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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 ST 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 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$287,235,786J 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) 21,695,014
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,176,263 1,176,263  
4 Dividends and interest from securities... 2,657,663 4,071,142  
5a Gross rents............ 403,046 403,046  
b Net rental income or (loss) 305,935
6a Net gain or (loss) from sale of assets not on line 10 4,168,166
b Gross sales price for all assets on line 6a 48,486,159
7 Capital gain net income (from Part IV, line 2)... 3,891,165
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
50,782 1,716,783 1,143
12 Total. Add lines 1 through 11........ 30,150,934 11,258,399 1,143
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 558,498 65,368 0 493,130
14 Other employee salaries and wages...... 2,021,110 57,588 1,143 1,943,930
15 Pension plans, employee benefits....... 498,469 15,144 0 492,292
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
27,190 0 0 27,190
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
114,712 28,630 0 86,082
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
352,570 352,570 0 0
17 Interest............... 10,348 0 0 10,348
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
138,914 137,196 0 0
19 Depreciation (attach schedule) and depletion... 113,520 380 0
20 Occupancy.............. 363,340 21,800 0 341,540
21 Travel, conferences, and meetings....... 133,451 7,053 0 126,398
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,535,034 1,381,243 0 2,398,269
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,867,156 2,066,972 1,143 5,919,179
25 Contributions, gifts, grants paid....... 3,458,767 5,168,456
26 Total expenses and disbursements. Add lines 24 and 25 10,325,923 2,066,972 1,143 11,087,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,825,011
b Net investment income (if negative, enter -0-) 9,191,427
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 229,796 376,056 376,056
2 Savings and temporary cash investments......... 16,134,620 23,485,491 23,485,491
3 Accounts receivable right arrow87,517
Less: allowance for doubtful accounts right arrow   97,470 87,517 87,517
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.......... 46,861 4,219 4,219
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 78,952,695 Click to see attachment
List of Attached Documents:
// Content
92,534,686 		92,534,686
c Investments—corporate bonds (attach schedule)....... 18,362,615 Click to see attachment
List of Attached Documents:
// Content
19,050,528 		19,050,528
11 Investments—land, buildings, and equipment: basis right arrow6,602,734
Less: accumulated depreciation (attach schedule) right arrow289,504 6,409,732 Click to see attachment
List of Attached Documents:
// Content
6,313,230 		9,623,617
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 126,032,684 Click to see attachment
List of Attached Documents:
// Content
136,863,867 		136,863,867
14 Land, buildings, and equipment: basis right arrow1,640,219
Less: accumulated depreciation (attach schedule) right arrow381,916 1,371,550 Click to see attachment
List of Attached Documents:
// Content
1,258,303 		1,258,303
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,173,408 		Click to see attachment
List of Attached Documents:
// Content
3,951,502 		Click to see attachment
List of Attached Documents:
// Content
3,951,502
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 249,811,431 283,925,399 287,235,786
Liabilities 17 Accounts payable and accrued expenses.......... 345,066 403,360
18 Grants payable................. 3,766,753 2,057,064
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) Click to see attachment
List of Attached Documents:
// Content
575,891 		Click to see attachment
List of Attached Documents:
// Content
482,095
23 Total liabilities (add lines 17 through 22)......... 4,687,710 2,942,519
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........... 245,123,721 280,982,880
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........    
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)..... 245,123,721 280,982,880
30 Total liabilities and net assets/fund balances (see instructions). 249,811,431 283,925,399
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
245,123,721
2
Enter amount from Part I, line 27a .....................
2
19,825,011
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,034,148
4
Add lines 1, 2, and 3 ..........................
4
280,982,880
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
280,982,880
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P 2023-01-01 2024-12-31
b DIRECT FOREIGN INVESTMENTS P 2023-01-01 2024-12-31
c FIRST AM GOVT OB FD P 2023-01-01 2024-12-31
d CAPITAL GAIN FROM SCHEDULE K-1 P 2023-01-01 2024-12-31
e DISPOSITION OF NEWPORT ASIA INSTITUTIONAL FUND LP P 2023-01-01 2024-12-31
(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 5,473,916   3,603,829 1,870,087
b 1,475,811   1,055,125 420,686
c 32,561,264   32,561,158 106
d 3,081,593   1,539,517 1,542,076
e 5,893,575   5,835,365 58,210
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       1,870,087
b       420,686
c       106
d       1,542,076
e       58,210
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 3,891,165
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 0
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) 1 127,761
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........................... 3 127,761
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- ..... 5 127,761
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 85,589
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 160,589
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 32,828
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow32,828 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
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:
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 2024 or the taxable year beginning in 2024? 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 arrowWWW.MTHF.ORG
14
The books are in care ofright arrowCAROL FARRIS Telephone no.right arrow (406) 451-7060

Located atright arrow777 EAST MAIN ST 201BOZEMANMT 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 2024, 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 (2024)
Form 990-PF (2024)
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)
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
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
PAUL COOK CHAIR
10.00 		36,000 0 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
GERALD GRAY VICE-CHAIR
8.00 		36,000 0 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
WILLIAM UNDERRINER TREASURER
12.00 		36,000 0 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
MICHAEL HARRINGTON SECRETARY
7.00 		36,000 0 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
JUDITH LAPAN TRUSTEE
8.00 		36,000 0 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
JOANNE PIEPER TRUSTEE
9.00 		36,000 0 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
AARON WERNHAM CEO
40.00 		342,498 38,995 0
777 EAST MAIN ST SUITE 201
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
PRICE KLAAS OPERATIONS DIRECTOR
40.00 		175,891 25,407 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
SCOTT MALLOY PROGRAM DIRECTOR
40.00 		164,229 25,743 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
TRESSIE WHITE PROGRAM DIRECTOR
40.00 		162,980 25,725 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
KIELY HOUSTON DATA & EVALUATION MA
40.00 		153,255 23,448 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
TRACY MENUEZ SENIOR PROGRAM OFFIC
40.00 		146,271 23,328 0
777 EAST MAIN ST SUITE 201
BOZEMAN,MT59715
Total number of other employees paid over $50,000...................right arrow 10
Form 990-PF (2024)
Form 990-PF (2024)
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 485,000
7 TIMES SQUARE
NEW YORK,NY10036
CLAUSE LAW PLLC PROGRAM PLANNING 408,651
829 11TH ST NORTHEAST
WASHINGTON,DC20002
JG RESEARCH & EVALUATION EVALUATION 306,675
2103 BRIDGER DR
BOZEMAN,MT59715
NEPC LLC INVESTMENT CONSULTING 219,578
DEPARTMENT 3570 BOX 4110
WOBURN,MA018884110
CLARK NUBER AUDIT AND TAX PREPARATION AND CONSULTING 114,711
555 110TH AVE NE SUITE 700
BELLEVUE,WA98004
Total number of others receiving over $50,000 for professional services.............right arrow6
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 IMPLEMENTING MODELS OF INTEGRATED CARE: SEE STATEMENT 17 2,819,530
2 LEADERSHIP & EXPERTISE: SEE STATEMENT 17 2,521,195
3 CONVENING: SEE STATEMENT 17 268,701
4 POLICY ANALYSIS: SEE STATEMENT 17 729,418
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 THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN WITH 2% INTEREST TO ELMORE ROBERTS COMMUNITY PARTNERS, LP (ERCP). ERCP IS A MONTANA LIMITED PARTNERSHIP WITH A MISSION OF BUILDING AND PRESERVING AFFORDABLE HOUSING (PROGRAM). THE FOUNDATION HAS DETERMINED THAT FINANCIAL SUPPORT OF THE PROGRAM IS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE TO IMPROVE THE HEALTH AND WELL-BEING OF ALL MONTANANS. THE LOAN FUNDS WILL BE USED FOR PREDEVELOPMENT, DEVELOPMENT AND RENOVATION OF THE ELMORE ROBERTS BUILDING IN GREAT FALLS, MONTANA. NO SIGNIFICANT PURPOSE OF THE ERCP LOAN IS INCOME PRODUCTION OR PROPERTY APPRECIATION. OTHER TYPICAL INVESTORS SEEKING A PROFIT WOULD NOT LIKELY MAKE LOANS ON THE SAME TERMS AS THOSE PROVIDED BY ERCP OR THE FOUNDATION. THE BUILDING PROVIDES 60 LOW AND VERY-LOW-INCOME HOUSEHOLDS WITH SUBSIDIZED RENTS VIA A SECTION 8 MOD-REHAB SUBSIDY. RENTS FOR THE 59 APARTMENTS WILL BE AFFORDABLE AND BENEFIT RESIDENTS WITH 50% OF THE AREA MEDIAN INCOME. 600,000
2 THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN WITH 2% INTEREST TO GOOD HOUSING PARTNERSHIP, LLC (GHP). GHP IS A MONTANA LIMITED LIABILITY COMPANY WITH A MISSION OF BUILDING AND PRESERVING AFFORDABLE HOUSING (PROGRAM). THE FOUNDATION HAS DETERMINED THAT FINANCIAL SUPPORT OF THE PROGRAM IS IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE TO IMPROVE THE HEALTH AND WELL-BEING OF ALL MONTANANS. THE LOAN FUNDS WILL BE USED FOR PREDEVELOPMENT TO PRESERVE EIGHT AFFORDABLE HOUSING PROPERTIES IN KALISPELL, COLUMBIA FALLS, DEER LODGE, AND LIBBY, MONTANA. NO SIGNIFICANT PURPOSE OF THE GHP LOAN IS INCOME PRODUCTION OR PROPERTY APPRECIATION. OTHER TYPICAL INVESTORS SEEKING A PROFIT WOULD NOT LIKELY MAKE LOANS ON THE SAME TERMS AS THOSE PROVIDED BY GHP OR THE FOUNDATION. THE PROGRAM WILL PRESERVE 321 LOW AND INCOME UNITS WITH SUBSIDIZED RENTS VIA HOUSING AND URBAN DEVELOPMENT (HUD) SUBSIDIES. 500,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
750,000
Total. Add lines 1 through 3.........................right arrow1,850,000
Form 990-PF (2024)
Form 990-PF (2024)
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
104,448,405
b
Average of monthly cash balances.......................
1b
23,740,216
c
Fair market value of all other assets (see instructions)................
1c
138,092,202
d
Total (add lines 1a, b, and c).........................
1d
266,280,823
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
266,280,823
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
3,994,212
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
262,286,611
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,114,331
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
13,114,331
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
127,761
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
127,761
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
12,986,570
4
Recoveries of amounts treated as qualifying distributions................
4
49,639
5
Add lines 3 and 4............................
5
13,036,209
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
13,036,209
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
11,087,635
b
Program-related investments—total from Part VIII-B..................
1b
1,850,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
13,385
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
12,951,020
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 13,036,209
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 10,492,990
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 12,951,020
a Applied to 2023, but not more than line 2a 10,492,990
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 2024 distributable amount..... 2,458,030
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		10,578,179
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MONTANA HEALTHCARE FOUNDATION
777 E MAIN ST SUITE 201
BOZEMAN,MT59715
(406) 451-7060
bThe form in which applications should be submitted and information and materials they should include:
VISIT WWW.MTHF.ORG FOR APPLICATION INFORMATION.
cAny submission deadlines:
VISIT WWW.MTHF.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.MTHF.ORG FOR FUNDING RESTRICTIONS.
Form 990-PF (2024)
Form 990-PF (2024)
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 HOUSING IS HEALTHCARE (HIH) PERMANENT SUPPORTIVE HOUSING PROJECT 12,500

