2017-11-15T14:43:34-06:00 2016-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2016-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064414955 PO BOX 92 HELENA MT 59624 JACALYN BOYLE EXECUTIVE DIRECTOR 4064414955 2017-11-15 1 KRYSTAL R STEWART P00762612 4064421040 2017-11-14 71.92.235.235 2017-11-15 08:09:44 MS P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 AB839DB4A1569C9D606ADD580F5B8BEE8C8604B5 2016 2017-02-10 21:41:12Z X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X X 134399 X 109146 4141 19977 19977 1135 134399 69037 24668 10227 1811 2317 14193 122253 12146 367368 -19452 360062 X 60534 62866 310075 299053 370609 361919 3241 1857 367368 360062 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 90769 90769 ANN WAICKMAN EXECUTIVE DIRECTOR 20.00 20750 0 0 BRUCE HASWELL DIRECTOR 1.00 0 0 0 GLENNA WORTMAN-OBIE VICE PRESIDENT 5.00 0 0 0 JASON JEWETT IMMEDIATE PAST PRESIDENT 1.00 0 0 0 KAREN HICKS DIRECTOR 1.00 0 0 0 KATIE MEYER SECRETARY 5.00 0 0 0 MARCY MCLEAN PRESIDENT 5.00 0 0 0 MARGARET CORCORAN TREASURER 5.00 0 0 0 TOBY DEWOLF DIRECTOR 1.00 0 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 45819 57240 62507 107139 109146 381851 45819 57240 62507 107139 109146 381851 1288 380563 5495 5947 6940 7013 4141 29536 411387 7649 0.92510 0.90550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOW . AMOUNT: 4,141. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: MISCELLANEOUS INCOME . AMOUNT: 1,135. 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: 09/22/16. 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: 09/22/16. AMOUNT GIVEN: 750. 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: 09/22/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: PAD FOR PAWS FOUNDATION. GRANTEE ADDRESS: PO BOX 287 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FAMILY YMCA. GRANTEE ADDRESS: 1200 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GIVE LOCAL. GRANTEE ADDRESS: PO BOX 92 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/17/16. AMOUNT GIVEN: 53,942. 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: 09/22/16. 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: 09/22/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: CLAY ARTS GUILD OF HELENA. GRANTEE ADDRESS: 3025 BOZEMAN AVE #3 HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: FOUR GEORGIANS ELEMENTARY SCHOOL. GRANTEE ADDRESS: 555 W CUSTER AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 600. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HEALTHY MOTHERS HEALTHY BABIES. GRANTEE ADDRESS: 400 N PARK AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HISTORICAL. GRANTEE NAME: LEWIS & CLARK CO HISTORICAL SOCIETY. GRANTEE ADDRESS: 316 N PARK AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 955. 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: 09/22/16. AMOUNT GIVEN: 500. 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: 09/22/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HEALTHCARE. GRANTEE NAME: MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION. GRANTEE ADDRESS: 2625 WINNE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. 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: 09/22/16. AMOUNT GIVEN: 540. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HEALTHCARE. GRANTEE NAME: PLANNED PARENTHOOD OF MONTANA. GRANTEE ADDRESS: 1500 CANNON ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 750. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: SPRING MEADOW RESOURCES. GRANTEE ADDRESS: 2850 BROADWATER AVE HELENA, MT 59602. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: THE FOUNDATION FOR ANIMALS. GRANTEE ADDRESS: PO BOX 389 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: UNITED WAY OF LEWIS & CLARK AREA. GRANTEE ADDRESS: 75 E LYNDALE AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 09/22/16. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 69,037. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 211. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,600. TOTAL TO FORM 990-EZ, LINE 14: 1,811. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER FEES. AMOUNT: 3,087. DESCRIPTION: ADVERTISING . AMOUNT: 100. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 80. DESCRIPTION: SUPPLIES . AMOUNT: 6,274. DESCRIPTION: COMPUTER EXPENSES . AMOUNT: 250. DESCRIPTION: MISCELLANEOUS . AMOUNT: 785. DESCRIPTION: PAYROLL TAXES . AMOUNT: 2,475. DESCRIPTION: INSURANCE . AMOUNT: 386. DESCRIPTION: BOARD EXPENSES . AMOUNT: 156. DESCRIPTION: TRAINING. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 14,193. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS. AMOUNT: -19,452. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 297,044. END OF YEAR AMOUNT: 285,472. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE . BEG. OF YEAR AMOUNT: 12,503. END OF YEAR AMOUNT: 13,264. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 528. END OF YEAR AMOUNT: 317. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 2,622. END OF YEAR AMOUNT: 1,041. DESCRIPTION: ACCRUED PAYROLL TAXES . BEG. OF YEAR AMOUNT: 619. END OF YEAR AMOUNT: 816. 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.