Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MONTANA HEALTHCARE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)777 EAST MAIN NO 206
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOZEMAN, MT59715
A Employer identification number

46-6854005
B Telephone number (see instructions)

(406) 451-7060
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$211,845,474J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,514,010
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,968 2,968  
4 Dividends and interest from securities... 1,790,744 3,147,998  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,146,997
b Gross sales price for all assets on line 6a 69,481,679
7 Capital gain net income (from Part IV, line 2)... 9,693,160
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 150,508 35,439  
12 Total. Add lines 1 through 11........ 27,605,227 12,879,565  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 435,733 73,350   359,650
14 Other employee salaries and wages...... 1,079,739 108,208   974,264
15 Pension plans, employee benefits....... 282,571 31,031   251,540
16a Legal fees (attach schedule)......... Click to see attachment 26,139 0   26,325
b Accounting fees (attach schedule)....... Click to see attachment 54,027 18,255   32,272
c Other professional fees (attach schedule).... Click to see attachment 319,521 319,521   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 192,000 32,414   0
19 Depreciation (attach schedule) and depletion... 31,736 0  
20 Occupancy.............. 133,371 0   133,131
21 Travel, conferences, and meetings....... 31,421 3,705   27,716
22 Printing and publications.......... 10,152 0   10,152
23 Other expenses (attach schedule)....... Click to see attachment 1,575,561 839,006   1,542,156
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,171,971 1,425,490   3,357,206
25 Contributions, gifts, grants paid....... 5,237,339 5,229,169
26 Total expenses and disbursements. Add lines 24 and 25 9,409,310 1,425,490   8,586,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,195,917
b Net investment income (if negative, enter -0-) 11,454,075
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 244,455 305,015 305,015
2 Savings and temporary cash investments......... 12,051,078 5,818,081 5,818,081
3 Accounts receivable bullet138
Less: allowance for doubtful accounts bullet   1,954 138 138
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)....... 68,359,994 Click to see attachment88,558,122 88,558,122
c Investments—corporate bonds (attach schedule)....... 16,721,924 Click to see attachment12,425,480 12,425,480
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 91,107,324 Click to see attachment104,651,302 104,651,302
14 Land, buildings, and equipment: basis bullet115,535
Less: accumulated depreciation (attach schedule) bullet95,207 52,064 Click to see attachment20,328 20,328
15 Other assets (describe bullet) Click to see attachment180,404 Click to see attachment67,008 Click to see attachment67,008
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 188,719,197 211,845,474 211,845,474
Liabilities 17 Accounts payable and accrued expenses.......... 64,364 94,452
18 Grants payable................. 2,048,424 2,056,595
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)......... 2,112,788 2,151,047
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 185,479,215 209,310,071
25 Net assets with donor restrictions............ 1,127,194 384,356
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
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)..... 186,606,409 209,694,427
30 Total liabilities and net assets/fund balances (see instructions). 188,719,197 211,845,474
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
186,606,409
2
Enter amount from Part I, line 27a .....................
2
18,195,917
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,892,101
4
Add lines 1, 2, and 3 ..........................
4
209,694,427
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
209,694,427
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL LOSS FROM SCHEDULE K-1 P    
c AXIOM INTL SMALL CAP P 2019-01-01 2020-12-31
d CANYON VALUE REA 10-18-4 P 2019-01-01 2020-12-31
e CANYON VALUE REA 10-18-5 P 2019-01-01 2020-12-31
DOVER STREET X FEEDER FUND LP P 2019-01-01 2020-12-31
ETON PARK P 2019-01-01 2020-12-31
GOLUB CAP PARTNERS P 2019-01-01 2020-12-31
INDUS SELECT FUND, LTD P 2019-01-01 2020-12-31
MAVERICK FUND LTD P 2019-01-01 2020-12-31
MAVERICK FUND LTD SR DMN P 2019-01-01 2020-12-31
WTC CTF RESEARCH EQUITY P 2014-09-22 2020-04-01
(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 44,336,999   33,631,101 10,705,898
b     2,079,274 -2,079,274
c 45,754   36,615 9,139
d 2,685,111   2,500,000 185,111
e 769,450   750,000 19,450
116,969   42,002 74,967
1,819   966 853
188,510   7,306 181,204
2,000,000   1,260,815 739,185
2,968,585   2,500,000 468,585
624,533   500,000 124,533
11,618,642   12,355,133 -736,491
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       10,705,898
b       -2,079,274
c       9,139
d       185,111
e       19,450
      74,967
      853
      181,204
      739,185
      468,585
      124,533
      -736,491
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 9,693,160
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 159,212
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 159,212
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 159,212
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 212,794
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 257,794
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 98,582
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet98,582 RefundedBullet 11 0
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 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-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 addressbulletWWW.MTHCF.ORG
    14
    The books are in care ofbulletTED MADDEN Telephone no.bullet (406) 451-7060

    Located atbullet777 EAST MAIN NO 206BOZEMANMT ZIP+4bullet59715
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 instructions ........
    1b
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (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 4945(d)(4)(A)? 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
     
    No
    .........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). Click to see attachment
    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
     
