2016-11-14T16:31:46-06:00 2016-06-30 910189318 Moss Adams LLP 805 SW Broadway Suite 1200 Portland OR 97205 990 2015-07-01 810450150 Montana Community Foundation Inc MONT 4064438313 1 N Last Chance Gulch No 1 Helena MT 59601 Mary Rutherford President/CEO 4064438313 2016-11-14 1 Wendy Campos P00448102 5032421447 2016-11-14 2015 2017-02-10 21:41:12Z Mary Rutherford 1 N Last Chance Gulch No 1 Helena MT 59601 34540956 0 X www.mtcf.org X 1988 MT TO CULTIVATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH, SERVING AS A CENTER FOR PHILANTHROPY IN MONTANA AND PRUDENTLY MANAGING ENDOWMENTS WHICH EMPOWER COMMUNITIES AND MAKE MONTANA A GREAT PLACE TO LIVE. 17 17 15 17 0 0 6495061 4021206 932701 1032078 8051981 2057129 14711 6359 15494454 7116772 3675708 4131888 0 0 745585 1021649 0 0 421615 1924421 1987714 6345714 7141251 9148740 -24479 79212314 78887636 12033039 11852480 67179275 67035156 Montana Community Foundation cultivates a culture of giving so Montana communities can flourish. 0 0 4580201 4131888 1038437 The Foundation accumulates permanent wealth from which grants are made to support charitable work. The focus of activities are working with donors who want to provide long-term support for charitable services, communities to build unrestricted funds to meet changing needs, and policy makers to implement systematic changes to improve the quality of life for Montanans. 4580201 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 60 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 MT X X Emily Kovarik CPA 4064438313 1 N Last Chance Gulch Suite 1 Helena MT 59601 Dan Clark director 2.00 X 0 0 0 Jeff Bretherton Director 2.00 X 0 0 0 LAURA BREHM director 2.00 X 0 0 0 KELLY BRUGGEMAN director 2.00 X 0 0 0 BARBARA BYRNE director 2.00 X 0 0 0 JO ANNE EDER director 2.00 X 0 0 0 GREG HANSON director 2.00 X 0 0 0 KAREN LATKA director 2.00 X 0 0 0 CASEY LOZAR director 2.00 X 0 0 0 SCOTT PANKRATZ director 2.00 X 0 0 0 MARY ANN PHIPPS director 2.00 X 0 0 0 TAWYNA RUPE director 2.00 X 0 0 0 CAMI SKINNER director 2.00 X 0 0 0 Mary Craigle Board Chair 2.00 X X 0 0 0 Brian Patrick Secretary 2.00 X X 0 0 0 Cynthia Woods Vice Chair 2.00 X X 0 0 0 DALE WOOLHISER Treasurer 2.00 X X 0 0 0 Mary Rutherford CEO/President 40.00 X 170005 0 17341 Emily Kovarik CFO 40.00 X 74617 0 9807 244622 0 27148 1 0 1 0 Merrill Lynch Global Wealth Management 550 N 31st Suite 100 Billings MT 59101 Investment Management 407020 1 4021206 356429 4021206 Administrative Fees 525990 1032078 1032078 1032078 1665450 1665450 27815863 27424184 391679 391679 391679 Other Income 900099 6359 6359 6359 7116772 1038437 0 2057129 3492384 3492384 639504 639504 237813 47563 125648 64602 633061 174508 243084 215469 29574 8137 11042 10395 58549 14784 24934 18831 62652 15060 28013 19579 949340 949340 9302 983 7441 878 40456 40456 407020 407020 60418 29030 30663 725 72150 7867 45960 18323 81580 18160 51116 12304 58958 14073 33791 11094 73755 26706 24358 22691 58172 16592 22266 19314 35427 11047 20066 4314 26527 26527 7469 7469 Miscellaneous 57404 14067 40241 3096 Return of Endowments 49736 49736 7141251 4580201 2139435 421615 152524 213217 2677031 2556680 32130 42666 232373 143530 91319 88843 75186425 74951525 1072885 1034705 79212314 78887636 98344 121828 779534 948607 11155161 10782045 12033039 11852480 X 1094656 895966 15293554 12773886 50791065 53365304 67179275 67035156 79212314 78887636 X -24479 -271990 152350 X 0 1 X 1 0 X 2956696 2719454 4227664 6495061 4021206 20420081 2956696 2719454 4227664 6495061 4021206 20420081 2665915 17754166 1548258 1569206 1596473 1732397 1665450 8111784 28531865 4745048 0.62230 0.63100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 7141251 7141251 507063 126766 0 0 399760 0 0 0 399760 599640 10006 0 0 0 10006 99940 0 0 0 99940 149910 96 81 1195796 215425 1632135 664316 15188562 9094474 1 