MONTANA COMMUNITY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA COMMUNITY FOUNDATION INC (EIN 81-0450150)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349307746
- Schema version
- 2013v4.0
- 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 | 2015-05-14T17:13:33-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY SUITE 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY KOVARIK CPA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4064438313 | PhoneNum |
| Signature | 2015-05-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $31,852,993 | 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 | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,719,454 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,227,664 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $785,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $864,558 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,049,568 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,785,092 | CYInvestmentIncomeAmt |
| PY Other Revenue | $145,533 | PYOtherRevenueAmt |
| CY Other Revenue | $156,827 | CYOtherRevenueAmt |
| PY Total Revenue | $7,699,868 | PYTotalRevenueAmt |
| CY Total Revenue | $11,034,141 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,479,697 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,235,573 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $441,773 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $480,408 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $94,681 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,073,727 | PYOtherExpensesAmt |
| CY Other Expenses | $2,351,630 | CYOtherExpensesAmt |
| PY Total Expenses | $4,995,197 | PYTotalExpensesAmt |
| CY Total Expenses | $6,067,611 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,704,671 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,966,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,095,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,425,609 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,327,399 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,428,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $54,768,334 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,997,584 | 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 | $4,189,161 | ExpenseAmt |
| Grant | $3,235,573 | GrantAmt |
| Revenue | $1,021,385 | 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 | $4,189,161 | 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 | 0 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | HELENA | City |
| State | MT | State |
| ZIP Code | 59601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARY CRAIGLE | ||||||
| VICE-CHAIR/SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STACEY MUELLER | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN CLARK | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE GUSTAFSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN PATRICK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA WOODS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DALE WOOLHISER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF BRETHERTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARY RUTHERFORD | ||||||
| CEO/PRESIDENT | 40.00 | Yes (X) | $150,109 | $0 | $8,191 | |
| EMILY KOVARIK | ||||||
| CFO/INTERIM FOUNDATION MGR | 40.00 | Yes (X) | $103,094 | $0 | $8,553 | |
| 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN COUNTRY AIRLINE | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 MENDOTA HEIGHTS ROAD | AddressLine1 |
| City | MENDOTA HEIGHTS | City |
| State | MN | State |
| ZIP Code | 55120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CHARTER FLIGHTS FOR WWII VETERANS TRAVEL | ServicesDesc |
| Compensation | $398,272 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,227,664 | AllOtherContributionsAmt |
| Noncash Contributions | $351,050 | NoncashContributionsAmt |
| Total Contributions | $4,227,664 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $864,558 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $864,558 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $864,558 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,596,473 | TotalRevenueColumnAmt |
| Exclusion | $1,596,473 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,007,471 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,818,852 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,188,619 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,188,619 | TotalRevenueColumnAmt |
| Exclusion | $4,188,619 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $156,827 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $156,827 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $156,827 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,034,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,021,385 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,785,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,235,573 | TotalAmt |