     
    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? .................
    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
    WILLIAM UNDERRINER TREASURER
    6.20     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    MICHAEL HARRINGTON CHAIR
    9.00     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    DENIS PRAGER TRUSTEE
    2.30     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    GERALD GRAY TRUSTEE
    6.00     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    JUDITH LAPAN VICE-CHAIR
    5.00     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    JOANNE PIEPER TRUSTEE
    8.50     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    PAUL COOK SECRETARY
    7.00     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    AARON WERNHAM CEO
    40.00     		267,733 23,909 0
    777 EAST MAIN SUITE 206
    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
    THEODORE MADDEN COO
    40.00     		168,328 19,933 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    SCOTT MALLOY PROGRAM DIRECTOR
    40.00     		141,818 18,873 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    TRESSIE WHITE PROGRAM DIRECTOR
    40.00     		131,828 18,473 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    KASSIE RUNSABOVE PROGRAM OFFICER
    40.00     		94,649 16,986 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    MELINDA BUCHHEIT COMMUNICATIONS MANAG
    40.00     		84,043 16,562 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    Total number of other employees paid over $50,000...................bullet 6
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    MANATT PHELPS & PHILLIPS RESEARCH 255,000
    7 TIMES SQUARE
    NEW YORK,NY10036
    NEPC LLC INVESTMENT CONSULTING 183,780
    DEPARTMENT 3570 BOX 4110
    WOBURN,MA018884110
    RJS & ASSOCIATES GRANT WRITING 130,600
    435 OATS RD
    BOX ELDER,MT59521
    NATIONAL COUNCIL FOR BEHAVIORAL HEALTH TECHNICAL ASSISTANCE 95,022
    1400 K ST NW SUITE 400
    WASHINGTON,DC20005
    SCHOOL-BASED HEALTH ALLIANCE TECHNICAL ASSISTANCE 82,603
    3502 18TH AVE DR W
    BRADENTON,FL34205
    Total number of others receiving over $50,000 for professional services.............bullet2
    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 AMERICAN INDIAN HEALTH: SEE STATEMENT 13 700,000
    2 BEHAVIORAL HEALTH: SEE STATEMENT 13 3,100,000
    3 PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 13 700,000
    4 PUBLIC HEALTH: SEE STATEMENT 13 850,000
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    86,841,053
    b
    Average of monthly cash balances.......................
    1b
    4,841,056
    c
    Fair market value of all other assets (see instructions)................
    1c
    91,465,628
    d
    Total (add lines 1a, b, and c).........................
    1d
    183,147,737
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    183,147,737
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,747,216
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    180,400,521
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    9,020,026
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    9,020,026
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    159,212
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    159,212
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,860,814
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    150,508
    5
    Add lines 3 and 4............................
    5
    9,011,322
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    9,011,322
    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
    8,586,375
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    8,586,375
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,586,375
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 9,011,322
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 8,248,630
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 8,586,375
    a Applied to 2019, but not more than line 2a 8,248,630
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 337,745
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    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......     		0
    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 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		8,673,577
    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) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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).)
    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 or e-mail address of the person to whom applications should be addressed:
    MONTANA HEALTHCARE FOUNDATION
    777 E MAIN SUITE 206
    BOZEMAN,MT59715
    (406) 451-7060
    bThe form in which applications should be submitted and information and materials they should include:
    VISIT WWW.MTHCF.ORG FOR APPLICATION INFORMATION.
    cAny submission deadlines:
    VISIT WWW.MTHCF.ORG FOR SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    VISIT WWW.MTHCF.ORG FOR FUNDING RESTRICTIONS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    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
    ADDICTIVE AND MENTAL DISORDERS DIVISION
    100 NORTH PARK SUITE 300
    HELENA,MT59620     		  GOV MT CTC COACH-IN-TRAINING EXPANSION GRANT 89,412
    ALLUVION HEALTH
    601 1ST AVE N
    GREAT FALLS,MT59401     		  PC CRISIS INTERVENTION SYSTEM 50,243
    ALLUVION HEALTH
    601 1ST AVE N
    GREAT FALLS,MT59401     		  PC PARTNERING FOR THE HEALTH OF OUR COMMUNITY 62,500
    ALLUVION HEALTH
    601 1ST AVE N
    GREAT FALLS,MT59401     		  PC ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE 50,000
    ALLUVION HEALTH
    602 1ST AVE N
    GREAT FALLS,MT59402     		  PC IMPLEMENTATION OF AN INNOVATIVE ALTERNATIVE PAYMENT MODEL FOR DIRECT PRIMARY CARE 16,375
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    2017 HARRISON AVE
    BUTTE,MT59701     		  PC MONTANA CONFERENCE ON SUICIDE PREVENTION SPONSORSHIP 500
    ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS
    34 WEST 6TH AVENUE SUITE 2E
    HELENA,MT59601     		  NC HIGHER LOGIC COMMUNITY SHARING PLATFORM 22,500
    AWARE INC
    205 EAST PARK
    ANACONDA,MT59711     		  PC AWARE PACT SERVICE EXPANSION-REGION 4 100,000
    AWE KUALAWAACHE CARE CENTER
    10131 SOUTH HERITAGE ROAD
    CROW AGENCY,MT59022     		  PC INFECTION CONTROL TRAINING 3,000
    BARRETT HOSPITAL FOUNDATION
    600 HWY 91 SOUTH
    DILLON,MT59725     		  PC BARRETT HOSPITAL & HEALTHCARE INTEGRATED BEHAVIORAL HEALTH COLLABORATIVE 25,000
    BEHAVIORAL HEALTH ALLIANCE OF MONTANA
    PO BOX 7635
    MISSOULA,MT59807     		  PC GENERAL OPERATING SUPPORT 25,000
    BEHAVIORAL HEALTH ALLIANCE OF MONTANA
    PO BOX 7635
    MISSOULA,MT59807     		  PC JIM FITZGERALD: MAN OR LEGEND? 10,000
    BEHAVIORAL HEALTH ALLIANCE OF MONTANA
    PO BOX 7635
    MISSOULA,MT59807     		  PC PEER SUPPORT SUMMIT 10,000
    BIG SKY AACAP
    2620 COLONIAL DR STE B
    HELENA,MT59601     		  PC MONTANA PSYCHIATRY CONFERENCE SPONSORSHIP 500
    BITTERROOT CASA INC
    217 N 3RD ST STE H1
    HAMILTON,MT59840     		  PC BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING 27,913
    BLACKFEET TRIBAL HEALTH
    PO BOX 866
    BROWNING,MT59417     		  GOV ADDRESSING PERINATAL BEHAVIORAL HEALTH ON THE BLACKFEET RESERVATION 75,000
    BLACKFEET TRIBAL HEALTH
    PO BOX 866
    BROWNING,MT59417     		  GOV BLACKFEET TRIBAL HEALTH 638 OF THE COMMUNITY HEALTH EDUCATION PROGRAM 19,877
    BOZEMAN HEALTH FOUNDATION
    931 HIGHLAND BLVD STE 3200
    BOZEMAN,MT59715     		  PC PERINATAL SUBSTANCE ABUSE IN SOUTHWEST MONTANA: AN INTEGRATED MODEL 55,000
    BOZEMAN HEALTH FOUNDATION
    931 HIGHLAND BLVD STE 3200
    BOZEMAN,MT59715     		  PC COMMUNITY CRISIS RESPONSE 50,000
    CENTER FOR MENTAL HEALTH
    915 1ST AVE SOUTH
    GREAT FALLS,MT59401     		  PC PACT TEAM EXPANSION & MACT IMPLEMENTATION 140,000
    CENTER POLE
    PO BOX 71
