2025-09-16T18:39:14-05:00 2025-06-30 931675473 RED ROCK ACCOUNTING SOLUTIONS 189 BLARNEY BLVD BUTTE MT 59701 990EZ 2024-07-01 463196448 JEFFERSON VALLEY COMMUNITY FOUNDATION JEFF 4064982895 PO BOX 144 WHITEHALL MT 59759 TIM MULLIGAN TREASURER 4064982895 2025-09-16 1 1 LINSAY CARLSON P01528923 4062019120 2025-09-16 X 2024 2025-03-06 01:10:19Z X WWW.JEFFERSONVALLEYCF.COM X X 27695 X 9815 17880 27695 28770 1350 455 143 786 31504 -3809 124665 0 120856 124665 120856 124665 120856 0 0 124665 120856 X THE JEFFERSON VALLEY COMMUNITY FOUNDATION IS A PHILANTHROPIC FOUNDATION COMMITTED TO BUILDING AN ENDOWMENT TO BENEFIT THE WHITEHALL COMMUNITY; BUILDING FOR FUTURE GENERATIONS BY GIVING TODAY. PROVIDE GRANTS TO COMMUNITY ORGANIZATIONS TO SUPPORT THEIR MISSIONS. 28770 28770 28770 SHANNON SMITH CHAIRPERSON 1.00 0 0 0 JOHN KREIS CO-CHAIRPERSON 0.50 0 0 0 TIM MULLIGAN TREASURER 1.00 0 0 0 JEANNIE FERRISS FINANCIAL SEC. 1.00 0 0 0 MICHELLE JOHNSON SECRETARY 0.75 0 0 0 KRISTINE MURPHY BOARD MEMBER 0.50 0 0 0 SARAH SALSBURY BOARD MEMBER 0.50 0 0 0 KARA OSBORNE BOARD MEMBER 1.00 0 0 0 RHEA ARMSTRONG BOARD MEMBER 0.50 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TIM MULLIGAN 128 IRVINE LANE CARDWELL MT 59721 4064982895 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 32869 99855 23740 112345 9815 278624 32869 99855 23740 112345 9815 278624 126136 152488 11138 12326 13388 13230 17880 67962 346586 0.44000 0.45450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: MONTANA COMMUNITY FOUNDATION DIVIDENDS. AMOUNT: 14,551. DESCRIPTION: INTEREST INCOME. AMOUNT: 3,329. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 17,880. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FIELD STRIPER. GRANTEE NAME: WHITEHALL HIGH SCHOOL ATHLETICS. GRANTEE ADDRESS: 1 YELLOWSTONE TRAIL WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: RESCUE/RESPONSE BAGS. GRANTEE NAME: P.U.L.S.E.. GRANTEE ADDRESS: PO BOX 511 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: TREES FOR ARBOR DAY CELEBRATION. GRANTEE NAME: WHITEHALL GARDEN CLUB. GRANTEE ADDRESS: PO BOX 109 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCBAS. GRANTEE NAME: JEFFERSON VALLEY RURAL FIRE DISTRICT. GRANTEE ADDRESS: PO BOX 596 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DONATION. GRANTEE NAME: MONTANA COMMUNITY FOUNDATION. GRANTEE ADDRESS: 33 S LAST CHANCE GULCH STE #2A HELENA, MT 59601. DATE OF GIFT: 03/11/25. AMOUNT GIVEN: 2,815. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FIELD RESURFACING. GRANTEE NAME: WHITEHALL BASEBALL. GRANTEE ADDRESS: PO BOX 16 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: 4-H BACKPACK PROGRAM. GRANTEE NAME: MADISON JEFFERSON EXTENSION OFFICE. GRANTEE ADDRESS: PO BOX 1079 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SOUND EQUIPMENT. GRANTEE NAME: WHITEHALL SCHOOLS MUSIC PROGRAM. GRANTEE ADDRESS: 1 YELLOWSTONE TRAIL WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SOLAR ENERGY SYSTEM. GRANTEE NAME: WHITEHALL SENIOR CENTER. GRANTEE ADDRESS: 3 N. DIVISION WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FIRE PANEL. GRANTEE NAME: LIBERTY PLACE. GRANTEE ADDRESS: PO BOX 446 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SENSOR CHAIRS & RECESS EQUIPMENT. GRANTEE NAME: WHITEHALL PTSA. GRANTEE ADDRESS: PO BOX 1109 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 1,200. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: RADAR SPEED SIGNS. GRANTEE NAME: TOWN OF WHITEHALL. GRANTEE ADDRESS: PO BOX 529 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: FLOOR REPAIRS. GRANTEE NAME: VFW POST 4603. GRANTEE ADDRESS: PO BOX 29 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: POOL BATHROOM REMODEL. GRANTEE NAME: TOWN OF WHITEHALL POOL. GRANTEE ADDRESS: PO BOX 529 WHITEHALL, MT 59759. DATE OF GIFT: 11/06/24. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SECURITY GATES. GRANTEE NAME: WESTERN LEGACY CENTER. GRANTEE ADDRESS: PO BOX 1079 WHITEHALL, MT 59759. DATE OF GIFT: 11/15/24. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH FUNDS GRANT FOR SWIM LESSONS & PASSES. GRANTEE NAME: TOWN OF WHITEHALL. GRANTEE ADDRESS: PO BOX 529 WHITEHALL, MT 59759. DATE OF GIFT: 09/11/24. AMOUNT GIVEN: 755. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 28,770. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: SUPPLIES. AMOUNT: 436. DESCRIPTION: EVENTS. AMOUNT: 350. TOTAL TO FORM 990-EZ, LINE 16: 786. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.