Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GIANFORTE FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 11253
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOZEMAN, MT59719
A Employer identification number

30-6089834
B Telephone number (see instructions)

(406) 585-0604
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$210,923,558J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,046 2,046  
4 Dividends and interest from securities... 4,287,320 4,244,963  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 432,747
b Gross sales price for all assets on line 6a 16,885,274
7 Capital gain net income (from Part IV, line 2)... 432,747
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
List of Attached Documents:
// Content
899,517 896,797  
12 Total. Add lines 1 through 11........ 5,621,630 5,576,553  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 316,232 0   316,232
15 Pension plans, employee benefits....... 3,952 0   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,000 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
601,744 550,644   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
117,641 93,292   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 27,500 0   27,500
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41,242 0   38,790
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,128,311 643,936   382,522
25 Contributions, gifts, grants paid....... 10,843,900 10,843,900
26 Total expenses and disbursements. Add lines 24 and 25 11,972,211 643,936   11,226,422
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,350,581
b Net investment income (if negative, enter -0-) 4,932,617
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 9,764,507 9,227,475 9,227,475
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 173,870,334 Click to see attachment
List of Attached Documents:
// Content
201,696,083 		201,696,083
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 183,634,841 210,923,558 210,923,558
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 189,646,320 223,285,618
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -6,011,479 -12,362,060
29 Total net assets or fund balances (see instructions)..... 183,634,841 210,923,558
30 Total liabilities and net assets/fund balances (see instructions). 183,634,841 210,923,558
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
183,634,841
2
Enter amount from Part I, line 27a .....................
2
-6,350,581
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
33,639,298
4
Add lines 1, 2, and 3 ..........................
4
210,923,558
5
Decreases not included in line 2 (itemize) right arrow
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
210,923,558
Form 990-PF (2023)
Form 990-PF (2023)
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 STIFEL NICOLAUS #39320247      
b STIFEL NICOLAUS #39320247      
c STIFEL NICOLAUS #23495389      
d STIFEL NICOLAUS #23495389      
e STIFEL NICOLAUS #24890324      
STIFEL NICOLAUS #24890324      
SHORT-TERM GAINS FROM PASSTHROUGH ENTITIES P    
LONG-TERM GAINS FROM PASSTHROUGH ENTITIES P    
STIFEL NICOLAUS #24890324 P    
OLD KINGS CAPITAL (SEE FORM 8621) P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 165,725   151,281 14,444
b 1,682,228   1,052,000 630,228
c 352,487   348,402 4,085
d 5,879,649   4,146,514 1,733,135
e 4,475,635   4,575,933 -100,298
3,878,946   4,094,759 -215,813
    437 -437
442,842     442,842
395     395
    2,083,201 -2,083,201
7,367     7,367
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       14,444
b       630,228
c       4,085
d       1,733,135
e       -100,298
      -215,813
      -437
      442,842
      395
      -2,083,201
      7,367
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 2 432,747
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
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 right arrow 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) 1 68,563
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 68,563
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 68,563
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 101,528
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 101,528
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 32,965
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow32,965 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMT
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowGIANFORTEFOUNDATION.ORG
14
The books are in care ofright arrowSUSAN GIANFORTE Telephone no.right arrow (406) 585-0604

Located atright arrow1320 MANLEY ROADBOZEMANMT ZIP+4right arrow59715
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GREG GIANFORTE TRUSTEE
2.00 		0 0 0
1320 MANLEY ROAD
BOZEMAN,MT59715
SUSAN GIANFORTE TRUSTEE
4.00 		0 0 0
1320 MANLEY ROAD
BOZEMAN,MT59715
RICHARD GIANFORTE TRUSTEE
1.00 		0 0 0
12317 102ND LANE NE
KIRKLAND,WA98034
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
CATHERINE D KOENEN EXECUTIVE DIRECTOR
40.00 		120,000 0 0
363 VIGILANTE TRAIL
BOZEMAN,MT59718
JOY CHURCHILL PROGRAM DIRECTOR
40.00 		85,000 0 0
525 WEAVER ROAD
BELGRADE,MT59714
TIMOTHY J GUARDIPEE NATIVE INITIATIVES D
40.00 		81,000 0 0
3769 HERITAGE DRIVE
BILLINGS,MT59102
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
188,475,809
b
Average of monthly cash balances.......................
1b
9,037,901
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
197,513,710
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
197,513,710
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,962,706
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
194,551,004
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,727,550
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.)
1
Minimum investment return from Part IX, line 6..................
1
9,727,550
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
68,563
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
68,563
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,658,987
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,658,987
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 XII, line 1 ...
7
9,658,987
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
11,226,422
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
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 XII, line 4. .......
4
11,226,422
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 9,658,987
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 451,475
c From 2020...... 1,393,194
d From 2021......  
e From 2022...... 1,440,949
f Total of lines 3a through e ........ 3,285,618
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 11,226,422
a Applied to 2022, 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 2023 distributable amount..... 9,658,987
e Remaining amount distributed out of corpus 1,567,435
5 Excess distributions carryover applied to 2023. 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 4,853,053
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,853,053
10 Analysis of line 9:
a Excess from 2019.... 451,475
b Excess from 2020.... 1,393,194
c Excess from 2021....  
d Excess from 2022.... 1,440,949
e Excess from 2023.... 1,567,435
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
GREG GIANFORTE
SUSAN GIANFORTE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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)
aPaid during the year

