND PAID OUT ENDOWMENT DISTRIBUTIONS WHICH PROVIDED $343,082 IN OPERATING SUPPORT FOR THE RECIPIENT ORGANIZATIONS. 48878 2097 NONPROFIT DEVELOPMENT PARTNERSHIP PROGRAM (NPDP): OFFERED 9 FREE WORKSHOPS AND LEARNING OPPORTUNITIES, REACHING 243 PARTICIPANTS FROM OVER 100 LOCAL NONPROFITS, FOCUSED ON KEY AREAS OF NONPROFIT MANAGEMENT TO IMPROVE OVERSIGHT, TRANSPARENCY, GOVERNANCE, OPERATIONS AND FUNDRAISING. ALSO HOSTED QUARTERLY NONPROFIT EXECUTIVE DIRECTOR ROUNDTABLES. NPDP IMPLEMENTED A TECHNOLOGY PROGRAM, PROVIDING GRANTS TO NONPROFITS TO PURCHASE AND IMPLEMENT MUCH NEEDED SOFTWARE PROGRAMS. IN 2024 THIS PROGRAM AWARDED 2 GRANTS TOTALING $2,097 TO WHITEFISH EDUCATION FOUNDATION AND CONRAD MANSION MUSEUM, BOTH FOR DONOR DATABASE SOFTWARE. 516425 345179 15528392 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 15 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 19 19 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 DIRECTOR 1.00 X 0 0 0 GREG GARRISON BOARD CHAIR 2.00 X X 0 0 0 LINDA MAETZOLD DIRECTOR 2.00 X 0 0 0 CAROL ATKINSON DIRECTOR 0.50 X 0 0 0 JEFF ALLEN DIRECTOR 0.50 X 0 0 0 SHERRY LESAR DIRECTOR 1.00 X 0 0 0 LAURA GARBACZ 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 VICE CHAIR 2.00 X X 0 0 0 JAMIE SHENNAN DIRECTOR 1.00 X 0 0 0 BRENDEN CRAIG TREASURER 2.00 X X 0 0 0 JOHN WITT DIRECTOR 1.00 X 0 0 0 STACY SMITH 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 HANK RICKLEFS DIRECTOR 0.50 X 0 0 0 BETSY BAYNE DIRECTOR 0.50 X 0 0 0 ALAN DAVIS PRESIDENT 45.00 X 156500 0 13095 DARIA PEREZ CFO 45.00 X 134500 0 12435 291000 0 25530 2 0 1 0 0 16852403 2757215 16852403 ADMINISTRATIVE FEES 561000 30532 30532 30532 1729612 1729612 24121833 22640617 1481216 1481216 1481216 236737 181873 54864 54864 RENTAL INCOME 531120 12000 12000 12000 20160627 30532 0 3277692 14637515 14637515 316532 275776 23364 17392 213174 195960 9975 7239 31593 26855 3159 1579 41166 34701 4571 1894 17300 17300 166414 166414 25500 13500 6000 6000 29272 27597 100 1575 12373 11879 281 213 38310 22986 15324 14837 12410 1380 1047 10328 4907 4404 1017 35318 35318 10071 10071 EVENTS & WORKSHOPS 91684 30658 61026 BANK AND CREDIT CARD FE 47007 39635 2066 5306 PRINTING & PUBLICATIONS 29025 19672 4138 5215 POSTAGE 5384 4577 538 269 4079 3350 729 15776882 15528392 138718 109772 80937 273167 2804332 5253543 4525 1248907 91434 1187191 1157473 57369093 60928695 61441553 67617403 1400 6000 5900 6400 4209960 4408957 697397 724460 4914657 5145817 X 6788302 7404119 49738594 55067467 56526896 62471586 61441553 67617403 4383745 1560945 0 X X 0 1 X 1 0 X 9880818 16351954 12615926 17892500 16852403 73593601 9880818 16351954 12615926 