MONTANA COMMUNITY FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA COMMUNITY FOUNDATION INC (EIN 81-0450150)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201441359349308509
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-05-15T15:57:51-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 975 OAK STREET SUITE 500 | AddressLine1 |
| City | EUGENE | City |
| State | OR | State |
| ZIP Code | 97401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810450150 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA COMMUNITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
| Phone | 4064438313 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EMILY KOVARIK CPA | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 4064438313 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL D KELLER | Name |
| PTIN | P00179519 | PTIN |
| Phone | 5416861040 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARY RUTHERFORD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 33852370 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MTCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 8 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2956696 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2719454 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 753569 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 785313 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2174709 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4049568 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 53398 | OtherRevenuePriorYear |
| Other Revenue Current Year | 145533 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5938372 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7699868 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2567904 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2479697 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 447292 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 441773 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 45570 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1659103 | OtherExpensePriorYear |
| Other Expenses Current Year | 2073727 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4674299 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4995197 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1264073 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2704671 | RevenuesLessExpensesCY |
| Total Assets BOY | 59658108 | TotalAssetsBOY |
| Total Assets EOY | 65095733 | TotalAssetsEOY |
| Total Liabilities BOY | 9703688 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10327399 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 49954420 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 54768334 | NetAssetsOrFundBalancesEOY |
| Mission Description | MONTANA COMMUNITY FOUNDATION CULTIVATES A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3368391 | Expense |
| Grants | 2479697 | Grants |
| Revenue | 930846 | Revenue |
| Description | 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. | Description |
| Total Program Service Expense | 3368391 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 56 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMILY KOVARIK CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4064438313 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| STACEY MUELLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFF BRETHERTON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MIKE GUSTAFSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CINDA HOLT | ||||||
| FORMER DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BRIAN PATRICK | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| CYNTHIA WOODS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| DALE WOOLHISER | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| DAN CLARK | ||||||
| BOARD CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| MARY CRAIGLE | ||||||
| SECRETARY/INTERIM CEO | 8.00 | X | 0 | 0 | 0 | X |
| LINDA REED | ||||||
| CEO | 40.00 | 185280 | 0 | 18647 | X | |
| EMILY KOVARIK | ||||||
| CFO/INTERIM FOUNDATION MANAGER | 40.00 | 58792 | 0 | 8168 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 244072 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26815 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 2719454 | AllOtherContributions |
| Noncash Contributions | 583156 | NoncashContributions |
| Total Contributions | 2719454 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 525990 | BusinessCode |
| Total Revenue Column | 785313 | TotalRevenueColumn |
| Related Or Exempt Function Income | 785313 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 785313 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1569206 | TotalRevenueColumn |
| Exclusion | $1,569,206 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28632864 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 26152502 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2480362 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2480362 | TotalRevenueColumn |
| Exclusion | $2,480,362 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 145533 | TotalRevenueColumn |