| Program Services | $3,235,573 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,836 | TotalAmt |
| Program Services | $41,932 | ProgramServicesAmt |
| Management And General | $117,521 | ManagementAndGeneralAmt |
| Fundraising | $41,383 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,460 | TotalAmt |
| Program Services | $80,215 | ProgramServicesAmt |
| Management And General | $98,479 | ManagementAndGeneralAmt |
| Fundraising | $34,766 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,750 | TotalAmt |
| Program Services | $4,502 | ProgramServicesAmt |
| Management And General | $3,934 | ManagementAndGeneralAmt |
| Fundraising | $1,314 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,879 | TotalAmt |
| Program Services | $10,191 | ProgramServicesAmt |
| Management And General | $13,122 | ManagementAndGeneralAmt |
| Fundraising | $2,566 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,483 | TotalAmt |
| Program Services | $9,044 | ProgramServicesAmt |
| Management And General | $15,434 | ManagementAndGeneralAmt |
| Fundraising | $6,005 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,941 | TotalAmt |
| Management And General | $808,941 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,815 | TotalAmt |
| Management And General | $7,815 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,372 | TotalAmt |
| Program Services | $2,149 | ProgramServicesAmt |
| Management And General | $34,223 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,902 | TotalAmt |
| Management And General | $373,902 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $610,567 | TotalAmt |
| Program Services | $465,486 | ProgramServicesAmt |
| Management And General | $145,081 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,695 | TotalAmt |
| Program Services | $9,748 | ProgramServicesAmt |
| Management And General | $6,875 | ManagementAndGeneralAmt |
| Fundraising | $2,072 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,285 | TotalAmt |
| Program Services | $19,358 | ProgramServicesAmt |
| Management And General | $20,999 | ManagementAndGeneralAmt |
| Fundraising | $1,928 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,830 | TotalAmt |
| Program Services | $10,609 | ProgramServicesAmt |
| Management And General | $35,221 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,295 | TotalAmt |
| Program Services | $9,939 | ProgramServicesAmt |
| Management And General | $31,356 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,708 | TotalAmt |
| Program Services | $11,842 | ProgramServicesAmt |
| Management And General | $12,894 | ManagementAndGeneralAmt |
| Fundraising | $2,972 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,232 | TotalAmt |
| Program Services | $179,485 | ProgramServicesAmt |
| Management And General | $12,072 | ManagementAndGeneralAmt |
| Fundraising | $1,675 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,700 | TotalAmt |
| Management And General | $20,700 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,873 | TotalAmt |
| Program Services | $2,675 | ProgramServicesAmt |
| Management And General | $6,198 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS | $76,418 | $58,072 | $18,346 |
| RETURN OF ENDOWMENTS | $30,212 | $30,212 | |
| PRINTING & PUBLICATIONS | $7,675 | $7,019 | $656 |
| ADVOCACY SUPPORT | $1,110 | $1,110 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,067,611 | TotalAmt |
| Program Services | $4,189,161 | ProgramServicesAmt |
| Management And General | $1,783,769 | ManagementAndGeneralAmt |
| Fundraising | $94,681 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,628 | BOYAmt |
| EOY | $395,623 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,767,353 | BOYAmt |
| EOY | $2,334,669 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,843 | BOYAmt |
| EOY | $28,331 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $288,933 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $235,931 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,404 | BOYAmt |
| EOY | $53,002 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,764,222 | BOYAmt |
| EOY | $70,169,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,283 | BOYAmt |
| EOY | $1,444,573 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,095,733 | BOYAmt |
| EOY | $74,425,609 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,798 | BOYAmt |
| EOY | $120,710 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $803,773 | BOYAmt |
| EOY | $740,436 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,493,828 | BOYAmt |
| EOY | $10,566,879 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,327,399 | BOYAmt |
| EOY | $11,428,025 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,192 | BOYAmt |
| EOY | $965,502 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,360,046 | BOYAmt |