17892500 16852403 73593601 37720 73555881 720328 1363081 1436414 1586066 1741612 6847501 80441102 1202733 0.91440 0.90840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76 307 5286612 12177853 5146549 9946010 35308577 31571965 1 1 0 1 X 18017054 1149003 1622680 582627 141655 20064455 14988744 1242962 2319982 410498 124136 18017054 15553021 1950464 -1969457 427668 117616 14988744 12684916 962054 2377781 367866 103864 15553021 11383852 657009 1118276 390073 84148 12684916 0.11682 0.61898 0.26421 0 0 464947 464947 595000 50854 544146 161070 32182 128888 6790 3280 3510 21100 5118 15982 1157473 VALUE OF LIFE INTEREST IN CHARITABLE GIFT ANNUITIES 724460 724460 21737031 1560945 181873 1742818 19994213 166414 166414 20160627 15792341 181873 181873 15610468 166414 166414 15776882 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 181,873. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 166,414. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISER EXPENSES NETTED WITH FUNDRAISER INCOME 181,873. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES NETTED WITH INVESTMENT INCOME ON AUDITED FS 166,414. PATRON PASS EVENT 236737 236737 181873 236737 236737 181873 181873 54864 1 WHITEFISH COMMUNITY LIBRARY 9 SPOKANE AVE WHITEFISH MT 59937 816013674 501(C)(3) 5397 0 GENERAL SUPPORT MONTANA FOOD BANK NETWORK 5625 EXPRESSWAY MISSOULA MT 59808 810421243 501(C)(3) 5500 0 GENERAL SUPPORT COLUMBIA FALLS ACADEMIC FOUNDATION PO BOX 1641 COLUMBIA FALLS MT 59912 473806450 501(C)(3) 5500 0 GENERAL SUPPORT FLATHEAD 4-H FOUNDATION 1108 S MAIN STREET KALISPELL MT 59901 816016521 501(C)(3) 6000 0 GENERAL SUPPORT GLACIER TWINS AMERICAN LEGION BASEBALL PO BOX 2007 WHITEFISH MT 59937 810429681 501(C)(3) 6000 0 GENERAL SUPPORT UNIVERSITY OF MONTANA PO BOX 7159 MISSOULA MT 59807 810362989 501(C)(3) 6000 0 GENERAL SUPPORT MERCY CORPS 45 SW ANKENY PORTLAND OR 97204 911352257 501(C)(3) 6250 0 GENERAL SUPPORT PALOS VERDES PENINSULA LAND CONSERVANCY 916 SILVER SPUR ROAD 207 ROLLING HILLS ESTAE CA 90274 330309722 501(C)(3) 6375 0 GENERAL SUPPORT DOCTORS WITHOUT BORDERS USA 40 RECTORS STREET 16TH FLOOR NEW YORK NY 10006 133433452 501(C)(3) 7000 0 GENERAL SUPPORT KALISPELL MONTESSORI CENTER INC 349 WILLOW GLEN DRIVE KALISPELL MT 59901 810392766 501(C)(3) 7000 0 GENERAL SUPPORT CAMAS DAY SCHOOL 534 PINE AVE WHITEFISH MT 59937 274526821 501(C)(3) 7418 0 GENERAL SUPPORT MONTANA STATE UNIVERSITY BOZEMAN 712 S WILSON AVE BOZEMAN MT 59715 810171141 501(C)(3) 7500 0 GENERAL SUPPORT WHITEFISH SHINES PO BOX 695 WHITEFISH MT 59937 810586017 501(C)(3) 7500 0 GENERAL SUPPORT DISCOVERY DEVELOPMENTAL CENTER 75 GLENWOOD DRIVE KALISPELL MT 59901 