| Related Or Exempt Function Income | 145533 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 145533 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7699868 | TotalRevenueColumn |
| Related Or Exempt Function Income | 930846 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $4,049,568 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2479697 | Total |
| Program Services | 2479697 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205658 | Total |
| Program Services | 32772 | ProgramServices |
| Management And General | 154349 | ManagementAndGeneral |
| Fundraising | 18537 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176765 | Total |
| Program Services | 77963 | ProgramServices |
| Management And General | 78903 | ManagementAndGeneral |
| Fundraising | 19899 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10749 | Total |
| Program Services | 4624 | ProgramServices |
| Management And General | 4895 | ManagementAndGeneral |
| Fundraising | 1230 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24018 | Total |
| Program Services | 9833 | ProgramServices |
| Management And General | 11931 | ManagementAndGeneral |
| Fundraising | 2254 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24583 | Total |
| Program Services | 7627 | ProgramServices |
| Management And General | 14570 | ManagementAndGeneral |
| Fundraising | 2386 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 732462 | Total |
| Management And General | 732462 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27172 | Total |
| Management And General | 27172 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35499 | Total |
| Management And General | 35499 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10006 | Total |
| Management And General | 10006 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334141 | Total |
| Management And General | 334141 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463009 | Total |
| Program Services | 421537 | ProgramServices |
| Management And General | 41472 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10463 | Total |
| Program Services | 4772 | ProgramServices |
| Management And General | 5613 | ManagementAndGeneral |
| Fundraising | 78 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38467 | Total |
| Program Services | 20058 | ProgramServices |
| Management And General | 17827 | ManagementAndGeneral |
| Fundraising | 582 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28422 | Total |
| Program Services | 9706 | ProgramServices |
| Management And General | 18716 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42241 | Total |
| Program Services | 13090 | ProgramServices |
| Management And General | 29151 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19582 | Total |
| Program Services | 13878 | ProgramServices |
| Management And General | 5100 | ManagementAndGeneral |
| Fundraising | 604 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142968 | Total |
| Program Services | 137680 | ProgramServices |
| Management And General | 5288 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21474 | Total |
| Management And General | 21474 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8190 | Total |
| Program Services | 2387 | ProgramServices |
| Management And General | 5803 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RETURN OF ENDOWMENTS | 70964 | 70964 | |
| MISCELLANEOUS | 63545 | 55422 | 8123 |
| PRINTING & PUBLICATIONS | 22273 | 5055 | 17218 |
| ADVOCACY SUPPORT | 2849 | 1326 | 1523 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4995197 | Total |
| Program Services | 3368391 | ProgramServices |
| Management And General | 1581236 | ManagementAndGeneral |
| Fundraising | 45570 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247382 | BOY |
| EOY | 244628 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2511857 | BOY |
| EOY | 2767353 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28301 | BOY |
| EOY | 47843 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 275635 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 215231 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70428 | BOY |
| EOY | 60404 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55647930 | BOY |
| EOY | 60764222 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1152210 | BOY |
| EOY | 1211283 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59658108 | BOY |
| EOY | 65095733 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68553 | BOY |
| EOY | 29798 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 698439 | BOY |
| EOY | 803773 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8936696 | BOY |
| EOY | 9493828 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9703688 | BOY |
| EOY | 10327399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196682 | BOY |
| EOY | 769192 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6312153 | BOY |
| EOY | 8360046 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43445585 | BOY |
| EOY | 45639096 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49954420 | BOY |