ACTION INC

25 W SILVER ST
BUTTE,MT59701 		  PC BUTTE PERMANENT SUPPORTIVE HOUSING PLANNING AND DEVELOPMENT 20,000

ALL NATIONS HEALTH CENTER

830 WEST CENTRAL AVE
MISSOULA,MT59801 		  PC ALL NATIONS ROADMAP TO SUCCESS 76,196

ALLIANCE FOR YOUTH INC

3300 3RD ST NE PO BOX 2928
GREAT FALLS,MT594032982 		  PC RECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE 18,750

ALLIANCE FOR YOUTH INC

3300 3RD ST NE PO BOX 2928
GREAT FALLS,MT594032982 		  PC RECOVERY MENTOR PROGRAM: EXPANDING RECOVERY SUPPORT SERVICES AND BUILDING THE PEER SUPPORT WORKFORCE PIPELINE 18,750

APSAALOOKE NATION HOUSING AUTHORITY

245 WEAVER ST
CROW AGENCY,MT59022 		  GOV APSAALOOKE NATION HOUSING AUTHORITY NEEDS ASSESSMENT/CAPACITY BUILDING 26,046

ARLEE COMMUNITY DEVELOPMENT CORPORATION

92555 US HWY 93 PO BOX 452
ARLEE,MT59821 		  PC BUILDING ORGANIZATIONAL RESILIENCE: SUSTAINING & STRENGTHENING ORGANIZATIONAL SUPPORT AND CONTRIBUTIONS TO CONFEDERATED SALISH AND KOOTENAI TRIBES (CSKT) CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) HEALTH INITIATIVE IN THE JOCKO VALLEY 30,000

BARRETT HOSPITAL AND HEALTHCARE

600 HWY 91 SOUTH
DILLON,MT59725 		  PC BEHAVIORAL HEALTH CONSOLIDATION GRANT 12,500

BARRETT HOSPITAL AND HEALTHCARE

600 HWY 91 SOUTH
DILLON,MT59725 		  PC BEHAVIORAL HEALTH CONSOLIDATION GRANT 12,500

BEHAVIORAL HEALTH ALLIANCE OF MONTANA

PO BOX 7635
MISSOULA,MT59807 		  PC SUSTAINABLE OPERATING FUNDING 50,000

BENEFIS HEALTH SYSTEM FOUNDATION

PO BOX 7008
GREAT FALLS,MT59406 		  PC MEADOWLARK INITIATIVE - BENEFIS HOSPITALS 25,000

BENEFIS HEALTH SYSTEM FOUNDATION

PO BOX 7008
GREAT FALLS,MT59406 		  PC ADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA 50,000

BENEFIS HEALTH SYSTEM FOUNDATION

PO BOX 7008
GREAT FALLS,MT59406 		  PC MEADOWLARK INITIATIVE - BENEFIS HOSPITALS 25,000

BENEFIS HEALTH SYSTEM FOUNDATION

PO BOX 7008
GREAT FALLS,MT59406 		  PC ADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA 50,000

BIG FORK SCHOOL DISTRICT

PO BOX 188
BIGFORK,MT59911 		  GOV BIGFORK SCHOOL - STRENGTHENING PARTNERSHIPS TO IMPROVE STUDENT HEALTH OUTCOMES 12,500

BIG FORK SCHOOL DISTRICT

PO BOX 188
BIGFORK,MT59911 		  GOV BIGFORK SCHOOL - STRENGTHENING PARTNERSHIPS TO IMPROVE STUDENT HEALTH OUTCOMES 12,500

BIG SANDY MEDICAL CENTER

PO BOX 530
BIG SANDY,MT595200530 		  PC BIG SKY MEDICAL CENTER (BSMC) RURAL HEALTH CLINIC (RHC) INTEGRATED BEHAVIORAL HEALTH (IBH) PROJECT 41,667

BILLINGS CLINIC

2917 TENTH AVE N BOX 31031
BILLINGS,MT591071031 		  PC EXPANDING EMPATHS: IMPLEMENTING COLLABORATIVE CARE IN THE PERINATAL CARE SETTING 37,496

BILLINGS CLINIC

2917 TENTH AVE N BOX 31031
BILLINGS,MT591071031 		  PC EXPANDING EMPATHS: IMPLEMENTING COLLABORATIVE CARE IN THE PERINATAL CARE SETTING 37,497

BILLINGS SCHOOL DISTRICT

415 N 30TH ST
BILLINGS,MT59101 		  GOV IMPROVING SYSTEMS AND SUSTAINABILITY FOR MENTAL AND BEHAVIORAL HEALTH 18,750

BILLINGS SCHOOL DISTRICT

415 N 30TH ST
BILLINGS,MT59101 		  GOV IMPROVING SYSTEMS AND SUSTAINABILITY FOR MENTAL AND BEHAVIORAL HEALTH 18,750

BLACKFEET TRIBAL HEALTH

825 N PIEGAN ST PO BOX 866
BROWNING,MT59417 		  GOV MEADOWLARK INITIATIVE 25,000

BLACKFEET TRIBAL HEALTH

825 N PIEGAN ST PO BOX 866
BROWNING,MT59417 		  GOV BLACKFEET MEADOWLARK INITIATIVE 50,000

BLACKFEET TRIBAL HEALTH

825 N PIEGAN ST PO BOX 866
BROWNING,MT59417 		  GOV BLACKFEET MEADOWLARK INITIATIVE 25,000

BLACKFEET TRIBAL HEALTH

825 N PIEGAN ST PO BOX 866
BROWNING,MT59417 		  GOV BLACKFEET MEADOWLARK INITIATIVE 50,000

BROADWATER COUNTY PUBLIC HEALTH DEPARTMENT

124 N CEDAR STREET
TOWNSEND,MT59644 		  GOV BROADWATER COUNTY PUBLIC HEALTH CRISIS RESOURCE COORDINATION 18,500

BUTTE NATIVE WELLNESS CENTER

55 E GALENA ST
BUTTE,MT59701 		  GOV STRATEGIC PLANNING AT BUTTE NATIVE WELLNESS CENTER 25,000

BUTTE NATIVE WELLNESS CENTER

55 E GALENA ST
BUTTE,MT59701 		  GOV STRATEGIC PLANNING AT BUTTE NATIVE WELLNESS CENTER 25,000

BUTTE SPIRIT CENTER

609 WEST GALENA STREET
BUTTE,MT59701 		  PC BUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME 25,000

BUTTE SPIRIT CENTER

609 WEST GALENA STREET
BUTTE,MT59701 		  PC BUTTE SPIRIT CENTER, SCALING UP STAFFING FOR WOMEN'S SUD RECOVERY HOME 25,000

CHILDREN'S CLINIC OF BILLINGS

3401 AVENUE E
BILLINGS,MT59102 		  NC EXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS 10,000

CHILDREN'S CLINIC OF BILLINGS

3401 AVENUE E
BILLINGS,MT59102 		  NC EXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS 10,000

CLARK FORK VALLEY HOSPITAL

10 KRUGER ROAD PO BOX 768
PLAINS,MT59859 		  PC CLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY 31,250

CLARK FORK VALLEY HOSPITAL

10 KRUGER ROAD PO BOX 768
PLAINS,MT59859 		  PC CLARK FORK VALLEY HOSPITAL (CFVH) MEDICINE NETWORK BEHAVIORAL HEALTH EXPANSION FOR LONG-TERM SUSTAINABILITY 31,250

COLUMBIA FALLS SCHOOL DISTRICT #6

PO BOX 1259
COLUMBIA FALLS,MT99999 		  PC HOME - HEALTH OUTCOMES MADE EASY 12,500

COLUMBIA FALLS SCHOOL DISTRICT #6

PO BOX 1259
COLUMBIA FALLS,MT99999 		  PC HOME - HEALTH OUTCOMES MADE EASY 12,500

COMMUNITY FOOD & AGRICULTURE COALITION

PO BOX 7025
MISSOULA,MT59807 		  PC THE MONTANA PRODUCE PRESCRIPTION COLLABORATIVE (MTPRX): MAINSTREAMING GRASSROOTS PROJECTS TO UNDERSTAND PROGRAM IMPACTS ON DIABETES AND CHOLESTEROL 23,500

CONFEDERATED SALISH & KOOTENAI TRIBAL HEALTH

35401 MISSION DRIVE PO BOX 880
ST IGNATIUS,MT59865 		  GOV RESERVATION SCHOOL BASED BEHAVIORAL HEALTH SERVICES 150,000

CONFLUENCE PUBLIC HEALTH ALLIANCE

PO BOX 9306
MISSOULA,MT59807 		  PC OPERATING SUPPORT FOR CONFLUENCE PUBLIC HEALTH ALLIANCE 50,000

CROW TRIBE HEALTH & HUMAN SERVICES

PO BOX 129
CROW AGENCY,MT59022 		  GOV CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING 25,000

CROW TRIBE HEALTH & HUMAN SERVICES

PO BOX 129
CROW AGENCY,MT59022 		  GOV CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING 25,000