1 64483181 2309439 1340537 2537757 1204225 64391175 61801404 2411453 3110522 1765661 1074537 64483181 54253801 1994003 8874359 2206112 1114647 61801404 48553661 2499909 6096100 1916495 979374 54253801 49380097 2281302 -348566 1800773 958399 48553661 0.00000 1.00000 0.00000 0 0 232373 143530 88843 88843 pooled investments 74951525 F 74951525 Charitable Remainder Unitrusts 81726 funds held as agency endowments 8881999 charitable and deferred gift annuities 1807447 Capital Lease Payable 10873 10782045 X 5576388 -271990 -271990 5848378 1268394 1268394 7116772 5720506 0 5720506 1420745 1420745 7141251 Part V, Line 4: The endowment funds of the Montana Community Foundation support charitable efforts in Montana, helping to empower communities and make Montana a great place to live. Part X, Line 2: THE FOUNDATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE (IRC), EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE FOUNDATION COMPLIES WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. AS OF JUNE 30, 2016 AND 2015, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. Part XI, Line 4b - Other Adjustments: Agency Endowment Fund Activity 373,551. Management Fee 854,978. Change in Value of Split-Interest Agreements -16,752. Change in Value of Beneficial Interest In Pooled Income Fund 56,617. Part XII, Line 4b - Other Adjustments: Management Fees 854,978. Agency Endowment Fund Activity 565,767. Central America and the Caribbean 0 0 INVESTMENTS 220000 0 0 0 0 0 0 220000 0 220000 1 0 1 0 0 0 Part I, line 3: Investments are accounted for in the organization's financial statements using the fair market value of each fund per the Merrill Lynch investment statement. The amount in column (f) is the cost basis per Merrill Lynch. 1 The Nest PO Box 113 Charlo MT 59824 462571797 501(c)3 250000 Unrestricted operating support Camp Mak-A-Dream PO Box 1450 Missoula MT 598061450 810472959 501(c)3 234500 Unrestricted support; Wellness center Stanford Library Guild Inc PO Box 486 Standford MT 59479 273159012 501(c)3 200091 Unrestricted operating support Divine Mercy Academy 104 AL Place Belgrade MT 59714 460532968 501(c)3 100000 School Expansion Animeals 1700 Rankin St Missoula MT 59808 204694132 501(c)3 60500 Unrestricted operating support; Keep it Going! Yellowstone Boys and Girls Ranch Foundation Inc PO Box 80807 Billings MT 59108 810419905 501(c)3 59232 2015 Annual Distribution; Remodel Great Falls Symphony Association PO Box 1078 Great Falls MT 59403 816014907 501(c)3 57475 2015 Annual Distribution; program support Missoula Community Foundation PO Box 8806 Missoula MT 59806 810539830 501(c)3 54911 2015 Annual Distribution; Give Local Program; USDA/RCDI pgrm American Indian Institute 502 West Mendenhall Street Bozeman MT 59715 810339551 501(c)3 52722 2015 Annual Distribution; Youth programs; Make-A-Wish Foundation of America 4742 N 24th St 400 Phoenix AZ 85016 860481941 501(c)3 50000 To Make Wishes Come True Augusta Youth Center PO Box 9 Augusta MT 59410 810262409 501(c)3 50000 Operating support Yellowstone Art Museum 401 N 27th St Billings MT 59101 816014902 501(c)3 48929 2015 Annual Distribution; Support for visiting Artists and Lecturers Helena Area Community Foundation PO Box 92 Helena MT 59624 810536902 501(c)3 42836 2015 Annual Distribution; Give Local Program Alberta Bair Theater PO Box 1556 Billings MT 59103 810406157 501(c)3 40062 2015 Annual Distribution University of Montana Foundation PO Box 7159 Missoula MT 59807 810362989 501(c)3 39662 2015 Annual Distribution; NABGA; Fund Central Information Structure Helena Presents (Myrna Loy Center) 15 N Ewing Helena MT 59601 510185430 501(c)3 36158 2015 Annual Distribution; Operating support Yellowstone River Parks Association PO Box 1201 Billings MT 591031201 364096295 501(c)3 32391 2015 Annual Distribution; Memorial Shelter at