2018-05-15T09:40:54-05:00 2017-06-30 810385940 ANDERSON ZURMUEHLEN & CO PC PO BOX 20435 BILLINGS MT 591040435 990EZ 2016-07-01 753108138 ROTARY DISTRICT 5390 FOUNDATION ROTA 4066529500 PO BOX 1091 BILLINGS MT 591031091 MICHAEL MAYOTT TREASURER 4066529500 2018-05-11 1 DANIEL S MILLER CPA P00031554 4062455136 2018-05-11 2016 2022-09-23 18:48:47Z X N/A X X 158216 X 158216 158216 165936 2849 298 5631 174714 -16498 110584 122800 216886 110584 216886 0 110584 216886 0 0 110584 216886 X PROVIDING GRANTS FOR MONTANA ROTARY CLUB ROTARY PROJECTS PROVIDED FUNDS FOR COMMUNITY PROJECTS. 0 165936 165936 SUE CARSTENS DISTRICT FOUNDATION CHAIR 2.00 0 0 0 MICHAEL MAYOTT TREASURER 2.00 0 0 0 MALINDA SHAFMAN DISTRICT GOVERNOR 2.00 0 0 0 JOSEPH MCBRIDE DISTRICT GOVERNOR ELECT 2.00 0 0 0 RICK MOORE DISTRICT GOVERNOR NOMINEE 2.00 0 0 0 SHAWNA SECKER SECRETARY 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL MAYOTT PO BOX 1091 BILLINGS MT 59103 4066529500 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 62024 61535 61155 40995 158216 383925 62024 61535 61155 40995 158216 383925 383925 383925 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF BOZEMAN. AFFILIATE ADDRESS: PO BOX 6133 BOZEMAN, MT 59771. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 90,458. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF HELENA. AFFILIATE ADDRESS: PO BOX 333 HELENA, MT 59624. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 4,677. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF BIGFORK. AFFILIATE ADDRESS: PO BOX 2224 BIGFORK, MT 59911. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 8,200. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF PHILIPSBURG. AFFILIATE ADDRESS: PO BOX 10 PHILIPSBURG, MT 59858. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF ANACONDA. AFFILIATE ADDRESS: 1201 ELAINE DRIVE ANACONDA, MT 59711. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,500. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: THE ROTARY FOUNDATION. AFFILIATE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 6,807. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF BUTTE. AFFILIATE ADDRESS: PO BOX 3014 BUTTE, MT 59702. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,500. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF BIG SKY. AFFILIATE ADDRESS: PO BOX 160473 BIG SKY, MT 59716. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 5,461. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF BILLINGS. AFFILIATE ADDRESS: PO BOX 1094 BILLINGS, MT 59103. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 9,158. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF KALISPELL. AFFILIATE ADDRESS: PO BOX 481 KALISPELL, MT 59903. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 10,361. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF MISSOULA. AFFILIATE ADDRESS: PO BOX 8867 MISSOULA, MT 59807. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF POLSON. AFFILIATE ADDRESS: PO BOX 922 POLSON, MT 59860. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF RED LODGE. AFFILIATE ADDRESS: PO BOX 1205 RED LODGE, MT 59068. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 2,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF WHITEFISH. AFFILIATE ADDRESS: PO BOX 1845 WHITEFISH, MT 59937. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 5,461. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF TOWNSEND. AFFILIATE ADDRESS: PO BOX 1192 TOWNSEND, MT 59644. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF TWIN BRIDGES. AFFILIATE ADDRESS: PO BOX 38 TWIN BRIDGES, MT 59754. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 892. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF KOOTENAI VALLEY. AFFILIATE ADDRESS: PO BOX 555 LIBBY, MT 59923. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF LIVINGSTON. AFFILIATE ADDRESS: PO BOX 66 LIVINGSTON, MT 59047. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF MANHATTAN. AFFILIATE ADDRESS: PO BOX 651 MANHATTAN, MT 59741. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF MILES CITY. AFFILIATE ADDRESS: 4TH & EAGLE MILES CITY, MT 59301. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF COLUMBIA FALLS. AFFILIATE ADDRESS: PO BOX 2331 COLUMBIA FALLS, MT 59912. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF DEER LODGE. AFFILIATE ADDRESS: 317 MAIN ST DEER LODGE, MT 59722. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF EVERGREEN. AFFILIATE ADDRESS: 1390 HWY 2 EAST KALISPELL, MT 59901. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF GREAT FALLS. AFFILIATE ADDRESS: PO BOX 1551 GREAT FALLS, MT 59403. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 4,461. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF HAVRE. AFFILIATE ADDRESS: 1960 1ST ST NE HAVRE, MT 59501. PURPOSE OF PAYMENT: GRANT FOR COMMUNITY PROJECTS. AMOUNT OF PAYMENT: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 165,936. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES AND CONVENTIONS. AMOUNT: 1,076. DESCRIPTION: PROGRAM EXPENSE. AMOUNT: 4,373. DESCRIPTION: BANK CHARGES. AMOUNT: 182. TOTAL TO FORM 990-EZ, LINE 16: 5,631. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: PRIOR PERIOD ADJUSTMENT. AMOUNT: 122,800. FORM 990-EZ, PART I, LINE 20: A PRIOR PERIOD ADJUSTMENT WAS RECORDED FOR GLOBAL GRANT FUNDS THAT ARE HELD IN TRUST BY THE ROTARY FOUNDATION FOR THE DISTRICT TO USE FOR GLOBAL GRANTS. THESE FUNDS ARE PERMANENTLY RESTRICTED FOR GLOBAL GRANTS ONLY. THE DISTRICT HAD NOT POSTED THESE ASSETS IN PRIOR YEARS. 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.