MONTANA COMMUNITY FOUNDATION INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MONTANA COMMUNITY FOUNDATION INC (EIN 81-0450150)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-11-15
IRS object ID
201233209349308823
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T17:01:55-06:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN910189318EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1975 OAK STREET SUITE 500AddressLine1
CityEUGENECity
StateORState
ZIP Code97401ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN810450150EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MONTANA COMMUNITY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMONTNameControl
Phone4064438313Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 N LAST CHANCE GULCH NO 1AddressLine1
CityHELENACity
StateMTState
ZIP Code59601ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameEMILY KOVARIK CPAName
TitleCONTROLLERTitle
Phone4064438313Phone
Date Signed2012-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NamePAUL D KELLERName
PTINP00179519PTIN
Phone5416861040Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLINDA REEDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11 N LAST CHANCE GULCH NO 1AddressLine1
CityHELENACity
StateMTState
ZIP Code59601ZIPCode
FieldValueIRS element (for citing)
Gross Receipts42758175GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MTCF.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileMTStateLegalDomicile
Activity Or Mission DescriptionTO 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, WORK AND RAISE CHILDREN.ActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees8TotalNbrEmployees
Total Nbr Volunteers9TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3488810ContributionsGrantsPriorYear
Contributions Grants Current Year2956696ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1069002ProgramServiceRevenuePriorYear
Program Service Revenue CY753569ProgramServiceRevenueCY
Investment Income Prior Year4574433InvestmentIncomePriorYear
Investment Income Current Year2174709InvestmentIncomeCurrentYear
Other Revenue Prior Year5464OtherRevenuePriorYear
Other Revenue Current Year53398OtherRevenueCurrentYear
Total Revenue Prior Year9137709TotalRevenuePriorYear
Total Revenue Current Year5938372TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2515367GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2567904GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year416859SalariesEtcPriorYear
Salaries Etc Current Year447292SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year55230TotalFundrsngExpCurrentYear
Other Expense Prior Year2299082OtherExpensePriorYear
Other Expenses Current Year1659103OtherExpensesCurrentYear
Total Expenses Prior Year5231308TotalExpensesPriorYear
Total Expenses Current Year4674299TotalExpensesCurrentYear
Revenues Less Expenses Prior Year3906401RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1264073RevenuesLessExpensesCY
Total Assets BOY60865763TotalAssetsBOY
Total Assets EOY59658108TotalAssetsEOY
Total Liabilities BOY10139552TotalLiabilitiesBOY
Total Liabilities EOY9703688TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY50726211NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY49954420NetAssetsOrFundBalancesEOY
Mission DescriptionMONTANA COMMUNITY FOUNDATION CULTIVATES A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense3109170Expense
Grants2567904Grants
Revenue806967Revenue
DescriptionTHE 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 Expense3109170TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109644NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees8NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMTStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1EMILY KOVARIK CPABusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4064438313TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11 N LAST CHANCE GULCH SUITE 1AddressLine1
CityHELENACity
StateMTState
ZIP Code59601ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
STAN NICHOLSON
DIRECTOR2.00X000
BILL KEARNS
DIRECTOR2.00X000
STACEY MUELLER
TREASURER2.00X000X
JEFF BRETHERTON
BOARD CHAIR2.00X000X
MIKE GUSTAFSON
DIRECTOR2.00X000
CINDA HOLT
DIRECTOR2.00X000
DALE WOOLHISER
DIRECTOR2.00X000
MARY CRAIGLE
SECRETARY2.00X000X
DAN CLARK
DIRECTOR2.00X000
BRIAN PATRICK
DIRECTOR2.00X000
CYNTHIA WOODS
DIRECTOR2.00X000
LINDA REED
CEO40.00125351018213X
FieldValueIRS element (for citing)
Total Reportable Comp From Org125351TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation18213TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2956696AllOtherContributions
Noncash Contributions154167NoncashContributions
Total Contributions2956696TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVE FEESDescription
Business Code525990BusinessCode
Total Revenue Column753569TotalRevenueColumn
Related Or Exempt Function Income753569RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue753569TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1548258TotalRevenueColumn
Exclusion$1,548,258ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities37446254Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities36819803Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities626451Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column626451TotalRevenueColumn
Exclusion$626,451ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column53398TotalRevenueColumn
Related Or Exempt Function Income53398RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue53398TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5938372TotalRevenueColumn
