Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
MONTANA HEALTHCARE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)777 EAST MAIN 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOZEMAN, MT59715
A Employer identification number

46-6854005
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$254,936,905J 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) 15,300,300
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,417 1,417  
4 Dividends and interest from securities... 1,823,942 3,228,847  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,699,150
b Gross sales price for all assets on line 6a 63,884,307
7 Capital gain net income (from Part IV, line 2)... 8,390,013
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 248,696 1,396,474  
12 Total. Add lines 1 through 11........ 24,073,505 13,016,751  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 522,734 76,273   446,461
14 Other employee salaries and wages...... 1,315,833 78,247   1,237,584
15 Pension plans, employee benefits....... 373,201 24,869   348,333
16a Legal fees (attach schedule)......... Click to see attachment 12,034 0   11,850
b Accounting fees (attach schedule)....... Click to see attachment 61,003 15,330   41,773
c Other professional fees (attach schedule).... Click to see attachment 325,699 325,699   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 135,000 76,855   0
19 Depreciation (attach schedule) and depletion... 10,164 0  
20 Occupancy.............. 142,325 5,000   137,437
21 Travel, conferences, and meetings....... 63,146 10,000   52,572
22 Printing and publications.......... 2,622 0   2,622
23 Other expenses (attach schedule)....... Click to see attachment 1,039,056 1,109,382   1,386,091
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,002,817 1,721,655   3,664,723
25 Contributions, gifts, grants paid....... 6,603,673 5,505,337
26 Total expenses and disbursements. Add lines 24 and 25 10,606,490 1,721,655   9,170,060
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 13,467,015
b Net investment income (if negative, enter -0-) 11,295,096
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 305,015 310,840 310,840
2 Savings and temporary cash investments......... 5,818,081 1,470,681 1,470,681
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   138    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   15,029 15,029
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 88,558,122 Click to see attachment109,894,622 109,894,622
c Investments—corporate bonds (attach schedule)....... 12,425,480 Click to see attachment23,205,488 23,205,488
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 104,651,302 Click to see attachment119,931,197 119,931,197
14 Land, buildings, and equipment: basis bullet115,535
Less: accumulated depreciation (attach schedule) bullet105,371 20,328 Click to see attachment10,164 10,164
15 Other assets (describe bullet) Click to see attachment67,008 Click to see attachment98,884 Click to see attachment98,884
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 211,845,474 254,936,905 254,936,905
Liabilities 17 Accounts payable and accrued expenses.......... 94,452 132,231
18 Grants payable................. 2,056,595 2,754,931
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 2,151,047 2,887,162
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 209,310,071 252,019,743
25 Net assets with donor restrictions............ 384,356 30,000
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 209,694,427 252,049,743
30 Total liabilities and net assets/fund balances (see instructions). 211,845,474 254,936,905
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
209,694,427
2
Enter amount from Part I, line 27a .....................
2
13,467,015
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
28,888,301
4
Add lines 1, 2, and 3 ..........................
4
252,049,743
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
252,049,743
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIRST AM GOVT OB FD P 2020-01-01 2021-12-31
b PUBLICLY TRADED SECURITIES P 2020-01-01 2021-12-31
c DIRECT FOREIGN INVESTMENTS P 2020-01-01 2021-12-31
d CAPITAL GAIN FROM SCHEDULE K-1 P 2020-01-01 2021-12-31
e
(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 40,602,882   40,602,874 8
b 9,183,750   6,121,609 3,062,141
c 9,369,412   7,144,887 2,224,525
d 3,103,339     3,103,339
e
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       8
b       3,062,141
c       2,224,525
d       3,103,339
e
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 8,390,013
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 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........................... 3 157,002
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- ..... 5 157,002
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 163,582
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.............. 7 163,582
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,580
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,580 RefundedBullet 11 0
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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MTHCF.ORG
    14
    The books are in care ofbulletCAROL FARRIS Telephone no.bullet (406) 451-7060

    Located atbullet777 EAST MAIN 201BOZEMANMT ZIP+4bullet59715
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 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
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
     