15-57 MINISTRIES

1315 REMINGTON CREST DRIVE
HOUSTON,TX77094 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

ABSAROKEE SCHOOL DISTRICT

327 S WOODARD AVE
ABSAROKEE,MT59001 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 875

ABSOLUTE MINISTRIES KALISPELL

1205 S MAIN
KALISPELL,MT59901 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 20,000

ACE SCHOLARSHIPS

112 S 1ST AVE
LAUREL,MT59044 		NONE PC CHARITABLE PURPOSE 1,735,574

ADAPTIVE PERFORMANCE CENTER

1420 BROADWATER AVE
BILLINGS,MT59102 		NONE PC CHARITABLE PURPOSE 5,000

AGAPE & ECCLESIA

1032 W SHERIDAN RD
CHICAGO,IL60660 		NONE PC CHARITABLE PURPOSE 6,000

ALBERTON SCHOOL DISTRICT

306 RAILROAD AVE
ALBERTON,MT59820 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,500

ALLIANCE DEFENDING FREEDOM

15100 N 90TH STREET
SCOTTSDALE,AZ85260 		NONE CHARITABLE ORG CHARITABLE PURPOSE 75,000

ALLIANCE FOR YOUTH

3220 11TH AVE S
GREAT FALLS,MT59405 		NONE PC CHARITABLE PURPOSE 49,020

AMERICAN COMPUTER MUSEUM

PO BOX 7190
BOZEMAN,MT59771 		NONE CHARITABLE ORG CHARITABLE PURPOSE 10,000

AMERICAN JOBS FOR AMERICA'S YOUTH MT

PO BOX 923
HELENA,MT59624 		NONE PC CHARITABLE PURPOSE 10,000

APARTMENT LIFE INC - MONTANA

PO BOX 650951
DALLAS,TX75265 		NONE PC CHARITABLE PURPOSE 6,000

ARLEE COMMUNITY DEVELOPMENT CORP

92555 HIGHWAY 93
ARLEE,MT59821 		NONE PC CHARITABLE PURPOSE 15,000

ASLAN YOUTH MINISTRIES

PO BOX 270
RED BANK,NJ07701 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 95,000

ASSEMBLIES OF GOD (CHI ALPHA) - MONTANA

1445 N BOONVILLE AVE
SPRINGFIELD,MO65802 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 12,000

ASSOCIATION OF CLASSICAL CHRISTIAN SCHOOLS

205 E 5TH ST
MOSCOW,ID83843 		TRUSTEE CHARITABLE ORG. CHARITABLE PURPOSE 25,000

ATLAS CULTURAL FOUNDATION

5 WEST MENDENHALL UNIT 521
BOZEMAN,MT59715 		NONE PC CHARITABLE PURPOSE 1,000

BAPTIST STUDENT UNION

PO BOX 51410
BILLINGS,MT59105 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,500

BELGRADE HIGH SCHOOL ROBOTICS CLUB

303 N HOFFMAN
BELGRADE,MT59714 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,500

BIGFORK CHAPEL

290 SWAN HIGHWAY
BIGFORK,MT59911 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,500

BILLINGS CATHOLIC SCHOOLS FOUNDATION

PO BOX 31158
BILLINGS,MT59107 		NONE PC CHARITABLE PURPOSE 50,000

BOYS & GIRLS CLUB OF FLATHEAD RESLAKE CITY

PO BOX 334
RONAN,MT59864 		NONE PC CHARITABLE PURPOSE 15,000

BOYS & GIRLS CLUB OF RICHLAND COUNTY

PO BOX 416
SIDNEY,MT59270 		NONE PC CHARITABLE PURPOSE 5,000

BOZEMAN ART MUSEUM

2612 W MAIN ST STE B
BOZEMAN,MT59718 		NONE PC CHARITABLE PURPOSE 7,500

BOZEMAN PUBLIC LIBRARY

PO BOX 6242
BOZEMAN,MT59771 		NONE PC CHARITABLE PURPOSE 1,000

BOZEMAN SYMPHONY

402 E MAIN STREET STE 202
BOZEMAN,MT59715 		NONE PC CHARITABLE PURPOSE 10,000

BRIDGER SKI FOUNDATION

PO BOX 1243
BOZEMAN,MT59771 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

BUTTE LITERACY PROGRAM

226 W BROADWAY
BUTTE,MT59703 		NONE PC CHARITABLE PURPOSE 2,500

BUTTE RESCUE MISSION

610 E PLATINUM ST
BUTTE,MT59701 		NONE PC CHARITABLE PURPOSE 50,000

BUTTE SPIRIT CENTER

609 W GALENA ST
BUTTE,MT59701 		NONE PC CHARITABLE PURPOSE 25,000

CM RUSSELL MUSEUM

400 13TH STREET
N GREAT FALLS,MT59401 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000

CARROLL COLLEGE

1601 N BENTON AVE
HELENA,MT59625 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 50,000

CAT RODEO SCHOLARSHIP ASSOC

PO BOX 10424
BOZEMAN,MT59719 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,000

CATALYST FOR CHANGE

PO BOX 1768
BIG TIMBER,MT59011 		NONE PC CHARITABLE PURPOSE 21,750

CENTRAL ASSEMBLY OF GREAT FALLS

2001 CENTRAL AVE
GREAT FALLS,MT59401 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,100

CENTRAL MISSIONARY CLEARINGHOUSE

PO BOX 219228
HOUSTON,TX77218 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

CHABAD LUBAVITCH OF MONTANA

1610 ELLIS ST UNIT 2B
BOZEMAN,MT59715 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000

CHAPLAINS OF CENTRAL MONTANA

457 BIG SKY LANE
LEWISTOWN,MT59457 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,000

CHESTERTON HOUSE

CORNELL UNIVERSITY PO BOX 4405
ITHACA,NY14852 		NONE PC CHARITABLE PURPOSE 10,000

CHI ALPHA (CO MT MINISTRY NETWORK)