| EOY | $14,030,078 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,639,096 | BOYAmt |
| EOY | $48,002,004 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,768,334 | BOYAmt |
| EOY | $62,997,584 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,095,733 | BOYAmt |
| EOY | $74,425,609 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,966,530 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,268,964 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,006,244 | 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 | $1,939,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,488,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,956,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,719,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,227,664 | CurrentTaxYearAmt |
| Total | $15,332,494 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,939,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,488,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,956,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,719,454 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,227,664 | CurrentTaxYearAmt |
| Total | $15,332,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,090,216 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,242,278 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,201,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,466,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,548,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,569,206 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,596,473 | CurrentTaxYearAmt |
| Total | $7,381,555 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,714,049 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,828,682 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62700 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60780 | 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 | $411,565 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $399,760 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $811,325 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,216,988 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,445 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $10,006 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $45,451 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $102,891 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $99,940 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $202,831 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $304,247 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $35,445 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $35,445 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 67 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 68 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,753,744 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $254,697 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,027,909 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $621,418 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,666,200 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $8,266,183 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,844,182 | BeginningYearBalanceAmt |
| Contributions | $1,274,485 | ContributionsAmt |
| Investment Earnings Or Losses | $4,041,407 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,842,391 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$5,871 | OtherExpendituresAmt |
| Administrative Expenses | -$849,246 | AdministrativeExpensesAmt |
| End Year Balance | $41,462,566 | 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 | $288,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $235,931 | DepreciationAmt |
| Book Value | $53,002 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,002 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENTS | Desc |
| Book Value | $70,169,411 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $70,169,411 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE REMAINDER UNITRUSTS | $612,467 |
| FUNDS HELD AS AGENCY ENDOWMENTS | $8,625,135 |
| CHARITABLE AND DEFERRED GIFT ANNUITIES | $1,329,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,566,879 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,135,497 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,268,964 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $237,719 | OtherRevenueAmt |
