TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022

Name of foundation
HELEN N CLARK CHARITABLE TRUST
FIRST INTERSTATE BANK TRUSTEE

Number and street (or P.O. box number if mail is not delivered to street address)401 NORTH 31ST STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
BILLINGS, MT59101

A Employer identification number

84-6274116

B Telephone number (see instructions)

(303) 684-7849

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$275,617J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	54		54
4	Dividends and interest from securities...	10,032		10,032
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		21,719
b	Gross sales price for all assets on line 6a 84,101
7	Capital gain net income (from Part IV, line 2)...			21,719
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).......
12	Total. Add lines 1 through 11........	31,805		31,805
13	Compensation of officers, directors, trustees, etc.	4,002		2,802	1,200
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,850	2,280	570
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		123	123	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	6,975		5,205	1,770
25	Contributions, gifts, grants paid.......	14,784			14,784
26	Total expenses and disbursements. Add lines 24 and 25	21,759		5,205	16,554
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	10,046
b	Net investment income (if negative, enter -0-)			26,600
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	8
	2	Savings and temporary cash investments.........	2,456	11,659	11,659
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	305,617	306,468	263,958
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	308,081	318,127	275,617
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	308,081	318,127
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	308,081	318,127
	30	Total liabilities and net assets/fund balances (see instructions).	308,081	318,127

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

308,081

Enter amount from Part I, line 27a .....................