32 CAMPUS DR
MISSOULA,MT59812 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 61,500

CHRISTIAN MEDIA MINISTRIES

201 W MADISON SUITE 100
BELGRADE,MT59714 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000

CHURCH AT THE GATES

3821 STEPHENS AVE
MISSOULA,MT59801 		NONE PC CHARITABLE PURPOSE 3,300

CHURCH FOR THE CITY

407 WICKS LANE
BILLINGS,MT59105 		NONE PC CHARITABLE PURPOSE 1,500

CODE GIRLS UNITED

PO BOX 8272
KALISPELL,MT59904 		NONE PC CHARITABLE PURPOSE 50,000

COLLECTIVE CHICAGO

1262 W ARGYLE ST
CHICAGO,IL60640 		NONE PC CHARITABLE PURPOSE 50,000

COLUMBUS HIGH SCHOOL ROBOTICS

433 N 3RD ST
COLUMBUS,MT59019 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,500

COMMUNIO

1844 NATALIE ST
BILLINGS,MT59105 		NONE PC CHARITABLE PURPOSE 495,835

COMMUNITY LEADERSHIP AND DEV INC

PO BOX 3381
BILLINGS,MT59103 		NONE PC CHARITABLE PURPOSE 1,004,849

COMPASSION INTERNATIONAL

12290 VOYAGER PKWY
COLORADO SPRINGS,CO80921 		NONE PC CHARITABLE PURPOSE 1,000

CORNERSTONE COMMUNITY CHURCH

4525 GRAND AVE
BILLINGS,MT59106 		NONE PC CHARITABLE PURPOSE 2,600

CORNERSTONE FAITH CENTER INC

PO BOX 578
ST IGNATIUS,MT59865 		NONE PC CHARITABLE PURPOSE 8,000

CORNERSTONE MINISTRIES INC

11625 US HWY 93
S LOLO,MT59847 		NONE PC CHARITABLE PURPOSE 1,500

CORPORATE AMERICA SUPPORTS YOU - MONTANA

13971 LAKE MAHOGANY BLVD
FORT MYERS,FL33907 		NONE PC CHARITABLE PURPOSE 5,000

CORPORATE CHAPLAINS OF AMERICA - MONTANA

1300 CORPORATE CHAPLAIN DRIVE
WAKE FOREST,NC27857 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 15,750

CROSSCUT

PO BOX 1886
BOZEMAN,MT59771 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

CROSSWINDS RECOVERY

PO BOX 5102
MISSOULA,MT59806 		NONE PC CHARITABLE PURPOSE 10,000

CROW COMMUNITY BAPTIST CHURCH

PO BOX 369
CROW AGENCY,MT59022 		NONE PC CHARITABLE PURPOSE 5,000

CRU MINISTRIES - MONTANA

100 LAKE HART DRIVE
ORLANDO,FL328328222 		NONE PC CHARITABLE PURPOSE 120,000

DADCAMP - MONTANA

618 E BLVD
KOKOMO,IN46902 		NONE PC CHARITABLE PURPOSE 20,000

DAWSON COMMUNITY COLLEGE

PO BOX 189
DARBY,MT59829 		NONE PC CHARITABLE PURPOSE 15,000

DELIVERFUND

1005 BAKER AVE SUITE B
WHITEFISH,MT59937 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 15,000

EAGLE MOUNT BOZEMAN

6901 GOLDENSTEIN LANE
BOZEMAN,MT59715 		NONE PC CHARITABLE PURPOSE 10,000

ECHOZ PREGNANCY CARE CENTER

1323 9TH AVE
SOUTH GREAT FALLS,MT59405 		NONE PC CHARITABLE PURPOSE 25,000

ED CHOICE

111 MONUMENT CIRCLE SUITE 2650
INDIANAPOLIS,IN46204 		NONE PC CHARITABLE PURPOSE 25,000

EDIFY

PO BOX 986500
BOSTON,MA02298 		NONE PC CHARITABLE PURPOSE 100,000

ELEVATE CHURCH

4907 BLUE MOUNTAIN RD
MISSOULA,MT59804 		NONE PC CHARITABLE PURPOSE 1,500

EMMANUEL BAPTIST CHURCH

328 SOUTH SHILOH RD
BILLINGS,MT59106 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 3,950

END EXPLOITATION MONTANA

3031 GRAND AVE 160
BILLINGS,MT59102 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 18,500

EUREKA PUBLIC SCHOOLS

PO BOX 705
ENNIS,MT59729 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 15,200

FALLS CHAPEL

PO BOX 1094
THOMPSON FALLS,MT59873 		NONE PC CHARITABLE PURPOSE 1,500

FAMILY CHURCH

1002 3RD AVE
LAUREL,MT59044 		NONE PC CHARITABLE PURPOSE 3,250

FAMILY PROMISE OF GREATER HELENA

PO BOX 939
HELENA,MT59624 		NONE PC CHARITABLE PURPOSE 9,000

FAMILY PROMISE OF YELLOWSTONE VALLEY

10 S 26TH ST
BILLINGS,MT59101 		NONE PC CHARITABLE PURPOSE 498,228

FAMILY RESEARCH COUNCIL

801 G STREET NW
WASHINGTON,DC20001 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 50,000

FAMILY TREE NURTURING CENTER

2520 5TH AVE
SOUTH BILLINGS,MT59101 		NONE PC CHARITABLE PURPOSE 7,500

FAMILYLIFE - MONTANA

PO BOX 62822
ORLANDO,FL32832 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 73,600

