MONTANA COMMUNITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA COMMUNITY FOUNDATION INC (EIN 81-0450150)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201631349349306288
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T16:25:59-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY SUITE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810450150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064438313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N LAST CHANCE GULCH NO 1 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY KOVARIK CPA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4064438313 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY RUTHERFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N LAST CHANCE GULCH NO 1 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,117,645 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,227,664 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,495,061 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $864,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $932,701 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,785,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,051,981 | CYInvestmentIncomeAmt |
| PY Other Revenue | $156,827 | PYOtherRevenueAmt |
| CY Other Revenue | $14,711 | CYOtherRevenueAmt |
| PY Total Revenue | $11,034,141 | PYTotalRevenueAmt |
| CY Total Revenue | $15,494,454 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,235,573 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,675,708 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $480,408 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $745,585 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $303,925 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,351,630 | PYOtherExpensesAmt |
| CY Other Expenses | $1,924,421 | CYOtherExpensesAmt |
| PY Total Expenses | $6,067,611 | PYTotalExpensesAmt |
| CY Total Expenses | $6,345,714 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,966,530 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,148,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,425,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,212,314 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,428,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,033,039 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,997,584 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $67,179,275 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MONTANA COMMUNITY FOUNDATION CULTIVATES A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,102,356 | ExpenseAmt |
| Grant | $3,675,708 | GrantAmt |
| Revenue | $947,412 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $4,102,356 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 59 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY KOVARIK CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064438313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N LAST CHANCE GULCH SUITE 1 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARY ANN PHIPPS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF BRETHERTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KELLY BRUGGEMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BYRNE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAN CLARK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREG HANSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN LATKA | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JO ANNE EDER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT PANKRATZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE GUSTAFSON | ||||||
| FORMER DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAMI SKINNER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STACEY MUELLER | ||||||
| FORMER TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CASEY LOZAR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA BREHM | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TAWYNA RUPE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY CRAIGLE | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DALE WOOLHISER | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN PATRICK | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CYNTHIA WOODS | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EMILY KOVARIK | ||||||
| CFO | 40.00 | $103,094 | $0 | $8,553 | Yes (X) | |
| MARY RUTHERFORD | ||||||
| CEO/PRESIDENT | 40.00 | $150,109 | $0 | $8,191 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $253,203 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $16,744 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $6,495,061 | AllOtherContributionsAmt |
| Noncash Contributions | $1,374,391 | NoncashContributionsAmt |
| Total Contributions | $6,495,061 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $932,701 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $932,701 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $932,701 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,732,397 | TotalRevenueColumnAmt |
