2015-07-10T12:57:26-05:00 2014-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2014-01-01 810536902 HELENA AREA COMMUNITY FOUNDATION HELE 4064598748 PO BOX 92 HELENA MT 59624 JASON JEWETT TREASURER 4064598748 2015-06-29 1 CINDY A UTTERBACK P00102080 4064421040 2015-06-24 2014 2016-02-25 16:41:14Z X WWW.HELENAAREACOMMUNITYFOUNDATION.ORG X X 101937 X 62507 6940 29659 29659 2831 2914 -83 99023 24000 3072 2629 2697 3554 13189 49141 49882 312497 -20139 342240 X 32902 32945 279595 309295 312497 342240 0 0 312497 342240 X FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. THE GRANTS AS LISTED IN THIS RETURN ARE FUNDED WITH EARNINGS FROM AN ENDOWMENT FUND HELD AS AN ASSET OF MONTANA COMMUNITY FOUNDATION, AN AGENCY ENDOWMENT FUND HELD FOR HACF AT MCF, BOARD DESIGNATED FUNDS AND FUNDS RECEIVED FOR RE-GRANTING. 24000 35202 35202 X FRANK COTE DIRECTOR 1.00 0 0 0 LISA KUNTZ DIRECTOR 1.00 0 0 0 MARGARET CORCORAN SECRETARY 1.00 0 0 0 JASON JEWETT PRESIDENT 5.00 0 0 0 MARCY MCLEAN VICE PRESIDENT 1.00 0 0 0 KAREN JAKOVAC TREASURER 5.00 0 0 0 JULIE JOHNSON DIRECTOR 1.00 0 0 0 LINDA CARLSON EXECUTIVE DIRECTOR 10.00 3072 0 0 ALICIA PICETTE DIRECTOR AT LARGE 1.00 0 0 0 KAREN HICKS DIRECTOR 1.00 0 0 0 TOBY DEWOLF DIRECTOR 1.00 0 0 0 KATIE MEYER DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAREN JAKOVAC TREASURER 1202 DAYBREAK HELENA MT 59601 4064598748 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 60213 56558 45819 57240 62507 282337 60213 56558 45819 57240 62507 282337 13696 268641 4797 4822 5495 5947 6940 28001 310338 11043 0.86560 0.86860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME . AMOUNT: 71. DESCRIPTION: INVESTMENT EARNINGS ON AGENCY ENDOW . AMOUNT: 6,869. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 6,940. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FOOD SHARE. GRANTEE ADDRESS: 1616 LEWIS ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: WEST MONT. GRANTEE ADDRESS: 2708 BOZEMAN AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: COHESION DANCE PROJECT. GRANTEE ADDRESS: 1020 ARGYLE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HABITAT FOR HUMANITY. GRANTEE ADDRESS: 1531 NATIONAL AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: FLORENCE CRITTENTON HOME. GRANTEE ADDRESS: 901 N HARRIS STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA COMMUNITY GARDENS. GRANTEE ADDRESS: PO BOX 1222 HELENA, MT 59624-1222. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: MONTANA CITY FIRE DEPARTMENT. GRANTEE ADDRESS: 13 MISSION MOUNTAIN ROAD MONTANA CITY, MT 59634. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: MONTANA LEGAL SERVICES. GRANTEE ADDRESS: 616 HELENA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FAMILY YMCA. GRANTEE ADDRESS: 1200 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MONTANA EDUCATION PARTNERSHIPS. GRANTEE ADDRESS: PO BOX 3 HELENA, MT 59624-0003. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: LINCOLN BLACKFOOT PATHWAYS. GRANTEE ADDRESS: PO BOX 712 LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LINCOLN BLACKFOOT CHALLENGE. GRANTEE ADDRESS: PO BOX 103 OVANDO, MT 59854. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 24,000. FORM 990-EZ, PART I, LINE 14 DESCRIPTION: DEPRECIATION. AMOUNT: 1,320. DESCRIPTION: OTHER EXPENSES. AMOUNT: 1,377. TOTAL TO FORM 990-EZ, LINE 14: 2,697. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 3,005. DESCRIPTION: ADVERTISING, WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 4,576. DESCRIPTION: SUPPLIES . AMOUNT: 190. DESCRIPTION: PAYROLL TAXES . AMOUNT: 931. DESCRIPTION: DONOR CULTIVATION . AMOUNT: 1,827. DESCRIPTION: BOARD TRAINING AND EXPENSES . AMOUNT: 2,574. DESCRIPTION: MISCELLANEOUS . AMOUNT: 86. TOTAL TO FORM 990-EZ, LINE 16: 13,189. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS . AMOUNT: -20,139. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 279,595. END OF YEAR AMOUNT: 308,415. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 880. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.