FATHERS IN THE FIELD - MONTANA

6796 N FRANKLIN AVE
LOVELAND,CO80538 		NONE PC CHARITABLE PURPOSE 31,500

FELLOWSHIP BAPTIST CHURCH

423 WESTGATE DRIVE
BILLINGS,MT59101 		NONE PC CHARITABLE PURPOSE 10,000

FELLOWSHIP OF CHRISTIAN ATHLETES

526 STADLER
HELENA,MT59601 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 42,500

FELLOWSHIP OF CHRISTIAN COWBOYS

PO BOX 573
BELGRADE,MT59714 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

FLATHEAD WARMING CENTER

PO BOX 7142
KALISPELL,MT59904 		NONE PC CHARITABLE PURPOSE 40,000

FLORENCE CRITTENTON HOME & SERVICES

901 NORTH HARRIS STREET
HELENA,MT59601 		NONE PC CHARITABLE PURPOSE 12,500

FOCUS - MONTANA

603 PARK POINT DRIVE SUITE 200
GENESEE,CO80401 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 37,500

FOCUS ON THE FAMILY

8605 EXPLORER DRIVE
COLORADO SPRINGS,CO80920 		NONE PC CHARITABLE PURPOSE 50,000

FRIENDS OF MT SHAKESPEARE IN THE PARKS

PO BOX 6214
BOZEMAN,MT59717 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 25,000

FRIENDS OF CHILDREN - WESTERN MT

400 W BROADWAY SUITE 101
MISSOULA,MT59802 		NONE PC CHARITABLE PURPOSE 7,500

FRIENDSHIP HOUSE OF CHRISTIAN SERVICE

3123 8TH AVE SOUTH
BILLINGS,MT59101 		NONE PC CHARITABLE PURPOSE 50,000

FRYBREAD FELLOWSHIP MINISTRIES

PO BOX 154
HAYS,MT59527 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 15,000

GALL VALLEY CHRISTIAN HOME SCH SPORTS

PO BOX 10081
BOZEMAN,MT59719 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

GALLATIN VALLEY LAND TRUST

212 S WALLACE STE 101
BOZEMAN,MT59715 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

GIRLS SCOUTS OF MONTANA AND WYOMING

2303 GRAND AVE
BILLINGS,MT59102 		NONE PC CHARITABLE PURPOSE 17,100

GRACE BIBLE CHURCH

3625 S 19TH STREET
BOZEMAN,MT59718 		NONE PC CHARITABLE PURPOSE 208,775

GRACE MONTESSORI ACADEMY

4809 GRAND AVE
BILLINGS,MT59106 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 25,000

GRACE FALLS CENTRAL CATHOLIC HIGH SCHOOL

2800 18TH AVE
S GREAT FALLS,MT59405 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 50,000

GREAT FALLS CHILDREN'S RECEIVING HOME

PO BOX 1061
GREAT FALLS,MT59403 		NONE PC CHARITABLE PURPOSE 7,000

GREAT FALLS CHURCH OF THE NAZARENE

1727 2ND AVE
S GREAT FALLS,MT59405 		NONE PC CHARITABLE PURPOSE 5,000

GREAT FALLS PUBLIC SCHOOLS

2601 8TH ST NE
GREAT FALLS,MT59404 		NONE PC CHARITABLE PURPOSE 5,000

GREAT FALLS RESCUE MISSION

408 2ND AVENUE SOUTH
GREAT FALLS,MT59403 		NONE PC CHARITABLE PURPOSE 50,000

GREATER GALLATIN UNITED WAY

945 TECHNOLOGY BLVD SUITE 101F
BOZEMAN,MT59718 		NONE PC CHARITABLE PURPOSE 10,000

GREATER MISSOULA YOUTH FOR CHRIST

1515 FAIRVIEW SUITE 210
MISSOULA,MT59801 		NONE PC CHARITABLE PURPOSE 18,595

GRIZZLY CHRISTIAN FELLOWSHIP

2010 S 3RD ST W
MISSOULA,MT59801 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 13,000

HARDIN NEW LIFE CHURCH

1030 N CODY AVE
HARDIN,MT59034 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,200

HARVEST CHURCH CAR CARE MINISTRY

1235 W WICKS LANE
BILLINGS,MT59105 		NONE PC CHARITABLE PURPOSE 3,300

HEADWATERS COVENANT CHURCH

1030 CHOTEAU STREET
HELENA,MT59601 		NONE PC CHARITABLE PURPOSE 1,500

HEART CHURCH

1001 CLEVELAND ST
MISSOULA,MT59801 		NONE PC CHARITABLE PURPOSE 1,500

HEART OF MONTANA LOVE

214 WEST MAIN STREET SUITE 201
LEWISTOWN,MT59457 		NONE PC CHARITABLE PURPOSE 25,000

HELENA AREA HABITAT FOR HUMANITY

PO BOX 459
HELENA,MT59624 		NONE PC CHARITABLE PURPOSE 37,500

HELENA SYMPHONY

21 N LAST CHANCE GULCH SUITE 100
HELENA,MT59601 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000

HELLGATE ELEMENTARY ROBOTICS

2385 FLYNN LANE
MISSOULA,MT59808 		NONE PC CHARITABLE PURPOSE 1,500

HER CAMPAIGN

PO BOX 51451
BILLINGS,MT59105 		NONE PC CHARITABLE PURPOSE 507,953

HERITAGE ACADEMY INC

PO BOX 5673
KALISPELL,MT59903 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 75,000

HERITAGE CHRISTIAN SCHOOL

4310 DURSTON RD
BOZEMAN,MT59718 		NONE PC CHARITABLE PURPOSE 25,000

HI-LINE PREGNANCY RESOURCE CENTER

315 1ST STREET
HAVRE,MT59501 		NONE PC CHARITABLE PURPOSE 10,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI49242 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 12,500