| EOY | 54768334 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59658108 | BOY |
| EOY | 65095733 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2704671 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2829709 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -720466 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1996245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1939870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3488810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2956696 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2719454 | CurrentTaxYear |
| Total | 13101075 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1996245 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1939870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3488810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2956696 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2719454 | CurrentTaxYear |
| Total | 13101075 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 787515 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12313560 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1373390 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1201030 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1466588 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1548258 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1569206 | CurrentTaxYear |
| Total | 7158472 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20259547 | TotalSupport |
| Gross Receipts From Admissions Etc | 4650042 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60780 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48540 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10006 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10006 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4985191 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 4995197 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 399760 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 99940 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 366449 | CurrentYearMinus3 |
| Current Year Minus2 | 411565 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 399760 | CurrentYear |
| Total | 1177774 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,766,661 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 113509 | CurrentYearMinus3 |
| Current Year Minus2 | 35445 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 10006 | CurrentYear |
| Total | 158960 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 91612 | CurrentYearMinus3 |
| Current Year Minus2 | 102891 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Current Year | 99940 | CurrentYear |
| Total | 294443 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $441,665 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 35445 | CurrentYearMinus2 |
| Current Year Minus1 | 0 | CurrentYearMinus1 |
| Total | 35445 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 67 | NumberDAFsHeld |
| Number Funds Held | 72 | NumberFundsHeld |
| Donor Advised Contributions | 460513 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 189023 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 621340 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 495610 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 11807640 | AggregateDAFValue |
| Aggregate Fund Value | 7914841 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48553661 | BeginningOfYearBalance |
| Contributions | 2499909 | Contributions |
| Investment Earnings Or Losses | 6096100 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1916495 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | -979374 | AdministrativeExpenses |
| End Of Year Balance | 54253801 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 49380097 | BeginningOfYearBalance |
| Contributions | 2281302 | Contributions |
| Investment Earnings Or Losses | -348566 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1800773 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | -958399 | AdministrativeExpenses |
| End Of Year Balance | 48553661 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41462566 | BeginningOfYearBalance |
| Contributions | 2229413 | Contributions |
| Investment Earnings Or Losses | 8629743 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -2016148 | GrantsOrScholarships |
| Other Expenditures | 0 | OtherExpenditures |
| Administrative Expenses | -925477 | AdministrativeExpenses |
| End Of Year Balance | 49380097 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38844182 | BeginningOfYearBalance |
| Contributions | 1274485 | Contributions |
| Investment Earnings Or Losses | 4041407 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1842391 | GrantsOrScholarships |
| Other Expenditures | -5871 | OtherExpenditures |
| Administrative Expenses | -849246 | AdministrativeExpenses |
| End Of Year Balance | 41462566 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46597648 | BeginningOfYearBalance |
| Contributions | 1667956 | Contributions |
| Investment Earnings Or Losses | -6708914 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -1918585 | GrantsOrScholarships |