Related Or Exempt Function Income806967RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$2,174,709ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2567904Total
Program Services2567904ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total157873Total
Program Services23682ProgramServices
Management And General110510ManagementAndGeneral
Fundraising23681Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total226068Total
Program Services79217ProgramServices
Management And General131390ManagementAndGeneral
Fundraising15461Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total9618Total
Program Services2950ProgramServices
Management And General6565ManagementAndGeneral
Fundraising103Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total27107Total
Program Services8921ProgramServices
Management And General16731ManagementAndGeneral
Fundraising1455Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total26626Total
Program Services7146ProgramServices
Management And General16967ManagementAndGeneral
Fundraising2513Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total693883Total
Management And General693883ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total541Total
Management And General541ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total33405Total
Management And General33405ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total317419Total
Management And General317419ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total133842Total
Program Services126174ProgramServices
Management And General7668ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total16762Total
Program Services9895ProgramServices
Management And General4537ManagementAndGeneral
Fundraising2330Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total29625Total
Program Services13520ProgramServices
Management And General16105ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total30126Total
Program Services8852ProgramServices
Management And General21274ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total40665Total
Program Services10676ProgramServices
Management And General29989ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total22604Total
Program Services8887ProgramServices
Management And General4030ManagementAndGeneral
Fundraising9687Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total98376Total
Program Services47586ProgramServices
Management And General50790ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total21327Total
Management And General21327ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total6451Total
Program Services946ProgramServices
Management And General5505ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
RETURN OF ENDOWMENTS148234148234
MISCELLANEOUS42476349677509
PRINTING & PUBLICATIONS17695599011705
ADVOCACY SUPPORT567236232049

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4674299Total
Program Services3109170ProgramServices
Management And General1509899ManagementAndGeneral
Fundraising55230Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY116833BOY
EOY247382EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2124535BOY
EOY2511857EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY17696BOY
EOY28301EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis264185LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec193757LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY55910BOY
EOY70428EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY57358334BOY
EOY55647930EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1192455BOY
EOY1152210EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY60865763BOY
EOY59658108EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY57573BOY
EOY68553EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY576772BOY
EOY698439EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY9505207BOY
EOY8936696EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY10139552BOY
EOY9703688EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY550571BOY
EOY196682EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY8353924BOY
EOY6312153EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY41821716BOY
EOY43445585EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY50726211BOY
EOY49954420EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY60865763BOY
EOY59658108EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses1264073ReconcilationRevenueExpenses
Reconcilation Other Changes-2035864ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2623487CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1996245CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1939870CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3488810CurrentTaxYearMinus1Year
Current Tax Year2956696CurrentTaxYear
Total13005108Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2623487CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1996245CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1939870CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3488810CurrentTaxYearMinus1Year
Current Tax Year2956696CurrentTaxYear
Total13005108Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total719649AmountsSubstContributorsTotal
Public Support Total17012285459PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1799667CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1373390CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1412469CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1472052CurrentTaxYearMinus1Year
Current Tax Year1601656CurrentTaxYear
Total7659234Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years989479CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years842745CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years992317CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1069002CurrentTaxYearMinus1Year