    No
    c
    .........bullet
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    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
    WILLIAM UNDERRINER TREASURER
    9.00     		36,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    MICHAEL HARRINGTON CHAIR
    10.00     		36,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    DENIS PRAGER TRUSTEE
    2.30     		24,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    GERALD GRAY TRUSTEE
    9.00     		36,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    JUDITH LAPAN VICE-CHAIR
    9.00     		36,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    JOANNE PIEPER TRUSTEE
    9.00     		36,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    PAUL COOK SECRETARY
    9.00     		36,000 0 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    AARON WERNHAM CEO
    40.00     		282,734 27,633 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    THEODORE MADDEN COO
    40.00     		173,379 22,119 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    SCOTT MALLOY PROGRAM DIRECTOR
    40.00     		157,568 21,353 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    TRESSIE WHITE PROGRAM DIRECTOR
    40.00     		145,201 19,861 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    KELSEY GUMMER SENIOR PROGRAM OFFIC
    40.00     		101,614 16,857 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    KASSIE RUNSABOVE PROGRAM OFFICER
    40.00     		96,785 17,640 0
    777 EAST MAIN SUITE 206
    BOZEMAN,MT59715
    Total number of other employees paid over $50,000...................bullet 6
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MANATT PHELPS & PHILLIPS RESEARCH 210,000
    7 TIMES SQUARE
    NEW YORK,NY10036
    NEPC LLC INVESTMENT CONSULTING 186,352
    DEPARTMENT 3570 BOX 4110
    WOBURN,MA018884110
    JG RESEARCH & EVALUATION EVALUATION 92,000
    2103 BRIDGER DRIVE
    BOZEMAN,MT59715
    VISCERAL LLC WEB DESIGN 75,000
    3631 5TH AVE
    SAN DIEGO,CA92103
    RJS & ASSOCIATES GRANT WRITING 62,587
    435 OATS RD
    BOX ELDER,MT59521
    Total number of others receiving over $50,000 for professional services.............bullet1
    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 AMERICAN INDIAN HEALTH: SEE STATEMENT 14 780,000
    2 BEHAVIORAL HEALTH: SEE STATEMENT 14 3,500,000
    3 PUBLIC HEALTH: SEE STATEMENT 14 560,000
    4 OTHER CHARITABLE ACTIVITIES: SEE STATEMENT 14 650,000
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    119,511,248
    b
    Average of monthly cash balances.......................
    1b
    7,567,954
    c
    Fair market value of all other assets (see instructions)................
    1c
    103,808,382
    d
    Total (add lines 1a, b, and c).........................
    1d
    230,887,584
    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
    230,887,584
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,463,314
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    227,424,270
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    11,371,214
    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
    11,371,214
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    157,002
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    157,002
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    11,214,212
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    275
    5
    Add lines 3 and 4............................
    5
    11,214,487
    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
    11,214,487
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 11,214,487
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 8,673,577
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,170,060
    a Applied to 2020, but not more than line 2a 8,673,577
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment300,000
    d Applied to 2021 distributable amount..... 196,483
    e Remaining amount distributed out of corpus 0
    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 5 300,000
    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 ..........     		11,018,004
    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) .......     		300,000
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MONTANA HEALTHCARE FOUNDATION
    777 E MAIN SUITE 206
    BOZEMAN,MT59715
    (406) 451-7060
    bThe form in which applications should be submitted and information and materials they should include:
    VISIT WWW.MTHCF.ORG FOR APPLICATION INFORMATION.
    cAny submission deadlines:
    VISIT WWW.MTHCF.ORG FOR SUBMISSION DEADLINES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    VISIT WWW.MTHCF.ORG FOR FUNDING RESTRICTIONS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTION INC
    25 W SILVER ST
    BUTTE,MT59701     		  PC BUTTE HIH DATA COORDINATION PROJECT 21,448
    ADDICTIVE AND MENTAL DISORDERS DIVISION
    100 NORTH PARK SUITE 300
    HELENA,MT596202905     		  GOV MT CTC COACH-IN-TRAINING EXPANSION GRANT 89,412
    ALL NATIONS HEALTH CENTER
    830 WEST CENTRAL AVE
    MISSOULA,MT59801     		  PC ALL NATIONS HOUSING FEASIBILITY STUDY 74,250
    ALLIANCE FOR YOUTH INC
    PO BOX 2928
    GREAT FALLS,MT594032982     		  PC DEVELOPMENT OF RECOVERY SUPPORT SERVICES FUNDING MODEL AND PEER SUPPORT CAPACITY BUILDING, IMPLEMENTATION, EVALUATION AND INTEGRATION INTO CRISIS INTERVENTION PROGRAM 37,500
    ALLUVION HEALTH
    601 1ST AVE N
    GREAT FALLS,MT59401     		  PC ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE 50,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    2017 HARRISON AVE
    BUTTE,MT59701     		  PC 9TH ANNUAL MONTANAN CONFERENCE ON SUICIDE PREVENTION 1,500
    ARLEE COMMUNITY DEVELOPMENT CORPORATION
    PO BOX 452
    ARLEE,MT59821     		  PC PIVOTING FROM EMERGENCY FOOD RESPONSE TO FOOD SOVEREIGNTY (FSC) PROGRAMMING WITH HEALTHY LOCAL FOODS 60,000
    ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS
    34 WEST 6TH AVENUE SUITE 2E
    HELENA,MT59601     		  NC HIGHER LOGIC COMMUNITY SHARING PLATFORM 20,000
    AWARE INC
    205 EAST PARK
    ANACONDA,MT59711     		  PC AWARE PACT SERVICE EXPANSION-REGION 4 75,000
    BEHAVIORAL HEALTH ALLIANCE OF MONTANA
    PO BOX 7635
    MISSOULA,MT59807     		  PC GENERAL OPERATING FUNDING 25,000
    BIG SKY AACAP
    2620 COLONIAL DR STE B
    HELENA,MT59601     		  PC MONTANA PSYCHIATRY CONFERENCE SPONSORSHIP 500
    BILLINGS CLINIC
    2917 TENTH AVE N
    BILLINGS,MT591071031     		  PC REGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT 100,000
    BITTERROOT CASA INC
    217 N 3RD ST STE H1
    HAMILTON,MT598402478     		  PC BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING 27,913
    BUTTE SPIRIT CENTER
    1053 POINT OF ROCKS RD
    WHITEHALL,MT59759     		  PC BUTTE SPIRIT HOME, SCALING UP STAFFING TO SUPPORT SUD RECOVERY HOME SUSTAINABILITY 50,000
    CANCER SUPPORT COMMUNITY MONTANA
    102 S 11TH AVE
    BOZEMAN,MT59715     		  PC EXPANSION OF BEHAVIORAL HEALTH PROGRAMS IN MISSOULA 50,000
    CENTER FOR MENTAL HEALTH
    915 1ST AVE SOUTH
    GREAT FALLS,MT59401     		  PC PACT TEAM EXPANSION & MACT IMPLEMENTATION 67,000
    CENTER POLE
    PO BOX 71
    GARRYOWEN,MT59031     		  PC INCREASING CAPACITY AND FOOD QUALITY TO CREATE A HEALTHY CULTURALLY BASED RESERVATION FOOD SYSTEM 30,000
    CHIPPEWA CREE TRIBE
    96 CLINIC RD N
    BOX ELDER,MT59521     		  GOV ROCKY BOY FOOD SOVEREIGNTY PROJECT 60,000
    COMMUNITY HOSPITAL OF ANACONDA
    401 WEST PENNSYLVANIA AVE
    ANACONDA,MT59711     		  PC INTEGRATED BEHAVIORAL HEALTH 37,500
    COMMUNITY MEDICAL CENTER
    2827 FORT MISSOULA ROAD
    MISSOULA,MT59804     		  NC COMMUNITY MEDICAL CENTER'S CONSOLIDATION GRANT 70,000
    DAY EAGLE HOPE PROJECT
    18243 STATE HIGHWAY 66
    HARLEM,MT59526     		  PC AANIIIH/NAKODA FOOD SOVEREIGNTY ON THE FORT BELKNAP INDIAN RESERVATION 60,000
    DPHHS SENIOR AND LONG TERM CARE DIVISION
    PO BOX 4210
    HELENA,MT59604     		  GOV INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) 75,000
    EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER
    2508 WILSON STREET
    MILES CITY,MT59301     		  PC MACT SERVICES IN EASTERN MONTANA 72,515
    FAST BLACKFEET
    PO BOX 2460
    BROWNING,MT59417     		  PC SUSTAINING FOOD SECURITY WITH MNT SERVICE DELIVERY 19,250
    FAST BLACKFEET
    PO BOX 2460
    BROWNING,MT59417     		  PC WORKING TOWARD A HEALTHY, FOOD SECURE BLACKFEET NATION 60,000
    FORT PECK TRIBES - SPOTTED BULL RECOVERY RESOURCE CENTER
    603 1/2 COURT AVENUE
    POPLAR,MT59255     		  GOV SPOTTED BULL RECOVERY RESOURCE CENTER BEHAVIORAL HEALTH CAPACITY BUILDING PROJECT 50,000
    GLACIER COUNTY HEALTH DEPARTMENT
    1210 E MAIN
    CUT BANK,MT59427     		  GOV TRIBAL-COUNTY CRISIS COALITION LAUNCH (BLACKFEET - GLACIER) 37,500
