2025-02-03T19:32:09-06:00 2024-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2023-07-01 810435459 MONTANA HISTORY FOUNDATION MONT 4064493770 1750 N WASHINGTON ST HELENA MT 59601 CHARLENE PORSILD PRESIDENT/CEO 4064493770 2025-01-24 1 1 MELISSA H SOLDANO P01259603 4067614645 2023 2025-03-06 01:10:19Z CHARLENE PORSILD 1750 N WASHINGTON ST HELENA MT 59601 1648136 0 X WWW.MTHISTORY.ORG X 1985 MT PROVIDES LEADERSHIP AND RAISES FUNDS TO HELP ORGANIZATIONS PRESERVE MONTANA'S HERITAGE RESOURCES. 13 13 10 16 0 0 882440 966815 0 0 156957 187226 537562 418874 1576959 1572915 226733 237621 0 0 454457 479989 0 0 119449 754968 1390706 1436158 2108316 140801 -535401 9398884 9546645 638633 655175 8760251 8891470 X PROVIDE DEVELOPMENT AND ADVISORY LEADERSHIP FOR ORGANIZATIONS DEDICATED TO THE PRESERVATION OF MONTANA'S HISTORY AND CULTURE. 0 0 583519 237621 159928 FUND RAISING AND GRANTING OF AWARDS TO PROMOTE AND PRESERVE MONTANA HISTORY THROUGHOUT THE STATE. 906540 SUPPORT MONTANA HERITAGE COMMISSION OPERATIONS AND PROJECTS INCLUDING THE PIONEER FUND, VIRGINIA CITY/NEVADA CITY PROJECTS, AND THE RESTORATION OF STONEWALL HALL. THE MAJORITY OF THE RESTRICTED FUNDS FOR THE FISCALLY SPONSORED PROJECT WITH THE MONTANA HERITAGE COMMISSION FOR THE PRESERVATION OF STONEWALL HALL WERE RECEIVED IN THE PRIOR YEAR THOUGH THE MAJORITY OF THE RESTRICTED EXPENDITURES FOR THIS PROJECT OCCURRED IN THE CURRENT YEAR. 46841 MONTANA HISTORICAL SOCIETY PROJECTS 261430 EXPENDITURES TO SUPPORT OTHER MONTANA HISTORICAL PROJECTS 261430 1798330 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MONTANA HISTORY FOUNDATION 4064493770 1750 N WASHINGTON ST HELENA MT 59601 BRENDA PETERSON CHAIRMAN 1.00 X X 0 0 0 CARMINE MOWBRAY DIRECTOR 1.00 X 0 0 0 CHASE HIBBARD VICE CHAIR 1.00 X X 0 0 0 MIKE DALTON TREASURER 2.00 X X 0 0 0 HELENA MACLAY SECRETARY 1.00 X X 0 0 0 DEBORA BROWN DIRECTOR 1.00 X 0 0 0 LLANE CARROLL DIRECTOR 1.00 X 0 0 0 TIM GORDON DIRECTOR 1.00 X 0 0 0 MONTY LESH DIRECTOR 1.00 X 0 0 0 BETH MCFADDEN DIRECTOR 1.00 X 0 0 0 MIKE O'NEILL DIRECTOR 2.00 X 0 0 0 BRUCE PARKER DIRECTOR 1.00 X 0 0 0 GRANT ZAHAJKO DIRECTOR 1.00 X 0 0 0 CHARLENE PORSILD PRESIDENT/CEO 40.00 X 141231 0 0 141231 0 0 1 0 0 0 0 966815 4594 966815 187226 187226 258946 258946 174500 75221 99279 99279 99279 MANAGEMENT FEE 900099 60649 60649 60649 1572915 159928 0 446172 237621 237621 140568 84341 42170 14057 254435 151037 55397 48001 51703 30809 12771 8123 33283 19833 8221 5229 94733 56450 23399 14884 20950 12484 5175 3291 10005 5962 2471 1572 11270 6715 2784 1771 14580 8689 3601 2290 23327 13900 5762 3665 6626 3948 1637 1041 43656 26014 10783 6859 12501 7449 3088 1964 OTHER PROJECTS 1107659 1107659 PRINTING 17291 10304 4271 2716 TAXES 12348 7358 3050 1940 MISCELLANEOUS 6024 1955 3553 516 9736 5802 2404 1530 2108316 1798330 190537 119449 17552 17053 1193666 519493 29000 37500 13443 8693 9032 15974 1590878 785246 845849 805632 6913150 7765108 377192 377192 9398884 9546645 153646 147847 484987 507328 638633 655175 X 1776497 1813321 6983754 7078149 8760251 8891470 9398884 9546645 X -535401 706715 -40095 X X 0 1 X 1 0 X 808430 713216 1020995 882440 966815 4391896 808430 713216 1020995 882440 966815 4391896 483404 3908492 498915 472855 598322 663518 620672 2854282 7246178 301452 0.53940 0.49820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 377192 0 X 0 0 6973561 397556 833138 322324 7881931 6365804 46043 611170 49456 6973561 7066137 68578 -726911 42000 6365804 5705809 50000 1311578 1250 7066137 5220033 210217 269161 -6398 5705809 0.12000 0.39000 0.49000 0 0 157000 157000 1299502 685233 614269 43782 38019 5763 90594 61994 28600 805632 PLANNED GIFT LIABILITIES 507328 507328 X 2274847 706715 75221 781936 1492911 39909 40095 80004 1572915 2143628 75221 75221 2068407 39909 39909 2108316 PART V, LINE 4: THE ENDOWMENT ASSETS ARE INVESTED IN ACCORDANCE WITH SOUND INVESTMENT PRACTICES THAT EMPHASIZE LONG-TERM INVESTMENT FUNDAMENTALS. THE INVESTMENT OBJECTIVE FOR THE PORTFOLIO ASSETS IS TO MAINTAIN A LEVEL OF CURRENT INCOME AND TO MEET WITHDRAWAL NEEDS WITH ANY SHORTFALL TO BE MADE UP FROM NET CAPITAL APPRECIATION. MHF HAS IMPLEMENTED A SPENDING POLICY THAT INDICATES THE ENDOWMENT INVESTMENT EARNINGS ARE TO BE SPENT TO SUPPORT PROGRAMS IT HAS IDENTIFIED WITHIN ITS VARIOUS MISSIONS. PART X, LINE 2: MHF IS EXEMPT FROM FEDERAL INCOME TAX IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCRIVER CENTER EXPENSE NETTED AGAINST RENTAL INCOME ON FORM 990 75,221. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 40,095. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCRIVER CENTER EXPENSE NETTED AGAINST RENTAL INCOME ON FORM 990 75,221. PART XI, LINE 4B- OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES PART III, LINE 4 POSTCARD COLLECTION USED TO PRESERVE AND PROMOTE THE HISTORY OF THE STATE OF MONTANA, OIL AND GAS LEASES, AND BRONZE CASTING RIGHTS. 1 BIGFORK ART & CULTURAL CENTER 525 ELECTRIC AVE BIGFORK MT 59911 366212000 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY BLAINE COUNTY 420 OHIO STREET CHINOOK MT 59523 816001335 GOVERNMENT 8680 0 PROMOTE AND PRESERVE MONTANA HISTORY BUSES OF YELLOWSTONE PRESERVATION TRUST PO BOX 1522 RED LODGE MT 59068 272356270 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY BUTTE CITIZENS FOR THE PRESERVATION AND REVITALIZATION PO BOX 164 BUTTE MT 59703 841412402 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY CARTER COUNTY GEOLOGICAL SOCIETY PO BOX 445 EKALAKA MT 59324 816012684 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY CITY COUNTY OF BUTTE-SILVERBOW 155W GRANITE BUTTE MT 59701 810368698 GOVERNMENT 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY COLUMBIA FALLS HISTORICAL SOCIETY PO BOX 892 COLUMBIA FALLS MT 59912 392055359 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY DILLON FRIENDS OF THE LIBRARY 121S IDAHO ST DILLON MT 59725 811828888 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY FORT BENTON COMMUNITY IMPROVEMENT ASSOC PO BOX 313 FORT BENTON MT 59442 810267701 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY FORT CONNAH RESTORATION SOCIETY PO BOX 82 CHARLO MT 59824 810428225 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY FRIENDS OF THE BUTTE ARCHIVES 17 WEST QUARTZ BUTTE MT 59701 810368698 501(C)(3) 5900 0 PROMOTE AND PRESERVE MONTANA HISTORY FRIENDS OF THE YELLOWSTONE GATEWAY MUSEUM OF PARK COUNTY 118 WEST CHINOOK ST LIVINGSTON MT 59047 816001401 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY MILES CITY CONVENT KEEPERS 1411 LEIGHTON BLVD MILES CITY MT 59301 270861744 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY MISSION VALLEY FRIENDS OF THE ARTS 37638 PONDERILLA DR POLSON MT 59860 810458844 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY MISSOULA ART MUSEUM 335 NORTH PATTEE MISSOULA MT 59801 810496898 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY MONTANA STATE PARKS FOUNDATION PO BOX 454 GALLATIN GATEWAY MT 59730 473829371 501(C)(3) 7300 0 PROMOTE AND PRESERVE MONTANA HISTORY NINEPIPES MUSEUM OF EARLY MONTANA 69316 HWY 93 CHARLO MT 59824 810519843 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY PRAIRIE COUNTY MUSEUM & EVELYN CAMERON GALLERY 101 LOGAN AVE TERRY MT 59349 810414765 501(C)(3) 7500 0 PROMOTE AND PRESERVE MONTANA HISTORY THE MYRNA LOY 15 NORTH EWING HELENA MT 59601 510185430 501(C)(3) 9000 0 PROMOTE AND PRESERVE MONTANA HISTORY THE PARADISE CENTER PO BOX 162 PARADISE MT 59856 471975683 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY TREASURE COUNTY 89ER'S MUSEUM PO BOX 489 HYSHAM MT 59038 810457470 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY TREE OF TREASURES PO BOX 174 CARTER MT 59420 810465002 501(C)(3) 6726 0 PROMOTE AND PRESERVE MONTANA HISTORY WESTERN HERITAGE CENTER 2822 MONTANA AVE BILLINGS MT 59101 237155997 501(C)(3) 5870 0 PROMOTE AND PRESERVE MONTANA HISTORY YELLOWSTONE RIVER PARKS ASSOCIATION PO BOX 1201 BILLINGS MT 59101 364096295 501(C)(3) 9600 0 PROMOTE AND PRESERVE MONTANA HISTORY 23 2 PART I, LINE2 GRANT FUNDS ARE AWARDED BASED ON WRITTEN REQUESTS OUTLINING PROJECT DETAILS, GOALS, AND COSTS. MONTANA HISTORY FOUNDATION BOARD APPROVAL IS REQUIRED FOR LARGE GRANTS. GRANTEES ARE ASKED TO PROVIDE REPORTS AT PROJECT COMLETION AND INVITED TO GIVE PRESENTATIONS AT BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE MEMBERS OF THE GOVERNING BODY WHOSE QUESTIONS WERE REVIEWED AND ANSWERED. AFTER ALL QUESTIONS WERE ANSWERED THE BOARD APPROVED THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO READ, SIGN AND RETURN TO THE FOUNDATION THE CONFLICT OF INTEREST STATEMENT ANNUALLY. EACH BOARD AND COMMITTEE MEETING BEGINS WITH A CONFLICT OF INTEREST DISCLOSURE ANNOUNCEMENT DURING ROLL CALL. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE PRESIDENT/CEO'S PERFORMANCE AND COMPENSATION ANNUALLY AND PRESENTS A RECOMMENDATION TO THE FULL GOVERNING BODY FOR APPROVAL AS PART OF THE ANNUAL BUDGETING PROCESS. FORM 990, PART VI, SECTION C, LINE 18 THE FOUNDATION'S TAX FORMS ARE MADE AVAILABLE TO THE GENERAL PUBLIC DURING NORMAL BUSINESS HOURS FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS FORM 990, PART XI, LINE 9: PLANNED GIFT LIABILITIES -40,095. FORM 990, PART XII, LINE 2C: THE PROCEDURE FOR REVIEWING THE AUDIT HAS NOT CHANGED FROM PRIOR YEARS.