Instrumentl eFile Render
Object ID: 202243199349105999 - Rendered 2024-05-03
TIN: 30-6089834
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
For calendar year 2021, or tax year beginning
01-01-2021
, and ending
12-31-2021
Name of foundation
GIANFORTE FAMILY CHARITABLE TRUST
% SUSAN GIANFORTE
Number and street (or P.O. box number if mail is not delivered to street address)
1320 MANLEY ROAD
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOZEMAN
,
MT
59715
A Employer identification number
30-6089834
B
Telephone number (see instructions)
(406) 585-0604
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
232,267,609
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
0
2
Check
.............
3
Interest on savings and temporary cash investments
124
124
4
Dividends and interest from securities
...
3,618,603
3,383,826
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
7,334,411
b
Gross sales price for all assets on line 6a
17,993,395
7
Capital gain net income (from Part IV, line 2)
...
7,334,411
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
1,919,010
1,916,210
12
Total.
Add lines 1 through 11
........
12,872,148
12,634,571
13
Compensation of officers, directors, trustees, etc.
12,000
12,000
14
Other employee salaries and wages
......
136,206
136,206
15
Pension plans, employee benefits
.......
3,526
16a
Legal fees (attach schedule)
.........
2,112
b
Accounting fees (attach schedule)
.......
19,024
c
Other professional fees (attach schedule)
....
744,029
684,037
57,931
17
Interest
...............
1,227
1,227
18
Taxes (attach schedule) (see instructions)
...
223,090
91,385
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
13,766
13,766
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
22,408
20,328
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,177,388
776,649
240,231
25
Contributions, gifts, grants paid
.......
9,459,133
9,459,133
26
Total expenses and disbursements.
Add lines 24 and 25
10,636,521
776,649
9,699,364
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
2,235,627
b
Net investment income
(if negative, enter -0-)
11,857,922
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2021)
Form 990-PF (2021)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
10,897,426
11,593,945
11,593,945
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
196,966,526
220,673,664
220,673,664
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
207,863,952
232,267,609
232,267,609
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
7,043
23
Total liabilities
(add lines 17 through 22)
.........
7,043
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
207,856,909
232,267,609
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
207,856,909
232,267,609
30
Total liabilities and net assets/fund balances
(see instructions)
.
207,863,952
232,267,609
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
207,856,909
2
Enter amount from Part I, line 27a
.....................
2
2,235,627
3
Other increases not included in line 2 (itemize)
3
22,175,073
4
Add lines 1, 2, and 3
..........................
4
232,267,609
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
232,267,609
Form
990-PF
(2021)
Form 990-PF (2021)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
SEE STIFEL NICOLAUS #23495389
P
2021-01-01
2021-12-31
b
SEE STIFEL NICOLAUS #23495389
P
2020-01-01
2021-12-31
c
SEE STIFEL NICOLAUS #17959392
P
2020-01-01
2021-12-31
d
SEE STIFEL NICOLAUS #39320247
P
2021-01-01
2021-12-31
e
SEE STIFEL NICOLAUS #39320247
P
2020-01-01
2021-12-31
SEE STIFEL NICOLAUS #39320324
P
2021-01-01
2021-12-31
SEE STIFEL NICOLAUS #39320324
P
2020-01-01
2021-12-31
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
34,732
73,835
-39,103
b
2,506,786
1,460,983
1,045,803
c
1,999,724
301,312
1,698,412
d
603,389
450,804
152,585
e
1,831,288
1,233,861
597,427
2,524,195
2,182,774
341,603
5,794,301
4,955,597
838,704
31,655
31,655
31,655
31,655
31,655
31,655
31,655
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-39,103
b
1,045,803
c
1,698,412
d
152,585
e
597,427
341,421
838,704
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
7,334,411
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Form
990-PF
(2021)
Form 990-PF (2021)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
164,825
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
164,825
6
Credits/Payments:
a
2021 estimated tax payments and 2020 overpayment credited to 2021
6a
129,862
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
83,000
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
212,862
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
477
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
47,560
11
Enter the amount of line 10 to be:
Credited to 2022 estimated tax
47,560
Refunded
11
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
MT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2021)
Form 990-PF (2021)
Page
5
Part VI-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
gianfortefoundation.org
14
The books are in care of
SUSAN GIANFORTE
Telephone no.
(406) 585-0604
Located at
1320 MANLEY ROAD
BOZEMAN
MT
ZIP+4
59715
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2021?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2021, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2021?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
No
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2021 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2021.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021?
..
4b
No
Form
990-PF
(2021)
Form 990-PF (2021)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
GREG GIANFORTE
TRUSTEE
2.0
0
0
0
1320 MANLEY ROAD
BOZEMAN
,
MT
59715
SUSAN GIANFORTE
TRUSTEE
4.0
12,000
0
0
1320 MANLEY ROAD
BOZEMAN
,
MT
59715
RICHARD GIANFORTE
TRUSTEE
1.0
0
0
0
12317 102ND LANE NE
KIRKLAND
,
WA
98034
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2021)
Form 990-PF (2021)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
Total
number of others receiving over $50,000 for professional services
.............