    GREATER VALLEY HEALTH CENTER
    1035 1ST AVE WEST SUITE 210
    KALISPELL,MT59901     		  PC SCHOOL BASED HEALTH CENTERS - PRIMARY CARE 75,000
    HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION
    318-320 N LAST CHANCE GULCH STE 2C
    HELENA,MT59601     		  PC BUILDING BRIDGES FOR BETTER BIRTHS 55,950
    HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION
    318-320 N LAST CHANCE GULCH STE 2C
    HELENA,MT59601     		  PC PERINATAL MENTAL HEALTH CONFERENCE 2021 1,000
    HEART BUTTE SCHOOLS
    1 NEW SCHOOL ROAD
    HEART BUTTE,MT59448     		  PC FEATHER WOMAN HEALING LODGE BUSINESS PLAN 25,000
    HELENA INDIAN ALLIANCE
    501 EUCLID AVENUE
    HELENA,MT59601     		  PC NEW CLINIC ADDITION/DESIGN 64,313
    HENRY J KAISER FAMILY FOUNDATION
    185 BERRY ST STE 2000
    SAN FRANCISCO,CA94107     		  PC KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP 200,086
    HOLY ROSARY HEALTHCARE FOUNDATION
    2600 WILSON STREET
    MILES CITY,MT59301     		  PC EASTERN MONTANA PERINATAL BEHAVIORAL HEALTH 111,270
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
    32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC HRDC RURAL HOUSING PLANNING GRANT: HOME REHABILITATION 25,000
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
    32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 50,000
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
    32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC TRACKING AND EVALUATION OF OUTCOMES FOR RESIDENTS HOUSED THROUGH COORDINATED ENTRY 25,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
    310 SUNNYVIEW LANE
    KALISPELL,MT59901     		  PC C3_IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE 25,000
    KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
    310 SUNNYVIEW LANE
    KALISPELL,MT59901     		  PC INTEGRATED BEHAVIORAL HEALTH OUTREACH 100,000
    LINCOLN COUNTY LIBRARY FOUNDATION
    220 W E 6TH ST
    LIBBY,MT59923     		  PC TROY LIBRARY AND OPPORTUNITY CENTER PLANNING GRANT 25,000
    LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
    615 CENTRAL AVE WEST
    GREAT FALLS,MT59404     		  GOV STRATEGIC PLANNING FOR LITTLE SHELL TRIBAL DEPARTMENTS 147,407
    MADISON VALLEY HOSPITAL ASSOCIATION
    305 N MAIN
    ENNIS,MT59729     		  PC INTEGRATED BEHAVIORAL HEALTH 25,000
    MARCUS DALY MEMORIAL HOSPITAL
    1200 WESTWOOD DR
    HAMILTON,MT59840     		  PC MARCUS DALY- IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH 62,500
    MESSENGERS FOR HEALTH
    PO BOX 940
    CROW AGENCY,MT59022     		  PC GOOD MEDICINE HEALING TRAINING SERIES 2,152
    MESSENGERS FOR HEALTH
    PO BOX 940
    CROW AGENCY,MT59022     		  PC INDIGENOUS EVALUATION AND DISSEMINATION OF THE BA NNILAH PROJECT 74,771
    MISSION WEST COMMUNITY DEVELOPMENT PARTNERS
    407 MAIN ST SW
    RONAN,MT59864     		  PC LOCAL FOOD FOR LOCAL FAMILIES: MONTANA SNAP FOOD BOX PILOT PROJECT 74,809
    MONTANA BUDGET AND POLICY CENTER
    15 WEST 6TH AVENUE 3E
    HELENA,MT59601     		  PC GENERAL SUPPORT GRANT 50,000
    MONTANA FREE PRESS
    PO BOX 1425
    HELENA,MT59624     		  PC HEALTH FROM MORE ANGLES: INTERSECTIONAL HEALTH CARE REPORTING AND ANALYSIS FOR MONTANA COMMUNITIES 39,870
    MONTANA HEALTH NETWORK HEALTH INC
    519 PLEASANT STREET
    MILES CITY,MT59301     		  NC EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT 93,241
    MONTANA HUMAN RIGHTS NETWORK
    PO BOX 1509
    HELENA,MT59601     		  PC GENERAL SUPPORT GRANT 50,000
    MONTANA OFFICE OF PUBLIC INSTRUCTION
    PO BOX 202501
    HELENA,MT59620     		  GOV SCHOOL WELLNESS INITIATIVE 40,000
    MONTANA PUBLIC HEALTH ASSOCIATION
    PO BOX 511
    CHOTEAU,MT594220511     		  GOV MPHA: DRIVING PUBLIC HEALTH FORWARD - A DYNAMIC RESPONSE TO WORKING TOGETHER EVENT 10,000
    MONTANA PUBLIC HEALTH INSTITUTE
    235 SEGIAH WAY
    KALISPELL,MT59901     		  PC MONTANA PUBLIC HEALTH INSTITUTE START UP 200,000
    MONTANA PUBLIC HEALTH INSTITUTE
    235 SEGIAH WAY
    KALISPELL,MT59901     		  PC UNLOCKING THE PUBLIC HEALTH SYSTEMS POTENTIAL TO IMPROVE BEHAVIORAL HEALTH IN MONTANA AN ENVIRONMENTAL SCAN. 50,000
    MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH
    PO BOX 172470
    BOZEMAN,MT597172470     		  GOV MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION 25,000
    MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH
    PO BOX 172470
    BOZEMAN,MT597172470     		  GOV SEMI-ANNUAL BUILDING HEALTHY COMMUNITIES CONFERENCE 8,500
    MONTANA STATE UNIVERSITY FOUNDATION
    PO BOX 172750
    BOZEMAN,MT597172750     		  GOV CLIMATE CHANGE AND HUMAN HEALTH IN MONTANA - THE FILM 10,000
    MONTANA SUPREME COURT
    215 N SANDERS
    HELENA,MT596203003     		  GOV ADULT DRUG COURT JUDICIAL DISTRICT MATCH SUPPORT NORTHERN CHEYENNE NATION 5,000
    NAMIMT
    PO BOX 1021
    HELENA,MT59624     		  PC NAMI MONTANA OPERATIONS GRANT 25,000
    NEIGHBORWORKS MONTANA
    509 1ST AVENUE SOUTH
    GREAT FALLS,MT59401     		  PC 2021 ANNUAL HOUSING CONFERENCE 3,750
    NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH
    PO BOX 67
    LAME DEER,MT59043     		  GOV NORTHERN CHEYENNE SCHOOL WELLNESS PROJECT 150,000
    NORTHWEST COMMUNITY HEALTH CENTER
    320 E 2ND STREET
    LIBBY,MT59923     		  PC LIBBY RURAL HOUSING PLANNING GRANT 25,000
    OFFICE OF THE COMMISSIONER OF HIGHER EDUCATION (OCHE)
    560 N PARK AVENUE
    HELENA,MT596203201     		  PC MONTANA AMERICAN INDIAN POST-BACCALAUREATE PROGRAM-PREPARING AIAN STUDENTS FOR CAREERS AS PHYSICIANS 25,000
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC C3_SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES 75,000
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY 150,000
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC SACRED FAMILIES BLAINE COUNTY 67,600
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC SACRED FAMILIES FERGUS COUNTY 67,600
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC SACRED FAMILIES ROSEBUD COUNTY 75,000
    ONE VALLEY COMMUNITY FOUNDATION
    1627 WEST MAIN STREET
    BOZEMAN,MT59715     		  PC A SEAT AT THE TABLE 1,000
    OPEN AID ALLIANCE
    1500 W BROADWAY SUITE A
    MISSOULA,MT59802     		  PC UNCOVERY TREATMENT CENTER EXPANSION PROJECT 20,000
    OPPORTUNITIES INC
    905 1ST AVENUE NORTH
    GREAT FALLS,MT59403     		  PC CUT BANK RURAL HOUSING PLANNING GRANT 25,000
    PARK COUNTY
    414 EAST CALLENDER STREET
    LIVINGSTON,MT59047     		  GOV PARK COUNTY PEER SUPPORT SPECIALIST PROGRAM FOR MOBILE CRISIS RESPONSE IN PARK COUNTY 37,395
    PARTNERSHIP HEALTH CENTER
    401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC ADVANCING PEER SUPPORT 37,500
    PARTNERSHIP HEALTH CENTER
    401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC BUILDING A COMPREHENSIVE SCHOOL-BASED BEHAVIORAL HEALTH SYSTEM AT LOWELL ELEMENTARY SCHOOL 37,500
    PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT
    PO BOX 955
    LAME DEER,MT59043     		  PC NORTHERN CHEYENNE FOOD INITIATIVES 50,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC DR. JAMIE STRAUB, A CLINICIAN AND LEADER FOR IMPROVING PERINATAL BEHAVIORAL HEALTH IN LAKE COUNTY 10,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE MONTANA IBH CONTINUATION AND SPECIALTY CLINIC EXPANSION 60,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE ST. JOSEPH MEDICAL CENTER IBH CONSOLIDATION GRANT 75,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE ST. JOSEPH MEDICAL CENTER'S JOURNEY OF HOPE 75,000
    PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION
    1400 BROADWAY STREET
    HELENA,MT59620     		  GOV IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS 230,000
    PULSE DBA JEFFERSON VALLEY EMS & RESCUE
    PO BOX 511
    WHITEHALL,MT59759     		  PC JEFFERSON VALLEY COMMUNITY INTEGRATED HEALTH LAUNCH 74,967
    RED LODGE AREA COMMUNITY FOUNDATION
    122 HAUSER S AVE
    RED LODGE,MT59068     		  PC CARBON COUNTY AREA RIDE & TRANSIT: ADDRESSING RURAL ISOLATION & MOBILITY NEEDS 49,952
    RIMROCK FOUNDATION
    1231 N 29TH ST
    BILLINGS,MT59101     		  PC RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) 67,148
    RIMROCK FOUNDATION
    1231 N 29TH ST
    BILLINGS,MT59101     		  PC SUBSTANCE ABUSE CONNECT CRISIS DIVERSION PROJECT 75,000
    ROOTS FAMILY COLLABORATIVE
    280 W KAGY SUITE D 230
    BOZEMAN,MT59715     		  PC ROOTS CONFERENCE SPONSORSHIP 500
    SALISH AND KOOTENAI HOUSING AUTHORITY
    PO BOX 38
    PABLO,MT59855     		  GOV FLATHEAD INDIAN RESERVATION HOUSING NEEDS ASSESSMENT AND HOMELESSNESS STUDY 50,000
    SALISH AND KOOTENAI HOUSING AUTHORITY
    PO BOX 38
    PABLO,MT59855     		  GOV TRAINING AND ONGOING TECHNICAL ASSISTANCE AND SUPPORT FOR TDO STAFF AT THE MORNING STAR PSH. 9,950