Shilou Pond Holter Museum of Art 12 East Lawrence Street Helena MT 59601 810472958 501(c)3 32026 2015 Annual Distribution Boys & Girls Club of the Northern Cheyenne Nation PO Box 309 Lame Deer MT 59043 363945776 501(c)3 31229 2015 Annual Distribution; Support Executive Assistant position Montana Professional Teaching Foundation 1232 East 6th Avenue Helena MT 59601 810511792 501(c)3 28649 2015 Annual Distribution; Operating support Valley County Community Foundation PO Box 304 Glasgow MT 59230 810526746 501(c)3 26251 2015 Annual Distribution Yellowstone Park Foundation 222 East Main Bozeman MT 59715 830311166 501(c)3 26209 2015 Annual Distribution; Cutthroat Project at Yellowstone Lake Family Promise of Yellowstone Valley 40 10th Street West Billings MT 59102 200323622 501(c)3 25270 Program support and special events Rocky Mountain Bible Mission 1515 Fairview Ave Ste 200 Missoula MT 59801 810303852 501(c)3 25000 $20k for Camp Utmost; $5k general support Montana Budget and Policy Center 101 N Last Chance Gulch Suite 220 Helena MT 59601 800624179 501(c)3 24820 WFM Grant Cycle; Research Proposal Blackfeet Reservation Development Fund Inc PO Box 3029 Browning MT 594173029 363784925 501(c)3 24171 2015 Annual Distribution Seeley Lake Community Foundation PO Box 25 Seeley Lake MT 59868 311711576 501(c)3 23149 2015 Annual Distribution Bigfork Center for the Performing Arts Foundation 526 Electric Ave Bigfork MT 59911 810424706 501(c)3 22449 2015 Annual Distribution; Maintain the flowers Life Skills Fore Montana Youth Inc DBA First Tee of Montana 821 N 27th Street Billings MT 59101 760755227 501(c)3 20000 Purchase golf equipment for local schools Absarokee Community Foundation PO Box 72 Absarokee MT 59001 731658638 501(c)3 18504 2015 Annual Distribution Apostles Evangelical Lutheran Church 3140 Broadwater Ave Billings MT 59102 816035157 501(c)3 17560 2015 Annual Distribution; Principle pay-down on building Greater Polson Community Foundation PO Box 314 Polson MT 59860 262883184 501(c)3 17319 2015 Annual Distribution Greater Gallatin United Way 945 Technology Blvd Ste 10-F Bozeman MT 59718 810384820 501(c)3 16824 2015 Annual Distribution Montana State University Foundation PO Box 172750 Bozeman MT 597172750 816001649 501(c)3 16734 2015 Annual Distribution Helena Education Foundation PO Box 792 Helena MT 59604 810544494 501(c)3 15075 2015 Annual Distribution Montana Nonprofit Association PO Box 1744 Helena MT 59624 731654969 501(c)3 15000 Principles and Practices for Nonprofits First United Methodist Church 610 Second Avenue North Great Falls MT 59401 810235852 501(c)3 15000 Program support Montana Wilderness Association Inc 80 South Warren St Helena MT 596015700 510198932 501(c)3 14800 2015 Annual Distribution Bozeman Public Library Foundation 626 E Main St Bozeman MT 597153768 810405940 501(c)3 14750 2015 Annual Distribution; Unrestricted operating support West Yellowstone Foundation PO Box 255 West Yellowstone MT 597580255 810494366 501(c)3 14406 2015 Annual Distribution Manhattan High School 416 North Broadway Manhattan MT 59741 816000410 GOVT 14338 2015 Annual Distribution United Way of Lewis & Clark Area PO Box 862 Helena MT 59624 816017354 501(c)3 14123 2015 Annual Distribution Roundup Memorial Hospital Association PO Box 40 Roundup MT 59072 810245848 501(c)3 14083 2015 Annual Distribution Missoula Symphony Association PO Box 8301 Missoula MT 59807 810290730 501(c)3 13220 2015 Annual Distribution; Symphony at the Park Jefferson Valley Community Foundation PO Box 144 Whitehall MT 59759 463196448 501(c)3 12169 2015 Annual Distribution Montana Women Vote 725 W Alder St Ste 21 Missoula MT 59802 810362732 501(c)3 12000 Program support United Way of Yellowstone County 2173 Overland Ave Billings MT 59102 810287507 501(c)3 12000 $6k Basic needs of youth; $6k Best Beginning Council Education