MAX AND BETTY SWANSON FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MAX AND BETTY SWANSON FOUNDATION (EIN 81-0535708)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-10
IRS object ID: 201211319349100031
Schema version: 2011v1.2
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-PF
Accounting Fees Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-10T10:27:39-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	810348775	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JUNKERMIERCLARKCAMPANELLASTEVENS PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 16237	AddressLine1
City	MISSOULA	City
State	MT	State
ZIP Code	59808	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	810535708	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MAX AND BETTY SWANSON FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MAXA	NameControl
Phone	4067280810	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 W MAIN STREET SUITE 201	AddressLine1
City	MISSOULA	City
State	MT	State
ZIP Code	59802	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID COTNER	Name
Title	PRESIDENT	Title
Phone	4067280810	Phone
Date Signed	2012-04-30	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID L GILMER CPA	Name
PTIN	P00825935	PTIN
Phone	4065494148	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	3121711	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	14	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	14	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	80203	DividendsRevAndExpnss
Dividends Net Invst Incm	80203	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	36218	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	636500	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	36218	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	116435	TotalRevenueAndExpenses
Total Net Investment Income	116435	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	15000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	2250	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	12750	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	5805	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2902	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2903	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	28338	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	28338	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1211	TaxesRevAndExpnss
Taxes Net Invst Incm	1211	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	1500	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	51854	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	34701	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	15653	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	137000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	137000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	188854	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	34701	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	152653	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-72419	ExcessOfRevenueOverExpenses
Net Investment Income	81734	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	7003	CashBOY
Cash EOY	22448	CashEOY
Cash EOYFMV	22448	CashEOYFMV
Savings And Temp Cash Invst BOY	44654	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	38063	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	38063	SavingsAndTempCashInvstEOYFMV
Investments Other BOY	3027041	InvestmentsOtherBOY
Investments Other EOY	2945768	InvestmentsOtherEOY
Investments Other EOYFMV	3061200	InvestmentsOtherEOYFMV
Total Assets BOY	3078698	TotalAssetsBOY
Total Assets EOY	3006279	TotalAssetsEOY
Total Assets EOYFMV	3121711	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	3078698	RetainedEarningsBOY
Retained Earnings EOY	3006279	RetainedEarningsEOY
Total Net Assets BOY	3078698	TotalNetAssetsBOY
Total Net Assets EOY	3006279	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3078698	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3006279	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3078698	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-72419	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	3006279	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	3006279	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	How AcquiredHowAcquired
PUBLICLY TRADED SECURITIES	627075	600282	26793	26793
CAPITAL GAINS DIVIDENDS	9425		9425	9425	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	36218	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	117009	QualifyingDistributionsYear1
Noncharitable Assets Year1	3083754	NoncharitableAssetsYear1
Distribution Ratio Year1	0.037944	DistributionRatioYear1
Qualifying Distributions Year2	179469	QualifyingDistributionsYear2
Noncharitable Assets Year2	2808847	NoncharitableAssetsYear2
Distribution Ratio Year2	0.063894	DistributionRatioYear2
Qualifying Distributions Year3	200056	QualifyingDistributionsYear3
Noncharitable Assets Year3	3314214	NoncharitableAssetsYear3
Distribution Ratio Year3	0.060363	DistributionRatioYear3
Qualifying Distributions Year4	97385	QualifyingDistributionsYear4
Noncharitable Assets Year4	3861629	NoncharitableAssetsYear4
