2018-11-15T11:32:32-06:00 2017-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2017-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064414955 PO BOX 92 HELENA MT 59624 JACKI FRANK FINANCE COMMITTEE CHAIR 4064414955 2018-11-13 1 KRYSTAL R STEWART P00762612 4064421040 2018-11-13 71.92.235.243 2018-11-13 12:19:09 MS P C9C3AABC380D918ADBE2F4B757A906D2B69C02CD C9C3AABC380D918ADBE2F4B757A906D2B69C02CD 2017 2019-02-21 02:37:17Z X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X X 74977 X 58541 2574 10986 10986 2876 74977 26523 25379 2438 1977 2377 18421 77115 -2138 360062 32047 389971 X 62866 66698 299053 329774 361919 396472 1857 6501 360062 389971 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. 26523 36843 36843 KAREN HICKS DIRECTOR 1.00 0 0 0 MARCY MCLEAN DIRECTOR 1.00 0 0 0 TOBY DEWOLF DIRECTOR 1.00 0 0 0 ALI MANDELL DIRECTOR 1.00 0 0 0 KACI CECH DIRECTOR 1.00 0 0 0 STEPHANIE BULL DIRECTOR 1.00 0 0 0 BRUCE HASWELL TREASURER 5.00 0 0 0 GLENNA WORTMAN-OBIE CHAIR 5.00 0 0 0 KATIE MEYER SECRETARY 5.00 0 0 0 MARGARET CORCORAN VICE PRESIDENT 5.00 0 0 0 ANN WAICKMAN EXECUTIVE DIRECTOR 20.00 16060 0 0 JACALYN BOYLE EXECUTIVE DIRECTOR 20.00 5092 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TARA PRESTON 33 NORTH LAST CHANCE GULCH HELENA MT 59601 4064414955 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 57240 62507 107139 109146 58541 394573 57240 62507 107139 109146 58541 394573 394573 5947 6940 7013 4141 2574 26615 421188 8665 0.93680 0.92510 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT EARNINGS-AGENCY ENDOWMENT . AMOUNT: 2,574. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: REGISTRATION FEES. AMOUNT: 2,876. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: 6TH WARD GARDEN PARK. GRANTEE ADDRESS: 1235 BOZEMAN STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 500. 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: 06/27/17. AMOUNT GIVEN: 500. 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: 06/27/17. AMOUNT GIVEN: 500. 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: 06/27/17. AMOUNT GIVEN: 1,000. 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: 06/27/17. AMOUNT GIVEN: 800. 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: 05/05/17. AMOUNT GIVEN: 10,733. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA AREA HABITAT FOR HUMANITY. GRANTEE ADDRESS: 1531 NATIONAL AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 1,000. 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: 06/27/17. AMOUNT GIVEN: 1,000. 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: 06/27/17. AMOUNT GIVEN: 540. 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: 06/27/17. AMOUNT GIVEN: 1,000. 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: 06/27/17. AMOUNT GIVEN: 500. 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: 06/27/17. 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: 06/27/17. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: ALTERNATIVE ENERGY RESOURCES ORGANIZATION. GRANTEE ADDRESS: 302 N LAST CHANCE GULCH #309 HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 500. 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: 06/27/17. AMOUNT GIVEN: 750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MONTANA ETHICAL HACKERS. GRANTEE ADDRESS: 312 FULLER AVENUE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 200. 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: 06/27/17. AMOUNT GIVEN: 1,000. 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: 06/27/17. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: INTERMOUNTAIN CHILDREN'S HOME. GRANTEE ADDRESS: 3240 DREDGE DRIVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: KAY MCKENNA YOUTH FOUNDATION. GRANTEE ADDRESS: PO BOX 1260 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: LINCOLN VOLUNTEER AMBULANCE SERVICE. GRANTEE ADDRESS: 2365 HIGHWAY 200 WEST LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LINCOLN COMMUNITY HALL. GRANTEE ADDRESS: 404 MAIN STREET LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/27/17. AMOUNT GIVEN: 500. 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: 06/27/17. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,523. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 177. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,800. TOTAL TO FORM 990-EZ, LINE 14: 1,977. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK CHARGES & INVESTMENT FEES . AMOUNT: 2,949. DESCRIPTION: ADVERTISING . AMOUNT: 200. DESCRIPTION: SUPPLIES . AMOUNT: 6,439. DESCRIPTION: COMPUTER EXPENSES . AMOUNT: 4,170. DESCRIPTION: MISCELLANEOUS . AMOUNT: 292. DESCRIPTION: PAYROLL TAXES . AMOUNT: 2,705. DESCRIPTION: INSURANCE . AMOUNT: 1,045. DESCRIPTION: BOARD EXPENSES . AMOUNT: 102. DESCRIPTION: TRAVEL . AMOUNT: 24. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS . AMOUNT: 495. TOTAL TO FORM 990-EZ, LINE 16: 18,421. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN - AGENCY ENDOWMENT. AMOUNT: 32,047. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 285,472. END OF YEAR AMOUNT: 316,543. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE . BEG. OF YEAR AMOUNT: 13,264. END OF YEAR AMOUNT: 11,591. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 317. END OF YEAR AMOUNT: 1,640. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 1,041. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCRUED PAYROLL AND TAXES . BEG. OF YEAR AMOUNT: 816. END OF YEAR AMOUNT: 1,826. DESCRIPTION: DUE TO MCF ENDOWMENT . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,675. 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.