W orking Together We Can Mak e A Difference - Whitefish ...

LETTER
From the President
It is a great honor to have been asked to serve as Board President of the Whitefish Community
Foundation following in the footsteps of Mike Jenson and Dave Stewart. Over
the past eight years the Foundation has served as a vehicle to channel over $2,000,000 in
charitable gifts to many deserving area nonprofit organizations whose work is so important
to make the community the special place that we all call home.
30 grants were awarded this year to local nonprofit organizations who had submitted
applications as part of our annual grants program. These organizations undergo a rigorous
approval process by a committee who examines not only need but financial responsibility.
We’ve included comments from some of our grant recipients in this report to illustrate the
impact of the grants program to these organizations made possible by your contributions
to the Foundation.
Total disbursements through the Foundation in 2007 exceeded $300,000, the fifth consecutive
year exceeding that amount. The majority of those disbursements, however, are
through Donor Advised Funds (“DAFs”). This means our grantees are depending on the
continued generosity of the relatively small number of donors who have established a DAF.
To reduce the Foundation’s reliance on DAFs, we continue to concentrate on building our
permanent endowment fund, which has grown to nearly $800,000 at the end of 2007.
To secure a permanent source of funding for grants, the Foundation Board has committed
to grow the endowment fund to a level at which earnings from the endowment would fully
fund our grants program and reduce our reliance on annual contributions to support our area
nonprofit service organizations. We have set a goal to grow the endowment to $5,000,000 or
more over the next 3 years and are confident that the community will respond. To achieve
this goal, we will be reaching out to a broad range of donors and potential donors, both big
and small, who have an interest in supporting the future of our community.
Our mission is simple, “The Whitefish Community Foundation is dedicated to fostering
philanthropy, building endowments, and helping donors and nonprofits benefit
our community.” For those who have contributed to our
mission, thank you so very much for your support. For those
who are interested in learning more about the Foundation,
please contact our office at 863-1781 or visit our website at
www.whitefishcommunityfoundation.org. Come join
us in enriching the future of Whitefish! You can make
a difference.
Paul Johannsen
President
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DREAM Adaptive Recreation North Valley Food Bank, Inc.
GRANT HIGHLIGHTS 2007
Providing winter sports opportunities for disabled children and adults at Whitefish Mountain
Resort is the goal of DREAM Adaptive Recreation, Inc. Our grant helped with operating
expenses and provided funds for a set of Constant-force Articulated Dynamic Struts, which enable
individuals with cerebral palsy, multiple sclerosis and muscular dystrophy to experience
stand-up skiing.
The Winter Classic Foundation “For the Children, Inc.” provides funds for families needing
pediatric medical care outside the Flathead Valley. Our grant to this foundation will assist families
with locating medical facilities, travel expenses and lodging while out of town for specialized
care. As is the case with many of our local nonprofits, Whitefish Winter Classic is run completely
by volunteers.
A critical need in our community is being addressed by the N.C. Foundation, which strives to
improve the health, education and welfare of children suffering from emotional problems, mental
health issues and chemical dependency. Our grant helped to provide school-based mental health
screening and therapy for uninsured Whitefish students.
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2007 ANNuAL GRANTS........$43,978.50
This list includes grants awarded by the Whitefish Community
Foundation in response to applications received from the recipient
organizations during the 2007 grants cycle.
Alpine Theatre Project
Office computer
Big Brothers Big Sisters of Flathead County
Operating expenses/endowment
Children’s House Montessori School
New playground equipment
DREAM Adaptive Recreation
Operating expenses /CADS
Fish Trails
For bike trail system
Flathead Spay and Neuter Task Force
Operating expenses
Flathead Valley Community College
2007 Nonprofit workshop “instant” grant
For The Children, Inc.