Distribution Ratio Year4	0.025219	DistributionRatioYear4
Qualifying Distributions Year5	94974	QualifyingDistributionsYear5
Noncharitable Assets Year5	3733451	NoncharitableAssetsYear5
Distribution Ratio Year5	0.025439	DistributionRatioYear5
Total Distribution Ratio	0.212859	TotalDistributionRatio
Average Distribution Ratio	0.042572	AverageDistributionRatio
Net Noncharitable Assets	3263088	NetNoncharitableAssets
Adjusted Noncharitable Assets	138916	AdjustedNoncharitableAssets
One Percent Net Investment Income	817	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	139733	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	152653	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	817	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	817	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	817	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2087	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2087	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	1270	Overpayment
Amount Credited To Next Year	1270	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MT	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVID COTNER	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4067280810	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 W MAIN SUITE 201	AddressLine1
City	MISSOULA	City
State	MT	State
ZIP Code	59802	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
DAVID B COTNER
201 W MAIN SUITE 201	MISSOULA	MT	59802	PRESIDENT	1.00	5000	0	0
CLIFFORD GUSTAFSON
6000 SAINT FRANCES	MISSOULA	MT	59803	VICE-PRESIDENT	1.00	5000	0	0
KURT INGOLD
2620 CONNERY WAY	MISSOULA	MT	59808	SECRETARY/TREASURER	1.00	5000	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	3276867	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	35913	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	3312780	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	3312780	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	49692	CashDeemedCharitable
Net Noncharitable Assets	3263088	NetNoncharitableAssets
Minimum Investment Return	163154	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	163154	MinimumInvestmentReturn
Tax Based On Investment Income	817	TaxBasedOnInvestmentIncome
Total Tax	817	TotalTax
Distributable Amount Before Adj	162337	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	162337	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	162337	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	152653	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	152653	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	817	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	151836	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	162337	DistributableAmountAsAdjusted
Undistributed Income Prior Year	134568	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	152653	QualifyingDistributions
Applied To Year1	134568	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	18085	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	144252	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	DAVID COTNER	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 W MAIN SUITE 201	AddressLine1
City	MISSOULA	City
State	MT	State
ZIP Code	59802	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4067280810	RecipientPhoneNumber
Form And Info And Materials	SEE APPLICATION FORM ATTACHED	FormAndInfoAndMaterials
Submission Deadlines	NONE AT THIS TIME	SubmissionDeadlines
Restrictions On Awards	GENERALLY LIMITED TO THE MISSOULA, MT AREA	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ALPHA OMEGA HOUSE
CAMPUS DRIVE 1	MISSOULA	MT	59812	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$2,000
AMERICAN DIABETES ASSOCIATION
1633 MAIN STREET STE A	BILLINGS	MT	59105	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$12,000
ATHLETICS SUCCESS FUND
ADAMS CENTER	MISSOULA	MT	59812	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$10,000
BEAR TRUST INTERNATIONAL
PO BOX 4006	MISSOULA	MT	59806	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
BIG BROTHERS BIG SISTERS OF MISSOULA
1520 S RUSSELL ST	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$2,000
CASA
PO BOX 7433	MISSOULA	MT	59807	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,000
CHRISTIAN LIFE CENTER
3801 S RUSSELL ST	MISSOULA	MT	59801	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$12,000
EVE FOUNDATION
PO BOX 828	MILLTOWN	MT	59851	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
FIVE VALLEYS LAND TRUST
255 W FRONT ST	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$500
GARDEN CITY BALLET COMPANY
PO BOX 3555	MISSOULA	MT	59806	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,500
GILKEY CENTER
32 CAMPUS DRIVE	MISSOULA	MT	59812	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$12,500
GREATER MISSOULA YFC
1515 FAIRVIEW AVE 210	MISSOULA	MT	59801	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$2,500
HABITAT FOR HUMANITY
725 W ALDER ST 19	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
HOME RESOURCE
1515 WYOMING 100	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$2,000
HUMANE SOCIETY OF WESTERN MONTANA
5930 HWY 93 S	MISSOULA	MT	59804	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$12,000