| Exclusion | $1,732,397 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $53,942,775 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,623,191 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,319,584 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,319,584 | TotalRevenueColumnAmt |
| Exclusion | $6,319,584 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,711 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,711 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $14,711 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,494,454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $947,412 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,051,981 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,540,258 | TotalAmt |
| Program Services | $3,540,258 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,450 | TotalAmt |
| Program Services | $135,450 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,029 | TotalAmt |
| Program Services | $43,538 | ProgramServicesAmt |
| Management And General | $128,825 | ManagementAndGeneralAmt |
| Fundraising | $94,666 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,218 | TotalAmt |
| Program Services | $91,655 | ProgramServicesAmt |
| Management And General | $151,287 | ManagementAndGeneralAmt |
| Fundraising | $130,276 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,320 | TotalAmt |
| Program Services | $4,369 | ProgramServicesAmt |
| Management And General | $7,541 | ManagementAndGeneralAmt |
| Fundraising | $4,410 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,726 | TotalAmt |
| Program Services | $12,308 | ProgramServicesAmt |
| Management And General | $17,863 | ManagementAndGeneralAmt |
| Fundraising | $12,555 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,292 | TotalAmt |
| Program Services | $10,032 | ProgramServicesAmt |
| Management And General | $20,153 | ManagementAndGeneralAmt |
| Fundraising | $16,107 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,662 | TotalAmt |
| Management And General | $872,662 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,742 | TotalAmt |
| Management And General | $4,015 | ManagementAndGeneralAmt |
| Fundraising | $7,727 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,656 | TotalAmt |
| Management And General | $45,656 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,672 | TotalAmt |
| Management And General | $418,672 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,175 | TotalAmt |
| Program Services | $94,424 | ProgramServicesAmt |
| Management And General | $33,001 | ManagementAndGeneralAmt |
| Fundraising | $750 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,400 | TotalAmt |
| Program Services | $10,397 | ProgramServicesAmt |
| Management And General | $59,135 | ManagementAndGeneralAmt |
| Fundraising | $2,868 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,998 | TotalAmt |
| Program Services | $17,106 | ProgramServicesAmt |
| Management And General | $40,846 | ManagementAndGeneralAmt |
| Fundraising | $5,046 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,944 | TotalAmt |
| Program Services | $12,538 | ProgramServicesAmt |
| Management And General | $27,653 | ManagementAndGeneralAmt |
| Fundraising | $6,753 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,800 | TotalAmt |
| Program Services | $8,062 | ProgramServicesAmt |
| Management And General | $27,733 | ManagementAndGeneralAmt |
| Fundraising | $5,005 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,156 | TotalAmt |
| Program Services | $20,201 | ProgramServicesAmt |
| Management And General | $10,667 | ManagementAndGeneralAmt |
| Fundraising | $11,288 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,117 | TotalAmt |
| Program Services | $35,345 | ProgramServicesAmt |
| Management And General | $16,425 | ManagementAndGeneralAmt |
| Fundraising | $5,347 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,097 | TotalAmt |
| Management And General | $19,097 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,016 | TotalAmt |
| Program Services | $381 | ProgramServicesAmt |
| Management And General | $6,445 | ManagementAndGeneralAmt |
| Fundraising | $190 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $50,676 | $17,982 | $31,757 | $937 |
| RETURN OF ENDOWMENTS | $48,310 | $48,310 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,345,714 | TotalAmt |
| Program Services | $4,102,356 | ProgramServicesAmt |
| Management And General | $1,939,433 | ManagementAndGeneralAmt |
| Fundraising | $303,925 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,623 | BOYAmt |
| EOY | $152,524 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,669 | BOYAmt |
| EOY | $2,677,031 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,331 | BOYAmt |
| EOY | $32,130 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $335,863 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $244,544 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,002 | BOYAmt |