Operating expenses (Whitefish Winter Classic)
Glacier Institute
Operating expenses
Glacier National Park Fund
General support
Glacier Symphony and Chorale
2008 Mozart Summer Music Festival Whitefish
Humane Society of NW Montana
Operating expenses
Literacy Volunteers of Flathead County
ESL Program (Whitefish residents)
Montana Animal Rescue League
Operating expenses
Muldown Elementary School
Books for Special Services program
N.C. Foundation
School-based mental health counseling
North Valley Food Bank
Operating expenses/endowment fund
North Valley Hospital Foundation
DVD players for educational use
North Valley Music School
Operating expenses/endowment fund
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Olney Bissell School
Curricular software and software licenses
Project Whitefish Kids
Storage garage for equipment
Seattle-Pacific University
2006 WHS Scholarship award
Shepherd’s Hand Clinic
Operating expenses
Stumptown Art Studio and Ceramics Annex
Art programs at schools and senior centers
The WAVE
Subsidized membership program
Whitefish Community Center
Operating expenses
Whitefish Figure Skating Club
Operating expenses
Whitefish Golden Agers
Operating expenses/new computers and printers
Whitefish Lake Institute
Water quality monitoring equipment
Whitefish School District #44 Band Program
Drumline equipment
Whitefish Shines!
Operating expenses
Whitefish Softball Association
Batting cage
Whitefish Theatre Company
High-performance voice intercom system
Youth Homes Flathead
Operating expenses
“Thank you for continuing to support the
efforts of Whitefish Theatre Company
and so many other worthy organizations
in our community.”
–Whitefish Theatre Company

The WAVE
2007 DoNoR-ADvISED GRANTS
A Donor-Advised Fund is a tax-deductible charitable fund established by individuals, families,
and organizations at the Whitefish Community Foundation. Funds are simple to set up, and donors
stay involved with their gifts by recommending (“advising”) contributions to benefit their favorite
charitable organizations, both in Whitefish and throughout the United States, knowing that their
partnership with the Foundation assures that the spirit of the gift will endure.
Advisory Council Fund
Flathead County 9-1-1 Foundation
Friends of Les Mason Park
Whitefish School District #44 Band Program
Linda Ardell Fund
Whitefish Middle School Auditorium
Renovation Project
Carol and Richard Atkinson Fund
Alpine Theatre Project
Glacier National Park Fund
Glacier Symphony and Chorale
North Valley Music School
Big Mountain Fund
Alpine Theatre Project
Flathead Valley Skiing Foundation, Inc.
For The Children, Inc.
Glacier Symphony & Chorale
Intermountain Deaconess Home for Children
Montana State University/Shakespeare in the Parks
North Valley Hospital Foundation
United Way/Leaders of Tomorrow
Whitefish Middle School Auditorium
Renovation Project
Whitefish Shines!/Winter Carnival Float Fund
Whitefish Theatre Company
$289,625
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Clancy Fund
Whitefish CARE
Fairview Fund
Habitat for Humanity of the Flathead Valley
North Valley Food Bank, Inc.
Shepherd’s Hand Clinic
Kramer Family Fund
Alpine Theatre Project
North Valley Food Bank, Inc.
North Valley Music School
The Wave
Whitefish Middle School Auditorium
Renovation Project
Whitefish Theatre Company
Strickler Family Fund
North Valley Food Bank, Inc.
North Valley Hospital Foundation
Whitefish Library Association
Whitefish Middle School Auditorium
Renovation Project
Anonymous
Matter of Trust, Inc./Fields of Fuel
Whitefish Middle School Auditorium
Renovation Project
If you are interested in learning more about Donor-Advised Funds or in establishing your own fund at the
Whitefish Community Foundation, please contact the Foundation’s office at 406-863-1781.

2007 DoNoRS
(Patron Pass holders are indicated by an asterisk)
Bill Adams and Olga Peresta*
Alpine Village Centre
John and Lynn Andenoro*
Anonymous
Linda Ardell
Chris Bailey
Joe and LuAnn Basirico*
Michael Bennett and Merry Lynn Southers
Alexander and Ilma Brishka*
Bruce Boody Landscape Architect, Inc.
