2025-12-17T13:08:06-06:00 2025-06-30 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2024-07-01 810435459 MONTANA HISTORY FOUNDATION MONT 4064493770 1750 N WASHINGTON ST HELENA MT 59601 CHARLENE PORSILD PRESIDENT/CEO 4064493770 2025-12-15 1 1 MELISSA H SOLDANO P01259603 4067614645 2024 2025-03-06 01:10:19Z THE FOUNDATION FOR MONTANA HISTORY CHARLENE PORSILD 1750 N WASHINGTON ST HELENA MT 59601 1044361 0 X WWW.MTHISTORY.ORG X 1985 MT PROVIDES LEADERSHIP AND RAISES FUNDS TO HELP ORGANIZATIONS PRESERVE MONTANA'S HERITAGE RESOURCES. 12 12 13 0 0 0 966815 413700 0 0 187226 207296 418874 370875 1572915 991871 237621 91500 0 0 479989 423858 0 0 87537 1390706 475077 2108316 990435 -535401 1436 9546645 10059853 655175 607312 8891470 9452541 X PROVIDE DEVELOPMENT AND ADVISORY LEADERSHIP FOR ORGANIZATIONS DEDICATED TO THE PRESERVATION OF MONTANA'S HISTORY AND CULTURE. 0 0 411362 91500 177033 FUND RAISING AND GRANTING OF AWARDS TO PROMOTE AND PRESERVE MONTANA HISTORY THROUGHOUT THE STATE. 50098 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. 35233 MONTANA HISTORICAL SOCIETY PROJECTS 201565 EXPENDITURES TO SUPPORT OTHER MONTANA HISTORICAL PROJECTS 201565 698258 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 24 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 CHASE HIBBARD CHAIRMAN 2.00 X X 0 0 0 BETH MCFADDEN VICE-CHAIR 2.00 X X 0 0 0 GRANT ZAHAJKO TREASURER 2.00 X X 0 0 0 HELENA MACLAY SECRETARY 1.00 X X 0 0 0 CARMINE MOWBRAY DIRECTOR 1.00 X 0 0 0 BRENDA PETERSON DIRECTOR 1.00 X 0 0 0 CHANTELLE NASH DIRECTOR 1.00 X 0 0 0 DEBORA BROWN DIRECTOR 1.00 X 0 0 0 OWEN ROBINSON 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 MIKE O'NEILL DIRECTOR 1.00 X 0 0 0 CHARLENE PORSILD PRESIDENT/CEO 40.00 X 136588 0 0 136588 0 0 1 0 0 0 0 413700 4136 413700 207296 207296 193842 193842 177118 52490 124628 124628 124628 MANAGEMENT FEE 900099 50951 50951 OTHER INCOME 900099 1454 1454 52405 991871 177033 0 401138 91500 91500 142934 85761 42880 14293 197236 113354 55705 28177 54625 31974 15831 6820 29063 17012 8423 3628 102681 60104 29758 12819 44666 44666 12464 7296 3612 1556 9099 5326 2637 1136 10572 6188 3064 1320 17676 10346 5123 2207 9343 5469 2708 1166 43055 25202 12478 5375 12912 7558 3742 1612 OTHER PROJECTS 156994 156994 PRINTING 19296 11295 5592 2409 MISCELLANEOUS 17003 6490 7347 3166 UTILITIES 4775 2795 1384 596 14541 8928 4356 1257 990435 698258 204640 87537 17053 9762 519493 561155 37500 8693 8693 15974 9790 1549867 785130 805632 764737 7765108 8299524 377192 406192 9546645 10059853 147847 98916 507328 508396 655175 607312 X 1813321 1859888 7078149 7592653 8891470 9452541 9546645 10059853 X 1436 649801 -90166 X X 0 1 X 1 0 X 713216 1020995 882440 966815 413700 3997166 713216 1020995 882440 966815 413700 3997166 108164 3889002 472855 598322 663518 620672 1228057 3583424 7580590 333494 0.51300 0.53940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 377192 X 0 0 7881931 17350 820019 258892 8370242 6973561 397556 833138 322324 7881931 6365804 46043 611170 49456 6973561 7066137 68578 -726911 42000 6365804 5705809 50000 1311578 1250 7066137 0 0 157000 157000 1299502 721474 578028 20982 15495 5487 72383 48161 24222 764737 PLANNED GIFT LIABILITIES 508396 508396 X 1559330 649801 52490 702291 857039 44666 90166 134832 991871 998259 52490 52490 945769 44666 44666 990435 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 52,490. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 90,166. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCRIVER CENTER EXPENSE NETTED AGAINST RENTAL INCOME ON FORM 990 52,490. 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 CARTER COUNTY GEOLOGICAL SOCIETY PO BOX 445 EKALAKA MT 59324 816012684 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY CITY OF SHELBY 112 1ST ST N SHELBY MT 59474 816001308 GOVERNMENT 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY CONRAD PUBLIC LIBRARY 15 4TH AVE SW CONRAD MT 59425 816001249 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY GEORGE MCCONE COUNTY LIBRARY PO BOX 49 CIRCLE MT 59215 816001391 501(C)(3) 9000 0 PROMOTE AND PRESERVE MONTANA HISTORY HERITAGE & CULTURAL FOUNDATION OF GARFIELD COUNTY PO BOX 330 JORDAN MT 59337 810542204 501(C)(3) 10000 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 POWDER RIVER HISTORICAL SOCIETY PO BOX 573 BROADUS MT 59317 810399392 501(C)(3) 7500 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 WOLF POINT AREA MUSEUM PO BOX 1205 WOLF POINT MT 59201 816033737 501(C)(3) 10000 0 PROMOTE AND PRESERVE MONTANA HISTORY 9 1 PART I, LINE 2 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 -90,166. FORM 990, PART XII, LINE 2C: THE PROCEDURE FOR REVIEWING THE AUDIT HAS NOT CHANGED FROM PRIOR YEARS.