| EOY | $91,319 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,169,411 | BOYAmt |
| EOY | $75,186,425 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,444,573 | BOYAmt |
| EOY | $1,072,885 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,425,609 | BOYAmt |
| EOY | $79,212,314 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,710 | BOYAmt |
| EOY | $98,344 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,436 | BOYAmt |
| EOY | $779,534 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,566,879 | BOYAmt |
| EOY | $11,155,161 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,428,025 | BOYAmt |
| EOY | $12,033,039 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,502 | BOYAmt |
| EOY | $1,094,656 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,030,078 | BOYAmt |
| EOY | $15,293,554 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,002,004 | BOYAmt |
| EOY | $50,791,065 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,997,584 | BOYAmt |
| EOY | $67,179,275 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,425,609 | BOYAmt |
| EOY | $79,212,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,148,740 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,191,663 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$775,386 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,488,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,956,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,719,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,227,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,495,061 | CurrentTaxYearAmt |
| Total | $19,887,685 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,488,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,956,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,719,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,227,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,495,061 | CurrentTaxYearAmt |
| Total | $19,887,685 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,346,005 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,541,680 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,466,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,548,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,569,206 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,596,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,732,397 | CurrentTaxYearAmt |
| Total | $7,912,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,800,607 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,781,077 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $399,760 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $399,760 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $599,640 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,006 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $10,006 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $99,940 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $99,940 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $149,910 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 75 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 70 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,211,879 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,254,928 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,341,057 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $237,615 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $15,575,264 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,564,413 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,801,404 | BeginningYearBalanceAmt |
| Contributions | $1,149,227 | ContributionsAmt |
| Investment Earnings Or Losses | $3,110,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,298,807 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,074,537 | AdministrativeExpensesAmt |
| End Year Balance | $62,687,809 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,253,801 | BeginningYearBalanceAmt |
| Contributions | $1,994,003 | ContributionsAmt |
| Investment Earnings Or Losses | $8,874,359 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,206,112 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,114,647 | AdministrativeExpensesAmt |
| End Year Balance | $61,801,404 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,553,661 | BeginningYearBalanceAmt |
| Contributions | $2,499,909 | ContributionsAmt |
| Investment Earnings Or Losses | $6,096,100 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,916,495 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $979,374 | AdministrativeExpensesAmt |
| End Year Balance | $54,253,801 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,380,097 | BeginningYearBalanceAmt |
| Contributions | $2,281,302 | ContributionsAmt |
| Investment Earnings Or Losses | -$348,566 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,800,773 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $958,399 | AdministrativeExpensesAmt |