CROW TRIBE HEALTH & HUMAN SERVICES

PO BOX 129
CROW AGENCY,MT59022 		  GOV CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING 25,000

CROW TRIBE HEALTH & HUMAN SERVICES

PO BOX 129
CROW AGENCY,MT59022 		  GOV CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING 25,000

DAY EAGLE HOPE PROJECT

PO BOX 1152
HARLEM,MT595261152 		  PC FEEDING OUR PEOPLE WHITE CLAY 25,000

DAY EAGLE HOPE PROJECT

PO BOX 1152
HARLEM,MT595261152 		  PC FEEDING OUR PEOPLE WHITE CLAY 25,000

DODSON SCHOOL DISTRICT

PO BOX 278
DODSON,MT59524 		  GOV DODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN 12,500

DODSON SCHOOL DISTRICT

PO BOX 278
DODSON,MT59524 		  GOV DODSON SCHOOL MENTAL AND PHYSICAL HEALTH PLAN 12,500

EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER

2508 WILSON STREET
MILES CITY,MT59301 		  PC CRISIS RESPONSE IN FRONTIER REGIONS 35,350

EMMA'S HOUSE - BITTERROOT VALLEY CHILDRENS ADVOCACY CENTER INC

310 N 4TH ST
HAMILTON,MT59840 		  PC EMMA'S HOUSE -ACUTE INTERVENTION MEDICAL CLINIC (EH-AIM) 17,920

EMMA'S HOUSE - BITTERROOT VALLEY CHILDRENS ADVOCACY CENTER INC

310 N 4TH ST
HAMILTON,MT59840 		  PC EMMA'S HOUSE -ACUTE INTERVENTION MEDICAL CLINIC (EH-AIM) 17,920

FLATHEAD CITY-COUNTY HEALTH DEPARTMENT

1035 FIRST AVENUE WEST
KALISPELL,MT59901 		  GOV FLATHEAD COUNTY IMPLEMENTATION GRANT 25,000

FLATHEAD CITY-COUNTY HEALTH DEPARTMENT

1035 FIRST AVENUE WEST
KALISPELL,MT59901 		  GOV FLATHEAD COUNTY IMPLEMENTATION GRANT 25,000

FLORENCE CRITTENTON HOME & SERVICES

901 N HARRIS ST
HELENA,MT59601 		  PC ESTABLISHING YOUTH MATERNITY HOME AS A LICENSED MEDICAID RESIDENTIAL SETTING 25,000

FLORENCE CRITTENTON HOME & SERVICES

901 N HARRIS ST
HELENA,MT59601 		  PC ESTABLISHING YOUTH MATERNITY HOME AS A LICENSED MEDICAID RESIDENTIAL SETTING 25,000

FORT BELKNAP TRIBAL HEALTH

656 AGENCY MAIN STREET
HARLEM,MT59526 		  GOV SCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT 15,000

FORT BELKNAP TRIBAL HEALTH

656 AGENCY MAIN STREET
HARLEM,MT59526 		  GOV SCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT 15,000

FORT PECK TRIBAL HEALTH DEPARTMENT

PO BOX 1027
POPLAR,MT59255 		  GOV FORT PECK TRIBES AND ROOSEVELT COUNTY CRISIS COALITION PLANNING GRANT PROJECT 8,750

FORT PECK TRIBAL HEALTH DEPARTMENT

PO BOX 1027
POPLAR,MT59255 		  GOV FORT PECK TRIBES AND ROOSEVELT COUNTY CRISIS COALITION PLANNING GRANT PROJECT 8,750

FRIENDS OF THE CHILDREN - EASTERN MONTANA

PO BOX 22275
BILLINGS,MT59104 		  PC PUBLIC PARTNERSHIPS & SUSTAINABILITY FOR LONG TERM YOUTH MENTORING 25,000

GALLATIN COUNTY

311 WEST MAIN STREET SUITE 304
BOZEMAN,MT59715 		  GOV GALLATIN BEHAVIORAL HEALTH COALITION 37,500

GALLATIN COUNTY

311 WEST MAIN STREET SUITE 304
BOZEMAN,MT59715 		  GOV GALLATIN BEHAVIORAL HEALTH COALITION 37,500

HELENA INDIAN ALLIANCE

501 EUCLID AVENUE
HELENA,MT59601 		  PC LEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH 31,250

HELENA INDIAN ALLIANCE

501 EUCLID AVENUE
HELENA,MT59601 		  PC THE RESILIENCE LAB 25,000

HELENA INDIAN ALLIANCE

501 EUCLID AVENUE
HELENA,MT59601 		  PC LEWIS AND CLARK COUNTY SCHOOL BASED MENTAL HEALTH 31,250

HELENA INDIAN ALLIANCE

501 EUCLID AVENUE
HELENA,MT59601 		  PC FACILITY IMPROVEMENTS 100,000

HELENA INDIAN ALLIANCE

501 EUCLID AVENUE
HELENA,MT59601 		  PC THE RESILIENCE LAB 25,000

HELENA SCHOOL DISTRICT

1325 POPLAR ST
HELENA,MT596010939 		  GOV HELENA PUBLIC SCHOOLS SCHOOL BASED HEALTH CLINIC (SBHC) IMPLEMENTATION GRANT. 37,500

HOPA MOUNTAIN

234 E BABCOCK SUITE E
BOZEMAN,MT59715 		  PC LOCAL FOOD FOR LOCAL FAMILIES 25,000

HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC

32 SOUTH TRACY
BOZEMAN,MT59715 		  PC QUALITY IMPROVEMENTS IN SUPPORTIVE HOUSING 25,000

HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC

32 SOUTH TRACY
BOZEMAN,MT59715 		  PC HOUSING FIRST VILLAGE SUPPORTIVE HOUSING PROJECT 22,500

HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC

32 SOUTH TRACY
BOZEMAN,MT59715 		  PC PARK COUNTY HOUSING COALITION CAPACITY-BUILDING AND SUSTAINABILITY GRANT 24,999

INDIAN FAMILY HEALTH CLINIC

1220 CENTRAL AVE
GREAT FALLS,MT59401 		  PC INDIAN FAMILY HEALTH CENTER (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH 25,000

INDIAN FAMILY HEALTH CLINIC

1220 CENTRAL AVE
GREAT FALLS,MT59401 		  PC INDIAN FAMILY HEALTH CENTER (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH 25,000

KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER

310 SUNNYVIEW LANE
KALISPELL,MT59901 		  PC LOGAN HEALTH SCHOOL-BASED HEALTH CENTER (SBHC) MOBILE CLINIC 49,999

KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER

310 SUNNYVIEW LANE
KALISPELL,MT59901 		  PC LOGAN HEALTH SCHOOL-BASED HEALTH CENTER (SBHC) MOBILE CLINIC 49,998

L'ESPRIT

111 NORTH THIRD STREET
LIVINGSTON,MT59047 		  NC PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT 37,500

LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA

615 CENTRAL AVE WEST
GREAT FALLS,MT59404 		  GOV SELF-GOVERNANCE ANNUAL TRIBAL CONFERENCE & TRAINING 11,050

LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA

615 CENTRAL AVE WEST
GREAT FALLS,MT59404 		  GOV SELF-GOVERNANCE ANNUAL TRIBAL CONFERENCE & TRAINING 27,700

LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA

615 CENTRAL AVE WEST
GREAT FALLS,MT59404 		  GOV LITTLE SHELL TRIBE FOOD SECURITY & FOOD SOVEREIGNTY 25,000

LOGAN HEALTH - CONRAD

310 SUNNYVIEW LANE
KALISPELL,MT599013129 		  PC EXPANSION OF SCHOOL BASED HEALTH SERVICES AT CONRAD PUBLIC SCHOOLS 18,750

LOGAN HEALTH - CONRAD

310 SUNNYVIEW LANE
KALISPELL,MT599013129 		  PC EXPANSION OF SCHOOL BASED HEALTH SERVICES AT CONRAD PUBLIC SCHOOLS 18,750

LOGAN HEALTH CUT BANK

802 2ND ST SE
CUT BANK,MT59427 		  PC LOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC 50,000

LOGAN HEALTH CUT BANK

802 2ND ST SE
CUT BANK,MT59427 		  PC LOGAN HEALTH- CUT BANK SCHOOL BASED CLINIC 50,000

LOGAN HEALTH FOUNDATION

310 SUNNYVIEW LANE
KALISPELL,MT599013129 		  PC SCHOOL BASED HEALTH CENTER (SBHC) ST. IGNATIUS AND CHARLO SCHOOL DISTRICTS 100,000

MARCUS DALY MEMORIAL HOSPITAL DBA BITTERROOT HEALTH

1200 WESTWOOD DR
HAMILTON,MT598402345 		  PC BITTERROOT HEALTH- MAINTENANCE AND EXPANSION OF INTEGRATED BEHAVIORAL HEALTH 20,833

MARCUS DALY MEMORIAL HOSPITAL DBA BITTERROOT HEALTH

1200 WESTWOOD DR
HAMILTON,MT598402345 		  PC BITTERROOT HEALTH- MAINTENANCE AND EXPANSION OF INTEGRATED BEHAVIORAL HEALTH 20,833

MARIAS HEALTHCARE SERVICES INC

PO BOX 990
SHELBY,MT59474 		  PC MARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION 71,570

MARIAS HEALTHCARE SERVICES INC

PO BOX 990
SHELBY,MT59474 		  PC MARIAS HEALTHCARE - SCHOOL-BASED HEALTHCARE SERVICES IN SCHOOLS - MONTANA'S GOLDEN TRIANGLE REGION 71,570

MINERAL COMMUNITY HOSPITAL

1208 6TH AVENUE EAST
SUPERIOR,MT59872 		  PC MINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH 20,833

MINERAL COMMUNITY HOSPITAL

1208 6TH AVENUE EAST
SUPERIOR,MT59872 		  PC MINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH 20,833

