2018-05-15T11:38:50-05:00 2017-06-30 910189318 Moss Adams LLP 805 SW Broadway Suite 1200 Portland OR 97205 990 2016-07-01 810450150 Montana Community Foundation Inc MONT 4064438313 33 S Last Chance Gulch No 2A Helena MT 59601 Mary Rutherford President/CEO 4064438313 2018-05-14 1 Wendy Campos P00448102 5032421447 2018-05-14 2016 2022-09-23 18:48:47Z X na Mary Rutherford 33 S Last Chance Gulch No 2A Helena MT 59601 183771801 0 X www.mtcf.org X 1988 MT TO 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. 15 15 19 17 -73256 -73256 4021206 6940820 1032078 1037055 2057129 6605002 6359 -67035 7116772 14515842 4131888 3743316 0 0 1021649 1189734 0 0 491453 1987714 2016756 7141251 6949806 -24479 7566036 78887636 88031824 11852480 14910587 67035156 73121237 Montana Community Foundation cultivates a culture of giving so Montana communities can flourish. 0 0 4353210 3743316 1071534 The 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. 4353210 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 60 0 1 19 1 1 1 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 MT X X Kacie Tollefson 4064438313 33 S Last Chance Gulch Suite 2A Helena MT 59601 Dan Clark director - 12/31/16 2.00 X 0 0 0 Jeff Bretherton Director - 12/31/16 2.00 X 0 0 0 BARBARA BYRNE director 2.00 X 0 0 0 JO ANNE EDER director 2.00 X 0 0 0 GREG HANSON director 2.00 X 0 0 0 KAREN LATKA director 2.00 X 0 0 0 CASEY LOZAR director 2.00 X 0 0 0 SCOTT PANKRATZ director 2.00 X 0 0 0 MARY ANN PHIPPS director 2.00 X 0 0 0 TAWYNA RUPE director 2.00 X 0 0 0 CAMI SKINNER director 2.00 X 0 0 0 Mary Craigle Director 2.00 X 0 0 0 Brian Patrick Director - 12/31/16 2.00 X 0 0 0 DALE WOOLHISER Board Chair 2.00 X X 0 0 0 LAURA BREHM Vice Chair 2.00 X X 0 0 0 KELLY BRUGGEMAN Secretary 2.00 X X 0 0 0 Cynthia Woods Treasurer 2.00 X X 0 0 0 Mary Rutherford CEO/President 40.00 X 154350 0 16839 Emily Kovarik CFO - 12/31/16 40.00 X 74646 0 10451 Kacie Tollefson Controller 40.00 X 15800 0 937 244796 0 28227 1 0 1 0 Cambridge Associates LLC 125 High Street Boston MA 02110 Investment Management 208045 1 6940820 2599961 6940820 Administrative Fees 525990 1037055 1037055 1037055 530878 530878 114107 215352 -101245 -101245 -72987 -28258 175114731 169040607 6074124 6074124 6074124 Other Income 900099 34479 34479 Passthrough Income fro 900099 -269 -269 34210 14515842 1071534 -73256 6576744 3272036 3272036 471280 471280 323463 64692 177159 81612 680409 227098 201387 251924 35873 11845 11256 12772 74879 17874 35393 21612 75110 20740 29979 24391 956153 956153 43279 42069 1210 51307 51307 240197 240197 104612 74617 29195 800 92264 29067 48049 15148 70610 14287 47142 9181 111183 14265 87164 9754 88495 19155 35326 34014 49642 15275 10937 23430 59051 35033 20914 3104 23029 23029 9454 9454 Miscellaneous 59877 8343 49033 2501 Return of Endowments 57603 57603 6949806 4353210 2105143 491453 213217 0 2556680 3952461 111155 12879 42666 38925 2547682 156391 88843 2391291 74951525 80709496 1034705 815617 78887636 88031824 121828 135956 948607 1071634 1693581 10782045 12009416 11852480 14910587 X 895966 253938 12773886 14624857 53365304 58242442 67035156 73121237 78887636 88031824 X 7566036 -239402 -1240553 X 0 1 X 1 0 X 2719454 4227664 6495061 4021206 6940820 24404205 2719454 4227664 6495061 4021206 6940820 24404205 2451212 21952993 1569206 1596473 1732397 1665450 530878 7094404 31498609 5009615 0.69700 0.62230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 6949806 6949806 0 497490 0 124373 0 0 0 0 0 0 95 68 2115132 635032 848874 497261 17383645 9644060 1 1 64391175 4669686 4737066 1704079 1194425 70899423 64483181 2309439 1340537 2537757 1204225 64391175 61801404 2411453 3110522 1765661 1074537 64483181 54253801 1994003 8874359 2206112 1114647 61801404 48553661 2499909 6096100 1916495 979374 54253801 0.00000 1.00000 0.00000 0 0 2367623 26625 2340998 180059 129766 50293 2391291 pooled investments 80709496 F 80709496 Charitable Remainder Unitrusts 85268 funds held as agency endowments 9790275 charitable and deferred gift annuities 2126612 Capital Lease Payable 7261 12009416 