| End Year Balance | $48,553,661 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,462,566 | BeginningYearBalanceAmt |
| Contributions | $2,229,413 | ContributionsAmt |
| Investment Earnings Or Losses | $8,629,743 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,016,148 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $925,477 | AdministrativeExpensesAmt |
| End Year Balance | $49,380,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $335,863 | OtherCostOrOtherBasisAmt |
| Depreciation | $244,544 | DepreciationAmt |
| Book Value | $91,319 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $91,319 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENTS | Desc |
| Book Value | $75,186,425 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $75,186,425 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE REMAINDER UNITRUSTS | $88,157 |
| FUNDS HELD AS AGENCY ENDOWMENTS | $9,074,214 |
| CHARITABLE AND DEFERRED GIFT ANNUITIES | $1,985,376 |
| CAPITAL LEASE PAYABLE | $7,414 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,155,161 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,260,369 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,191,663 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$4,191,663 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,452,032 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,042,422 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,042,422 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,494,454 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,078,678 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,078,678 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,267,036 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,267,036 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,345,714 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2015 AND 2014, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AGENCY ENDOWMENT FUND ACTIVITY 932,632. MANAGEMENT FEE 783,484. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 170,566. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 155,740. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES 783,483. AGENCY ENDOWMENT FUND ACTIVITY 483,553. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $24,717 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $24,717 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $24,717 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | INVESTMENTS ARE ACCOUNTED FOR IN THE ORGANIZATION'S FINANCIAL STATEMENTS USING THE FAIR MARKET VALUE OF EACH FUND PER THE MERRILL LYNCH INVESTMENT STATEMENTS. THE AMOUNT IN COLUMN (F) IS THE COST BASIS PER MERRILL LYNCH. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (134 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABSAROKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 72 | ABSAROKEE | MT | 59001 | 731658638 | 501(C)3 | $16,667 | 2014 ANNUAL DISTRIBUTION |
| ALBERTA BAIR THEATER | |||||||
| PO BOX 1556 | BILLINGS | MT | 59103 | 810406157 | 501(C)3 | $37,838 | 2014 ANNUAL DISTRIBUTION |
| ALLIANCE FOR THE WILD ROCKIES | |||||||
| PO BOX 505 | HELENA | MT | 59624 | 810455740 | 501(C)3 | $6,015 | 2014 ANNUAL DISTRIBUTION |
| AMERICAN INDIAN INSTITUTE | |||||||
| 502 WEST MENDENHALL STREET | BOZEMAN | MT | 59715 | 810339551 | 501(C)3 | $65,388 | 2014 ANNUAL DISTRIBUTION; PROGRAM SUPPORT; YOUTH LEADERSHIP INITIATIVE |
| APOSTLES EVANGELICAL LUTHERAN CHURCH | |||||||
| 3140 BROADWATER AVE | BILLINGS | MT | 59102 | 816035157 | 501(C)3 | $15,666 | 2014 ANNUAL DISTRIBUTION; GRANT FOR BUILDING EXPANSION |
| ARCHIE BRAY FOUNDATION | |||||||
| 2915 COUNTRY CLUB AVE | HELENA | MT | 59601 | 810284022 | 501(C)3 | $6,441 | 2014 ANNUAL DISTRIBUTION |
| AUGUSTA YOUTH CENTER | |||||||
| PO BOX 9 | AUGUSTA | MT | 59410 | 810262409 | 501(C)3 | $50,000 | TO BE USED WHERE NEEDED |
| BEACON COMMUNITY FOUNDATION | |||||||
| PO BOX 726 | SCOBEY | MT | 59263 | 810498333 | 501(C)3 | $10,072 | 2014 ANNUAL DISTRIBUTION |
| BENEFIS HEALTHCARE FOUNDATION | |||||||
| PO BOX 7008 | GREAT FALLS | MT | 594067008 | 810480587 | 501(C)3 | $5,498 | 2014 ANNUAL DISTRIBUTION; EMERGENCY TRAUMA SERVICES |
| BIGFORK CENTER FOR THE PERFORMING ARTS FOUNDATION | |||||||
| 526 ELECTRIC AVE | BIGFORK | MT | 59911 | 810424706 | 501(C)3 | $19,174 | 2014 ANNUAL DISTRIBUTION; HELP TO MAINTAIN GARDENS |
| BILLINGS CLINIC FOUNDATION | |||||||
| PO BOX 31031 | BILLINGS | MT | 59101 | 810407289 | 501(C)3 | $38,483 | SEXUAL ASSAULT NURSE EXAMINATION PROGRAM |
| BILLINGS COMMUNITY FOUNDATION | |||||||
| PO BOX 1255 | BILLINGS | MT | 59103 | 204286919 | 501(C)3 | $24,029 | 2014 ANNUAL DISTRIBUTION |
| BILLINGS SYMPHONY SOCIETY | |||||||
| 201 N BROADWAY 350 | BILLINGS | MT | 59101 | 237083873 | 501(C)3 | $5,001 | 2014 ANNUAL DISTRIBUTION |
| BITTERROOT ECONOMIC DEVELOPMENT DISTRICT (BREDD) | |||||||
| 200 W BROADWAY | MISSOULA | MT | 59801 | 651288398 | 501(C)3 | $6,213 | 2014 ANNUAL DISTRIBUTION; COMPETITIVE GRANT |
| BITTERROOT LAND TRUST | |||||||