MISSOULA COUNTY PUBLIC SCHOOLS - WILLARD

901 S 6TH W
MISSOULA,MT59801 		  GOV WILLARD ALTERNATIVE HIGH SCHOOL - RECOVERY PROGRAM 24,663

MISSOULA COUNTY PUBLIC SCHOOLS - WILLARD

901 S 6TH W
MISSOULA,MT59801 		  GOV WILLARD ALTERNATIVE HIGH SCHOOL - RECOVERY PROGRAM 24,663

MISSOULA COUNTY PUBLIC SCHOOLS

915 SOUTH AVENUE W
MISSOULA,MT59801 		  GOV INTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE 18,750

MISSOULA COUNTY PUBLIC SCHOOLS

915 SOUTH AVENUE W
MISSOULA,MT59801 		  GOV INTEGRATED SCHOOL - BASED SUPPORTS: A VISION FOR COORDINATED CARE 18,750

MONTANA BUDGET AND POLICY CENTER

15 WEST 6TH AVENUE 3E
HELENA,MT59601 		  PC GENERAL OPERATING FUNDS 75,000

MONTANA CONSORTIUM FOR URBAN INDIAN HEALTH

7 W 6TH AVE SUITE 4-E
HELENA,MT59601 		  PC MONTANA CONSORTIUM FOR URBAN INDIAN HEALTH (MCUIH) WORKFORCE PIPELINE PROGRAM 25,000

MONTANA COOPERATIVE DEVELOPMENT CENTER

410 CENTRAL AVE SUITE 429
GREAT FALLS,MT59403 		  PC ADVANCING COOPERATIVE INITIATIVES IN MONTANA COMMUNITIES 25,000

MONTANA HEALTH NETWORK HEALTH INC

519 PLEASANT STREET
MILES CITY,MT59301 		  NC INTEGRATED BEHAVIORAL HEALTH IMPLEMENTATION 46,620

MONTANA LEGAL SERVICES ASSOCIATION

616 HELENA AVE STE 100
HELENA,MT59601 		  PC MONTANA HEALTH JUSTICE PARTNERSHIP MONTANA LEGAL PARTNERSHIP (MLP)+ PROJECT 25,000

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 MONTANA PUBLIC HEALTH INSTITUTE START UP 200,000

MONTANA STATE UNIVERSITY - OFFICE OF SPONSORED PROGRAMS

309 MONTANA HALL PO BOX 172470
BOZEMAN,MT597172470 		  GOV LESSONS LEARNED FROM TRIBES AND URBAN INDIAN ORGANIZATION (UIO) RESPONSE TO COVID-19 PANDEMIC IN MONTANA 9,978

NACDC FINANCIAL SERVICES INC

PO BOX 3029
BROWNING,MT59417 		  PC FOUR BANDS WORKFORCE & PROFESSIONAL DEVELOPMENT 50,000

NAMIMT

PO BOX 1021
HELENA,MT59624 		  PC ONGOING OPERATIONAL FUNDING 25,000

NATIVE AMERICAN DEVELOPMENT CORPORATION

17 N 26TH ST SUITE 22
BILLINGS,MT59101 		  PC EAGLE SEEKER CONSTRUCTION PHASING 25,000

NATIVE AMERICAN DEVELOPMENT CORPORATION

17 N 26TH ST SUITE 22
BILLINGS,MT59101 		  PC EAGLE SEEKER CONSTRUCTION PHASING 25,000

NATIVE AMERICAN DEVELOPMENT CORPORATION

17 N 26TH ST SUITE 22
BILLINGS,MT59101 		  PC INTEGRATED BEHAVIORAL HEALTH 2.0 25,000

NATIVE AMERICAN DEVELOPMENT CORPORATION

17 N 26TH ST SUITE 22
BILLINGS,MT59101 		  PC INTEGRATED BEHAVIORAL HEALTH 2.0 25,000

NEIGHBORWORKS GREAT FALLS

509 1ST AVENUE SOUTH
GREAT FALLS,MT59401 		  PC BAATZ BLOCK APARTMENTS 25,000

NORTHEAST MONTANA HEALTH SERVICES

315 KNAPP ST
WOLF POINT,MT59201 		  PC NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE 25,000

NORTHEAST MONTANA HEALTH SERVICES

315 KNAPP ST
WOLF POINT,MT59201 		  PC NORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE 25,000

NORTHEAST MONTANA HEALTH SERVICES

315 KNAPP ST
WOLF POINT,MT59201 		  PC NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE 25,000

NORTHEAST MONTANA HEALTH SERVICES

315 KNAPP ST
WOLF POINT,MT59201 		  PC NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE 25,000

NORTHEAST MONTANA HEALTH SERVICES

315 KNAPP ST
WOLF POINT,MT59201 		  PC NORTHEAST MONTANA HEALTH SERVICES MEADOWLARK INITIATIVE 25,000

NORTHERN MONTANA HEALTH CARE

30 13TH STREET
HAVRE,MT59501 		  PC NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE 50,000

NORTHERN MONTANA HEALTH CARE

30 13TH STREET
HAVRE,MT59501 		  PC NORTHEAST MONTANA HEALTH SERVICES INTEGRATED BEHAVIORAL HEALTH (IBH) INITIATIVE 50,000

ONE HEALTH

10 4TH STREET W
HARDIN,MT59034 		  PC HARDIN ACREAGE PLANNING 25,000

OPPORTUNITIES INC

905 1ST AVENUE NORTH
GREAT FALLS,MT59403 		  PC OPPORTUNITIES, INC'S FREQUENT USER SYSTEM ENGAGEMENT (FUSE) PARTNERSHIP PROGRAM 12,500

OPPORTUNITIES INC

905 1ST AVENUE NORTH
GREAT FALLS,MT59403 		  PC FOUNDATIONS FOR CHANGE: SUPPORTIVE HOUSING INITIATIVE 20,000

PARTNERSHIP HEALTH CENTER

401 RAILROAD STREET WEST
MISSOULA,MT59802 		  PC STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH 37,500

PARTNERSHIP HEALTH CENTER

401 RAILROAD STREET WEST
MISSOULA,MT59802 		  PC SUSTAINING AND EXPANDING THE FREQUENT USER SYSTEM ENGAGEMENT (FUSE) INITIATIVE IN MISSOULA, MT. 25,000

PARTNERSHIP HEALTH CENTER

401 RAILROAD STREET WEST
MISSOULA,MT59802 		  PC STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH 37,500

PARTNERSHIP HEALTH CENTER

401 RAILROAD STREET WEST
MISSOULA,MT59802 		  PC BLUE HERON PLACE PERMANENT SUPPORTIVE HOUSING PROJECT 22,500

PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT

PO BOX 955
LAME DEER MONTANA,MT59043 		  PC THE PEOPLE'S GARDEN - EMPOWERING THE NORTHERN CHEYENNE COMMUNITY THROUGH SUSTAINABLE AGRICULTURE 25,000

PONDERA COUNTY HEALTH DEPARTMENT

311 SOUTH VIRGINIA ST STE 1
CONRAD,MT594252350 		  GOV NORTH CENTRAL MONTANA CRISIS COALITION 12,500

PONDERA COUNTY HEALTH DEPARTMENT

311 SOUTH VIRGINIA ST STE 1
CONRAD,MT594252350 		  GOV NORTH CENTRAL MONTANA CRISIS COALITION 12,500

POPLAR PUBLIC SCHOOLS

400 4TH AVE W
POPLAR,MT59255 		  GOV ENHANCING HEALTH COORDINATION IN SCHOOL 25,000

PUREVIEW HEALTH CENTER

1930 9TH AVE
HELENA,MT59601 		  PC PUREVIEW SCHOOL BASED HEALTH CENTER 37,500

PUREVIEW HEALTH CENTER

1930 9TH AVE
HELENA,MT59601 		  PC PUREVIEW SCHOOL BASED HEALTH CENTER 12,500

RED LODGE AREA COMMUNITY FOUNDATION

122 HAUSER S AVE PO BOX 1871
RED LODGE,MT59068 		  PC EXPANDING RURAL AFFORDABLE HOUSING 18,869

RIMROCK FOUNDATION

PO BOX 30374
BILLINGS,MT59107 		  PC RIMROCK CONSULTING PROPOSAL 20,000

RIVERSTONE HEALTH

123 SOUTH 27TH ST
BILLINGS,MT59101 		  GOV SCHOOL-BASED HEALTH CLINIC EXPANSION 150,000

ROCKY BOY HEALTH CENTER

6850 UPPER BOX ELDER RD
BOX ELDER,MT59521 		  GOV NURTURING HEALTHY MOMS FOR BRIGHT FUTURES 50,000

ROCKY BOY HEALTH CENTER

6850 UPPER BOX ELDER RD
BOX ELDER,MT59521 		  GOV IMPROVING ACCESS TO BEHAVIORAL HEALTH ON THE ROCKY BOY RESERVATION 15,750

ROCKY BOY HEALTH CENTER

6850 UPPER BOX ELDER RD
BOX ELDER,MT59521 		  GOV NURTURING HEALTHY MOMS FOR BRIGHT FUTURES 50,000

ROCKY BOY HEALTH CENTER

6850 UPPER BOX ELDER RD
BOX ELDER,MT59521 		  GOV HI-LINE URGENT CARE FEASIBILITY 25,000

ROOSEVELT COUNTY HEALTH DEPARTMENT

124 CUSTER STREET A
WOLF POINT,MT592011640 		  GOV ROOSEVELT COUNTY AND FORT PECK TRIBES CRISIS COALITION PLANNING GRANT PROJECT 8,750

ROOSEVELT COUNTY HEALTH DEPARTMENT

124 CUSTER STREET A
WOLF POINT,MT592011640 		  GOV ROOSEVELT COUNTY AND FORT PECK TRIBES CRISIS COALITION PLANNING GRANT PROJECT 8,750

RUBY VALLEY MEDICAL CENTER

321 MADISON ST
SHERIDAN,MT59749 		  PC RUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH 16,667

RUBY VALLEY MEDICAL CENTER

321 MADISON ST
SHERIDAN,MT59749 		  PC RUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH 16,666

SCHOOL ADMINISTRATORS OF MONTANA

900 N MONTANA AVE
HELENA,MT596013845 		  PC STRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA 18,750

SCHOOL ADMINISTRATORS OF MONTANA

900 N MONTANA AVE
HELENA,MT596013845 		  PC STRENGTHENING INITIATIVES IN SCHOOL - BASED BEHAVIORAL HEALTH SERVICES IN MONTANA 18,750

SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER

1245 N 29TH ST
BILLINGS,MT59101 		  PC PROGRAM OF ASSERTIVE COMMUNITY TREATMENT (PACT) EXPANSION INTO THE RURAL COUNTIES OF SOUTH CENTRAL MONTANA. 62,500

ST PETER'S HEALTH FOUNDATION

2475 E BROADWAY ST
HELENA,MT59601 		  PC INTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION 29,167

ST PETER'S HEALTH FOUNDATION

2475 E BROADWAY ST
HELENA,MT59601 		  PC INTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION 29,167

TAMARACK MANAGEMENT INC

500 W BROADWAY ST
MISSOULA,MT59802 		  NC IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN PEDIATRICS AT WESTERN MONTANA CLINIC 20,833

TAMARACK MANAGEMENT INC

500 W BROADWAY ST
MISSOULA,MT59802 		  NC IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN PEDIATRICS AT WESTERN MONTANA CLINIC 49,167

THE CITY-COUNTY OF BUTTE SILVER BOW

155 WEST GRANITE STREET
BUTTE,MT59701 		  GOV BUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT 25,000

THE CITY-COUNTY OF BUTTE SILVER BOW

155 WEST GRANITE STREET
BUTTE,MT59701 		  GOV BUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT 25,000

THE HENRY J KAISER FAMILY FOUNDATION

185 BERRY ST STE 2000
SAN FRANCISCO,CA94107 		  PC KAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025) 50,000

THE HENRY J KAISER FAMILY FOUNDATION

185 BERRY ST STE 2000
SAN FRANCISCO,CA94107 		  PC KAISER HEALTH NEWS MONTANA NEWS PARTNERSHIP (2023-2025) 50,000

THE MONTANA PARTNERSHIP TO END CHILDHOOD HUNGER INC

2396 FERGUSON AVE
BOZEMAN,MT59718 		  PC A NETWORK FOR RURAL SCHOOLS AS NUTRITION HUBS 25,000

THE RURAL BEHAVIORAL HEALTH INSTITUTE

PO BOX 203
LIVINGSTON,MT59047 		  PC INCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS 32,500

THE RURAL BEHAVIORAL HEALTH INSTITUTE

PO BOX 203
LIVINGSTON,MT59047 		  PC INCREASING ACCESS TO CARE FOR ADOLESCENTS WITH UNMET MENTAL HEALTH NEEDS 5,000

UNITED WAY OF THE LEWIS AND CLARK AREA

75 E LYNDALE AVE
HELENA,MT59601 		  PC HELENA INN SUPPORTIVE HOUSING PROJECT 20,000

UNITED WAY OF YELLOWSTONE COUNTY

2173 OVERLAND AVENUE
BILLINGS,MT59106 		  PC PERMANENT SUPPORTIVE HOUSING (PSH) COMMUNITY ENGAGEMENT AND DEVELOPMENT PROJECT 20,000

UNIVERSITY OF PROVIDENCE

1301 20TH STREET SOUTH
GREAT FALLS,MT594054934 		  PC UNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT 25,000

UNIVERSITY OF PROVIDENCE

1301 20TH STREET SOUTH
GREAT FALLS,MT594054934 		  PC UNIVERSITY OF PROVIDENCE CARE COORDINATOR AND CAMPUS ADVOCATE PROJECT 25,000

VAUGHN PUBLIC SCHOOL

480 CENTRAL AVE
VAUGHN,MT59487 		  GOV SCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT 12,500

VAUGHN PUBLIC SCHOOL

480 CENTRAL AVE
VAUGHN,MT59487 		  GOV SCHOOL BASED HEALTH CENTER AWARENESS AND ENHANCEMENT 12,500

VETERANS NAVIGATION NETWORK

2173 OVERLAND AVENUE
BILLINGS,MT59101 		  PC WARRIOR BRIDGE NATIVE PARTNERSHIP INITIATIVE: BRIDGING CULTURES FOR LONG-TERM CONNECTION 23,218

VETERANS NAVIGATION NETWORK

2173 OVERLAND AVENUE
BILLINGS,MT59101 		  PC WARRIOR BRIDGE NATIVE PARTNERSHIP INITIATIVE: BRIDGING CULTURES FOR LONG-TERM CONNECTION 23,218
Total .................................right arrow 3a 5,168,456
bApproved for future payment

ACTION INC
25 W SILVER ST
BUTTE,MT59701 		  PC BUTTE PERMANENT SUPPORTIVE HOUSING PLANNING AND DEVELOPMENT 20,000

APSAALOOKE NATION HOUSING AUTHORITY
216 WEAVER ST
CROW AGENCY,MT59022 		  GOV APSAALOOKE NATION HOUSING AUTHORITY NEEDS ASSESSMENT/CAPACITY BUILDING 78,135

BIG SANDY MEDICAL CENTER
PO BOX 530
BIG SANDY,MT59520 		  PC BIG SKY MEDICAL CENTER (BSMC) RURAL HEALTH CLINIC (RHC) INTEGRATED BEHAVIORAL HEALTH (IBH) PROJECT 83,333

BILLINGS CLINIC
2917 TENTH AVE N BOX 31031
BILLINGS,MT591071031 		  PC EXPANDING EMPATHS: IMPLEMENTING COLLABORATIVE CARE IN THE PERINATAL CARE SETTING 74,994

BILLINGS CLINIC
2917 TENTH AVE N BOX 31031
BILLINGS,MT591071031 		  PC EXPANDING EMPATHS: IMPLEMENTING INTEGRATED BEHAVIORAL HEALTH (IBH) AND THE COLLABORATIVE CARE MODEL (COCM) IN THE PEDIATRIC SETTING. 130,944

BILLINGS SCHOOL DISTRICT
415 N 30TH ST
BILLINGS,MT591011252 		  GOV IMPROVING SYSTEMS AND SUSTAINABILITY FOR MENTAL AND BEHAVIORAL HEALTH 37,500

CONFEDERATED SALISH & KOOTENAI TRIBAL HEALTH
35401 MISSION DRIVE
ST IGNATUIS,MT59865 		  GOV RESERVATION SCHOOL BASED BEHAVIORAL HEALTH SERVICES 150,000

EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER
2508 WILSON STREET PO BOX 1530
MILES CITY,MT59301 		  PC CRISIS RESPONSE IN FRONTIER REGIONS 35,350

HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC
32 SOUTH TRACY
BOZEMAN,MT59715 		  PC HOUSING FIRST VILLAGE SUPPORTIVE HOUSING PROJECT 22,500

L'ESPRIT
111 NORTH THIRD STREET
LIVINGSTON,MT59047 		  NC PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT 37,500

LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA
615 CENTRAL AVE WEST
GREAT FALLS,MT59404 		  GOV LITTLE SHELL TRIBE (LST) INDIAN SELF DETERMINATION AND EDUCATION ASSISTANCE ACT (ISDEAA) PLANNING PROJECT 200,000

LIVINGSTON HEALTHCARE
320 ALPENGLOW LN
LIVINGSTON,MT59047 		  PC ENHANCING ACCESS AND COLLABORATION: EXPANDING THE RANGER CLINIC FOR COMPREHENSIVE YOUTH HEALTH SERVICES IN PARK COUNTY 199,230

LOGAN HEALTH - CONRAD
PO BOX 668
CONRAD,MT59425 		  PC EXPANSION OF SCHOOL BASED HEALTH SERVICES AT CONRAD PUBLIC SCHOOLS 37,500

LOGAN HEALTH FOUNDATION
310 SUNNYVIEW LANE
KALISPELL,MT59901 		  PC SCHOOL BASED HEALTH CENTER (SBHC) ST. IGNATIUS AND CHARLO SCHOOL DISTRICTS 100,000

MARCUS DALY MEMORIAL HOSPITAL DBA BITTERROOT HEALTH
1200 WESTWOOD DR
HAMILTON,MT59840 		  PC BITTERROOT HEALTH- MAINTENANCE AND EXPANSION OF INTEGRATED BEHAVIORAL HEALTH 83,333

OPPORTUNITIES INC
905 1ST AVENUE NORTH
GREAT FALLS,MT59403 		  PC FOUNDATIONS FOR CHANGE: SUPPORTIVE HOUSING INITIATIVE 20,000

PARTNERSHIP HEALTH CENTER
401 RAILROAD STREET WEST
MISSOULA,MT59802 		  PC BLUE HERON PLACE PERMANENT SUPPORTIVE HOUSING PROJECT 22,500

PONDERA COUNTY HEALTH DEPARTMENT
311 SOUTH VIRGINIA ST SUITE 1
CONRAD,MT59425 		  GOV NORTH CENTRAL MONTANA CRISIS COALITION 50,000

POPLAR PUBLIC SCHOOLS
400 4TH AVE W PO BOX 458
POPLAR,MT59255 		  GOV ENHANCING HEALTH COORDINATION IN SCHOOL 25,000

RIVERSTONE HEALTH
123 SOUTH 27TH STREET
BILLINGS,MT59101 		  GOV SCHOOL-BASED HEALTH CLINIC EXPANSION 150,000

ROCKY BOY HEALTH CENTER
6850 UPPER BOX ELDER RD
BOX ELDER,MT59521 		  GOV IMPROVING ACCESS TO BEHAVIORAL HEALTH ON THE ROCKY BOY RESERVATION 15,750

SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER
1245 NORTH 29TH STREET
BILLINGS,MT591010122 		  PC PROGRAM OF ASSERTIVE COMMUNITY TREATMENT (PACT) EXPANSION INTO THE RURAL COUNTIES OF SOUTH CENTRAL MONTANA. 62,500

TAMARACK MANAGEMENT INC
500 W BROADWAY ST
MISSOULA,MT598024008 		  NC IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN PEDIATRICS AT WESTERN MONTANA CLINIC 55,000

UNITED WAY OF THE LEWIS AND CLARK AREA
75 E LYNDALE AVE
HELENA,MT596012918 		  PC HELENA INN SUPPORTIVE HOUSING PROJECT 20,000

UNITED WAY OF YELLOWSTONE COUNTY
2173 OVERLAND AVENUE
BILLINGS,MT59106 		  PC PERMANENT SUPPORTIVE HOUSING (PSH) COMMUNITY ENGAGEMENT AND DEVELOPMENT PROJECT 20,000