| Other Expenditures | -18448 | OtherExpenditures |
| Administrative Expenses | -775475 | AdministrativeExpenses |
| End Of Year Balance | 38844182 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 275635 | OtherCostOrOtherBasis |
| Depreciation | 215231 | Depreciation |
| Book Value | 60404 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 60404 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED INVESTMENTS | Description |
| Book Value | 60764222 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 60764222 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE REMAINDER UNITRUSTS | $647,244 |
| FUNDS HELD AS AGENCY ENDOWMENTS | $7,579,478 |
| CHARITABLE AND DEFERRED GIFT ANNUITIES | $1,267,106 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9493828 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 8735819 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2829709 | NetUnrealizedGainsInvestments |
| Other Revenues | 9938 | OtherRevenues |
| Revenue Not Rptd F990 | 2839647 | RevenueNotRptdF990 |
| Revenue Subtotal | 5896172 | RevenueSubtotal |
| Other Revenues Not Included | 1803696 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1803696 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7699868 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3921904 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3921904 | ExpensesSubtotal |
| Other Expenses Not Included | 1073293 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1073293 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4995197 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 FASB 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, 2013 AND 2012, 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 9,938. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AGENCY ENDOWMENT FUND ACTIVITY 1,121,905. MANAGEMENT FEE 658,679. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 23,112. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEES 658,679. AGENCY ENDOWMENT FUND ACTIVITY 414,614. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 3359382 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3359382 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 3359382 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: INVESTMENTS ARE ACCOUNTED FOR IN THE ORGANIZATION'S FINANCIAL STATEMENTS USING THE FAIR MARKET VALUE OF EACH FUND PER THE MERRILL LYNCH INVESTMENT STATEMENT. THE AMOUNT IN COLUMN (F) IS THE COST BASIS PER MERRILL LYNCH. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (123 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MONTANA STATE UNIVERSITY - BOZEMAN | ||||||||
| PO BOX 174160 | BOZEMAN | MT | 59717 | 816010045 | GOV'T | 107377 | SCHOLARSHIPS | |
| UNIVERSITY OF MONTANA | ||||||||
| LOMMASON CENTER 218 | MISSOULA | MT | 59807 | 816001713 | GOV'T | 97960 | SCHOLARSHIPS | |
| AMERICAN INDIAN INSTITUTE | ||||||||
| 502 W MENDENHALL STREET | BOZEMAN | MT | 59715 | 810339551 | 501(C)(3) | 68137 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SUPPORT TRAVEL OF DELEGATES TO INTERNATIONAL ELDERS & YOUTH COUNCIL | |
| HOPA MOUNTAIN INC | ||||||||
| PO BOX 10892 | BOZEMAN | MT | 59719 | 841635749 | 501(C)(3) | 50514 | STRENGTHENING THE CIRCLE AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| GREAT FALLS SYMPHONY ASSOCIATION | ||||||||
| PO BOX 1078 | GREAT FALLS | MT | 59403 | 816014907 | 501(C)(3) | 45392 | GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| YELLOWSTONE ART MUSEUM | ||||||||
| 401 N 27TH STREET | BILLINGS | MT | 59101 | 816014902 | 501(C)(3) | 42835 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, SENIOR ART CONNECTIONS PROJECT, BREAKING BRUSHES EXHIBIT, AND GENERAL OPERATING PURPOSES | |
| MONTANA TECH | ||||||||
| 1300 W PARK STREET | BUTTE | MT | 59703 | 816001713 | GOV'T | 34550 | SCHOLARSHIPS | |
| HOLTER MUSEUM OF ART | ||||||||
| 12 E LAWRENCE STREET | HELENA | MT | 59601 | 810472958 | 501(C)(3) | 31050 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, CULTURAL CROSSROAD, ARTISTS IN RESIDENCE | |
| CARROLL COLLEGE | ||||||||
| 1601 N BENTON AVENUE | HELENA | MT | 59625 | 810231774 | 501(C)(3) | 30315 | SCHOLARSHIPS | |
| ALBERTA BAIR THEATER | ||||||||
| PO BOX 1556 | BILLINGS | MT | 59103 | 810406157 | 501(C)(3) | 29786 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| HELENA AREA COMMUNITY FOUNDATION | ||||||||
| PO BOX 92 | HELENA | MT | 59624 | 810536902 | 501(C)(3) | 28013 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| HELENA PRESENTS (MYRNA LOY CENTER) | ||||||||
| 15 N EWING | HELENA | MT | 59601 | 510185430 | 501(C)(3) | 27306 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| BOYS & GIRLS CLUB OF THE NORTHERN CHEYENNE NATION | ||||||||
| PO BOX 309 | LAME DEER | MT | 59043 | 363945776 | 501(C)(3) | 25514 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT | |
| ST LABRE INDIAN SCHOOL | ||||||||
| PO BOX 77 | ASHLAND | MT | 59068 | 810244542 | 501(C)(3) | 25000 | DEVELOPMENT OF CROW LANGUAGE PROGRAM | |
| MADISON VALLEY RURAL FIRE DEPARTMENT | ||||||||
| PO BOX 68 | ENNIS | MT | 59729 | 810426522 | 501(C)(3) | 25000 | NEW FIRE TRUCK | |