Foundation for Billings Public Schools 415 N 30th St Suite 312 Billings MT 59101 810452904 501(c)3 11507 2015 Annual Distribution; $500 Backpack Meal Program Community Foundation for a Better Bigfork PO Box 1439 Bigfork MT 59911 237067099 501(c)3 11362 2015 Annual Distribution Helena YMCA 1200 N Last Chance Gulch Helena MT 59601 810231815 501(c)3 11321 2015 Annual Distribution Prickly Pear Land Trust PO Box 892 Helena MT 59624 810506868 501(c)3 11318 2015 Annual Distribution Hopa Mountain Inc 234 E Babcock Suite E Bozeman MT 59715 841635749 501(c)3 11229 2015 Annual Distribution Billings Community Foundation PO Box 1255 Billings MT 59103 204286919 501(c)3 11047 2015 Annual Distribution; Give Local Programs; Operating costs Friends of the Pioneer Museum PO Box 975 Glasgow MT 59230 810479627 501(c)3 11023 2015 Annual Distribution Make A Wish Montana 175 North 27th Street Ste 1214 Billings MT 59101 300882267 501(c)3 11000 To Fund Wishes Intermountain Children's Home 500 S Lamborn Helena MT 59601 810231775 501(c)3 10777 2015 Annual Distribution; General support; Support children's nees. Beacon Community Foundation PO Box 726 Scobey MT 59263 810498333 501(c)3 10560 2015 Annual Distribution Musselshell Valley Community Foundation PO Box 713 Roundup MT 59072 810512493 501(c)3 10392 2015 Annual Distribution St Peter's Hospital Foundation 2475 Broadway Helena MT 59601 810392270 501(c)3 10162 2015 Annual Distribution Montana Technology Enterprise Center 1121 East Broadway Missoula MT 59802 810529738 501(c)3 10000 2015 Annual Distribution Missoula International School 1100 Harrison Missoula MT 59802 810501614 501(c)3 10000 Unrestricted operating support Madison Valley Rural Fire Department PO Box 68 Ennis MT 59729 810426522 GOVT 10000 Unrestricted operating support Wolf Point Public Schools 710 4th Ave N Wolf Point MT 592011212 816000891 gOVT 10000 Western Bank of WP Endowment High School Gym St Thomas More Academy 6456 E Bristol Rd Burton MI 48519 383023152 501(c)3 10000 $5k School Campus repairs; $5k General operating support Ulm Public Schools PO Box 189 Ulm MT 59485 816000160 GOVT 10000 After School Program American Association of University Women Billings Branch 3130 Gregory Drive Billings MT 59102 477112138 501(c)3 10000 Support funding of scholarships Heroes and Horses Inc PO Box 35 Manhattan MT 59741 464639973 501(c)3 10000 Unrestricted operating support Helena Symphony PO Box 1073 Helena MT 59624 810523705 501(c)3 9988 2015 Annual Distribution Montana Audubon PO Box 595 Helena MT 59624 810412530 501(c)3 9940 2015 Annual Distribution Humane Society of Western Montana 5930 Highway 93 South Missoula MT 59804 810290933 501(c)3 9294 2015 Annual Distribution; $1,000 general operting support Montana Land Reliance PO Box 355 Helena MT 59624 810369262 501(c)3 9288 2015 Annual Distribution Tumbleweed Runaway Program Inc 505 North 24th St Billings MT 59101 363343886 501(c)3 9274 2015 Annual Distribution; General operating support Planned Parenthood of Montana 1116 Grand Ave STE 201 Billings MT 59101 810307201 501(c)3 9270 2015 Annual Distribution; Unrestricted operating support Rural Dynamics IncConsumer Credit Counseling Service 2022 Central Ave Great Falls MT 59401 810303443 501(c)3 9200 2015 Annual Distribution Museum of the Rockies 600 West Kagy Boulevard Bozeman MT 59717 816016828 501(c)3 9165 2015 Annual Distribution Stevensville Community Foundation PO Box 413 Stevensville MT 59870 810490459 501(c)3 8935 2015 Annual Distribution Roberts Community Foundation PO Box 284 Roberts MT 59070 841425182 501(c)3 8877 2015 Annual Distribution Indian Law Resource Center 602 Ewing Helena MT 59601 521121079 501(c)3 8802 2015 Annual Distribution Broadwater Productions Inc (Grandstreet Theatre) PO Box 1258 Helena MT 59624 810357843 501(c)3 8750 2015 Annual Distribution Girl Scouts of Montana & Wyoming 2302 Grand Avenue Billings MT 59102 816001486 501(c)3 8700 2015 Annual Distribution Glacier Symphony Orchestra & Chorale PO Box 2491 Kalispell MT 599032491 810413320 501(c)3 8660 2015 Annual Distribution Five Valleys Land Trust 120 Hickory St Suite B Missoula MT 59807 237182055 501(c)3 8422 2015 Annual Distribution Montana State University - Bozeman PO Box 174160 Bozeman MT 59717 816010045 501(c)3 8299 2015 Annual Distribution Friends of Irish Studies in the West PO Box 4693 Missoula MT 59806 261391012 501(c)3 8294 2015 Annual Distribution Alliance for the Wild Rockies PO Box 505 Helena MT 59624 810455740 501(c)3 8294 2015 Annual Distribution International Choral Festival PO Box 8203 Missoula MT 59807 810459276 501(c)3 8102 2015 Annual Distribution United Way of Cascade County PO Box 1343 Great Falls MT 59403 810304170 501(c)3 7961 2015 Annual Distribution Glasgow Scotties Booster Club PO Box 735 Glasgow MT 59230 203402373 501(c)3 7828 2015 Annual Distribution Red Lodge Area Community Foundation PO Box 1871 Red Lodge MT 59068 200192255 501(c)3 7655 2015 Annual Distribution University Congregational Church 405 University Ave Missoula MT 598014437 810251572 501(c)3 7563 2015 Annual Distribution International Hunter Education Association 800 East 73rd Ave Unit 2 Denver CO 80229 371145157 501(c)3 7562 2015 Annual Distribution World Museum of Mining Inc PO Box 33 Butte MT 59703 816014901 501(c)3 7531 2015 Annual Distribution Rocky Mountain College 1511 Poly Drive Billings MT 59102 810235407 501(c)3 7528 2015 Annual Distribution; Annual fund; Institute for Peace Studies Liberty Village Arts Center and Gallery P O Box 269 Chester MT 59522 810364834 501(c)3 7500 2015 Annual Distribution Wibaux County Nursing Home 712 S Wibaux St Wibaux MT 59353 810392225 501(c)3 7331 2015 Annual Distribution; laying cement for front entrance Nye Community Foundation PO Box 528 Nye MT 59061 810531083 501(c)3 7291 2015 Annual Distribution Lewis and Clark Interpretive Center Foundation PO Box 398 Great Falls MT 59403 810471734 501(c)3 7283 2015 Annual Distribution; L&C Festival; Historic Montana State University - Billings Foundation 1500 University Dr Billings MT 59101 810301477 501(c)3 7009 2015 Annual Distribution; MSU Billings Nursing Dept. Missoula Food Bank 219 S 3rd St W Missoula MT 59801 810414143 501(c)3 6975 2015 Annual Distribution Archie Bray Foundation 2915 Country Club Avenue Helena MT 59601 810284022 501(c)3 6898 2015 Annual Distribution School Community Development Council Powder River CF PO Box 629 Broadus MT 59317 810514945 501(c)3 6843 2015 Annual Distribution Fort Peck Theatre 201 Missouri Ave Fort Peck MT 59223 810306649 501(c)3 6840 2015 Annual Distribution YWCA of Billings 909 Wyoming Ave Billings MT 59101 810534954 501(c)3 6628 2015 Annual Distribution Mineral County Community Foundation PO Box 93 Superior MT 59872 810501990 501(c)3 6572 2015 Annual Distribution Ronald McDonald House of Charities of Western Montana Inc 3003 Fort Missoula Road Missoula MT 59804 472261447 501(c)3 6504 2015 Annual Distribution; General operating support Blackfeet Nation Higher Education Program PO Box 850 Browning MT 59417 810212955 501(c)3 6363 2015 Annual Distribution Western Heritage Center 2822 Montana Ave Billings MT 59101 237155997 501(c)3 6345 2015 Annual Distribution Billings Symphony Society 201 N Broadway 350 Billings MT 59101 237083873 501(c)3 6238 2015 Annual Distribution; Bach to Books program Dawson County Healthy Communities Coalition 207 W Bell Glendive MT 59330 470891424 501(c)3 6080 Walking and biking trails; pool split Big Sky Community Corporation PO Box 161404 Big Sky MT 59716 810520589 501(c)3 6036 2015 Annual Distribution; General operating support NOVA Center for the Performing Arts Inc PO Box 11 Billings MT 59103 810514788 501(c)3 6016 2015 Annual Distribution