Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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 ROADSuiteRoom/suite
City or town, state or province, country, and ZIP or foreign postal code
BOZEMAN, MT59715
A Employer identification number

30-6089834
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$133,684,810J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments 148 148  
4 Dividends and interest from securities...... 3,710,195 1,659,791  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 310,135
b Gross sales price for all assets on line 6a 84,353,032
7 Capital gain net income (from Part IV, line 2)... 310,135
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)....... Click to see attachment 2,340,791 2,340,791  
12 Total. Add lines 1 through 11........ 6,361,269 4,310,865  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,308      
14 Other employee salaries and wages...... 15,617      
15 Pension plans, employee benefits....... 3,823      
16a Legal fees (attach schedule)......... 292      
b Accounting fees (attach schedule)....... 12,110      
c Other professional fees (attach schedule).... Click to see attachment 365,790 315,870    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 79,640 36,860    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 75,596      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 13,701     401
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 586,877 352,730   401
25 Contributions, gifts, grants paid........ 6,014,234 6,014,234
26 Total expenses and disbursements. Add lines 24 and 25 6,601,111 352,730   6,014,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -239,842
b Net investment income (if negative, enter -0-) 3,958,135
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 65,269,030 31,167,910 31,167,910
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 64,186,976 Click to see attachment102,516,900 102,516,900
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 129,456,006 133,684,810 133,684,810
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 129,456,006 133,684,810
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 129,456,006 133,684,810
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 129,456,006 133,684,810
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 129,456,006
2 Enter amount from Part I, line 27a..................... 2 -239,842
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 4,468,646
4 Add lines 1, 2, and 3.......................... 4 133,684,810
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 133,684,810
Form 990-PF (2013)
Form 990-PF (2013)
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 #2288-1604 P 2013-08-19 2013-11-22
b SEE STIFEL NICOLAUS #2288-1604 P 2013-05-31 2013-11-22
c SEE STIFEL NICOLAUS #2288-1604 P 2012-08-22 2013-11-22
d GOLD TRUSTS ETF RETURN OF PRINCIPAL P 2013-01-01 2013-05-01
e SEE STIFEL NICOLAUS #6160-8568 P 2012-10-04 2013-05-01
SEE STIFEL NICOLAUS #6160-8568 P 2012-03-27 2013-08-01
SEE STIFEL NICOLAUS #5920-2230 P 2013-05-31 2013-08-22
SEE STIFEL NICOLAUS #5920-2230 P 2011-06-28 2013-07-23
SEE STIFEL NICOLAUS #5920-2230 P 2012-01-01 2013-07-23
SEE STIFEL NICOLAUS #3932-0247 P 2012-12-24 2013-06-20
SEE STIFEL NICOLAUS #3932-0247 P 2011-12-15 2013-07-08
SEE STIFEL NICOLAUS #3932-0247 P 2010-08-13 2013-06-19
SEE STIFEL NICOLAUS #2349-5389 P 2012-10-01 2013-09-12
SEE STIFEL NICOLAUS #2349-5389 P 2012-06-26 2013-09-19
SEE STIFEL NICOLAUS #2349-5389 P 2010-09-21 2013-03-08
ITAU SA ADR REP 500PFD CASH IN LIEU P 2013-05-24 2013-06-07
SEE STIFEL NICOLAUS #3164-4921 P 2012-05-24 2013-04-26
SEE STIFEL NICOLAUS #3164-4921 P 2012-02-29 2013-05-01
SEE STIFEL NICOLAUS #3164-4921 P 2010-11-11 2013-09-06
ITAU SA ADR REP 500PFD CASH IN LIEU P 2013-05-24 2013-06-07
SEE STIFEL NICOLAUS #2489-0324 P 2013-03-14 2013-05-02
REALTY INCOME CORP CASH IN LIEU P 2012-12-24 2013-01-28
SEE STIFEL NICOLAUS #2489-0324 P 2011-11-21 2013-09-27
SEE STIFEL NICOLAUS #2489-0324 P 2012-04-11 2013-03-14
SEE STIFEL NICOLAUS #2489-0324 P 2012-12-24 2013-01-28
SEE STIFEL NICOLAUS #2489-0324 P 2011-01-01 2013-11-14
SEE STIFEL NICOLAUS #5900-3237 P 2013-06-11 2013-08-16
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 3,534,048   3,544,390 -10,050
b 133,670   140,930 -7,260
c 1,289,211   1,239,988 49,451
d 227     227
e 31,071,350   31,077,018 -5,668
27,982,000   27,982,000  
7,800,189   8,044,570 -244,381
1,794,084   1,862,652 -68,568
5,856,625   5,728,531 128,094
85,668   94,043 -8,375
494,310   410,206 84,104
101,817   57,165 44,652
280,168   316,516 -36,348
554,978   480,614 76,885
143,397   126,270 17,127
3     3
630,982   669,335 -29,939
984,687   944,465 63,984
20,561   15,841 5,747
5     5
976,782   759,593 217,189
3   3  
297,178   253,587 43,591
4,675   3,518 1,157
193   6,402 -6,209
5,109     5,109
298,441   324,246 -23,063
      12,671
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       -10,342
b       -7,260
c       49,223
d       227
e       -5,668
       