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2021)
Form 990-PF (2021)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
213,172,109
b
Average of monthly cash balances
.......................
1b
6,558,201
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
219,730,310
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
219,730,310
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
3,295,955
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
216,434,355
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
10,821,718
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
10,821,718
2a
Tax on investment income for 2021 from Part V, line 5
.......
2a
164,825
b
Income tax for 2021. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
164,825
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
10,656,893
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
10,656,893
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
10,656,893
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
9,699,364
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
4
9,699,364
Form
990-PF
(2021)
Form 990-PF (2021)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2020
(c)
2020
(d)
2021
1
Distributable amount for 2021 from Part X, line 7
10,656,893
2
Undistributed income, if any, as of the end of 2021:
a
Enter amount for 2020 only
.......
0
b
Total for prior years:
2019
,
2018
,
2017
0
3
Excess distributions carryover, if any, to 2021:
a
From 2016
......
640,003
b
From 2017
......
c
From 2018
......
274,491
d
From 2019
......
494,510
e
From 2020
......
1,393,194
f
Total
of lines 3a through e
........
2,802,198
4
Qualifying distributions for 2021 from Part
XI, line 4:
$
9,699,364
a
Applied to 2020, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2021 distributable amount
.....
9,699,364
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2021.
957,529
957,529
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
1,844,669
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2019. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2021. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2022
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2016 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2022.
Subtract lines 7 and 8 from line 6a
......
1,844,669
10
Analysis of line 9:
a
Excess from 2017
....
b
Excess from 2018
....
c
Excess from 2019
....
451,475
d
Excess from 2020
....
1,393,194
e
Excess from 2021
....
Form
990-PF
(2021)
Form 990-PF (2021)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2021
(b)
2020
(c)
2019
(d)
2018
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
GREG SUSAN GIANFORTE
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2021)
Form 990-PF (2021)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
15-57 MINISTRIES
1315 REMINGTON CREST DRIVE
HOUSTON
,
TX
77094
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
5,000
A RAY OF HOPE
46 5th AVE W
KALISPELL
,
MT
59901
NONE
PC
CHARITABLE PURPOSE
20,000
ADAPTIVE PERFORMANCE CENTER
1420 BROADWATER AVE
BILLINGS
,
MT
59102
NONE
PC
CHARITABLE PURPOSE
68,000
AGAPE & ECCLESIA
6612 N NEWGARD AVE APT 2
CHICAGO
,
IL
60626
NONE
PC
CHARITABLE PURPOSE
2,000
AJ BAIN FOUNDATION
421 RIMROCK ROAD
BILLINGS
,
MT
59102
NONE
PC
CHARITABLE PURPOSE
2,500
ALLIANCE DEFENDING FREEDOM
15100 N 90TH STREET
SCOTTSDALE
,
AZ
85260
NONE
CHARITABLE ORG
CHARITABLE PURPOSE
50,000
ALLIANCE FOR CHOICE IN EDUCATION
1201 EAST COLFAX AVENUE STE 302
DENVER
,
CO
80218
NONE
PC
CHARITABLE PURPOSE
889,250
ALLIANCE FOR YOUTH
3220 11TH AVE S
GREAT FALLS
,
MT
59405
NONE
PC
CHARITABLE PURPOSE
25,000
ALPHA USA
1635 EMERSON LANE
NAPERVILLE
,
IL
60540
NONE
PC
CHARITABLE PURPOSE
50,000
AMERICAN COMPUTER MUSEUM
PO BOX 7190
BOZEMAN
,
MT
59771
NONE
CHARITABLE ORG
CHARITABLE PURPOSE
7,500
AMERICAN JOBS FOR AMERICA'S YOUTH MT
PO BOX 923
HELENA
,
MT
59624
NONE
PC
CHARITABLE PURPOSE
10,000
ASLAN YOUTH MINISTRIES
257 HARDING RD
RED BANK
,
NJ
07701
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
70,000
ASSOCIATION OF CLASSICAL CHRISTIAN SCHOOLS
205 E 5TH ST
MOSCOW
,
ID
83843
TRUSTEE
CHARITABLE ORG.
