2025-11-17T11:24:16-06:00 2024-12-31 208013235 WELLSPRING FINANCIAL ADVISORS 5900 LANDERBROOK DR STE 100 CLEVELAND OH 44124 990PF 2024-01-01 306089834 GIANFORTE FAMILY CHARITABLE TRUST GIAN 4065850604 PO BOX 11253 BOZEMAN MT 59719 SUSAN GIANFORTE TRUSTEE 4065850604 2025-11-17 1 0 ROBERT W JACKSON P00288633 2163670680 2025-11-14 2024 2025-03-06 01:10:19Z X 231143426 X X 1383 1383 4456620 4456620 4164116 23508627 4164116 154361 36805 8776480 8658924 12000 0 12000 357300 0 357300 3218 0 3218 20000 10000 10000 614586 563361 51225 133112 83075 0 37934 0 37934 1235 0 1235 118039 66990 48442 1297424 723426 521354 12086864 12086864 13384288 723426 12608218 -4607808 7935498 9227475 7270801 7270801 201696083 223872625 223872625 210923558 231143426 231143426 0 0 X 223285618 248113294 0 0 -12362060 -16969868 210923558 231143426 210923558 231143426 210923558 -4607808 24827676 231143426 0 231143426 FROM FORM 2439 177 177 177 FROM PARTNERSHIPS 653856 653856 653856 STIFEL 5756820 4896804 860016 860016 STIFEL 17092209 14447707 2644502 2644502 CAPITAL GAINS DIVIDENDS P 5565 5565 5565 4164116 110303 0 110303 0 110303 82965 0 115000 0 197965 0 87662 87662 0 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 GIANFORTEFOUNDATION.ORG SUSAN GIANFORTE 4065850604 1320 MANLEY ROAD BOZEMAN MT 59715 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GREG GIANFORTE 1320 MANLEY ROAD BOZEMAN MT 59715 TRUSTEE 2.00 0 0 0 SUSAN GIANFORTE 1320 MANLEY ROAD BOZEMAN MT 59715 TRUSTEE 4.00 12000 0 0 CATHERINE D KOENEN 363 VIGILANTE TRAIL BOZEMAN MT 59718 EXECUTIVE DIRECTOR 40.00 124583 0 0 JOY CHURCHILL 525 WEAVER ROAD BELGRADE MT 59714 PROGRAM DIRECTOR 40.00 89583 0 0 TIMOTHY J GUARDIPEE PO BOX 31 SACO MT 59261 NATIVE INITIATIVES D 40.00 84667 0 0 0 NONE 0 0 214542808 8242516 0 222785324 0 0 222785324 3341780 219443544 10972177 10972177 110303 110303 10861874 133547 10995421 0 10995421 12608218 0 12608218 10995421 0 0 451475 1393194 1440949 1567435 4853053 12608218 0 0 0 10995421 1612797 0 0 6465850 0 0 0 0 0 0 451475 6014375 1393194 1440949 1567435 1612797 GREG GIANFORTE SUSAN GIANFORTE X A RAY OF HOPE 46 5TH AVE KALISPELL MT 59901 NONE PC CHARITABLE PURPOSE 50000 ACE SCHOLARSHIPS 112 S 1ST AVE LAUREL MT 59044 NONE PC CHARITABLE PURPOSE 3000 ADAPTIVE PERFORMANCE CENTER 1420 BROADWATER AVE BILLINGS MT 59102 NONE PC CHARITABLE PURPOSE 5000 ADVANCE HOPE MINISTRIES 1325 US HIGHWAY 2 WEST STE A KALISPELL MT 59901 NONE PC CHARITABLE PURPOSE 15000 ALBERTON SCHOOL DISTRICT 306 RAILROAD AVE ALBERTON MT 59820 NONE PC CHARITABLE PURPOSE 2500 ALLIANCE DEFENDING FREEDOM 