| 1710 S 2ND ST SUITE B | HAMILTON | MT | 59840 | 311595967 | 501(C)3 | $5,000 | BAILEY FARM CONSERVATION EASEMENT PROJECT COST |
| BLACKFEET NATION HIGHER EDUCATION PROGRAM | |||||||
| PO BOX 850 | BROWNING | MT | 59417 | 810212955 | 501(C)3 | $6,083 | GENERAL SUPPORT |
| BLACKFEET RESERVATION DEVELOPMENT FUND INC | |||||||
| PO BOX 3029 | BROWNING | MT | 59417 | 363784925 | 501(C)3 | $22,224 | 2014 ANNUAL DISTRIBUTION |
| BLACKFOOT CHALLENGE | |||||||
| PO BOX 103 | OVANDO | MT | 59854 | 810488863 | 501(C)3 | $17,000 | SWAN EDUCATION FOR DROUGHT RESPONSE, IRRIGATION, AND CARCASS REMOVAL |
| BOYS & GIRLS CLUB OF NORTH CENTRAL MONTANA | |||||||
| PO BOX 652 | GREAT FALLS | MT | 59403 | 810475269 | 501(C)3 | $8,773 | 2014 ANNUAL DISTRIBUTION |
| BOYS & GIRLS CLUB OF NORTHERN CHEYENNE NATION | |||||||
| PO BOX 309 | LAME DEER | MT | 59043 | 363945776 | 501(C)3 | $31,367 | 2014 ANNUAL DISTRIBUTION; SUPPORT FOR HIRING ADMINISTRATIVE ASSISTANT |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | |||||||
| 626 E MAIN ST | BOZEMAN | MT | 59715 | 810405940 | 501(C)3 | $9,672 | 2014 ANNUAL DISTRIBUTION |
| BOZEMAN PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 1803 | BOZEMAN | MT | 59771 | 201645473 | 501(C)3 | $6,047 | 2014 ANNUAL DISTRIBUTION; WORTHY STUDENT SCHOLARSHIP FUND |
| BROADWATER COUNTY DEVELOPMENT CORP | |||||||
| PO BOX 698 | TOWNSEND | MT | 59644 | 810466461 | 501(C)3 | $6,141 | 2014 ANNUAL DISTRIBUTION; SPLASH DECK/SPRAY PARK AREA |
| BROADWATER PRODUCTIONS INC (GRANDSTREET THEATRE) | |||||||
| PO BOX 1258 | HELENA | MT | 59624 | 810357843 | 501(C)3 | $8,252 | 2014 ANNUAL DISTRIBUTION |
| BUTTE-SILVER BOW COMMUNITY FOUNDATION | |||||||
| 3505 QUINCY ST | BUTTE | MT | 59703 | 273492133 | 501(C)3 | $5,267 | 2014 ANNUAL DISTRIBUTION |
| CAMP MAKE-A-DREAM | |||||||
| PO BOX 1450 | MISSOULA | MT | 598061450 | 810472959 | 501(C)3 | $16,000 | UNRESTRICTED SUPPORT; NEW WELLNESS CENTER |
| CARROLL COLLEGE | |||||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | 810231774 | 501(C)3 | $5,159 | 2014 ANNUAL DISTRIBUTION; HUNTHAUSEN ACTIVITY CENTER |
| CENTER FOR MENTAL HEALTH FOUNDATION | |||||||
| PO BOX 1653 | GREAT FALLS | MT | 59403 | 810347441 | 501(C)3 | $5,409 | 2014 ANNUAL DISTRIBUTION; "OUR PLACE" |
| CHESTER JOPLIN INVERNESS PUBLIC SCHOOLS | |||||||
| PO BOX 550 | CHESTER | MT | 59522 | 816000582 | GOVT | $5,000 | SPEECH DEPARTMENT; FCCA; MISSOULA CHILDREN'S THEATER PRODUCTION |
| CHICKS N CHAPS | |||||||
| PO BOX 4442 | MISSOULA | MT | 59806 | 272760144 | 501(C)3 | $10,000 | UNRESTRICTED SUPPORT |
| CHILDREN OF KATHMANDU | |||||||
| 3801 SPRUCE MEADOW DRIVE | BOZEMAN | MT | 597181937 | 810522119 | 501(C)3 | $5,000 | EARTHQUAKE RECOVERY EFFORTS IN NEPAL |
| CHILDWISE INSTITUTE | |||||||
| PO BOX 1144 | HELENA | MT | 596241144 | 274470144 | 501(C)3 | $8,000 | MATERIALS FOR COURSE DEVELOPMENT |
| CODEMONTANA | |||||||
| PO BOX 653 | BOZEMAN | MT | 59771 | 463648757 | 501(C)3 | $10,000 | COMPETITIVE GRANT |
| COMMUNITY FOUNDATION FOR A BETTER BIGFORK | |||||||
| PO BOX 1439 | BIGFORK | MT | 59911 | 237067099 | 501(C)3 | $8,864 | 2014 ANNUAL DISTRIBUTION |
| COUNCIL FOR A STRONG AMERICA | |||||||
| 1212 NEW YORK AVE NW | WASHINGTON | DC | 20005 | 133840271 | 501(C)3 | $25,000 | FIGHT CRIME; INVEST IN KIDS; MISSION: READINESS |
| EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS | |||||||
| 415 N 30TH ST SUITE 312 | BILLINGS | MT | 59101 | 810452904 | 501(C)3 | $10,951 | 2014 ANNUAL DISTRIBUTION |
| EDUCATIONAL FOUNDATION OF ALPHA GAMMA RHO | |||||||
| PO BOX 11481 | BOZEMAN | MT | 597191481 | 366158409 | 501(C)3 | $15,000 | AGR FRATERNITY BUILDING RENOVATION |
| FAMILY SERVICE INC | |||||||
| PO BOX 1020 | BILLINGS | MT | 591031020 | 810232120 | 501(C)3 | $9,793 | 2014 ANNUAL DISTRIBUTION; UNRESTRICTED GIFT |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST | |||||||
| 310 N 27TH ST | BILLINGS | MT | 59101 | 810231776 | 501(C)3 | $6,500 | OPERATING BUDGET; MISSION TO CHIAPAS |
| FIRST UNITED METHODIST CHURCH | |||||||
| 610 SECOND AVE NORTH | GREAT FALLS | MT | 59401 | 810235852 | 501(C)3 | $15,000 | UNRESTRICTED GIFT |
| FIVE VALLEYS LAND TRUST | |||||||
| 120 HICKORY ST SUITE B | MISSOULA | MT | 59807 | 237182055 | 501(C)3 | $12,027 | 2014 ANNUAL DISTRIBUTION; MARSHALL MOUNTAIN ACQUISITION PROJECT COSTS |
| FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION | |||||||
| 777 GRANDVIEW DRIVE | KALISPELL | MT | 59901 | 810365752 | 501(C)3 | $5,354 | GENERAL SUPPORT; SMITH LAKE BIRD HABITAT CONSERVATION EASEMENT PROJECT |
| FORSYTH PUBLIC SCHOOLS | |||||||
| PO BOX 319 | FORSYTH | MT | 59327 | 816000897 | GOVT | $10,500 | IPADS FOR CLASSROOMS; FFA GREENHOUSE; TRACK FACILITY & EQUIPMENT IMPROVEMENT |
| FORT PECK THEATRE | |||||||
| PO BOX 973 | GLASGOW | MT | 59230 | 810306649 | 501(C)3 | $6,279 | 2014 ANNUAL DISTRIBUTION |
| FOUNDATION FOR COMMUNITY HEALTH | |||||||
| 2825 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | 363627205 | 501(C)3 | $5,000 | UNRESTRICTED GIFT |
| FRIENDS OF IRISH STUDIES OF THE WEST | |||||||