    SAPPHIRE COMMUNITY HEALTH INC
    316 NORTH 3RD
    HAMILTON,MT59840     		  PC RAVALLI COUNTY SCHOOL WELLNESS PROGRAM 131,637
    SIDNEY HEALTH CENTER
    216 14TH AVE SW
    SIDNEY,MT59270     		  PC C3_BAKKEN BEHAVIORAL HEALTH INTEGRATION 75,000
    SOUTHWEST MONTANA COMMUNITY HEALTH CENTER
    445 CENTENNIAL AVE
    BUTTE,MT59701     		  PC KENNEDY ELEMENTARY SCHOOL-BASED CLINIC 62,500
    ST JAMES HEALTHCARE FOUNDATION
    400 S CLARK ST
    BUTTE,MT59701     		  PC EMERGENCY MEDICAL RESPONSE IN JEFFERSON COUNTY: FEASIBILITY STUDY AND PLANNING 25,000
    ST LUKE COMMUNITY HEALTHCARE FOUNDATION
    107 6TH AVE SW
    RONAN,MT59864     		  PC C3_WRAPPED IN HOPE 65,000
    ST PETER'S HEALTH FOUNDATION
    2475 E BROADWAY ST
    HELENA,MT59601     		  PC HELENA REGIONAL HOUSING IS HEALTH CARE INITIATIVE IMPLEMENTATION 50,000
    ST VINCENT HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC CLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY 75,000
    ST VINCENT HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC MONTANA HEALTHCARE LEADERSHIP CONFERENCE 5,000
    ST VINCENT HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC MSCA WEBSITE ESTABLISHMENT 3,950
    UNITED WAY OF YELLOWSTONE COUNTY
    2173 OVERLAND AVENUE
    BILLINGS,MT59106     		  PC BILLINGS PERMANENT SUPPORTIVE HOUSING IMPLEMENTATION 73,800
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		  GOV AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) 49,978
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		  GOV DEVELOPMENT AND IMPLEMENTATION OF THE MONTANA PREVENTION CERTIFICATION BOARD 75,000
    YELLOWSTONE BOYS AND GIRLS RANCH (YBGR)
    1732 SOUTH 72ND ST WEST
    BILLINGS,MT59106     		  PC BEAVERHEAD COUNTY CRISIS RESPONSE TASK FORCE 49,428
    YOUTH DYNAMICS
    2334 LEWIS AVENUE
    BILLINGS,MT59102     		  PC BECOMING AN ARC-INFORMED AGENCY 17,025
    YWCA GREAT FALLS
    220 2ND STREET NORTH
    GREAT FALLS,MT59401     		  PC GREAT FALLS HOUSING IS HEALTHCARE DATA PROJECT 25,000
    Total .................................bullet 3a 5,505,337
    bApproved for future payment
    ACTION INC
    25 W SILVER ST
    BUTTE,MT59701     		  PC BUTTE HIH DATA COORDINATION PROJECT 21,448
    ALLIANCE FOR YOUTH INC
    PO BOX 2928
    GREAT FALLS,MT594032982     		  PC DEVELOPMENT OF RECOVERY SUPPORT SERVICES FUNDING MODEL AND PEER SUPPORT CAPACITY BUILDING, IMPLEMENTATION, EVALUATION AND INTEGRATION INTO CRISIS INTERVENTION PROGRAM 37,500
    BILLINGS CLINIC
    2917 TENTH AVE N
    BILLINGS,MT591071031     		  PC REGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT 200,000
    CENTER POLE
    PO BOX 71
    GARRYOWEN,MT59031     		  PC INCREASING CAPACITY AND FOOD QUALITY TO CREATE A HEALTHY CULTURALLY BASED RESERVATION FOOD SYSTEM 30,000
    COMMUNITY HOSPITAL OF ANACONDA
    401 WEST PENNSYLVANIA AVE
    ANACONDA,MT59711     		  PC INTEGRATED BEHAVIORAL HEALTH 37,500
    COMMUNITY MEDICAL CENTER
    2827 FORT MISSOULA ROAD
    MISSOULA,MT59804     		  NC COMMUNITY MEDICAL CENTER'S CONSOLIDATION GRANT 105,000
    FORT PECK TRIBES - SPOTTED BULL RECOVERY RESOURCE CENTER
    603 1/2 COURT AVENUE
    POPLAR,MT59255     		  GOV SPOTTED BULL RECOVERY RESOURCE CENTER BEHAVIORAL HEALTH CAPACITY BUILDING PROJECT 50,000
    GLACIER COUNTY HEALTH DEPARTMENT
    1210 E MAIN
    CUT BANK,MT59427     		  GOV TRIBAL-COUNTY CRISIS COALITION LAUNCH (BLACKFEET - GLACIER) 37,499
    HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION
    318-320 N LAST CHANCE GULCH STE 2C
    HELENA,MT59601     		  PC BUILDING BRIDGES FOR BETTER BIRTHS 18,650
    HELENA INDIAN ALLIANCE
    501 EUCLID AVENUE
    HELENA,MT59601     		  PC NEW CLINIC ADDITION/DESIGN 21,438
    HOLY ROSARY HEALTHCARE FOUNDATION
    2600 WILSON STREET
    MILES CITY,MT59301     		  PC EASTERN MONTANA PERINATAL BEHAVIORAL HEALTH 37,090
    HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
    32 SOUTH TRACY
    BOZEMAN,MT59715     		  PC TRACKING AND EVALUATION OF OUTCOMES FOR RESIDENTS HOUSED THROUGH COORDINATED ENTRY 25,000
    LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
    615 CENTRAL AVE WEST
    GREAT FALLS,MT59404     		  GOV STRATEGIC PLANNING FOR LITTLE SHELL TRIBAL DEPARTMENTS 49,136
    MADISON VALLEY HOSPITAL ASSOCIATION
    305 N MAIN
    ENNIS,MT59729     		  PC INTEGRATED BEHAVIORAL HEALTH 25,000
    MESSENGERS FOR HEALTH
    PO BOX 940
    CROW AGENCY,MT59022     		  PC INDIGENOUS EVALUATION AND DISSEMINATION OF THE BAA NNILAH PROJECT 24,924
    MISSION WEST COMMUNITY DEVELOPMENT PARTNERS
    407 MAIN ST SW
    RONAN,MT59864     		  PC LOCAL FOOD FOR LOCAL FAMILIES: MONTANA SNAP FOOD BOX PILOT PROJECT 24,936
    MONTANA HEALTH NETWORK HEALTH INC
    519 PLEASANT STREET
    MILES CITY,MT59301     		  NC EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT 186,481
    MONTANA PUBLIC HEALTH INSTITUTE
    235 SEGIAH WAY
    KALISPELL,MT59901     		  PC MONTANA PUBLIC HEALTH INSTITUTE START UP 400,000
    NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH
    PO BOX 67
    LAME DEER,MT59043     		  GOV NORTHERN CHEYENNE SCHOOL WELLNESS PROJECT 124,988
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC SACRED FAMILIES BLAINE COUNTY 67,600
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC SACRED FAMILIES FERGUS COUNTY 67,600
    ONE HEALTH
    10 4TH STREET W
    HARDIN,MT59034     		  PC SACRED FAMILIES ROSEBUD COUNTY 75,000
    PARK COUNTY
    414 EAST CALLENDER STREET
    LIVINGSTON,MT59047     		  GOV PARK COUNTY PEER SUPPORT SPECIALIST PROGRAM FOR MOBILE CRISIS RESPONSE IN PARK COUNTY 37,395
    PARTNERSHIP HEALTH CENTER
    401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC ADVANCING PEER SUPPORT 37,500
    PARTNERSHIP HEALTH CENTER
    401 RAILROAD STREET WEST
    MISSOULA,MT59802     		  PC BUILDING A COMPREHENSIVE SCHOOL-BASED BEHAVIORAL HEALTH SYSTEM AT LOWELL ELEMENTARY SCHOOL 37,500
    PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT
    PO BOX 955
    LAME DEER MONTANA,MT59043     		  PC NORTHERN CHEYENNE FOOD INITIATIVES 50,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE MONTANA IBH CONTINUATION AND SPECIALTY CLINIC EXPANSION 115,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE ST. JOSEPH MEDICAL CENTER IBH CONSOLIDATION GRANT 75,000
    PROVIDENCE MONTANA HEALTH FOUNDATION
    502 W SPRUCE
    MISSOULA,MT59802     		  PC PROVIDENCE ST. JOSEPH MEDICAL CENTER'S JOURNEY OF HOPE 75,000
    PULSE DBA JEFFERSON VALLEY EMS & RESCUE
    PO BOX 511
    WHITEHALL,MT59759     		  PC JEFFERSON VALLEY COMMUNITY INTEGRATED HEALTH LAUNCH 24,989
    RED LODGE AREA COMMUNITY FOUNDATION
    122 HAUSER S AVE
    RED LODGE,MT59068     		  PC CARBON COUNTY AREA RIDE & TRANSIT: ADDRESSING RURAL ISOLATION & MOBILITY NEEDS 49,952
    RIMROCK FOUNDATION
    1231 N 29TH ST
    BILLINGS,MT59101     		  PC SUBSTANCE ABUSE CONNECT CRISIS DIVERSION PROJECT 75,000
    SAPPHIRE COMMUNITY HEALTH INC
    316 NORTH 3RD
    HAMILTON,MT59840     		  PC RAVALLI COUNTY SCHOOL WELLNESS PROGRAM 131,637
    SOUTHWEST MONTANA COMMUNITY HEALTH CENTER
    445 CENTENNIAL AVE
    BUTTE,MT59701     		  PC KENNEDY ELEMENTARY SCHOOL-BASED CLINIC 62,500
    ST PETER'S HEALTH FOUNDATION
    2475 E BROADWAY ST
    HELENA,MT59601     		  PC HELENA REGIONAL HOUSING IS HEALTH CARE INITIATIVE IMPLEMENTATION 50,000
    ST VINCENT HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		  PC CLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY 75,000
    UNITED WAY OF YELLOWSTONE COUNTY
    2173 OVERLAND AVENUE
    BILLINGS,MT59106     		  PC BILLINGS PERMANENT SUPPORTIVE HOUSING IMPLEMENTATION 24,600
    UNIVERSITY OF MONTANA FOUNDATION
    PO BOX 7159
    MISSOULA,MT59807     		  GOV DEVELOPMENT AND IMPLEMENTATION OF THE MONTANA PREVENTION CERTIFICATION BOARD 25,000
    YOUTH DYNAMICS
    2334 LEWIS AVENUE
    BILLINGS,MT59102     		  PC BECOMING AN ARC-INFORMED AGENCY 17,025
    YWCA GREAT FALLS
    220 2ND STREET NORTH
    GREAT FALLS,MT59401     		  PC GREAT FALLS HOUSING IS HEALTHCARE DATA PROJECT 25,000
    Total .................................bullet 3b 2,654,888
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    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 1,417  
    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 6,699,150  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		        275
    bINCOME/LOSS FROM NON K-1 INVESTMENTS     18 5,390  
    cALTERNATIVE INVESTMENT INCOME     18 243,031  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 8,772,930 275
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,773,205
    (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.)
    11A REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
    Yes
     