| FRIENDS FOREVER MENTORING | ||||||||
| 49518 US HWY 93 | POLSON | MT | 59860 | 810362546 | 501(C)(3) | 25000 | GENERAL OPERATING PURPOSES | |
| MISSOULA COMMUNITY FOUNDATION | ||||||||
| PO BOX 1968 | MISSOULA | MT | 59806 | 810539830 | 501(C)(3) | 22086 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS, SUPPORT FOR WALKING TRAIL BETWEEN MISSOULA AND SEELEY LAKE | |
| SEELEY LAKE COMMUNITY FOUNDATION | ||||||||
| PO BOX 25 | SEELEY LAKE | MT | 59868 | 311711576 | 501(C)(3) | 21668 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| FIVE VALLEYS LAND TRUST | ||||||||
| PO BOX 8953 | MISSOULA | MT | 59807 | 237182055 | 501(C)(3) | 21640 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND MISSION VALLEY PROJECT | |
| YELLOWSTONE PARK FOUNDATION | ||||||||
| 222 E MAIN | BOZEMAN | MT | 59715 | 830311166 | 501(C)(3) | 21197 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND CUT THROAT TROUT PROJECT | |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | 810362989 | 501(C)(3) | 21068 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, GENERAL OPERATING SUPPORT FOR BUSINESS SCHOOL DEAN'S OPPORTUNITY FUND, BUSINESS ADMIN, ECONOMICS, CHEMISTRY, BIOLOGICAL STATION LAKE MONITORING, AMPLOANS PROJECT | |
| PRICKLY PEAR LAND TRUST | ||||||||
| PO BOX 892 | HELENA | MT | 59624 | 810506868 | 501(C)(3) | 21050 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND ASPEN TRAILS PROJECT | |
| NATURE CONSERVANCY OF MONTANA | ||||||||
| 32 S EWING STE 215 | HELENA | MT | 59601 | 530242652 | 501(C)(3) | 20565 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND BIG HOLE PROJECT | |
| VALLEY COUNTY COMMUNITY FOUNDATION | ||||||||
| 83 BONNIE STREET | GLASGOW | MT | 59230 | 810526746 | 501(C)(3) | 20340 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| SEVENTH GENERATION FUND FOR INDIAN DEVELOPMENT INC | ||||||||
| PO BOX 4569 | ARCATA | CA | 95518 | 680027247 | 501(C)(3) | 20000 | MESSENGERS FOR HEALTH "RESPECT YOURSELF AND OTHERS THROUGH CULTURAL VALUES" PROGRAM | |
| BLACKHORSE PRIDE | ||||||||
| 8403 HILLVIEW DRIVE | HELENA | MT | 59602 | 263637305 | 501(C)(3) | 20000 | GENERAL OPERATING SUPPORT | |
| BILLINGS COMMUNITY FOUNDATION | ||||||||
| PO BOX 1255 | BILLINGS | MT | 59103 | 204286919 | 501(C)(3) | 19812 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| UNIVERSITY OF MONTANA - WESTERN | ||||||||
| 710 S ATLANTIC STREET | DILLON | MT | 59725 | 810386970 | GOV'T | 19500 | SCHOLARSHIPS | |
| GREATER POLSON COMMUNITY FOUNDATION | ||||||||
| PO BOX 314 | POLSON | MT | 59860 | 262883184 | 501(C)(3) | 19401 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS, SUPPORT FOR RENT AND UTILITIES ON ENVISION POLSON OFFICE | |
| RED LODGE AREA COMMUNITY FOUNDATION | ||||||||
| PO BOX 1871 | RED LODGE | MT | 59068 | 200192255 | 501(C)(3) | 18890 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS, SUPPORT FOR COMPREHENSIVE, COMMUNITY-WIDE VOLUNTEER PROGRAM | |
| MONTANA PROFESSIONAL TEACHING FOUNDATION | ||||||||
| 1232 E 6TH AVENUE | HELENA | MT | 59601 | 810511792 | 501(C)(3) | 15971 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| ABSAROKEE COMMUNITY FOUNDATION | ||||||||
| PO BOX 72 | ABSAROKEE | MT | 59001 | 731658638 | 501(C)(3) | 15906 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| BLACKFEET RESERVATION DEVELOPMENT FUND INC | ||||||||
| PO BOX 3029 | BROWNING | MT | 59417 | 363784925 | 501(C)(3) | 15657 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| ROCKY MOUNTAIN COLLEGE | ||||||||
| 1511 POLY DRIVE | BILLINGS | MT | 59102 | 810235407 | 501(C)(3) | 15520 | SCHOLARSHIPS AND ADVANCEMENT OF TECHNOLOGY | |
| GALLATIN VALLEY LAND TRUST | ||||||||
| PO BOX 7021 | BOZEMAN | MT | 59715 | 810464513 | 501(C)(3) | 15500 | GENERAL OPERATING PURPOSES AND BIG SKY PROJECT | |
| MUSSELSHELL VALLEY COMMUNITY FOUNDATION | ||||||||
| PO BOX 713 | ROUNDUP | MT | 59072 | 810512493 | 501(C)(3) | 15095 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| NATIONAL COALITION BUILDING INSTITUTE | ||||||||
| 1280 S 3RD STREET WEST | MISSOULA | MT | 59801 | 222627168 | 501(C)(3) | 15000 | GENERAL OPERATING PURPOSES | |
| ANACONDA LOCAL DEVELOPMENT CORPORATION | ||||||||
| 118 E 7TH STREET | ANACONDA | MT | 59711 | 810380448 | 501(C)(3) | 15000 | ADMINISTRATION OF USDA GRANT PROGRAM | |
| COMMUNITY FOUNDATION FOR A BETTER BIGFORK | ||||||||
| PO BOX 1439 | BIGFORK | MT | 59911 | 237067099 | 501(C)(3) | 13987 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| GREATER GALLATIN UNITED WAY | ||||||||
| 945 TECHNOLOGY BLVD STE 10-F | BOZEMAN | MT | 59718 | 810384820 | 501(C)(3) | 13260 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| BIGFORK CENTER FOR THE PERFORMING ARTS FOUNDATION | ||||||||
| PO BOX 1230 | BIGFORK | MT | 59911 | 810424706 | 501(C)(3) | 12625 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 610 SECOND AVENUE NORTH | GREAT FALLS | MT | 59401 | 810235852 | 501(C)(3) | 12000 | GENERAL OPERATING PURPOSES | |
| APOSTLES EVANGELICAL LUTHERAN CHURCH | ||||||||
| 3140 BROADWATER AVENUE | BILLINGS | MT | 59102 | 816035157 | 501(C)(3) | 11768 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND BUILDING EXPANSION FUND | |