15100 N 90TH STREET SCOTTSDALE AZ 85260 NONE PC CHARITABLE PURPOSE 75000 ALLIANCE FOR CHOICE IN EDUCATION 5251 DTC PARKWAY STE 1150 GREENWOOD VILLAGE CO 80111 NONE PC CHARITABLE PURPOSE 3000 ALLIANCE FOR YOUTH 3220 11TH AVE S GREAT FALLS MT 59405 NONE PC CHARITABLE PURPOSE 38882 ALPHA OMEGA MINISTRIES 501 UNIVERSITY AVE MISSOULA MT 59801 NONE PC CHARITABLE PURPOSE 4500 AMERICAN COMPUTER MUSEUM PO BOX 7190 BOZEMAN MT 59771 NONE PC CHARITABLE PURPOSE 10000 APARTMENT LIFE INC - 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ELLEN THEATER PO BOX 28 BOZEMAN MT 59771 NONE PC CHARITABLE PURPOSE 10000 MONTANA YOUTH SYMPHONY 1116 S TRACY AVE BOZEMAN MT 59715 NONE PC CHARITABLE PURPOSE 5000 MOUNTAIN HOME 2606 SOUTH AVE WEST MISSOULA MT 59804 NONE PC CHARITABLE PURPOSE 15000 MOUNTAIN SHADOW ASSOCIATION 444 CIRCLE F DRIVE BOZEMAN MT 59718 NONE PC CHARITABLE PURPOSE 87500 NACDC FINANCIAL SERVICES 101 PATA ST BROWNING MT 59417 NONE PC CHARITABLE PURPOSE 25000 NATIVE AMERICAN DEV CORP 17 N 26TH ST BILLINGS MT 59101 NONE PC CHARITABLE PURPOSE 25000 NEW HOPE CLINIC 320 S IDAHO ST BUTTE MT 59701 NONE PC CHARITABLE PURPOSE 13700 NEW HOPE PREGNANCY SUPPORT CTR OF DILLON 610 N MONTANA ST 6 DILLON MT 59725 NONE PC CHARITABLE PURPOSE 5500 NEW LIFE CHURCH 3950 TEMPLE PLACE BILLINGS MT 59106 NONE PC CHARITABLE PURPOSE 1200 NEW LIFE DINNER PO BOX 851 GLENDIVE MT 59330 NONE PC CHARITABLE PURPOSE 5000 OAKS INTERNATIONAL 268 CIRQUE DR BOZEMAN MT 59718 NONE PC CHARITABLE PURPOSE 36000 ONE HEART WARRIORS 4435 PALISADE PARK DRIVE BILLINGS MT 59106 NONE PC CHARITABLE PURPOSE 25000 OPERA MONTANA PO BOX 37 BOZEMAN MT 59771 NONE PC CHARITABLE PURPOSE 10000 OPPORTUNITY COMMUNITY CLUB 117 N NORRIS AVE ANACONDA MT 59711 NONE PC CHARITABLE PURPOSE 5000 OPPORTUNITY LINK 339 3RD ST HAVRE MT 59501 NONE PC CHARITABLE PURPOSE 20000 OPTIONS WOMEN'S CLINIC 1005 PARTRIDGE PLACE STE 1 HELENA MT 59602 NONE PC CHARITABLE PURPOSE 509335 OUTDOORSMEN CHURCH 12208 PULP MILL RD MISSOULA MT 59808 NONE PC CHARITABLE PURPOSE 1300 OUTFITTERS FOR CHRIST PO BOX 140 YAMPA CO 80483 NONE PC CHARITABLE PURPOSE 10000 PACIFIC NW ADULT AND TEEN CHALLENGE 3815 S 7TH ST WEST MISSOULA MT 59804 NONE PC CHARITABLE PURPOSE 358412 PAXSON ELEMENTARY PTA PO BOX 7244 MISSOULA MT 59807 NONE PC CHARITABLE PURPOSE 1500 PHILANTHROPY ROUNDTABLE 1120 20TH STREET SUITE 550 SOUTH WASHINGTON DC 20036 NONE PC CHARITABLE PURPOSE 25000 PLAINS 2 PEAKS YOUTH INITIATIVE 102 C ST N WIBAUX MT 59353 NONE PC CHARITABLE PURPOSE 5000 PLENTY DOORS COMMUNITY DEV CORP PO BOX 1061 CROW AGENCY MT 59022 NONE PC