CHARITABLE PURPOSE
25,000
ATLAS CULTURAL FOUNDATION
300 RED TWIG LANE
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
1,000
BALLANTINE UNITED LUNCH AND FOOD BOX PRO
2264 4TH ST
BALLATINE
,
MT
59006
NONE
PC
CHARITABLE PURPOSE
7,000
BELGRADE COMMUNITY LIBRARY FOUNDATION
106 N BROADWAY
BELGRADE
,
MT
59714
NONE
PC
CHARITABLE PURPOSE
25,000
BELGRADE SENIOR CENTER
92 E CAMERON AVENUE
BELGRADE
,
MT
59714
NONE
PC
CHARITABLE PURPOSE
3,000
BETTER BILLINGS FOUNDATION
PO BOX 50489
BILLINGS
,
MT
59105
NONE
PC
CHARITABLE PURPOSE
10,000
BILLINGS CATHOLIC SCHOOLS FOUNDATION
PO BOX 31158
BILLINGS
,
MT
59107
NONE
PC
CHARITABLE PURPOSE
50,000
BOYS & GIRLS CLUB OF MISSOULA COUNTY
1515 FAIRVIEW AVE SUITE 243
MISSOULA
,
MT
59801
NONE
PC
CHARITABLE PURPOSE
8,145
BOZEMAN ART MUSEUM
2612 W MAIN ST STE B
BOZEMAN
,
MT
59718
NONE
PC
CHARITABLE PURPOSE
5,000
BOZEMAN HIGH SCHOOL ROBOTICS
205 NORTH 11TH AVENUE
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
3,000
BOZEMAN PRISON MINISTRIES
2710 COTTONTAIL ROAD
GALLATIN GATEWAY
,
MT
59730
NONE
PC
CHARITABLE PURPOSE
2,000
BOZEMAN PUBLIC LIBRARY
PO BOX 6242
BOZEMAN
,
MT
59771
NONE
PC
CHARITABLE PURPOSE
1,000
BOZEMAN SUNRISE ROTARY CLUB
PO BOX 6523
BOZEMAN
,
MT
59771
NONE
PC
CHARITABLE PURPOSE
10,000
BOZEMAN SYMPHONY
1001 W OAK ST STE 110
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
5,000
BRAVEHEART CHAPLAIN MINISTRY
PO BOX 1132
KALISPELL
,
MT
59903
NONE
PC
CHARITABLE PURPOSE
8,500
BUTTE CARES INC
305 W MERCURY ST SUITE 301
BUTTE
,
MT
59701
NONE
PC
CHARITABLE PURPOSE
3,190
BUTTE LITERACY PROGRAM
PO BOX 244
BUTTE
,
MT
59703
NONE
PC
CHARITABLE PURPOSE
10,000
BUTTE RESCUE MISSION
610 E PLATINUM ST
BUTTE
,
MT
59701
NONE
PC
CHARITABLE PURPOSE
35,000
BUTTE SILVER BOW COUNCIL ON AGING
615 E MERCURY ST
BUTTE
,
MT
59701
NONE
PC
CHARITABLE PURPOSE
5,000
BUTTE SPIRIT CENTER
1053 POINT OF ROCKS RD
WHITEHALL
,
MT
59759
NONE
PC
CHARITABLE PURPOSE
26,000
CAMP BIGHORN
1850 MONTANA HIGHWAY 135
PLAINS
,
MT
59859
NONE
PC
CHARITABLE PURPOSE
2,000
CATERING TO AFRICANS IN NEED
105 LINDEN STREET 3RD FL
NEW HAVEN
,
CT
06511
NONE
PC
CHARITABLE PURPOSE
9,000
CHESTERTON HOUSE
CORNELL UNIVERSITY PO BOX 4405
ITHACA
,
NY
14852
NONE
PC
CHARITABLE PURPOSE
10,000
CHILD BRIDGE
PO BOX 310
BIG FORK
,
MT
59911
NONE
PC
CHARITABLE PURPOSE
450,000
CHOTEAU COUNTY FOOD BANK
1020 13TH ST
FORT BENTON
,
MT
59442
NONE
PC
CHARITABLE PURPOSE
5,000
CODE GIRLS UNITED
PO BOX 8272
KALISPELL
,
MT
59904
NONE
PC
CHARITABLE PURPOSE
35,000
COLLECTIVE CHICAGO
1262 W ARGYLE ST
CHICAGO
,
IL
60640
NONE
PC
CHARITABLE PURPOSE
80,000
COMMUNIO
5901 KINGSTOWNE VILLAGE PKWY STE 10
ALEXANDRIA
,
VA
22315
NONE
PC
CHARITABLE PURPOSE
548,755
COMMUNITY LEADERSHIP AND DEV INC
PO BOX 3381
BILLINGS
,
MT
59103
NONE
PC
CHARITABLE PURPOSE
740,094
COMPASSION INTERNATIONAL
12290 VOYAGER PKWY
COLORADO SPRINGS
,
CO
80921
NONE
PC
CHARITABLE PURPOSE
1,000
CONNECTIONS CHURCH
5554 GRAND AVE
BILLINGS
,
MT
59106
NONE
PC
CHARITABLE PURPOSE