10,046

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

318,127

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

318,127

Form 990-PF (2021)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	20.112 SH. CALAMOS MARKET NEUTRAL		2020-12-14	2022-04-08
b	142.109 SH. CALAMOS MARKET NEUTRAL		2020-12-14	2022-04-22
c	240.419 SH. DFA GLOBAL REAL ESTATE		2020-04-24	2022-01-12
d	52.473 SH. DFA GLOBAL REAL ESTATE		2020-04-24	2022-04-08
e	20.27 SH. DFA GLOBAL REAL ESTATE		2020-04-24	2022-04-22
	44.323 SH. DOUBLELINE TOTAL RETURN		2020-08-31	2022-04-08
	176.011 SH. DOUBLELINE INFRASTRUCTURE		2020-08-31	2022-01-12
	13.435 SH. DOUBLELINE INFRASTRUCTURE		2020-08-31	2022-04-08
	11.948 SH. GMO ALTERNATIVE ALLOCATION		2020-12-14	2022-04-08
	101.574 SH. GMO ALTERNATIVE ALLOCATION		2020-12-14	2022-04-22
	23.602 SH. GMO RESOURCES FUND		2020-04-24	2022-01-12
	29.517 SH. GMO RESOURCES FUND		2020-04-24	2022-04-08
	97.447 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-24	2022-01-12
	80.831 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-24	2022-04-08
	16.509 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-24	2022-04-22
	87.159 SH. PIMCO STOCKPLUS INT'L		2020-04-24	2022-01-12
	9.889 SH. PIMCO STOCKPLUS INT'L		2020-04-24	2022-04-08
	23.772 SH. PIMCO STOCKPLUS INT'L		2020-04-24	2022-04-22
	39.055 SH. VANGUARD INTERM TERM BOND		2020-08-31	2022-04-08
	0.462 SH. VANGUARD PACIFIC STOCK		2020-08-31	2022-04-08
	0.705 SH. VANGUARD PACIFIC STOCK		2020-08-31	2022-04-22
	28.355 SH. VANGUARD EUROPEAN STOCK		2020-08-31	2022-01-12
	2.412 SH. VANGUARD EUROPEAN STOCK		2020-08-31	2022-04-22
	66.258 SH. VANGUARD LARGE CAP INDEX		2020-04-24	2022-01-12
	6.704 SH. VANGUARD LARGE CAP INDEX		2020-04-24	2022-04-08
	0.692 SH. VANGUARD SMALL CAP INDEX		2020-12-14	2022-04-08
	1.961 SH. VANGUARD SMALL CAP INDEX		2020-12-14	2022-04-22
	27.338 SH. CALAMOS MARKET NEUTRAL		2022-01-12	2022-04-22
	31.337 SH. GMO ALTERNATIVE ALLOCATION		2022-01-12	2022-04-22
	0.729 SH. GMO ALTERNATIVE ALLOCATION		2021-12-30	2022-04-22
	3.817 SH. GMO ALTERNATIVE ALLOCATION		2021-07-08	2022-04-22
	0.208 SH. VANGUARD EMERGING MARKET		2022-01-12	2022-04-22
	122.39 SH. CALAMOS MARKET NEUTRAL		2020-12-17	2022-04-22
	182.888 SH. DFA GLOBAL REAL ESTATE		2020-04-24	2022-01-12
	40.61 SH. DFA GLOBAL REAL ESTATE		2020-04-24	2022-04-22
	100.659 SH. DOUBLELINE TOTAL RETURN		2020-09-04	2022-01-12
	85.427 SH. GMO ALTERNATIVE ALLOCATION		2020-12-17	2022-04-22
	16.377 SH. GMO RESOURCES FUND		2020-04-24	2022-01-12
	19.262 SH. GMO RESOURCES FUND		2020-04-24	2022-04-22
	71.733 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-24	2022-01-12
	56.826 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-24	2022-04-22
	62.793 SH. PIMCO STOCKPLUS INT'L		2020-04-24	2022-01-12
	15.298 SH. PIMCO STOCKPLUS INT'L		2020-04-24	2022-04-22
	17.37 SH. VANGUARD EUROPEAN STOCK		2020-09-04	2022-01-12
	44.11 SH. VANGUARD LARGE CAP INDEX		2020-04-24	2022-01-12
	1.261 SH. VANGUARD LARGE CAP INDEX		2020-04-24	2022-04-22
	0.615 SH. VANGUARD SMALL CAP INDEX		2020-09-04	2022-01-12
	0.686 SH. VANGUARD SMALL CAP INDEX		2020-09-04	2022-04-22
	14.179 SH. CALAMOS MARKET NEUTRAL		2022-01-12	2022-04-22
	18.723 SH. GMO ALTERNATIVE ALLOCATION		2022-01-12	2022-04-22
	0.549 SH. GMO ALTERNATIVE ALLOCATION		2021-12-30	2022-04-22
	2.872 SH. GMO ALTERNATIVE ALLOCATION		2021-07-08	2022-04-22
	35.662 SH. VANGUARD EMERGING MARKET		2022-01-12	2022-04-12
	2.77 SH. ARTISAN HIGH INCOME INST		2020-08-25	2022-01-12
	51.542 SH. ARTISAN HIGH INCOME INST		2020-04-27	2022-01-12
	86.879 SH. CALAMOS MARKET NEUTRAL		2021-01-14	2022-04-22
	22.653 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-01-11
	88.552 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-01-12
	32.972 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-04-22