| BOZEMAN PUBLIC LIBRARY FOUNDATION | ||||||||
| 626 E MAIN STREET | BOZEMAN | MT | 59715 | 810405940 | 501(C)(3) | 11666 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| HELENA YMCA | ||||||||
| 1200 N LAST CHANCE GULCH | HELENA | MT | 59601 | 810231815 | 501(C)(3) | 11475 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT OF CAPITAL CAMPAIGN | |
| WEST YELLOWSTONE FOUNDATION | ||||||||
| PO BOX 255 | WEST YELLOWSTONE | MT | 597580255 | 810494366 | 501(C)(3) | 11417 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| ROBERTS COMMUNITY FOUNDATION | ||||||||
| PO BOX 284 | ROBERTS | MT | 59070 | 841425182 | 501(C)(3) | 11234 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| MANHATTAN HIGH SCHOOL | ||||||||
| 416 NORTH BROADWAY | MANHATTAN | MT | 59741 | 816000410 | GOV'T | 11195 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT - VO-TECH DEPARTMENT | |
| MONTANA STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 172750 | BOZEMAN | MT | 597172750 | 816001649 | 501(C)(3) | 11000 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, ARCHITECTURE DESIGN AWARD, DEAN'S DISCRETIONARY FUND | |
| MUSEUM OF WOMEN'S HISTORY | ||||||||
| 2824 3RD AVENUE N | BILLINGS | MT | 59101 | 810503254 | 501(C)(3) | 11000 | GENERAL OPERATING PURPOSES | |
| BOYS & GIRLS CLUB OF NORTH CENTRAL MONTANA | ||||||||
| PO BOX 652 | GREAT FALLS | MT | 59403 | 810475269 | 501(C)(3) | 10660 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| FLATHEAD LAND TRUST | ||||||||
| PO BOX 1913 | KALISPELL | MT | 59903 | 363479966 | 501(C)(3) | 10494 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND NORTH SHORE FLATHEAD LAKE PROJECT | |
| MONTANA NONPROFIT ASSOCIATION | ||||||||
| PO BOX 1744 | HELENA | MT | 59624 | 731654969 | 501(C)(3) | 10400 | SPONSORSHIP OF MNA CONFERENCE AND SUPPORT OF LITIGATION EXPENSES | |
| BENEFITS HEALTHCARE FOUNDATION | ||||||||
| PO BOX 7008 | GREAT FALLS | MT | 594067008 | 810480587 | 501(C)(3) | 10347 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND ALZHEIMER'S SPA ROOM REMODEL PROJECT | |
| WILLIAM AND PHYLLIS BOUCHEE MISSOULA FAMILY ENDOWMENT | ||||||||
| 165 TOWNSHIP LINE ROAD SUITE 150 | JENKINTOWN | PA | 19046 | 132638166 | 501(C)(3) | 10000 | INCENTIVE GRANT | |
| MADISON VALLEY MEDICAL CENTER FOUNDATION | ||||||||
| PO BOX 993 | ENNIS | MT | 59597 | 810453395 | 501(C)(3) | 10000 | CT SCAN MACHINE | |
| BITTER ROOT LAND TRUST | ||||||||
| PO BOX 1806 | HAMILTON | MT | 59840 | 311595967 | 501(C)(3) | 10000 | LAZY J - CROSS RANCH PROJECT | |
| GALLATIN HISTORICAL SOCIETY & PIONEER MUSEUM | ||||||||
| 317 W MAIN | BOZEMAN | MT | 59715 | 810378098 | 501(C)(3) | 10000 | GENERAL OPERATING EXPENSES OF THE PIONEER MUSEUM | |
| MONTANA WILDERNESS ASSOCIATION | ||||||||
| 30 S EWING STREET | HELENA | MT | 59601 | 510198932 | 501(C)(3) | 9493 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS | ||||||||
| 415 N 30TH ST SUITE 312 | BILLINGS | MT | 59101 | 810452904 | 501(C)(3) | 9399 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND BACKPACK PROGRAM FOR WEEKEND LUNCHES | |
| MISSOULA SYMPHONY ASSOCIATION | ||||||||
| PO BOX 8301 | MISSOULA | MT | 59807 | 810290730 | 501(C)(3) | 9254 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| FAMILY SERVICE INC | ||||||||
| PO BOX 1020 | BILLINGS | MT | 591031020 | 810232120 | 501(C)(3) | 9162 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, GENERAL OPERATING SUPPORT, AND PREVENT HOMELESSNESS AND ALLEVIATE POVERTY | |
| CONGREGATION BETH AARON | ||||||||
| PO BOX 187 | BILLINGS | MT | 59103 | 800699654 | 501(C)(3) | 9084 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT | |
| YELLOWSTONE BOYS & GIRLS RANCH | ||||||||
| 1732 S 72ND STREET W | BILLINGS | MT | 59106 | 810419905 | 501(C)(3) | 8866 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT | |
| FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST | ||||||||
| 310 N 27TH STREET | BILLINGS | MT | 59101 | 810231776 | 501(C)(3) | 8500 | GENERAL SUPPORT, OPERATING BUDGET, CONTRIBUTION TOWARD ENERGY AUDIT, AND SUPPORT FOR CAMP MIMANAGISH | |
| BOYS & GIRLS CLUBS OF YELLOWSTONE COUNTY | ||||||||
| 505 ORCHARD LANE | BILLINGS | MT | 59101 | 810456702 | 501(C)(3) | 8390 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT | |
| FRIENDS OF THE PIONEER MUSEUM | ||||||||
| PO BOX 975 | GLASGOW | MT | 59230 | 810479627 | 501(C)(3) | 8334 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| BILLINGS FOOD BANK INC | ||||||||
| PO BOX 1158 | BILLINGS | MT | 59103 | 363519470 | 501(C)(3) | 8298 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT | |
| BEACON COMMUNITY FOUNDATION | ||||||||
| PO BOX 726 | SCOBEY | MT | 59263 | 810498333 | 501(C)(3) | 8227 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| CHESTER SCHOOL DISTRICT 33 EDUCATION FOUNDATION INC | ||||||||
| PO BOX 550 | CHESTER | MT | 59522 | 810532817 | 501(C)(3) | 8000 | MISSOULA CHILDREN'S THEATER PRODUCTION, SPEECH DEPARTMENT, FCCA NATIONAL LEADERSHIP CONVENTION | |
| ST PETER'S HOSPITAL FOUNDATION | ||||||||
| 2475 BROADWAY | HELENA | MT | 59601 | 810392270 | 501(C)(3) | 7983 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND CANCER TREATMENT | |