1,100
CORNERSTONE FAITH CENTER INC
PO BOX 578
ST IGNATIUS
,
MT
59865
NONE
PC
CHARITABLE PURPOSE
19,500
CORPORATE AMERICA SUPPORTS YOU
10 STONE FALCON CT
LAKE SAINT LOUIS
,
MO
63367
NONE
PC
CHARITABLE PURPOSE
-20,716
CROWN FINANCIAL MINISTRY
8331 E WALKER SPRINGS LANE SUITE 3
KNOXVILLE
,
TN
37923
NONE
PC
CHARITABLE PURPOSE
50,000
CRU MINISTRIES
PO BOX 628222
ORLANDO
,
FL
328328222
NONE
PC
CHARITABLE PURPOSE
123,000
DAWSON COMMUNITY COLLEGE
PO BOX 189
DARBY
,
MT
59829
NONE
PC
CHARITABLE PURPOSE
50,000
EAGLE MOUNT BOZEMAN
6901 GOLDENSTEIN LANE
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
10,000
ECHOZ PREGNANCY CARE CENTER
1323 9TH AVE SOUTH
GREAT FALLS
,
MT
59404
NONE
PC
CHARITABLE PURPOSE
25,000
ED CHOICE
111 MONUMENT CIRCLE SUITE 2650
INDIANAPOLIS
,
IN
46204
NONE
PC
CHARITABLE PURPOSE
25,000
EDIFY
8825 AERO DR SUITE 220
SAN DIEGO
,
CA
92123
NONE
PC
CHARITABLE PURPOSE
150,000
ELIZABETH SMART FOUNDATION
6337 HIGHLAND DRIVE 2056
HOLLADAY
,
UT
84121
NONE
PC
CHARITABLE PURPOSE
3,000
FAMILY INDEPENDENCE INITIATIVE
PO BOX 71363
OAKLAND
,
CA
94612
NONE
PC
CHARITABLE PURPOSE
100,000
FAMILY LIFE MINISTRIES
PO BOX 62822
ORLANDO
,
FL
32862
NONE
PC
CHARITABLE PURPOSE
50,000
FAMILY PROMISE OF GALLATIN VALLEY
PO BOX 475
BOZEMAN
,
MT
59771
NONE
PC
CHARITABLE PURPOSE
100,000
FAMILY PROMISE OF GREATER HELENA
PO BOX 939
HELENA
,
MT
59624
NONE
PC
CHARITABLE PURPOSE
12,700
FAMILY PROMISE OF YELLOWSTONE VALLEY
10 S 26TH ST
BILLINGS
,
MT
59101
NONE
PC
CHARITABLE PURPOSE
20,000
FAMILY RESEARCH COUNCIL
801 G STREET NW
WASHINGTON
,
DC
20001
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
50,000
FATHERS IN THE FIELD
6796 N FRANKLIN AVE
LOVELAND
,
CO
80538
NONE
PC
CHARITABLE PURPOSE
100,000
FELLOWSHIP OF CHRISTIAN ATHLETES
526 STADLER
HELENA
,
MT
59601
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
50,000
FELLOWSHIP OF CHRISTIAN COWBOYS
PO BOX 573
BELGRADE
,
MT
59714
NONE
CHARITABLE ORG
CHARITABLE PURPOSE
3,500
FIGHT THE NEW DRUG
1680 S MAIN ST
SALT LAKE CITY
,
UT
84115
NONE
PC
CHARITABLE PURPOSE
20,000
FIRST ALLIANCE CHURCH
1835 CENTRAL AVE
BILLINGS
,
MT
59102
NONE
PC
CHARITABLE PURPOSE
2,600
FLATHEAD WARMING CENTER
PO BOX 7142
KALISPELL
,
MT
59904
NONE
PC
CHARITABLE PURPOSE
120,000
FLORENCE CRITTENTON HOME & SERVICES
901 NORTH HARRIS STREET
HELENA
,
MT
59601
NONE
PC
CHARITABLE PURPOSE
20,000
FOCUS ON THE FAMILY
8605 EXPLORER WAY
COLORADO SPRINGS
,
CO
80920
NONE
PC
CHARITABLE PURPOSE
50,000
FRIENDS OF BUTTE VETS TREATMENT CENTER
PO BOX 4354
BUTTE
,
MT
59702
NONE
PC
CHARITABLE PURPOSE
45,929
FRIENDSHIP HOUSE OF CHRISTIAN SERVICE
3123 8TH AVE SOUTH
BILLINGS
,
MT
59101
NONE
PC
CHARITABLE PURPOSE
35,000
GALLATIN VALLEY FOUNDATION FOR ECON DEV
2015 CHARLOTTE ST STE 1
BOZEMAN
,
MT
59718
NONE
PC
CHARITABLE PURPOSE
2,500
GALLATIN VALLEY YMCA
3673 LOVE LANE
BOZEMAN
,
MT
59718
NONE
PC
CHARITABLE PURPOSE
10,000
GOOD SAMARITAN MINISTRIES & THRIFT STORE
3067 N MONTANA AVE
HELENA
,
MT
59601