Current Tax Year753569CurrentTaxYear
Total4647112Total
FieldValueIRS element (for citing)
Total Support25311454TotalSupport
Gross Receipts From Admissions Etc4647112GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.48540PublicSupportPertcentage170
Public Support Pertcent Prior Year0.56580PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3384900CurrentYearMinus3
Current Year Minus2366449CurrentYearMinus2
Current Year Minus1411565CurrentYearMinus1
Current Year0CurrentYear
Total1162914Total
FieldValueIRS element (for citing)
Lobbying Ceiling$1,744,371LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus315618CurrentYearMinus3
Current Year Minus2113509CurrentYearMinus2
Current Year Minus135445CurrentYearMinus1
Current Year0CurrentYear
Total164572Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus396225CurrentYearMinus3
Current Year Minus291612CurrentYearMinus2
Current Year Minus1102891CurrentYearMinus1
Current Year0CurrentYear
Total290728Total
FieldValueIRS element (for citing)
Grassroots Ceiling$436,092GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year Minus135445CurrentYearMinus1
Current Year0CurrentYear
Total35445Total

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held76NumberDAFsHeld
Number Funds Held81NumberFundsHeld
Donor Advised Contributions382660DonorAdvisedContributions
Contrib To Funds And Other Accounts833873ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds484186GrantsPaidFromDonorFunds
Grants Funds And Other Accounts523071GrantsFundsAndOtherAccounts
Aggregate DAF Value10935162AggregateDAFValue
Aggregate Fund Value7569940AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance42346299BeginningOfYearBalance
Contributions1951446Contributions
Investment Earnings Or Losses-293939InvestmentEarningsOrLosses
Grants Or Scholarships1470837GrantsOrScholarships
Other Expenditures2599OtherExpenditures
Administrative Expenses848895AdministrativeExpenses
End Of Year Balance41681475EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance37744490BeginningOfYearBalance
Contributions1864994Contributions
Investment Earnings Or Losses4900973InvestmentEarningsOrLosses
Grants Or Scholarships1362650GrantsOrScholarships
Other Expenditures36789OtherExpenditures
Administrative Expenses764719AdministrativeExpenses
End Of Year Balance42346299EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance35368602BeginningOfYearBalance
Contributions1348199Contributions
Investment Earnings Or Losses3723420InvestmentEarningsOrLosses
Grants Or Scholarships2129374GrantsOrScholarships
Other Expenditures5871OtherExpenditures
Administrative Expenses560486AdministrativeExpenses
End Of Year Balance37744490EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance42462082BeginningOfYearBalance
Contributions1687044Contributions
Investment Earnings Or Losses-5983359InvestmentEarningsOrLosses
Grants Or Scholarships1539320GrantsOrScholarships
Other Expenditures523868OtherExpenditures
Administrative Expenses733977AdministrativeExpenses
End Of Year Balance35368602EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis264185OtherCostOrOtherBasis
Depreciation193757Depreciation
Book Value70428BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings70428TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionPOOLED INVESTMENTSDescription
Book Value55647930BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities55647930TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
CHARITABLE REMAINDER UNITRUSTS$845,473
FUNDS HELD AS AGENCY ENDOWMENTS$6,872,186
CHARITABLE AND DEFERRED GIFT ANNUITIES$1,219,037
FieldValueIRS element (for citing)
Total Of Amounts8936696TotalOfAmounts
Total Revenue5938372TotalRevenue
Total Expenses4674299TotalExpenses
Excess Or Deficit For Year1264073ExcessOrDeficitForYear
Net Unrealized GL On Investments-2472543NetUnrealizedGLOnInvestments
Other$436,679OtherAmount
Total Adjustments-2035864TotalAdjustments
Excess Or Deficit Per FS-771791ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2856890TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-2472543NetUnrealizedGainsInvestments
Other Revenues275068OtherRevenues
Revenue Not Rptd F990-2197475RevenueNotRptdF990
Revenue Subtotal5054365RevenueSubtotal
Other Revenues Not Included884007OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt884007RevenueNotRptdOnFinStmt
Total Revenue Per Form9905938372TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3628681TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal3628681ExpensesSubtotal
Other Expenses Not Included1045618OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt1045618ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904674299TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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, WORK AND RAISE CHILDREN.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X: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, 2012 AND 2011, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL.
PART XI, LINE 8 - OTHER ADJUSTMENTS:ENDOWMENT AGENCY FUND ACTIVITY 161,611. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 156,647. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 118,421. TOTAL TO SCHEDULE D, PART XI, LINE 8: 436,679.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 156,647. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 118,421.
PART XII, LINE 4B - OTHER ADJUSTMENTS:AGENCY ENDOWMENT FUND ACTIVITY 260,633. MANAGEMENT FEE 623,374.
PART XIII, LINE 4B - OTHER ADJUSTMENTS:MANAGEMENT FEES 623,374. AGENCY ENDOWMENT FUND ACTIVITY 422,244.