YARROW LLC
1221 HWY 49
EAST GLACIER PARK,MT59434 		  OTHER ADDRESSING HUMAN TRAFFICKING RESPONSE IN THE HEALTHCARE SETTING 25,995
Total ................................. right arrow 3b 1,757,064
Form 990-PF (2024)
Form 990-PF (2024)
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
aPRI INTEREST         1,143
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 1,176,263  
4 Dividends and interest from securities ....     14 2,657,663  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 305,935  
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 4,168,166  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREIMBURSEMENTS 		        11,325
bRETURNED GRANTS         38,314
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 8,308,027 50,782
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,358,809
(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.)
1A INTEREST INCOME FROM PROGRAM RELATED INVESTMENTS
11A REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
11B REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS
Form 990-PF (2024)
Form 990-PF (2024)
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
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Form 990-PF (2024)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

46-6854005
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
MONTANA HEALTHCARE FOUNDATION
  		Employer identification number
46-6854005
Part I
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

$ 21,695,014


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 114,712 28,630 0 86,082

TY 2024 AllOthProgRltdInvestmentsSch
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Category Amount
TWO PRIS FOR AFFORDABLE HOUSING DEVELOPMENTS. 750,000

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

TY 2024 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
CHILDREN'S CLINIC OF BILLINGS
  		3401 AVENUE E
BILLINGS,MT59102 		2022-10-01 125,000 CHILDREN'S CLINIC SERVES OVER 12,000 UNIQUE CHILDREN AND ADOLESCENTS RESIDING IN YELLOWSTONE AND SURROUNDING COUNTIES THROUGH OUR TWO GENERAL PEDIATRICS CLINICS IN BILLINGS, MONTANA. THIS PROJECT WILL EXPAND OUR HIGH-QUALITY PRIMARY CARE TO INCLUDE INTEGRATED BEHAVIORAL HEALTH SERVICES. THE PROJECT AIMS TO HIRE AND INTEGRATE A PEDIATRIC CLINICAL SOCIAL WORKER INTO OUR PRACTICE WORKFLOWS TO ENHANCE EXISTING MENTAL HEALTH SCREENING AND TO PROVIDE BRIDGE CARE FOR PATIENTS WHILE THEY ARE CONNECTED TO COUNSELORS IN THE COMMUNITY. WE ALSO AIM TO PROVIDE CLINICAL SUPERVISION FOR OUR RECENTLY HIRED PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER (PMHNP). GRANT FUNDS WILL SUPPORT STARTUP COSTS FOR THE SOCIAL WORKER AND PMHNP WHILE WE GAIN THE EXPERTISE TO BILL FOR THEIR SERVICES AND SUSTAIN THE PROJECT INDEPENDENTLY. FUNDS WILL ALSO SERVE TO EDUCATE OUR TEAM AND OUR PATIENTS ABOUT THE BENEFITS OF INTEGRATED CARE. 123,477 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 4/1/2023, 10/1/2023, 4/1/2024, 10/1/2024    
COMMUNITY MEDICAL CENTER
  		2827 FORT MISSOULA ROAD
MISSOULA,MT59804 		2021-11-15 175,000 THE PROPOSED PROJECT WILL SUPPORT AND GROW THE INTEGRATION OF BEHAVIORAL HEALTH SERVICES INTO COMMUNITY PHYSICIAN GROUPS PRIMARY CARE, SPECIALTY, AND FIRST CARE CLINICS THROUGH THE HIRING AND EMBEDDING OF LICENSURE-TRACK SOCIAL WORKERS IN THOSE AREAS. ADDITIONALLY, WE HOPE TO GROW OUR USE OF TECHNOLOGY TO PROVIDE IBH SERVICES TO A WIDER SCOPE OF PATIENTS. WITH CONSULTATION, OUR TEAMS WILL PROVIDE UNIVERSAL SCREENING, EVIDENCE-BASED TREATMENT, AND DATA TRACKING TO IMPROVE PATIENT OUTCOMES AND ALLOW FOR CARE COORDINATION ACROSS OUR HOSPITAL PLATFORM. WE RECOGNIZE THAT THIS EFFORT WILL HELP COMMUNITY MEDICAL CENTER MEET THE TREMENDOUS NEEDS OF THE GREATER MISSOULA COMMUNITY BY INCREASING OUR CAPACITY TO PROVIDE THE FULL CONTINUUM OF CARE FOR PATIENTS WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS AND THOROUGHLY TRAIN AND INTEGRATE OUR CLINICAL TEAMS. GRANT FUNDS AND PARTNERSHIPS WILL BE USED TO PROVIDE THE PERSONNEL AND CLINICAL SUPERVISION NEEDED TO IMPLEMENT THIS PROJECT. 68,921 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 5/16/2022, 11/30/2022, 5/15/2023, 11/15/2023, 5/15/2024, 12/16/2024    
L'ESPRIT
  		111 NORTH THIRD STREET
LIVINGSTON,MT59047 		2022-11-01 125,000 1. OUR GOAL IS TO OFFER OUR CLIENTS COMPREHENSIVE SUPPORT AND HELP THEM GAIN THE SKILLS NECESSARY TO MAINTAIN STABILITY AND THRIVE IN THEIR COMMUNITY. 2. THIS GOAL WILL BE ACHIEVED THROUGH AN INTERDISCIPLINARY TEAM OF NINE PROVIDERS, DIRECTLY DELIVERING SERVICES WITHIN A HIGHLY INTEGRATED AND COLLABORATIVE SYSTEM. 3. OUR INFORMAL COMMUNITY PARTNERS FOR THIS PROJECT ARE LIVINGSTON HEALTHCARE, LIVINGSTON POLICE DEPT., PARK COUNTY SHERIFF'S OFFICE, PIONEER MEDICAL CENTER, SWEETGRASS COUNTY SHERIFFS DEPT., HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX (HRDC) AND HRDCS WARMING CENTER. THESE ARE NOT FORMAL PROJECT PARTNERS. 4. THE GRANT FUNDS WILL BE USED TO SUPPORT PERSONNEL SALARIES, AND A TECHNICAL ASSISTANT, WHICH IS INCLUDED UNDER THE CONSULTANT LINE ITEM IN DIRECT PROJECT EXPENSES. 125,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 5/1/2023, 11/1/2023, 5/1/2024, 12/02/2024 (FINAL)    
MONTANA HEALTH NETWORK HEALTH INC
  		519 PLEASANT STREET
MILES CITY,MT59301 		2021-07-21 279,722 THIS PROJECT WILL SUPPORT THE INTEGRATION OF BEHAVIORAL HEALTH INTO PRIMARY CARE FOR HEALTHCARE FACILITIES IN EASTERN MONTANA. THE GOALS FOR THE PROJECT INCLUDE DECREASING EMERGENCY ROOM VISITS FOR PATIENTS IN "CRISIS" WITH EARLY INTERVENTION AND MORE FREQUENT SCREENING. THIS WILL LEAD TO IDENTIFICATION OF BEHAVIORAL HEALTH AND SUBSTANCE ABUSE ISSUES. ADDITIONALLY, THERE WILL BE INCREASED PATIENT COORDINATION BETWEEN TREATING FACILITIES RESULTING IN BETTER CARE SOONER FOR PATIENTS. THE PROJECT WILL FOCUS ON CONTINUING INTEGRATED BEHAVIORAL HEALTH (IBH) TECHNICAL SUPPORT TO 3 FACILITIES THAT CONDUCTED IBH IMPLEMENTATION ACTIVITIES PREVIOUSLY - ROSEBUD HEALTH CARE CENTER (FORSYTH), PRAIRIE COMMUNITY HOSPITAL (TERRY), AND ROOSEVELT MEDICAL CENTER (CULBERTSON). MONTANA HEALTH NETWORK (MHN) WILL ALSO PULL TOGETHER ADDITIONAL RURAL CLINICS, HOSPITALS AND PARTNER ORGANIZATIONS THAT PROVIDE BEHAVIORAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES. 279,722 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 2/28/2022, 9/9/2022, 2/28/2023, 8/31/2023, 2/29/2024, 8/31/2024 (FINAL)    
TWIN CREEK 4 HOUSING ASSOCIATES LLLP (UNITED HOUSING PARTNERS)
  		545 BLAINE ST
MISSOULA,MT598014118 		2023-11-28 500,000 DEBT PRI - UNITED HOUSING PARTNERS LLC (UHP) PROPOSES TO BUILD 72 NEW AFFORDABLE APARTMENTS IN HELENA, MONTANA BY TWINNING 9% AND 4% LOW INCOME HOUSING TAX CREDITS (LIHTCS) WITH COAL TRUST MULTIFAMILY HOME (CTMH) LOAN FUNDS AND OTHER SOFT LOANS. THIS STRUCTURE WILL ALLOW THE BOARD OF HOUSING TO CREATE 72 NEW LIHTC HOMES WITH A SINGLE 9% LIHTC AWARD. THIS IS THREE AND A HALF TIMES THE SIZE OF A TYPICAL 20-UNIT 9% NEW CONSTRUCTION LIHTC PROJECT, GIVING THE BOARD OF HOUSING THE "BANG FOR THE BUCK" IT HAS CONSISTENTLY STRESSED AS IMPORTANT WHEN MAKING LIHTC AWARDS. THE CITY OF HELENA HAS ALREADY COMMITTED $1,000,000 IN HELENA AFFORDABLE HOUSING TRUST FUNDS (HAHTFS) FOR CONSTRUCTION AND $400,000 IN HAHTFS FOR PERMANENT FINANCING. UHP HAS ALSO APPLIED FOR $2,526,194 IN NATIONAL HOUSING TRUST FUNDS (NHTFS) OF WHICH THE DEPARTMENT OF COMMERCE COMMITTED $1,575,514 IN 2023 FUNDS AND HAS EXPRESSED THAT THE OTHER $937,242 CAN BE ALLOCATED FROM 2024 APPLICATIONS SUBMITTED THIS FALL. 500,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 3/3/2025    
MITCHELL COURT LLLP
  		1625 E 6TH AVE
HELENA,MT596014661 		2023-11-29 750,000 DEBT PRI - MITCHELL COURT APARTMENTS WILL BE A NEW FAMILY HOUSING DEVELOPMENT CONSISTING OF 32 RENTAL HOMES (14 ONE-BEDROOM, 14 TWO-BEDROOM, AND 4 THREE-BEDROOM APARTMENTS) THAT BILLINGS RESIDENTS CAN AFFORD TARGETING TENANTS AT 50% AND 60% OF AREA MEDIAN INCOME (AMI). MITCHELL COURT WILL PROVIDE QUALITY, AFFORDABLE HOUSING TO LOW-INCOME MONTANANS AT BELOW MARKET RENT THAT WILL ALLOWS THESE LOW-INCOME HOUSEHOLDS TO USE A LARGER PORTION OF THEIR INCOME FOR QUALITY NUTRITIOUS FOODS AND NECESSARY HEALTHCARE. THE PROJECT WILL UTILIZE FINANCING FROM HOUSING CREDITS, HUD FUNDS, AND LOW-INTEREST STATE LOANS, AND CITY OF BILLINGS FUNDS. DEED RESTRICTIONS AND SIMILAR MECHANISMS WILL BE USED TO ENSURE AFFORDABILITY THROUGH THE 50-YEAR EXTENDED USE PERIOD. WE HAVE APPLIED TO THE MONTANA BOARD OF HOUSING FOR TAX CREDITS AND THE COAL TRUST MULTIFAMILY HOMES LOAN, AND WE WILL APPLY FOR STATE HOME FUNDS IN SEPTEMBER AND CITY OF BILLINGS FUNDS IN NOVEMBER/DECEMBER. 750,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 2/17/2025    
CREEKSIDE 4 LLLP (HOMEWORD INC)
  		1535 LIBERTY LN 116A
MISSOULA,MT59808 		2023-12-13 300,000 DEBT PRI - HOMEWORD'S PROPOSED PROJECT WILL REHABILITATE 161 HOMES AT CREEKSIDE APARTMENTS TO INCREASE ENERGY EFFICIENCY AND BUILDING DURABILITY FOR LONG-TERM SUSTAINABILITY. THIS WILL ADD 50 YEARS TO THE UPCOMING EXPIRATION PERIOD OF AFFORDABILITY WITH MONTANA HOUSING. HOMEWORD WILL UTILIZE 4% AND 9% LOW INCOME HOUSING TAX CREDITS IN COMBINATION WITH AWARDED FEDERAL FUNDS AND ADVANTAGEOUS LOANS FROM OUR PROJECT PARTNERS. KEY PARTNERS FOR THIS PROJECT INCLUDE THE CITY OF MISSOULA, MONTANA HOUSING, NEIGHBORWORKS MONTANA, GLACIER BANK, AND FIRST SECURITY BANK. THE PROPOSED MONTANA HEALTHCARE FOUNDATION FUNDING WILL BE USED TO PAY FOR DIRECT REHABILITATION HARD COSTS ON THE PROJECT. 86,789 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 2/15/2024    
TAMARACK MANAGEMENT INC
  		500 W BROADWAY ST
MISSOULA,MT598024008 		2024-01-17 70,000 OUR AIM IS TO IMPROVE SCREENING, INTERVENTION AND REFERRAL FOR YOUTH AND FAMILIES WITH BEHAVIORAL/MENTAL HEALTH CHALLENGES BY RECRUITING AND INTEGRATING A BEHAVIORAL HEALTH SPECIALIST INTO OUR PEDIATRIC TEAM. A BEHAVIORAL HEALTH SPECIALIST WITH EXPERTISE IN CHILD/ADOLESCENT MENTAL HEALTH WILL WORK AT BOTH WESTERN MONTANA CLINIC (WMC) PEDIATRIC SITES WITH AN INTEGRATION FRAMEWORK THAT HONORS THE 8 DOMAINS OF THE COMPREHENSIVE HEALTHCARE INTEGRATION (CHI) FRAMEWORK AND BUILDS TOWARD OUR LONG TERM GOAL OF CHI IN OUR PEDIATRIC DEPARTMENT. THIS EFFORT WILL BE DEPENDENT ON SUSTAINABILITY THROUGH APPROPRIATE CODING/BILLING AND TRACKING OF REIMBURSEMENT PRACTICES AMONG OUR MAJOR PAYORS. WE PROPOSE RECRUITMENT AND ON-BOARDING OF A MENTAL HEALTH PROFESSIONAL TO SHARE OUR CLINICAL SPACE AND HELP IMPLEMENT ADDITIONAL PRIMARY CARE BEHAVIORAL HEALTH SCREENING, PROVIDE CRISIS INTERVENTION, COMMUNITY REFERRALS, PARENTING SUPPORT, BRIEF INTERVENTION, COUNSELING AND FOLLOW UP. 28,294 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. 7/19/2024    
ELMORE ROBERTS COMMUNITY PARTNERS LP
  		17782 SKY PARK CIR
IRVINE,CA926146404 		2024-05-13 600,000 DEBT PRI - THE ELMORE ROBERTS INTENDS TO PRESERVE AND RENOVATE A HISTORIC PROPERTY IN DOWNTOWN GREAT FALLS AS AFFORDABLE HOUSING FOR THE NEXT 50 YEARS. THE PROJECT WILL BE ACCOMPLISHED THROUGH APPROVAL OF A VARIETY OF FINANCING SOURCES, COORDINATION WITH THE DEVELOPMENT TEAM, AND EXECUTION OF THE PROPOSED RENOVATION SCOPE OF WORK. THE NON-PROFIT PARTNER, GENERAL CONTRACTOR, ARCHITECT, PROPERTY MANAGEMENT COMPANY ARE ALL CONFIRMED PARTNERS. THE MONTANA HEALTHCARE FOUNDATION FUNDS WILL BE USED TO PAY FOR COSTS RELATED TO THE ACQUISITION, PREDEVELOPMENT, AND RENOVATION OF ELMORE ROBERTS APARTMENTS. 600,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. IN PROCESS    
L'ESPRIT
  		111 NORTH THIRD STREET
LIVINGSTON,MT59047 		2024-12-05 37,500 THROUGH THE PROGRAM OF ASSERTIVE COMMUNITY TREATMENT (PACT) TEAM, WE OFFER CLIENTS COMPREHENSIVE SUPPORT TO SUPPORT THEIR FUNCTIONING AND HELP THEM MAINTAIN STABILITY AT THE COMMUNITY LEVEL. THESE GOALS WILL BE ACHIEVED THROUGH AN INTERDISCIPLINARY TEAM OF PROVIDERS, DIRECTLY DELIVERING SERVICES WITHIN A HIGHLY INTEGRATED AND COLLABORATIVE SYSTEM. THE GRANT FUNDS WILL BE USED TO SUPPORT PERSONNEL SALARIES AND TRANSPORTATION, INCLUDING COSTS ASSOCIATED WITH SCALING UP THE TEAM. 6,000 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. IN PROCESS    
GOOD HOUSING PARTNERSHIP
  		106 E BABCOCK ST SUITE 1E
BOZEMAN,MT59715 		2024-09-18 500,000 DEBT PRI - THIS PROGRAM RELATED INVESTMENT (PRI) TO GOOD HOUSING PARTNERSHIP (GHP) WILL PROVIDE $500,000 IN PREDEVELOPMENT FINANCING TO ASSIST IN ACQUIRING, RENOVATING, AND PRESERVING AFFORDABILITY FOR 321 HOUSING UNITS IN EIGHT EXISTING HOUSING DEVELOPMENTS IN KALISPELL, COLUMBIA FALLS, DEER LODGE, AND LIBBY. THE PRI WILL FUND THE ASSESSMENTS REQUIRED FOR EACH PROPERTY TO ACCESS LOW-INCOME HOUSING TAX CREDITS (LIHTC), WHICH ARE REIMBURSED AT THE CLOSING OF THE LIHTC PARTNERSHIP. OF THE 321 UNITS TO BE PRESERVED, 148 SERVE FAMILIES, AND 173 ARE FOR SENIORS AND PEOPLE WITH DISABILITIES. RENTS ARE TARGETED TO BE AFFORDABLE TO PEOPLE EARNING LESS THAN 70% OF AREA MEDIAN INCOME. HOUSING AND URBAN DEVELOPMENT SUBSIDIES ARE AVAILABLE TO ENSURE THAT HOUSEHOLDS DO NOT PAY MORE THAN 30% OF THEIR INCOME TOWARD RENT, REGARDLESS OF THEIR INCOME. THE $500,000 PRI WILL BE REPAID WITH 2% INTEREST AT THE CLOSING OF THE LIHTC DEAL, WHICH WILL HAPPEN WITHIN 12 MONTHS OF THE DATE OF THIS PRI. 381,396 TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. IN PROCESS    

