ANACONDA COMMUNITY FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ANACONDA COMMUNITY FOUNDATION INC (EIN 37-1541903)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349328666
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T18:36:15-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN810478350PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RIVERS & RIVERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 W 3RD STAddressLine1Txt
CityANACONDACityNm
State AbbreviationMTStateAbbreviationCd
ZIP597112205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371541903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANACONDA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANACBusinessNameControlTxt
Phone4065635259PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1118 E 7TH STREET STE 2AAddressLine1Txt
CityANACONDACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59711ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE SLOCUMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4065635259PhoneNum
Signature2021-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHERINEPersonFirstNm
Person LastSLOCUMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICH RIVERSPreparerPersonNm
PTINP00834888PTIN
Phone4065633811PhoneNum
Preparation2021-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHERINE SLOCUMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 MACLUND DRAddressLine1Txt
CityANACONDACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59711ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$230,949GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ANACONDACOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionTO BUILD A PERMANENT FINANCIAL LEGACY TO SUPPORT CHARITABLE WORK IN THE ANACONDA AREA.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers16TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$29,483PYContributionsGrantsAmt
CY Contributions Grants$112,111CYContributionsGrantsAmt
PY Program Service Revenue$14,389PYProgramServiceRevenueAmt
CY Program Service Revenue$6,688CYProgramServiceRevenueAmt
PY Investment Income$125,890PYInvestmentIncomeAmt
CY Investment Income$112,150CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$169,762PYTotalRevenueAmt
CY Total Revenue$230,949CYTotalRevenueAmt
PY Grants And Similar Paid$26,795PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$109,492CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$72,016PYOtherExpensesAmt
CY Other Expenses$84,861CYOtherExpensesAmt
PY Total Expenses$98,811PYTotalExpensesAmt
CY Total Expenses$194,353CYTotalExpensesAmt
PY Revenues Less Expenses$70,951PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$36,596CYRevenuesLessExpensesAmt
Total Assets BOY$939,756TotalAssetsBOYAmt
Total Assets EOY$1,039,142TotalAssetsEOYAmt
Total Liabilities BOY$35,887TotalLiabilitiesBOYAmt
Total Liabilities EOY$100,025TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$903,869NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$939,117NetAssetsOrFundBalancesEOYAmt
MissionTO BUILD A PERMANENT FINANCIAL LEGACY TO SUPPORT CHARITABLE WORK IN THE ANACONDA AREA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$179,324ExpenseAmt
Grant$109,492GrantAmt
Revenue$6,687RevenueAmt
DescGRANTS AND SUPPORT TO LOCAL ORGANIZATIONS TO ALLEVIATE POVERTY AND PROMOTE PUBLIC CHARITY.Desc
Total Program Service Expenses$179,324TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL O'ROURKEPersonNm
Phone4065635259PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1118 EAST SEVENTH STREETAddressLine1Txt
CityANACONDACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59711ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ABBY KOVACICH
TREASUERYes (X)Yes (X)$0$0$0
VIRGINIA LORAN
VICE PRESIDEYes (X)Yes (X)$0$0$0
KATHERINE SLOCUM
PRESIDENTYes (X)Yes (X)$0$0$0
MORGAN SMITH
SECRETARYYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$45,761GovernmentGrantsAmt
All Other Contributions$66,350AllOtherContributionsAmt
Total Contributions$112,111TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Total Revenue Column$6,688TotalRevenueColumnAmt
Related Or Exempt Func Income$6,688RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,688TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$101,068TotalRevenueColumnAmt
Exclusion$101,068ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$11,082OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$11,082OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,082TotalRevenueColumnAmt
Exclusion$11,082ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$230,949TotalRevenueColumnAmt
Related Or Exempt Func Income$6,688RelatedOrExemptFuncIncomeAmt
Exclusion$112,150ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$109,492TotalAmt
Program Services$109,492ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$46,500TotalAmt
Program Services$46,500ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,800TotalAmt
Management And General$8,800ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,508TotalAmt
Management And General$3,508ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,340TotalAmt
Program Services$1,340ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,844TotalAmt
Program Services$3,844ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$942TotalAmt
Program Services$754ProgramServicesAmt
Management And General$188ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM SERVICE EXPENSE$8,846$8,846
PASS-THROUGH FUNDS$7,744$7,744
DUES AND SUBSCRIPTIONS$3,217$804$2,413
MEETING EXPENSE$120$120

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$194,353TotalAmt
Program Services$179,324ProgramServicesAmt
Management And General$15,029ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$65,951BOYAmt
EOY$142,634EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$15,772BOYAmt
EOY$15,964EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$836,470BOYAmt
EOY$812,660EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$21,563BOYAmt
EOY$17,884EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$50,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$939,756BOYAmt
EOY$1,039,142EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,887BOYAmt
EOY$100,025EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,887BOYAmt
EOY$100,025EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,740BOYAmt
EOY$11,045EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$888,129BOYAmt
EOY$928,072EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$903,869BOYAmt
EOY$939,117EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$939,756BOYAmt
EOY$1,039,142EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$36,596ReconcilationRevenueExpnssAmt
Prior Period Adjustments-$1,348PriorPeriodAdjustmentsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,776CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$143,814CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,483CurrentTaxYearMinus1YearAmt
Current Tax Year$112,111CurrentTaxYearAmt
Total$433,332TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,776CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$143,814CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$70,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,483CurrentTaxYearMinus1YearAmt
Current Tax Year$112,111CurrentTaxYearAmt
Total$433,332TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$433,332PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$43,916CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$95,223CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$37,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$155,642CurrentTaxYearMinus1YearAmt
Current Tax Year$101,068CurrentTaxYearAmt
Total$358,682TotalAmt
FieldValueIRS element (for citing)
Total Support$792,014TotalSupportAmt
Gross Receipts Rltd Activities$3,996GrossReceiptsRltdActivitiesAmt
Public Support CY1700.54710PublicSupportCY170Pct
Public Support PY1700.61180PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAGENCY FUNDSDesc
Amt$100,025Amt
FieldValueIRS element (for citing)
Total Liability$100,025TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
VARIOUS LOCAL ORGANIZATIONS
118 E SEVENTH STREETANACONDAMT597113$43,092COVID RELATED ASST.
ANACONDA LOCAL DEVELOPMENT CORP
118 E SEVENTH STREETANACONDAMT597113$65,900COVID RELTATED ASST

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PROVIDED TO GOVERNING BODY UPON REQUEST
FORM 990, PAGE 6, PART VI, LINE 12CPOLICY ENFORCED ON AN AS NEEDED BASIS
FORM 990, PAGE 6, PART VI, LINE 19COPIES OF GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUEST OR REQUEST IN PERSON AT THE ORGANIZATIONS OFFICE.

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