2019-06-02T13:59:00-05:00 2018-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2018-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064414955 PO BOX 92 HELENA MT 59624 JACKI FRANK TREASURER 4064592658 2019-05-30 1 KRYSTAL R STEWART P00762612 4064421040 2019-05-22 71.92.235.243 2019-05-30 13:13:36 MD P F915ADCA0B0B6965725511D57A9107E1312A8916 C9C3AABC380D918ADBE2F4B757A906D2B69C02CD 2018 2019-02-21 02:37:17Z X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X X 86455 X 75826 3253 3715 3715 3661 86455 26707 36800 13655 2697 2707 21968 104534 -18079 389971 -25225 346667 X 66698 56070 329774 295933 396472 352003 6501 5336 389971 346667 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 78400 78400 X GLENNA WORTMAN-OBIE DIRECTOR 1.00 0 0 0 ALI MANDELL DIRECTOR 1.00 0 0 0 TORI HUNTHAUSEN DIRECTOR 1.00 0 0 0 SARA BERG DIRECTOR 1.00 0 0 0 RYAN O'CONNELL DIRECTOR 1.00 0 0 0 JEANNIE ETCHART DIRECTOR 1.00 0 0 0 MARGARET CORCORAN IMMEDIATE PAST PRESIDENT 1.00 0 0 0 KACI CECH VICE PRESIDENT 1.00 0 0 0 STEPHANIE BULL PRESIDENT 1.00 0 0 0 CURT LARSEN SECRETARY 1.00 0 0 0 JACKI FRANK TREASURER 5.00 0 0 0 JACALYN BOYLE EXECUTIVE DIRECTOR (PART YEAR) 20.00 19567 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JACKI FRANK 2630 SUNDANCE EAST HELENA MT 59635 4064592658 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 62507 107139 109146 58541 75826 413159 62507 107139 109146 58541 75826 413159 8116 405043 6940 7013 4141 2574 3253 23921 437080 10503 0.92670 0.93680 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT EARNINGS - AGENCY ENDOWMENT . AMOUNT: 3,253. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 3,661. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: BIG BROTHERS BIG SISTERS OF HELENA. GRANTEE ADDRESS: 30 W 6TH AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/16/18. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: CASA OF LEWIS & CLARK/BROADWATER COUNTIES. GRANTEE ADDRESS: 75 E LYNDALE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/16/18. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CHILD CARE CONNECTIONS. GRANTEE ADDRESS: 901 N. BENTON AVE. HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/16/18. AMOUNT GIVEN: 1,000. 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: 07/16/18. AMOUNT GIVEN: 1,200. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GREATER HELENA GIVES - GIVE LOCAL. GRANTEE ADDRESS: PO BOX 92 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 05/24/18. AMOUNT GIVEN: 7,632. 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: 07/16/18. AMOUNT GIVEN: 2,000. 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: 07/16/19. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LOST & FOUNDATION. GRANTEE ADDRESS: 517 KNIGHT ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 11/06/18. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA INDEPENDENT LIVING PROJECT. GRANTEE ADDRESS: 825 GREAT NORTHERN BLVD HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/16/18. AMOUNT GIVEN: 2,000. 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: 11/06/18. AMOUNT GIVEN: 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: 07/16/18. AMOUNT GIVEN: 2,000. 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: 07/16/18. AMOUNT GIVEN: 2,000. 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: 07/16/18. AMOUNT GIVEN: 625. 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: 07/16/18. AMOUNT GIVEN: 1,000. 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: 07/16/18. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA CIVIC TELEVISION. GRANTEE ADDRESS: 1015 POPLAR ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 11/01/18. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,707. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 427. DESCRIPTION: OTHER EXPENSES. AMOUNT: 2,270. TOTAL TO FORM 990-EZ, LINE 14: 2,697. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: TRANSFER TO MCF. AMOUNT: 2,660. DESCRIPTION: BANK CHARGES, INVESTMENT & OTHER . AMOUNT: 3,565. DESCRIPTION: ADVERTISING . AMOUNT: 5,126. DESCRIPTION: SUPPLIES . AMOUNT: 648. DESCRIPTION: COMPUTER EXPENSES . AMOUNT: 949. DESCRIPTION: MISCELLANEOUS . AMOUNT: 2,679. DESCRIPTION: PAYROLL TAXES . AMOUNT: 2,455. DESCRIPTION: INSURANCE . AMOUNT: 1,529. DESCRIPTION: BOARD EXPENSES . AMOUNT: 1,011. DESCRIPTION: TRAVEL . AMOUNT: 331. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS . AMOUNT: 1,015. TOTAL TO FORM 990-EZ, LINE 16: 21,968. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED LOSS AGENCY ENDOWMENT. AMOUNT: -25,225. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 316,543. END OF YEAR AMOUNT: 282,200. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE . BEG. OF YEAR AMOUNT: 11,591. END OF YEAR AMOUNT: 12,520. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 1,640. END OF YEAR AMOUNT: 1,213. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCRUED PAYROLL AND TAXES . BEG. OF YEAR AMOUNT: 1,826. END OF YEAR AMOUNT: 2,676. DESCRIPTION: DUE TO MCF ENDOWMENT . BEG. OF YEAR AMOUNT: 4,675. END OF YEAR AMOUNT: 2,660. 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.