2020-10-06T09:42:38-05:00 2019-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2019-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064414955 PO BOX 92 HELENA MT 59624 JACKI FRANK TREASURER 4064592658 2020-10-05 1 KRYSTAL R STEWART CPA P00762612 4064421040 2020-10-02 71.92.235.242 2020-10-05 10:28:55 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 33613E18C906954FF2255297062282C3E9BAF92A 2019 2021-01-29 14:40:06Z X X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X X 90040 X 71650 3771 8621 8621 5998 90040 26771 50257 5056 3854 3960 27198 117096 -27056 346667 35145 354756 X 56070 30046 295933 328610 352003 358656 5336 3900 346667 354756 X FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. THE GRANTS AS LISTED IN THIS RETURN ARE FUNDED WITH EARNINGS FROM AN ENDOWMENT FUND HELD AS AN ASSET OF MONTANA COMMUNITY FOUNDATION, AN AGENCY ENDOWMENT FUND HELD FOR HACF AT MCF, BOARD DESIGNATED FUNDS AND FUNDS RECEIVED FOR RE-GRANTING. 0 84956 84956 X GLENNA WORTMAN-OBIE DIRECTOR 1.00 0 0 0 MARGARET CORCORAN DIRECTOR 1.00 0 0 0 KACI CECH DIRECTOR 20.00 6864 0 0 TORI HUNTHAUSEN DIRECTOR 1.00 0 0 0 SARA BERG DIRECTOR 1.00 0 0 0 MARK BARRY DIRECTOR 1.00 0 0 0 STEPHANIE BULL PAST PRESIDENT 1.00 0 0 0 CURT LARSEN PRESIDENT 1.00 0 0 0 JACKI FRANK TREASURER 5.00 0 0 0 JEANNIE ETCHART VICE PRESIDENT 1.00 0 0 0 EMILY FLEMMING FRAZIER EXECUTIVE DIRECTOR 40.00 11154 0 0 KIM LLOYD SECRETARY 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACKI FRANK 1289 CAMBRAY LOOP HELENA MT 59602 4064592658 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 107139 109146 58541 75826 71650 422302 107139 109146 58541 75826 71650 422302 7878 414424 7013 4141 2574 3253 3771 20752 443054 13670 0.93540 0.92670 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOWMENT. AMOUNT: 3,771. TOTAL TO FORM 990-EZ, LINE 14: 3,854. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 5,998. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: BIKE WALK MONTANA INC. GRANTEE ADDRESS: 910 E LYNDALE AVE SUITE E HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: LIFE SKILLS. GRANTEE NAME: CAREER TRAINING INSTITUTE. GRANTEE ADDRESS: 347 N. LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: FAMILY PROMISE OF GREATER HELENA. GRANTEE ADDRESS: PO BOX 939 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GIRLS THRIVE. GRANTEE ADDRESS: PO BOX 1771 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA COMMUNITY GARDENS. GRANTEE ADDRESS: PO BOX 1222 HELENA, MT 59624-1222. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FOOD SHARE. GRANTEE ADDRESS: 1616 LEWIS ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 1,400. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: HOLTER MUSEUM OF ART. GRANTEE ADDRESS: 12 E LAWRENCE STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LEWIS & CLARK LITERACY COUNCIL. GRANTEE ADDRESS: 815 FRONT STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 1,365. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LEWIS AND CLARK LIBRARY FOUNDATION. GRANTEE ADDRESS: 120 S LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA SHARES. GRANTEE ADDRESS: 910 E LYNDALE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: MYRNA LOY CENTER. GRANTEE ADDRESS: 15 NORTH EWING HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: YOUTH. GRANTEE NAME: ROCKY MOUNTAIN DEVELOPMENT COUNCIL HEAD START. GRANTEE ADDRESS: 200 SOUTH CRUSE AVE. HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: THE ANGEL FUND. GRANTEE ADDRESS: PO BOX 7436 HELENA, MT 59604. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: DOMESTIC VIOLENCE PREVENTION. GRANTEE NAME: THE FRIENDSHIP CENTER. GRANTEE ADDRESS: 1430 SANDERS HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: WEST MONT. GRANTEE ADDRESS: 2708 BOZEMAN AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: YOUTH CONNECTIONS. GRANTEE ADDRESS: 1025 N RODNEY HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: PRICKLY PEAR LAND TRUST. GRANTEE ADDRESS: 21 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: COHESION DANCE PROJECT. GRANTEE ADDRESS: 1020 ARGYLE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: EXPLORATION WORKS INC. GRANTEE ADDRESS: 995 CAROUSEL WAY HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: NORTH JEFFERSON COUNTY PUBLIC LIBRARY DISTRICT. GRANTEE ADDRESS: 3 N MAIN CLANCY, MT 59634. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA NONPROFIT ASSOCIATION. GRANTEE ADDRESS: 7 W 6TH AVE #504 HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA WATERSHEP COORDINATIONS. GRANTEE ADDRESS: PO BOX 1416 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA EDUCATION FOUNDATION. GRANTEE ADDRESS: 55 S RODNEY ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GOOD SAMARITAN MINISTRIES. GRANTEE ADDRESS: 3067 N MONTANA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/10/19. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MUSIKANTEN MONTANA. GRANTEE ADDRESS: 530 N EWING HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA FREE PRESS. GRANTEE ADDRESS: PO BOX 1425 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA COALITION AGAINST DOMESTIC AND SEXUAL GRANTEE NAME: MONTANA COALITION AGAINST DOMESTIC AND SEXUAL. GRANTEE ADDRESS: PO BOX 818 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: ARCHIE BRAY FOUNDATION OF CERAMIC ARTS. GRANTEE ADDRESS: 2915 COUNTRY CLUB AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: HAWTHORNE ELEMENTARY SCHOOL. GRANTEE ADDRESS: 430 MADISON AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: FAMILY OUTREACH. GRANTEE ADDRESS: 1236 HELENA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/05/19. AMOUNT GIVEN: 406. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,771. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 363. DESCRIPTION: OTHER EXPENSES. AMOUNT: 3,491. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADVERTISING. AMOUNT: 3,054. DESCRIPTION: SUPPLIES. AMOUNT: 2,038. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 2,115. DESCRIPTION: MISCELLANEOUS. AMOUNT: 6,671. DESCRIPTION: PAYROLL TAXES. AMOUNT: 4,516. DESCRIPTION: INSURANCE. AMOUNT: 2,074. DESCRIPTION: BOARD EXPENSES. AMOUNT: 119. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 534. DESCRIPTION: BANK FEES & INVESTMENT CHARGES. AMOUNT: 3,821. DESCRIPTION: CONTRIBUTIONS. AMOUNT: 75. DESCRIPTION: DONOR CULTIVATION. AMOUNT: 2,181. TOTAL TO FORM 990-EZ, LINE 16: 27,198. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN AGENCY ENDOWMENT. AMOUNT: 35,145. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF. BEG. OF YEAR AMOUNT: 282,200. END OF YEAR AMOUNT: 312,522. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE. BEG. OF YEAR AMOUNT: 12,520. END OF YEAR AMOUNT: 14,821. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 417. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,213. END OF YEAR AMOUNT: 850. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCRUED PAYROLL AND TAXES. BEG. OF YEAR AMOUNT: 2,676. END OF YEAR AMOUNT: 3,675. DESCRIPTION: DUE TO MCF ENDOWMENT. BEG. OF YEAR AMOUNT: 2,660. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 225. 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.