      -244,381
      -68,568
      128,094
      -8,375
      84,104
      44,652
      -36,348
      74,364
      17,127
      3
      -38,353
      40,222
      4,720
      5
      217,189
       
      43,591
      1,157
      -6,209
      5,109
      -25,805
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 310,135
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 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 6,361,202 129,483,714 0.049127
2011 7,147,350 121,500,953 0.058825
2010 3,031,965 80,310,235 0.037753
2009 1,986,450 54,201,981 0.036649
2008 2,577,126 58,942,499 0.043723
2 Total of line 1, column (d) ...................... 2 0.226077
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.045215
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 129,497,741
5 Multiply line 4 by line 3....................... 5 5,855,240
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 39,581
7 Add lines 5 and 6......................... 7 5,894,821
8 Enter qualifying distributions from Part XII, line 4.............. 8 6,014,635
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 39,581
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 39,581
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 39,581
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 79,415
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 79,415
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 39,834
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet39,834 RefundedBullet 11  
Part VII-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 page 19 of
the instructions for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
     
    No
    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 XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMT
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    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
    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 addressbulletN/A
    14
    The books are in care ofbulletSUSAN GIANFORTE Telephone no.bullet (216) 367-0680
    Located atbullet1320 MANLEY ROADBOZEMANMT ZIP+4bullet59715
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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 page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    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 2013?.............
    1c
     