    GARRYOWEN,MT59031     		  PC USING ALL PARTS OF THE BUFFALO: BETTER RESERVATION HEALTH THROUGH FOOD RESCUE AND RECOVERY 50,000
    COMMUNITY HEALTH PARTNERS
    112 W LEWIS ST
    LIVINGSTON,MT59047     		  PC IBH SBHC 18,750
    COMMUNITY HEALTH PARTNERS
    112 W LEWIS ST
    LIVINGSTON,MT59047     		  PC SCHOOL WELLNESS WITH COMMUNITY HEALTH PARTNERS AND BELGRADE SCHOOL DISTRICT 25,000
    COMMUNITY HOSPITAL OF ANACONDA
    401 WEST PENNSYLVANIA AVE
    ANACONDA,MT59711     		  PC SEEK TO UNDERSTAND:SEEK TO CHANGE - REDUCING ADVERSE OUTCOMES OF PERINATAL SUD 37,500
    COMMUNITY HOSPITAL OF ANACONDA
    401 WEST PENNSYLVANIA AVE
    ANACONDA,MT59711     		  PC INTEGRATING BEHAVIORAL HEALTH FOR ADLC 75,000
    COMMUNITY MEDICAL CENTER
    2827 FORT MISSOULA ROAD
    MISSOULA,MT59804     		  NC COMMUNITY MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH IMPLEMENTATION 100,000
    DPHHS SENIOR AND LONG TERM CARE DIVISION
    PO BOX 4210
    HELENA,MT59604     		  GOV INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) 75,000
    EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER
    2508 WILSON STREET
    MILES CITY,MT59301     		  PC MACT SERVICES IN EASTERN MONTANA 130,000
    FAMILY MEDICINE RESIDENCY OF WESTERN MONTANA
    401 W RAILROAD
    MISSOULA,MT59802     		  PC PLANNING GRANT TO DEVELOP AN ONLINE CERTIFICATE PROGRAM & CME OPPORTUNITIES IN CLIMATE AND HEALTH 24,984
    FLATHEAD CITY-COUNTY HEALTH DEPARTMENT
    1035 FIRST AVENUE WEST
    KALISPELL,MT59901     		  GOV DEVELOPING A PLAN TO TRANSFORM THE BEHAVIORAL HEALTH SYSTEM THROUGH MAPPING 25,000
    FORT BELKNAP TRIBES
    656 AGENCY MAIN ST
    HARLEM,MT59526     		  GOV BILLINGS AREA COMMUNITY HEALTH AIDE PROGRAM 75,000
    GREATER VALLEY HEALTH CENTER
    1035 1ST AVE WEST SUITE 210
    KALISPELL,MT59901     		  PC SCHOOL BASED HEALTH CENTERS - INTEGRATED BEHAVIORAL HEALTH 50,000
    GREATER VALLEY HEALTH CENTER
    1035 1ST AVE WEST SUITE 210
    KALISPELL,MT59901     		  PC SCHOOL BASED HEALTH CENTERS - PRIMARY CARE 75,000
    HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION
    318-320 N LAST CHANCE GULCH STE 2C
    HELENA,MT59601     		  PC PERINATAL MENTAL HEALTH CONFERENCE 2020 1,000
    HELENA INDIAN ALLIANCE
    501 EUCLID AVENUE
    HELENA,MT59601     		  PC INTEGRATED BEHAVIORAL HEALTH FOR URBAN INDIAN CENTER 75,000
    HENRY J KAISER FAMILY FOUNDATION
    185 BERRY ST STE 2000
    SAN FRANCISCO,CA94107     		  PC KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP 300,129
    HOLY ROSARY HEALTHCARE FOUNDATION
    2600 WILSON STREET
    MILES CITY,MT59301     		  PC INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN EASTERN MONTANA 25,000
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
    32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 50,000
    INDIAN FAMILY HEALTH CLINIC
    1220 CENTRAL AVE
    GREAT FALLS,MT59401     		  PC IFHC IBH: HOPE, HEALING, & HEALTH IN AN URBAN INDIAN COMMUNITY 75,000
    INTERTRIBAL AGRICULTURE COUNCIL INC
    100 N 27TH ST
    BILLINGS,MT59101     		  PC INTERTRIBAL AGRICULTURE COUNCIL 2020 VIRTUAL CONFERENCE 500
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH
    310 SUNNYVIEW LANE
    KALISPELL,MT59901     		  PC C3_IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE 25,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH
    PO BOX 1744
    HELENA,MT59624     		  PC INTEGRATED BEHAVIORAL HEALTH OUTREACH 100,000
    LEWIS & CLARK COUNTY PUBLIC HEALTH
    1930 9TH AVE
    HELENA,MT59601     		  GOV DESIGNING A MORE EFFECTIVE BEHAVIORAL HEALTH SERVICE CONTINUUM IN LEWIS AND CLARK COUNTY 78,598
    LIVINGSTON HEALTHCARE FOUNDATION
    320 ALPENGLOW LANE
    LIVINGSTON,MT59047     		  PC C2_LIVINGSTON HEALTHCARE'S PERINATAL BEHAVIORAL HEALTH AND SUBSTANCE USE TREATMENT PATHWAY 40,632
    MARCUS DALY MEMORIAL HOSPITAL
    1200 WESTWOOD DR
    HAMILTON,MT59840     		  PC MARCUS DALY - IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH 62,500
    MONTANA BUDGET AND POLICY CENTER
    15 WEST 6TH AVENUE 3E
    HELENA,MT59601     		  PC GENERAL SUPPORT GRANT 50,000
    MONTANA CONTINUUM CARE COALITION
    321 EAST MAIN STREET SUITE 316
    BOZEMAN,MT59715     		  PC SUPPORTIVE HOUSING CAPACITY BUILDING IN MONTANA 30,783
    MONTANA CONTINUUM CARE COALITION
    321 EAST MAIN STREET SUITE 316
    BOZEMAN,MT59715     		  PC MONTANA CONFERENCE ON HOMELESSNESS 5,000
    MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES
    100 N PARK AVE
    HELENA,MT59620     		  GOV COMMUNITY INTEGRATED HEALTHCARE EMS 40,000
    MONTANA ENVIRONMENTAL HEALTH ASSOCIATION FOUNDATION
    PO BOX 741
    HELENA,MT59624     		  PC MONTANA ENVIRONMENTAL HEALTH STUDY 10,000
    MONTANA FOOD BANK NETWORK INC
    5625 EXPRESSWAY
    MISSOULA,MT59808     		  PC HARDIN RURAL HEALTH FOOD BOX PROGRAM 10,000
    MONTANA FREE PRESS
    PO BOX 1425
    HELENA,MT59624     		  PC STATEWIDE COVERAGE OF COVID-19 ON INDIVIDUALS, COMMUNITIES, HEALTH CARE SYSTEM, AND LEGISLATION 20,000
    MONTANA HUMAN RIGHTS NETWORK
    PO BOX 1509
    HELENA,MT59601     		  PC GENERAL SUPPORT GRANT 50,000
    MONTANA MEDICAL ASSOCIATION FOUNDATION
    2021 11TH AVENUE SUITE 1
    HELENA,MT59601     		  PC IMPROVING INTEROPERABILITY & CAPABILITIES OF BEHAVIORAL & INDIAN HEALTH ELECTRONIC HEALTH SYSTEMS 100,000
    MONTANA NONPROFIT ASSOCIATION
    PO BOX 1744
    HELENA,MT59624     		  PC MONTANA NONPROFIT ASSOCIATION CONFERENCE 2020 4,000
    MONTANA OFFICE OF PUBLIC INSTRUCTION
    PO BOX 202501
    HELENA,MT59620     		  GOV SCHOOL WELLNESS INITIATIVE 60,000
    MONTANA PUBLIC HEALTH INSTITUTE
    235 SEGIAH WAY
    KALISPELL,MT59901     		  PC MONTANA PUBLIC HEALTH INSTITUTE START UP 450,000
    MONTANA STATE UNIVERSITY
    309 MONTANA HALL
    BOZEMAN,MT59715     		  PC DISSEMINATION OF RURAL PERIOPERATIVE SURGICAL HOME (PSH) MODEL AND LOCAL COMMUNITY CAPACITY BUILDING 27,131
    MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH
    PO BOX 172470
    BOZEMAN,MT59717     		  GOV MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION 75,000
    MONTANA STATE UNIVERSITY FOUNDATION
    PO BOX 172750
    BOZEMAN,MT59717     		  PC DEVELOPING AN ASSESSMENT OF CLIMATE CHANGE AND HUMAN HEALTH FOR MONTANA 23,625
    MONTANA SUPREME COURT
    215 N SANDERS
    HELENA,MT59620     		  GOV STATEWIDE DRUG COURT GRANT 9,000
    MONTANA SUPREME COURT
    216 N SANDERS
    HELENA,MT59620     		  GOV STATEWIDE DRUG COURT GRANT 5,000
    MONTANA SUPREME COURT
    217 N SANDERS
    HELENA,MT59620     		  GOV STATEWIDE DRUG COURT GRANT 5,000
    NATIVE AMERICAN DEVELOPMENT CORPORATION
    17 N 26TH ST SUITE 22
    BILLINGS,MT59101     		  PC IMPLEMENTING IBH & BILLING TO ACHIEVE SUSTAINABILITY OF HEALTH SERVICES FOR AMERICAN INDIANS IN BILLINGS 37,500
    NATIVE AMERICAN DEVELOPMENT CORPORATION
    17 N 26TH ST SUITE 22
    BILLINGS,MT59101     		  PC MEDICATION ASSISTED TREATMENT (MAT) CLINIC FEASIBILITY PLANNING 20,000
    ONE HEALTH
    PO BOX 408
    HARDIN,MT59034     		  PC SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES 75,000
    ONE HEALTH
    PO BOX 408
    HARDIN,MT59034     		  PC INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY 150,000
    PARTNERSHIP HEALTH CENTER
    401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC REDESIGNING SCHOOL BASED BEHAVIORAL HEALTH AT WILLARD ALTERNATIVE HIGH SCHOOL IN MISSOULA, MONTANA 18,750
    PARTNERSHIP HEALTH CENTER
    401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC MISSOULA STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH AND WELL-BEING 50,000
    PARTNERSHIP HEALTH CENTER
    401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC IMPLEMENTING A MEDICAL LEGAL PARTNERSHIP AT PARTNERSHIP HEALTH CENTER 24,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE MEDICAL GROUP IBH NETWORK GRANT 100,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC MEDICAL LEGAL PARTNERSHIP AT PROVIDENCE ST. PATRICK HOSPITAL 50,000
    PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION
    1400 BROADWAY STREET
    HELENA,MT59620     		  GOV IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS 227,500
    PUREVIEW HEALTH CENTER
    1930 9TH AVE
    HELENA,MT59601     		  PC IMPLEMENTATION OF EAST HELENA SBHC 35,000
    RED LODGE AREA COMMUNITY FOUNDATION
    122 HAUSER S AVE
    RED LODGE,MT59068     		  PC CARBON COUNTY AREA RIDE & TRANSIT: A PLANNING PROPOSAL TO ADDRESS RURAL ISOLATION & MOBILITY NEEDS 24,853
    RIMROCK FOUNDATION
    1231 N 29TH ST
    BILLINGS,MT59101     		  PC STRENGTHENING CRISIS RESPONSE AND DIVERSION IN FRONTIER COUNTIES IN EASTERN MONTANA 50,000
    RIMROCK FOUNDATION
    1231 N 29TH ST
    BILLINGS,MT59101     		  PC RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) 130,000
    ROCKY MOUNTAIN TRIBAL LEADERS COUNCIL
    2929 3RD AVE NORTH
    BILLINGS,MT59101     		  PC SUPPORTING THE RMTLC HEALTH SUB-COMMITTEE WITH A HEALTH POLICY ANALYST / INDIAN HEALTH CARE ADVISOR 50,000
    SALISH KOOTENAI COLLEGE
    PO BOX 70
    PABLO,MT59855     		  PC FOUR-YEAR BACHELOR OF SCIENCE IN NURSING DEGREE TO INCREASE NATIVE AMERICAN NURSES IN MONTANA 50,000
    SAPPHIRE COMMUNITY HEALTH INC
    316 NORTH 3RD
    HAMILTON,MT59840     		  PC SAPPHIRE'S SCHOOL WELLNESS PROJECT 50,000
    SIDNEY HEALTH CENTER
    216 14TH AVE SW
    SIDNEY,MT59270     		  PC BAKKEN BEHAVIORAL HEALTH INTEGRATION 75,000
    SMILES ACROSS MONTANA
    105 GREY WOLF TRAIL
    BOZEMAN,MT59718     		  PC EXPANDING SMILES ACROSS MONTANA SERVICES 25,000
    ST JAMES HEALTHCARE FOUNDATION
    400 S CLARK ST
    BUTTE,MT59701     		  PC BSB FUSE: BUTTE-SILVER BOW SUPPORTIVE HOUSING DEVELOPMENT PROJECT 50,000
    ST LUKE COMMUNITY HEALTHCARE FOUNDATION
    107 6TH AVE SW
    RONAN,MT59864     		  PC IBH CONSOLIDATION GRANT 37,500
    ST LUKE COMMUNITY HEALTHCARE FOUNDATION
    107 6TH AVE SW
    RONAN,MT59864     		  PC WRAPPED IN HOPE 65,000
    ST PETER'S HEALTH FOUNDATION
    2475 E BROADWAY ST
    HELENA,MT59601     		  PC REDUCING ADVERSE OUTCOMES OF PERINATAL MENTAL ILLNESS & SUBSTANCE USE DISORDERS 37,500
    ST VINCENT HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC LOOK CLOSER: ADDRESSING PERINATAL BEHAVIORAL HEALTH IN EASTERN MONTANA 37,500
    ST VINCENT HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC LOCKWOOD INTEGRATED SCHOOL-BASED HEALTH CENTER 36,125
    THE CITY OF MISSOULA OFFICE OF HOUSING AND COMMUNITY DEVELOPMENT
    435 RYMAN
    MISSOULA,MT59801     		  GOV MISSOULA FUSE SUPPORTIVE HOUSING 75,000
    UNIVERSITY OF MONTANA
    32 CAMPUS DRIVE
    MISSOULA,MT59812     		  GOV MONTANA INTERPROFESSIONAL STUDENT HOTSPOTTING 23,991
    UNIVERSITY OF MONTANA
    32 CAMPUS DRIVE
    MISSOULA,MT59812     		  GOV IMPROVING ACCESS, TRAINING, AND RECRUITMENT FOR AMERICAN INDIAN HEALTHCARE 48,679
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		  GOV CAPACITY BUILDING FOR THE UNIVERSITY OF MONTANA PUBLIC HEALTH TRAINING INSTITUTE 48,341
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		  GOV AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) 49,978
    UNIVERSITY OF MONTANA'S BUREAU OF BUSINESS AND ECONOMIC RESEARCH (BBER)
    OFFICE OF SPONSORED PROGRAMS
    MISSOULA,MT59801     		  GOV AFFORDABLE HOUSING STUDY 25,000
    YWCA GREAT FALLS
    220 2ND STREET NORTH
    GREAT FALLS,MT59401     		  PC GREAT FALLS HEALTHY HOUSING PROJECT 50,000
    Total .................................bullet 3a 5,229,169
    bApproved for future payment
    ADDICTIVE AND MENTAL DISORDERS DIVISION
    100 NORTH PARK SUITE 300
    HELENA,MT59620     		  GOV MT CTC COACH-IN-TRAINING EXPANSION GRANT 89,412
    ALLUVION HEALTH
    601 1ST AVE N
    GREAT FALLS,MT59401     		  PC ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE 50,000
    ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS
    34 WEST 6TH AVENUE SUITE 2E
    HELENA,MT59601     		  NC HIGHER LOGIC COMMUNITY SHARING PLATFORM 20,000
    AWARE INC
    205 EAST PARK
    ANACONDA,MT59711     		  PC AWARE PACT SERVICE EXPANSION-REGION 4 65,000
    BITTERROOT CASA INC
    217 N 3RD ST STE H1
    HAMILTON,MT59840     		  PC BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING 27,913
    CENTER FOR MENTAL HEALTH
    915 1ST AVE SOUTH
    GREAT FALLS,MT59401     		  PC PACT TEAM EXPANSION & MACT IMPLEMENTATION 67,000
    DPHHS SENIOR AND LONG TERM CARE DIVISION
    PO BOX 4210
    HELENA,MT59604     		  GOV INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) 75,000
    EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER
    2508 WILSON STREET
    MILES CITY,MT59301     		  PC MACT SERVICES IN EASTERN MONTANA 72,515
    GREATER VALLEY HEALTH CENTER
    1035 1ST AVE WEST SUITE 210
    KALISPELL,MT59901     		  PC SCHOOL BASED HEALTH CENTERS - PRIMARY CARE 75,000
    HENRY J KAISER FAMILY FOUNDATION
    185 BERRY ST STE 2000
    SAN FRANCISCO,CA94107     		  PC KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP 100,043
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
    32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 50,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH
    310 SUNNYVIEW LANE
    KALISPELL,MT59901     		  PC IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE 25,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH
    PO BOX 1744
    HELENA,MT59624     		  PC INTEGRATED BEHAVIORAL HEALTH OUTREACH 100,000
    MARCUS DALY MEMORIAL HOSPITAL
    1200 WESTWOOD DR
    HAMILTON,MT59840     		  PC MARCUS DALY- IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH 62,500
    MONTANA OFFICE OF PUBLIC INSTRUCTION
    PO BOX 202501
    HELENA,MT59620     		  GOV SCHOOL WELLNESS INITIATIVE 40,000
    MONTANA PUBLIC HEALTH INSTITUTE
    235 SEGIAH WAY
    KALISPELL,MT59901     		  PC MONTANA PUBLIC HEALTH INSTITUTE START UP 200,000
    MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH
    PO BOX 172470
    BOZEMAN,MT59717     		  GOV MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION 25,000
    ONE HEALTH
    PO BOX 408
    HARDIN,MT59034     		  PC SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES 75,000
    ONE HEALTH
    PO BOX 408
    HARDIN,MT59034     		  PC INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY 150,000
    PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION
    1400 BROADWAY STREET
    HELENA,MT59620     		  GOV IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS 105,000
    PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION
    1400 BROADWAY STREET
    HELENA,MT59620     		  GOV IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS 125,000
    RIMROCK FOUNDATION
    1231 N 29TH ST
    BILLINGS,MT59101     		  PC RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) 67,148
    SIDNEY HEALTH CENTER
    216 14TH AVE SW
    SIDNEY,MT59270     		  PC BAKKEN BEHAVIORAL HEALTH INTEGRATION 75,000
    ST LUKE COMMUNITY HEALTHCARE FOUNDATION
    107 6TH AVE SW
    RONAN,MT59864     		  PC WRAPPED IN HOPE 65,000
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		  PC AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) 49,978
    Total .................................bullet 3b 1,856,509
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 ...........     		    14 2,968  
    4 Dividends and interest from securities....     14 1,790,744  
    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 15,146,997  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS REVENUE     		        508
    bRETURNED GRANT         150,000
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 16,940,709 150,508
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    17,091,217
    (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.)
    11A REFUND OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
    11B REFUND OF CHARITABLE GRANT EXPENDITURES PAID IN A PRIOR YEAR
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    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) (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)
    Yes
     