TY 2024 GeneralExplanationAttachment
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Identifier Return Reference Explanation
SUMMARY OF DIRECT CHARITABLE ACTIVITIES FORM 990-PF, PART IX-A 1. IMPLEMENTING MODELS OF INTEGRATED CARE: $2,819,530 MTHF PROVIDES GRANT FUNDING, AND MTHF STAFF AND CONTRACTORS ASSIST GRANTEES WITH PLANNING AND IMPLEMENTING THE CORE COMPETENCIES AND BEST PRACTICES OF INTEGRATED BEHAVIORAL HEALTH CARE, SCHOOL-BASED HEALTH CENTERS, AND IMPLEMENTING THE MEADOWLARK INITIATIVE MODEL OF CARE. MTHF STAFF AND CONTRACTORS PROVIDED INDIVIDUAL AND COHORT-LEVEL TECHNICAL ASSISTANCE TO GRANTEES, WHICH INCLUDES ONE-ON-ONE COACHING AND SUPPORT, TRAINING AND WEBINARS, AND ONLINE RESOURCE HUBS. STAFF AND CONTRACTORS WORK WITH GRANTEES TO IMPROVE DATA COLLECTION AND ANALYSIS TO HELP INFORM THE IMPLEMENTATION PROCESS AND OUTCOMES. 2. LEADERSHIP & EXPERTISE: $2,521,195 MTHF STAFF PROVIDE LEADERSHIP AND EXPERTISE TO HELP COMMUNITIES TACKLE MONTANA'S MOST IMPORTANT HEALTH PROBLEMS. IN 2024, OF MTHF'S 16 FULL-TIME STAFF, 13 FOCUS PRIMARILY ON DEVELOPING AND IMPLEMENTING SOLUTIONS TO IMPROVING HEALTH OUTCOMES. FOR EXAMPLE, TWO EMPLOYEES IMPLEMENT HEALTH IMPROVEMENT STRATEGIES FOCUSED ON AMERICAN INDIAN PEOPLE WHICH THEY ACHIEVE BY ENGAGING WITH AMERICAN INDIAN HEALTH LEADERS, NATIVE-LED NONPROFITS, AND STATE LEADERSHIP. ONE EMPLOYEE COLLABORATES WITH STATE PARTNERS AND LOCAL COMMUNITIES TO IMPROVE THE BEHAVIORAL HEALTH CONTINUUM OF CARE BY DEVELOPING COALITIONS IN MORE THAN 30 URBAN AND RURAL COMMUNITIES ACROSS THE STATE FOCUSED ON IMPROVING BEHAVIORAL HEALTH CRISIS RESPONSE SYSTEMS. TWO EMPLOYEES PROVIDE TRAINING AND TECHNICAL ASSISTANCE TO HEALTH CARE PROVIDERS IN NEARLY 70 PRIMARY CARE SETTINGS, HELPING THEM INCORPORATE MENTAL ILLNESS AND SUBSTANCE USE DISORDER SCREENING INTO ROUTINE HEALTH MAINTENANCE VISITS. ONE EMPLOYEE WORKS WITH SCHOOL ADMINISTRATORS AND HEALTH CARE PROVIDERS, PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE TO HELP IMPLEMENT SCHOOL-BASED HEALTH CENTERS IN NEARLY 60 OF THE STATE'S HIGHEST-NEED SCHOOLS. ONE EMPLOYEE OFFERS EXPERTISE IN COMMUNITY DEVELOPMENT AND PROVIDES STATEWIDE LEADERSHIP IN IMPLEMENTING FINANCING STRATEGIES TO INCREASE SUPPORTIVE AND AFFORDABLE HOUSING OPTIONS. 3. CONVENING: $268,701MTHF ACTS AS A NEUTRAL CONVENER, BRINGING COMMUNITIES AND LEADERS TOGETHER TO LEARN FROM EACH OTHER, COLLABORATE, AND CREATE NEW SOLUTIONS TO PERSISTENT HEALTH PROBLEMS. IN 2024, IT PROVIDED FINANCIAL SUPPORT AND STAFF TIME TO FACILITATE LARGE CONVENINGS, SITE VISITS, AND TRAINING. HIGHLIGHTS INCLUDED THE FOLLOWING: 1) QUARTERLY MEETINGS OF THE AMERICAN INDIAN HEALTH LEADERS, A GROUP OF LEADERS FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA. IN 2024, THE GROUP CONTINUED WORK ON THE DEVELOPMENT OF A NATIVE-OWNED INPATIENT SUBSTANCE USE DISORDER TREATMENT CENTER FOR TRIBAL MEMBERS. 2) MORE THAN 200 PEOPLE ATTENDED THE 2024 SYMPOSIUM: CELEBRATING HEALTH CARE INNOVATION, WHICH FEATURED THE INTEGRATED BEHAVIORAL HEALTH, SCHOOL-BASED HEALTH, AND MEADOWLARK INITIATIVES (IN PARTNERSHIP WITH THE STATE OF MONTANA). THE 2024 SYMPOSIUM WAS A PROFESSIONAL DEVELOPMENT OPPORTUNITY FOR INNOVATIVE CLINICAL PRACTITIONERS FROM ACROSS THE STATE TO CONNECT, EXCHANGE IDEAS, AND SHARE INSPIRATION. IN ADDITION TO CONNECTING WITH COLLEAGUES WORKING ON SIMILAR PROJECTS, ATTENDEES HAD THE OPPORTUNITY TO LEARN FROM NATIONAL CLINICAL HEALTH EXPERTS, MONTANA-BASED PROGRAM SPOTLIGHTS, AND PEER-LEANING PANELS. 3) A FOUR-PART INTERACTIVE STORY TELLING WORKSHOP TO HELP GRANTEE ORGANIZATIONS COLLECT AND SHARE PERSONAL IMPACT STORIES, WHICH CAN HELP THEM COMMUNICATE EFFECTIVELY WITH THEIR COMMUNITIES AND DEMONSTRATE THE IMPACT OF THEIR WORK. 4. POLICY ANALYSIS: $729,418 MTHF CONDUCTS POLICY ANALYSIS SO MONTANANS CAN BE WELL-INFORMED AND ENGAGED IN DECISIONS THAT IMPACT THEIR HEALTH. FOR EXAMPLE, IN 2024, IT COMMISSIONED, PRODUCED, AND DISSEMINATED FOUR REPORTS THAT ANALYZED THE IMPACT OF HEALTH-RELATED POLICIES AND STATE HEALTH PROGRAMS, INCLUDING THE FOLLOWING: 1) "WHAT LOSING MEDICAID EXPANSION COULD MEAN FOR MONTANA", 2) "MONTANA MEDICAID BACKGROUND", 3) "MEDICAID IN MONTANA: HOW MEDICAID IMPACTS THE STATE BUDGET ECONOMY AND HEALTH", 4) "THE CRITICAL ROLE OF PRIMARY CARE IN SUPPORTING MONTANANS WITH BEHAVIORAL HEALTH NEEDS".

TY 2024 InvestmentsCorpBondsSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Name of Bond End of Year Book Value End of Year Fair Market Value
1,880,604.939 SHS VANGUARD ST BOND INDEX FUND 19,050,528 19,050,528

TY 2024 InvestmentsCorpStockSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Name of Stock End of Year Book Value End of Year Fair Market Value
174,024.998 SHS DODGE & COX INTERNATIONAL STOCK FUND 8,683,847 8,683,847
522,224.560 SHS DFA EMERGING MARKETS CORE EQUITY 12,157,388 12,157,388
203,782.352 SHS FIDELITY S+P INDEX 41,610,318 41,610,318
253,821.607 SHS FIDELITY MID CAP INDEX 8,571,556 8,571,556
905,214.263 SHS FIDELITY LARGE CAP INDEX FUND 16,420,587 16,420,587
364,423.078 SHS HARBOR SMALL CAP GROWTH FUND 5,090,990 5,090,990

TY 2024 InvestmentsLandSchedule2
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 3,763,558 289,504 3,474,054 5,485,462
LAND 2,839,176 0 2,839,176 4,138,155

TY 2024 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 10,271,232 10,271,232
ARBOUR LANE CREDIT OPP FD II (B) LP FMV 6,864,063 6,864,063
ARES PATHFINDER FUND II OFFSHORE LP FMV 617,612 617,612
ARLINGTON CAPITAL PARTNERS VI LP FMV 2,823,974 2,823,974
AXIOM ASIA V, LP FMV 5,063,891 5,063,891
AXIOM INTL SMALL CAP FMV 7,118,090 7,118,090
BOND II, LP FMV 2,040,529 2,040,529
BOND III, LP FMV 1,207,899 1,207,899
CENTERBRIDGE PARTNERS RE FUND II LP FMV 982,954 982,954
DALFEN FMV 1,780,971 1,780,971
DAVIDSON KEMPNER FMV 3,821,406 3,821,406
DOVER STREET (HARBORVEST) FMV 4,473,334 4,473,334
FARALLON CAPITAL MANAGEMENT, LLC FMV 5,554,175 5,554,175
FARALLON SPECIAL FMV 1,389,720 1,389,720
GENSTAR CAPITAL PARTNERS XI LP FMV 399,367 399,367
GOLUB CAPITAL PARTNERS INTERNATIONAL, LP FMV 3,500,000 3,500,000
INDUS SELECT FUND LTD FMV 15,435,841 15,435,841
KENNEDY LEWIS II FMV 4,758,827 4,758,827
KENNEDY LEWIS III FMV 3,420,071 3,420,071
LANDMARK REAL ESTATE PARTNERS VIII LP FMV 2,171,333 2,171,333
LEGACY VENTURE IX LLC FMV 7,214,748 7,214,748
LOOMIS COLLECTIVE FMV 12,323,964 12,323,964
MARSHALL WACE FMV 5,099,374 5,099,374
MIDOCEAN PARTNERS V LP FMV 6,152,317 6,152,317
NEWBURY EQUITY PARTNERS V CAYMAN LP FMV 3,932,230 3,932,230
PONTIFAX FMV 2,134,366 2,134,366
RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) FMV 3,641,611 3,641,611
THE VARDE FUND XIII LP FMV 3,685,357 3,685,357
THOMA BRAVO FMV 3,827,788 3,827,788
TIGER INFRASTRUCTURE PARTNERS FD III FMV 1,729,626 1,729,626
VOYA FMV 3,427,197 3,427,197

TY 2024 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 614,033 227,041 386,992 386,992
F&E/SOFTWARE 128,920 115,535 13,385 13,385
BUILDING 511,442 39,340 472,102 472,102
LAND 385,824 0 385,824 385,824


TY 2024 LegalFeesSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 27,190 0 0 27,190


TY 2024 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 4,474 34,680 34,680
PROGRAM RELATED INVESTMENTS 1,600,000 3,450,000 3,450,000
RIGHT-OF-USE ASSET 568,934 464,790 464,790
OTHER RECEIVABLES 0 2,032 2,032


TY 2024 OtherExpensesSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMUNICATION AND OUTREACH 187,452 0 0 187,452
DUES AND SUBSCRIPTIONS 12,570 0 0 12,570
INSURANCE 36,513 0 0 36,513
OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT 103,122 0 0 63,468
GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE 2,085,069 0 0 2,085,069
PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 0 1,284,132 0 0
MAIN ST. HOLDINGS, LLC EXPENSES 110,308 97,111 0 13,197


TY 2024 OtherIncomeSchedule2
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM PARTNERSHIP INVESTMENTS   1,715,640 0
PRI INTEREST 1,143 1,143 1,143
REIMBURSEMENTS 11,325   0
RETURNED GRANTS 38,314 0 0


TY 2024 OtherIncreasesSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Description Amount
UNREALIZED GAINS 16,034,148


TY 2024 OtherLiabilitiesSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 575,891 482,095


TY 2024 OtherProfessionalFeesSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 352,570 352,570 0 0


TY 2024 TaxesSchedule
Name:
MONTANA HEALTHCARE FOUNDATION
EIN:
46-6854005
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 138,914 0 0 0
FOREIGN TAXES 0 137,196 0 0