| MOUNT CARMEL YOUTH RANCH | ||||||||
| 428 ROAD 1AF | POWELL | WY | 82435 | 841404636 | 501(C)(3) | 7727 | GENERAL OPERATING PURPOSES | |
| MONTANA RESCUE MISSION | ||||||||
| PO BOX 3232 | BILLINGS | MT | 59103 | 816013963 | 501(C)(3) | 7727 | GENERAL OPERATING PURPOSES | |
| AMERICAN RED CROSS OF MONTANA MIDLAND EMPIRE DISTRICT | ||||||||
| 1300 28TH STREET S | GREAT FALLS | MT | 59405 | 530196605 | 501(C)(3) | 7727 | GENERAL OPERATING PURPOSES | |
| ST VINCENT DE PAUL SOCIETY | ||||||||
| 2610 MONTANA AVENUE | BILLINGS | MT | 591012340 | 910879988 | 501(C)(3) | 7727 | GENERAL OPERATING PURPOSES | |
| BILLINGS AREA CATHOLIC EDUCATION TRUST | ||||||||
| PO BOX 31158 | BILLINGS | MT | 59107 | 810342894 | 501(C)(3) | 7727 | GENERAL OPERATING PURPOSES | |
| HAR SHALOM | ||||||||
| PO BOX 3715 | MISSOULA | MT | 59806 | 810452486 | 501(C)(3) | 7700 | GENERAL OPERATING PURPOSES | |
| HELENA SYMPHONY | ||||||||
| 2 N LAST CHANCE GULCH | HELENA | MT | 59601 | 810523705 | 501(C)(3) | 7688 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT | |
| INTERMOUNTAIN CHILDREN'S HOME | ||||||||
| 500 S LAMBORN | HELENA | MT | 59601 | 810231775 | 501(C)(3) | 7586 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND GENERAL OPERATING SUPPORT | |
| YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION INC | ||||||||
| PO BOX 80807 | BILLINGS | MT | 59108 | 810419905 | 501(C)(3) | 7506 | GENERAL OPERATING PURPOSES | |
| COLORADO SCHOOL OF MINES | ||||||||
| 1600 MAPLE STREET | GOLDEN | CO | 80401 | 846000551 | GOV'T | 7500 | SCHOLARSHIPS | |
| MONTANA AUDUBON | ||||||||
| PO BOX 595 | HELENA | MT | 59624 | 810412530 | 501(C)(3) | 7190 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| STEVENSVILLE COMMUNITY FOUNDATION | ||||||||
| PO BOX 413 | STEVENSVILLE | MT | 59870 | 810490459 | 501(C)(3) | 7181 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| UNIVERSITY OF MONTANA - HELENA COLLEGE OF TECHNOLOGY | ||||||||
| 1115 N ROBERTS | HELENA | MT | 59601 | 810302402 | GOV'T | 7059 | SCHOLARSHIPS | |
| MONTANA TECH - COLLEGE OF TECHNOLOGY | ||||||||
| 1300 W PARK STREET | BUTTE | MT | 59701 | 816001713 | GOV'T | 7059 | SCHOLARSHIPS | |
| MSU BILLINGS FOUNDATION | ||||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 59101 | 810301477 | 501(C)(3) | 7000 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS | |
| MONTANA STATE UNIVERSITY - BILLINGS | ||||||||
| 1500 N 30TH STREET | BILLINGS | MT | 59101 | 810301477 | GOV'T | 7000 | SCHOLARSHIPS | |
| HRDC BOZEMAN | ||||||||
| 32 SOUTH TRACY AVENUE | BOZEMAN | MT | 59715 | 810350886 | 501(C)(3) | 7000 | PROVIDE CASE MANAGEMENT FOR SAFE LOAN PROJECT | |
| ARIZONA STATE UNIVERSITY | ||||||||
| PO BOX 871612 | TEMPE | AZ | 85287 | 866051042 | GOV'T | 7000 | SCHOLARSHIPS | |
| INDIAN LAW RESOURCE CENTER | ||||||||
| 602 EWING | HELENA | MT | 59601 | 521121079 | 501(C)(3) | 6946 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| GLACIER SYMPHONY ORCHESTRA & CHORALE | ||||||||
| PO BOX 2491 | KALISPELL | MT | 599032491 | 810413320 | 501(C)(3) | 6866 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| NYE COMMUNITY FOUNDATION | ||||||||
| PO BOX 528 | NYE | MT | 59061 | 810531083 | 501(C)(3) | 6668 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| BROADWATER PRODUCTIONS INC (GRANDSTREET THEATRE) | ||||||||
| PO BOX 1258 | HELENA | MT | 59624 | 810357843 | 501(C)(3) | 6611 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| SCHOOL COMMUNITY DEVELOPMENT COUNCIL POWDER RIVER CF | ||||||||
| PO BOX 421 | BROADUS | MT | 59317 | 810514945 | 501(C)(3) | 6511 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| INTERNATIONAL CHORAL FESTIVAL | ||||||||
| PO BOX 8203 | MISSOULA | MT | 59807 | 810459276 | 501(C)(3) | 6424 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| MUSEUM OF THE ROCKIES | ||||||||
| 600 WEST KAGY BOULEVARD | BOZEMAN | MT | 59717 | 816016828 | 501(C)(3) | 6382 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| PLAINS JUSTICE | ||||||||
| PO BOX 1398 | BILLINGS | MT | 59103 | 383748744 | 501(C)(3) | 6000 | GENERAL OPERATING PURPOSES AND CONSTRUCTION OF BOARD PROJECT | |
| INTERNATIONAL HUNTER EDUCATION ASSOCIATION | ||||||||
| 2727 W 92ND AVENUE SUITE 103 | FEDERAL HEIGHTS | CO | 80260 | 371145157 | 501(C)(3) | 5981 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| WORLD MUSEUM OF MINING INC | ||||||||
| PO BOX 33 | BUTTE | MT | 59703 | 816014901 | 501(C)(3) | 5959 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| JOLIET COMMUNITY CENTER | ||||||||
| PO BOX 29 | JOLIET | MT | 59041 | 810531719 | 501(C)(3) | 5838 | FOR THE BENEFIT OF JOLIET FOOD PANTRY OPERATING EXPENSES, REPLACEMENT OF FLOORING | |
| PEARL & BOB RICHARDSON END OF THE UNITED WAY | ||||||||
| PO BOX 862 | HELENA | MT | 59624 | 816017354 | 501(C)(3) | 5829 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| BUTTE-SILVER BOW COMMUNITY FOUNDATION | ||||||||
| 3505 QUINCY STREET | BUTTE | MT | 59703 | 273492133 | 501(C)(3) | 5746 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS | |
| HELENA EDUCATION FOUNDATION | ||||||||