    (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
    1a(1) 22,500 ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS HIGHER LOGIC COMMUNITY SHARING PLATFORM
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    ADDICTIVE AND MENTAL DISORDERS DIVISION100 NORTH PARK SUITE 300
    HELENA,MT59620     		  GOV MT CTC COACH-IN-TRAINING EXPANSION GRANT 89,412
    ALLUVION HEALTH601 1ST AVE N
    GREAT FALLS,MT59401     		  PC CRISIS INTERVENTION SYSTEM 50,243
    ALLUVION HEALTH601 1ST AVE N
    GREAT FALLS,MT59401     		  PC PARTNERING FOR THE HEALTH OF OUR COMMUNITY 62,500
    ALLUVION HEALTH601 1ST AVE N
    GREAT FALLS,MT59401     		  PC ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE 50,000
    ALLUVION HEALTH602 1ST AVE N
    GREAT FALLS,MT59402     		  PC IMPLEMENTATION OF AN INNOVATIVE ALTERNATIVE PAYMENT MODEL FOR DIRECT PRIMARY CARE 16,375
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION2017 HARRISON AVE
    BUTTE,MT59701     		  PC MONTANA CONFERENCE ON SUICIDE PREVENTION SPONSORSHIP 500
    ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS34 WEST 6TH AVENUE SUITE 2E
    HELENA,MT59601     		  NC HIGHER LOGIC COMMUNITY SHARING PLATFORM 22,500
    AWARE INC205 EAST PARK
    ANACONDA,MT59711     		  PC AWARE PACT SERVICE EXPANSION-REGION 4 100,000
    AWE KUALAWAACHE CARE CENTER10131 SOUTH HERITAGE ROAD
    CROW AGENCY,MT59022     		  PC INFECTION CONTROL TRAINING 3,000
    BARRETT HOSPITAL FOUNDATION600 HWY 91 SOUTH
    DILLON,MT59725     		  PC BARRETT HOSPITAL & HEALTHCARE INTEGRATED BEHAVIORAL HEALTH COLLABORATIVE 25,000
    BEHAVIORAL HEALTH ALLIANCE OF MONTANAPO BOX 7635
    MISSOULA,MT59807     		  PC GENERAL OPERATING SUPPORT 25,000
    BEHAVIORAL HEALTH ALLIANCE OF MONTANAPO BOX 7635
    MISSOULA,MT59807     		  PC JIM FITZGERALD: MAN OR LEGEND? 10,000
    BEHAVIORAL HEALTH ALLIANCE OF MONTANAPO BOX 7635
    MISSOULA,MT59807     		  PC PEER SUPPORT SUMMIT 10,000
    BIG SKY AACAP2620 COLONIAL DR STE B
    HELENA,MT59601     		  PC MONTANA PSYCHIATRY CONFERENCE SPONSORSHIP 500
    BITTERROOT CASA INC217 N 3RD ST STE H1
    HAMILTON,MT59840     		  PC BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING 27,913
    BLACKFEET TRIBAL HEALTHPO BOX 866
    BROWNING,MT59417     		  GOV ADDRESSING PERINATAL BEHAVIORAL HEALTH ON THE BLACKFEET RESERVATION 75,000
    BLACKFEET TRIBAL HEALTHPO BOX 866
    BROWNING,MT59417     		  GOV BLACKFEET TRIBAL HEALTH 638 OF THE COMMUNITY HEALTH EDUCATION PROGRAM 19,877
    BOZEMAN HEALTH FOUNDATION931 HIGHLAND BLVD STE 3200
    BOZEMAN,MT59715     		  PC PERINATAL SUBSTANCE ABUSE IN SOUTHWEST MONTANA: AN INTEGRATED MODEL 55,000
    BOZEMAN HEALTH FOUNDATION931 HIGHLAND BLVD STE 3200
    BOZEMAN,MT59715     		  PC COMMUNITY CRISIS RESPONSE 50,000
    CENTER FOR MENTAL HEALTH915 1ST AVE SOUTH
    GREAT FALLS,MT59401     		  PC PACT TEAM EXPANSION & MACT IMPLEMENTATION 140,000
    CENTER POLEPO BOX 71
    GARRYOWEN,MT59031     		  PC USING ALL PARTS OF THE BUFFALO: BETTER RESERVATION HEALTH THROUGH FOOD RESCUE AND RECOVERY 50,000
    COMMUNITY HEALTH PARTNERS112 W LEWIS ST
    LIVINGSTON,MT59047     		  PC IBH SBHC 18,750
    COMMUNITY HEALTH PARTNERS112 W LEWIS ST
    LIVINGSTON,MT59047     		  PC SCHOOL WELLNESS WITH COMMUNITY HEALTH PARTNERS AND BELGRADE SCHOOL DISTRICT 25,000
    COMMUNITY HOSPITAL OF ANACONDA401 WEST PENNSYLVANIA AVE
    ANACONDA,MT59711     		  PC SEEK TO UNDERSTAND:SEEK TO CHANGE - REDUCING ADVERSE OUTCOMES OF PERINATAL SUD 37,500
    COMMUNITY HOSPITAL OF ANACONDA401 WEST PENNSYLVANIA AVE
    ANACONDA,MT59711     		  PC INTEGRATING BEHAVIORAL HEALTH FOR ADLC 75,000
    COMMUNITY MEDICAL CENTER2827 FORT MISSOULA ROAD
    MISSOULA,MT59804     		  NC COMMUNITY MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH IMPLEMENTATION 100,000
    DPHHS SENIOR AND LONG TERM CARE DIVISIONPO BOX 4210
    HELENA,MT59604     		  GOV INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) 75,000
    EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER2508 WILSON STREET
    MILES CITY,MT59301     		  PC MACT SERVICES IN EASTERN MONTANA 130,000
    FAMILY MEDICINE RESIDENCY OF WESTERN MONTANA401 W RAILROAD
    MISSOULA,MT59802     		  PC PLANNING GRANT TO DEVELOP AN ONLINE CERTIFICATE PROGRAM & CME OPPORTUNITIES IN CLIMATE AND HEALTH 24,984
    FLATHEAD CITY-COUNTY HEALTH DEPARTMENT1035 FIRST AVENUE WEST
    KALISPELL,MT59901     		  GOV DEVELOPING A PLAN TO TRANSFORM THE BEHAVIORAL HEALTH SYSTEM THROUGH MAPPING 25,000
    FORT BELKNAP TRIBES656 AGENCY MAIN ST
    HARLEM,MT59526     		  GOV BILLINGS AREA COMMUNITY HEALTH AIDE PROGRAM 75,000
    GREATER VALLEY HEALTH CENTER1035 1ST AVE WEST SUITE 210
    KALISPELL,MT59901     		  PC SCHOOL BASED HEALTH CENTERS - INTEGRATED BEHAVIORAL HEALTH 50,000
    GREATER VALLEY HEALTH CENTER1035 1ST AVE WEST SUITE 210
    KALISPELL,MT59901     		  PC SCHOOL BASED HEALTH CENTERS - PRIMARY CARE 75,000
    HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION318-320 N LAST CHANCE GULCH STE 2C
    HELENA,MT59601     		  PC PERINATAL MENTAL HEALTH CONFERENCE 2020 1,000
    HELENA INDIAN ALLIANCE501 EUCLID AVENUE
    HELENA,MT59601     		  PC INTEGRATED BEHAVIORAL HEALTH FOR URBAN INDIAN CENTER 75,000
    HENRY J KAISER FAMILY FOUNDATION185 BERRY ST STE 2000
    SAN FRANCISCO,CA94107     		  PC KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP 300,129
    HOLY ROSARY HEALTHCARE FOUNDATION2600 WILSON STREET
    MILES CITY,MT59301     		  PC INCREASING ACCESS TO INTEGRATED BEHAVIORAL HEALTH IN EASTERN MONTANA 25,000
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 50,000
    INDIAN FAMILY HEALTH CLINIC1220 CENTRAL AVE
    GREAT FALLS,MT59401     		  PC IFHC IBH: HOPE, HEALING, & HEALTH IN AN URBAN INDIAN COMMUNITY 75,000
    INTERTRIBAL AGRICULTURE COUNCIL INC100 N 27TH ST
    BILLINGS,MT59101     		  PC INTERTRIBAL AGRICULTURE COUNCIL 2020 VIRTUAL CONFERENCE 500
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH310 SUNNYVIEW LANE
    KALISPELL,MT59901     		  PC C3_IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE 25,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTHPO BOX 1744
    HELENA,MT59624     		  PC INTEGRATED BEHAVIORAL HEALTH OUTREACH 100,000
    LEWIS & CLARK COUNTY PUBLIC HEALTH1930 9TH AVE
    HELENA,MT59601     		  GOV DESIGNING A MORE EFFECTIVE BEHAVIORAL HEALTH SERVICE CONTINUUM IN LEWIS AND CLARK COUNTY 78,598
    LIVINGSTON HEALTHCARE FOUNDATION320 ALPENGLOW LANE
    LIVINGSTON,MT59047     		  PC C2_LIVINGSTON HEALTHCARE'S PERINATAL BEHAVIORAL HEALTH AND SUBSTANCE USE TREATMENT PATHWAY 40,632
    MARCUS DALY MEMORIAL HOSPITAL1200 WESTWOOD DR
    HAMILTON,MT59840     		  PC MARCUS DALY - IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH 62,500
    MONTANA BUDGET AND POLICY CENTER15 WEST 6TH AVENUE 3E
    HELENA,MT59601     		  PC GENERAL SUPPORT GRANT 50,000
    MONTANA CONTINUUM CARE COALITION321 EAST MAIN STREET SUITE 316
    BOZEMAN,MT59715     		  PC SUPPORTIVE HOUSING CAPACITY BUILDING IN MONTANA 30,783
    MONTANA CONTINUUM CARE COALITION321 EAST MAIN STREET SUITE 316
    BOZEMAN,MT59715     		  PC MONTANA CONFERENCE ON HOMELESSNESS 5,000
    MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES100 N PARK AVE
    HELENA,MT59620     		  GOV COMMUNITY INTEGRATED HEALTHCARE EMS 40,000
    MONTANA ENVIRONMENTAL HEALTH ASSOCIATION FOUNDATIONPO BOX 741
    HELENA,MT59624     		  PC MONTANA ENVIRONMENTAL HEALTH STUDY 10,000
    MONTANA FOOD BANK NETWORK INC5625 EXPRESSWAY
    MISSOULA,MT59808     		  PC HARDIN RURAL HEALTH FOOD BOX PROGRAM 10,000
    MONTANA FREE PRESSPO BOX 1425
    HELENA,MT59624     		  PC STATEWIDE COVERAGE OF COVID-19 ON INDIVIDUALS, COMMUNITIES, HEALTH CARE SYSTEM, AND LEGISLATION 20,000
    MONTANA HUMAN RIGHTS NETWORKPO BOX 1509
    HELENA,MT59601     		  PC GENERAL SUPPORT GRANT 50,000
    MONTANA MEDICAL ASSOCIATION FOUNDATION2021 11TH AVENUE SUITE 1
    HELENA,MT59601     		  PC IMPROVING INTEROPERABILITY & CAPABILITIES OF BEHAVIORAL & INDIAN HEALTH ELECTRONIC HEALTH SYSTEMS 100,000
    MONTANA NONPROFIT ASSOCIATIONPO BOX 1744
    HELENA,MT59624     		  PC MONTANA NONPROFIT ASSOCIATION CONFERENCE 2020 4,000
    MONTANA OFFICE OF PUBLIC INSTRUCTIONPO BOX 202501
    HELENA,MT59620     		  GOV SCHOOL WELLNESS INITIATIVE 60,000
    MONTANA PUBLIC HEALTH INSTITUTE235 SEGIAH WAY
    KALISPELL,MT59901     		  PC MONTANA PUBLIC HEALTH INSTITUTE START UP 450,000
    MONTANA STATE UNIVERSITY309 MONTANA HALL
    BOZEMAN,MT59715     		  PC DISSEMINATION OF RURAL PERIOPERATIVE SURGICAL HOME (PSH) MODEL AND LOCAL COMMUNITY CAPACITY BUILDING 27,131
    MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTHPO BOX 172470
    BOZEMAN,MT59717     		  GOV MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION 75,000
    MONTANA STATE UNIVERSITY FOUNDATIONPO BOX 172750
    BOZEMAN,MT59717     		  PC DEVELOPING AN ASSESSMENT OF CLIMATE CHANGE AND HUMAN HEALTH FOR MONTANA 23,625