810479610 501(C)(3) 8000 0 GENERAL SUPPORT ALANO CLUB OF KALISPELL PO BOX 9762 KALISPELL MT 59904 050543616 501(C)(3) 8000 0 GENERAL SUPPORT UNIVERSITY OF OREGON FOUNDATION 1720 E 13TH AVENUE 410 EUGENE OR 97403 936015767 501(C)(3) 9000 0 GENERAL SUPPORT EVERGREEN COMMUNITY PARTNERS 32 WILLOW DRIVE KALISPELL MT 59901 201717057 501(C)(3) 10000 0 GENERAL SUPPORT KUKIO HOOMANA FUND PO BOX 5380 KAILUA KONA HI 96745 884071920 501(C)(3) 10000 0 GENERAL SUPPORT NEW YORK PHILHARMONIC 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 131664054 501(C)(3) 10000 0 GENERAL SUPPORT PLAYERS PHILANTHROPY FUND DBA THE WILD BEAUTY FOUNDATION 1122 KENILWORTH DRIVE 201 TOWSON MD 21204 276601178 501(C)(3) 10000 0 GENERAL SUPPORT UNIVERSITY OF MONTANA WESTERN 710 S ATLANTIC DILLON MT 59725 810386970 501(C)(3) 10000 0 GENERAL SUPPORT CHANCES FOR CHILDREN 20701 N SCOTTSDALE RD STE SUITE 107 SCOTTSDALE AZ 85255 205835605 501(C)(3) 10000 0 GENERAL SUPPORT CHARLIE RUSSELL RIDERS FOUNDATION PO BOX 1284 BIGFORK MT 59911 222993741 501(C)(3) 10000 0 GENERAL SUPPORT WHITEFISH WINTER CARNIVAL PO BOX 364 WHITEFISH MT 59937 363792670 501(C)(3) 14500 0 GENERAL SUPPORT JIM SAUNDERS FUND PO BOX 1089 KAILUA KONA HI 96745 862233233 501(C)(3) 15000 0 GENERAL SUPPORT VAPA FOUNDATION 6735 GIFFORD WAY RM 3 SAN DIEGO CA 92111 822426256 501(C)(3) 15000 0 GENERAL SUPPORT THE TRUST FOR PUBLIC LAND 23 GEARY STREET 1000 SAN FRANCISCO CA 94108 237222333 501(C)(3) 25500 0 GENERAL SUPPORT FIDELITY CHARITABLE GIFT FUND 245 SUMMER STREET MZ NM43A BOSTON MA 02210 110303001 501(C)(3) 31233 0 GENERAL SUPPORT AMERICAN PRAIRIE RESERVE PO BOX 908 BOZEMAN MT 59771 810541893 501(C)(3) 53000 0 GENERAL SUPPORT WHITEFISH EDUCATION FOUNDATION PO BOX 1417 WHITEFISH MT 59937 203135697 501(C)(3) 64361 0 GENERAL SUPPORT FLATHEAD VALLEY UNITED SOCCER CLUB 35 3RD ST E KALISPELL MT 59901 810410605 501(C)(3) 65304 0 GENERAL SUPPORT CITY OF KALISPELL 201 1ST AVENUE EAST KALISPELL MT 59101 816001281 501(C)(3) 71000 0 GENERAL SUPPORT CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE CA 91010 953435919 501(C)(3) 100000 0 GENERAL SUPPORT NEIGHBORWORKS MONTANA 17 5TH STREET SOUTH GREAT FALLS MT 59401 810543240 501(C)(3) 114618 0 GENERAL SUPPORT CONSERVATION INTERNATIONAL FOUNDATION 2011 CRYSTAL DRIVE 600 ARLINGTON VA 22202 521497470 501(C)(3) 250000 0 GENERAL SUPPORT MONTANA EQUESTRIAN EVENTS PO BOX 595 WHITEFISH MT 59937 810530627 501(C)(3) 6000 0 GENERAL SUPPORT CHILDREN'S ONCOLOGY CAMP FOUNDATION PO BOX 1450 MISSOULA MT 59806 810472959 501(C)(3) 6750 0 GENERAL SUPPORT CLEVELAND INTERNATIONAL CLASSICAL GUITAR FESTIVAL INC 22625 WESTCHESTER RD SHAKER HEIGHTS OH 44122 831451926 