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    1a(1) 20,000 ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS HIGHER LOGIC COMMUNITY SHARING PLATFORM
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    MONTANA HEALTHCARE FOUNDATION
     
    Employer identification number

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






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    MONTANA HEALTHCARE FOUNDATION
          		Employer identification number
    46-6854005
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CARING FOR MONTANANS INC
     
    560 NORTH PARK AVENUE
     
    HELENA, MT59601

    		$ 15,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    THE BUILDERS INITIATIVE
     
    PO BOX 2030
     
    BENTONVILLE, AR72712

    		$ 300,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    MONTANA HEALTHCARE FOUNDATION
          		Employer identification number

    46-6854005
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    MONTANA HEALTHCARE FOUNDATION
          		Employer identification number

    46-6854005
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 61,003 15,330   41,773

    TY 2021 DistributionFromCorpusElection
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Election:
    SECTION 4942(H)(2) ELECTIONTREATMENT OF QUALIFYING DISTRIBUTIONSMONTANA HEALTHCARE FOUNDATIONEIN: 46-6854005777 EAST MAIN, #206, BOZEMAN, MT 59715FOR THE TAX YEAR ENDED DECEMBER 31, 2021PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS IN THE AMOUNT OF $300,000 DUE TO THE REQUIREMENTS OF IRC SEC. 4942(G)(3). THE ELECTION IS HEREBY SIGNED WITH THE SIGNATURE OF THE FORM 8879-TE, THAT AUTHORIZES THE SIGNING AND ELECTRONIC FILING OF THE FORM 990-PF. THE SIGNED COPY OF THE ELECTION IS AVAILABLE UPON REQUEST.-------------------------------------------- ------------NAME AND TITLE DATE