NONE
PC
CHARITABLE PURPOSE
10,000
GRACE BIBLE CHURCH
3625 S 19TH STREET
BOZEMAN
,
MT
59718
NONE
PC
CHARITABLE PURPOSE
206,000
GREAT FALLS CHILDREN'S RECEIVING HOME
PO BOX 1061
GREAT FALLS
,
MT
59403
NONE
PC
CHARITABLE PURPOSE
6,000
GREAT FALLS PUBLIC SCHOOLS
2601 8TH ST NE
GREAT FALLS
,
MT
59404
NONE
PC
CHARITABLE PURPOSE
5,000
GREAT FALLS RESCUE MISSION
408 2ND AVENUE SOUTH
GREAT FALLS
,
MT
59403
NONE
PC
CHARITABLE PURPOSE
40,000
GREATER IMPACT INC
PO BOX 4199
BOZEMAN
,
MT
59772
NONE
PC
CHARITABLE PURPOSE
25,000
GREENHOUSE MOVEMENT
2849 S KOLIN AVE
CHICAGO
,
IL
60623
NONE
PC
CHARITABLE PURPOSE
2,000
HABITAT FOR HUMANITY OF FLATHEAD
2535 HWY 93 S
KALISPELL
,
MT
59901
NONE
PC
CHARITABLE PURPOSE
7,500
HABITAT FOR HUMANITY OF GREAT FALLS
905 1ST AVENUE NORTH
GREAT FALLS
,
MT
59403
NONE
PC
CHARITABLE PURPOSE
5,000
HARVEST SPRINGS COMMUNITY CHURCH
1001 36TH
KALISPELL
,
MT
59404
NONE
PC
CHARITABLE PURPOSE
1,150
HEART OF MONTANA LOVE
214 WEST MAIN STREET SUITE 201
LEWISTOWN
,
MT
59457
NONE
PC
CHARITABLE PURPOSE
10,000
HELENA VALLEY FAITH CENTER
PO BOX 785
EAST HELENA
,
MT
59635
NONE
PC
CHARITABLE PURPOSE
1,100
HER CAMPAIGN
PO BOX 51451
BILLINGS
,
MT
59105
NONE
PC
CHARITABLE PURPOSE
40,000
HERITAGE CHRISTIAN SCHOOL
4310 DURSTON RD
BOZEMAN
,
MT
59718
NONE
PC
CHARITABLE PURPOSE
6,000
HI-LINE PREGNANCY RESOURCE CENTER
315 1ST STREET
HAVRE
,
MT
59501
NONE
PC
CHARITABLE PURPOSE
10,000
HILLSDALE COLLEGE
33 E COLLEGE ST
HILLSDALE
,
MI
49242
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
12,500
HOLTER MUSEUM OF ART
12 E LAWRENCE ST
HELENA
,
MT
59601
NONE
PC
CHARITABLE PURPOSE
1,000
HOPA MOUNTAIN
234 E BABCOCK SUITE E
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
20,000
HOPE CENTER
308 SPIRES WAY
DIVIDE
,
MT
59727
NONE
PC
CHARITABLE PURPOSE
1,600
HOPE CENTER MINISTRIES
PO BOX 87
CLANCY
,
MT
59634
NONE
PC
CHARITABLE PURPOSE
40,000
HOPE PREGNANCY MINISTRIES
1281 BURNS WAY
KALISPELL
,
MT
59901
NONE
PC
CHARITABLE PURPOSE
25,000
HUMAN RESOURCE DEV COUNCIL
32 S TRACY AVE
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
50,000
IMPACT MONTANA INC
PO BOX 6061
HELENA
,
MT
59604
NONE
PC
CHARITABLE PURPOSE
10,000
INSPIRE PREGNANCY OUTREACH CENTER
108 6TH AVE NORTH
LEWISTOWN
,
MT
59457
NONE
PC
CHARITABLE PURPOSE
6,500
INTERMOUNTAIN CHILDREN'S HOME
500 SOUTH LAMBORN
HELENA
,
MT
59601
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
10,000
INTERMOUNTAIN OPERA
PO BOX 37
BOZEMAN
,
MT
59771
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
15,000
INTERNATIONAL STUDENTS INC
PO BOX C
COLORADO SPRINGS
,
CO
809013000
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
50,000
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895
MADISON
,
WI
53707
NONE
PC
CHARITABLE PURPOSE
20,000
KALEIDOSCOPE A THEATER AND ARTS CO-OP
3443 LOVE LAND BARN
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
1,000
KIDS HOPE USA
201 W WASHINGTON AVE SUITE 20
ZEELAND
,
MI
49464
NONE
PC
CHARITABLE PURPOSE