| PO BOX 4693 | MISSOULA | MT | 59806 | 261391012 | 501(C)3 | $6,015 | 2014 ANNUAL DISTRIBUTION |
| FRIENDS OF THE PIONEER MUSEUM | |||||||
| PO BOX 975 | GLASGOW | MT | 59230 | 810479627 | 501(C)3 | $10,397 | 2014 ANNUAL DISTRIBUTION |
| GALLATIN VALLEY LAND TRUST | |||||||
| PO BOX 7021 | BOZEMAN | MT | 59715 | 810464513 | 501(C)3 | $6,000 | UNRESTRICTED GIFT; BRAAKSMA FARM CONSERVATION EASEMENT PROJECT COSTS |
| GIRL SCOUTS OF MONTANA & WYOMING | |||||||
| 2302 GRAND AVE | BILLINGS | MT | 59102 | 816001486 | 501(C)3 | $5,000 | COMPETITIVE GRANT |
| GLACIER SYMPHONY ORCHESTRA & CHORALE | |||||||
| PO BOX 2491 | KALISPELL | MT | 599032491 | 810413320 | 501(C)3 | $8,285 | 2014 ANNUAL DISTRIBUTION |
| GLASGOW SCOTTIES BOOSTER CLUB | |||||||
| PO BOX 735 | GLASGOW | MT | 59230 | 203402373 | 501(C)3 | $6,521 | 2014 ANNUAL DISTRIBUTION |
| GRANITE COUNTY MEDICAL CENTER | |||||||
| 310 SANSOME ST | PHILIPSBURG | MT | 59858 | 810385629 | 501(C)3 | $20,000 | WELL CHILD CARE PROJECT |
| GREAT FALLS PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 2429 | GREAT FALLS | MT | 59403 | 272577990 | 501(C)3 | $15,000 | UNRESTRICTED GIFT |
| GREAT FALLS SYMPHONY ASSOCIATION | |||||||
| PO BOX 1078 | GREAT FALLS | MT | 59403 | 816014907 | 501(C)3 | $54,918 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| GREAT NORTHERN DEVELOPMENT CORPORATION | |||||||
| 233 CASCADE ST | WOLF POINT | MT | 59201 | 810494064 | 501(C)3 | $6,500 | CONSTRUCTION OF CONCESSION STAND |
| GREATER GALLATIN UNITED WAY | |||||||
| 945 TECHNOLOGY BLVD STE 10-F | BOZEMAN | MT | 59718 | 810384820 | 501(C)3 | $16,066 | 2014 ANNUAL DISTRIBUTION |
| GREATER POLSON COMMUNITY FOUNDATION | |||||||
| PO BOX 314 | POLSON | MT | 59860 | 262883184 | 501(C)3 | $18,080 | 2014 ANNUAL DISTRIBUTION; CONVENING SCHOLARSHIP; LCF + AWARD |
| HAR SHALOM | |||||||
| PO BOX 3715 | MISSOULA | MT | 59806 | 810452486 | 501(C)3 | $9,950 | UNRESTRICTED GIFT |
| HELENA AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 92 | HELENA | MT | 59624 | 810536902 | 501(C)3 | $28,803 | 2014 ANNUAL DISTRIBUTION |
| HELENA EDUCATION FOUNDATION | |||||||
| PO BOX 792 | HELENA | MT | 59604 | 810544494 | 501(C)3 | $11,270 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| HELENA PRESENTS (MYRNA LOY CENTER) | |||||||
| 15 N EWING | HELENA | MT | 59601 | 510185430 | 501(C)3 | $50,943 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| HELENA SYMPHONY | |||||||
| 2 N LAST CHANCE GULCH | HELENA | MT | 59601 | 810523705 | 501(C)3 | $9,466 | 2014 ANNUAL DISTRIBUTION |
| HELENA YMCA | |||||||
| 1200 N LAST CHANCE GULCH | HELENA | MT | 59601 | 810231815 | 501(C)3 | $10,480 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| HELENA YOUTH SOCCER ASSOCIATION | |||||||
| PO BOX 6972 | HELENA | MT | 59604 | 810472455 | 501(C)3 | $5,028 | 2014 ANNUAL DISTRIBUTION |
| HILLTOP PUBLIC SOLUTIONS | |||||||
| 3000 K ST NW STE 320 | WASHINGTON | DC | 20007 | 203968409 | $15,526 | COMMUNITY AWARENESS CAMPAIGN | |
| HOLTER MUSEUM OF ART | |||||||
| 12 E LAWRENCE ST | HELENA | MT | 59601 | 810472958 | 501(C)3 | $32,367 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| HOPA MOUNTAIN | |||||||
| PO BOX 10892 | BOZEMAN | MT | 59716 | 841635749 | 501(C)3 | $20,959 | AECEA SUMMIT IN HELENA; COMPETITIVE GRANT; 2014 ANNUAL DISTRIBUTION |
| HOSPICE CARE FOUNDATION | |||||||
| PO BOX 16297 | MISSOULA | MT | 59808 | 810539006 | 501(C)3 | $20,000 | UNRESTRICTED GIFT |
| HUMANE SOCIETY OF WESTERN WASHINGTON | |||||||
| 5930 HIGHWAY 93 SOUTH | MISSOULA | MT | 59804 | 810290933 | 501(C)3 | $6,515 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 EWING | HELENA | MT | 59601 | 521121079 | 501(C)3 | $8,406 | 2014 ANNUAL DISTRIBUTION |
| INTERMOUNTAIN CHILDREN'S HOME | |||||||
| 500 S LAMBORN | HELENA | MT | 59601 | 810231775 | 501(C)3 | $10,427 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| INTERNATIONAL CHORAL FESTIVAL | |||||||
| PO BOX 8203 | MISSOULA | MT | 59807 | 810459276 | 501(C)3 | $8,001 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| INTERNATIONAL HUNTER EDUCATION ASSOCIATION | |||||||
| 2727 W 92ND AVE SUITE 103 | FEDERAL HEIGHTS | CO | 80260 | 371145157 | 501(C)3 | $7,227 | 2014 ANNUAL DISTRIBUTION |
| JEFFERSON VALLEY COMMUNITY FOUNDATION | |||||||
| PO BOX 144 | WHITEHALL | MT | 59759 | 463196448 | 501(C)3 | $10,313 | 2014 ANNUAL DISTRIBUTION; USDA CONVENING SCHOLARSHIP |
| LEWIS AND CLARK INTERPRETIVE CENTER | |||||||
| PO BOX 398 | GREAT FALLS | MT | 59403 | 810471734 | 501(C)3 | $7,185 | 2014 ANNUAL DISTRIBUTION; LEWIS AND CLARK FESTIVAL; SITES CROSS VIDEO |
| LIBERTY COUNTY MUSEUM AND ARCHIVE ASSOCIATION INC | |||||||
| PO BOX 476 | CHESTER | MT | 59522 | 810344759 | 501(C)3 | $5,000 | RESTORATION PROJECT; UPDATING FILES |
| LIBERTY VILLAGE ARTS CENTER AND GALLERY | |||||||
| PO BOX 269 | CHESTER | MT | 59522 | 810364834 | 501(C)3 | $9,000 | TRAVELING EXHIBITS; PIANO TUNING; PROFESSIONAL MUSIC CONCERT |
| MANHATTAN HIGH SCHOOL | |||||||
| 416 NORTH BROADWAY | MANHATTAN | MT | 59741 | 816000410 | GOVT | $13,686 | 2014 ANNUAL DISTRIBUTION; VO. TECH. DEPT |