Schedule F IRS990ScheduleF

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConducted
Total Expenditures3585222TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent3585222SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent3585222TotalAmountSpent
Transfer To Foreign Corp1TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp1OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (120 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
1 FOR THE PLANET
PO BOX 650WAITSFIELDVT05673912151932501(C)(3)5000GENERAL OPERATING PURPOSES
ABSAROKEE COMMUNITY FOUNDATION
PO BOX 72ABSAROKEEMT59001731658638501(C)(3)14110MCFU-INCENTIVE AND LEADERSHIP GRANTS
ALBERTA BAIR THEATER
PO BOX 1556BILLINGSMT59103810406157501(C)(3)27339ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
AMERICAN INDIAN INSTITUTE
502 WEST MENDENHALL STREETBOZEMANMT59715810339551501(C)(3)36635ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SUPPORT TRAVEL OF DELEGATES TO INTERNATIONAL ELDERS & YOUTH COUNCIL
APOSTLES EVANGELICAL LUTHERAN CHURCH
3140 BROADWATER AVEBILLINGSMT59102816035157501(C)(3)7722ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND BUILDING EXPANSION
ARIZONA STATE UNIVERSITY
PO BOX 871612TEMPEAZ85287866051042501(C)(3)10000SCHOLARSHIPS
BEACON COMMUNITY FOUNDATION
PO BOX 726SCOBEYMT59263810498333501(C)(3)7816ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
BENEFIS HEALTHCARE FOUNDATION
PO BOX 7008GREAT FALLSMT594067008810480587501(C)(3)5306ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND PEACE HOSPICE
BIGFORK CENTER FOR THE PERFORMING ARTS FOUNDATION
PO BOX 1230BIGFORKMT59911810424706501(C)(3)10929ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
BILLINGS COMMUNITY FOUNDATION
PO BOX 1255BILLINGSMT59103204286919501(C)(3)19003ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
BITTER ROOT LAND TRUST
PO BOX 1806HAMILTONMT59840311595967501(C)(3)7500FUNDING FOR TABER CONSERVATION EASEMENT
BLACKFEET RESERVATION DEVELOPMENT FUND INC
PO BOX 3029BROWNINGMT59417363784925501(C)(3)14862ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
BLACKFOOT CHALLENGE
PO BOX 103OVANDOMT59854810488863501(C)(3)50000IRRIGATION, RANGE RIDER AND CARCASS REMOVAL AND HANDHELD RADIOS AND AEDS FOR OVANDO FIRE DEPARTMENT
BLACKHORSE PRIDE
8403 HILLVIEW DRHELENAMT59602263637305501(C)(3)120002012 RODEO AND HORSEMANSHIP CAMP
BOWDOIN COLLEGE
5300 COLLEGE STATIONBRUNSWICKME040118444010215213501(C)(3)10000SCHOLARSHIPS
BOYS & GIRLS CLUB OF NORTH CENTRAL MONTANA
PO BOX 652GREAT FALLSMT59403810475269501(C)(3)10678ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
BOYS & GIRLS CLUB OF THE NORTHERN CHEYENNE NATION
PO BOX 309LAME DEERMT59043363945776501(C)(3)30690ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SUPPORT FOR HIRE OF ADMINISTRATIVE ASSISTANT
BOZEMAN PUBLIC LIBRARY FOUNDATION
626 E MAIN STREETBOZEMANMT59715810405940501(C)(3)7676ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
BROADWATER PRODUCTIONS INC (GRANDSTREET THEATRE)
PO BOX 1258HELENAMT59624810357843501(C)(3)6263ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
BUTTE-SILVER BOW COMMUNITY FOUNDATION
3505 QUINCY STREETBUTTEMT59703273492133501(C)(3)5721ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
CAMP MAK-A-DREAM
PO BOX 1450MISSOULAMT598061450910472959501(C)(3)5000GENERAL OPERATING PURPOSES
CARROLL COLLEGE
1601 N BENTON AVEHELENAMT59625810231774501(C)(3)29352ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS
CENTER FOR RURAL ENTREPRENEURSHIP
421 SOUTH 9TH STREET SUITE 245LINCOLNNE68508263114011501(C)(3)30000TRANSFER OF WEALTH STUDY
COMMUNITY FOUNDATION FOR A BETTER BIGFORK
PO BOX 1439BIGFORKMT59911237067099501(C)(3)6624ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