	78.406 SH. DOUBLELINE INFRASTRUCTURE		2020-04-24	2022-01-12
	68.463 SH. GMO ALTERNATIVE ALLOCATION		2021-01-14	2022-04-22
	10.012 SH. GMO RESOURCES FUND		2020-04-27	2022-01-12
	13.05 SH. GMO RESOURCES FUND		2020-04-27	2022-04-22
	26.616 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-27	2022-01-12
	44.348 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-27	2022-04-22
	8.908 SH. PIMCO STOCKPLUS INT'L		2020-04-27	2022-01-12
	183.247 SH. PIMCO STOCKPLUS INT'L		2020-04-27	2022-04-12
	19.999 SH. VANGUARD EMERGING MARKET		2020-04-27	2022-04-12
	0.457 SH. VANGUARD EMERGING MARKET		2020-12-23	2022-04-12
	0.006 SH. VANGUARD EMERGING MARKET		2020-12-23	2022-04-12
	0.472 SH. VANGUARD PACIFIC STOCK		2020-04-27	2022-04-22
	9.319 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-01-12
	0.928 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-04-22
	15.55 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-01-11
	11.128 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-01-12
	2.852 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-04-22
	1.162 SH. VANGUARD SMALL CAP INDEX		2020-04-27	2022-04-22
	0.906 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-01-12
	0.369 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-01-12
	1.419 SH. ARTISAN HIGH INCOME INST		2021-01-14	2022-01-12
	0.906 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-04-12
	0.085 SH. VANGUARD EMERGING MARKET		2021-12-23	2022-04-12
	0.262 SH. VANGUARD EMERGING MARKET		2021-12-23	2022-04-12
	1.437 SH. VANGUARD EMERGING MARKET		2022-01-12	2022-04-12
	1.153 SH. ARTISAN HIGH INCOME INST		2020-08-25	2022-01-12
	37.296 SH. ARTISAN HIGH INCOME INST		2020-04-27	2022-01-12
	60.065 SH. CALAMOS MARKET NEUTRAL		2021-01-14	2022-04-22
	37.104 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-01-11
	43.157 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-01-12
	24.63 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-04-22
	1.318 SH. DOUBLELINE INFRASTRUCTURE		2020-04-27	2022-01-11
	55.843 SH. DOUBLELINE INFRASTRUCTURE		2020-04-27	2022-01-12
	47.334 SH. GMO ALTERNATIVE ALLOCATION		2021-01-14	2022-04-22
	8.19 SH. GMO RESOURCES FUND		2020-04-27	2022-01-12
	9.926 SH. GMO RESOURCES FUND		2020-04-27	2022-04-22
	21.828 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-27	2022-01-12
	32.83 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-27	2022-04-22
	8.073 SH. PIMCO STOCKPLUS INT'L		2020-04-27	2022-01-12
	11.587 SH. PIMCO STOCKPLUS INT'L		2020-04-27	2022-04-22
	13.925 SH. VANGUARD EMERGING MARKET		2020-04-27	2022-04-12
	0.318 SH. VANGUARD EMERGING MARKET		2020-12-23	2022-04-12
	0.004 SH. VANGUARD EMERGING MARKET		2020-12-23	2022-04-12
	13.799 SH. VANGUARD PACIFIC STOCK		2020-04-27	2022-04-12
	0.027 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-01-11
	6.95 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-01-12
	1.047 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-04-22
	13.703 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-01-11
	5.567 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-01-12
	2.512 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-04-22
	0.986 SH. VANGUARD SMALL CAP INDEX		2020-04-27	2022-04-22
	0.549 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-01-12
	0.257 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-01-12
	0.986 SH. ARTISAN HIGH INCOME INST		2021-01-14	2022-01-12
	0.082 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-04-12
	0.059 SH. VANGUARD EMERGING MARKET		2021-12-23	2022-04-12
	0.182 SH. VANGUARD EMERGING MARKET		2021-12-23	2022-04-12
	0.772 SH. VANGUARD EMERGING MARKET		2022-01-12	2022-04-12
	3.566 SH. VANGUARD PACIFIC STOCK		2022-01-12	2022-04-12
	1.097 SH. ARTISAN HIGH INCOME INST		2020-08-25	2022-01-12