| Revenue Not Reported | $4,506,683 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,628,814 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,405,327 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,405,327 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,034,141 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,906,247 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,906,247 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,161,364 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,161,364 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,067,611 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 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, 2014 AND 2013, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 237,719. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AGENCY ENDOWMENT FUND ACTIVITY 1,480,576. MANAGEMENT FEE 726,446. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 198,305. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES 726,446. AGENCY ENDOWMENT FUND ACTIVITY 434,918. |
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 | $3,359,382 | 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 | $3,359,382 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,359,382 | 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 STATEMENT. 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 (136 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABSAROKEE COMMUNITY FOUNDATION | |||||||
| PO BOX 72 | ABSAROKEE | MT | 59001 | 731658638 | 501(C)3 | $13,815 | GENERAL SUPPORT |
| ALBERTA BAIR THEATER | |||||||
| PO BOX 1556 | BILLINGS | MT | 59103 | 810406157 | 501(C)3 | $31,817 | GENERAL SUPPORT |
| AMERICAN INDIAN INSTITUTE | |||||||
| 502 WEST MENDENHALL ST | BOZEMAN | MT | 59715 | 810339551 | 501(C)3 | $38,586 | GENERAL SUPPORT |
| APOSTLES EVANGELICAL LUTHERAN CHURCH | |||||||
| 3140 BROADWATER AVE | BILLINGS | MT | 59102 | 816035157 | 501(C)3 | $14,698 | BUILDING EXPANSION; GENERAL SUPPORT; PAINTING OF SANCTUARY CEILING |
| ARCHIE BRAY FOUNDATION | |||||||
| 2915 COUNTRY CLUB AVE | HELENA | MT | 59601 | 810284022 | 501(C)3 | $5,173 | GENERAL SUPPORT |
| ARIZONA STATE UNIVERSITY | |||||||
| PO BOX 871612 | TEMPE | AZ | 85287 | 866051042 | GOVT | $5,000 | SCHOLARSHIP FOR STUDENT |
| BEACON COMMUNITY FOUNDATION | |||||||
| PO BOX 726 | SCOBEY | MT | 59263 | 810498333 | 501(C)3 | $8,575 | GENERAL SUPPORT |
| BELT PUBLIC SCHOOLS EDUCATION FOUNDATION | |||||||
| 19 RED COULEE RD | BELT | MT | 59412 | 412042648 | 501(C)3 | $16,917 | SCHOLARSHIPS FOR STUDENTS |
| BELT SWIMMING POOL CORP | |||||||
| PO BOX 601 | BELT | MT | 59412 | 810433310 | 501(C)3 | $6,000 | SCHOLARSHIPS |
| BENEFIS HEALTHCARE FOUNDATION | |||||||
| PO BOX 7008 | GREAT FALLS | MT | 594067008 | 810480587 | 501(C)3 | $5,392 | GENERAL SUPPORT; HEART AND VASCULAR PROGRAM |
| BENEVOLENT & PROTECTIVE ORDER OF ELKS OF THE USA 1764 | |||||||
| 304 MAIN ST | WOLF POINT | MT | 59201 | 810227892 | 501(C)8 | $10,000 | RENOVATE ELKS BUILDING |
| BIG BLACKFOOT CHAPTER OF MONTANA TROUT UNLIMITED | |||||||
| PO BOX 1 | OVANDO | MT | 59854 | 521765527 | 501(C)3 | $40,000 | STREAM RESTORATION |
| BIGFORK CENTER FOR THE PERFORMING ARTS FOUNDATION | |||||||
| PO BOX 1230 | BIGFORK | MT | 59911 | 810424706 | 501(C)3 | $15,428 | GENERAL SUPPORT; GARDEN MAINTENANCE |
| BILLINGS CATHOLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 31158 | BILLINGS | MT | 59107 | 383819006 | 501(C)3 | $100,000 | BUILDING OF NEW SCHOOL |
| BILLINGS COMMUNITY FOUNDATION | |||||||
| PO BOX 1255 | BILLINGS | MT | 59103 | 204286919 | 501(C)3 | $20,508 | GENERAL SUPPORT |
| BILLINGS FOOD BANK INC | |||||||
| PO BOX 1158 | BILLINGS | MT | 59103 | 363519470 | 501(C)3 | $16,597 | FOOD SUPPORT; GENERAL SUPPORT |
| BLACKFEET NATION HIGHER EDUCATION PROGRAM | |||||||
| PO BOX 850 | BROWNING | MT | 59417 | 810212955 | 501(C)3 | $5,195 | GENERAL SUPPORT |
| BLACKFEET RESERVATION DEVELOPMENT FUND INC | |||||||
| PO BOX 3029 | BROWNING | MT | 59417 | 363784925 | 501(C)3 | $18,414 | GENERAL SUPPORT |
| BLACKFOOT CHALLENGE | |||||||
| PO BOX 103 | OVANDO | MT | 59854 | 810488863 | 501(C)3 | $15,000 | SWAN EDUCATION FOR DROUGHT RESPONSE, IRRIGATION, AND CARCASS REMOVAL |
| BOISE STATE UNIVERSITY | |||||||
| 1910 UNIVERSITY DR | BOISE | ID | 83725 | 826010706 | GOVT | $7,000 | SCHOLARSHIPS FOR STUDENTS |
| BOYS & GIRLS CLUB OF NORTH CENTRAL MONTANA | |||||||
| PO BOX 652 | GREAT FALLS | MT | 59403 | 810475269 | 501(C)3 | $9,945 | GENERAL SUPPORT |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | |||||||
| 626 E MAIN ST | BOZEMAN | MT | 59715 | 810405940 | 501(C)3 | $12,059 | GENERAL SUPPORT |
| BRDWATER PRODUCTIONS INC (GRANDST THEATRE) | |||||||
| PO BOX 1258 | HELENA | MT | 59624 | 810357843 | 501(C)3 | $6,937 | GENERAL SUPPORT |
| BUTTE-SILVER BOW COMMUNITY FOUNDATION | |||||||
| 3505 QUINCY ST | BUTTE | MT | 59703 | 273492133 | 501(C)3 | $6,321 | GENERAL SUPPORT |
| CAMP MAK-A-DREAM | |||||||
| PO BOX 1450 | MISSOULA | MT | 598061450 | 810472959 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| CARROLL COLLEGE | |||||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | 810231774 | 501(C)3 | $18,629 | SCHOLARSHIPS; GENERAL SUPPORT |
| CENTER FOR MENTAL HEALTH | |||||||
| PO BOX 1653 | GREAT FALLS | MT | 59403 | 810347441 | 501(C)3 | $6,661 | GENERAL SUPPORT |