Ronnie Budge
James and Janice Case*
Robert and Elspeth Chambers*
The Nick and Karen Chickering
Charitable Fund
Terry Chute and Jane Kohlmeyer
Clark Real Estate Appraisal
Gail Cleveland and Bruce Tannehill
John and Anne Collins
George and Jacqueline Colvill
Tom and Dolly Corbett
CTA Architects and Engineers*
D.A. Davidson & Company
Roger and Helene Doney
Alan Elm/ReMax of Whitefish*
Evergreen Clinic*
First Interstate Bank*
Sarah Fitzgerald*
Ed and Nancy Gilliland
Glacier Bank of Whitefish*
Glenstal, Inc.*
Richard Gordon and Cheryl Watkins
Great Northern Ventures, LLC.*
Dr. and Mrs. Gene Grove
Mike and Linda Gwiazdon*
Shad and Holly Hartsough*
Homestead at Whitefish*
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Eric and Dusty Hosek*
Richard Hughes*
Mike and Barbara Jenson*
Bill and Ann Jones*
Wink and Joy Jordan
Janet Morrow
Mountain Mini Storage
Tom and Cathy Muri*
Rick and Laurie Murphy*
Leif Nelson and Gloria Speer
Rick and Marilyn Nelson
Kevin and Leslie O’Brien
Bruce and Carolyn Pfrimmer
Richard and Carol Pohl
Richard and Diane Schwartz
Silverman Gift Fund
Peter and Christine Stanley
Jerry and Julie Stevens
Tupelo Grille*
Whitefish Credit Union*
David and Judy Williams
Kevin and Mary Witbrod
John and Susan Witt*
Puck and Vic Workman
Melvin and Mary Yokan
Endowment Fund
Donors whose contributions included a gift to
the Endowment Fund: number in parentheses
indicates the number of years that person has
given to the Fund.
American Masonry (1)
Richard and Carol Atkinson* (3)
Anonymous (2) (1)
Timothy and Linda Babiak (1)
John and Anne Baker (1)
Randy and Rayne Beach (1)
Robert and Rita Bishop (4)
Robert and Rebecca Blickenstaff (2)

Harry and Nancy Brown (1)
Pat and Missy Carloss* (1)
John Chaney (1)
Ian and Claudia Collins (2)
Michael and Sally Dowaliby (1)
Darrell Dunning (3)
Bart and Carole Erickson (1)
Edwin and Maura Fields (1)
Douglas and Kelly Gamble (1)
Judah and Tanya Gersh (3)
Robert and Kathryn Gersh (3)
Brian and Shannon Haycox (3)
Jake and Connie Heckathorn (6)
Richard and Suzanne Hildner (3)
Bill and Jean Howard* (1)
Paul and Ann Jeremiassen* (2)
Paul and Teddi Johannsen (2)
John and Maureen King (3)
John Kramer* (5)
Lacosta Livestock (2)
Jay and Mignon Latimer (2)
Robert and Mary Jo Look (1)
Ron Matelich and Swithin McGrath* (2)
Bob and Vicki McConnell (3)
Philip and Nan Miller (1)
Ronald and Jean Miller (2)
Laura Munson and Peter Kobelt (1)
Nelson Hardware, Inc.* (1)
Roland and Jo Newton (3)
John and Melisa Phelps (2)
Doug and Carolyn Pitman (1)
Christopher Ridder (2)
Rox and Hugh Rogers (4)
Schlinger Family Foundation (1)
Doris Schumm* (2)
Randy Schwickert and Donna Taylor (2)
Joan and Lawrence Smith (1)
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2007 DoNoRS
Richard and Jane Solberg (6)
David Stewart (3)
Third Street Market (2)
Stephanie Walls (3)
Buck and Ann Woodruff (1)
Alison Young (3)
In Kind Donations
Beargrass Gardens Floral Boutique
The Lodge at Whitefish Lake
Tributes
In Honor of Carol Atkinson
Doug and Carolyn Pitman
In Honor of Beargrass Gardens Floral Boutique
Carol Atkinson
In Honor of Debbie Bernstein
Robert and Kathryn Gersh
In Honor of Bob and Elspeth Chambers
Tom and Dolly Corbett
In Honor of Marshall Friedman
Robert and Kathryn Gersh
In Honor of Micah Gersh
Robert and Kathryn Gersh
In Honor of Tanya Gersh
Robert and Kathryn Gersh
In Honor of Judah and Tanya Gersh
Robert and Kathryn Gersh
In Honor of Bill and Jean Howard
Kevin and Leslie O’Brien
In Memory of Kim Dowaliby
Michael and Sally Dowaliby
In Memory of Herb Kameon
Carol Atkinson
John Kramer
In Memory of Betty Zieger
Paul and Ann Jeremiassen

Flathead County 9-1-1 Foundation Stumptown Art Studio and Ceramics Annex
WAYS To GIvE
outright Contributions
Gifts to the Whitefish Community Foundation, whether cash, securities, assets, property, or other,
are tax-deductible as allowed by the IRS.