X 11871438 -239402 215621 -23781 11895219 2620623 2620623 14515842 5785358 215352 215352 5570006 1379800 1379800 6949806 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. Part X, Line 2: 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 FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (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, 2017 AND 2016, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. Part XI, Line 2d - Other Adjustments: Rental Expenses 215,352. Passthrough Loss from K-1 269. Part XI, Line 4b - Other Adjustments: Agency Endowment Fund Activity 1,331,923. Management Fee 956,153. Change in Value of Split-Interest Agreements 113,813. Change in Value of Beneficial Interest In Pooled Income Fund 218,734. Part XII, Line 2d - Other Adjustments: Rental Expenses 215,352. Part XII, Line 4b - Other Adjustments: Management Fees 956,153. Agency Endowment Fund Activity 423,647. Central America and the Caribbean 0 0 INVESTMENTS 30662422 0 0 0 0 0 0 30662422 0 30662422 1 0 1 0 0 0 Part I, line 3: Investments are accounted for in the organization's financial statements using the fair market value of each fund per the Merrill Lynch investment statement. The amount in column (f) is the cost basis per Merrill Lynch. 1 Absarokee Community Foundation PO Box 72 Absarokee MT 59001 731658638 501(c)3 18900 2016 Annual Distribution ACLU of Montana Foundation Inc PO Box 1317 Helena MT 59624 810445339 501(c)3 15025 unrestricted operating support; 2016 Distribution Alberta Bair Theater PO Box 1556 Billings MT 59103 810406157 501(c)3 41519 Kids Dance Program; 2016 Annual Distribution Alliance for the Wild Rockies PO Box 505 Helena MT 59624 810455740 501(c)3 8472 2016 Annual Distribution Alpine Theatre Project Inc PO Box 1959 Whitefish MT 59937 770626385 501(c)3 5000 the general fund to support education and programing Aluutaalaahu Many Arrows Community Development Corporation PO Box 68 Pryor MT 59066 465661912 501(c)3 7500 Structured group training in financial education American Indian Institute 502 West Mendenhall St Bozeman MT 59715 810339551 501(c)3 48452 2016 Annual Distribution Angel Fund PO Box 7436 Helena MT 59604 810535130 501(c)3 5425 purchase clothing, supplies, etc. for school children; unrestricted support; Apostles Evangelical Lutheran Church 3140 Broadwater Ave Billings MT 59102 816035157 501(c)3 19074 principal payment of building loan & scholarship fund; 2016 Annual Distribut Archie Bray Foundation 2915 Country Club Avenue Helena MT 59601 810284022 501(c)3 8874 2016 Annual Distribution Beacon Community Foundation PO Box 726 Scobey MT 59263 810498333 501(c)3 10650 2016 Annual Distribution Benefis Healthcare Foundation PO Box 7008 Great Falls MT 594067008 810480587 501(c)3 10530 emergency department remodel; 2016 Annual Distribution Big Sky Community Organization PO Box 161404 Big Sky MT 597161404 810520589 501(c)3 6348 trails and outdoor recreation projects; Trails Campaign; 2016 Annual Distrib Bigfork Center for the Performing Arts Foundation 526 Electric Ave Bigfork MT 59911 810424706 501(c)3 22341 2016 Annual Distribution Billings Catholic Schools Foundation PO Box 31158 Billings MT 59107 383819006 501(c)3 5000 Billings Catholic School Building Program Billings Community Foundation PO Box 1255 Billings MT 59103 204286919 501(c)3 6560 Unrestricted Operations; 2016 Annual Distribution Billings First United Methodist Church 2800 4th Avenue North Billings MT 59101 810232801 501(c)3 5200 Unrestricted Support Billings Food Bank Inc 1020 Cook Ave Billings MT 59102 363519470 501(c)3 9923 to provide food for people in need; 2016 Annual Distribution Billings Golden K Kiwanis PO Box 20203 Billings MT 591040203 841405699 501(c)3 5873 Unrestricted operating support; 2016 Annual Distribution Billings Studio Theatre 1500 Rimrock Road Billings MT 59102 810293924 501(c)3 5874 unrestricted operating support; Greatest Need; 2016 Annual Distribution Billings Symphony Society 201 N Broadway 350 Billings MT 59101 237083873 501(c)3 5280 2016 Annual Distribution Blackfeet Nation Higher