501(C)(3) 7000 0 GENERAL SUPPORT SENIOR MOBILE HOME REPAIR PROGRAM 1305 4TH ST WEST KALISPELL MT 59901 852485994 501(C)(3) 7500 0 GENERAL SUPPORT WILD MONTANA 80 S WARREN ST HELENA MT 59601 843554059 501(C)(3) 7500 0 GENERAL SUPPORT RAVENWOOD OUTDOOR LEARNING CENTER PO BOX 1314 WHITEFISH MT 59937 810537457 501(C)(3) 7500 0 GENERAL SUPPORT GIRL SCOUTS OF MONTANA AND WYOMING 2303 GRAND AVE BILLINGS MT 59102 816001486 501(C)(3) 8000 0 GENERAL SUPPORT MONTANA WILD WINGS RECOVERY CENTER 37 PANORAMIC DR KALISPELL MT 59901 463139416 501(C)(3) 8000 0 GENERAL SUPPORT CLIMATE RIDE INC 114 WEST PINE ST MISSOULA MT 59802 271777457 501(C)(3) 9500 0 GENERAL SUPPORT PIONEER MONTESSORI SCHOOL PO BOX 1809 KETCHUM ID 83340 820360653 501(C)(3) 10000 0 GENERAL SUPPORT YOUNG LIFE PO BOX 520 COLORADO SPRINGS CO 80901 840385934 501(C)(3) 10000 0 GENERAL SUPPORT FLATHEAD SHELTER FRIENDS PO BOX 1035 KALISPELL MT 59903 320262474 501(C)(3) 10100 0 GENERAL SUPPORT CHAPEL BY THE SEA - CLEARWATER BEACH COMMUNITY CHURCH 54 BAY ESPLANDE CLEARWATER BEACH FL 33767 590910346 501(C)(3) 10500 0 GENERAL SUPPORT WHITEFISH COMMUNITY SCHOOL 805 PARK AVE WHITEFISH MT 59937 810541242 501(C)(3) 10500 0 GENERAL SUPPORT PREDATOR HEALING PROJECT INC 175 HUTTON RANCH ROAD STE 103 KALISPELL MT 59901 862233909 501(C)(3) 11000 0 GENERAL SUPPORT BUFFALO FIELD CAMPAIGN PO BOX 957 WEST YELLOWSTONE MT 59758 363964401 501(C)(3) 11000 0 GENERAL SUPPORT MONTANA ENVIRONMENTAL INFORMATION CENTER PO BOX 1184 HELENA MT 59624 237337100 501(C)(3) 11650 0 GENERAL SUPPORT WINTERLAND FILM FESTIVAL AND TECHNOLOGY SUMMIT 643 DENVER ST SUITE 100 WHITEFISH MT 59937 810509946 501(C)(3) 12000 0 GENERAL SUPPORT FLATHEAD FAMILIES FOR RESPONSIBILE GROWTH PO BOX 1062 WHITEFISH MT 59937 872825773 501(C)(3) 12000 0 GENERAL SUPPORT MONTANA PUBLIC RADIO (THE UNIVERSITY OF MONTANA) 950 ARTHUR AVENUE MISSOULA MT 59801 810362989 501(C)(3) 12950 0 GENERAL SUPPORT PLANNED PARENTHOOD OF MONTANA 1116 GRAND AVE SUITE 201 BILLINGS MT 59102 810307201 501(C)(3) 14800 0 GENERAL SUPPORT WHITEFISH HIGH SCHOOL BASEBALL PO BOX 4191 WHITEFISH MT 59937 882416125 501(C)(3) 15000 0 GENERAL SUPPORT TROUT UNLIMITED PO BOX 1378 LIVINGSTON MT 59047 237184515 501(C)(3) 15087 0 GENERAL SUPPORT CITIZENS FOR A BETTER FLATHEAD PO BOX 2198 KALISPELL MT 59903 810482317 501(C)(3) 16300 0 GENERAL SUPPORT THE VITAL GROUND FOUNDATION INC 20 FORT MISSOULA ROAD MISSOULA MT 59804 870483446 501(C)(3) 19000 0 GRIZZLY HABITAT, GENERAL SUPPORT ALBANY MEDICAL COLLEGE 543 NEW SCOTLAND AVENUE ALBANY NY 12208 141338310 501(C)(3) 20000 0 GENERAL SUPPORT WHITEFISH LIBRARY ASSOCIATION PO BOX 543 WHITEFISH MT 59937 816013674 