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS
          		34 WEST 6TH AVENUE SUITE 2E
    HELENA,MT59601     		2020-04-24 42,500 THE ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS WILL USE THE HIGHER LOGIC WEB PLATFORM TO CREATE A CLOUD-BASED APPLICATION THAT ENABLES LOCAL AND TRIBAL HEALTH DEPARTMENTS TO SHARE RESOURCES AND DISCUSS AND PROVIDE EACH OTHER WITH TECHNICAL ASSISTANCE ON SPECIFIC PUBLIC HEALTH QUESTIONS. THE HIGHER LOGIC PLATFORM HAS BEEN USED BY THE ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS (ASTHO), NNPHI, AND OTHER PUBLIC HEALTH ORGANIZATIONS. DURING THE COVID-19 PANDEMIC, THE NEED FOR THIS RESOURCE HAS BECOME MORE PRESSING. 42,500 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 10/31/2020, 5/31/2021, 10/31/2021, 4/30/2022    
    COMMUNITY MEDICAL CENTER
          		2827 FORT MISSOULA RD
    MISSOULA,MT59804     		2019-04-01 200,000 IN THIS PROJECT, COMMUNITY IMPLEMENTED INTEGRATED BEHAVIORAL HEALTH INTO ALL OF THEIR PRIMARY CARE CLINICS. THEY HAVE WELL-DEFINED TEAM-PRACTICES THAT INCLUDE WARM HAND-OFFS AND CARE TEAM MEETINGS. THEY HAVE DEVELOPED CARE PATHWAYS AND IMPLEMENTED UNIVERSAL SCREENINGS. THEY HAVE STARTED WORKING TOWARDS COLLABORATIVE CARE AND WILL FOCUS ON THAT AS PART OF THEIR IBH CONSOLIDATION GRANT. COMMUNITY EXPERIENCED SIGNIFICANT LEADERSHIP CHANGES DURING THE COURSE OF THE PROJECT AND THEY WERE STILL ABLE TO CONTINUE TO MOVE IBH FORWARD. WORKPLAN ITEMS CHANGED A BIT WHEN THEIR CLINICS IN LOLO AND FRENCHTOWN CLOSED. COMMUNITY WILL CONTINUE IMPLEMENTING IBH AND WILL FOCUS ON STRENGTHENING THEIR IBH PRACTICES AND IMPLEMENTING COLLABORATIVE CARE IN THEIR IBH CONSOLIDATION GRANT. 200,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 11/30/2019, 4/30/2020, 10/31/2020, 4/30/2021, 11/30/2021 (FINAL)    
    COMMUNITY MEDICAL CENTER
          		2827 FORT MISSOULA RD
    MISSOULA,MT59804     		2021-11-15 175,000 COMMUNITY MEDICAL CENTER (CMC) IS A LARGE (PPS) HOSPITAL (151-BEDS) IN MISSOULA AND SERVING THE SURROUNDING REGION. THIS PROJECT WILL EXPAND CMC'S CAPACITY TO PROVIDE THE ENTIRE CONTINUUM OF CARE FOR PATIENTS WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS BY FULLY INTEGRATING BEHAVIORAL HEALTH INTO ITS PRIMARY CARE CLINICS, EXPANDING SERVICES THROUGH TELEHEALTH TO SPECIALTY AND WALK-IN CLINICS, AND THOROUGHLY TRAINING AND INTEGRATING ITS CLINICAL TEAMS. FUNDING WILL SUPPORT A SOCIAL WORKER TO SERVE AS A CENTRALIZED BEHAVIORAL HEALTH CARE MANAGER FOR THE PROJECT. THIS PERSON WILL PROVIDE THE PERSONNEL, PSYCHIATRIC CONSULTATION, AND CLINICAL SUPERVISION NEEDED TO IMPLEMENT THE PROJECT. PARTNERS INCLUDE THE UNIVERSITY OF MONTANA'S BEHAVIORAL HEALTH WORKFORCE EDUCATION AND TRAINING PROGRAM, WALLA WALLA UNIVERSITY'S MASTERS IN SOCIAL WORK PROGRAM, ANDY LAUE, LCSW, WHO PROVIDES GROUP CLINICAL SUPERVISION FOR THE BEHAVIORAL HEALTH PROVIDERS, AND OTHER COMMUNITY BEHAVIORAL HEALTH PROVIDERS. 70,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 5/16/2022    
    MONTANA HEALTH NETWORK INC
          		519 PLEASANT STREET
    MILES CITY,MT59301     		2018-12-01 280,000 THIS PROJECT WILL SUPPORT THE INTEGRATION OF BEHAVIORAL HEALTH INTO PRIMARY CARE FOR THE HEALTHCARE FACILITIES IN EASTERN MONTANA THAT DO NOT HAVE A LARGER HEALTH SYSTEM AFFILIATION. THE PROJECT WILL PULL TOGETHER RURAL CLINICS, HOSPITALS AND PARTNER ORGANIZATIONS THAT PROVIDE BEHAVIORAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES. THROUGH THIS GRANT, THE FRANCES MAHON DEACONESS HOSPITAL (GLASGOW), MCCONE COUNTY HEALTH CENTER (CIRCLE), PRAIRIE COMMUNITY HOSPITAL (TERRY), ROSEBUD HEALTH CENTER (FORSYTH), ROOSEVELT MEDICAL CENTER (CULBERTSON), SIDNEY HEALTH CENTER (SIDNEY) WILL IMPLEMENT INTEGRATED BEHAVIORAL HEALTH IN THEIR PRIMARY CARE PRACTICES. THE EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER (MILES CITY) IS A CLOSE PARTNER AND WILL HELP MEET THE BEHAVIORAL HEALTH NEEDS FOR THIS PROJECT. 280,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/18, 06/30/19, 12/31/19, 06/30/20, 12/31/20, 6/30/21, 12/30/21 (FINAL)    
    MONTANA HEALTH NETWORK INC
          		519 PLEASANT STREET
    MILES CITY,MT59301     		2021-07-21 93,241 THE EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT WILL SUPPORT INTEGRATING BEHAVIORAL HEALTH (IBH) INTO PRIMARY CARE FOR FIVE RURAL HEALTHCARE FACILITIES IN EASTERN MONTANA (BAKER, EKALAKA, BROADUS, MALTA, AND JORDAN). THE GRANT WILL ALSO ALLOW THREE CURRENT IBH SITES (FORSYTH, CULBERTSON, AND TERRY) TO REFINE AND IMPROVE THEIR INITIAL IBH IMPLEMENTATION EFFORTS SUPPORTED UNDER MHCF'S PREVIOUS IBH NETWORK GRANT TO THE MONTANA HEALTH NETWORK (MHN). THE GOALS FOR THE PROJECT ARE TO 1) IMPLEMENT ROUTINE SCREENING AND EARLY INTERVENTION FOR BEHAVIORAL HEALTH AND SUBSTANCE USE ISSUES IN PRIMARY CARE; 2) IMPROVE CARE COORDINATION BETWEEN TREATING FACILITIES; AND 3) DEVELOP A SUSTAINABLE INTEGRATED BEHAVIORAL HEALTH MODEL FOR EXISTING AND NEW FACILITIES. 93,241 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 2/28/2022, 8/31/2022    
    MONTANA PRIMARY CARE ASSOCIATION
          		1805 EUCLID AVE
    HELENA,MT59601     		2018-11-01 200,000 THE COMMUNITY HEALTH CENTER/FEDERALLY QUALIFIED HEALTH CENTER (FQHC) MODEL IS, BY DEFINITION, BASED ON THE INTEGRATION OF PRIMARY CARE WITH ORAL HEALTH, BEHAVIORAL HEALTH AND PHARMACY SERVICES. IN PRACTICE, MONTANA'S FQHCS VARY CONSIDERABLY IN TERMS OF CLINIC SIZE, SERVICES, AND THE LEVEL OF SERVICE INTEGRATION THEY HAVE ACHIEVED, AND SUBSTANCE USE DISORDERS (SUD) ARE OFTEN NOT A MAJOR FOCUS. THROUGH THIS GRANT, MPCA WILL HIRE A FULL-TIME DIRECTOR OF IBH TO SUPPORT SYSTEM-WIDE IMPLEMENTATION. IN YEAR 1, 100% OF FQHCS WILL COMPLETE THE BASE ASSESSMENT IN THE FIRST QUARTER. 100% OF FQHC WILL MOVE AT LEAST ONE LEVEL EACH YEAR ON THE IMPLEMENTATION INTEGRATION SCALE FROM THEIR BASE DATA. THE DIRECTOR WILL COORDINATE ALL TRAINING AND TA IN THIS SUBJECT AREA. ALL TRAINING AND TECHNICAL ASSISTANCE WILL BE MEASURED IN THE MONTHLY REPORTING BY CENTERS FOR KEY PATIENT SERVICES AND OUTCOMES. SCREENING, BRIEF INTERVENTION, AND REFERRAL TO TREATMENT FOR SUD WILL BE A MAJOR FOCUS OF THE GRANT. 200,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 12/31/2018, 05/31/2019, 11/30/2019, 05/31/2020, 3/31/2021 (FINAL)    