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?.........................
    b
    If "Yes," did it have excess business holdings in 2013 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 2013.)....................
    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 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    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?........................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    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
    20.0     		12,000 1,529 0
    1320 MANLEY ROAD
    BOZEMAN,MT59715
    SUSAN GIANFORTE TRUSTEE
    20.0     		8,308 1,529 0
    1320 MANLEY ROAD
    BOZEMAN,MT59715
    RICHARD GIANFORTE TRUSTEE
    2.0     		0 0 0
    1320 MANLEY ROAD
    BOZEMAN,MT59715
    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...................bullet  
    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.............bullet  
    Part IX-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  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,474,887
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    39,581
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    39,581
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,435,306
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    6,435,306
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    6,435,306
    Part XII
    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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 6,435,306
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 2010, 2009 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010....... 0
    d From 2011....... 809,151
    e From 2012....... 1,148,948
    fTotal of lines 3a through e......... 1,958,099
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 6,014,635
    a Applied to 2012, 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 2013 distributable amount..... 6,014,635
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 420,671 420,671
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,537,428
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		1,537,428
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011.... 388,480
    d Excess from 2012.... 1,148,948
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    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)
    aPaid during the year
    GRACE BIBLE CHURCH
    3825 S 19TH STREET
    BOZEMAN,MT59718     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 231,400
    YOUR NETWORK OF PRAISE
    PO BOX 2426
    HAVRE,MT59501     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 46,000
    ZOE PREGNANCY CARING CENTER
    1216 WEST LINCOLN C
    BOZEMAN,MT59715     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 120,000
    OMF INTERNATIONAL
    10 W DRY CREEK
    LITTLEON,CO80120     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,400
    15-57 MINISTRIES
    1315 REMINGTON CREST DRIVE
    HOUSTON,TX77094     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,200
    COMPASSION INTERNATIONAL
    12290 VOYAGER PKWY
    COLORADO SPRINGS,CO80921     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 6,120
    FOCUS ON THE FAMILY
    8605 EXPLORER WAY
    COLORADO SPRINGS,CO80920     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000
    YOUNG LIFE
    PO BOX 520
    COLORADO SPRINGS,CO80901     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 36,000
    PETRA ACADEMY
    4720 CLASSICAL WAY
    BOZEMAN,MT59718     		trustee CHARITABLE ORG. CHARITABLE PURPOSE (BUILDING FD & OPERATING FD) 570,602
    THE MASTERS COLLEGE
    21726 PLACERITA CANYON RD
    SANTA CLARITA,CA91321     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,000
    UGANDA ORPHANS FUND
    101 OAK STREET SUITE 2A
    BOZEMAN,MT59715     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,000
    RED BANK COMMUNITY CHURCH
    135 MONMOUTH STREET
    RED BANK,NJ07701     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,000
    YELLOWSTONE BOYS & GIRLS RANCH FOUNDATION
    PO BOX 80807
    BILLINGS,MT591080807     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,500
    CORNELL UNIVERSITY
    130 E SENECA ST STE 400
    ITHACA,NY14850     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 12,600
    STEVENS INSTITUTE OF TECHNOLOGY
    CASTLE POINT ON HUDSON
    HOBOKEN,NJ07030     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,500
    ASLAN YOUTH MINISTRIES
    PO BOX 270
    RED BANK,NJ07701     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 70,000
    LOVE INC
    LOVE IN THE NAME OF CHRIST-GALLATIN
    PO BOX 7117
    BOZEMAN,MT59771     		NONE CHARITABLE ORG CHARITABLE PURPOSE 20,000
    AMERICAN COMPUTER MUSEUM
    2023 STADIUM DRIVE SUITE 1-A
    BOZEMAN,MT59715     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    FLYING H YOUTH RANCH
    370 FLYING H LOOP
    NACHES,WA98937     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,200
    FRIEDMAN FOUNDATION
    PO BOX 82078
    INDIANAPOLIS,IN46282     		NONE CHARITABLE ORG CHARITABLE PURPOSE 50,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON DC,DC20202     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    INTERMOUNTAIN CHILDREN'S HOME
    500 SOUTH LAMBORN
    HELENA,MT59601     		NONE CHARITABLE ORG CHARITABLE PURPOSE 410,000
    MONTANA FAMILY INSTITUTE
    PO BOX 494
    LAUREL,MT59044     		TRUSTEE CHARITABLE ORG CHARITABLE PURPOSE 155,000
    ROC WHEELS
    PO BOX 11765
    BOZEMAN,MT59718     		NONE CHARITABLE ORG CHARITABLE PURPOSE 5,200
    SACRED PORTION OF CHILDRENS OUTREACH
    7104 BRISTOL LANE
    BOZEMAN,MT59715     		NONE CHARITABLE ORG CHARITABLE PURPOSE 11,000
    AFRICAN ENTERPRISE
    128 E PALM AVE 100
    MONROVIA,CA91016     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,200
    ALLIANCE DEFENDING FREEDOM
    15100 N 90TH STREET
    SCOTTSDALE,AZ85260     		NONE CHARITABLE ORG CHARITABLE PURPOSE 25,000
    ST CATHERINE'S FAMILY HEALTH CARE CLINIC &
    PREGNANCY RESOURCE CENTER
    203 WEST MADISON SUITE E-2
    BELGRADE,MT59714     		NONE CHARTIABLE ORG CHARITABLE PURPOSE 92,490
    VISIONS BEYOND BORDERS
    PO BOX 11385
    BOZEMAN,MT59719     		NONE CHARITABLE ORG CHARTIABLE PURPOSE 3,500
    FAMILY RESEARCH COUNCIL
    801 G STREET NW
    WASHINGTON,DC20001     		NONE CHARITABLE ORG CHARITABLE PURPOSE 10,000
    WARRIORS AND QUIET WATERS
    PO BOX 1165
    BOZEMAN,MT597711165     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    ASSOCIATION OF CLASSICAL & CHRISTIAN SCHOOLS
    P O BOX 9741
    MOSCOW,ID83843     		NONE CHARITABLE ORG CHARITABLE PURPOSE 10,000
    INTERMOUNTAIN OPERA
    PO BOX 37
    BOZEMAN,MT59771     		NONE CHARITABLE ORG CHARITABLE PURPOSE 10,000
    GALLATIN HISTORICAL SOCIETY
    317 W MAIN ST
    BOZEMAN,MT59715     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,000
    FOUNDATION RESEACH & ECONOMIC ENVIRONMENT(FREE)