501(C)(3) 20320 0 COMPUTERS, GENERAL SUPPORT UNIVERISTY OF MONTANA FOUNDATION 9250 ARTHUR AVENUE MISSOULA MT 59801 810362989 501(C)(3) 21900 0 GENERAL SUPPORT TAMARACK GRIEF RESOURCE CENTER 516 SOUTH ORANGE MISSOULA MT 59801 262278278 501(C)(3) 23265 0 GENERAL SUPPORT BOLD VISIONS CONSERVATION 91 CAMPUS DRIVE PMB 1004 MISSOULA MT 59801 461905311 501(C)(3) 25000 0 GENERAL SUPPORT FLATHEAD RAPIDS YOUTH SOCCER PO BOX 241 WHITEFISH MT 59937 452941434 501(C)(3) 26812 0 STORAGE BUILDING, GENERAL SUPPORT LARK SKOLA 300 EAST SECOND STREET UNIT 2 WHITEFISH MT 59937 882649209 501(C)(3) 33738 0 GENERAL SUPPORT FLATHEAD COUNTY SHERIFF'S POSSE PO BOX 310 KALISPELL MT 59903 816011531 501(C)(3) 36287 0 GENERAL SUPPORT FLATHEAD INDUSTRIES PO BOX 1916 KALISPELL MT 59903 237359797 501(C)(3) 37221 0 GENERAL SUPPORT MONTANA YOUTH DIABETES ALLIANCE 3978 HWY 40 COLUMBIA FALLS MT 59912 843705917 501(C)(3) 37822 0 GENERAL SUPPORT NATURE CONSERVANCY OF MONTANA 32 S EWING STREET HELENA MT 59601 530242652 501(C)(3) 38087 0 GENERAL SUPPORT VALLEY NEIGHBORS OF THE FLATHEAD PO BOX 1024 KALISPELL MT 59903 862676456 501(C)(3) 39200 0 GENERAL SUPPORT GLACIER SKATE ACADEMY PO BOX 4593 WHITEFISH MT 59937 474330519 501(C)(3) 41025 0 GENERAL SUPPORT EARTHJUSTICE 50 CALIFORNIA STREET SAN FRANCISCO CA 94111 363416198 501(C)(3) 41500 0 GENERAL SUPPORT INTERNATIONAL WILDLIFE COEXISTENCE NETWORK 9169 W STATE ST 1014 GARDEN CITY ID 83714 851079131 501(C)(3) 41980 0 GENERAL SUPPORT FAST BLACKFEET PO BOX 1752 BROWNING MT 59417 813755269 501(C)(3) 42000 0 GENERAL SUPPORT GLACIER HOCKEY ASSOCIATION PO BOX 905 WHITEFISH MT 59937 810480530 501(C)(3) 42030 0 GENERAL SUPPORT BIG BROTHERS BIG SISTERS OF NORTHWEST MONTANA 137 MAIN STREET KALISPELL MT 59901 810374742 501(C)(3) 42782 0 GENERAL SUPPORT WINGS REGIONAL CANCER SUPPORT INC PO BOX 7852 KALISPELL MT 59901 841423019 501(C)(3) 42955 0 GENERAL SUPPORT CRESTON FIREFIGHTER'S ASSOCIATION 4498 MT HWY 35 KALISPELL MT 59901 810457369 501(C)(3) 43440 0 GENERAL SUPPORT WHITEFISH DOG PARK PO BOX 754 WHITEFISH MT 59937 020800948 501(C)(3) 43793 0 GENERAL SUPPORT BIGFORK ART AND CULTURAL CENTER 525 ELECTRIC AVE BIGFORK MT 59911 366212000 501(C)(3) 43930 0 GENERAL SUPPORT WRITING COACHES OF MONTANA PO BOX 7592 MISSOULA MT 59807 204424994 501(C)(3) 44250 0 GENERAL SUPPORT FOR THE CHILDREN INC PO BOX 21 WHITEFISH MT 59937 810516011 501(C)(3) 45000 0 GENERAL SUPPORT NORTHWEST MONTANA HISTORY MUSEUM 124 SECOND AVENUE EAST KALISPELL MT 59901 810439232 501(C)(3) 45432 0 GENERAL SUPPORT CHILDREN'S HOUSE MONTESSORI SCHOOL 1301 7TH ST WHITEFISH MT 59937 810406353 501(C)(3) 45561 0 GENERAL SUPPORT FLATHEAD RIVERS ALLIANCE