CORVALLIS SCHOOL DISTRICT #1
PO BOX 700CORVALLISMT59828816000828GOV'T33391'STUDENT CENTERED LEARNING' MAC LAB
CUSTER COUNTY ART CENTER
PO BOX 1284MILES CITYMT59301810442375501(C)(3)6225KIDS CREATE PROGRAM AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
DARBY PUBLIC SCHOOLS
209 SCHOOL DRIVEDARBYMT59829816000834GOV'T3404920 IPADS FOR K-4 AND 20 LAPTOPS FOR THE HIGH SCHOOL
DAWSON COMMUNITY COLLEGE
PO BOX 421GLENDIVEMT59330816000240501(C)(3)6960ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS
EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS
415 N 30TH ST SUITE 312BILLINGSMT59101810452904501(C)(3)7967ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
EXPERIMENTAL AIRCRAFT ASSOCIATION
PO BOX 3086OSHKOSHWI54903390917537501(C)(3)6000SUPPORT FOR EDUCATIONAL PROGRAMS
FAMILY SUPPORT NETWORK
PO BOX 21366BILLINGSMT59104363925429501(C)(3)6018GENERAL OPERATING PURPOSES
FIRST UNITED METHODIST CHURCH
610 SECOND AVENUE NORTHGREAT FALLSMT59401810235852501(C)(3)11000GENERAL OPERATING PURPOSES
FIVE VALLEYS LAND TRUST
PO BOX 8953MISSOULAMT59807237182055501(C)(3)11373ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND FUNDING FOR BLACKFOOT VALLEY EASEMENT
FLATHEAD LAND TRUST
PO BOX 1913KALISPELLMT59903363479966501(C)(3)6264ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND WADE CONSERVATION EASEMENT
FLATHEAD VALLEY COMMUNITY COLLEGE
777 GRANDVIEW DRIVEKALISPELLMT59901810461253GOV'T17150ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS
FLORENCE-CARLTON SCHOOL
5602 OLD HIGHWAY 93FLORENCEMT59833816000836GOV'T23175PROMETHEAN BOARDS, DELL COMPUTERS, SIBELIUS 7, AUDIO
FRIENDS OF THE PIONEER MUSEUM
PO BOX 975GLASGOWMT59230810479627501(C)(3)7858ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
GALLATIN VALLEY LAND TRUST
PO BOX 7021BOZEMANMT59715810464513501(C)(3)5500GENERAL OPERATING PURPOSES AND FUNDING FOR BIG SKY TRAIL-CONSERVATION
GREAT FALLS SYMPHONY ASSOCIATION
PO BOX 1078GREAT FALLSMT59403816014907501(C)(3)43379GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
GREATER GALLATIN UNITED WAY
945 TECHNOLOGY BLVD STE 10-FBOZEMANMT59718810384820501(C)(3)12712ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
GREATER POLSON COMMUNITY FOUNDATION
PO BOX 314POLSONMT59860262883184501(C)(3)22558ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
HAMILTON PUBLIC SCHOOLS
217 DALY AVENUEHAMILTONMT59840816000830GOV'T27900DOCUMENT CAMERAS AND SMART BOARDS
HARVARD COLLEGE
OFFICE OF FINANCIAL AIDCAMBRIDGEMA02138042103580501(C)(3)5000SCHOLARSHIPS
HELENA EDUCATION FOUNDATION
PO BOX 792HELENAMT59604810544494501(C)(3)10071GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
HELENA PRESENTS (MYRNA LOY CENTER)
15 N EWINGHELENAMT59601510185430501(C)(3)26107ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
HELENA SYMPHONY
48 HIBBARD WAY SUITE 101HELENAMT59601810523705501(C)(3)7136GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
HELENA YMCA
1200 N LAST CHANCE GULCHHELENAMT59601810231815501(C)(3)8267ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
HOLTER MUSEUM OF ART
12 EAST LAWRENCE STREETHELENAMT59601810472958501(C)(3)16841ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
HOPA MOUNTAIN INC
P O BOX 10892BOZEMANMT59719841635749501(C)(3)25195INDIGENOUS SCHOLARS OF PROMISE AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
INDIAN LAW RESOURCE CENTER
602 EWINGHELENAMT59601521121079501(C)(3)6667ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
INTERMOUNTAIN CHILDREN'S HOME
500 S LAMBORNHELENAMT59601810231775501(C)(3)32759NEW COTTAGES, ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, AND GENERAL OPERATING SUPPORT
