MAX AND BETTY SWANSON FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: MAX AND BETTY SWANSON FOUNDATION (EIN 81-0535708)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-06-30
IRS object ID: 201111819349100451
Schema version: 2010v3.2
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 Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-06-30T11:00:27-05:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2010-01-01	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	2011-06-21	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2010	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	3291762	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	92	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	92	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	76220	DividendsRevAndExpnss
Dividends Net Invst Incm	74722	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-80065	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	723811	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	3479	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Total Revenue And Expenses	-274	TotalRevenueAndExpenses
Total Net Investment Income	74814	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
Legal Fees Rev And Expnss	1701	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	340	LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps	1361	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	5796	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2898	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	2898	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	22789	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	22789	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	912	TaxesRevAndExpnss
Taxes Net Invst Incm	912	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	47698	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	29189	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	17009	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	100000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	100000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	147698	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	29189	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	117009	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-147972	ExcessOfRevenueOverExpenses
Net Investment Income	45625	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	17003	CashBOY
Cash EOY	7003	CashEOY
Cash EOYFMV	7003	CashEOYFMV
Savings And Temp Cash Invst BOY	216304	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	44654	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	44654	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	23042	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	0	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	0	InvestmentsGovtObligEOYFMV
Investments Other BOY	2970321	InvestmentsOtherBOY
Investments Other EOY	3027041	InvestmentsOtherEOY
Investments Other EOYFMV	3240105	InvestmentsOtherEOYFMV
Total Assets BOY	3226670	TotalAssetsBOY
Total Assets EOY	3078698	TotalAssetsEOY
Total Assets EOYFMV	3291762	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	3226670	RetainedEarningsBOY
Retained Earnings EOY	3078698	RetainedEarningsEOY
Total Net Assets BOY	3226670	TotalNetAssetsBOY
Total Net Assets EOY	3078698	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3226670	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3078698	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3226670	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-147972	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	3078698	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	3078698	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	723474	803876	-80402	-80402
CAPITAL GAINS DIVIDENDS	337		337	337	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	-80065	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	179469	QualifyingDistributionsYear1
Noncharitable Assets Year1	2808847	NoncharitableAssetsYear1
Distribution Ratio Year1	0.063894	DistributionRatioYear1
Qualifying Distributions Year2	200056	QualifyingDistributionsYear2
Noncharitable Assets Year2	3314214	NoncharitableAssetsYear2
Distribution Ratio Year2	0.060363	DistributionRatioYear2
Qualifying Distributions Year3	97385	QualifyingDistributionsYear3
Noncharitable Assets Year3	3861629	NoncharitableAssetsYear3
Distribution Ratio Year3	0.025219	DistributionRatioYear3
Qualifying Distributions Year4	94974	QualifyingDistributionsYear4
Noncharitable Assets Year4	3733451	NoncharitableAssetsYear4
Distribution Ratio Year4	0.025439	DistributionRatioYear4
Qualifying Distributions Year5	79132	QualifyingDistributionsYear5
Noncharitable Assets Year5	3296546	NoncharitableAssetsYear5
Distribution Ratio Year5	0.024005	DistributionRatioYear5
Total Distribution Ratio	0.198920	TotalDistributionRatio
Average Distribution Ratio	0.039784	AverageDistributionRatio
Net Noncharitable Assets	3083754	NetNoncharitableAssets
Adjusted Noncharitable Assets	122684	AdjustedNoncharitableAssets
One Percent Net Investment Income	456	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	123140	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	117009	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	913	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	913	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	913	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	3000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	3000	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	2087	Overpayment
Amount Credited To Next Year	2087	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	VICE-PRESIDENT	1.00	5000	0	0
CLIFFORD GUSTAFSON
6000 SAINT FRANCES	MISSOULA	MT	59803	SECRETARY/TREASURER	1.00	5000	0	0
KURT INGOLD
2620 CONNERY WAY	MISSOULA	MT	59808	PRESIDENT	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	3018469	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	112246	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	3130715	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	3130715	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	46961	CashDeemedCharitable
Net Noncharitable Assets	3083754	NetNoncharitableAssets
Minimum Investment Return	154188	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	154188	MinimumInvestmentReturn
Tax Based On Investment Income	913	TaxBasedOnInvestmentIncome
Total Tax	913	TotalTax