| CHICKS N CHAPS | |||||||
| PO BOX 4442 | MISSOULA | MT | 59806 | 272760144 | 501(C)3 | $25,000 | GENERAL SUPPORT |
| COMMUNITY FOUNDATION FOR A BETTER BIGFORK | |||||||
| PO BOX 1439 | BIGFORK | MT | 59911 | 237067099 | 501(C)3 | $10,197 | GENERAL SUPPORT |
| COMMUNITY MEDICAL CENTER FOUNDATION | |||||||
| 2827 FORT MISSOULA RD | MISSOULA | MT | 59804 | 363627205 | 501(C)3 | $5,000 | GENERAL SUPPORT FOR WOMEN'S AND NEWBORN CENTER |
| COMMUNITY WORKS INCEXPLORATION WORKS MUSEUM OF SCIENCE & C | |||||||
| 995 CAROUSEL WAY | HELENA | MT | 59601 | 810541491 | 501(C)3 | $7,301 | GENERAL SUPPORT; STEM GRANT FOR STEM EXHIBIT |
| EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS | |||||||
| 415 N 30TH ST SUITE 312 | BILLINGS | MT | 59101 | 810452904 | 501(C)3 | $8,820 | GENERAL SUPPORT |
| FAIRFIELD CHAMBER OF COMMERCE | |||||||
| PO BOX 776 | FAIRFIELD | MT | 59436 | 320190733 | 501(C)3 | $10,816 | EDUCATION MATERIALS ABOUT FAIRFIELD, MT |
| FIRST UNITED METHODIST CHURCH | |||||||
| 610 SECOND AVE NORTH | GREAT FALLS | MT | 59401 | 810235852 | 501(C)3 | $12,000 | GENERAL SUPPORT |
| FIVE VALLEYS LAND TRUST | |||||||
| PO BOX 8953 | MISSOULA | MT | 59807 | 237182055 | 501(C)3 | $11,865 | GENERAL SUPPORT; RICH RANCH CONSERVATION EASEMENT |
| FLATHEAD LAND TRUST | |||||||
| PO BOX 1913 | KALISPELL | MT | 59903 | 363479966 | 501(C)3 | $5,646 | GENERAL SUPPORT; SMITH LAKE BIRD HABITAT CONSERVATION EASEMENT PROJECT |
| FORSYTH PUBLIC SCHOOLS | |||||||
| PO BOX 319 | FORSYTH | MT | 59327 | 816000897 | GOVT | $6,748 | DRUNK BUSTER PEDAL KART FOR DRR'S EDUCATION; DRUM SET FOR BAND DEPARTMENT |
| FORT PECK THEATRE | |||||||
| PO BOX 973 | GLASGOW | MT | 59230 | 810306649 | 501(C)3 | $5,290 | GENERAL SUPPORT |
| FRIENDS OF THE PIONEER MUSEUM | |||||||
| PO BOX 975 | GLASGOW | MT | 59230 | 810479627 | 501(C)3 | $8,761 | GENERAL SUPPORT |
| GALLATIN VALLEY LAND TRUST | |||||||
| PO BOX 7021 | BOZEMAN | MT | 59715 | 810464513 | 501(C)3 | $5,500 | GENERAL SUPPORT; FIN RANCH CONSERVATION EASEMENT PROJECT |
| GIRL SCOUTS OF MONTANA & WYOMING | |||||||
| 2302 GRAND AVE | BILLINGS | MT | 59102 | 816001486 | 501(C)3 | $8,060 | STEM GRANT FOR NATIONAL LEGO TEAM |
| GLACIER SYMPHONY ORCHESTRA & CHORALE | |||||||
| PO BOX 2491 | KALISPELL | MT | 599032491 | 810413320 | 501(C)3 | $7,093 | GENERAL SUPPORT |
| GLASGOW EDUCATION TRUST FOUNDATION | |||||||
| 741 3RD AVE SO | GLASGOW | MT | 59230 | 237017819 | 501(C)3 | $5,968 | SCHOLARSHIPS |
| GRANITE COUNTY MEDICAL CENTER | |||||||
| 310 SANSOME ST | PHILIPSBURG | MT | 59858 | 810385629 | 501(C)3 | $10,000 | WELL CHILD CARE PROJECT |
| GREAT FALLS COMMUNITY FOOD BANK | |||||||
| 1620 12TH AVE N | GREAT FALLS | MT | 59401 | 363540471 | 501(C)3 | $15,000 | SCHOOL PANTRY PROGRAM - FOOD PURCHASES |
| GREAT FALLS PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 2429 | GREAT FALLS | MT | 59403 | 272577990 | 501(C)3 | $7,000 | GENERAL SUPPORT |
| GREAT FALLS SYMPHONY ASSOCIATION | |||||||
| PO BOX 1078 | GREAT FALLS | MT | 59403 | 816014907 | 501(C)3 | $47,215 | GENERAL SUPPORT |
| GREATER GALLATIN UNITED WAY | |||||||
| 945 TECHNOLOGY BLVD STE 10-F | BOZEMAN | MT | 59718 | 810384820 | 501(C)3 | $13,725 | GENERAL SUPPORT |
| GREATER MISSOULA FAMILY YMCA | |||||||
| 3000 SOUTH RUSSELL | MISSOULA | MT | 59801 | 810300829 | 501(C)3 | $14,943 | ROUND TABLE CAMPAIGN; GENERAL SUPPORT; RIVERBANK RUN |
| GREATER POLSON COMMUNITY FOUNDATION | |||||||
| PO BOX 314 | POLSON | MT | 59860 | 262883184 | 501(C)3 | $14,765 | GENERAL SUPPORT |
| HARVARD COLLEGE | |||||||
| 86 BRATTLE ST | CAMBRIDGE | MA | 02138 | 042103580 | 501(C)3 | $5,000 | SCHOLARSHIP FOR STUDENT |
| HEAD START INC BILLINGS | |||||||
| 615 N 19TH | BILLINGS | MT | 59101 | 810398508 | 501(C)3 | $7,334 | GENERAL SUPPORT; HELP FOR LOW INCOME CHILDREN |
| HELENA AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 92 | HELENA | MT | 59624 | 810536902 | 501(C)3 | $21,883 | GENERAL SUPPORT |
| HELENA EDUCATION FOUNDATION | |||||||
| PO BOX 792 | HELENA | MT | 59604 | 810544494 | 501(C)3 | $7,076 | GENERAL SUPPORT |
| HELENA PRESENTS (MYRNA LOY CENTER) | |||||||
| 15 N EWING | HELENA | MT | 59601 | 510185430 | 501(C)3 | $28,390 | GENERAL SUPPORT |
| HELENA SYMPHONY | |||||||
| 2 N LAST CHANCE GULCH | HELENA | MT | 59601 | 810523705 | 501(C)3 | $7,754 | GENERAL SUPPORT |
| HELENA YMCA | |||||||
| 1200 N LAST CHANCE GULCH | HELENA | MT | 59601 | 810231815 | 501(C)3 | $8,809 | GENERAL SUPPORT |
| HELMVILLE SCHOOL DISTRICT #15 | |||||||
| POBOX 91 | HELMVILLE | MT | 59843 | 816000811 | GOVT | $5,100 | EDUCATIONAL TRIP FOR STUDENTS |
| HOLTER MUSEUM OF ART | |||||||
| 12 EAST LAWRENCE ST | HELENA | MT | 59601 | 810472958 | 501(C)3 | $25,254 | GENERAL SUPPORT |
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 EWING | HELENA | MT | 59601 | 521121079 | 501(C)3 | $7,185 | GENERAL SUPPORT |
| INTERMOUNTAIN CHILDREN'S HOME | |||||||