	27.972 SH. ARTISAN HIGH INCOME INST		2020-04-27	2022-01-12
	44.608 SH. CALAMOS MARKET NEUTRAL		2021-01-14	2022-04-22
	36.888 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-01-11
	26.204 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-01-12
	18.16 SH. DFA GLOBAL REAL ESTATE		2020-04-27	2022-04-22
	11.376 SH. DOUBLELINE INFRASTRUCTURE		2020-04-27	2022-01-11
	34.052 SH. DOUBLELINE INFRASTRUCTURE		2020-04-27	2022-01-12
	36.72 SH. GMO ALTERNATIVE ALLOCATION		2021-01-14	2022-04-22
	7.237 SH. GMO RESOURCES FUND		2020-04-27	2022-01-12
	7.338 SH. GMO RESOURCES FUND		2020-04-27	2022-04-22
	19.334 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-27	2022-01-12
	24.26 SH. NORTHERN MULTI-MGR GLOBAL		2020-04-27	2022-04-22
	7.71 SH. PIMCO STOCKPLUS INT'L		2020-04-27	2022-01-12
	8.531 SH. PIMCO STOCKPLUS INT'L		2020-04-27	2022-04-22
	10.529 SH. VANGUARD EMERGING MARKET		2020-04-27	2022-04-12
	0.24 SH. VANGUARD EMERGING MARKET		2020-12-23	2022-04-12
	0.003 SH. VANGUARD EMERGING MARKET		2020-12-23	2022-04-12
	10.432 SH. VANGUARD PACIFIC STOCK		2020-04-27	2022-04-12
	1.418 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-01-11
	4.289 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-01-12
	0.743 SH. VANGUARD EUROPEAN STOCK		2020-04-27	2022-04-22
	11.711 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-01-11
	3.452 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-01-12
	1.83 SH. VANGUARD LARGE CAP INDEX		2020-04-27	2022-04-22
	0.72 SH. VANGUARD SMALL CAP INDEX		2020-04-27	2022-04-22
	0.477 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-01-12
	0.194 SH. ARTISAN HIGH INCOME INST		2021-11-26	2022-01-12
	0.745 SH. ARTISAN HIGH INCOME INST		2021-01-14	2022-01-12
	0.045 SH. VANGUARD EMERGING MARKET		2021-12-23	2022-04-12
	0.138 SH. VANGUARD EMERGING MARKET		2021-12-23	2022-04-12
	0.387 SH. VANGUARD EMERGING MARKET		2022-01-12	2022-04-12
	2.475 SH. VANGUARD PACIFIC STOCK		2022-01-12	2022-04-12
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	288	279	9
b	2,011	1,971	40
c	3,118	2,147	971
d	679	469	210
e	260	181	79
	428	476	-48
	1,795	1,846	-51
	128	141	-13
	213	237	-24
	1,812	2,013	-201
	699	356	343
	886	445	441
	1,244	1,065	179
	1,064	883	181
	212	180	32
	784	537	247
	84	61	23
	201	146	55
	423	494	-71
	41	39	2
	61	59	2
	2,445	1,932	513
	183	164	19
	7,290	4,365	2,925
	697	442	255
	68	63	5
	190	178	12
	387	397	-10
	559	573	-14
	13	13	0
	68	70	-2
	5	5	0
	1,732	1,700	32
	2,372	1,633	739
	521	363	158
	1,037	1,081	-44
	1,524	1,700	-176
	485	247	238
	535	290	245
	916	784	132
	730	621	109
	565	387	178
	130	94	36
	1,498	1,168	330
	4,853	2,906	1,947
	125	83	42
	65	46	19
	66	51	15
	201	206	-5
	334	343	-9
	10	10	0
	51	53	-2
	841	937	-96
	28	26	2
	514	442	72
	1,229	1,210	19
	293	208	85
	1,149	814	335
	423	303	120
	800	777	23
	1,221	1,338	-117
	297	153	144
	363	200	163
	340	296	44
	569	493	76
	80	56	24
	1,554	1,153	401
	472	469	3
	11	13	-2
			0
	41	34	7
	804	529	275
	70	53	17
	1,707	1,040	667
	1,224	744	480
	282	191	91
	113	72	41
	9	9	0
	4	4	0
	14	14	0
	9	9	0
	2	2	0
	6	7	-1
	34	38	-4
	12	11	1
	372	320	52
	850	837	13
	480	341	139
	560	397	163
	316	226	90
	13	13	0
	570	553	17
	844	925	-81
	243	126	117
	276	152	124
	279	243	36
	422	365	57
	73	51	22
	98	73	25
	328	327	1
	8	9	-1
			0
	1,209	996	213
	2	2	0
	599	394	205
	79	59	20
	1,504	917	587
	613	372	241
	248	168	80
	96	61	35
	5	5	0
	3	3	0
	10	10	0
	1	1	0
	1	2	-1
	4	5	-1
	18	20	-2
	313	349	-36
	11	10	1
	279	240	39
	631	621	10
	477	339	138
	340	241	99
	233	167	66
	116	113	3
	347	337	10
	655	718	-63
	214	111	103
	204	112	92
	247	215	32
	312	270	42
	69	49	20
	72	54	18
	248	247	1
	6	7	-1
			0
	914	753	161
	121	80	41
	370	243	127
	56	42	14
	1,286	783	503
	380	231	149
	181	122	59
	70	45	25
	5	5	0
	2	2	0
	7	8	-1
	1	1	0
	3	4	-1
	9	10	-1
	217	242	-25
	4,980		4,980

