Headwaters Health Foundation
EIN 811099715 Private FoundationAbout
ORGANIZATION: HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANATIN: 81-1099715TAX YEAR ENDED: DECEMBER 31, 2020FORM 990-PF, PART XII, LINE 3B - REPORTING SET-ASIDES UNDER THE CASH DISTRIBUTION TEST1. FUNDS WERE SET ASIDE FOR GENERATING FUTURE CASH FLOW TO FULFILL MULTI-INSTALLMENT GRANTS THAT WILL COVER MORE THAN ONE TAXABLE YEAR. THE START-UP PERIOD WILL ALSO ALLOW THE FOUNDATION TO MONTIOR THESE GRANTS AND RECEIVE PROGRESS REPORTS BEFORE MAKING FURTHER DISTRIBUTIONS TO THE RECIPIENTS. 2. THE AMOUNTS SET ASIDE FOR THE PROJECT DESCRIBED IN ITEM 1 WILL ACTUALLY BE PAID WITHIN THE 24 MONTH PERIOD THAT ENDS NO MORE THAN 60 MONTHS AFTER THE DATE OF THE SET-ASIDE. 3. THE PROJECT WAS NOT COMPLETED BEFORE THE END OF THE ABOVE-REFERENCED TAX YEAR. 4. BELOW IS A LIST OF THE DISTRIBUTABLE AMOUNTS DETERMINED UNDER IRC SECTION 4942(D) FOR ALL PAST TAX YEARS IN THE TAXPAYER'S START-UP PERIOD:2017 - $765,4312018 - $2,189,5572019 - $3,043,7572020 - $3,949,4395. BELOW IS A LIST OF ACTUAL PAYMENTS MADE IN CASH OR ITS EQUIVALENT FOR EXEMPT PURPOSES DURING EACH TAX YEAR IN THE TAXPAYER'S START-UP PERIOD:2017 - $990,6472018 - $3,555,1952019 - $5,341,1002020 - $6,489,355
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | N/A | $94.5M | $89.6M | N/A |
| 2018 | $2.4M | $95.4M | $17.2M | 118 |
| 2019 | N/A | $104.2M | $3.1M | N/A |
| 2020 | $3.6M | $106.1M | $5.6M | 156 |
| 2021 | $9.5M | $111.7M | $7.0M | 111 |
| 2022 | $3.3M | $115.7M | $19.5M | 104 |
| 2023 | $4.1M | $123.7M | $6.0M | 102 |
| 2024 | $6.3M | $127.5M | $10.4M | 131 |
Grant Size Distribution
Based on 722 grants on record
Geographic Distribution
Officers & Directors
Grants Awarded (722 total)
| Purpose | ||||
|---|---|---|---|---|
| Zero to Five Montana | Helena, MT | $850,000 | GENERAL OPERATING | 2022 |
| Montana Women Vote | Missoula, MT | $750,000 | GENERAL OPERATING | 2021 |
| Native American Development Corp | Billings, MT | $750,000 | GENERAL OPERATING | 2021 |
| Salish Kootenai College Inc | Pablo, MT | $750,000 | CENTER FOR PREVENTION AND WELLNESS | 2021 |
| University of Montana | Missoula, MT | $680,000 | ZERO TO FIVE STRATEGIC INITIATIVE PROGRAM OFFICE | 2018 |
| Montana Budget and Policy Center | Helena, MT | $675,000 | GENERAL OPERATING | 2021 |
| Butte 4 C's | Butte, MT | $650,000 | GENERAL OPERATING | 2021 |
| Lincoln County Health Department | Libby, MT | $600,000 | GENERAL OPERATING | 2021 |
| Mineral County Health Department | Superior, MT | $600,000 | GENERAL OPERATING | 2021 |
| United Way of Missoula County | Missoula, MT | $600,000 | GENERAL OPERATING | 2021 |
| Zero to Five Montana Statewide Office | Helena, MT | $600,000 | GENERAL OPERATING | 2021 |
| Montana Nonprofit Association Inc | Helena, MT | $595,000 | CAPACITY BUILDING & TRUST BASED PHILANTHROPY | 2024 |
| Confederated Salish and Kootenai Tribes | Pablo, MT | $500,000 | GENERAL OPERATING | 2021 |
| Confederated Salish and Kootenai Tribes | Pablo, MT | $500,000 | FLATHEAD INDIAN RESERVATION FOOD SOVEREIGNTY INITIATIVE | 2023 |
| Zero to Five Montana | Helena, MT | $500,000 | ZERO TO FIVE | 2023 |
| United Way of Missoula County | Missoula, MT | $450,000 | GENERAL SUPPORT | 2024 |
| Montana Food Bank Network Inc | Missoula, MT | $375,000 | GENERAL OPERATING | 2021 |
| University of Montana | Missoula, MT | $375,000 | CENTER FOR CHILDREN, FAMILIES AND WORKFORCE DEVELOPMENT | 2021 |
| Helping Hands Fund | Polson, MT | $367,500 | FLATHEAD RESERVATION & LAKE COUNTY ZERO TO FIVE | 2024 |
| Zero to Five Montana | Helena, MT | $360,000 | ZERO TO FIVE | 2024 |
| The Henry J. Kaiser Family Foundation | San Francisco, CA | $270,000 | KAISER HEALTH NEWS MONTANA HEALTH NEWS | 2024 |
| University of Montana | Missoula, MT | $260,000 | CENTER FOR CHILDREN, FAMILIES AND WORKFORCE DEVELOPMENT | 2020 |
| United Way of Missoula County | Missoula, MT | $250,000 | GENERAL OPERATING | 2020 |
| University of Montana | Missoula, MT | $250,000 | CENTER FOR CHILDREN, FAMILIES, AND WORKFORCE DEVELOPMENT | 2022 |
| Missoula Community Foundation | Missoula, MT | $250,000 | COMMUNITY EQUITY INITIATIVE | 2023 |
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