    662 FERGUSON AVENUE
    BOZEMAN,MT59718     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000
    INTERVARSITY CHRISTIAN FELLOWSHIP
    6400 SCHROEDER ROAD
    MADISON,WI53707     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,200
    MONTANA STATE UNIVERSITY SHAKESPEARE IN THE PARKS
    PO BOX 172750
    BOZEMAN,MT59717     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 26,000
    WASHINGTON POLICY CENTER
    PO BOX 3643
    SEATTLE,WA981243643     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,500
    NEW YORK UNIVERSITY
    25 WEST FOURTH ST 4TH FLOOR
    NEW YORK,NY10012     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 250
    BOZEMAN PUBLIC LIBRARY FOUNDATION
    PO BOX 6242
    BOZEMAN,MT59771     		NONE CHARITABLE ORG CHARITABLE PURPOSES 1,000
    ACE SCHOLARSHIPS
    1201 E COLFAX AVE SUITE 302
    DENVER,CO80218     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,588,878
    CHI ALPHA
    1445 N BOONVILLE AVE
    SPRINGFIELD,MO65802     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    BOZEMAN SYMPHONY
    1001 WEST OAK STREET SUITE 201
    BOZEMAN,MT59715     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    FELLOWSHIP OF CHRISTIAN COWBOYS
    4442 PENWELL BRIDGE ROAD
    BELGRADE,MT59714     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    CHRISTIAN MEDIA MINISTRY
    PO BOX 89
    BELGRADE,MT59714     		NONE CHARITABLE ORG CHARITABLE PURPOSES 101,000
    CROWN FINANCIAL MINISTRY
    1035 PEACHTREE RD NW
    LAWRENCEVILLE,GA30043     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    GALLATIN VALLEY HOMESCHOOL SPORTS ASSOCIATION
    PO BOX 7353
    BOZEMAN,MT59771     		NONE CHARITABLE ORG CHARITABLE PURPOSE 4,200
    FAMILIES OF SMA
    925 BUSSE RD
    ELK GROVE VILLAGE,IL60007     		NONE CHARITABLE ORG CHARITABLE PURPOSE 100
    MISSION AVIATION FELLOWSHIP
    PO BOX 47
    NAMPA,ID83653     		NONE CHARITABLE ORG CHARITABLE PURPOSE 5,000
    MONTANA POLICY INSTITUTE
    67 W KAGY BLVD STE B
    BOZEMAN,MT59715     		NONE CHARITABLE ORG CHARITABLE PURPOSE 10,000
    RAFIKI FOUNDATION
    PO BOX 1988
    EUSTIS,FL327271988     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,633,994
    CHINESE CHRISTIAN CHURCH AND CENTER
    225 NORTH 10TH STREEET
    PHILADELPHIA,PA19107     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    TEAM MENTORING INC
    PO BOX 30642
    BILLINGS,MT59107     		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,000
    FATHERS IN THE FIELD
    645 MAIN STREET
    LANDER,WY82520     		NONE CHARITABLE ORG CHARITABLE PURPOSE 50,000
    AMERICAN CENTER FOR LAW & JUSTICE
    P O BOX 90555
    WASHINGTON,DC200900555     		NONE CHARITABLE ORG. CHARITABLE 1,000
    SUMMIT ACADEMY
    P O BOX 403
    LIVINGSTON,MT59047     		NONE CHARITABLE ORG CHARITABLE PURPOSE 20,000
    HELENA CHRISTIAN SCHOOL
    3384 CANYON FERRY RD
    EAST HELENA,MT59635     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000
    HERITAGE CHRISTIAN SCHOOL
    100 DISCOVERY DRIVE
    BOZEMAN,MT59718     		NONE CHARITABLE ORG CHARITABLE PURPOSE 10,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 100
    LIBERTY PLACE INC
    PO BOX 446
    WHITEHALL,MT59759     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,000
    40 DAYS FOR LIFE
    1511 SOUTH TEXAS AVE 335
    COLLEGE STATION,TX77840     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000
    NATIONAL DAY OF PRAYER
    P O BOX 64225
    COLORADO SPRINGS,CO80962     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,000
    INTERNATIONAL PRINCESS PROJECT
    151 KALMUS DRIVE SUITE B-150
    COSTA MESA,CA92626     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 100
    INTERNATIONAL STUDENTS INC
    PO BOX C
    COLORADO SPRINGS,CO809013000     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 100,000
    NEW JERSEY FAMILY POLICY COUNCIL
    PO BOX 6011
    PARSIPPANY,NJ07054     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 12,500
    LA VIE
    PO BOX 80146
    BILLINGS,MT59108     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 25,000
    MONTANA STATE UNIVERSITY ALUMNI FOUNDATION
    PO BOX 172750
    BOZEMAN,MT59717     		NONE CHARITABLE ORG. CHARITABEL PURPOSE 80,400
    MONTANA THEATERWORKS
    PO BOX 28
    BOZEMAN,MT59771     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000
    TRINITY CHURCH
    4720 CLASSICAL WAY
    BOZEMAN,MT59715     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,200
    OPTION'S WOMEN'S CLINIC
    1005 PARTRIDGE PLACE STE 1
    HELENA,MT59602     		NONE CHARITABLE ORG. CHARTIABLE PURPOSE 75,000
    OUTFITTERS FOR CHRIST
    PO BOX 140
    YAMPA,CO80483     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000
    WONDERS OF SCIENCE
    6548 S NEWLIN
    WHITTIER,CA90601     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 45,000
    RONALD MCDONALD HOUSE CHARITIES
    ONE KROC DRIVE
    OAK BROOK,IL60523     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 100
    VERITAS FORUM
    ONE BROADWAY 14TH FLOOR
    CAMBRIDGE,MA02142     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 70,000
    CRU MINISTRIES
    PO BOX 628222
    ORLANDO,FL328328222     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 62,600
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT598077159     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,500
    TOUCH THE SKY
    PO BOX 6038
    BOZEMAN,MT59771     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 500
    WHITEFISH ASSEMBLY OF GOD CHURCH
    1549 KARROW AVE
    WHITEFISH,MT59937     		NONE CHARITABLE ORG. CHARITABLE PURPOSE 500
    AMERICANS FOR PROSPERITY
    6909 RISING EAGLE ROAD
    BOZEMAN,MT59715     		NONE PC CHARITABLE PURPOSE 1,000
    LOVE INC
    LOVE IN THE NAME OF CHRIST-NATIONAL
    PO BOX 270305
    ST PAUL,MN55127     		NONE PC CHARITABLE PURPOSE 83,700
    LOVE INC
    LOVE IN THE NAME OF CHRIST-MONMOUTH
    PO BOX 847
    EATONTOWN,NJ07721     		NONE PC CHARITABLE PURPOSE 25,000
    Total .................................bullet 3a 6,014,234
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 3,710,343  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 .............     		    18 310,135  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aORDINARY INCOME OTHER INVESTMENTS-MARK TO MARKET     18 2,329,005  
    bORDINARY INCOME OTHER INVESTMENTS     18 11,786  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   6,361,269  
    13Total. Add line 12, columns (b), (d), and (e)..................
    136,361,269
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-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 (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (other than section 501(c)(3)) or in section 527?...........
    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 or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2013 InvestmentsLandSchedule2
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value

