2025-10-14T17:49:34-05:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990PF 2024-01-01 816290155 STAR PEAK FOUNDATION STAR 4068472717 PO BOX 148 HERON MT 59844 DIANE WILLIAMS TRUSTEE 4068472717 2025-10-14 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-10-14 2024 2025-03-06 01:10:19Z X 2137196 X 292952 45587 45587 190702 542368 190702 529241 236289 0 0 0 11804 5902 5902 4203 2102 2101 20906 20906 0 1201 1201 0 241 186 55 38355 30297 8058 90000 90000 128355 30297 98058 400886 205992 40651 24224 24224 60403 26208 26208 1367315 1692741 1692741 278653 333152 333152 50452 60871 60871 1797474 2137196 2137196 0 0 X 0 0 0 0 1797474 2137196 1797474 2137196 1797474 2137196 1797474 400886 128120 2326480 189284 2137196 PUBLICLY TRADED SECURITIES 523840 351666 172174 172174 CAPITAL GAINS DIVIDENDS P 18528 18528 18528 190702 2863 0 2863 0 2863 1224 0 0 0 1224 0 1639 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A STAR PEAK FOUNDATION 4068472717 PO BOX 148 HERON MT 59844 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDITH HUTCHINS PO BOX 104 HERON MT 59844 TRUSTEE 0.50 0 0 0 DAVID KW WILSON JR 401 NORTH LAST CHANCE GULCH HELENA MT 59601 TRUSTEE 0.50 0 0 0 DIANE WILLIAMS 9307 LAKESHORE DRIVE SAGLE ID 83860 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 1828360 74999 0 1903359 0 0 1903359 28550 1874809 93740 93740 2863 2863 90877 0 90877 0 90877 98058 0 98058 90877 0 0 2649 1082 18013 4640 26384 98058 0 0 0 90877 7181 0 0 33565 0 0 0 0 0 0 2649 30916 1082 18013 4640 7181 JUDITH HUTCHINS X STAR PEAK FOUNDATION CO KIM WILSON PO BOX 148 HERON MT 59844 4068472717 BOARD@STARPEAKFOUNDATION.ORG APPLICATIONS SHOULD INCLUDE A COVER LETTER, APPLICATION FORM, AND FULL PROPOSAL TO INCLUDE: A DESCRIPTION OF YOUR ORGANIZATION, AND ITS ACTIVITIES IN SANDPOINT AND THE LOWER CLARK FORK VALLEY IN BONNER COUNTY, INCLUDING NUMBER OF YEARS OF EXISTENCE, AND MISSION; MOST RECENT ANNUAL BUDGET, INCLUDING A DETAILED PROJECT BUDGET; MOST RECENT FINANCIAL STATEMENT; LIST OF BOARD OF DIRECTORS; 501(C)(3) TAX EXEMPTION RULING FROM THE IRS; AND A BRIEF EXPLANATION OF THE PROJECT(S) OR PROGRAM(S) FOR WHICH YOU SEEK FUNDING, INCLUDING: AMOUNT REQUESTED; PURPOSE FOR WHICH THE GRANT WILL BE USED; PROJECT'S GOALS AND OBJECTIVES, INCLUDING SPECIFIC RESULTS TO BE ACHIEVED; PLANS FOR EVALUATING THE PROJECT; PROJECT TIMELINE; BACKGROUND OF PROJECT DIRECTOR AND STAFF; AND THAT ANY FUNDING WILL BE EARMARKED FOR AND LIMITED TO CLIENTS IN THE LOWER CLARK FORK VALLEY FROM SANDPOINT EAST TO THE MONTANA BORDER. NOVEMBER 1 LOWER CLARK FORK RIVER AREA IN BONNER COUNTY, IDAHO INCLUDING THE COMMUNITIES OF CLARK FORK, HOPE, AND SANDPOINT ELISA FIASCHETTI IMPACT PROGRAM DIR PO BOX 1145 HELENA MT 596241445 4064438313 INFO@MTCF.ORG APPLICATIONS SHOULD BE SUBMITTED VIA THE MONTANA COMMUNITY FOUNDATION'S ONLINE GRANT PORTAL AT HTTPS://WWW.GRANTINTERFACE.COM/HOME/LOGON?URLKEY=MTCOMMUNITY. INCLUDE THE FOLLOWING: - ORGANIZATION NAME/PHONE/EMAIL/CONTACT PERSON/MAILING ADDRESS - GRANT FUNDING REQUEST/OTHER SECURED FUNDING (PENDING, COMMITTED, RECEIVED) - ORGANIZATION MISSION/IMPACT - PROPOSED PROJECT/IMPACT/RESULTS, OUTCOMES, GOALS & OBJECTIVES - PROJECT DIRECTOR AND STAFF BACKGROUNDS - LIST OF BOARD OF DIRECTORS - BUDGET & TIMELINE - FORM 990/MOST RECENT FINANCIAL STATEMENT NOVEMBER 1 LOWER CLARK FORK RIVER AREA IN MONTANA, INCLUDING ALL OF SANDERS COUNTY MONTANA COMMUNITY FOUNDATION 33 LAST CHANCE GULCH ST 2A HELENA MT 59601 NONE PC TO SUPPORT 501(C)(3) TAX-EXEMPT ORGANIZATIONS LOCATED IN OR WORKING ON PROJECTS OR ISSUES BENEFITTING COMMUNITIES WITHIN THE LOWER CLARK FORK RIVER AREA IN MONTANA, INCLUDING ALL OF SANDERS COUNTY. 