Chester Joplin Inverness Public Schools PO Box 550 Chester MT 59522 816000582 501(c)3 6000 Program support Community Giving Assistance Towards Employment 121 S Douglas St Glendive MT 59330 810517655 501(c)3 6000 Temporary housing and community garden McCone County 100 Club PO Box 465 Circle MT 59214 810452539 501(c)3 6000 Local fire and ambulance services Valley County Community Emergency Food Bank 735 7th Avenue N Glasgow MT 59230 810466404 501(c)3 6000 New building for food purchases God's Love Inc 533 N Last Chance Gulch Helena MT 59601 810400234 501(c)3 5859 2015 Annual Distribution; program support Flathead Land Trust PO Box 1913 Kalispell MT 59903 363479966 501(c)3 5817 2015 Annual Distribution; Darrow family property conservation Flathead Valley Community College Foundation 777 Grandview Drive Kalispell MT 59901 810365752 501(c)3 5766 2015 Annual Distribution Angel Fund PO Box 7436 Helena MT 59604 810535130 501(c)3 5675 2015 Annual Distribution Benefis Healthcare Foundation PO Box 7008 Great Falls MT 594067008 810480587 501(c)3 5526 2015 Annual Distribution; Emergency Dept Remodel Forsyth Public Schools PO Box 319 Forsyth MT 59327 816000897 GOVT 5526 Track and Field Improvements; Weight room equipment Montana Freedom of Information Hotline Inc PO Box 320 Choteau MT 59422 810455690 501(c)3 5500 Unrestricted operating support Chase Hawks Memorial Foundation PO Box 31333 Billings MT 59107 810499653 501(c)3 5460 Unresticted operating support Billings Studio Theatre 1500 Rimrock Road Billings MT 59102 810293924 501(c)3 5335 2015 Annual Distribution; Equipment Storage Montana Council - Boy Scouts of America 820 - 17th Ave South Great Falls MT 59405 810343177 501(c)3 5328 2015 Annual Distribution; unrestricted operating support Friendship House 3123 - 8th Ave South Billings MT 59101 810300497 501(c)3 5260 2015 Annual Distribution Helena Youth Soccer Association Inc PO Box 6972 Helena MT 59604 810472455 501(c)3 5257 2015 Annual Distribution Bozeman Symphony Society 1001 Oak St Ste 201 Bozeman MT 59715 816019534 501(c)3 5249 2015 Annual Distribution; Unrestricted operating support Plymouth Congregational Church 400 South Oakes Helena MT 59601 810298891 501(c)3 5227 2015 Annual Distribution Trinity Lutheran Church 537 Grand Ave Billings MT 59101 810300195 501(c)3 5194 2015 Annual Distribution Carroll College 1601 N Benton Ave Helena MT 59625 810231774 501(c)3 5171 2015 Annual Distribution; Haunthausen Activity Center Hinsdale High School 600 N Montana Hinsdale MT 59241 816001060 501(c)3 5157 2015 Annual Distribution Yellowstone Wildlife Sanctuary PO Box 675 Red Lodge MT 59068 810422009 501(c)3 5145 2015 Annual Distribution Mountain View Medical Center 16 West Main White Sulphur Springs MT 59645 810255832 501(c)3 5126 2015 Annual Distribution Center for Mental Health PO Box 3089 Great Falls MT 59403 810347441 501(c)3 5082 2015 Annual Distribution CM Russell Museum 400 - 13th Street North Great Falls MT 59401 816003526 501(c)3 5078 2015 Annual Distribution Alpine Theatre Project Inc PO Box 1959 Whitefish MT 59937 770626385 501(c)3 5000 Support programming or wherever need is most American Association of University Women Bozeman branch PO Box 526 Gallatin Gateway MT 59730 810388256 501(c)3 5000 2015 Annual Distribution American Friends of Concordia University C/O Roha Flaherty 1725 I Street NW Washington DC 20006 721601411 501(c)3 5000 High Altitude Ballooning Project under Physics Dept Burton K Wheeler Center 1102 S 6th Ave Bozeman MT 59717 810480612 501(c)3 5000 PBS streaming for early education Center for Restorative Youth Justice 29 3rd Street East Kalispell MT 59901 841428210 501(c)3 5000 Social Justice MT Fund Competitive Grant Center Pole Foundation PO Box 71 Garryowen MT 59031 208780215 501(c)3 5000 Social Justice MT Fund Competitive Grant Gallatin Valley Land Trust PO