HOLTER MUSEUM OF ART

12 E LAWRENCE ST
HELENA,MT59601 		NONE PC CHARITABLE PURPOSE 1,000

HOMEWARD FOR HEROES

227 W NICKLAUS AVE
KALISPELL,MT59901 		NONE PC CHARITABLE PURPOSE 7,500

HOPE AND REFUGE HOUSING

PO BOX 4293
BUTTE,MT59702 		NONE PC CHARITABLE PURPOSE 1,800

HOPE CENTER MINISTRIES

PO BOX 87
CLANCY,MT59634 		NONE PC CHARITABLE PURPOSE 64,200

HOPE CENTER MINISTRIES - BUTTE

308 SPIRES RD
DIVIDE,MT59727 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 50,000

HOPE CENTER MINISTRIES - HELENA

13 CLANCY ST
CLANCY,MT59634 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 50,000

IMPACT MONTANA INC

PO BOX 6061
HELENA,MT59604 		NONE PC CHARITABLE PURPOSE 15,000

INDIAN YOUTH CAMP INC

28840 HOPE WAY
BIGFORK,MT59911 		NONE PC CHARITABLE PURPOSE 15,000

INTERMOUNTAIN OPERA

PO BOX 37
BOZEMAN,MT59771 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000

INTERNATIONAL STUDENTS INC

PO BOX C
COLORADO SPRINGS,CO809013000 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 57,500

INTERVARSITY CHRISTIAN FELLOWSHIP - MONTANA

PO BOX 7895
MADISON,WI53707 		NONE PC CHARITABLE PURPOSE 34,500

JACKSON HOLE CLASSICAL ACADEMY

PO BOX 7466
JACKSON,WY83002 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 99,214

KIDS HOPE USA - MONTANA

201 W WASHINGTON AVE SUITE 20
ZEELAND,MI49464 		NONE PC CHARITABLE PURPOSE 15,000

LAME DEER HOPE PCG

15661 S SPERRY GRADE RD
GREENOUGH,MT59823 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 15,000

LAMOTTE SCHOOL

841 BEAR CANYON RD
BOZEMAN,MT59715 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,500

LAVIE DBA BILLINGS CRISIS PREG CTR INC

PO BOX 80146
BILLINGS,MT59108 		NONE PC CHARITABLE PURPOSE 30,000

LIBBY HIGH SCHOOL

150 EDUCATION WAY
LIBBY,MT59923 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 3,000

LIBBY MT PREGNANCY CARE SENTER

PO BOX 1134
LIBBY,MT59923 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

LIFE NET OF MISSOULA

1515 FAIRWAY AVE
MISSOULA,MT59801 		NONE PC CHARITABLE PURPOSE 25,000

LIFEPOINT CHURCH

2526 LAKE HELENA DRIVE
EAST HELENA,MT59635 		NONE PC CHARITABLE PURPOSE 1,150

LINCOLN PUBLIC SCHOOLS

PO BOX 39
LINCOLN,MT59639 		NONE PC CHARITABLE PURPOSE 1,300

LIVING WATER CHURCH

PO BOX 31453
BILLINGS,MT59107 		NONE PC CHARITABLE PURPOSE 2,500

LOVE AND SONSHINE MINISTRIES

PO BOX 23174
BILLINGS,MT59104 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 20,000

LOVE IN THE NAME OF CHRIST - GALLATIN CITY

PO BOX 7117
BOZEMAN,MT59771 		NONE PC CHARITABLE PURPOSE 60,000

LOVE INC OF YELLOWSTONE COUNTY

PO BOX 1254
BILLINGS,MT59103 		NONE PC CHARITABLE PURPOSE 10,000

LOVE THY NEIGHBOR

PO BOX 4096
LONG BRANCH,NJ07740 		NONE PC CHARITABLE PURPOSE 5,000

MAIN SEQUENCE ROBOTICS

PO BOX 4745
HELENA,MT59604 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 9,000

MANHATTAN FIRST ROBOTICS

330 DOUBLE D LANE
MANHATTAN,MT59741 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,500

MASTERS COLLEGE

21726 PLACERITA CANYON RD
SANTA CLARITA,CA91321 		NONE PC CHARITABLE PURPOSE 25,000

MIGHTY OAKS FOUNDATION - MONTANA

PO BOX 1405
MONTGOMERY,TX77356 		NONE PC CHARITABLE PURPOSE 30,000

MINDSPARK LEARNING - MONTANA

455 S PIERCE ST
LAKEWOOD,CO80226 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 58,525

MISSIO DEI CHICAGO (UPTOWN)

1242 W ADDISON
CHICAGO,IL60613 		NONE PC CHARITABLE PURPOSE 15,000

MISSION VALLEY CHRISTIAN ACADEMY

38907 HWY 35
POISON,MT59860 		NONE PC CHARITABLE PURPOSE 609,530

MISSION VALLEY SENIOR CITIZENS INC

528 MAIN ST SW
RONAN,MT59864 		NONE PC CHARITABLE PURPOSE 7,875

MISSOULA COUNTY PUBLIC SCHOOLS

901 SOUTH AVE
WEST MISSOULA,MT59801 		NONE PC CHARITABLE PURPOSE 4,500

MISSOULA INTERFAITH COLLABORATIVE

2205 34TH ST
MISSOULA,MT59801 		NONE PC CHARITABLE PURPOSE 20,000

MONTANA COMMUNITY FOUNDATION

PO BOX 1145
HELENA,MT59624 		NONE PC CHARITABLE PURPOSE 10,000

MONTANA COUNCIL ON ECONOMIC EDUCATION

PO BOX 1306
HELENA,MT59624 		NONE PC CHARITABLE PURPOSE 1,000

MONTANA FAMILY INSTITUTE

PO BOX 494
LAUREL,MT59044 		NONE PC CHARITABLE PURPOSE 254,231

MONTANA FFA FOUNDATION INC

PO BOX 943
LEWISTOWN,MT59457 		NONE CHARITABLE ORG CHARITABLE PURPOSE 15,000

MONTANA HIGHER ED STUD ASSIS CORP

PO BOX 5209
HELENA,MT59601 		NONE PC CHARITABLE PURPOSE 286,750

MONTANA METH PROJECT

PO BOX 8944
MISSOULA,MT59807 		NONE PC CHARITABLE PURPOSE 100,000

MONTANA ON A MISSION

PO BOX 696
BIG TIMBER,MT59011 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,000