| MCCONE COUNTY HEALTH CENTER | |||||||
| PO BOX 48 | CIRCLE | MT | 59215 | 810269223 | 501(C)3 | $5,000 | PURCHASE CARDIAC LIFEPAK DEFIBRILLATOR |
| MINERAL COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 93 | SUPERIOR | MT | 59872 | 810501990 | 501(C)3 | $9,308 | 2014 ANNUAL DISTRIBUTION; LCF+ AWARD; USDA CONVENING SCHOLARSHIP; EXPO |
| MISSOULA COMMUNITY FOUNDATION | |||||||
| PO BOX 1968 | MISSOULA | MT | 59806 | 810539830 | 501(C)3 | $67,223 | 2014 ANNUAL DISTRIBUTION; OPERATING SUPPORT; GIVE LOCAL; LCF+ AWARD |
| MISSOULA FOOD BANK | |||||||
| 219 S 3RD ST W | MISSOULA | MT | 59801 | 810414143 | 501(C)3 | $22,570 | UNRESTRICTED SUPPORT; 2014 ANNUAL DISTRIBUTION; COSTCO CHICKEN DONATION |
| MISSOULA INTERNATIONAL SCHOOL | |||||||
| 1100 HARRISON | MISSOULA | MT | 59802 | 810501614 | 501(C)3 | $25,000 | EDUCATIONAL PROGRAM SUPPORT |
| MISSOULA PUBLIC SCHOOLS | |||||||
| 901 SOUTH AVENUE W | MISSOULA | MT | 59801 | 273487500 | 501(C)3 | $10,586 | ATHLETIC EQUIPMENT FOR BIG SKY HIGH SCHOOL |
| MISSOULA SYMPHONY ASSOCIATION | |||||||
| PO BOX 8301 | MISSOULA | MT | 59807 | 810290730 | 501(C)3 | $12,695 | SYMPHONY IN THE PARK; 2014 ANNUAL DISTRIBUTION |
| MONTANA AUDUBON | |||||||
| PO BOX 595 | HELENA | MT | 59624 | 810412530 | 501(C)3 | $9,264 | 2014 ANNUAL DISTRIBUTION |
| MONTANA COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| 820 - 17TH AVE SOUTH | GREAT FALLS | MT | 59405 | 810343177 | 501(C)3 | $8,060 | 2014 ANNUAL DISTRIBUTION; CAMPERSHIP PROGRAM; ROCKING ROBOTICS |
| MONTANA COUNCIL OF TROUT UNLIMITED | |||||||
| PO BOX 7186 | MISSOULA | MT | 59807 | 237355289 | 501(C)3 | $40,845 | 2014 ANNUAL DISTRIBUTION; JACONSEN CREEK & WARREN CREEK RESTORATION |
| MONTANA HUMAN RIGHTS NETWORK | |||||||
| PO BOX 1509 | HELENA | MT | 59624 | 810472423 | 501(C)3 | $9,466 | COMPETITIVE GRANT FOR MONTANA WOMEN VOTE; OPERATING SUPPORT |
| MONTANA PROFESSIONAL TEACHING FOUNDATION | |||||||
| 1232 EAST 6TH AVE | HELENA | MT | 59601 | 810511792 | 501(C)3 | $24,662 | 2014 ANNUAL DISTRIBUTION |
| MONTANA STATE UNIVERSITY - BOZEMAN | |||||||
| PO BOX 174160 | BOZEMAN | MT | 59717 | 816010045 | GOVT | $10,458 | STEM COLLABORATIVE; COMPETITIVE GRANT |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 597172750 | 816001649 | 501(C)3 | $18,841 | MASONRY COMPETITION; 2014 ANNUAL DISTRIBUTION; BRIGHT BEGINNINGS |
| MONTANA WILDERNESS ASSOCIATION | |||||||
| 30 S EWING ST | HELENA | MT | 59601 | 510198932 | 501(C)3 | $13,089 | 2014 ANNUAL DISTRIBUTION |
| MSU BILLINGS FOUNDATION | |||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 59101 | 810301477 | 501(C)3 | $8,841 | 2014 ANNUAL DISTRIBUTION; EXCELLENCE IN EDUCATION |
| MUSEUM OF THE ROCKIES | |||||||
| 600 WEST KAGY BLVD | BOZEMAN | MT | 59717 | 816016828 | 501(C)3 | $8,718 | 2014 ANNUAL DISTRIBUTION |
| MUSSELSHELL VALLEY COMMUNITY FOUNDATION | |||||||
| PO BOX 713 | ROUNDUP | MT | 59072 | 810512493 | 501(C)3 | $10,040 | LCF+ AWARD; 2014 ANNUAL DISTRIBUTION |
| NATIONAL COALITION BUILDING INSTITUTE | |||||||
| 1280 S 3RD STREET WEST | MISSOULA | MT | 59801 | 222627168 | 501(C)3 | $15,000 | UNRESTRICTED DONATION |
| NOVA CENTER FOR THE PERFORMING ARTS INC | |||||||
| PO BOX 11 | BILLINGS | MT | 59103 | 810514788 | 501(C)3 | $5,252 | 2014 ANNUAL DISTRIBUTION |
| NYE COMMUNITY FOUNDATION | |||||||
| PO BOX 528 | NYE | MT | 59061 | 810531083 | 501(C)3 | $7,148 | 2014 ANNUAL DISTRIBUTION |
| PARENTS LET'S UNITE FOR KIDS | |||||||
| 516 N 32ND ST | BILLINGS | MT | 59101 | 810422077 | 501(C)3 | $5,000 | UNRESTRICTED DONATION |
| PARTNERSHIP FOR CHILDREN | |||||||
| 2825 STOCKYARD RD STE A-11 | MISSOULA | MT | 59808 | 810526281 | 501(C)3 | $5,000 | FOSTER/ADOPTIVE FAMILY RECRUITMENT |
| PLANNED PARENTHOOD OF MONTANA | |||||||
| 1116 GRAND AVE STE 201 | BILLINGS | MT | 59101 | 810467220 | 501(C)4 | $6,129 | MISSOULA CLINIC; 2014 ANNUAL DISTRIBUTION; OPERATING BUDGET |
| RAPTORS OF THE ROCKIES | |||||||
| PO BOX 250 | FLORENCE | MT | 59833 | 810522082 | 501(C)3 | $25,157 | SUPPORT OF RAPTORS |
| RED LODGE AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 1871 | RED LODGE | MT | 59068 | 200192255 | 501(C)3 | $12,284 | LCF+ AWARD; 2014 ANNUAL DISTRIBUTION; DOMESTIC & SEXUAL VIOLENCE |
| ROBERTS COMMUNITY FOUNDATION | |||||||
| PO BOX 284 | ROBERTS | MT | 59070 | 841425182 | 501(C)3 | $8,895 | 2014 ANNUAL DISTRIBUTION |
| ROCKY MOUNTAIN COLLEGE | |||||||
| 1511 POLY DR | BILLINGS | MT | 59102 | 810235407 | 501(C)3 | $7,067 | 2014 ANNUAL DISTRIBUTION; CLASSROOM TOOLS; ADVANCEMENT OF TECHNOLOGY |
| RONALD MCDONALD HOUSE OF CHARITIES OF MONTANA INC | |||||||
| 3003 FORT MISSOULA RD | MISSOULA | MT | 59804 | 810400667 | 501(C)3 | $30,264 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| ROUNDUP MEMORIAL HOSPITAL ASSOCIATION | |||||||
| PO BOX 40 | ROUNDUP | MT | 59072 | 810245848 | 501(C)3 | $10,975 | 2014 ANNUAL DISTRIBUTION |
| SCHOOL COMMUNITY DEVELOPMENT COUNCIL POWDER RIVER CF | |||||||