JAYDN FRED FOUNDATION
PO BOX 235	MISSOULA	MT	59806	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$500
LOYOLA SACRED HEART
320 EDITH ST	MISSOULA	MT	59801	NONE	PRIVATE HIGH SCHOOL	OPERATING EXPENSES	$1,250
MAX & BETTY SWANSON MEMORIAL ATHLETIC SCHOLARSHIP
201 W MAIN ST SUITE 201	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$2,500
MISSOULA AGING SERVICES
337 STEPHENS AVE	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
MISSOULA ALLIANCE CHURCH
100 FOSS COURT EAST	MISSOULA	MT	59803	NONE	CHURCH	OPERATING EXPENSES	$3,500
MISSOULA BUTTERFLY HOUSE
PO BOX 8885	MISSOULA	MT	59807	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
MISSOULA COUNTY PUBLIC SCHOOLS
900 S HIGGINS AVE	MISSOULA	MT	59801	NONE	PUBLIC SCHOOL	OPERATING EXPENSES	$500
MISSOULA CULTURAL COUNCIL
1121 E BROADWAY STE 106	MISSOULA	MT	59807	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,000
MISSOULA FOOD BANK
219 S 3RD ST W	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$2,500
MONTANA CONSERVATION CORPS
206 N GRAND	BOZEMAN	MT	59715	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,500
MONTANA NATURAL HISTORY CENTER
120 HICKORY ST	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
MOUNTAIN HOME MONTANA
2606 SOUTH AVE W	MISSOULA	MT	59804	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,500
NATIONAL MUSEUM OF FOREST SERVICE HISTORY
PO BOX 2772	MISSOULA	MT	59806	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$2,000
PARTNERSHIP HEALTH CARE
323 W ALDER	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$3,250
STROMSBURG PUBLIC LIBRARY
320 CENTRAL ST	STROMSBURG	NE	68666	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,000
SWANSON FUND SCHOLARSHIP
201 W MAIN ST SUITE 201	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$4,500
TEEN CHALLENGE
3815 S 7TH ST W	MISSOULA	MT	59804	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$7,500
THE PARENTING PLACE
1644 S 8TH ST W	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$750
THE WRITING CENTER AT HELLGATE HIGH SCHOOL
900 S HIGGINS AVE	MISSOULA	MT	59801	NONE	PUBLIC SCHOOL	OPERATING EXPENSES	$1,250
VSA ARTS OF MONTANA
200 N ADAMS ST	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$5,000
WATSON'S CHILDREN SHELTER
2901 FORT MISSOULA RD	MISSOULA	MT	59804	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,500
WORLD AFFAIRS COUNCIL
201 W MAIN ST SUITE 101	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$750
MISSOULA YMCA
3000 S RUSSELL ST	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$2,000
MISSOULA CHILDREN'S THEATER
200 N ADAMS ST	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
MISSOULA SYMPHONY
320 EAST MAIN ST	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
MISSOULA EDUCATION FOUNDATION
PO BOX 1775	MISSOULA	MT	59806	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
FAMILY RESOURCE CENTER
215 S 6TH ST WEST	MISSOULA	MT	59801		PUBLIC SCHOOL	OPERATING EXPENSES	$1,000
MISSOULA FLAGSHIP PROGRAM
1325 WYOMING STREET	MISSOULA	MT	59801		PUBLIC CHARITY	OPERATING EXPENSES	$1,000
FOOTLOOSE MONTANA
BOX 1089	FLORENCE	MT	59833		PUBLIC CHARITY	OPERATING EXPENSES	$250
ROCKY MOUNTAIN BIBLE MISSION
1515 FAIRVIEW AVE 200	MISSOULA	MT	59801		PUBLIC CHARITY	OPERATING EXPENSES	$3,500
DALY MANSION
251 EASTSIDE HIGHWAY	HAMILTON	MT	59840	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
GRANT CREEK TRAIL
7405 ROSEWOOD COURT	MISSOULA	MT	59808	NONE	N/A	OPERATING EXPENSES	$2,500
COMMUNITY MEDICAL CENTER
2827 FORT MISSOULA ROAD	MISSOULA	MT	59804	NONE	PUBLIC HOSPITAL	OPERATING EXPENSES	$1,000
YOUTH HOMES MISSOULA
550 N CALIFORNIA ST	MISSOULA	MT	59807	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
SOUTH HILLS EVANGELICAL CHURCH
1919 NORTH AVENUE WEST	MISSOULA	MT	59801	NONE	N/A	OPERATING EXPENSES	$4,000
CAMP MAK-A-DREAM
210 JOHNSON STREET	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	137000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$14	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$80,203	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$36,218	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	FEDERAL REFUND	Description
Exclusion Code	01	ExclusionCode

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$116,435	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	116435	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING	Category
Amount	$5,805	Amount
Net Investment Income	2902	NetInvestmentIncome
Disbursements Charitable Prps	2903	DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	DA DAVIDSON	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	2945768	BookValue
EOYFMV	3061200	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	CONTRACT LABOR	Description
Revenue And Expenses Per Books	1500	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$28,338	Amount
Net Investment Income	28338	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	Category
Amount	$1,211	Amount
Net Investment Income	1211	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

MAX AND BETTY SWANSON FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (51 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

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