MONTANA PEER SUPPORT NETWORK

1104 24TH AVE SW
GREAT FALLS,MT59404 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,500

MONTANA RESCUE MISSION

2902 MINNESOTA AVE
BILLINGS,MT59101 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 50,000

MONTANA ROBOTICS ALLIANCE

PO BOX 4745
HELENA,MT59604 		NONE PC CHARITABLE PURPOSE 5,000

MONTANA STATE UNIVERSITY ALUMNI FOUNDATION

1501 SOUTH 11TH AVENUE
BOZEMAN,MT59717 		NONE CHARITABLE ORG CHARITABLE PURPOSE 1,500

MONTANA THEATERWORKS - ELLEN THEATER

PO BOX 28
BOZEMAN,MT59771 		NONE PC CHARITABLE PURPOSE 15,000

MONTANA YOUTH SYMPHONY

1116 S TRACY AVE
BOZEMAN,MT59715 		NONE PC CHARITABLE PURPOSE 5,000

MOUNTAIN HOME

2606 SOUTH AVE WEST
MISSOULA,MT59804 		NONE PC CHARITABLE PURPOSE 20,000

MOUNTAIN SHADOW ASSOCIATION

444 CIRCLE F DRIVE
BOZEMAN,MT59718 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 21,875

MOUNTAIN VIEW COMMUNITY CHURCH

280 W KAGY BLVD
BOZEMAN,MT59718 		NONE PC CHARITABLE PURPOSE 1,500

NATIONAL CHRISTIAN CHARITABLE FOUND INC

PO BOX 524
ALPHARETTA,GA30009 		NONE PC CHARITABLE PURPOSE 10,000

NATIVE AMERICAN DEV CORP

17 N 26TH ST
BILLINGS,MT59101 		NONE PC CHARITABLE PURPOSE 20,000

NEW HOPE CLINIC

320 S IDAHO ST
BUTTE,MT59701 		NONE PC CHARITABLE PURPOSE 13,800

NEW HOPE PREGNANCY SUPPORT CTR OF DILLON

610 N MONTANA ST 6
DILLON,MT59725 		NONE PC CHARITABLE PURPOSE 5,000

ONE HEART WARRIORS

4435 PALISADE PARK DRIVE
BILLINGS,MT59106 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 250,063

OMF INTERNATIONAL

10 W DRY CREEK
LITTLEON,CO80120 		NONE PC CHARITABLE PURPOSE 4,500

OPEN BIBLE CHRISTIAN CENTER

302 19TH ST
WEST BILLINGS,MT59102 		NONE PC CHARITABLE PURPOSE 2,600

OPTIONS WOMEN'S CLINIC

1005 PARTRIDGE PLACE STE 1
HELENA,MT59602 		NONE PC CHARITABLE PURPOSE 40,000

OUTFITTERS FOR CHRIST

PO BOX 140
YAMPA,CO80483 		NONE PC CHARITABLE PURPOSE 10,000

PACIFIC NW ADULT AND TEEN CHALLENGE

3815 S 7TH ST
WEST MISSOULA,MT59804 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 30,000

PAR (POWER FOR ABUNDANT RECOVERY) MIN

2335 LEWIS AVE
BILLINGS,MT59101 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 3,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET SUITE 550 SOUTH
WASHINGTON,DC20036 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 25,000

PLAINS 2 PEAKS YOUTH INITIATIVE

102 C ST N
WIBAUX,MT59353 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

PLENTY DOORS COMMUNITY DEV CORP

PO BOX 1061
CROW AGENCY,MT59022 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 20,000

PRISON FELLOWSHIP - MONTANA

44180 RIVERSIDE DRIVE
LANSDOWNE,VA20176 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 42,000

PROMISE686

PO BOX 5689
KALISPELL,MT59903 		NONE PC CHARITABLE PURPOSE 50,000

RAFIKI FOUNDATION

23315 COUNTY RD 44 A
EUSTIS,FL32736 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 100,000

RAPELJE SCHOOL

714 MAIN ST
RAPELJE,MT59067 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,500

REACH HIGHER MONTANA

PO BOX 5209
HELENA,MT59604 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 291,750

REESE CREEK COMMUNITY CENTER

13695 SPRINGHILL RD
BELGRADE,MT59714 		NONE PC CHARITABLE PURPOSE 10,000

REFUGE MINISTRIES OF NORTH AMERICA

PO BOX 672607
CHUGIAK,AK99567 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,000

RESOURCE ED AND AGRICULTURE LEADERS

PO BOX 170535
BOZEMAN,MT59717 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 1,500

REZILIENTKIDZ - MONTANA

PO BOX 62966
COLORADO SPRINGS,CO80962 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 25,000

RIPE FOR HARVEST

PO BOX 487
MONUMENT,CO80132 		NONE PC CHARITABLE PURPOSE 6,000

RONAN MIDDLE SCHOOL ROBOTICS

421 ANDREW NW
RONAN,MT59864 		NONE PC CHARITABLE PURPOSE 2,000

SACRED PORTION

PO BOX 11486
BOZEMAN,MT59719 		NONE PC CHARITABLE PURPOSE 10,000

SAGEBRUSH FOOD PANTRY

669 W PARK DRIVE
SHELBY,MT59474 		NONE PC CHARITABLE PURPOSE 7,200

SALISH AND KOOTENAI HOUSING AUTHORITY

PO BOX 38
PABLO,MT59855 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 7,500