CHARITABLE PURPOSE 25000 PLENTYWOOD SCHOOL DIST NO 20 100 LAUREL AVE PLENTYWOOD MT 59254 NONE PC CHARITABLE PURPOSE 450 PREGNANCY OUTREACH CLINIC OF MILE CITY PO BOX 596 MILES CITY MT 59301 NONE PC CHARITABLE PURPOSE 20000 PRETTY EAGLE SCHOOL 212 MISSION LOOP ST XAVIER MT 59075 NONE PC CHARITABLE PURPOSE 450 PRISON FELLOWSHIP - MONTANA 44180 RIVERSIDE DRIVE LANSDOWNE VA 20176 NONE PC CHARITABLE PURPOSE 90000 PROFESSIONALS IN CHRISTIAN PHILANTHROPY 1501 SUMMITT AVE AMES IA 50010 NONE PC CHARITABLE PURPOSE 10000 PROMISE686 PO BOX 5689 KALISPELL MT 59903 NONE PC CHARITABLE PURPOSE 153750 RAISING ARROWS MINISTRIES 138 GATEWAY RD EUREKA MT 59917 NONE PC CHARITABLE PURPOSE 3000 RAPELJE SCHOOL 714 MAIN ST RAPELJE MT 59067 NONE PC CHARITABLE PURPOSE 1500 REFUGE CHRISTIAN FELLOWSHIP 1950 AMSTERDAM RD BELGRADE MT 59714 NONE PC CHARITABLE PURPOSE 1200 RESOURCE ED AND AGRICULTURE LEADERS PO BOX 170535 BOZEMAN MT 59717 NONE PC CHARITABLE PURPOSE 1500 REZILIENTKIDZ - MONTANA PO BOX 62966 COLORADO SPRINGS CO 80962 NONE PC CHARITABLE PURPOSE 25000 RIPE FOR HARVEST PO BOX 487 MONUMENT CO 80132 NONE PC CHARITABLE PURPOSE 6000 RIVER OF LIFE MINISTRIES 4007 HIGHWAY 200 MISSOULA MT 59802 NONE PC CHARITABLE PURPOSE 2200 RIVERHAWK ROBOTICS CLUB 5150 BIGFORK ROAD MISSOULA MT 59803 NONE PC CHARITABLE PURPOSE 750 ROC WHEELS PO BOX 11765 BOZEMAN MT 59719 NONE PC CHARITABLE PURPOSE 20000 SACRED PORTION PO BOX 11486 BOZEMAN MT 59719 NONE PC CHARITABLE PURPOSE 14700 SALISH AND KOOTENAI HOUSING AUTHORITY PO BOX 38 PABLO MT 59855 NONE PC CHARITABLE PURPOSE 7500 SERIOUS JUJU SKATEWORKS INC PO BOX 705 KALISPELL MT 59903 NONE PC CHARITABLE PURPOSE 3750 SET FREE MONTANA 216 9TH ST N GREAT FALLS MT 59401 NONE PC CHARITABLE PURPOSE 2200 SHANE LALANI CENTER FOR THE ARTS 415 E LEWIS ST LIVINGSTON MT 59047 NONE PC CHARITABLE PURPOSE 10000 SMITH VALLEY SCHOOL 2901 HIGHWAY 2 WEST KALISPELL MT 59901 NONE PC CHARITABLE PURPOSE 1500 SOLID ROCK BIBLE CHURCH 751 4TH AVE NW GREAT FALLS MT 59404 NONE PC CHARITABLE PURPOSE 1100 SOMERS MIDDLE SCHOOL 315 SCHOOL ADDITION ROAD SOMERS MT 59932 NONE PC CHARITABLE PURPOSE 1500 SOUL LIFE INC 1515 FAIRVIEW SUITE 205 MISSOULA MT 59801 NONE PC CHARITABLE PURPOSE 7500 SPARROW'S VINE PO BOX 864 SEELY LAKE MT 59868 NONE PC CHARITABLE PURPOSE 12500 SPECIAL K RANCH PO BOX 479 COLUMBUS MT 59019 NONE PC CHARITABLE PURPOSE 20000 SPECIAL OLYMPICS MONTANA 710 1ST AVENUE NORTH GREAT FALLS MT 59401 NONE PC CHARITABLE PURPOSE 20000 SPLASHES OF JOY PO BOX 4173 HELENA MT 59604 NONE PC CHARITABLE PURPOSE 3300 ST ANDREW SCHOOL 1900 FLOWERREE ST HELENA MT 