PO BOX 190688 WHITEFISH MT 59937 844763768 501(C)(3) 46679 0 GENERAL SUPPORT CONRAD MANSION DIRECTORS INC PO BOX 1041 KALISPELL MT 59903 510166540 501(C)(3) 47021 0 GENERAL SUPPORT WHITEFISH SCHOOL DISTRICT #44 600 EAST SECOND STREET WHITEFISH MT 59937 816000395 501(C)(3) 47115 0 GENERAL SUPPORT WHITEFISH FIRE FIGHTERS ASSOCIATION PO BOX 1154 WHITEFISH MT 59937 810530885 501(C)(3) 48113 0 EQUIPMENT NEEDS, GENERAL SUPPORT AMAZING PLACE MUSIC PO BOX 40631 WHITEFISH MT 59937 832167578 501(C)(3) 49965 0 GENERAL SUPPORT FLATHEAD AUDUBON SOCIETY PO BOX 9173 KALISPELL MT 59904 810447830 501(C)(3) 50954 0 GENERAL SUPPORT NORTHWEST MONTANA VETERANS STAND DOWN & FOOD PANTRY 1349 HWY 2 E KALISPELL MT 59901 743030535 501(C)(3) 52890 0 GENERAL SUPPORT MONTANA KAYAK ACADEMY 823 KALISPELL AVE WHITEFISH MT 59937 474883302 501(C)(3) 54550 0 GENERAL SUPPORT MY GLAICER VILLAGE 1103 S MAIN ST KALISPELL MT 59901 832180377 501(C)(3) 55289 0 GENERAL SUPPORT GATEWAY TO GLACIER TRAIL 110 BEAR STREET CORAM MT 59913 452385798 501(C)(3) 55650 0 GENERAL SUPPORT MONTANA CONSERVATION CORPS 206 N GRAND BOZEMAN MT 59715 810467431 501(C)(3) 59192 0 GENERAL SUPPORT STUMPTOWN ART STUDIO PO BOX 4938 WHITEFISH MT 59937 810509671 501(C)(3) 60276 0 EQUIPMENT NEEDS, GENERAL SUPPORT GOOD GRIEF GROUP PO BOX 7896 KALISPELL MT 59904 821337890 501(C)(3) 61352 0 GENERAL SUPPORT KALISPELL EDUCATION FOUNDATION PO BOX 9136 KALISPELL MT 59904 204281682 501(C)(3) 61665 0 GENERAL SUPPORT IMMANUEL FOUNDATION 185 CRESTLINE AVENUE KALISPELL MT 59901 824366126 501(C)(3) 61793 0 GENERAL SUPPORT TWO BEAR THERAPEUTIC RIDING CENTER 1700 KM RANCH ROAD WHITEFISH MT 59937 320570639 501(C)(3) 62127 0 GENERAL SUPPORT FRIENDS OF THE FLATHEAD AVALANCHE CENTER PO BOX 4276 WHITEFISH MT 59937 471135769 501(C)(3) 62743 0 GENERAL SUPPORT LOGAN HEALTH - WHITEFISH FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 501(C)(3) 63041 0 GENERAL SUPPORT WHITEFISH REVIEW 708 LUPFER AVENUE WHITEFISH MT 59937 264539954 501(C)(3) 63368 0 GENERAL SUPPORT WHITEFISH COMMUNITY CENTER 121 E 2ND ST WHITEFISH MT 59937 816034513 501(C)(3) 63679 0 EQUIPMENT NEEDS, GENERAL SUPPORT HOCKADAY MUSEUM OF ART 302 2ND AVE E KALISPELL MT 59901 810303038 501(C)(3) 64203 0 GENERAL SUPPORT BOYS AND GIRLS CLUB OF GLACIER COUNTRY PO BOX 961 COLUMBIA FALLS MT 59912 810531133 501(C)(3) 67862 0 GENERAL SUPPORT HABITAT FOR HUMANITY 307 1ST AVENUE EAST STE 1 KALISPELL MT 59903 810461253 501(C)(3) 75175 0 GENERAL SUPPORT ALPINE THEATRE PROJECT PO BOX 1959 WHITEFISH MT 59937 770626385 501(C)(3) 76458 0 GENERAL SUPPORT FOYS TO BLACKTAIL TRAILS PO BOX 81 KALISPELL MT 59903 861101906 501(C)(3) 76987 0 GENERAL SUPPORT