Education Program PO Box 850 Browning MT 59417 810212955 501(c)3 6414 2016 Annual Distribution Blackfeet Reservation Development Fund Inc PO Box 3029 Browning MT 594173029 363784925 501(c)3 24625 2016 Annual Distribution Boys & Girls Club of the Northern Cheyenne Nation PO Box 309 Lame Deer MT 59043 363945776 501(c)3 33664 Operating Funds for Executive Assistance's Salary; 2016 Annual Distribution Bozeman Public Library Foundation 626 E Main St Bozeman MT 597153768 810405940 501(c)3 14872 2016 Annual Distribution Broadwater Productions Inc (Grandstreet Theatre) PO Box 1258 Helena MT 59624 810357843 501(c)3 8938 2016 Annual Distribution Butte Emergency Food Bank 1019 E 2nd St Butte MT 59703 810469563 501(c)3 9158 Food Supplies; 2016 Annual Distribution Butte-Silver Bow Community Foundation 3505 Quincy Street Butte MT 597014458 273492133 501(c)3 5158 2016 Annual Distribution CM Russell Museum 400 - 13th Street North Great Falls MT 59401 816003526 501(c)3 5074 2016 Annual Distribution Camp Mak-A-Dream PO Box 1450 Missoula MT 598061450 810472959 501(c)3 5000 General operating purposes Carroll College Financial Aid Office Helena MT 59625 810231774 501(c)3 5175 Football Scholarships; 2016 Annual Distribution Catholic Foundation of Eastern Montana PO Box 1399 Great Falls MT 59403 810530034 501(c)3 5000 St Patrick Cathedral Endowment Center for Mental Health PO Box 3089 Great Falls MT 59403 810347441 501(c)3 5120 2016 Annual Distribution Center for Restorative Youth Justice 29 3rd Street East Kalispell MT 59901 841428210 501(c)3 5000 Social Justice Montana Fund Competitive Grant Center Pole Foundation PO Box 71 Garryowen MT 59031 208780215 501(c)3 5000 Social Justice Montana Fund Competitive Grant Chase Hawks Memorial Foundation PO Box 31333 Billings MT 59107 810499653 501(c)3 5697 Annual Grant Community Foundation for a Better Bigfork PO Box 1439 Bigfork MT 59911 237067099 501(c)3 13422 2016 Annual Distribution Crow Agency School PO Box 219 Crow Agency MT 59022 816000032 Gov't 6300 towards purchase a tractor for snow removal and lawn work Divine Mercy Academy 601 W Cameron Ave Belgrade MT 597143159 460532968 501(c)3 10000 School Improvements Eagle Mount Great Falls 1065 Franklin Ave Great Falls MT 59405 810498964 501(c)3 15000 general operating fund; horse Sponsor program Ecology Project International 315 S 4th St E Missoula MT 59801 912163952 501(c)3 16000 2016 Annual Distribution; unrestricted operating support Education Foundation for Billings Public Schools 415 N 30th St Ste 312 Billings MT 59101 810452904 501(c)3 11604 2016 Annual Distribution; Backpack Meal Program Emmett Public School Foundation Inc 2674 E Margate Ct Eagle ID 83616 943208093 501(c)3 12000 Scholarships for students going into healthcare First Presbyterian Church Foundation Inc 2420 13th St W Billings MT 59102 810458102 501(c)3 5000 Unrestricted operating funds First United Methodist Church 610 2nd Ave N Great Falls MT 594012524 810235852 501(c)3 10000 Unrestricted Operations Five Valleys Land Trust 120 Hickory St Ste B Missoula MT 598011820 237182055 501(c)3 10656 unrestricted operating support; 2016 Annual Distribution Flathead Valley Community College Foundation Inc 777 Grandview Drive Kalispell MT 599012622 810365752 501(c)3 7731 2016 Annual Distribution Footloose Montana PO Box 1089 Florence MT 598331089 300419819 501(c)3 5000 funding for three standard workshops and one alternative workshop Forsyth Public Schools PO Box 319 Forsyth MT 593270319 816000897 Gov't 7626 CPR/First aid Equipment; Marcey's Park Basketball Court; water foundation at Fort Peck Fine Arts Council PO Box 973 Glasgow MT 592300973 810306649 501(c)3 7407 2016 Annual Distribution Foundation for Animals PO Box 389 Helena MT 596240389 550911292 501(c)3 5071 2016 Annual Distribution Friends of Irish Studies in the West PO Box 4693 Missoula MT 59806 261391012 501(c)3 8472 2016 Annual Distribution Friends of the Pioneer Museum PO Box 975 Glasgow MT 59230 810479627 501(c)3 11248 2016 Annual Distribution Friendship Center 1430 N Sanders St Helena MT 59601 237131678 