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			9
b			40
c			971
d			210
e			79
			-48
			-51
			-13
			-24
			-201
			343
			441
			179
			181
			32
			247
			23
			55
			-71
			2
			2
			513
			19
			2,925
			255
			5
			12
			-10
			-14
			0
			-2
			0
			32
			739
			158
			-44
			-176
			238
			245
			132
			109
			178
			36
			330
			1,947
			42
			19
			15
			-5
			-9
			0
			-2
			-96
			2
			72
			19
			85
			335
			120
			23
			-117
			144
			163
			44
			76
			24
			401
			3
			-2
			0
			7
			275
			17
			667
			480
			91
			41
			0
			0
			0
			0
			0
			-1
			-4
			1
			52
			13
			139
			163
			90
			0
			17
			-81
			117
			124
			36
			57
			22
			25
			1
			-1
			0
			213
			0
			205
			20
			587
			241
			80
			35
			0
			0
			0
			0
			-1
			-1
			-2
			-36
			1
			39
			10
			138
			99
			66
			3
			10
			-63
			103
			92
			32
			42
			20
			18
			1
			-1
			0
			161
			41
			127
			14
			503
			149
			59
			25
			0
			0
			-1
			0
			-1
			-1
			-25
			4,980

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	21,719
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	370
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	370
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	283
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	487
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	770
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	400
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax400	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

FIRST INTERSTATE BANK Telephone no. bullet

(303) 684-7849

Located at bullet

401 NORTH 31ST STREETBILLINGSMT ZIP+4 bullet

59101

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

16 At any time during calendar year 2021, 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 VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

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)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
GREAT WESTERN BANK	FORMER TRUSTEE 2.00	3,254
2100 MAIN STREET LONGMONT,CO80501	FORMER TRUSTEE 2.00	3,254
FIRST INTERSTATE BANK	TRUSTEE 2.00	748
401 NORTH 31ST STREET BILLINGS,MT59101	TRUSTEE 2.00	748

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
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	THE HELEN N. CLARK CHARITABLE TRUST CONSISTS OF 5 SEPARATE FUNDS FOR THE BENEFIT OF ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SEE PART XV FOR THE NAME AND ADDRESS OF EACH ENTITY WITH A BENEFICIAL INTEREST IN THE HELEN N. CLARK CHARITABLE TRUST.	16,554
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

307,429

Average of monthly cash balances.......................

10,078

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

317,507

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

317,507

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

4,763

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

312,744

Minimum investment return. Enter 5% (0.05) of line 5................

15,637

Part X

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.)

Minimum investment return from Part IX, line 6..................

15,637

Tax on investment income for 2021 from Part V, line 5.......

370

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

370

Distributable amount before adjustments. Subtract line 2c from line 1............