INTERNATIONAL CHORAL FESTIVAL
PO BOX 8203MISSOULAMT59807810459276501(C)(3)6168ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
INTERNATIONAL HUNTER EDUCATION ASSOCIATION
2727 W 92ND AVENUE SUITE 103FEDERAL HEIGHTSCO80260371145157501(C)(3)5741ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
LEWIS & CLARK COUNTY COMMUNITY FOUNDATION
PO BOX 92HELENAMT59624810450150501(C)(3)20044ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
LITTLE BIG HORN COLLEGE
PO BOX 370CROW AGENCYMT59022810331905501(C)(3)5000SCHOLARSHIPS
LONE ROCK SCHOOL
1112 THREE MILE CREEK RDSTEVENSILLEMT59870816000835501(C)(3)25930IPAD TABLET AND HPROBOOK FOR EACH K-8 STUDENT
LOYOLA SACRED HEART FOUNDATION
300 EDITH STMISSOULAMT59801237297873501(C)(3)24932UPDATE COMPUTER LAB WORKSTATIONS
MADISON VALLEY MEDICAL CENTER
PO BOX 993ENNISMT59597810453395501(C)(3)10000GENERAL OPERATING PURPOSES
MADISON VALLEY RURAL FIRE DEPARTMENT
PO BOX 68ENNISMT59729810426522501(C)(3)5000GENERAL OPERATING PURPOSES
MANHATTAN HIGH SCHOOL
416 NORTH BROADWAYMANHATTANMT59741816000410GOV'T10448ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT - VO-TECH DEPARTMENT
MILES COMMUNITY COLLEGE
2715 DICKENSONMILES CITYMT59301816016740GOV'T11225ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS
MISSOULA CIVIC SYMPHONY ASSOCIATION
PO BOX 8301MISSOULAMT59807810290730501(C)(3)8884ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
MISSOULA COMMUNITY FOUNDATION
PO BOX 1968MISSOULAMT59806810539830501(C)(3)13430ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
MONTANA AUDUBON
PO BOX 595HELENAMT59624810412530501(C)(3)11650ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SUPPORT FOR ENVIRONMENTAL EDUCATION
MONTANA HUMAN RIGHTS NETWORK
PO BOX 1509HELENAMT59624810472423501(C)(3)9150GENERAL OPERATING PURPOSES
MONTANA LAND RELIANCE
PO BOX 355HELENAMT59624810369262501(C)(3)6549ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND FUNDING FOR GALLATIN COUNTY EASEMENT
MONTANA NONPROFIT ASSOCIATION
PO BOX 1744HELENAMT59624731654969501(C)(3)26390ENDOW MT SITE, SPONSORSHIP OF MNA, AND MNA DUES FOR LCFS
MONTANA PROFESSIONAL TEACHING FOUNDATION
1232 EAST 6TH AVENUEHELENAMT59601810511792501(C)(3)12816ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
MONTANA STATE UNIVERSITY - BILLINGS
1500 N 30TH STBILLINGSMT59101810301477GOV'T11750SCHOLARSHIPS
MONTANA STATE UNIVERSITY - BOZEMAN
FINANCIAL AID OFFICEBOZEMANMT59717806010045GOV'T95292SCHOLARSHIPS
MONTANA STATE UNIVERSITY - LOCAL GOVERNMENT CENTER
PO BOX 170535BOZEMANMT597170535810301477GOV'T5000SPONSORSHIP OF 2012 RURAL COMMUNITY CONFERENCE
MONTANA STATE UNIVERSITY FOUNDATION
PO BOX 172750BOZEMANMT597172750816001649501(C)(3)11000SCHOLARSHIPS, ANNUAL ENDOWMENT PAYOUT AND SUPPORT FOR COLLEGE OF BUSINESS AND DEAN'S ENDOWMENT
MONTANA TECH
1300 W PARK STBUTTEMT59701816001713GOV'T23600SCHOLARSHIPS
MONTANA TECH FOUNDATION
1300 W PARK STBUTTEMT59701810250363501(C)(3)5000VIRGIL R CHAMBERLAIN MEMORIAL SCHOLARSHIP
MONTANA WILDERNESS ASSOCIATION
30 S EWING STREETHELENAMT59601510198932501(C)(3)8775ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
MOUNTAIN VIEW MEDICAL CENTER
16 WEST MAINWHITE SULPUR SPRINGSMT59645810255832501(C)(3)6673GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
MSU - BILLINGS COLLEGE OF TECHNOLOGY
1500 UNIVERSITY DRIVEBILLINGSMT59102810301477GOV'T5000ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
MSU BILLINGS FOUNDATION
1500 UNIVERSITY DRIVEBILLINGSMT59101810301477501(C)(3)6000ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS
MSU COLLEGE OF TECHNOLOGY - GREAT FALLS
2100 - 16TH AVENUE SOUTHGREAT FALLSMT59405810522790GOV'T6204ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND CHILD DEVELOPMENT CENTER