| PO BOX 629 | BROADUS | MT | 59317 | 810514945 | 501(C)3 | $6,275 | 2014 ANNUAL DISTRIBUTION |
| SEELEY LAKE COMMUNITY FOUNDATION | |||||||
| PO BOX 25 | SEELEY LAKE | MT | 59868 | 311711576 | 501(C)3 | $21,757 | 2014 ANNUAL DISTRIBUTION |
| ST ANN'S CATHEDRAL | |||||||
| 715 3RD AVENUE SOUTH | GREAT FALLS | MT | 59401 | 810235828 | 501(C)3 | $150,000 | ROOFING PROJECT |
| ST PETER'S HOSPITAL FOUNDATION | |||||||
| 2475 BROADWAY | HELENA | MT | 59601 | 810392270 | 501(C)3 | $9,713 | 2014 ANNUAL DISTRIBUTION; CANCER TREATMENT |
| ST THOMAS MORE ACADEMY | |||||||
| 6456 E BRISTOL ROAD | BURTON | MI | 48519 | 383023152 | 501(C)3 | $5,000 | ANNUAL AUCTION |
| STEVENSVILLE COMMUNITY FOUNDATION | |||||||
| PO BOX 413 | STEVENSVILLE | MT | 59870 | 810490459 | 501(C)3 | $8,508 | 2014 ANNUAL DISTRIBUTION |
| THE NEST | |||||||
| PO BOX 113 | CHARLO | MT | 59824 | 462571797 | 501(C)3 | $325,000 | PURCHASE & REMODEL OF HOME |
| THE UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | 810362989 | 501(C)3 | $22,678 | QUARTERBACK CLUB; NABGA PROGRAM; SPECTRUM DISCOVERY; 2014 ANNUAL DISTRIBUTIO |
| TOOLE COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 722 | SHELBY | MT | 59482 | 810533137 | 501(C)3 | $7,200 | ELKS VISION PROGRAM; BUILD A BENCH CONTEST |
| TUMBLEWEED RUNAWAY PROGRAM INC | |||||||
| 505 NORTH 24TH ST | BILLINGS | MT | 59101 | 363343886 | 501(C)3 | $6,190 | UNRESTRICTED GIFT; 2014 ANNUAL DISTRIBUTION |
| UNITED WAY OF CASCADE COUNTY | |||||||
| PO BOX 1343 | GREAT FALLS | MT | 59403 | 810304170 | 501(C)3 | $7,257 | 2014 ANNUAL DISTRIBUTION |
| UNITED WAY OF LEWIS & CLARK AREA | |||||||
| PO BOX 862 | HELENA | MT | 59624 | 816017354 | 501(C)3 | $12,599 | 2014 ANNUAL DISTRIBUTION |
| UNITED WAY OF MISSOULA COUNTY | |||||||
| PO BOX 7395 | MISSOULA | MT | 59807 | 810287854 | 501(C)3 | $5,000 | OPERATING SUPPORT |
| UNIVERSITY CONGREGATIONAL CHURCH | |||||||
| 405 UNIVERSITY AVE | MISSOULA | MT | 59801 | 810251572 | 501(C)3 | $6,000 | CHURCH OPERATIONS; CAPITAL CAMPAIGN |
| VALLEY COUNTY COMMUNITY FOUNDATION | |||||||
| 83 BONNIE ST | GLASGOW | MT | 59230 | 810526746 | 501(C)3 | $25,865 | 2014 ANNUAL DISTRIBUTION |
| WATSON CHILDREN'S SHELTER | |||||||
| 4978 BUCKHOUSE LN | MISSOULA | MT | 59804 | 810369020 | 501(C)3 | $20,500 | UNRESTRICTED SUPPORT |
| WEST YELLOWSTONE FOUNDATION | |||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 597580255 | 810494366 | 501(C)3 | $14,148 | 2014 ANNUAL DISTRIBUTION |
| WESTERN HERITAGE CENTER | |||||||
| 2822 MONTANA AVE | BILLINGS | MT | 59101 | 237155997 | 501(C)3 | $6,065 | 2014 ANNUAL DISTRIBUTION |
| WIBAUX COUNTY NURSING HOME | |||||||
| 712 S WIBAUX ST | WIBAUX | MT | 59353 | 810392225 | 501(C)3 | $5,955 | 2014 ANNUAL DISTRIBUTION |
| WOMEN'S RESOURCE CENTER OF DILLON | |||||||
| 221 1/2 S IDAHO ST | DILLON | MT | 59725 | 810391466 | 501(C)3 | $5,000 | COMPETITIVE GRANT |
| WORLD MUSEUM OF MINING INC | |||||||
| PO BOX 33 | BUTTE | MT | 59703 | 816014901 | 501(C)3 | $7,200 | 2014 ANNUAL DISTRIBUTION |
| YELLOWSTONE ART MUSEUM | |||||||
| 401 N 27TH ST | BILLINGS | MT | 59101 | 816014902 | 501(C)3 | $49,122 | 2014 ANNUAL DISTRIBUTION; EXPANSION CAMPAIGN; BOTANICAL EXHIBITION |
| YELLOWSTONE PARK FOUNDATION | |||||||
| 222 EAST MAIN | BOZEMAN | MT | 59715 | 830311166 | 501(C)3 | $5,879 | OPERATING SUPPORT; 2014 ANNUAL DISTRIBUTION |
| YELLOWSTONE RIVER PARKS ASSOCIATION | |||||||
| PO BOX 1201 | BILLINGS | MT | 591031201 | 364096295 | 501(C)3 | $5,655 | 2014 ANNUAL DISTRIBUTION |
| YWCA MISSOULA | |||||||
| 1130 W BROADWAY | MISSOULA | MT | 59802 | 810245851 | 501(C)3 | $7,504 | REPLACEMENT WINDOWS; SECRET SECONDS CAPITAL CAMPAIGN; COMPETITIVE GRANT |
| YWCA OF BILLINGS | |||||||
| 909 WYOMING AVE | BILLINGS | MT | 59101 | 810534954 | 501(C)3 | $6,055 | 2014 ANNUAL DISTRIBUTION; YMCA YOUTH PARTICIPATION FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 132 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR POST-SECONDARY EDUCATION | GrantTypeTxt |
| Recipient | 60 | RecipientCnt |
| Cash Grant | $135,450 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY RUTHERFORD | PersonNm |
| Title | CEO/PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $134,616 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,493 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $2,585 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,606 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $158,300 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $771,391 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DAILY AVG OF PRICES | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $603,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 BOARD. A MATRIX IS USED TO DETERMINE PERFORMANCE. 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 ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ENDOWMENT AGENCY FUND ACTIVITY -449,080. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND -155,740. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -170,566. |
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