2016-11-15T16:06:50-06:00 2015-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2015-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064414955 PO BOX 92 HELENA MT 59624 ANN WAICKMAN EXECUTIVE DIRECTOR 4064414955 2016-11-02 1 KRYSTAL R STEWART P00762612 4064421040 2016-11-01 2015 2017-02-10 21:41:12Z X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X X 120848 X 107139 7013 6696 6696 120848 50271 6379 6332 1852 2309 21571 88714 32134 342240 -7006 367368 X 32945 60534 309295 310075 342240 370609 0 3241 342240 367368 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 65080 65080 MARGARET CORCORAN TREASURER 5.00 0 0 0 JASON JEWETT IMMEDIATE PAST PRESIDENT 1.00 0 0 0 MARCY MCLEAN PRESIDENT 5.00 0 0 0 ANN WAICKMAN EXECUTIVE DIRECTOR 20.00 2190 0 0 ALICIA PICHETTE DIRECTOR 1.00 0 0 0 KAREN HICKS DIRECTOR 1.00 0 0 0 TOBY DEWOLF DIRECTOR 1.00 0 0 0 KATIE MEYER SECRETARY 5.00 0 0 0 GLENNA WORTMAN-OBIE VICE PRESIDENT 5.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN WAICKMAN 1 NORTH LAST CHANCE GULCH 1 HELENA MT 59601 4064414955 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 56558 45819 57240 62507 107139 329263 56558 45819 57240 62507 107139 329263 3756 325507 4822 5495 5947 6940 7013 30217 359480 8623 0.90550 0.86560 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: 7,013. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: HISTORICAL. GRANTEE NAME: HELENA 150. GRANTEE ADDRESS: 316 NORTH PARK HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 02/24/15. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: FRANK PHILLIPS COLLEGE. GRANTEE ADDRESS: PO BOX 5118 BORGER, TX 79008. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/11/15. AMOUNT GIVEN: 250. 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: 05/18/15. AMOUNT GIVEN: 48,021. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 50,271. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 352. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 14: 1,852. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 3,444. DESCRIPTION: ADVERTISING . AMOUNT: 1,456. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 575. DESCRIPTION: SUPPLIES . AMOUNT: 14,661. DESCRIPTION: MISCELLANEOUS . AMOUNT: 248. DESCRIPTION: PAYROLL TAXES . AMOUNT: 970. DESCRIPTION: BOARD EXPENSES . AMOUNT: 90. DESCRIPTION: TRAVEL . AMOUNT: 127. TOTAL TO FORM 990-EZ, LINE 16: 21,571. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS. AMOUNT: -7,006. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 308,415. END OF YEAR AMOUNT: 297,044. DESCRIPTION: ENDOWMENT DISTRIBUTION RECEIVABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 12,503. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 880. END OF YEAR AMOUNT: 528. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,622. DESCRIPTION: ACCRUED PAYROLL TAXES . BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 619. 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.