MUSEUM OF THE ROCKIES
600 WEST KAGY BOULEVARDBOZEMANMT59717816016828501(C)(3)10730GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
MUSSELSHELL VALLEY COMMUNITY FOUNDATION
PO BOX 713ROUNDUPMT59072810512493501(C)(3)9446ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
NATIONAL COALITION BUILDING INSTITUTE
1280 S 3RD STREET WESTMISSOULAMT59801222627168501(C)(3)15000GENERAL OPERATING PURPOSES
NATURE CONSERVANCY OF MONTANA
32 S EWING STE 215HELENAMT59601530242652501(C)(3)5943ROCKY MOUNTAIN FRONT PRESENTATION, CORNWELL 3 EASEMENT AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
NORTH DAKOTA STATE COLLEGE OF SCIENCE
800 6TH ST NWAHPETONND580760002450407617GOV'T5500SCHOLARSHIPS
NORTHEAST MONTANA HEALTH SERVICES CHARITABLE FOUNDATION
315 KNAPP STWOLF POINTMT59201810226578501(C)(3)5500DIGITAL MAMMOGRAPHY MACHINE AND PLASMA THAWER
NYE COMMUNITY FOUNDATION
PO BOX 528NYEMT59061810531083501(C)(3)6106ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
ORTON FAMILY FOUNDATION
PO BOX 111MIDDLEBURYVT05753030346513501(C)(3)30000POLSON HEART & SOUL PROJECT
PARENTS LET'S UNITE FOR KIDS
516 N 32ND STBILLINGSMT59101810422077501(C)(3)5000GENERAL OPERATING PURPOSES
PARK UNIVERSITY - MISSOURI
8700 NW RIVER PARK DRPARKVILLEMO64152440562048GOV'T11000SCHOLARSHIPS
PARMLY BILLINGS LIBRARY FOUNDATION
510 NORTH BROADWAYBILLINGSMT59101810451892501(C)(3)13161CAPITAL CAMPAIGN FOR LIBRARY AND LANDSCAPING AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
PEARL & BOB RICHARDSON END OF THE UNITED WAY
PO BOX 862HELENAMT59624816017354501(C)(3)5457ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
PLANNED PARENTHOOD OF MISSOULA
219 E MAINMISSOULAMT59802810307201501(C)(3)10750GENERAL OPERATING PURPOSES
PRICKLY PEAR LAND TRUST
PO BOX 892HELENAMT59624810506868501(C)(3)8439GENERAL OPERATING PURPOSES, ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND 270-ACRE EASEMENT
RAPTORS OF THE ROCKIES
PO BOX 250FLORENCEMT59833810522082501(C)(3)10000GENERAL OPERATING PURPOSES
RED LODGE AREA COMMUNITY FOUNDATION
PO BOX 1871RED LODGEMT59068810480094501(C)(3)16701ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
RED LODGE PUBLIC SCHOOLS FOUNDATION
PO BOX 1090RED LODGEMT59068331165645501(C)(3)25000FUND EXPENSES SUCH AS UNIFORMS, BANNERS, ETC.
RIALTO COMMUNITY THEATRE INC
PO BOX 874DEER LODGEMT59722810508522501(C)(3)10000FINISH RESTORATION PROJECT
ROCKY MOUNTAIN COLLEGE
1511 POLY DRIVEBILLINGSMT59102810235407501(C)(3)17997SCHOLARSHIPS AND ADVANCMENT OF TECHNOLOGY
ROCKY MOUNTAIN DEV COUNCIL - HEAD START
PO BOX 1717HELENAMT59624810296458501(C)(3)21535PENNIES FOR PROGRESS FUND
SCHOOL COMMUNITY DEVELOPMENT COUNCIL POWDER RIVER CF
PO BOX 421BROADUSMT59317810514945501(C)(3)6028ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
SEELEY LAKE COMMUNITY FOUNDATION
PO BOX 25SEELEY LAKEMT59868311711576501(C)(3)19921ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
ST PETER'S HOSPITAL FOUNDATION
2475 BROADWAYHELENAMT59601810392270501(C)(3)8701GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
STEVENSVILLE SCHOOL DISTRICT
300 PARK STREETSTEVENSVILLEMT59870816000829501(C)(3)3645050 NEW DESKTOP COMPUTERS
THRIVE
PO BOX 4325BOZEMANMT597724325363501185501(C)(3)7800GIRLS FOR A CHANGE AND EARLY CHILDHOOD HOME VISITING PROGRAMS
TROUT UNLIMITED
PO BOX 7186MISSOULAMT59807237184514501(C)(3)10652ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND FISH CREEK PROJECT
UNITED WAY OF CASCADE COUNTY
PO BOX 1343GREAT FALLSMT59403810304170501(C)(3)5438ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
UNIVERSITY OF MONTANA
FINANCIAL AID OFFICEMISSOULAMT59807816001713GOV'T112720SCHOLARSHIPS