| PO BOX 792 | HELENA | MT | 59604 | 810544494 | 501(C)(3) | 5712 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| UNITED WAY OF CASCADE COUNTY | ||||||||
| PO BOX 1343 | GREAT FALLS | MT | 59403 | 810304170 | 501(C)(3) | 5678 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| MINERAL COUNTY COMMUNITY FOUNDATION | ||||||||
| PO BOX 93 | SUPERIOR | MT | 59872 | 810501990 | 501(C)(3) | 5532 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| GREAT FALLS COLLEGE MSU | ||||||||
| 2100 16TH AVENUE | GREAT FALLS | MT | 59405 | 810522790 | GOV'T | 5263 | SCHOLARSHIPS | |
| ROUNDUP MEMORIAL HOSPITAL ASSOCIATION | ||||||||
| PO BOX 40 | ROUNDUP | MT | 59072 | 810245848 | 501(C)(3) | 5222 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| FLATHEAD VALLEY COMMUNITY COLLEGE | ||||||||
| 777 GRANDVIEW DRIVE | KALISPELL | MT | 59901 | 810461253 | GOV'T | 5162 | SCHOLARSHIPS | |
| UNIVERSITY OF MONTANA COLLEGE OF TECHNOLOGY | ||||||||
| 909 SOUTH AVENUE W | MISSOULA | MT | 59801 | 816001713 | GOV'T | 5059 | SCHOLARSHIPS | |
| DAWSON COMMUNITY COLLEGE | ||||||||
| PO BOX 421 | GLENDIVE | MT | 59330 | 816000240 | GOV'T | 5049 | SCHOLARSHIPS | |
| FORT PECK THEATRE | ||||||||
| PO BOX 973 | GLASGOW | MT | 59230 | 810306649 | 501(C)(3) | 5038 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| CENTER FOR MENTAL HEALTH | ||||||||
| PO BOX 1653 | GREAT FALLS | MT | 59403 | 810347441 | 501(C)(3) | 5027 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, STORAGE SHED FOR GREEN TEAM LAWN SERVICE, AND FOR THE BENEFIT OF OUR PLACE DROP-IN CENTER | |
| BLACKFEET NATION HIGHER EDUCATION PROGRAM | ||||||||
| PO BOX 850 | BROWNING | MT | 59417 | 810212955 | 501(C)(3) | 5008 | ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT | |
| WESTERN MONTANA MENTAL HEALTH CENTER | ||||||||
| BLDG T-9 FORT MISSOULA | MISSOULA | MT | 59804 | 810307814 | 501(C)(3) | 5000 | SUPPORT CONSTRUCTION ON THE ALCOHOL TREATMENT CENTER, SUPPORT FOR RECOVERY CENTER | |
| PARK UNIVERSITY - MISSOURI | ||||||||
| 8700 NW RIVER PARK DRIVE | PARKVILLE | MO | 64152 | 440562048 | GOV'T | 5000 | SCHOLARSHIPS | |
| MONTANA CONSERVATION VOTERS EDUCATION FUND | ||||||||
| PO BOX 853 | BILLINGS | MT | 59103 | 810525336 | 501(C)(3) | 5000 | MATCHING GRANT FOR CINNABAR FOUNDATION, MATCHING FUND CAMPAIGN | |
| THE FAMILY TREE CENTER | ||||||||
| 2520 5TH AVENUE S | BILLINGS | MT | 59101 | 810443762 | 501(C)(3) | 5000 | SUPPORT THE CENTER'S PROGRAMS AND SERVICES | |
| NORTH DAKOTA STATE COLLEGE OF SCIENCE | ||||||||
| 800 6TH STREET N | WAHPETON | ND | 580760002 | 450407617 | GOV'T | 5000 | SCHOLARSHIPS | |
| PARENTS LET'S UNITE FOR KIDS | ||||||||
| 516 N 32ND STREET | BILLINGS | MT | 59101 | 810422077 | 501(C)(3) | 5000 | GENERAL OPERATING PURPOSES | |
| UNIVERSITY OF WASHINGTON | ||||||||
| SCHOLARSHIPS | SEATTLE | WA | 981241967 | 916001537 | GOV'T | 5000 | SCHOLARSHIPS | |
| MONTANA STATE UNIVERSITY ALUMNI ASSOCIATION | ||||||||
| 1501 S 11TH AVENUE | BOZEMAN | MT | 59715 | 810235631 | 501(C)(3) | 5000 | BRIGHT BEGINNINGS PROGRAM | |
| CAMP MAKE-A-DREAM | ||||||||
| PO BOX 1450 | MISSOULA | MT | 598061450 | 910472959 | 501(C)(3) | 5000 | GENERAL OPERATING PURPOSES | |
| BOISE STATE UNIVERSITY | ||||||||
| 1910 UNIVERSITY DRIVE ADMIN | BOISE | ID | 83725 | 826010706 | GOV'T | 5000 | SCHOLARSHIPS | BUILDING ROOM 113 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 123 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LINDA REED | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 130890 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 5019 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 49371 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 8155 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10492 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 203927 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | LINDA REED RECEIVED $49,371 AS A SEVERANCE PAYMENT. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 19 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 583156 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DAILY AVG. OF PRICES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART IV, LINE 12A | THE FISCAL YEAR FINANCIAL STATEMENT AUDIT IS IN PROCESS BUT NOT COMPLETED AS OF THE DATE OF FILING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | APPROPRIATE INDIVIDUALS IN MANAGEMENT AND THE AUDIT AND FINANCE 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 | THIS IS THE RESPONSIBILITY OF THE EXECUTIVE COMMITTEE. A MATRIX IS USED TO DETERMINE PERFORMANCE. OUTSIDE INFORMATION REGARDING SALARIES PAID BY SIMILAR ORGANIZATIONS IS EVALUATED AS WELL AS THE GRANTMAKERS SALARY AND BENEFITS REPORT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | BOTH THE FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FROM THE ORGANIZATION'S WEBSITE AND UPON REQUEST. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST AS WELL. | |
| FORM 990, PART XI, LINE 9: | ENDOWMENT AGENCY FUND ACTIVITY -707,292. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 9,938. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -23,112. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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