2011-11-15T09:55:15-06:00 2010-12-31 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990EZ 2010-01-01 810536902 LEWIS AND CLARK COUNTY COMMUNITY FOUNDATION LEWI 4064414952 PO BOX 92 HELENA MT 59624 LISA BULLOCK 4064414952 2011-11-02 1 CINDY A UTTERBACK 4064421040 2010 2016-03-07 17:11:31Z X WWW.LCCFOUNDATION.ORG X 72483 X 60213 4797 5053 5053 2420 664 1756 71819 20000 20535 3606 25786 69927 1892 199346 10693 211931 X 37222 37387 162124 174544 199346 211931 0 0 199346 211931 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. 20000 51382 51382 CURTIS LARSEN PO BOX 92 HELENA MT 59624 5.00 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 PETER BUTLER 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 1.00 0 0 0 JULIUS HAYDEN PO BOX 92 HELENA MT 59624 1.00 0 0 0 EDWIN JASMINE PO BOX 92 HELENA MT 59624 1.00 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 X 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 0 NONE NONE 1 X 38523 48892 79478 48130 60213 275236 38523 48892 79478 48130 60213 275236 13739 261497 5876 5038 4869 4626 4797 25206 3932 3932 304374 14922 0.85910 0.79760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED OTHER INVESTMENT INCOME FORM 990-EZ, PART I, LINE 4 INTEREST INCOME 308.. INVESTMENT EARNINGS ON AGENCY ENDOW 4,489.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 4,797. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: AUGUSTA AMERICAN LEGION POST #51. GRANTEE ADDRESS: 33 1ST STREET NW CHOTEAU, MT 59422. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 800. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: HISTORICAL PRESERVATION. GRANTEE NAME: AUGUSTA AREA HISTORICAL SOCIETY. GRANTEE ADDRESS: MAIN STREET AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: AUGUSTA PUBLIC SCHOOLS. GRANTEE ADDRESS: 410 N BROADWAY AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 1,150. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: AUGUSTA SENIOR CITIZEN ORGANIZATION. GRANTEE ADDRESS: 132 MAIN STREET AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: AUGUSTA VOLUNTEER FIRE DEPARTMENT. GRANTEE ADDRESS: MAIN STREET AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 450. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: YOUTH. GRANTEE NAME: AUGUSTA YOUTH CENTER. GRANTEE ADDRESS: MAIN STREET AUGUSTA, MT 59410. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: BIG SKY INSTITUTE. GRANTEE ADDRESS: 32 S EWING ST #329 HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 800. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: CAPITAL HIGH SCHOOL. GRANTEE ADDRESS: 100 VALLEY DRIVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 300. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: COUNCIL OF THE ARTS. GRANTEE ADDRESS: 830 WARREN STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 300. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: HEALTH SERVICES. GRANTEE NAME: COUNSELING SERVICES OF CARROLL COLLEGE. GRANTEE ADDRESS: 1601 NORTH BENTON AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 500. 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: 08/31/10. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: FAMILY PROMISE OF GREATER HELENA. GRANTEE ADDRESS: PO BOX 939 HELENA, MT 59624. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 1,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: YOUTH. GRANTEE NAME: FLORENCE CRITTENTON HOME. GRANTEE ADDRESS: 901 N HARRIS HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 700. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: YOUTH. GRANTEE NAME: GIRLS THRIVE PROGRAM (YMCA). GRANTEE ADDRESS: 1200 N LAST CHANCE GULCH HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: GOOD SAMARITAN MINISTRIES. GRANTEE ADDRESS: 3067 NORTH MONTANA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. 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: 08/31/10. 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: 08/31/10. AMOUNT GIVEN: 700. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: HELENA INDUSTRIES. GRANTEE ADDRESS: 1325 HELENA AVE HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 700. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: ARTS & CULTURE. GRANTEE NAME: HOLTER MUSEUM. GRANTEE ADDRESS: 12 EAST LAWRENCE ST HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: YOUTH. GRANTEE NAME: INTERMOUNTAIN DEACONESS HOME FOR CHILDREN. GRANTEE ADDRESS: 500 SOUTH LAMBORN HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LINCOLN COMMUNITY HALL. GRANTEE ADDRESS: MAIN STREET LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 700. 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: 08/31/10. AMOUNT GIVEN: 500. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: LEWIS AND CLARK LITERACY COUNCIL. GRANTEE ADDRESS: 815 FRONT STREET HELENA, MT 59601. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 250. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: COMMUNITY NEEDS. GRANTEE NAME: LINCOLN COMMUNITY GARDEN. GRANTEE ADDRESS: MAIN STREET LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 3,000. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: EDUCATION. GRANTEE NAME: MONTANA LEARNING CENTER. GRANTEE ADDRESS: 7653 CANYON FERRY RD HELENA, MT 59602. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 600. GRANTS AND SIMILAR AMOUNTS PAID FORM 990-EZ, PART I, LINE 10 ACTIVITY CLASSIFICATION: HISTORICAL PRESERVATION. GRANTEE NAME: UPPER BLACKFOOT VALLEY HISTORICAL SOCIETY. GRANTEE ADDRESS: HIGHWAY 200 LINCOLN, MT 59639. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/31/10. AMOUNT GIVEN: 1,000. 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: 08/31/10. AMOUNT GIVEN: 800. 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: 08/31/10. AMOUNT GIVEN: 500. 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: 08/31/10. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 20,000. OTHER EXPENSES FORM 990-EZ, PART I, LINE 16 DESCRIPTION: TRANSFERS TO MCF . AMOUNT: 21,418. DESCRIPTION: BANK CHARGES, INVESTMENT, AND OTHER . AMOUNT: 2,653. DESCRIPTION: ADVERTISING . AMOUNT: 265. DESCRIPTION: WEBSITE DESIGN AND MAINTENANCE . AMOUNT: 200. DESCRIPTION: SUPPLIES . AMOUNT: 495. DESCRIPTION: COMPUTER EXPENSES . AMOUNT: 755. TOTAL TO FORM 990-EZ, LINE 16: 25,786. OTHER CHANGES IN NET ASSETS FORM 990-EZ, PART I, LINE 20 DESCRIPTION: ADJUSTMENT TO MONTANA COMMUNITY FOUNDATION INVESTMENTS-UNREALIZED GAIN/LOSS. AMOUNT: 10,693. OTHER ASSETS FORM 990-EZ, PART II, LINE 24 DESCRIPTION: AGENCY ACCOUNT ON DEPOSIT WITH MCF . BEG. OF YEAR AMOUNT: 139,355. END OF YEAR AMOUNT: 149,252. DESCRIPTION: AGENCY SEED ACCOUNT ON DEPOSIT WITH . BEG. OF YEAR AMOUNT: 22,769. END OF YEAR AMOUNT: 25,292. 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.