5,000
LAVIE DBA BILLINGS CRISIS PREG CTR INC
PO BOX 80146
BILLINGS
,
MT
59108
NONE
PC
CHARITABLE PURPOSE
525,000
LIGHTHOUSE CHRISTIAN HOME & SERVICES
384 N SOMERS RD
KALISPELL
,
MT
59901
NONE
PC
CHARITABLE PURPOSE
5,000
LIGHTHOUSE COMMUNITY PARTNERS
PO BOX 7121
GREAT FALLS
,
MT
59406
NONE
PC
CHARITABLE PURPOSE
10,000
LIVING HOPE CHURCH
226 S 3RD STREET
LIVINGSTON
,
MT
59047
NONE
PC
CHARITABLE PURPOSE
1,100
LIVINGSTON FOOD PANTRY OF PARK COUNTY
202 S 2ND ST
LIVINGSTON
,
MT
59047
NONE
PC
CHARITABLE PURPOSE
10,000
LOVE IN THE NAME OF CHRIST - GALLATIN CITY
PO BOX 7117
BOZEMAN
,
MT
59771
NONE
PC
CHARITABLE PURPOSE
50,000
LOVE INC OF YELLOWSTONE COUNTY
PO BOX 1254
BILLINGS
,
MT
59103
NONE
PC
CHARITABLE PURPOSE
20,000
LOVE THY NEIGHBOR
PO BOX 847
EATONTOWN
,
NJ
07740
NONE
PC
CHARITABLE PURPOSE
10,000
MASTERS COLLEGE
21726 PLACERITA CANYON RD
SANTA CLARITA
,
CA
91321
NONE
PC
CHARITABLE PURPOSE
25,000
MIGHTY OAKS FOUNDATION
38397 INNOVATION COURT SUITE 101
MURRIETA
,
CA
92563
NONE
PC
CHARITABLE PURPOSE
26,500
MINISTRY TO STATE HELENA MONTANA
5975 NORTH SLOPE
HELENA
,
MT
59602
NONE
PC
CHARITABLE PURPOSE
2,000
MISSIO DEI CHICAGO (UPTOWN)
1242 W ADDISON
CHICAGO
,
IL
60613
NONE
PC
CHARITABLE PURPOSE
4,000
MISSION AVIATION FELLOWSHIP
PO BOX 47
NAMPA
,
ID
83653
NONE
PC
CHARITABLE PURPOSE
25,000
MISSION VALLEY CHRISTIAN ACADEMY
38907 HWY 35
POISON
,
MT
59860
NONE
PC
CHARITABLE PURPOSE
291,546
MISSOULA BOXING CLUB INC
1633 SOUTH AVE
MISSOULA
,
MT
59801
NONE
PC
CHARITABLE PURPOSE
10,000
MISSOULA INTERFAITH COLLABORATIVE
2205 34TH ST
MISSOULA
,
MT
59801
NONE
PC
CHARITABLE PURPOSE
15,000
MISSOULA ROBOTICS TEAM 3216
901 SOUTH AVENUE WEST
MISSOULA
,
MT
59801
NONE
PC
CHARITABLE PURPOSE
1,500
MONTANA CHAMBER MUSIC SOCIETY
PO BOX 1506
BOZEMAN
,
MT
59771
NONE
PC
CHARITABLE PURPOSE
2,000
MONTANA COUNCIL ON ECONOMIC EDUCATION
PO BOX 1306
HELENA
,
MT
59624
NONE
PC
CHARITABLE PURPOSE
1,000
MONTANA FAMILY INSTITUTE
PO BOX 494
LAUREL
,
MT
59044
NONE
PC
CHARITABLE PURPOSE
205,500
MONTANA FFA FOUNDATION INC
502 S 19TH AVE STE 102
BOZEMAN
,
MT
59718
NONE
CHARITABLE ORG
CHARITABLE PURPOSE
10,000
MONTANA HIGHER ED STUD ASSIS CORP
PO BOX 5209
HELENA
,
MT
59601
NONE
PC
CHARITABLE PURPOSE
306,500
MONTANA METH PROJECT
PO BOX 8944
MISSOULA
,
MT
59807
NONE
PC
CHARITABLE PURPOSE
200,000
MONTANA SHAKESPEARE IN THE PARKS
P O BOX 174120
BOZEMAN
,
MT
59717
NONE
PC
CHARITABLE PURPOSE
36,000
MONTANA STATE UNIVERSITY ALUMNI FOUNDATION
1501 SOUTH 11TH AVENUE
BOZEMAN
,
MT
59717
NONE
CHARITABLE ORG
CHARITABLE PURPOSE
250,000
MONTANA THEATERWORKS - ELLEN THEATER
PO BOX 28
BOZEMAN
,
MT
59771
NONE
PC
CHARITABLE PURPOSE
50,000
MORNING STAR BAPTIST CHURCH
PO BOX 114
LAME DEER
,
MT
59043
NONE
PC
CHARITABLE PURPOSE
2,500
MOUNTAIN HOME
2606 SOUTH AVE WEST
MISSOULA
,
MT
59804
NONE
PC
CHARITABLE PURPOSE
20,000
MOUNTAINSONG CHURCH
PO BOX 1778
BIGFORK
,
MT
59911
NONE
PC
CHARITABLE PURPOSE
1,100
MSU EXTENSION OFFICE
PO BOX 170535
BOZEMAN
,
MT
59717