Box 7021 Bozeman MT 59715 810464513 501(c)3 5000 Unrestricted operating support; Tohey Ranch conservation easement Great Falls Public Schools 1100 4th St S Great Falls MT 59405 272577990 GOVT 5000 General program support Liberty County Museum and Archive Association Inc PO Box 476 Chester MT 59522 810344759 501(c)3 5000 Upgrade digital database for cataloging museum Missoula Interfaith Collaborative 202 Brooks St Missoula MT 59801 463396495 501(c)3 5000 Social Justice MT Fund Competitive Grant Montana Human Rights Network PO Box 1509 Helena MT 59624 810472423 501(c)3 5000 Social Justice MT Fund Competitive Grant Montana State University Alumni Association 1501 S 11th Ave Bozeman MT 59715 810235631 501(c)3 5000 MSU Great Falls Alumni Foundation for the Bright Begin National Coalition Building Institute 1124 Cedar St Missoula MT 598023911 222627168 501(c)3 5000 Social Justice MT Fund Competitive Grant Parents Let's Unite for Kids 516 N 32nd St Billings MT 59101 810422077 501(c)3 5000 Unrestricted operating support Ronald McDonald House of Billings 1144 N 30th Street Billings MT 591010124 810400667 501(c)3 5000 Unrestricted operating support United Way of Missoula County PO Box 7395 Missoula MT 59807 810287854 501(c)3 5000 Unrestricted operating support 152 Scholarships for post-secondary education 290 639504 Part I, Line 2: MCF's process requires that grant requests must comply with the purpose of the endowment fund paying the grant, 501(c)(3) status is verified, and compliance with conflict of interest policies is reviewed. The majority of grants awarded by MCF support the general operating and program purposes of the 501(c)(3) organizations awarded, and as such, we do not require a report of how the grant funds were used. Grant award letters are sent with the grant checks, and the award letters instruct the recipient organization that the funds can be used only for the purpose the grant was applied for and awarded upon. PART III: Scholarship Advisory Committees, under the oversight of MCF, select scholarship recipients each year based on the applications received. Scholarship funds are transferred directly from the Foundation to the School and applied against the awarded student's tuition account. X X X X X 0 0 0 0 0 0 0 0 0 Mary Rutherford CEO/President 170005 0 0 0 0 0 10343 0 6998 0 187346 0 0 0 X 25 356429 DAILY AVG OF PRICES 0 1 0 Form 990, Part VI, Section B, line 11 Appropriate individuals in management and the audit and compliance committee members of the board review the return before filing with the IRS. Form 990, Part VI, Section B, line 12c At every board meeting prior to approving grants, the board is asked to disclose any conflict. Annually, board and staff are required to sign disclosure statements. Annually, the board receives training on conflict of interest. Form 990, Part VI, Section B, line 15 The compensation of the CEO/President is the responsibility of the executive committee of the independent board of directors. A matrix is used to determine performance. Comparable compensation data is used and approved by the executive committee. Compensation decisions for key officers are the responsibility of the CEO/President. Outside information regarding salaries paid by similar organizations is evaluated. Form 990, Part VI, Section C, line 19 The Financial statements and Form 990 are available on the organization's website and upon request. Other documents are available upon request as well. Form 990, Part XI, line 9: Endowment Agency Fund Activity 192,216. Change in Value of Beneficial Interest In Pooled Income Fund -56,618. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 16,752. MCF Real Property LLC 1 N Last Chance Gulch Ste 1 Helena MT 59601 473656226 Accept and Liquidate Gifted Property on behalf of MCF, Inc. MT 0 0 Montana Community Foundation Inc