59601 NONE PC CHARITABLE PURPOSE 710160 STILLWATER YOUTH CENTER INC PO BOX 1148 COLUMBUS MT 59019 NONE PC CHARITABLE PURPOSE 10000 STOKE - FIRST BROADWATER COUNTY PO BOX 1024 TOWNSEND MT 59644 NONE PC CHARITABLE PURPOSE 2500 SUMMIT CAREER CENTER 100 FORT OWEN RANCH ROAD STEVENSVILLE MT 59870 NONE PC CHARITABLE PURPOSE 25000 SUNBURST PUBLIC SCHOOLS PO BOX 710 SUNBURST MT 59482 NONE PC CHARITABLE PURPOSE 1500 SUNRISE PREGNANCY RESOURCE CENTER PO BOX 1086 SIDNEY MT 59270 NONE PC CHARITABLE PURPOSE 70850 SUPERIOR ASSEMBLY OF GOD 502 2ND AVE E SUPERIOR MT 59872 NONE PC CHARITABLE PURPOSE 2500 TARGET RANGE SCHOOL DISTRICT 4095 SOUTH AVENUE WEST MISSOULA MT 59804 NONE PC CHARITABLE PURPOSE 1350 TEENPACT LEADERSHIP SCHOOLS - MONTANA 1075 FORESTVALE RD HELENA MT 59602 NONE PC CHARITABLE PURPOSE 3300 TERRY PUBLIC SCHOOLS DIST NO 5 215 E PARK TERRY MT 59349 NONE PC CHARITABLE PURPOSE 1500 THE BRIDGE CHURCH OF THE CMA 46873 US HIGHWAY 93 POLSON MT 59860 NONE PC CHARITABLE PURPOSE 6500 THE CONFESSION CLOSET 1925 GRAND AVE STE 131 BILLINGS MT 59104 NONE PC CHARITABLE PURPOSE 15000 THE CONNECTION YOUTH CENTER PO BOX 821 GLASGOW MT 59230 NONE PC CHARITABLE PURPOSE 7720 THE LIFEGUARD GROUP 13320 BUNCHGRASS LANE MISSOULA MT 59808 NONE PC CHARITABLE PURPOSE 27500 THE MONTANA FOOD BANK NETWORK 5625 EXPRESSWAY MISSOULA MT 59808 NONE PC CHARITABLE PURPOSE 257694 THE NAVIGATORS - MONTANA 3820 N 30TH ST COLORADO SPRINGS CO 80904 NONE PC CHARITABLE PURPOSE 3000 THE ROCK YOUTH CENTER 214 N 11TH BOZEMAN MT 59715 NONE PC CHARITABLE PURPOSE 12500 THE SALVATION ARMY A CALIFORNIA CORP 2100 6TH AVE NORTH BILLINGS MT 59101 NONE PC CHARITABLE PURPOSE 55000 THE WORTHY RANCH 3109 LYNN AVE BILLINGS MT 59102 NONE PC CHARITABLE PURPOSE 10000 TRUE NORTH 406 MINISTRIES 345 EAST BOWMAN DR KALISPELL MT 59901 NONE PC CHARITABLE PURPOSE 10000 TURNING POINT USA 4940 E BEVERLY ROAD PHOENIX AZ 85044 NONE PC CHARITABLE PURPOSE 50000 UNION GOSPEL MISSION OF MISSOULA PO BOX 306 MISSOULA MT 59806 NONE PC CHARITABLE PURPOSE 50000 VALLEY FELON-AID 146 BIRCH ST HAMILTON MT 59840 NONE PC CHARITABLE PURPOSE 12500 VENTURE CHURCH 2595 SIMMENTAL WAY BOZEMAN MT 59718 NONE PC CHARITABLE PURPOSE 2200 VETERANS NAVIGATION NETWORK 2173 OVERLAND AVENUE BILLINGS MT 59102 NONE PC CHARITABLE PURPOSE 10000 VICTORY CHURCH GREAT FALLS 3001 13TH STREET SOUTH GREAT FALLS MT 59405 NONE PC CHARITABLE PURPOSE 15000 WARRIORS AND QUIET WATERS FOUNDATION 351 EVERGREEN DR STE A BOZEMAN MT 59715 NONE PC CHARITABLE PURPOSE 2500 WASHINGTON MIDDLE SCHOOL PTA 645 W CENTRAL AVE MISSOULA MT 59801 NONE PC