WHITEFISH VETERANS SUPPORT TEAM PO BOX 5512 WHITEFISH MT 59937 472873695 501(C)(3) 77412 0 GENERAL SUPPORT CODE GIRLS UNITED 38 E WASHINGTON KALISPELL MT 59904 831174058 501(C)(3) 77816 0 GENERAL SUPPORT BIGFORK FOOD BANK PO BOX 850 BIGFORK MT 59911 472397420 501(C)(3) 78987 0 GENERAL SUPPORT GLACIER INSTITUTE PO BOX 1887 KALISPELL MT 59903 363345632 501(C)(3) 82192 0 GENERAL SUPPORT BOB MARSHALL WILDERNESS FOUNDATION PO BOX 190688 HUNGRY HORSE MT 59919 311597921 501(C)(3) 82477 0 GENERAL SUPPORT BIGFORK ACES INC PO BOX 345 BIGFORK MT 59911 300764283 501(C)(3) 86684 0 GENERAL SUPPORT FLATHEAD AREA MOUNTAIN BIKERS 326 2ND ST E WHITEFISH MT 59937 203745517 501(C)(3) 88613 0 GENERAL SUPPORT HOUSING WHITEFISH PO BOX 1237 WHITEFISH MT 59937 200388469 501(C)(3) 89096 0 GENERAL SUPPORT LIGHTHOUSE CHRISTIAN HOME PO BOX 8931 KALISPELL MT 59904 363766292 501(C)(3) 89568 0 FACILITY RENOVATION, GENERAL SUPPORT WHITEFISH LAKE INSTITUTE 550 EAST 1ST STREET 103 WHITEFISH MT 59937 030556055 501(C)(3) 90523 0 RESEARCH PROGRAMS, GENERAL SUPPORT LOGAN HEALTH FOUNDATION 310 SUNNYVIEW LN KALISPELL MT 59901 810406485 501(C)(3) 93806 0 GENERAL SUPPORT GLACIER NORDIC CLUB PO BOX 403 WHITEFISH MT 59937 363442067 501(C)(3) 100761 0 GENERAL SUPPORT FLATHEAD YOUTH HOME 825 OREGON STREET KALISPELL MT 59901 810331313 501(C)(3) 105855 0 GENERAL SUPPORT FLATHEAD VALLEY SKI EDUCATION FOUNDATION PO BOX 623 WHITEFISH MT 59937 237300629 501(C)(3) 110862 0 FIELDTRIPS, 5TH GRADE SEASON PASS PROGRAM, GENERAL SUPPORT PROJECT WHITEFISH KIDS PO BOX 2010 WHITEFISH MT 59937 810526331 501(C)(3) 112857 0 GENERAL SUPPORT BACKPACK ASSISTANCE PROGRAM PO BOX 314 WHITEFISH MT 59937 464364374 501(C)(3) 113097 0 GENERAL SUPPORT CENTER FOR RESTORATIVE YOUTH JUSTICE 22 1ST AVENUE EAST KALISPELL MT 59901 841428210 501(C)(3) 115794 0 GENERAL SUPPORT FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION 777 GRANDVIEW DRIVE KALISPELL MT 59901 810365752 501(C)(3) 123997 0 SCHOLARSHIP FUNDS, GENERAL SUPPORT WHITEFISH THEATRE COMPANY ONE CENTRAL AVENUE WHITEFISH MT 59937 810381173 501(C)(3) 130880 0 GENERAL SUPPORT FLATHEAD LAND TRUST PO BOX 1913 KALISPELL MT 59903 363479966 501(C)(3) 131489 0 GENERAL SUPPORT GLACIER SYMPHONY & CHORALE PO BOX 2491 KALISPELL MT 59903 810413320 501(C)(3) 139091 0 GENERAL SUPPORT IMAGINEIF LIBRARY FOUNDATION 44 SECOND AVE WEST KALISPELL MT 59901 810460195 501(C)(3) 140440 0 GENERAL SUPPORT CHILD BRIDGE PO BOX 310 BIGFORK MT 59911 273382066 501(C)(3) 141610 0 GENERAL SUPPORT GLACIER NATIONAL PARK CONSERVANCY PO BOX 2749 COLUMBIA FALLS MT 59912 562579734 501(C)(3) 141768 0 GENERAL SUPPORT FLATHEAD FOOD BANK 1203 HWY 2 WEST SUITE 