| 500 S LAMBORN | HELENA | MT | 59601 | 810231775 | 501(C)3 | $42,732 | GENERAL SUPPORT; ADMISSION SUPPORT FOR CHILDREN; AUTISM CONFERENCE |
| INTERNATIONAL CHORAL FESTIVAL | |||||||
| PO BOX 8203 | MISSOULA | MT | 59807 | 810459276 | 501(C)3 | $6,636 | GENERAL SUPPORT |
| INTERNATIONAL HUNTER EDUCATION ASSOCIATION | |||||||
| 2727 W 92ND AVE SUITE 103 | FEDERAL HEIGHTS | CO | 80260 | 371145157 | 501(C)3 | $6,182 | GENERAL SUPPORT |
| LIBERTY VILLAGE ARTS CENTER AND GALLERY | |||||||
| PO BOX 269 | CHESTER | MT | 59522 | 810364834 | 501(C)3 | $5,000 | EXHIBIT AND REPAIRS |
| LUSTRE CHRISTIAN HIGH SCHOOL ENDOWMENT FUND INC | |||||||
| PO BOX 2145 | WOLF POINT | MT | 59201 | 810518189 | 501(C)3 | $10,000 | RENOVATION OF CHRISTIAN HIGH SCHOOL |
| MANHATTAN CHRISTIAN SCHOOL FOUNDATION | |||||||
| 8000 CHURCHILL RD | MANHATTAN | MT | 59741 | 363470610 | 501(C)3 | $10,800 | SCHOOL ACTIVITIES; SCHOLARSHIPS |
| MANHATTAN HIGH SCHOOL | |||||||
| 416 NORTH BRDWAY | MANHATTAN | MT | 59741 | 816000410 | GOVT | $11,685 | GENERAL SUPPORT |
| MANHATTAN PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 1223 | MANHATTAN | MT | 597411223 | 412180351 | 501(C)3 | $21,647 | SCHOLARSHIPS FOR STUDENTS |
| MINERAL COUNTY COMMUNITY FOUNDATION | |||||||
| PO BOX 93 | SUPERIOR | MT | 59872 | 810501990 | 501(C)3 | $5,204 | GENERAL SUPPORT |
| MISSOULA COMMUNITY FOUNDATION | |||||||
| PO BOX 1968 | MISSOULA | MT | 59806 | 810539830 | 501(C)3 | $30,713 | GENERAL SUPPORT; SUPPORT OF "GIVE LOCAL MISSOULA" |
| MISSOULA FOOD BANK | |||||||
| 219 S 3RD ST W | MISSOULA | MT | 59801 | 810414143 | 501(C)3 | $11,382 | GENERAL SUPPORT; FOOD PURCHASES |
| MISSOULA INTERNATIONAL SCHOOL | |||||||
| 1100 HARRISON | MISSOULA | MT | 59802 | 810501614 | 501(C)3 | $15,000 | EDUCATION EXPENSES |
| MISSOULA SYMPHONY ASSOCIATION | |||||||
| PO BOX 8301 | MISSOULA | MT | 59807 | 810290730 | 501(C)3 | $11,068 | GENERAL SUPPORT; SYMPHONY IN THE PARK |
| MONTANA AUDUBON | |||||||
| PO BOX 595 | HELENA | MT | 59624 | 810412530 | 501(C)3 | $7,692 | GENERAL SUPPORT |
| MONTANA COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| 820 - 17TH AVE SOUTH | GREAT FALLS | MT | 59405 | 810343177 | 501(C)3 | $5,913 | GENERAL SUPPORT; ESTABLISHMENT OF NEW CHAPTER IN MILES CITY |
| MONTANA HISTORY FOUNDATION | |||||||
| 1750 NORTH WASHINGTON ST | HELENA | MT | 59624 | 810435459 | 501(C)3 | $5,814 | GENERAL SUPPORT; SUPPORT OF WOMEN'S MURAL IN CAPITOL |
| MONTANA LAND RELIANCE | |||||||
| PO BOX 355 | HELENA | MT | 59624 | 810369262 | 501(C)3 | $10,855 | GENERAL SUPPORT; CIRCLE S RANCH CONSERVATION EASEMENT |
| MONTANA PROFESSIONAL TEACHING FOUNDATION | |||||||
| 1232 EAST 6TH AVE | HELENA | MT | 59601 | 810511792 | 501(C)3 | $19,028 | GENERAL SUPPORT |
| MONTANA STATE UNIVERSITY - BILLINGS | |||||||
| 1500 N 30TH ST | BILLINGS | MT | 59101 | 810025301 | GOVT | $7,350 | SCHOLARSHIPS FOR STUDENTS |
| MONTANA STATE UNIVERSITY - BOZEMAN | |||||||
| PO BOX 174160 | BOZEMAN | MT | 59717 | 816010045 | GOVT | $98,656 | SCHOLARSHIPS; SUPPORT OF LILLY LEDBETTER PRESENTATION |
| MONTANA STATE UNIVERSITY - NORTHERN | |||||||
| PO BOX 7751 | HAVRE | MT | 59501 | 810375335 | GOVT | $5,450 | SCHOLARSHIPS FOR STUDENTS |
| MONTANA STATE UNIVERSITY ALUMNI ASSOCIATION | |||||||
| 1501 S 11TH AVE | BOZEMAN | MT | 59715 | 810235631 | 501(C)3 | $6,000 | BRIGHT BEGINNINGS SCHOLARSHIP PROGRAM; COLLEGE OF BUSINESS |
| MONTANA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 172750 | BOZEMAN | MT | 597172750 | 816001649 | 501(C)3 | $7,500 | GENERAL SUPPORT; SCHOLARSHIPS |
| MONTANA TECH | |||||||
| 1300 W PARK ST | BUTTE | MT | 59703 | 816001654 | GOVT | $57,348 | SCHOLARSHIPS FOR STUDENTS |
| MONTANA WILDERNESS ASSOCIATION | |||||||
| 30 S EWING ST | HELENA | MT | 59601 | 510198932 | 501(C)3 | $10,414 | GENERAL SUPPORT |
| MORNINGSTAR LEARNING CENTER | |||||||
| PO BOX 160505 | BIG SKY | MT | 59716 | 205113402 | 501(C)3 | $19,350 | GENERAL SUPPORT |
| MSU BILLINGS FOUNDATION | |||||||
| 1500 UNIVERSITY DR | BILLINGS | MT | 59101 | 810301477 | 501(C)3 | $7,000 | GENERAL SUPPORT; SCHOLARSHIPS |
| MUSEUM OF THE ROCKIES | |||||||
| 600 WEST KAGY BLVD | BOZEMAN | MT | 59717 | 816016828 | 501(C)3 | $7,026 | GENERAL SUPPORT |
| MUSSELSHELL VALLEY COMMUNITY FOUNDATION | |||||||
| PO BOX 713 | ROUNDUP | MT | 59072 | 810512493 | 501(C)3 | $8,013 | GENERAL SUPPORT |
| MUSTANG FOUNDATION | |||||||
| PO BOX 757 | MALTA | MT | 59538 | 810511874 | 501(C)3 | $11,157 | SCHOLARSHIPS |
| NATIONAL GIRLS COLLABORATIVE PROJECT | |||||||
| 19020 33RD AVE W STE 210 | LYNNWOOD | WA | 98036 | 311626190 | 501(C)3 | $10,000 | STEM GRANT (MATCH FOR MONTANA PROJECT) |
| NETWORK FOR TEACHING ENTREPRENEURSHIP (NFTE) | |||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | 133408731 | 501(C)3 | $151,920 | HIGH SCHOOL FINANCIAL LITERACY COURSES FOR MONTANA HIGH SCHOOLS |
| NORTHEAST MONTANA VETERAN'S MEMORIAL INC | |||||||