CHARITABLE PURPOSE 6000 WEST VALLEY SCHOOL 2290 FARM TO MARKET RD KALISPELL MT 59901 NONE PC CHARITABLE PURPOSE 3250 WINNETT ACES 813 N BROADWAY WINNETT MT 59087 NONE PC CHARITABLE PURPOSE 10000 WISE WONDERS CHILDREN'S MUSEUM 3024 2ND AVE NORTH BILLINGS MT 59101 NONE PC CHARITABLE PURPOSE 6000 WORLD VISION US 34834 WEYERHAEUSER WAY SOUTH FEDERAL WAY WA 98001 NONE PC CHARITABLE PURPOSE 1000 YELLOWSTONE ALLIANCE ADVENTURES 13707 COTTONWOOD CANYON BOZEMAN MT 59718 NONE PC CHARITABLE PURPOSE 99172 YELLOWSTONE CLASSICAL CHRISTIAN ACADEMY PO BOX 51428 BILLINGS MT 59105 NONE PC CHARITABLE PURPOSE 10000 YOUNG LIFE PO BOX 81377 BILLINGS MT 59108 NONE PC CHARITABLE PURPOSE 27000 YOUTH ENTERPRENEURS INC - MONTANA PO BOX 791847 BALTIMORE MD 21279 NONE PC CHARITABLE PURPOSE 243750 ZOECARE 2251 W KAGY BLVD 2 BOZEMAN MT 59718 NONE PC CHARITABLE PURPOSE 27500 12086864 0 14 1383 14 4456620 14 133695 18 4164116 OTHER INCOME - PARTNERSHIPS 551112 -15991 01 -1931 OTHER INCOME - PARTNERSHIPS 14 38588 -15991 8792471 0 8776480 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 20000 10000 10000 FIXED INCOME MUTUAL FUNDS FMV 14011712 14011712 HARDING LOEVNER EQUITIES FMV 8253678 8253678 INDEX ACCOUNT FMV 102491747 102491747 NEW SOUTH SMALL CAP FMV 12567328 12567328 LIGHTHOUSE GLOBAL FMV 6457236 6457236 OLD KINGS FMV 12178079 12178079 ISHARES RUSSEL 2000 GROWTH FMV 14203509 14203509 WHIPPOORWILL FMV 792309 792309 PARAMETRIC FMV 27230617 27230617 INTERNATIONAL MUTUAL FUNDS FMV 14114911 14114911 TPG OPPORTUNITIES FMV 41843 41843 HARBOURVEST GLOBAL 2015 FD FMV 1082485 1082485 HARBOURVEST GLOBAL 2019 FD FMV 3087536 3087536 MARATHON EUROPEAN CREDIT OPPOR FMV 1316318 1316318 SUMMIT PARTNERS IX-A FMV 1044217 1044217 TOP IV AIV FMV 226454 226454 TSSP OPP PARTNERS IV FMV 973237 973237 SUMMIT PARTNERS IX-A, AIV FMV 387689 387689 SPDR BLOOMBERG ETF FMV 3119683 3119683 HARBOURVEST GLOBAL 2024 FD FMV 292037 292037 DUES & SUBSCRIPTIONS 1176 0 1176 OFFICE SUPPLIES 944 0 944 POSTAGE/DELIVERY 644 0 644 WORKERS COMP INSURANCE 1286 0 1286 MARKETING FEES 3059 0 3059 MISCELLANEOUS 2581 0 2581 LIABILITY INSURANCE 1043 0 1043 ENRICHMENT PROGRAM EXPENSES 37709 0 37709 FROM PARTNERSHIPS 69597 66990 0 RETURNED GRANTS FROM PRIOR YEAR 133547 0 133547 STIFEL - OTHER INVESTMENT INCOME 148 148 148 OTHER INCOME - PARTNERSHIPS -17922 -1931 -17922 OTHER INCOME - PARTNERSHIPS 38588 38588 38588 UNREALIZED GAIN/LOSS & BOOK TAX DIFFERENCES 24827676 INVESTMENT MGT FEES 563361 563361 0 CONSULTING 51225 0 51225 FOREIGN TAX ON DIVIDENDS 83075 83075 0 FEDERAL INCOME/EXCISE TAXES 50037 0 0