SERIOUS JUJU SKATEWORKS INC

PO BOX 705
KALISPELL,MT59903 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 11,250

SPARROW'S VINE

PO BOX 864
SEELY LAKE,MT59868 		NONE PC CHARITABLE PURPOSE 6,500

SPECIAL OLYMPICS MONTANA

710 1ST AVENUE NORTH
GREAT FALLS,MT59401 		NONE PC CHARITABLE PURPOSE 20,000

SPLASHES OF JOY

PO BOX 4173
HELENA,MT59604 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 3,300

ST ANDREW SCHOOL

1900 FLOWERREE ST
HELENA,MT59601 		NONE PC CHARITABLE PURPOSE 25,000

ST IGNATIUS COMM SENIOR CITIZEN CTR

212 N MAIN BOX 278
ST IGNATIUS,MT59865 		NONE PC CHARITABLE PURPOSE 1,450

STILLWATER YOUTH CENTER INC

PO BOX 1148
COLUMBUS,MT59019 		NONE PC CHARITABLE PURPOSE 10,926

STOKE - FIRST BROADWATER COUNTY

PO BOX 1024
TOWNSEND,MT59644 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,250

STRONGER CO

35 DUNE RIDGE LANE
GREAT FALLS,MT59404 		NONE PC CHARITABLE PURPOSE 2,700

SUMMIT CAREER CENTER

100 FORT OWEN RANCH ROAD
STEVENSVILLE,MT59870 		NONE PC CHARITABLE PURPOSE 50,000

SUMMIT CHURCH

921 W MENDENHALL
BOZEMAN,MT59715 		NONE PC CHARITABLE PURPOSE 1,100

SUNBURST PUBLIC SCHOOLS

PO BOX 710
SOUTH SUNBURST,MT59482 		NONE PC CHARITABLE PURPOSE 1,500

T-6 ADVANCED TRAINING & CAREER DEV

36 EAST FORK RD
BIG TIMBER,MT59011 		NONE PC CHARITABLE PURPOSE 18,000

TEENPACT LEADERSHIP SCHOOLS - MONTANA

610 MOOREFIELD PARK DRIVE
RICHMOND,VA23236 		NONE PC CHARITABLE PURPOSE 3,300

THE CHILDREN'S SHAKESPEARE SOCIETY

1627 W MAIN ST 281
BOZEMAN,MT59715 		NONE PC CHARITABLE PURPOSE 5,000

THE FAITH AND LAW PROJECT

PO BOX 7585
ARLINGTON,VA22207 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000

THE LIFEGUARD GROUP

13320 BUNCHGRASS LANE
MISSOULA,MT59808 		NONE PC CHARITABLE PURPOSE 12,500

THE NAVIGATORS - MONTANA

3820 N 30TH ST
COLORADO SPRINGS,CO80904 		NONE PC CHARITABLE PURPOSE 19,500

THE PEOPLES PARTNERS FOR COMM DEV

PO BOX 955
LAME DEER,MT59043 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 35,000

THE ROCK YOUTH CENTER

214 N 11TH
BOZEMAN,MT59715 		NONE PC CHARITABLE PURPOSE 20,000

THE SALVATION ARMY A CALIFORNIA CORP

2100 6TH AVE
NORTH BILLINGS,MT59101 		NONE PC CHARITABLE PURPOSE 25,000

THE SALVATION ARMY NORTHWEST DIV

PO BOX 418
HAVRE,MT59501 		NONE PC CHARITABLE PURPOSE 168,547

THE VERITAS FORUM

PO BOX 380807
CAMBRIDGE,MA02238 		NONE PC CHARITABLE PURPOSE 85,000

THE WORTHY RANCH

3109 LYNN AVE
BILLINGS,MT59102 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,250

TIKKUN OLAM MINISTRIES

PO BOX 999
FORT BENTON,MT59442 		NONE PC CHARITABLE PURPOSE 10,000

TROY COMMUNITY BAPTIST CHURCH

725 E MISSOULA AVE
TROY,MT59935 		NONE PC CHARITABLE PURPOSE 3,300

TRUE NORTH 406 MINISTRIES

345 EAST BOWMAN DR
KALISPELL,MT59901 		NONE PC CHARITABLE PURPOSE 10,000

TURNING POINT USA

4940 E BEVERLY ROAD
PHOENIX,AZ85044 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 50,000

UNIVERSITY OF MONTANA FOUNDATION

PO BOX 7159
MISSOULA,MT59807 		NONE PC CHARITABLE PURPOSE 25,000

VALLEY FELON-AID

146 BIRCH ST
HAMILTON,MT59840 		NONE PC CHARITABLE PURPOSE 12,500

VENTURE CHURCH

2595 SIMMENTAL WAY
BOZEMAN,MT59718 		NONE PC CHARITABLE PURPOSE 3,250

VETERANS NAVIGATION NETWORK

2173 OVERLAND AVENUE
BILLINGS,MT59102 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 3,360

VICTORY CHURCH GREAT FALLS

3001 13TH STREET
SOUTH GREAT FALLS,MT59405 		NONE PC CHARITABLE PURPOSE 15,000

WARRIORS AND QUIET WATERS FOUNDATION

351 EVERGREEN DR STE A
BOZEMAN,MT59715 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 2,500

WEST VALLEY SCHOOL

2290 FARM TO MARKET RD
KALISPELL,MT59901 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 4,500

WIDE AWAKE INTERNATIONAL INC

PO BOX 12642
SALEM,OR97309 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 5,000