NONE
PC
CHARITABLE PURPOSE
1,000
NACDC FINANCIAL SERVICES
101 PATA ST
BROWNING
,
MT
59417
NONE
PC
CHARITABLE PURPOSE
9,000
NATIVE NATIONS CHAPLAINCY ALLIANCE
117 7TH AVE WEST
ROUNDUP
,
MT
59072
NONE
PC
CHARITABLE PURPOSE
-1,735
NEW HOPE CLINIC
320 S IDAHO ST
BUTTE
,
MT
59701
NONE
PC
CHARITABLE PURPOSE
13,000
NEW HOPE PREGNANCY SUPPORT CTR OF DILLON
610 N MONTANA ST 6
DILLON
,
MT
59725
NONE
PC
CHARITABLE PURPOSE
15,500
OMF INTERNATIONAL
10 W DRY CREEK
LITTLEON
,
CO
80120
NONE
PC
CHARITABLE PURPOSE
3,000
ONE VALLEY COMMUNITY FOUNDATION
1627 W MAIN STREET BOX 404
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
1,500
OPTION WOMEN'S CLINIC
1005 PARTRIDGE PLACE STE 1
HELENA
,
MT
59602
NONE
PC
CHARITABLE PURPOSE
25,000
OUTFITTERS FOR CHRIST
PO BOX 140
YAMPA
,
CO
80483
NONE
PC
CHARITABLE PURPOSE
15,000
OUTREACH CLINIC OF MILES CITY
PO BOX 596
MILES CITY
,
MT
59301
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
24,980
PETRA ACADEMY
4720 CLASSICAL WAY
BOZEMAN
,
MT
59718
NONE
PC
CHARITABLE PURPOSE
46,418
PHILANTHROPY ROUNDTABLE
1120 20TH STREET SUITE 550 SOUTH
WASHINGTON
,
DC
20036
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
25,000
PROMISE686
19 HOLCOMB BRIDGE ROAD
NORCROSS
,
GA
30071
NONE
PC
CHARITABLE PURPOSE
10,000
RAFIKI FOUNDATION
23315 COUNTY RD 44 A
EUSTIS
,
FL
32736
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
250,000
REBOOT ALLIANCE
PO BOX 381
PLEASANT VIEW
,
TN
37146
NONE
PC
CHARITABLE PURPOSE
18,750
RIPE FOR HARVEST
PO BOX 487
MONUMENT
,
CO
80132
NONE
PC
CHARITABLE PURPOSE
4,000
RIVER OF LIFE MINISTRIES
4007 HWY 200 E
MISSOULA
,
MT
59802
NONE
PC
CHARITABLE PURPOSE
2,650
ROC WHEELS
PO BOX 11765
BOSEMAN
,
MT
59719
NONE
PC
CHARITABLE PURPOSE
44,000
ROCKY MOUNTAIN BALLET THEATER
2704 BROOKS
MISSOULA
,
MT
59801
NONE
PC
CHARITABLE PURPOSE
10,000
SAMARITAN HOUSE INC
124 9TH AVE WEST
KALISPELL
,
MT
59901
NONE
PC
CHARITABLE PURPOSE
5,000
SKILLSUSA MONTANA
PO BOX 1970
HAVRE
,
MT
59501
NONE
PC
CHARITABLE PURPOSE
7,500
SPARROW'S NEST OF NORTHWEST MT
PO BOX 8384
KALISPELL
,
MT
59904
NONE
PC
CHARITABLE PURPOSE
20,000
SPARROW'S VINE
PO BOX 864
SEELY LAKE
,
MT
59868
NONE
PC
CHARITABLE PURPOSE
14,000
SPECIAL OLYMPICS MONTANA
710 1ST AVENUE NORTH
GREAT FALLS
,
MT
59401
NONE
PC
CHARITABLE PURPOSE
20,000
ST CATHERINE CLINIC AND PREG RES CTR
15 EAST MAIN STREET
BELGRADE
,
MT
59714
NONE
PC
CHARITABLE PURPOSE
36,000
SUMMIT CAREER CENTER
100 FORT OWEN RANCH ROAD
STEVENSVILLE
,
MT
59870
NONE
PC
CHARITABLE PURPOSE
80,000
SUNRISE WOMEN'S CLINIC
PO BOX 1086
SIDNEY
,
MT
59270
NONE
PC
CHARITABLE PURPOSE
20,000
T-6 ADVANCED TRAINING & CAREER DEV
36 EAST FORK RD
BIG TIMBER
,
MT
59011
NONE
PC
CHARITABLE PURPOSE
18,000
THE CHILDREN'S SHAKESPEARE SOCIETY
1627 W MAIN ST 281
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
5,000
THE LIFEGUARD GROUP
13320 BUNCHGRASS LANE
MISSOULA
,
MT
59808
NONE
PC
CHARITABLE PURPOSE
500,000
THE NAVIGATORS
3820 N 30TH ST
COLORADO SPRINGS
,
CO
80904