UNIVERSITY OF MONTANA - WESTERN
SCHOLARSHIPS AND ADMISSIONSDILLONMT59725810386970GOV'T16000SCHOLARSHIPS
UNIVERSITY OF MONTANA COLLEGE OF TECHNOLOGY
SCHOLARSHIPS AND ADMISSIONSMISSOULAMT59801816001713GOV'T21250SCHOLARSHIPS
UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159MISSOULAMT59807810362989501(C)(3)12587ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, GENERAL OPERATING SUPPORT FOR BUSINESS SCHOOL DEAN'S OPPORTUNITY FUND, BUSINESS ADMIN, ECONOMICS, CHEMISTRY AND MEN'S AND WOMEN'S BASKETBALL EQUIPMENT
UNIVERSITY OF MONTANA-HELENA COLLEGE OF TECHNOLOGY
1115 NORTH ROBERTSHELENAMT596013098810302402GOV'T6500ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS
UTAH STATE UNIVERSITY
FINANCIAL AID OFFICELOGANUT843221800876000528GOV'T5000SCHOLARSHIPS
VALLEY COUNTY COMMUNITY FOUNDATION
83 BONNIE STGLASGOWMT59230810526746501(C)(3)21418ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, INCENTIVE AND LEADERSHIP GRANTS
VICTOR SCHOOL DISTRICT #7
425 - 4TH AVENUEVICTORMT59875816000833GOV'T24850WHITE SMART BOARDS AND CLASSROOM CART OF IPADS
WEST YELLOWSTONE FOUNDATION
PO BOX 255WEST YELLOWSTONEMT597580255810494366501(C)(3)17193ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS
WIBAUX COUNTY NURSING HOME
712 S WIBAUX STWIBAUXMT59353810392225501(C)(3)5310ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, OVERHEAD STRUCTURE FOR PICNIC TABLES, AND REMODELING
WORLD MUSEUM OF MINING INC
PO BOX 33BUTTEMT59703816014901501(C)(3)5722ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
YELLOWSTONE ART MUSEUM
401 N 27TH STBILLINGSMT59101816014902501(C)(3)42001ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT, ASCENT TO THE ROCKIES CONFERENCE, CHARLES M. BAIR FAMILY GALLERY, MEMBERSHIP, PURCHASE OF MOLLY MURPHY'S SNAKEDANCE FOR PERMANENT COLLECTION
YELLOWSTONE PARK FOUNDATION
222 EAST MAINBOZEMANMT59715830311166501(C)(3)21048GENERAL OPERATING PURPOSES AND ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT
YWCA OF BILLINGS
909 WYOMING AVEBILLINGSMT59101810534954501(C)(3)8113ANNUAL ENDOWMENT PAYOUT FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS AND MATCHING GRANT FOR HOMER SCOTT FOUNDATION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants120TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE 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 L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonJEFF BRETHERTONNamePerson
FieldValueIRS element (for citing)
RelationshipBOARD PRESIDENTRelationship
Amount Of Transaction3520AmountOfTransaction
Description Of TransactionRENT OF OFFICE SPACEDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions10NumberOfContributions
Noncash Contribs Rptd F990154167NoncashContribsRptdF990
Method Of Determining RevenuesDAILY AVG. OF PRICESMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11APPROPRIATE 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 12CAT 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 15THIS IS THE RESPONSIBILITY OF THE EXECUTIVE COMMITTEE. A MATRIX IS USED TO DETERMINE PERFORMANCE. OUTSIDE INFORMATION REGARDING SALARIES PAID BY SIMILAR ORGANIZATIONS IS EVALUATED.
FORM 990, PART VI, SECTION C, LINE 19BOTH 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 5:NET UNREALIZED LOSSES ON INVESTMENTS: -2,472,543. ENDOWMENT AGENCY FUND ACTIVITY 161,611. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 156,647. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 118,421. TOTAL TO FORM 990, PART XI, LINE 5: -2,035,864.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 2C:THE PROCESS FOR THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM PRIOR YEARS.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.