Donor-Advised Fund
An individual, family or organization may make a contribution to the Foundation one year and
recommend charitable disbursements in both that year and in future years. All of the contribution
is tax deductible in the year in which it is made, and additional contributions may be made
at any time. The Foundation will maintain your contribution in a separate account and take care
of all investing, bookkeeping, and reporting for you. You, or your appointed fund advisor, may
recommend disbursements at any time. Disbursements may be made to any qualified charity in
the United States.
“The Whitefish Community Foundation is a dynamic advocate for ‘us’.
You are doing the big work of matching up the needs of our community
with its resources…You are reminding us that we are not alone. That our
connectedness is what allows us to do the work we are doing.”
–Youth Homes Flathead
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Glacier Institute Whitefish High School Drum Line
Legacy Society
The Legacy Society is a cornerstone of the Whitefish Community Foundation. Members of
the Legacy Society are individuals who wish to remember and further help their community
through planned giving. The following individuals have informed us that they have left a portion
of their estate to the Foundation in their will in the form of securities, property or cash. Generally
this money will be placed in our endowment fund and the donor has the satisfaction that he
will be assisting Whitefish charities in perpetuity.
Anonymous (4)
Carol B. and Richard H. Atkinson
Robert and Elspeth Chambers
John and Anne Collins
Sarah Fitzgerald
Jake and Connie Heckathorn
If you decide to make a bequest to the Whitefish Community Foundation please let us know.
Too often we only get to hear of a donor’s generosity and thoughtfulness after his or her
passing. We value your generosity and we would like to keep you up to date on the successes
that have resulted form the donations of others. For specific language to incorporate a bequest to
the Foundation into your will, please request a copy of our “Language for Bequests from Wills
or Living Trusts.”
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Paul and Teddi Johannsen
John A. Kramer, Jr.
John and Melisa Phelps
Chris Ridder
David D. Stewart
Alison Young

Glacier Country Avalanche Center
Patron Pass Program
The Whitefish Community Foundation is fortunate to work with Whitefish Mountain Resort
and the Whitefish Lake Golf Club to offer transferable ski or golf passes. In each case, the Pass
purchaser is able to make a charitable contribution to the community (partially tax-deductible)
and receive either a ski or golf pass with additional benefits.
The Patron Ski Pass, which was established several years ago, began as a way for the Foundation
to cover its operating costs. The Patron Ski Pass includes one transferable ski pass or two nontransferable
adult passes, preferred parking and a private locker. Most of the sale proceeds are
used for charitable giving through Whitefish Mountain Resort’s donor-advised fund.
2007 saw the Patron Pass program expand by offering a limited number of Patron Golf Passes
through the Whitefish Lake Golf Club. The Patron Golf Pass includes one transferable pass, a golf
“It is an honor to be acknowledged by your foundation
and the community.”
– Montana Animal Rescue League
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Flathead Spay and Neuter Task Force, Inc. Big Brothers Big Sisters
cart, and drink card. The Foundation’s share of the proceeds from golf pass sales are used to meet
our operating expenses, with any excess deposited in the grants fund for charitable giving.
For more information on the Patron Pass Program please go to our web site. This is an excellent
way to make your contribution to the Foundation.
other ways to Give
Our website at www.whitefishcommunityfoundation.org lists a number of ways to make your
contribution. Please visit the website and click on Donations. If you require more specific
information, please call our office.
The Whitefish Community Foundation recommends that you seek advice from your tax advisor and/or
attorney when considering establishing a Fund or making a bequest to ensure that the legal formalities and
your intentions are satisfied.
“Each year, I am amazed at the work
you do in the community. We really
appreciate being a part of it. Our
young people thank you.”
