2012-06-13T15:41:11-05:00 2011-12-31 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2011-01-01 810536902 LEWIS AND CLARK COUNTY COMMUNITY FOUNDATION LEWI 4064414952 PO BOX 92 HELENA MT 59624 LISA BULLOCK 4064414952 2012-05-29 1 CINDY A UTTERBACK P00102080 4064421040 2012-05-25 2011 2016-02-24 21:20:13Z X WWW.LCCFOUNDATION.ORG X 69387 X 56558 4822 5898 21 5877 2109 4990 -2881 64376 17800 12021 1125 3300 2325 6252 42823 21553 211931 -13065 220419 X 37387 30570 174544 189849 211931 220419 0 0 211931 220419 X FINANCIAL ASSISTANCE TO NONPROFITS BENEFITING LEWIS & CLARK COUNTY RESIDENTS. FUNDRAISING COSTS TO BUILD ENDOWMENT FOR GRANTS, WHICH IS THE EXEMPT PURPOSE. THE GRANTS AS LISTED IN THIS RETURN ARE FUNDED WITH EARNINGS FROM AN ENDOWMENT FUND HELD AS AN ASSET OF MONTANA COMMUNITY FOUNDATION, AN AGENCY ENDOWMENT FUND HELD FOR LCCF AT MCF, BOARD DESIGNATED FUNDS AND FUNDS RECEIVED FOR RE-GRANTING. 17800 27252 27252 X CURTIS LARSEN PO BOX 92 HELENA MT 59624 1.00 0 0 0 AIMEE GRMOLJEZ PO BOX 92 HELENA MT 59624 1.00 0 0 0 HEIDI GOETTEL PO BOX 92 HELENA MT 59624 1.00 0 0 0 LISA BULLOCK PO BOX 92 HELENA MT 59624 5.00 0 0 0 STEVE BROWNING PO BOX 92 HELENA MT 59624 1.00 0 0 0 SARA HOWE-COBB PO BOX 92 HELENA MT 59624 1.00 0 0 0 FRANK COTE PO BOX 92 HELENA MT 59624 5.00 0 0 0 JULIE JOHNSON PO BOX 92 HELENA MT 59624 1.00 0 0 0 CHRISTINE ODEGARD PO BOX 92 HELENA MT 59624 1.00 0 0 0 MARCY MCLEAN PO BOX 92 HELENA MT 59624 1.00 0 0 0 CASEY KYLER WEST PO BOX 92 HELENA MT 59624 1.00 0 0 0 BRIDGITT ERICKSON PO BOX 92 HELENA MT 59624 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA BULLOCK TREASURER 201 E BROADWAY SUITE A HELENA MT 59601 4064422773 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 48892 79478 48130 60213 56558 293271 48892 79478 48130 60213 56558 293271 9146 284125 5038 4869 4626 4797 4822 24152 3932 3932 321355 17031 0.88410 0.85910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED OTHER INVESTMENT INCOME FORM 990-EZ, PART I, LINE 4 INTEREST INCOME 125.. INVESTMENT EARNINGS ON AGENCY ENDOWMENTS 4,697.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,822. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: THE ANGEL FUND. GRANTEE ADDRESS: PO BOX 7436 HELENA, MT 59604. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: AUGUSTA HIGH SCHOOL. GRANTEE ADDRESS: 410 N BROADWAY AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 800. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: AUGUSTA VOLUNTEER AMBULANCE SERVICE. GRANTEE ADDRESS: MAIN STREET AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: BRYANT ELEMENTARY SCHOOL. GRANTEE ADDRESS: 1529 BOULDER HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 650. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: CAPITAL CITY CHAPTER - ASSOCIATION FOR THE BLIND. GRANTEE ADDRESS: THE WATERFORD HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 400. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: EAGLE MOUNT HELENA. GRANTEE ADDRESS: 3400 CENTENNIAL DRIVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 750. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: DOMESTIC VIOLENCE PREVENTION. GRANTEE NAME: THE FRIENDSHIP CENTER. GRANTEE ADDRESS: 1430 SANDERS HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA AREA FRIENDS OF PETS. GRANTEE ADDRESS: 2905 NORTH MONTANA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA FOOD SHARE. GRANTEE ADDRESS: 1616 LEWIS ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA INDIAN ALLIANCE. GRANTEE ADDRESS: 435 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: HEALTHCARE. GRANTEE NAME: LEWIS AND CLARK CITY-COUNTY HEALTH DEPARTMENT. GRANTEE ADDRESS: 1930 9TH AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LEWIS AND CLARK HUMANE SOCIETY. GRANTEE ADDRESS: 2112 E CUSTER HELENA, MT 59602. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LEWIS AND CLARK LIBRARY. GRANTEE ADDRESS: 120 S LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LINCOLN PUBLIC SCHOOLS. GRANTEE ADDRESS: MAIN STREET LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 1,200. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: MARYSVILLE VOLUNTEER FIRE DEPARTMENT. GRANTEE ADDRESS: GENERAL DELIVERY MARYSVILLE, MT 59640. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 600. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: MYRNA LOY CENTER. GRANTEE ADDRESS: 15 NORTH EWING HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SUICIDE PREVENTION. GRANTEE NAME: NAMI MONTANA. GRANTEE ADDRESS: 616 HELENA AVE., SUITE 218 HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 900. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: PAD FOR PAWS FOUNDATION. GRANTEE ADDRESS: PO BOX 287 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: SENIOR NEEDS. GRANTEE NAME: ROCKY MOUNTAIN DEVELOPMENT COUNCIL. SENIOR GRANTEE NAME: ROCKY MOUNTAIN DEVELOPMENT COUNCIL. SENIOR. GRANTEE ADDRESS: 200 SOUTH CRUSE AVE. HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: YOUTH. GRANTEE NAME: ROCKY MOUNTAIN DEVELOPMENT COUNCIL HEAD START. GRANTEE ADDRESS: 200 SOUTH CRUSE AVE. HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: SORPOSTIMIST INT'L/EXPLORATION WORKS. GRANTEE ADDRESS: 995 CAROUSEL WAY HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 200. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: WEST MONT. GRANTEE ADDRESS: 2708 BOZEMAN AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: WOLF CREEK ELEMENTARY SCHOOL. GRANTEE ADDRESS: 150 WALSH ST WOLF CREEK, MT 59648. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 200. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: WORKING FOR EQUALITY AND ECONOMIC LIBERATION GRANTEE NAME: WORKING FOR EQUALITY AND ECONOMIC LIBERATION. GRANTEE ADDRESS: 32 S EWING ST #109 HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: LIFE SKILLS. GRANTEE NAME: YWCA OF HELENA. GRANTEE ADDRESS: 501 N PARK AVE. HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EMERGENCY SERVICES. GRANTEE NAME: WOLF CREEK VOLUNTEER FIRE DEPARTMENT. GRANTEE ADDRESS: 310 RECREATION ROAD WOLF CREEK, MT 59648. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LINCOLN SENIOR CENTER. GRANTEE ADDRESS: MAIN STREET LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/11. AMOUNT GIVEN: 600. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 17,800. OTHER EXPENSES FORM 990-EZ, PART I, LINE 16 DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 2,829. DESCRIPTION: ADVERTISING . AMOUNT: 265. DESCRIPTION: SUPPLIES . AMOUNT: 594. DESCRIPTION: MISCELLANEOUS . AMOUNT: 316. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 2,030. DESCRIPTION: COMPUTER EXPENSES . AMOUNT: 218. TOTAL TO FORM 990-EZ, LINE 16: 6,252. OTHER CHANGES IN NET ASSETS FORM 990-EZ, PART I, LINE 20 DESCRIPTION: UNREALIZED GAINS/LOSSES IN AGENCY ACCOUNTS. AMOUNT: -13,065. OTHER ASSETS FORM 990-EZ, PART II, LINE 24 DESCRIPTION: AGENCY ACCOUNTS ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 174,544. END OF YEAR AMOUNT: 189,849. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.