2 KALISPELL MT 59901 810399818 501(C)(3) 145208 0 GENERAL SUPPORT FLATHEAD WARMING CENTER PO BOX 7142 KALISPELL MT 59904 833555313 501(C)(3) 148061 0 GENERAL SUPPORT SHEPHERD'S HAND CLINIC 5150 RIVER LAKES PARKWAY WHITEFISH MT 59937 371603581 501(C)(3) 161202 0 GENERAL SUPPORT CASA FOR KIDS INC PO BOX 11195 KALISPELL MT 59901 273973281 501(C)(3) 185439 0 GENERAL SUPPORT MAYO CLINIC 200 FIRST STREET SW NO TAX ROCHESTER MN 55905 383952644 501(C)(3) 200300 0 GENERAL SUPPORT SPARROW'S NEST OF NW MT PO BOX 8384 KALISPELL MT 59904 472120103 501(C)(3) 206172 0 FACILITY RENOVATION, GENERAL SUPPORT NORTHWEST MONTANA COMMUNITY LAND TRUST 309 WISCONSIN AVENUE WHITEFISH MT 59901 271832846 501(C)(3) 214225 0 GENERAL SUPPORT HUMANE SOCIETY OF NW MONTANA PO BOX 221 KALISPELL MT 59903 810496442 501(C)(3) 215667 0 GENERAL SUPPORT VIOLENCE FREE CRISIS LINE - ABBIE SHELTER PO BOX 1401 KALISPELL MT 59903 810361221 501(C)(3) 221702 0 FACILITY UPGRADE, GENERAL SUPPORT SAMARITAN HOUSE PO BOX 592 KALISPELL MT 59903 810466186 501(C)(3) 233525 0 GENERAL SUPPORT LAND TO HAND 2415 ELKO ROAD ELKO GA 31025 471568231 501(C)(3) 253448 0 GENERAL SUPPORT NATE CHUTE FOUNDATION PO BOX 245 WHITEFISH MT 59937 450494907 501(C)(3) 330915 0 GENERAL SUPPORT NORTH VALLEY FOOD BANK 251 FLATHEAD AVENUE WHITEFISH MT 59937 810456048 501(C)(3) 351769 0 GENERAL SUPPORT WHITEFISH LEGACY PARTNERS PO BOX 1895 WHITEFISH MT 59937 200674119 501(C)(3) 354404 0 GENERAL SUPPORT DREAM ADAPTIVE RECREATION PO BOX 4084 WHITEFISH MT 59937 363416198 501(C)(3) 479707 0 SKI PROGRAM, GENERAL SUPPORT NORTH VALLEY MUSIC SCHOOL PO BOX 4446 WHITEFISH MT 59937 810515034 501(C)(3) 1252549 0 GENERAL SUPPORT WHITEFISH CHAMBER OF COMMERCE PO BOX 1120 WHITEFISH MT 59937 810208719 501(C)(6) 14500 0 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 2420 13TH ST W BILLINGS MT 59102 810458102 CHURCH 5209 0 GENERAL SUPPORT CHRIST CHURCH EPISCOPAL 215 3RD AVE E KALISPELL MT 59901 816013008 CHURCH 13300 0 GENERAL SUPPORT EPISCOPAL DIOCESE OF MONTANA PO BOX 2020 HELENA MT 59624 810231779 CHURCH 35000 0 GENERAL SUPPORT EVERGREEN SCHOOL DISTRICT 18 WEST EVERGREEN DRIVE KALISPELL MT 59901 060003660 GOVERNMENT 7000 0 GENERAL SUPPORT COLUMBIA FALLS SCHOOL DISTRICT 501 6TH AVE W COLUMBIA FALLS MT 59912 816000371 GOVERNMENT 8500 0 GENERAL SUPPORT CITY OF WHITEFISH 418 E 2ND STREET WHITEFISH MT 59937 816001325 GOVERNMENT 15000 0 GENERAL SUPPORT 167 5 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 ALAN DAVIS PRESIDENT 156500 0 0 0 0 0 4695 0 8400 0 169595 0 0 0 X 87 2757215 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 CFO 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.