| PO BOX 202 | GLASGOW | MT | 59230 | 462087724 | 501(C)19 | $10,000 | BUILD AND MAINTAIN VETERAN MEMORIAL |
| NYE COMMUNITY FOUNDATION | |||||||
| PO BOX 528 | NYE | MT | 59061 | 810531083 | 501(C)3 | $7,271 | GENERAL SUPPORT |
| OVANDO SCHOOL DISTRICT | |||||||
| PO BOX 176 | OVANDO | MT | 59854 | 816000809 | GOVT | $8,000 | CULTURAL ENRICHMENT COMMITTEE NEW INSTRUMENTS; PRESCHOOL MATERIALS |
| PARENTS LET'S UNITE FOR KIDS | |||||||
| 516 N 32ND ST | BILLINGS | MT | 59101 | 810422077 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| PARK UNIVERSITY - MISSOURI | |||||||
| 8700 NW RIVER PARK DR | PARKVILLE | MO | 64152 | 440562048 | 501(C)3 | $5,000 | SCHOLARSHIP FOR STUDENT |
| PLAINS JUSTICE | |||||||
| POBOX 1398 | BILLINGS | MT | 59103 | 383748744 | 501(C)3 | $5,000 | SUPPORT OF SEARCH FOR NEW DEPUTY EXECUTIVE DIRECTOR |
| PLENTYWOOD DIAMOND JUBILEE SCHOLARSHIP FOUNDATION | |||||||
| PO BOX 656 | PLENTYWOOD | MT | 59254 | 810446556 | 501(C)3 | $5,408 | SCHOLARSHIPS |
| POVERELLO CENTER | |||||||
| PO BOX 7644 | MISSOULA | MT | 59802 | 237439391 | 501(C)3 | $6,000 | "HELP BUILD HOPE" CAMPAIGN |
| POWELL COUNTY TREASURER | |||||||
| 409 MISSOURI AVE | DEER LODGE | MT | 59722 | 816001412 | 501(C)3 | $6,000 | COMMUNICATION EQUIPMENT FOR HELMVILLE FIRE DEPARTMENT |
| RAPTORS OF THE ROCKIES | |||||||
| PO BOX 250 | FLORENCE | MT | 59833 | 810522082 | 501(C)3 | $10,000 | GENERAL SUPPORT |
| RED LODGE AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 1871 | RED LODGE | MT | 59068 | 200192255 | 501(C)3 | $13,032 | RED LODGE FUN RUN; GENERAL SUPPORT |
| ROBERTS COMMUNITY FOUNDATION | |||||||
| PO BOX 284 | ROBERTS | MT | 59070 | 841425182 | 501(C)3 | $7,508 | GENERAL SUPPORT |
| ROCKY MOUNTAIN COLLEGE | |||||||
| 1511 POLY DR | BILLINGS | MT | 59102 | 810235407 | 501(C)3 | $9,936 | SCHOLARSHIPS; GENERAL SUPPORT; ADVANCEMENT OF TECHNOLOGY |
| RONALD MCDONALD HOUSE OF CHARITIES OF MONTANA INC | |||||||
| 3003 FORT MISSOULA RD | MISSOULA | MT | 59804 | 810400667 | 501(C)3 | $29,504 | GENERAL SUPPORT |
| ROUNDUP MEMORIAL HOSPITAL ASSOCIATION | |||||||
| PO BOX 40 | ROUNDUP | MT | 59072 | 810245848 | 501(C)3 | $7,118 | GENERAL SUPPORT |
| SCHOOL COMMUNITY DEVELOPMENT COUNCIL POWDER RIVER CF | |||||||
| POBOX 421 | BRDUS | MT | 59317 | 810514945 | 501(C)3 | $5,183 | GENERAL SUPPORT |
| SEELEY LAKE COMMUNITY FOUNDATION | |||||||
| PO BOX 25 | SEELEY LAKE | MT | 59868 | 311711576 | 501(C)3 | $23,290 | GENERAL SUPPORT |
| SEELEY LAKE MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 1186 | SEELEY LAKE | MT | 59868 | 810345230 | 501(C)3 | $40,000 | EXPANSION OF DENTAL SERVICES |
| ST PETER'S HOSPITAL FOUNDATION | |||||||
| 2475 BROADWAY | HELENA | MT | 59601 | 810392270 | 501(C)3 | $8,292 | GENERAL SUPPORT |
| STEVENSVILLE COMMUNITY FOUNDATION | |||||||
| PO BOX 413 | STEVENSVILLE | MT | 59870 | 810490459 | 501(C)3 | $7,124 | GENERAL SUPPORT |
| THE CENTER FOR CHILDREN AND FAMILIES | |||||||
| 3021 3RD AVE N | BILLINGS | MT | 59101 | 262318221 | 501(C)3 | $6,814 | PROTECTING CHILDREN AND STRENGTHENING FAMILIES |
| THE UNIVERSITY OF MONTANA | |||||||
| LOMMASON CENTER 218 | MISSOULA | MT | 59807 | 816001713 | GOVT | $39,950 | SCHOLARSHIPS FOR STUDENTS; SPECTRUM CAMP SCHOLARSHIPS |
| THE UNIVERSITY OF MONTANA FOUNDATION | |||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | 810362989 | 501(C)3 | $440,727 | SCHOLARSHIPS; EXPAND YOUR HORIZONS CONFERENCE; GENERAL SUPPORT |
| TOWN OF SUNBURST | |||||||
| PO BOX 245 | SUNBURST | MT | 59482 | 816001314 | GOVT | $11,448 | WALKING TRAIL |
| TUMBLEWEED RUNAWAY PROGRAM INC | |||||||
| 505 NORTH 24TH ST | BILLINGS | MT | 59101 | 363343886 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| TWIN BRIDGES SENIOR AND COMMUNITY CENTER | |||||||
| PO BOX 7 | TWIN BRIDGES | MT | 59754 | 261949722 | 501(C)3 | $10,000 | KITCHEN EQUIPMENT |
| UNITED WAY OF CASCADE COUNTY | |||||||
| PO BOX 1343 | GREAT FALLS | MT | 59403 | 810304170 | 501(C)3 | $5,885 | GENERAL SUPPORT |
| UNITED WAY OF LEWIS & CLARK AREA | |||||||
| PO BOX 862 | HELENA | MT | 59624 | 816017354 | 501(C)3 | $9,858 | GENERAL SUPPORT |
| UNITED WAY OF MISSOULA COUNTY | |||||||
| PO BOX 7395 | MISSOULA | MT | 59807 | 810287854 | 501(C)3 | $5,000 | GENERAL SUPPORT |
| UNIVERSITY CONGREGATIONAL CHURCH | |||||||
| 405 UNIVERSITY AVE | MISSOULA | MT | 59801 | 810251572 | 501(C)3 | $6,000 | GENERAL SUPPORT; VISION CAPITAL CAMPAIGN |
| UNIVERSITY OF MONTANA - HELENA COLLEGE OF TECHNOLOGY | |||||||
| 1115 N ROBERTS | HELENA | MT | 59601 | 810302402 | GOVT | $5,598 | SCHOLARSHIPS FOR STUDENTS |
| UNIVERSITY OF MONTANA - WESTERN | |||||||
| 710 S ATLANTIC ST | DILLON | MT | 59725 | 810386970 | GOVT | $13,500 | SCHOLARSHIPS FOR STUDENTS |
| UNIVERSITY OF WASHINGTON | |||||||
| POBOX 24967 | SEATTLE | WA | 981241967 | 916001537 | GOVT | $5,000 | SCHOLARSHIP FOR STUDENT |
| VALLEY COUNTY COMMUNITY FOUNDATION | |||||||