    TY 2013 InvestmentsOtherSchedule2
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PIMCO TOTAL RETURN BONDS FMV 19,845,343 19,845,343
    HARDING LOEVNER EQUITIES FMV 7,922,091 7,922,091
    INDEXING ETFS CORE EQUITIES FMV 14,184,996 14,184,996
    MESIROW ALTERNATIVE FMV 0 0
    NEW SOUTH SMALL CAP FMV 4,337,556 4,337,556
    BERENS GLOBAL VALUE FMV 2,901,404 2,901,404
    FINTAN FMV 3,631,561 3,631,561
    KAYNE ANDERSON MIDSTREAM FMV 2,814,708 2,814,708
    LIGHTHOUSE GLOBAL FMV 3,769,531 3,769,531
    OLD KINGS FMV 2,971,701 2,971,701
    ISHARES RUSSELL 2000 GROWTH FMV 3,939,029 3,939,029
    WHIPPOORWILL FMV 5,225,970 5,225,970
    PARAMETRIC FMV 14,093,365 14,093,365
    LATTICE STRATEGIES FMV 1,833,958 1,833,958
    THORNBURG FMV 7,523,544 7,523,544
    TPG OPPORTUNITIES FMV 2,047,442 2,047,442
    CONTRARIAN FMV 5,474,701 5,474,701