    MONTANA SUPREME COURT215 N SANDERS
    HELENA,MT59620     		  GOV STATEWIDE DRUG COURT GRANT 9,000
    MONTANA SUPREME COURT216 N SANDERS
    HELENA,MT59620     		  GOV STATEWIDE DRUG COURT GRANT 5,000
    MONTANA SUPREME COURT217 N SANDERS
    HELENA,MT59620     		  GOV STATEWIDE DRUG COURT GRANT 5,000
    NATIVE AMERICAN DEVELOPMENT CORPORATION17 N 26TH ST SUITE 22
    BILLINGS,MT59101     		  PC IMPLEMENTING IBH & BILLING TO ACHIEVE SUSTAINABILITY OF HEALTH SERVICES FOR AMERICAN INDIANS IN BILLINGS 37,500
    NATIVE AMERICAN DEVELOPMENT CORPORATION17 N 26TH ST SUITE 22
    BILLINGS,MT59101     		  PC MEDICATION ASSISTED TREATMENT (MAT) CLINIC FEASIBILITY PLANNING 20,000
    ONE HEALTHPO BOX 408
    HARDIN,MT59034     		  PC SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES 75,000
    ONE HEALTHPO BOX 408
    HARDIN,MT59034     		  PC INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY 150,000
    PARTNERSHIP HEALTH CENTER401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC REDESIGNING SCHOOL BASED BEHAVIORAL HEALTH AT WILLARD ALTERNATIVE HIGH SCHOOL IN MISSOULA, MONTANA 18,750
    PARTNERSHIP HEALTH CENTER401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC MISSOULA STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH AND WELL-BEING 50,000
    PARTNERSHIP HEALTH CENTER401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC IMPLEMENTING A MEDICAL LEGAL PARTNERSHIP AT PARTNERSHIP HEALTH CENTER 24,000
    PROVIDENCE MONTANA HEALTH FOUNDATION502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE MEDICAL GROUP IBH NETWORK GRANT 100,000
    PROVIDENCE MONTANA HEALTH FOUNDATION502 W SPRUCE
    MISSOULA,MT59802     		  PC MEDICAL LEGAL PARTNERSHIP AT PROVIDENCE ST. PATRICK HOSPITAL 50,000
    PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION1400 BROADWAY STREET
    HELENA,MT59620     		  GOV IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS 227,500
    PUREVIEW HEALTH CENTER1930 9TH AVE
    HELENA,MT59601     		  PC IMPLEMENTATION OF EAST HELENA SBHC 35,000
    RED LODGE AREA COMMUNITY FOUNDATION122 HAUSER S AVE
    RED LODGE,MT59068     		  PC CARBON COUNTY AREA RIDE & TRANSIT: A PLANNING PROPOSAL TO ADDRESS RURAL ISOLATION & MOBILITY NEEDS 24,853
    RIMROCK FOUNDATION1231 N 29TH ST
    BILLINGS,MT59101     		  PC STRENGTHENING CRISIS RESPONSE AND DIVERSION IN FRONTIER COUNTIES IN EASTERN MONTANA 50,000
    RIMROCK FOUNDATION1231 N 29TH ST
    BILLINGS,MT59101     		  PC RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) 130,000
    ROCKY MOUNTAIN TRIBAL LEADERS COUNCIL2929 3RD AVE NORTH
    BILLINGS,MT59101     		  PC SUPPORTING THE RMTLC HEALTH SUB-COMMITTEE WITH A HEALTH POLICY ANALYST / INDIAN HEALTH CARE ADVISOR 50,000
    SALISH KOOTENAI COLLEGEPO BOX 70
    PABLO,MT59855     		  PC FOUR-YEAR BACHELOR OF SCIENCE IN NURSING DEGREE TO INCREASE NATIVE AMERICAN NURSES IN MONTANA 50,000
    SAPPHIRE COMMUNITY HEALTH INC316 NORTH 3RD
    HAMILTON,MT59840     		  PC SAPPHIRE'S SCHOOL WELLNESS PROJECT 50,000
    SIDNEY HEALTH CENTER216 14TH AVE SW
    SIDNEY,MT59270     		  PC BAKKEN BEHAVIORAL HEALTH INTEGRATION 75,000
    SMILES ACROSS MONTANA105 GREY WOLF TRAIL
    BOZEMAN,MT59718     		  PC EXPANDING SMILES ACROSS MONTANA SERVICES 25,000
    ST JAMES HEALTHCARE FOUNDATION400 S CLARK ST
    BUTTE,MT59701     		  PC BSB FUSE: BUTTE-SILVER BOW SUPPORTIVE HOUSING DEVELOPMENT PROJECT 50,000
    ST LUKE COMMUNITY HEALTHCARE FOUNDATION107 6TH AVE SW
    RONAN,MT59864     		  PC IBH CONSOLIDATION GRANT 37,500
    ST LUKE COMMUNITY HEALTHCARE FOUNDATION107 6TH AVE SW
    RONAN,MT59864     		  PC WRAPPED IN HOPE 65,000
    ST PETER'S HEALTH FOUNDATION2475 E BROADWAY ST
    HELENA,MT59601     		  PC REDUCING ADVERSE OUTCOMES OF PERINATAL MENTAL ILLNESS & SUBSTANCE USE DISORDERS 37,500
    ST VINCENT HEALTHCARE FOUNDATION1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC LOOK CLOSER: ADDRESSING PERINATAL BEHAVIORAL HEALTH IN EASTERN MONTANA 37,500
    ST VINCENT HEALTHCARE FOUNDATION1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC LOCKWOOD INTEGRATED SCHOOL-BASED HEALTH CENTER 36,125
    THE CITY OF MISSOULA OFFICE OF HOUSING AND COMMUNITY DEVELOPMENT435 RYMAN
    MISSOULA,MT59801     		  GOV MISSOULA FUSE SUPPORTIVE HOUSING 75,000
    UNIVERSITY OF MONTANA32 CAMPUS DRIVE
    MISSOULA,MT59812     		  GOV MONTANA INTERPROFESSIONAL STUDENT HOTSPOTTING 23,991
    UNIVERSITY OF MONTANA32 CAMPUS DRIVE
    MISSOULA,MT59812     		  GOV IMPROVING ACCESS, TRAINING, AND RECRUITMENT FOR AMERICAN INDIAN HEALTHCARE 48,679
    UNIVERSITY OF MONTANA FOUNDATIONPO BOX 7159
    MISSOULA,MT59807     		  GOV CAPACITY BUILDING FOR THE UNIVERSITY OF MONTANA PUBLIC HEALTH TRAINING INSTITUTE 48,341
    UNIVERSITY OF MONTANA FOUNDATIONPO BOX 7159
    MISSOULA,MT59807     		  GOV AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) 49,978
    UNIVERSITY OF MONTANA'S BUREAU OF BUSINESS AND ECONOMIC RESEARCH (BBER)OFFICE OF SPONSORED PROGRAMS
    MISSOULA,MT59801     		  GOV AFFORDABLE HOUSING STUDY 25,000
    YWCA GREAT FALLS220 2ND STREET NORTH
    GREAT FALLS,MT59401     		  PC GREAT FALLS HEALTHY HOUSING PROJECT 50,000
    Total ...............................bullet 3a 5,229,169
    bApproved for future payment
    ADDICTIVE AND MENTAL DISORDERS DIVISION100 NORTH PARK SUITE 300
    HELENA,MT59620     		  GOV MT CTC COACH-IN-TRAINING EXPANSION GRANT 89,412
    ALLUVION HEALTH601 1ST AVE N
    GREAT FALLS,MT59401     		  PC ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE 50,000
    ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS34 WEST 6TH AVENUE SUITE 2E
    HELENA,MT59601     		  NC HIGHER LOGIC COMMUNITY SHARING PLATFORM 20,000
    AWARE INC205 EAST PARK
    ANACONDA,MT59711     		  PC AWARE PACT SERVICE EXPANSION-REGION 4 65,000
    BITTERROOT CASA INC217 N 3RD ST STE H1
    HAMILTON,MT59840     		  PC BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING 27,913
    CENTER FOR MENTAL HEALTH915 1ST AVE SOUTH
    GREAT FALLS,MT59401     		  PC PACT TEAM EXPANSION & MACT IMPLEMENTATION 67,000
    DPHHS SENIOR AND LONG TERM CARE DIVISIONPO BOX 4210
    HELENA,MT59604     		  GOV INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) 75,000
    EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER2508 WILSON STREET
    MILES CITY,MT59301     		  PC MACT SERVICES IN EASTERN MONTANA 72,515
    GREATER VALLEY HEALTH CENTER1035 1ST AVE WEST SUITE 210
    KALISPELL,MT59901     		  PC SCHOOL BASED HEALTH CENTERS - PRIMARY CARE 75,000
    HENRY J KAISER FAMILY FOUNDATION185 BERRY ST STE 2000
    SAN FRANCISCO,CA94107     		  PC KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP 100,043
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 50,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH310 SUNNYVIEW LANE
    KALISPELL,MT59901     		  PC IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE 25,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTHPO BOX 1744
    HELENA,MT59624     		  PC INTEGRATED BEHAVIORAL HEALTH OUTREACH 100,000
    MARCUS DALY MEMORIAL HOSPITAL1200 WESTWOOD DR
    HAMILTON,MT59840     		  PC MARCUS DALY- IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH 62,500
    MONTANA OFFICE OF PUBLIC INSTRUCTIONPO BOX 202501
    HELENA,MT59620     		  GOV SCHOOL WELLNESS INITIATIVE 40,000
    MONTANA PUBLIC HEALTH INSTITUTE235 SEGIAH WAY
    KALISPELL,MT59901     		  PC MONTANA PUBLIC HEALTH INSTITUTE START UP 200,000
    MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTHPO BOX 172470
    BOZEMAN,MT59717     		  GOV MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION 25,000
    ONE HEALTHPO BOX 408
    HARDIN,MT59034     		  PC SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES 75,000
    ONE HEALTHPO BOX 408
    HARDIN,MT59034     		  PC INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY 150,000
    PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION1400 BROADWAY STREET
    HELENA,MT59620     		  GOV IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS 105,000
    PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION1400 BROADWAY STREET
    HELENA,MT59620     		  GOV IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS 125,000
    RIMROCK FOUNDATION1231 N 29TH ST
    BILLINGS,MT59101     		  PC RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) 67,148
    SIDNEY HEALTH CENTER216 14TH AVE SW
    SIDNEY,MT59270     		  PC BAKKEN BEHAVIORAL HEALTH INTEGRATION 75,000
    ST LUKE COMMUNITY HEALTHCARE FOUNDATION107 6TH AVE SW
    RONAN,MT59864     		  PC WRAPPED IN HOPE 65,000
    UNIVERSITY OF MONTANA FOUNDATIONPO BOX 7159
    MISSOULA,MT59807     		  PC AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) 49,978
    Total ................................bullet 3b 1,856,509
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    MONTANA HEALTHCARE FOUNDATION
     