| 83 BONNIE ST | GLASGOW | MT | 59230 | 810526746 | 501(C)3 | $25,774 | GENERAL SUPPORT; LOCAL STUDENT SCHOLARSHIP |
| VITAL GROUND FOUNDATION | |||||||
| BUILDING T-2 FORT MISSOULA RD | MISSOULA | MT | 59804 | 870483446 | 501(C)3 | $10,000 | ELK FLATS NEIGHBORS CONSERVATION PROJECT |
| WATSON CHILDREN'S SHELTER | |||||||
| 4978 BUCKHOUSE LN | MISSOULA | MT | 59804 | 810369020 | 501(C)3 | $40,000 | GENERAL SUPPORT; VAN FOR TRANSPORTING CHILDREN |
| WEST YELLOWSTONE FOUNDATION | |||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 597580255 | 810494366 | 501(C)3 | $11,793 | GENERAL SUPPORT |
| WESTERN HERITAGE CENTER | |||||||
| 2822 MONTANA AVE | BILLINGS | MT | 59101 | 237155997 | 501(C)3 | $5,185 | GENERAL SUPPORT |
| WHITWORTH UNIVERSITY | |||||||
| 300 WEST HAWTHORNE RD | SPOKANE | WA | 99251 | 910473310 | 501(C)3 | $5,621 | SCHOLARSHIPS FOR STUDENTS |
| WIBAUX COUNTY NURSING HOME | |||||||
| 712 S WIBAUX ST | WIBAUX | MT | 59353 | 810392225 | 501(C)3 | $5,092 | GENERAL SUPPORT |
| WOLF POINT MUSEUM | |||||||
| 203 US HWY 2 | WOLF POINT | MT | 59201 | 816033737 | 501(C)3 | $6,500 | CONSTRUCT STORAGE BUILDING FOR MUSEUM EQUIPMENT AND ARTIFACTS |
| WORLD MUSEUM OF MINING INC | |||||||
| PO BOX 33 | BUTTE | MT | 59703 | 816014901 | 501(C)3 | $6,159 | GENERAL SUPPORT |
| YELLOWSTONE ART MUSEUM | |||||||
| 401 N 27TH ST | BILLINGS | MT | 59101 | 816014902 | 501(C)3 | $47,365 | PRESENTATION SUPPORT; GENERAL SUPPORT; SENIOR ART CONNECTIONS |
| YELLOWSTONE PARK FOUNDATION | |||||||
| 222 EAST MAIN | BOZEMAN | MT | 59715 | 830311166 | 501(C)3 | $5,420 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 134 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,606 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,585 | 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 | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $351,050 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DAILY AVG OF PRICES | 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 (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | CHANGES TO THE ORGANIZATIONAL DOCUMENTS INCLUDED THE FOLLOWING: -THE NUMBER OF BOARD MEMBERS ALLOWED WAS INCREASED FROM 17 TO 21. -DECLARATION WAS ADDED THAT DIRECTORS WILL NOT BE COMPENSATED FOR THEIR SERVICES. -POLICY REGARDING RESIGNATION OF BOARD DIRECTORS WAS ADDED. -POLICY FOR REMOVAL OF A DIRECTOR WAS ADDED TO INCLUDE A TWO-THIRDS WRITTEN BALLOT VOTE. -THE BOARD'S EMPLOYMENT AUTHORIZATION WAS REDEFINED TO INCLUDE THE CEO ONLY. -THE POLICY DEFINING QUORUM AND VOTING FOR MEETINGS WAS DECLARED AS A MAJORITY OF DIRECTORS PRESENT, CAN INCLUDE IN PERSON OR ELECTRONICALLY HELD MEETINGS, AND PROXY VOTING IS NOT ALLOWED. -POLICY WAS ADDED ALLOWING MEETINGS BY ELECTRONIC COMMUNICATION. -DUTIES OF THE SECRETARY WERE REDEFINED AS BEING RESPONSIBLE FOR ENSURING THE TAKING OF MINUTES AND PROPER MAINTENANCE OF MINUTES, BUT NOT ACTUALLY BEING THE PERSON TO TAKE AND KEEP THE MINUTES. -DUTIES OF THE TREASURER WERE REDEFINED AS BEING RESPONSIBLE FOR ENSURING THE BOOKS OF THE FOUNDATION'S BUSINESS ARE KEPT, BUT NOT ACTUALLY BE THE PERSON HAVING CHARGE AND CUSTODY OF ALL FUNDS AND SECURITIES. -CHIEF EXECUTIVE OFFICER REVIEW RESPONSIBILITY WAS ADDED TO THE EXECUTIVE COMMITTEE. -TERM OF OFFICE FOR COMMITTEE CHAIRS WAS CHANGED FROM TWO YEARS TO ONE YEAR. -COMMITTEE TERMS WERE REDEFINED TO INCLUDE THAT THE FOUNDATION CHAIR SHALL BE A NON-VOTING EX-OFFICIO MEMBER OF ALL COMMITTEES. -COMMITTEE STRUCTURE WAS ADJUSTED TO INCLUDE AN INVESTMENT COMMITTEE, A SEPARATE FINANCE AND HUMAN RESOURCES COMMITTEE, AND THE AUDIT COMMITTEE BECAME THE AUDIT AND COMPLIANCE COMMITTEE. THE NOMINATING COMMITTEE BECAME THE NOMINATING AND GOVERNANCE COMMITTEE AND THE GOVERNANCE RELATIONSHIP COMMITTEE WAS REMOVED. -AN ARTICLE VII WAS ADDED TO DESCRIBE THE EMPLOYMENT, ROLE, REPORTING AND RESPONSIBILITIES OF THE CEO/PRESIDENT. -DECLARATIONS HOLDING HARMLESS DIRECTORS FOR NON-DERIVATIVE ACTIONS AND DERIVATIVE ACTIONS WAS ADDED TO THE INDEMNIFICATION AND INSURANCE ARTICLE, AS WELL AS OTHER GENERAL UPDATED TERMS OF INDEMNIFICATION. |
| 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 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 IX, LINE 11G | BIG SKY HONOR FLIGHT CHARTER AIRLINE & BUS SERVICES: PROGRAM SERVICE EXPENSES 439,163. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 439,163. PHILANTHROPY & CEO SEARCH CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 74,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,000. OTHER: PROGRAM SERVICE EXPENSES 26,323. MANAGEMENT AND GENERAL EXPENSES 71,081. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,404. |
| FORM 990, PART XI, LINE 9: | ENDOWMENT AGENCY FUND ACTIVITY -1,045,658. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 237,719. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -198,305. |
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