–Big Brothers Big Sisters of
Flathead County
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FINANCIAL STATEMENT
Statement of Assets & Liabilities
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December As of
31,
As As of of
December 2007 31, 2007
December 31, 31, 2006*
Assets
Cash $ 19,987 $
24,973
Fixed Assets 2,718
5,706
Endowment Funds 794,368
614,219
Donor Advised Funds 1,077,269
988,715
Total Assets $ 1,894,342 $ 1,633,613
Liabilities & Equity
Liabilities
Equity
$ 4,128 $
983
Unrestricted Net Assets 628,946
708,868
Restricted Net Assets 1,003,684
628,946
Excess of income over expenses & grants 257,584
294,816
Total Net Liabilities & Equity $ 1,894,342 $ 1,633,613
Statement of Contributions, Income,
Expenses & Grants
Year Ended Year Ended
December 31, 2007 December 31, 2006*
Contributions & Income
Contributions Received $ 569,746 $ 570,657
Investment Income 94,399
182,538
Other Income 2,525
1,230
Total Income $ 666,670 $ 754,425
Expenses & Grants
Community Grants $ 333,604 $ 405,216
Investment Expenses 10,023
7,386
General & Administrative Expenses 47,241
34,757
Program Expenses 18,220
12,250
Total Expenses & Grants $ 409,087 $ 459,609
Excess of Income Over Expenses & Grants $ 257,584 $ 294,816
* Financial statements for year ended December 31, 2006 and interim period ended June 30,
2007 are independently audited and are available on request from the Foundation office.

Glacier Symphony and Chorale Whitefish Middle School Auditorium
BoARD oF DIRECToRS
EXECuTIvE CoMMITTEE
Paul Johannsen, President Carol B. Atkinson
John A. Kramer, Jr., Vice-President John Phelps
Roland Newton, Secretary/Treasurer Stephanie L. Walls
Board Members
Charles Abell Richard H. Atkinson Duane Bauch Patrick Carloss
Robert W. Chambers, Jr. Bart Erickson Sarah Fitzgerald Michael Jenson
Mark Kvamme Greg Lane Jay Latimer Bob McConnell
Christopher Ridder Richard A. Solberg David Stewart Virginia V. Weldon MD
David Dittman
ADvISoRY CouNCIL
photo by Jessica Lowry
Bonnie S. Smith, Chair Ian Collins Judah Gersh Gerald L. Hanson
Connie Heckathorn Doris Schumm Puck Workman
“Your investment in Whitefish certainly makes it a better
place to live and work. Thank you.”
–Literacy Volunteers of Flathead County
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Whitefish Theater Company Montana Animal Rescue League
GRANT APPLICATIoN
Grant Application Process
Copies of the Grant Application and guidelines can be found at the Foundation’s website at www.
whitefishcommunityfoundation.org under Grants. Further information can be obtained by calling
our office at (406) 863-1781.
Each year the grants committee receives many grant applications which are closely examined. The
process includes review of financial statements, site visits, and prioritizing the needs of the applicants.
The funds are then allocated by considering the amount of funds available each year.
The Foundation supports nonprofit organizations in Flathead County, with preference given to
those organizations whose work primarily serves the citizens of Whitefish. By law, grants may be
made only to nonprofit organizations that are considered tax-exempt under the provisions of Section
501(c)(3) of the Internal Revenue Code or are a publicly-owned tax-exempt organization.
“Success at our school is measured by your generosity.”
–Bissell-Olney School
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Cut Here
You Can Make A Difference
I want to support the Whitefish Community Foundation with my tax-deductible
gift of
$ _______________ (please make your check payable to the Whitefish
Community Foundation and mail to P. O. Box 1060, Whitefish, MT 59937)
Name_____________________________________________________________________
Address____________________________________________________________________
City ___________________________________________ State ________ Zip __________
Phone___________________ *Email ___________________________________________
*Credit card: AX/VI/MC _______________________________________ Exp: ___/___
Name on card: ____________________________________________________________
* An email address is required to process credit card donations
Credit card donations may also be made directly via a secure link on the
Foundation’s website, www.whitefishcommunityfoundation.org.
Please apply my donation to: r Endowment Fund
r Grant Fund 2007
r Unrestricted
r Operations
r Other (please specify)
----------------------------------------------------------------------------------------------
Ongoing Gifts
There are many ways in which your gift can help the charities in
Whitefish as well as reduce your income and estate taxes. These
include joining our Legacy Society by leaving assets in your will,
opening a Donor-Advised Fund, or gifting a life insurance policy. These
and many other charitable gift ideas are discussed on our website at
www.whitefishcommunityfoundation.org. Please consult the website or call
our office at 863-1781 for more information.
Thank You for Supporting Whitefish!
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Nonprofit
Organization
U.S. Postage Paid
Whitefish, MT 59937
Permit No. 35
214 West Second Street
P.O. Box 1060
Whitefish, Montana 59937
(406) 863-1781
www.whitefishcommunityfoundation.org
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