NONE
PC
CHARITABLE PURPOSE
3,000
THE PHOENIX
2239 CHAMPA ST
DENVER
,
CO
80205
NONE
PC
CHARITABLE PURPOSE
10,000
THE ROCK YOUTH CENTER
214 N 11TH
BOZEMAN
,
MT
59715
NONE
PC
CHARITABLE PURPOSE
45,400
THE SALVATION ARMY A CALIFORNIA CORP
1370 PENNSYLVANIA ST
DENVER
,
CO
80203
NONE
PC
CHARITABLE PURPOSE
10,000
THE SALVATION ARMY NORTHWEST DIV
111 QUEEN ANNE AVE N 300
SEATTLE
,
WA
98109
NONE
PC
CHARITABLE PURPOSE
25,000
THE VERITAS FORUM
PO BOX 380807
CAMBRIDGE
,
MA
02238
NONE
PC
CHARITABLE PURPOSE
135,000
TIKKUN OLAM MINISTRIES
PO BOX 999
FORT BENTON
,
MT
59442
NONE
PC
CHARITABLE PURPOSE
40,000
TRINITY LUTHERAN CHURCH
400 W CALIFORNIA ST
KALISPELL
,
MT
59901
NONE
PC
CHARITABLE PURPOSE
1,100
TRUE NORTH 406 MINISTRIES
345 EAST BOWMAN DR
KALISPELL
,
MT
59901
NONE
PC
CHARITABLE PURPOSE
10,000
UNION GOSPEL MISSION OF MISSOULA
PO BOX 306
MISSOULA
,
MT
59806
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
80,000
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159
MISSOULA
,
MT
59807
NONE
PC
CHARITABLE PURPOSE
182,927
VALLEY CHRISTIAN SCHOOL
2526 SUNSET LANE
MISSOULA
,
MT
59804
NONE
PC
CHARITABLE PURPOSE
20,000
VALLEY FELON-AID
146 BIRCH ST
HAMILTON
,
MT
59840
NONE
PC
CHARITABLE PURPOSE
25,000
VIETNAM VETS OF AMERICA CHAPTER 788
PO BOX 7226
BOZEMAN
,
MT
59771
NONE
PC
CHARITABLE PURPOSE
5,000
WARRIORS AND QUIET WATERS FOUNDATION
351 EVERGREEN DR STE A
BOZEMAN
,
MT
59715
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
2,500
WATSON CHILDREN'S SHELTER
4978 BUCKHOUSE LANE
MISSOULA
,
MT
59804
NONE
PC
CHARITABLE PURPOSE
50,000
YELLOWSTONE BOYS & GIRLS RANCH FOUNDATION
PO BOX 80807
BILLINGS
,
MT
59108
NONE
PC
CHARITABLE PURPOSE
10,000
YELLOWSTONE COUNTY DUI TASK FORCE
316 NORTH 26TH ST
BILLINGS
,
MT
59101
NONE
PC
CHARITABLE PURPOSE
1,500
YES YOUTH EMPOWERMENT SERVICES
1410 W PARK PO BOX 686
ANANCONDA
,
MT
59711
NONE
CHARITABLE ORG.
CHARITABLE PURPOSE
10,000
YOUNG LIFE
PO BOX 520
COLORADO SPRINGS
,
CO
80901
NONE
PC
CHARITABLE PURPOSE
28,000
YOUTH ENTERPRENEURS INC
4111 E 37TH ST N D101
WICHITA
,
KS
67220
NONE
PC
CHARITABLE PURPOSE
174,000
ZOECARE
2251 W KAGY BLVD 2
BOZEMAN
,
MT
59718
NONE
PC
CHARITABLE PURPOSE
38,500
Total
.................................
3a
9,459,133
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2021)
Form 990-PF (2021)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
14
3,618,727
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
7,334,411
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
ORDINARY INCOME OTHER INVESTMENTS-MARK TO MARKET
18
1,673,219
b
ORDINARY INCOME OTHER INVESTMENTS
18
242,991
c
RETURNED GRANTS
41
2,800
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
12,872,148
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
12,872,148
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2021)
Form 990-PF (2021)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2021)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description