Distributable Amount Before Adj	153275	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	153275	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	153275	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	117009	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	117009	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	117009	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	153275	DistributableAmountAsAdjusted
Undistributed Income Prior Year	98302	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	117009	QualifyingDistributions
Applied To Year1	98302	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	18707	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	134568	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 (45 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
FAMILIES FIRST
815 E FRONT ST STE 3	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
ALPHA OMEGA HOUSE
CAMPUS DRIVE 1	MISSOULA	MT	59812	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,500
AMERICAN DIABETES ASSOCIATION
1633 MAIN STREET STE A	BILLINGS	MT	59105	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$7,000
ATHLETICS SUCCESS FUND
ADAMS CENTER	MISSOULA	MT	59812	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$10,000
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	$7,000
EVE FOUNDATION
PO BOX 828	MILLTOWN	MT	59851	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
FIVE VALLEYS LAND TRUST
255 W FRONT ST	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$500
GILKEY CENTER
32 CAMPUS DRIVE	MISSOULA	MT	59812	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$12,500
GREATER MISSOULA YFC
1515 FAIRVIEW AVE	MISSOULA	MT	59801	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,000
HABITAT FOR HUMANITY
725 W ALDER ST 19	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
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	PUBLIC SCHOOL	OPERATING EXPENSES	$1,740
MAX & BETTY SWANSON MEMORIAL ATHLETIC SCHOLARSHIP
201 W MAIN ST SUITE 201	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$2,500
MISSOULA 316 RESCUE
506 TOOLE AVE B	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$2,000
MISSOULA ALLIANCE CHURCH
100 FOSS COURT EAST	MISSOULA	MT	59803	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,600
MISSOULA COUNTY HIGH SCHOOL GOLF
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	$600
MISSOULA FOOD BANK
219 S 3RD ST W	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,500
HUMANE SOCIETY OF WESTERN MONTANA
5930 HWY 93 S	MISSOULA	MT	59804	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$7,000
MOUNTAIN HOME MONTANA
2606 SOUTH AVE W	MISSOULA	MT	59804	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,000
NATIONAL MUSEUM OF FOREST SERVICE HISTORY
PO BOX 2772	MISSOULA	MT	59806	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$2,500
PARTNERSHIP HEALTH CARE
323 W ALDER	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,500
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	$4,000
THE PARENTING PLACE
1644 S 8TH ST W	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
THE WRITING CENTER AT HELLGATE HIGH SCHOOL
900 S HIGGINS AVE	MISSOULA	MT	59801	NONE	PUBLIC SCHOOL	OPERATING EXPENSES	$750
VSA ARTS OF MONTANA
200 N ADAMS ST	MISSOULA	MT	59802	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$5,660
WATSON'S CHILDREN SHELTER
2901 FORT MISSOULA RD	MISSOULA	MT	59804	NONE	LOCAL NON-PROFIT	OPERATING EXPENSES	$1,000
WORLD AFFAIRS COUNCIL
201 W MAIN ST SUITE 101	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
MONTANA NATURAL HISTORY CENTER
120 HICKORY ST	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
MONTANA OPERATION LIFESAVER
PO BOX 790	WHITEFISH	MT	59937	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
UNITY CHURCH
546 SOUTH AVE W	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
MISSOULA DOWNTOWN ASSOCIATION
218 EAST MAIN ST C	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,500
MONTANA AUDIO INFORMATION NETWORK
PO BOX 4126	MISSOULA	MT	59806	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
MONTANA CONSERVATION CORPS
206 N GRAND	BOZEMAN	MT	59715	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
MISSOULA AGING SERVICES
337 STEPHENS AVE	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$1,000
HOME RESOURCE
1515 WYOMING 100	MISSOULA	MT	59801	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$2,000
FRIENDS OF YOUTH
1515 E BROADWAY ST	MISSOULA	MT	59802	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
GARDEN CITY BALLET COMPANY
PO BOX 3555	MISSOULA	MT	59806	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$2,000
MISSOULA BUTTERFLY HOUSE
PO BOX 8885	MISSOULA	MT	59807	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
BEAR TRUST INTERNATIONAL
PO BOX 4006	MISSOULA	MT	59806	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$500
WREATHS ACROSS AMERICA
GAURDSMAN LANE FORT MISSOULA	MISSOULA	MT	59804	NONE	PUBLIC CHARITY	OPERATING EXPENSES	$150

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	100000	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	$92	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$76,220	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	-$80,065	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	FEDERAL REFUND	Description
Exclusion Code	01	ExclusionCode
Exclusion	$3,479	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	-$274	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	-274	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	$5,796	Amount
Net Investment Income	2898	NetInvestmentIncome
Disbursements Charitable Prps	2898	DisbursementsCharitablePrps

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	0	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	0	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

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	3027041	BookValue
EOYFMV	3240105	EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL	Category
Amount	$1,701	Amount
Net Investment Income	340	NetInvestmentIncome
Disbursements Charitable Prps	1361	DisbursementsCharitablePrps

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 Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	FEDERAL REFUND	Description
Revenue And Expenses Per Books	3479	RevenueAndExpensesPerBooks
Adjusted Net Income	3479	AdjustedNetIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$22,789	Amount
Net Investment Income	22789	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	Category
Amount	$912	Amount
Net Investment Income	912	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

MAX AND BETTY SWANSON FOUNDATION: Form 990PF, tax year 2010

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 (45 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 Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

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