    Employer identification number

    46-6854005
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    MONTANA HEALTHCARE FOUNDATION
          		Employer identification number
    46-6854005
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CARING FOR MONTANANS INC
     
    560 NORTH PARK AVENUE
     
    HELENA, MT59601

    		$ 10,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    DEPARTMENT OF HEALTH AND HUMAN SERVICES
     
    PO BOX 202951
     
    HELENA, MT59620

    		$ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    MONTANA HEALTHCARE FOUNDATION
          		Employer identification number

    46-6854005
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    MONTANA HEALTHCARE FOUNDATION
          		Employer identification number

    46-6854005
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 54,027 18,255   32,272

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    COMMUNITY MEDICAL CENTER
          		2827 FORT MISSOULA RD
    MISSOULA,MT59804     		2018-07-19 150,000 A COLLABORATIVE APPROACH TO IMPROVING SCREENING AND TREATMENT FOR PERINATAL DRUG USE IN MISSOULA. 150,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/2018, 02/28/2019, 07/31/2019, 1/31/2020, 9/30/2020 (FINAL)    
    COMMUNITY MEDICAL CENTER
          		2827 FORT MISSOULA RD
    MISSOULA,MT59804     		2019-04-18 200,000 TO INTEGRATE BEHAVIORAL HEALTH SERVICES INTO COMMUNITY PHYSICIAN'S GROUP PRIMARY CARE CLINICS 108,303 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 11/30/2019; 4/30/2020; 10/31/2020    
    HELENA OBGYN & ASSOCIATES PC
          		45 MEDICAL PARK DR
    HELENA,MT59601     		2018-11-16 150,000 GO MOM GO. INTEGRATED BEHAVIOR HEALTH SUPPORT WOMEN DURING PRENATAL, POSTNATAL AND POSTPARTUM HELENA. 150,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/2018, 5/31/2019, 11/30/2019, 5/30/2020, 11/30/2020 (FINAL)    
    MONTANA HEALTH NETWORK HEALTH INC
          		519 PLEASANT STREET
    MILES CITY,MT59301     		2018-12-01 280,000 EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROGRAM. 228,472 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/2018, 06/30/2019, 12/31/2019, 06/30/2020, 12/31/2020    
    MONTANA PRIMARY CARE ASSOCIATION
          		1805 EUCLID AVE
    HELENA,MT59601     		2018-10-29 200,000 BEHAVIORAL HEALTH AND SUBSTANCE USE DISORDER INTEGRATION INTO PRIMARY CARE. 180,651 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/2018, 05/31/2019, 11/30/2019, 05/31/2020    
    NORTHCENTRAL MONTANA HOSPITAL ALLIANCE
          		PO BOX 6762
    GREAT FALLS,MT59406     		2019-12-13 150,000 TO INCREASE ACCESS TO LICENSED BEHAVIORAL HEALTH PRACTITIONERS. GRANT WAS RETURNED TO MONTANA HEALTHCARE FOUNDATION ON 7/1/2020. 0 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 07/01/2020 (FINAL)    
    ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS
          		34 WEST 6TH AVENUE SUITE 2E
    HELENA,MT59601     		2020-04-24 42,500 THE COMMUNITY WILL SERVE THE LOCAL & TRIBAL HEALTH DEPARTMENTS WITHIN THE STATE OF MONTANA AS A COLLABORATIVE AND CROSS-JURISDICTIONAL PLATFORM. MEMBERS OF THE COMMUNITY WILL POST QUESTIONS, ANSWERS, TOOLS, AND RESOURCES FREELY WITHIN THE SOFTWARE. THIS PLATFORM WILL INFORM AND EXPEDITE COMMUNICATION AND ENHANCE BEST PRACTICES THROUGHOUT THE PUBLIC HEALTH REALM AND ESPECIALLY IN TIMES OF NEED, SUCH AS COVID-19 PANDEMIC. 22,500 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 10/31/2020, 4/30/2021, 5/31/2021, 10/31/2021    

    TY 2020 GeneralExplanationAttachment
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Identifier Return Reference Explanation
    SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A 1. AMERICAN INDIAN HEALTH: $700,000MHCF WORKS WITH LEADERSHIP FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA, ALONG WITH STATE LEADERS AND OTHER STAKEHOLDERS, TO DEVELOP AND IMPLEMENT STRATEGIES TO IMPROVE AMERICAN INDIAN HEALTH. THIS SUPPORT INCLUDES PROVIDING STRATEGIC GRANTS DEVELOPED BY MHCF STAFF IN CLOSE COLLABORATION WITH TRIBAL PARTNERS AND TECHNICAL ASSISTANCE BY MHCF STAFF AND CONTRACTORS. MHCF ALSO PROVIDES FINANCIAL AND STAFF SUPPORT TO PLAN AND CONVENE THE QUARTERLY MEETINGS OF THE AMERICAN INDIAN HEALTH LEADERS (AIHL) GROUP AND TO CARRY OUT FOLLOW-UP ACTIVITIES TO IMPLEMENT PRIORITIES IDENTIFIED DURING THE MEETINGS. IN 2020 MHCF ALSO SUPPORTED THE AIHL GROUP IN ITS COVID-19 RESPONSE, WHICH INCLUDED SWITCHING TO VIRTUAL MEETINGS, HIRING A CONSULTANT TO IDENTIFY FEDERAL COVID-RELATED FUNDING, AND ASSISTING MEMBERS IN PROCURING THOSE FUNDS. MHCF STAFF PROVIDED ADVICE AND ASSISTANCE FOR INDIVIDUAL TRIBES AND URBAN INDIAN HEALTH CENTERS ON COVID-RELATED CHALLENGES. MHCF HAS THREE FULL-TIME STAFF DEDICATED MAINLY TO THIS CHARITABLE ACTIVITY.2. BEHAVIORAL HEALTH: $3,100,000INTEGRATED BEHAVIORAL HEALTH: MHCF ISSUED NINE GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN MONTANA. MHCF STAFF CONTINUED TO CONTRACT WITH THE NATIONAL COUNCIL FOR BEHAVIORAL HEALTH AND THE MONTANA PRIMARY CARE ASSOCIATION TO PROVIDE INDIVIDUALIZED TRAINING AND TECHNICAL SUPPORT FOR EACH GRANTEE AND CONDUCT WEBINARS ON RELEVANT TOPICS. WITH THE STATE OF MONTANA AND THE NATIONAL COUNCIL FOR BEHAVIORAL HEALTH, MHCF RESEARCHED AND PUBLISHED "SUSTAINING AND EXPANDING INTEGRATED CARE IN MONTANA," A REPORT THAT IDENTIFIES POLICY ACTIONS THAT MONTANA CAN TAKE TO SUSTAIN THIS FIELD.CONVENING: MHCF CONVENED VIRTUAL MEETINGS ON PLANNING AND IMPLEMENTING BEHAVIORAL HEALTH CRISIS SYSTEMS AND IMPLEMENTING TELEHEALTH WITHIN THE PUBLIC HEALTH EMERGENCY. SUBSTANCE USE DISORDER PREVENTION AND TREATMENT: MHCF CONTINUED TO LEAD A GROUP OF STATE AGENCIES AND HEALTH CARE PARTNERS TO DEVELOP AND IMPLEMENT STRATEGIES TO EXPAND SUBSTANCE USE DISORDER PREVENTION AND TREATMENT IN MONTANA AND PROVIDED GRANTS AS NEEDED TO HELP IMPLEMENT THESE STRATEGIES.THE MEADOWLARK INITIATIVE: MHCF STAFF PROVIDED ONE-ON-ONE ASSISTANCE TO HOSPITALS AROUND THE STATE TO PREPARE THEM TO PARTICIPATE IN THIS INITIATIVE. FOR THE FOUR HOSPITALS THAT WERE ABLE TO MEET FUNDING CRITERIA AFTER WORKING WITH MHCF STAFF, MHCF PROVIDED GRANTS AND TECHNICAL ASSISTANCE TO ALLOW THEM TO IMPLEMENT A TEAM-BASED, INTEGRATED APPROACH TO PROVIDING PREGNANT WOMEN PROMPT, EFFECTIVE CARE FOR MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. MHCF WORKED EXTENSIVELY WITH THE STATE OF MONTANA TO COORDINATE MHCF FUNDING AND ACTIVITIES WITH FEDERAL FUNDING FOR MEADOWLARK ACTIVITIES THAT ARE ADMINISTERED BY THE STATE. SCHOOL-BASED HEALTH INITIATIVE: IN 2020, MHCF LAUNCHED A NEW SCHOOL-BASED HEALTH INITIATIVE THAT SEEKS TO IMPROVE HEALTH AND ACADEMIC OUTCOMES THROUGH SUPPORTING NEW PARTNERSHIPS BETWEEN SCHOOLS AND HEALTH CARE PROVIDERS TO OFFER MEDICAL AND BEHAVIORAL HEALTH SERVICES IN SCHOOLS THAT SERVE A HIGH PROPORTION OF AT-RISK YOUTH. MHCF PROVIDED FOUR GRANTS TO HEALTH CARE PROVIDERS TO COVER START-UP EXPENSES FOR CLINICS AT NINE SCHOOLS. MHCF STAFF, ALONG WITH A CONTRACTOR, THE NATIONAL SCHOOL-BASED HEALTH ALLIANCE, PROVIDE ONE-ON-ONE AND COHORT-LEVEL TECHNICAL ASSISTANCE TO ASSIST GRANTEES WITH CLINIC SERVICE PLANNING, BUSINESS DEVELOPMENT, AND REVENUE GENERATION TO SUPPORT THE CLINICS BEYOND THE GRANT TERM, PARTNERSHIP FORMATION WITH SCHOOLS, AND OTHER ASPECTS OF SCHOOL-BASED CLINIC IMPLEMENTATION. CAPACITY BUILDING: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $170,000 IN GRANTS, CONTRACTS, AND STAFF TIME TO IDENTIFY GRANT OPPORTUNITIES SUITABLE TO ADDRESS HEALTH CHALLENGES IN MONTANA (INCLUDING COVID-19) AND TO HELP MONTANA-BASED NONPROFITS, TRIBES, AND GOVERNMENT AGENCIES TO APPLY. IN TOTAL, THIS RESULTED IN BRINGING OVER $30 MILLION OF NEW REVENUE INTO THE STATE.3. PARTNERSHIPS FOR BETTER HEALTH: $700,000HOUSING IS HEALTH CARE: MHCF CONDUCTED ONE DEMONSTRATION AND LEARNING SESSION WITH HOUSING AND HEALTH CARE PROVIDERS AND THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES TO PROMOTE THE DEVELOPMENT OF SUPPORTIVE HOUSING PRACTICES. MHCF ALSO AWARDED ONE DEVELOPMENT GRANT ALONG WITH PROVIDING TECHNICAL ASSISTANCE VIA A CONTRACT WITH THE CORPORATION FOR SUPPORTIVE HOUSING TO ADDRESS FREQUENT USERS OF COMMUNITY SYSTEMS AND EXPLORE SUPPORTIVE HOUSING INTERVENTIONS TO IMPROVE OUTCOMES AND REDUCE ASSOCIATED COSTS. MHCF CONDUCTED FACILITATED PLANNING SESSIONS WITH THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, DEPARTMENT OF HOUSING, AND THE STATE CONTINUUM OF CARE TO SUPPORT AN INTERAGENCY COLLABORATIVE TO COORDINATE STRATEGIC PRIORITIES AND COMMUNICATION TO ALIGN SUPPORTIVE HOUSING RESOURCES. THROUGH THIS SUPPORT, MHCF'S HOUSING IS HEALTH CARE GRANTEE IN MISSOULA WAS ABLE TO BEGIN HOUSING HOMELESS HIGH UTILIZERS IN 2020. MEDICAID AND HEALTH POLICY: TO SUPPORT A STRONG HEALTH SYSTEM THAT PROVIDES FOR THE NEEDS OF ALL MONTANANS, EACH YEAR, MHCF COMMISSIONS, CONTRIBUTES, AND BROADLY DISSEMINATES ECONOMIC, HEALTH, AND FISCAL IMPACT REPORTS ON KEY HEALTH POLICY QUESTIONS. IN 2020 THESE INCLUDED RESEARCH CONDUCTED FOR THREE REPORTS FOR PLANNED RELEASE IN 2021, "MEDICAID IN MONTANA: THE CRITICAL ROLE OF MEDICAID EXPANSION IN SUPPORTING MONTANA'S BEHAVIORAL HEALTH SYSTEM; "ECONOMIC EFFECTS OF MEDICAID EXPANSION IN MONTANA; AND "MEDICAID IN MONTANA: HOW MEDICAID AFFECTS MONTANA'S STATE BUDGET, ECONOMY, AND HEALTH." 4. PUBLIC HEALTH: $850,000MHCF WORKS TO STRENGTHEN MONTANA'S PUBLIC HEALTH SYSTEM BY SUPPORTING LOCAL AND TRIBAL PUBLIC HEALTH DEPARTMENTS. IN 2020, MHCF CONTINUED FUNDING FOR A MULTI-YEAR INITIATIVE THAT HAS PROVIDED SUB-GRANTS AND INDIVIDUAL TECHNICAL ASSISTANCE TO MORE THAN 50 COUNTIES AND FOUR TRIBES TO DATE THROUGH GRANTS TO THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES. THE FUNDING WAS USED IN 2020 MAINLY TO ASSIST COUNTIES AND TRIBES WITH THEIR COVID-19 RESPONSE. MHCF FUNDING ALSO CONTINUED SUPPORT FOR ONGOING SUB-GRANTS AND TECHNICAL ASSISTANCE PROVIDED BY THE GRANTEE TO HELP LOCAL AND TRIBAL HEALTH DEPARTMENTS COMPLETE COMMUNITY HEALTH ASSESSMENTS AND HEALTH IMPROVEMENT PLANS AND IMPLEMENT NEW PROGRAMS TO ADDRESS HIGH-PRIORITY HEALTH ISSUES.BUILDING ON THE RECOMMENDATIONS IN MHCF'S 2019 REPORT "CREATING A VISION FOR A HEALTHIER MONTANA: STRENGTHENING THE MONTANA PUBLIC HEALTH SYSTEM," IN 2020, MHCF FUNDED THE CREATION OF A NEW, NONPROFIT MONTANA PUBLIC HEALTH INSTITUTE (MTPHI) TO STRENGTHEN THE STATE'S PUBLIC HEALTH INFRASTRUCTURE. MHCF'S CEO SERVES AS A FOUNDING BOARD MEMBER OF MTHPI, AND MHCF STAFF PROVIDED EXTENSIVE ASSISTANCE WITH INSTITUTE DESIGN, STAFF RECRUITMENT, PROGRAM DESIGN, AND NONPROFIT OPERATIONS PLANNING AND DEVELOPMENT.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Name of Bond End of Year Book Value End of Year Fair Market Value
    1,143,098.390 SHS VANGUARD SHORT TERM BOND INDEX FUND 12,425,480 12,425,480