    TY 2021 GeneralExplanationAttachment
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Identifier Return Reference Explanation
    SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A 1. AMERICAN INDIAN HEALTH: $780,000MHCF WORKS WITH LEADERSHIP FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA, ALONG WITH STATE LEADERS AND OTHER STAKEHOLDERS, TO DEVELOP AND IMPLEMENT STRATEGIES TO IMPROVE AMERICAN INDIAN HEALTH. THIS SUPPORT INCLUDES PROVIDING STRATEGIC GRANTS PLANNED AND DEVELOPED BY MHCF STAFF IN CLOSE COLLABORATION WITH NATIVE AMERICAN PARTNERS AND TECHNICAL ASSISTANCE BY MHCF STAFF AND CONTRACTORS. MHCF ALSO PROVIDES FINANCIAL SUPPORT AND STAFF TIME TO PLAN, CONVENE, AND FACILITATE THE QUARTERLY MEETINGS OF THE AMERICAN INDIAN HEALTH LEADERS (AIHL) GROUP AND TO CARRY OUT FOLLOW-UP ACTIVITIES TO IMPLEMENT PRIORITIES IDENTIFIED DURING THE MEETINGS. IN 2021, MHCF SUPPORTED THE AIHL GROUP IN ITS COVID-19 RESPONSE, HIRING A CONSULTANT TO IDENTIFY FEDERAL COVID-RELATED FUNDING AND ASSISTING MEMBERS IN PROCURING THOSE FUNDS. MHCF STAFF AND CONSULTANTS SUPPORTED THE CONTINUED PLANNING OF NATIVE-LED SUBSTANCE USE INPATIENT TREATMENT SERVICES AND THE EXPANSION OF THE CONTINUUM OF CARE FOR SUBSTANCE USE FOR AMERICAN INDIANS IN MONTANA. MHCF HAS THREE FULL-TIME STAFF DEDICATED MAINLY TO THIS CHARITABLE ACTIVITY.2. BEHAVIORAL HEALTH: $3,500,000INTEGRATED BEHAVIORAL HEALTH: MHCF ISSUED EIGHT GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN MONTANA. MHCF STAFF PROVIDED INDIVIDUALIZED TRAINING AND TECHNICAL SUPPORT FOR EACH GRANTEE AND IMPLEMENTED AN ONLINE LEARNING PLATFORM. CONVENING: MHCF HOSTED AN INTEGRATED BEHAVIORAL HEALTH SUMMIT.BEHAVIORAL HEALTH CONTINUUM OF CARE: MHCF ISSUED SEVEN GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF BEHAVIORAL HEALTH CRISIS SYSTEMS. MHCF CONTINUED TO LEAD A GROUP OF STATE PARTNERS TO DEVELOP AND IMPLEMENT STRATEGIES TO EXPAND SUBSTANCE USE DISORDER PREVENTION AND PROVIDED GRANTS AS NEEDED TO HELP IMPLEMENT THESE STRATEGIES. MHCF PROVIDED GRANTS AND SUPPORTED TECHNICAL ASSISTANCE TO EXPAND THE IMPLEMENTATION OF ASSERTIVE COMMUNITY TREATMENT. THE MEADOWLARK INITIATIVE: IN 2021, MHCF ADDED FIVE NEW GRANTEES TO THIS INITIATIVE. THROUGH GRANTS AND TECHNICAL ASSISTANCE, MHCF HAS NOW SUPPORTED A TOTAL OF 19 HOSPITALS AND CLINICS ACROSS THE STATE TO IMPLEMENT A TEAM-BASED, INTEGRATED APPROACH TO PRENATAL CARE. THE MEADOWLARK MODEL OF CARE PROVIDES PREGNANT AND POSTPARTUM WOMEN PROMPT, EFFECTIVE CARE FOR MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. MHCF WORKED EXTENSIVELY WITH THE STATE OF MONTANA TO COORDINATE MHCF FUNDING AND ACTIVITIES WITH FEDERAL FUNDING FOR MEADOWLARK ACTIVITIES THAT ARE ADMINISTERED BY THE STATE. SCHOOL-BASED HEALTH INITIATIVE: IN 2021, THE SECOND YEAR OF THE INITIATIVE, MHCF SUPPORTED NEW AND EXPANSION OF EXISTING PARTNERSHIPS BETWEEN SCHOOLS AND HEALTH CARE PROVIDERS TO OFFER MEDICAL, BEHAVIORAL HEALTH, AND DENTAL SERVICES IN SCHOOLS THAT SERVE A HIGH PROPORTION OF AT-RISK YOUTH. MHCF PROVIDED GRANTS TO FOUR HEALTH CARE PROVIDERS TO COVER START-UP EXPENSES FOR CLINICS AT EIGHT SCHOOLS. THE HEALTH CARE PROVIDERS INCLUDED ONE TRIBAL HEALTH DEPARTMENT AND THREE FEDERALLY QUALIFIED HEALTH CENTERS. MHCF STAFF, ALONG WITH A CONTRACTOR, THE NATIONAL SCHOOL-BASED HEALTH ALLIANCE, PROVIDED ONE-ON-ONE AND COHORT-LEVEL TECHNICAL ASSISTANCE TO ASSIST GRANTEES WITH CLINIC SERVICE PLANNING, BUSINESS DEVELOPMENT, AND REVENUE GENERATION TO SUPPORT THE CLINICS BEYOND THE GRANT TERM, PARTNERSHIP FORMATION WITH SCHOOLS, AND OTHER ASPECTS OF SCHOOL-BASED CLINIC IMPLEMENTATION. GRANT APPLICATION ASSISTANCE: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $200,000 IN GRANTS, CONTRACTS, AND STAFF TIME TO IDENTIFY GRANT OPPORTUNITIES SUITABLE TO ADDRESS HEALTH CHALLENGES IN MONTANA (INCLUDING COVID-19) AND TO HELP MONTANA-BASED NONPROFITS, TRIBES, AND GOVERNMENT AGENCIES TO APPLY. IN TOTAL, THIS RESULTED IN BRINGING OVER $8.2 MILLION OF NEW REVENUE INTO THE STATE.3. PUBLIC HEALTH: $560,000MHCF WORKS TO STRENGTHEN MONTANA'S PUBLIC HEALTH SYSTEM BY SUPPORTING LOCAL AND TRIBAL PUBLIC HEALTH DEPARTMENTS. IN 2021, MHCF CONTINUED FUNDING FOR A MULTI-YEAR INITIATIVE THAT HAS PROVIDED SUB-GRANTS AND INDIVIDUAL TECHNICAL ASSISTANCE TO MOST COUNTIES AND TRIBES IN THE STATE. THE FUNDING WAS USED IN 2021, IN PART TO ASSIST COUNTIES AND TRIBES WITH THEIR COVID-19 RESPONSE. MHCF FUNDING ALSO CONTINUED SUPPORT FOR ONGOING SUB-GRANTS AND TECHNICAL ASSISTANCE PROVIDED BY THE GRANTEE TO HELP LOCAL AND TRIBAL HEALTH DEPARTMENTS COMPLETE COMMUNITY HEALTH ASSESSMENTS AND HEALTH IMPROVEMENT PLANS AND IMPLEMENT NEW PROGRAMS TO ADDRESS HIGH-PRIORITY HEALTH ISSUES. BUILDING ON THE RECOMMENDATIONS IN MHCF'S 2019 REPORT "CREATING A VISION FOR A HEALTHIER MONTANA: STRENGTHENING THE MONTANA PUBLIC HEALTH SYSTEM AND MHCF'S LARGE, FIVE-YEAR GRANT TO CREATE A NEW, NONPROFIT MONTANA PUBLIC HEALTH INSTITUTE (MTPHI) IN 2021, MHCF CONTINUED FUNDING FOR MTPHI AS AN ANCHOR STRATEGY TO STRENGTHEN THE STATE'S PUBLIC HEALTH INFRASTRUCTURE. MHCF'S CEO CONTINUES TO SERVE AS A FOUNDING BOARD MEMBER OF MTHPI, AND MHCF STAFF PROVIDES ONGOING SUPPORT ON NONPROFIT OPERATIONS PLANNING AND DEVELOPMENT AS NEEDED. IN 2021, MTPHI GREW TO PLAY AN ESSENTIAL ROLE IN SUPPORTING LOCAL HEALTH DEPARTMENTS, PROVIDING TECHNICAL SUPPORT ON THE IMPLEMENTATION OF NEW BEHAVIORAL HEALTH PROGRAMS, A REVIEW OF STATE SUPPORT FOR LOCAL COVID RESPONSE, AND RESEARCHING AND PROVIDING GUIDANCE ON THE IMPLEMENTATION OF NEW STATE PUBLIC HEALTH LAWS. 4. OTHER CHARITABLE ACTIVITY: $650,000HOUSING IS HEALTH CARE: MHCF CONDUCTED ONE DEMONSTRATION AND LEARNING SESSION WITH HOUSING AND HEALTH CARE PROVIDERS AND THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES TO PROMOTE THE DEVELOPMENT OF SUPPORTIVE HOUSING PRACTICES. MHCF ALSO AWARDED ONE DEVELOPMENT GRANT ALONG WITH PROVIDING TECHNICAL ASSISTANCE VIA A CONTRACT WITH THE CORPORATION FOR SUPPORTIVE HOUSING TO ADDRESS FREQUENT USERS OF COMMUNITY SYSTEMS AND EXPLORE SUPPORTIVE HOUSING INTERVENTIONS TO IMPROVE OUTCOMES AND REDUCE ASSOCIATED COSTS. MHCF CONDUCTED FACILITATED PLANNING SESSIONS WITH THE DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES, DEPARTMENT OF HOUSING, AND THE STATE CONTINUUM OF CARE TO SUPPORT AN INTERAGENCY COLLABORATION TO COORDINATE STRATEGIC PRIORITIES AND COMMUNICATION TO ALIGN SUPPORTIVE HOUSING RESOURCES. THROUGH THIS SUPPORT, MHCF'S HOUSING IS HEALTH CARE GRANTEES IN MISSOULA, GREAT FALLS, AND BOZEMAN WERE ABLE TO BEGIN HOUSING HOMELESS HIGH UTILIZERS IN 2021. MEDICAID AND HEALTH POLICY: TO SUPPORT A STRONG HEALTH SYSTEM THAT PROVIDES FOR THE NEEDS OF ALL MONTANANS, EACH YEAR, MHCF COMMISSIONS, CONTRIBUTES TO, AND BROADLY DISSEMINATES ECONOMIC, HEALTH, AND FISCAL IMPACT REPORTS ON KEY HEALTH POLICY QUESTIONS. IN 2021 THESE INCLUDED, FOR EXAMPLE, RESEARCH CONDUCTED FOR REPORTS INCLUDING "2021 ANNUAL REPORT: MEDICAID IN MONTANA AND "MEDICAID IN MONTANA: THE CRITICAL ROLE OF MEDICAID EXPANSION IN SUPPORTING MONTANA'S BEHAVIORAL HEALTH SYSTEM."
      FORM 990-PF, ITEM G - AMENDED RETURN THIS AMENDMENT IS PREPARED TO REFLECT THE FOLLOWING CHANGES IN THE FORM 990-PF.PART I, COLUMN (B), LINES 11, 18 AND 23 HAVE BEEN UPDATED TO REFLECT ADDITIONAL INFORMATION RECEIVED THROUGH SCHEDULES K-1.PARTS V, X, AND XII HAVE BEEN ADJUSTED DUE TO CHANGES NEEDED FROM THE ADDITIONAL TAXABLE INCOME.PART VI-A, LINE 13 REFLECTS THE CURRENT BOOKS IN CARE PERSON AND THE CURRENT ADDRESS OF THE FOUNDATION.FORM 2220 HAS BEEN ADJUSTED DUE TO CHANGES NEEDED FROM THE ADDITIONAL TAX DUE.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Name of Bond End of Year Book Value End of Year Fair Market Value
    2,187,133.668 SHS VANGUARD SHORT TERM BOND IDX I 23,205,488 23,205,488