60000 INNOVIA FOUNDATION 818 W RIVERSIDE AVE 650 SPOKANE WA 99201 NONE PC TO SUPPORT 501(C)(3) TAX-EXEMPT ORGANIZATIONS LOCATED IN OR WORKING ON PROJECTS OR ISSUES BENEFITTING COMMUNITIES WITHIN THE LOWER CLARK FORK RIVER AREA IN BONNER COUNTY, IDAHO INCLUDING THE COMMUNITIES OF CLARK FORK, HOPE, AND SANDPOINT. 30000 90000 0 14 45587 18 190702 0 236289 0 236289 0 0 0 0 0 0 0 0 0 0 X X 1 JUDITH HUTCHINS PO BOX 104 HERON MT 59844 292952 X X 1 300 SHARES AMZN; 340 SHARES AAPL; 47 SHARES BLK. 202952 2024-12-12 ACCOUNTING FEES 4203 2102 2101 ARTISAN HIGH INCOME FUND - APHFX 28912 28912 ISHARES 1 3 YEAR TREASURY BOND ETF - SHY 73782 73782 ISHARES CORE U.S. AGGREGATE BOND - AGG 19380 19380 ISHARES IBONDS DEC 2026 TERM - IBDR ETF 14442 14442 NUVEEN STRATEGIC INCOME I - FCBYX 39856 39856 NUVEEN INFLATION LINKED BOND FUND I - TIIHX 15115 15115 PIONEER ILS INTERVAL FUND - XILSX 28259 28259 THERMO FISHER SCIENTIFIC INC 100846 100846 VANGUARD SHORT TERM CORPORATE BOND - VCSH 12560 12560 AMAZON COM INC - AMZN 186481 186481 APPLE INC - AAPL 204092 204092 BANK OF AMERICA CORP - BAC 9449 9449 BERKSHIRE HATHAWAY INC CL B - BRKB 90656 90656 BLACKROCK INC COM - BLK 48180 48180 BOSTON TRUST WALDEN SMALL CAP FUND - BOSOX 16543 16543 CATERPILLAR INC - CAT 10883 10883 CAUSEWAY EMERGING MARKETS INSTL - CEMIX 60234 60234 CONOCOPHILLIPS - COP 19834 19834 CUMMINS INC - CMI 37300 37300 EMERSON ELECTRIC CO - EMR 33709 33709 FIDELITY ADV DIVERS INTL CL I - FDVIX 53649 53649 HARDING LOEVNER INTERNATIONAL EQUITY - HLMIX 154425 154425 INGREDION INC - INGR 13756 13756 ISHARES CORE S P SMALL CAP - IJR ETF 57610 57610 ISHARES CORE MSCI EAFE - IEFA 21084 21084 ISHARES MSCI EMERGING EX CHINA - EMXC 27725 27725 ISHARES MSCI EAFE - EFA ETF 4083 4083 ISHARES SELECT DIVIDEND EFT - DVY 19694 19694 JOHNSON JOHNSON - JNJ 78095 78095 MERCK CO INC - MRK 69636 69636 MFS INTERNATIONAL DIVERSIFICATION A - MDIDX 7045 7045 MICROSOFT CORP - MSFT 84300 84300 NEXTERA ENERGY INC - NEE 9320 9320 NIKE INC - NKE 30268 30268 ORGANON CO - OGN 11056 11056 PFIZER INC - PFE 34489 34489 ROCKWELL AUTOMATION INC - ROK 39725 39725 ROWE T PRICE MID CAP GROWTH FD INC - RPTIX 52671 52671 RTX CORPORATION - RTX 9373 9373 T ROWE PRICE INT VAL EQTY FD INTL 0 TRIGX #127 56137 56137 T ROWE PRICE MID CAP VALUE FUND - TRMCX 15200 15200 TRADE DESK INC COM CI A - TTD 32321 32321 UNION PACIFIC CORP COM - UNP 30557 30557 UNITED PARCEL SERVICE INC CL B - UPS 12610 12610 VIRTUS ZEVENBERGEN INNOVATIVE GROWTH - SCATX 34559 34559 WALMART INC COM - WMT 15992 15992 AMERICAN TOWER CORP - AMT FMV 18341 18341 NYLI CBRE GLOBAL INFRASTRUCTURE FD I - VCRIX FMV 30424 30424 SPDR GOLD SHARES - GLD FMV 12106 12106 LEGAL FEES 11804 5902 5902 COST BASIS ADJUSTMENT - DONATED STOCK 189284 POSTAGE 111 56 55 OTHER EXPENSES 130 130 0 UNREALIZED GAIN/LOSS 128120 US BANK FEES 20906 20906 0 FOREIGN TAXES 1201 1201 0