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Name of Stock End of Year Book Value End of Year Fair Market Value
    214,112.047 SHS DODGE & COX INTERNATIONAL STOCK FUND 9,356,696 9,356,696
    349,355.534 SHS DFA EMERGING MARKETS CORE EQUITY 8,478,859 8,478,859
    245,270.823 SHS EDGEWOOD GROWTH INSTL 12,697,671 12,697,671
    130,754.741 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND 2,350,970 2,350,970
    309,564.784 SHS FIDELITY MID CAP INDEX FIND 8,361,345 8,361,345
    248,972.796 FIDELITY 500 INDEX FUND 32,408,789 32,408,789
    1,123,199.204 SHS FIDELITY LARGE CAP VALUE INDEX FUND 14,903,792 14,903,792

    TY 2020 InvestmentsOtherSchedule2
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AEW CORE PROPERTY TRUST FMV 8,947,350 8,947,350
    ARENA SHORT DURATION, HIGH YIELD FUND FMV 9,726,946 9,726,946
    AXIOM ASIA V LP FMV 2,903,401 2,903,401
    AXIOM INTL SMALL CAP FMV 7,969,398 7,969,398
    CANYON DISTRESSED OPPORTUNITY FUND II (CAYMAN), LP FMV 1,402,242 1,402,242
    CANYON VALUE REALIZATION FUND (CAYMAN), LTD FMV 3,354,150 3,354,150
    DAVIDSON KEMPNER FMV 3,141,783 3,141,783
    DOVER STREET (HARBORVEST) FMV 1,286,661 1,286,661
    ETON PARK OVERSEAS FUND LTD FMV 1,375 1,375
    FARALLON CAPITAL MANAGEMENT, LLC FMV 4,399,620 4,399,620
    FARALLON SPECIAL FMV 2,513,440 2,513,440
    GOLUB CAPITAL PARTNERS INTERNATIONAL, LP FMV 3,500,000 3,500,000
    INDUS SELECT FUND LTD FMV 15,033,529 15,033,529
    KAYNE MIDSTREAM FMV 6,996,032 6,996,032
    KENNEDY LEWIS FMV 1,502,763 1,502,763
    LANDMARK REAL ESTATE PARTNERS VIII LP FMV 1,436,482 1,436,482
    LEGACY VENTURE IX LLC FMV 2,055,806 2,055,806
    MARSHALL WACE FD PLC FMV 3,798,850 3,798,850
    MAVERICK HOLDINGS C, LTD FMV 969,244 969,244
    MIDOCEAN PARTNERS V LP FMV 3,901,878 3,901,878
    NEWPORT ASIA INTERNATIONAL FUND LP FMV 11,304,258 11,304,258
    PONTIFAX FMV 190,778 190,778
    RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) FMV 2,365,233 2,365,233
    THE VARDE FUND XIII LP FMV 2,888,264 2,888,264
    VOYA FMV 3,061,819 3,061,819

    TY 2020 LandEtcSchedule2
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 64,715 64,715 0  
    SOFTWARE 50,820 30,492 20,328 20,328


    TY 2020 LegalFeesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 26,139 0   26,325


    TY 2020 OtherAssetsSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 180,404 67,008 67,008


    TY 2020 OtherExpensesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 2,458 0   2,459
    COMMUNICATION AND OUTREACH 39,464 0   36,464
    DUES AND SUBSCRIPTIONS 21,982 0   21,982
    GRANT MAKING SOFTWARE EXPENSE 49,383 0   52,328
    INSURANCE 20,008 0   20,008
    OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT 50,223 0   51,254
    GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE 1,324,218 0   1,289,836
    OFFICE FURNITURE, COMPUTER AND TELECOM EQUIPMENT 67,825 0   67,825
    PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 0 839,006   0


    TY 2020 OtherIncomeSchedule2
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INVESTMENT INCOME/LOSS   35,439  
    MISCELLANEOUS REVENUE 508   508
    RETURNED GRANT 150,000   150,000


    TY 2020 OtherIncreasesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Amount
    UNREALIZED GAINS 4,892,101


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 319,521 319,521   0


    TY 2020 TaxesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 155,000 0   0
    FOREIGN INCOME TAXES 0 32,414   0
    UBI TAXES 32,000 0   0
    STATE INCOME TAX 5,000 0   0