15,267

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

15,267

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

15,267

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					15,267
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	9,354
b From 2017......	6,544
c From 2018......	1,212
d From 2019......
e From 2020......
f Total of lines 3a through e ........		17,110
4Qualifying distributions for 2021 from Part
XI, line 4: $ 16,554
a Applied to 2020, but not more than line 2a				0
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 2021 distributable amount.....					15,267
e Remaining amount distributed out of corpus		1,287
5 Excess distributions carryover applied to 2021.		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		18,397
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 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		9,354
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		9,043
10 Analysis of line 9:
a Excess from 2017....	6,544
b Excess from 2018....	1,212
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....	1,287

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CITY OF LONGMONT 4TH KIMBARK LONGMONT,CO80501	N/A	GOV	LONGMONT MUSEUM & CENTENNIAL PARK	5,883
CITY OF LONGMONT 4TH KIMBARK LONGMONT,CO80501	N/A	GOV	LONGMONT LIBRARY	1,794
FIRST CONGREGATIONAL CHURCH - LONGMONT 1500 9TH AVENUE LONGMONT,CO80501	N/A	PC	UNRESTRICTED	3,247
LONGMONT HUMANE SOCIETY 9595 NELSON ROAD LONGMONT,CO80501	N/A	PC	UNRESTRICTED	2,537
ST VRAIN HISTORICAL SOCIETY INC PO BOX 705 LONGMONT,CO80501	N/A	PC	UNRESTRICTED	1,323
Total ................................. 3a				14,784

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
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	54
4 Dividends and interest from securities ....
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	21,719
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		31,805	0

13Total. Add line 12, columns (b), (d), and (e)..................

31,805

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

HELEN N CLARK CHARITABLE TRUST

FIRST INTERSTATE BANK TRUSTEE

EIN:

84-6274116

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	2,850	2,280		570

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

HELEN N CLARK CHARITABLE TRUST

FIRST INTERSTATE BANK TRUSTEE

EIN:

84-6274116

Name of Stock	End of Year Book Value	End of Year Fair Market Value
1,629.657 SH. DOUBLELINE INFRASTRUCTURE INCOME FUND	16,554	14,308
3,762.770 SH. DOUBLELINE TOTAL RETURN BOND FUND	39,597	33,376
4,816.189 SH. VANGUARD INTERM-TERM BOND INDEX FUND	58,912	48,067
133.827 SH. VANGUARD EMERGING MARKETS BOND FUND	3,256	2,736
1,015.602 SH. PIMCO STOCKSPLUS INTERNATIONAL FUND	6,678	7,322
282.596 SH. VANGUARD EUROPEAN STOCK INDEX FUND	18,723	16,328
149.782 SH. VANGUARD PACIFIC STOCK INDEX FUND	13,560	10,621
759.534 SH. INVESCO DEVELOPING MARKETS FUND	32,027	24,077
2,196.683 SH. PIMCO STOCKSPLUS LONG DURATION FUND	17,225	9,050
386.242 SH. VANGUARD LARGE-CAP INDEX FUND	27,264	31,884
131.389 SH. VANGUARD SMALL-CAP INDEX FUND	10,511	10,759
668.723 SH. GMO RESOURCES FUND	11,514	15,421
1,431.891 SH. DFA GLOBAL REAL ESTATE	13,920	13,718
1,667.611 SH. NORTHERN MULTI-MGR GLOBAL LISTED FUND	19,612	17,343
324.891 SH. CALAMOS MARKET NEUTRAL INCOME FUND	4,666	4,367
262.870 SH. GMO ALTERNATIVE ALLOCATION FUND	4,861	4,556
987.894 SH. INFINITY Q DIVERSIFIED ALPHA FUND	7,588	25

- TIN:

TY 2021 TaxesSchedule

Name:

HELEN N CLARK CHARITABLE TRUST

FIRST INTERSTATE BANK TRUSTEE

EIN:

84-6274116

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHOLDING	123	123		0