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Name of Stock End of Year Book Value End of Year Fair Market Value
    259,512.697 SHS EDGEWOOD GROWTH FUND CLASS 15,697,923 15,697,923
    417,825.697 SHS EMERGING MARTKETS CORE EQUITY 10,462,355 10,462,355
    263,697,835 SHS DODGE & COX INTERNATIONAL 12,470,271 12,470,271
    240,967.128 SHS FIDELITY 500 INDEX FUND 39,836,686 39,836,686
    239,586.856 SHS FIDELITY MID CAP INDEX 7,664,383 7,664,383
    1,141,106.421 SHS FIDELITY LARGE CAP VALUE INDEX FUND 18,645,679 18,645,679
    355,562.310 SHS HARBOR SMALL CAP GROWTH FUND 5,117,325 5,117,325

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AEW CORE PROPERTY TRUST FMV 10,828,000 10,828,000
    ARBOUR LANE CREDIT OPP FD II (B) LP FMV 1,034,615 1,034,615
    ARENA SHORT DURATION, HIGH YIELD FUND FMV 8,060,532 8,060,532
    AXIOM ASIA V LP FMV 4,808,870 4,808,870
    AXIOM INTL SMALL CAP FMV 8,649,540 8,649,540
    BOND II LP FMV 1,477,020 1,477,020
    CANYON DISTRESSED OPPORTUNITY FUND II (CAYMAN), LP FMV 23,720 23,720
    CANYON VALUE REALIZATION FUND (CAYMAN), LTD FMV 45,901 45,901
    CENTERBRIDGE PARTNERS RE FUND II LP FMV 103,441 103,441
    DAVIDSON KEMPNER FMV 3,338,091 3,338,091
    DOVER STREET (HARBORVEST) FMV 2,708,053 2,708,053
    ETON PARK OVERSEAS FUND LTD FMV 1,172 1,172
    FARALLON CAPITAL MANAGEMENT, LLC FMV 4,506,616 4,506,616
    FARALLON SPECIAL FMV 2,851,917 2,851,917
    GOLUB CAPITAL PARTNERS INTERNATIONAL, LP FMV 3,500,000 3,500,000
    INDUS SELECT FUND LTD FMV 15,269,895 15,269,895
    KAYNE MIDSTREAM FMV 8,389,520 8,389,520
    KENNEDY LEWIS FMV 3,746,787 3,746,787
    LANDMARK REAL ESTATE PARTNERS VIII LP FMV 1,859,968 1,859,968
    LEGACY VENTURE IX LLC FMV 5,784,464 5,784,464
    MAVERICK HOLDINGS C, LTD FMV 1,824,871 1,824,871
    MIDOCEAN PARTNERS V LP FMV 4,976,885 4,976,885
    MW EUREKA FUND FMV 4,186,340 4,186,340
    NEWBURY EQUITY PARTNERS V CAYMAN LP FMV 1,903,300 1,903,300
    NEWPORT ASIA INTERNATIONAL FUND LP FMV 9,543,001 9,543,001
    PONTIFAX FMV 777,802 777,802
    RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) FMV 2,713,458 2,713,458
    THE VARDE FUND XIII LP FMV 3,465,834 3,465,834
    TIGER INFRASTRUCTURE PARTNERS FD III FMV 788,774 788,774
    VOYA FMV 2,762,810 2,762,810

    TY 2021 LandEtcSchedule2
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 64,715 64,715 0  
    SOFTWARE 50,820 40,656 10,164 10,164


    TY 2021 LegalFeesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 12,034 0   11,850


    TY 2021 OtherAssetsSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 67,008 98,884 98,884


    TY 2021 OtherExpensesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 9,279 0   9,279
    COMMUNICATION AND OUTREACH 104,669 0   104,669
    DUES AND SUBSCRIPTIONS 24,069 0   24,069
    GRANT MAKING SOFTWARE EXPENSE 47,400 0   44,163
    INSURANCE 20,421 0   20,421
    OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT 74,783 0   73,786
    GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE 677,117 0   1,028,386
    OFFICE FURNITURE, COMPUTER AND TELECOM EQUIPMENT 81,318 0   81,318
    PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 0 1,109,382   0


    TY 2021 OtherIncomeSchedule2
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 275   275
    INCOME/LOSS FROM NON K-1 INVESTMENTS 5,390   5,390
    ALTERNATIVE INVESTMENT INCOME 243,031 1,396,474 243,031


    TY 2021 OtherIncreasesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Description Amount
    UNREALIZED GAINS 28,888,301


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 325,699 325,699   0


    TY 2021 TaxesSchedule
    Name:
    MONTANA HEALTHCARE FOUNDATION
    EIN:
    46-6854005
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 135,000 0   0
    FOREIGN INCOME TAXES 0 76,855   0