    TY 2013 LandEtcSchedule2
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2013 OtherExpensesSchedule
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER SOFTWARE 8,000      
    TELEPHONE 527      
    OFFICE SUPPLIES 1,261      
    POSTAGE/DELIVERY 203      
    MISC FEES 90      
    IRS INTEREST-LATE PAYMENT 3,219      
    COST DONATED MATERIALS 401     401


    TY 2013 OtherIncomeSchedule2
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BERENS GLOBAL (SEE FORM 8621) 126,887 126,887  
    FINTAN INV LTD (SEE FORM 8621) 72,888 72,888  
    LIGHTHOUSE GLOBAL (SEE FORM 8621) 588,622 588,622  
    CONTRARIAN (SEE FORM 8621) 412,701 412,701  
    OLD KINGS CAPITAL (SEE FORM 8621) 468,229 468,229  
    WHIPPORWILL DIST OPPTY (SEE FORM 8621) 289,580 289,580  
    MESIROW ALTERNATIVE (SEE FORM 8621) 42,575 42,575  
    LATTICE STRATEGIES FUND -24,020 -24,020  
    KAYNE ANDERSON (SEE FORM 8621) 351,543 351,543  
    INCOME THROUGH PARTNERSHIP: SEC 988 GAIN 11,772 11,772  
    INCOME THROUGH PARTNERSHIP: ROYALTY 14 14  


    TY 2013 OtherIncreasesSchedule
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 4,468,646


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGT FEES 315,820 265,900    
    PORTFOLIO DEDUCTIONS THRU K1S 47,517 47,517    
    OTHER INVESTMENT EXPENSES 2,453 2,453    


    TY 2013 TaxesSchedule
    Name:
    GIANFORTE FAMILY CHARITABLE TRUST
    EIN: 30-6089834
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX ON DIVIDENDS 36,860 36,860    
    EXCISE TAX-EST TAX PMTS 40,000      
    PAYROLL TAXES 2,780