WISE WONDERS CHILDREN'S MUSEUM

3024 2ND AVE
NORTH BILLINGS,MT59101 		NONE PC CHARITABLE PURPOSE 9,000

YELLOWSTONE BOYS & GIRLS RANCH FOUNDATION

PO BOX 80807
BILLINGS,MT59108 		NONE PC CHARITABLE PURPOSE 25,000

YOUNG LIFE

PO BOX 81377
BILLINGS,MT59108 		NONE PC CHARITABLE PURPOSE 69,000

YOUTH ENTERPRENEURS INC - MONTANA

PO BOX 791847
BALTIMORE,MD21279 		NONE PC CHARITABLE PURPOSE 243,750

YOUTH HOMES

550 NORTH CALIFORNIA STREET
MISSOULA,MT59802 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 20,000

YOUTH WITH A MISSION - TRIBAL WAVES A CORP

PO BOX 784
RONAN,MT59864 		NONE CHARITABLE ORG. CHARITABLE PURPOSE 10,000

ZOECARE

2251 W KAGY BLVD 2
BOZEMAN,MT59718 		NONE PC CHARITABLE PURPOSE 33,000
Total .................................right arrow 3a 10,843,900
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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
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 2,046  
4 Dividends and interest from securities ....     14 4,287,320  
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 .....     18 899,517  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 432,747  
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 5,621,630 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,621,630
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
GIANFORTE FAMILY CHARITABLE TRUST
EIN:
30-6089834
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 20,000 0   0

TY 2023 InvestmentsOtherSchedule2
Name:
GIANFORTE FAMILY CHARITABLE TRUST
EIN:
30-6089834
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIXED INCOME MUTUAL FUNDS FMV 17,158,722 17,158,722
HARDING LOEVNER EQUITIES FMV 13,144,490 13,144,490
INDEX ACCOUNT FMV 82,557,446 82,557,446
NEW SOUTH SMALL CAP FMV 11,078,572 11,078,572
LIGHTHOUSE GLOBAL FMV 5,872,083 5,872,083
OLD KINGS FMV 9,208,494 9,208,494
ISHARES RUSSEL 2000 GROWTH FMV 12,446,699 12,446,699
WHIPPOORWILL FMV 1,522,950 1,522,950
PARAMETRIC FMV 23,714,766 23,714,766
INTERNATIONAL MUTUAL FUNDS FMV 15,240,613 15,240,613
TPG OPPORTUNITIES FMV 40,816 40,816
HARBORVEST GLOBAL 2015 FD FMV 1,320,347 1,320,347
HARBORVEST GLOBAL 2019 FD FMV 2,963,763 2,963,763
MARATHON EUROPEAN CREDIT OPPOR FMV 2,390,574 2,390,574
SUMMIT PARTNERS IX-A FMV 1,320,951 1,320,951
TOP IV AIV FMV 274,055 274,055
TSSP OPP PARTNERS IV FMV 1,048,563 1,048,563
SUMMIT PARTNERS IX-A, AIV FMV 392,179 392,179

TY 2023 OtherExpensesSchedule
Name:
GIANFORTE FAMILY CHARITABLE TRUST
EIN:
30-6089834
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 787 0   787
OFFICE SUPPLIES 1,013 0   1,013
POSTAGE/DELIVERY 509 0   509
WORKERS COMP INSURANCE 1,237 0   0
MARKETING FEES 80 0   80
MT FILING FEE 20 0   20
MISCELLANEOUS 13,239 0   13,149
PAYROLL EXPENSES 84 0   0
LIABILITY INSURANCE 1,041 0   0
ENRICHMENT PROGRAM EXPENSES 23,232 0   23,232


TY 2023 OtherIncomeSchedule2
Name:
GIANFORTE FAMILY CHARITABLE TRUST
EIN:
30-6089834
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
HARBOURVEST 2019 (SEE FORM 8621) 0 0 0
LIGHTHOUSE GLOBAL(SEE FORM 8621) 222,880 222,880 222,880
MARATHON EC OPPTY FD III(SEE FORM 8621) 735,458 735,458 735,458
RETURNED GRANTS FROM PRIOR YEAR 2,720 0 2,720
SIXTH STREET/TPG OPPORTUNITES II 24 24 24
SUMMIT PARTNERS GROWTH EQUITY FUND -111,607 -111,607 -111,607
TOP IV DELAWARE AIV I-B -15,616 -15,616 -15,616
TPG MARKETS IIB SF AIV (SEE FORM 8621) 0 0 0
TSSP OPPORTUNITIES PARTNERS IV (B) LP 23,476 23,476 23,476
WHIPPORWILL DIST OPPTY (SEE FORM 8621) 39,353 39,353 39,353
HARBOURVEST 2015 -179 -179 -179
STIFEL INVESTMENT MISC INCOME 3,008 3,008 3,008


TY 2023 OtherIncreasesSchedule
Name:
GIANFORTE FAMILY CHARITABLE TRUST
EIN:
30-6089834
Description Amount
UNREALIZED GAIN/LOSS & BOOK TAX DIFFERENCES 33,639,298


TY 2023 OtherProfessionalFeesSchedule
Name:
GIANFORTE FAMILY CHARITABLE TRUST
EIN:
30-6089834
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGT FEES 490,619 490,619   0
PORTFOLIO DEDUCTIONS THRU K1S 60,025 60,025   0
CONSULTING 51,100 0   0


TY 2023 TaxesSchedule
Name:
GIANFORTE FAMILY CHARITABLE TRUST
EIN:
30-6089834
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX ON DIVIDENDS 93,292 93,292   0
PAYROLL TAXES 24,349 0   0