501(c)3 10963 2016 Annual Distribution; unrestricted operating support Friendship House 3123 - 8th Ave South Billings MT 59101 810300497 501(c)3 8327 2016 Annual Distribution; unrestricted operating support Gallatin Valley Foundation for Economic Development 2015 Charlotte St Ste 1 Bozeman MT 59718 203116452 501(c)3 5000 Coaching for women entrepreneurs Girl Scouts of Montana & Wyoming PO Box 7128 Great Falls MT 59406 816001486 501(c)3 5541 Girls Lego and Robotic Program; 2016 Annual Distribution Glacier Symphony Orchestra and Chorale PO Box 2491 Kalispell MT 599032491 810413320 501(c)3 8724 2016 Annual Distribution Glasgow Scottie Booster Club PO Box 735 Glasgow MT 59230 203402373 501(c)3 8760 2016 Annual Distribution God's Love Inc 533 N Last Chance Gulch Helena MT 59601 810400234 501(c)3 6126 2016 Annual Distribution Great Falls Symphony Association PO Box 1078 Great Falls MT 59403 816014907 501(c)3 55096 2016 Annual Distribution; Program Support Greater Gallatin United Way 945 Technology Blvd Ste 101F Bozeman MT 597186859 810384820 501(c)3 16976 2016 Annual Distribution Greater Polson Community Foundation PO Box 314 Polson MT 59860 262883184 501(c)3 21633 2016 Annual Distribution Helena Area Community Foundation PO Box 92 Helena MT 59624 810536902 501(c)3 42654 Endowment; unrestricted operating; 2016 Annual Distribution Helena Area Habitat for Humanity PO Box 459 Helena MT 59624 810476317 501(c)3 26195 Pass through grant; 2016 Annual Distribution Helena Education Foundation PO Box 792 Helena MT 59604 810544494 501(c)3 19924 Unrestricted Operating Expense; 2016 Annual Distribution Helena Food Share PO Box 943 Helena MT 59624 363507623 501(c)3 8558 2016 Annual Distribution Helena Symphony PO Box 1073 Helena MT 59624 810523705 501(c)3 10134 2016 Annual Distribution Helena YMCA 1200 N Last Chance Gulch Helena MT 59601 810231815 501(c)3 10952 2016 Annual Distribution Helena Youth Soccer Association Inc PO Box 6972 Helena MT 59604 810472455 501(c)3 5297 2016 Annual Distribution Helena YWCA 501 N Park Ave Helena MT 59601 810235416 501(c)3 7642 Administrative Service Coordinator; Job training for women at the new Secret Heroes and Horses Inc PO Box 35 Manhattan MT 59741 464639973 501(c)3 5000 Unrestricted operating support Hinsdale High School 600 N Montana Hinsdale MT 59241 816001060 Gov't 5210 2016 Annual Distribution Hockaday Center for the Arts 302 2nd Ave East Kalispell MT 59901 810303038 501(c)3 6034 2016 Annual Distribution Holter Museum of Art 12 East Lawrence Street Helena MT 596014019 810472958 501(c)3 34761 Unrestricted Operating Expenses; 2016 Annual Distribution Home Atherton Fire Department 3900 Sheridan Ave Butte MT 59701 810406918 501(c)4 27000 charitable purposes outlined in the expenditure responsibility agreement Home Resource 1515 Wyoming Missoula MT 59801 900125541 501(c)3 9847 Unrestricted Support Hopa Mountain Foundation PO Box 10892 Bozeman MT 59719 841635749 501(c)3 13740 Indigenous Scholars Program, encouraging and supporting young native women i Humane Society of Western Montana 5930 Highway 93 South Missoula MT 59804 810290933 501(c)3 11972 Unrestricted operating support; 2016 Annual Distribution Indian Law Resource Center 602 Ewing Helena MT 59601 521121079 501(c)3 8878 2016 Annual Distribution Indian Nations Conservation Alliance 350 Nye Rd Twin Bridges MT 59754 300094371 501(c)3 5000 Native American Student Interns Intermountain Children's Home 500 S Lamborn St Helena MT 59601 810231775 501(c)3 10360 general operating support, 2016 Annual Distribution International Choral Festival PO Box 8203 Missoula MT 59807 810459276 501(c)3 8161 2016 Annual Distribution International Hunter Education Association 800 East 73rd Ave Unit 2 Denver CO 80229 371145157 501(c)3 7625 2016 Annual Distribution International Wildlife Film Festival 718 S Higgins Avenue Missoula MT 59801 810480723 501(c)3 45553 unrestricted operating support; Pass through Jefferson Valley Community Foundation PO Box 144 Whitehall MT 59759 463196448 501(c)3 9268 2016 Annual Distribution John Ellis Endowment PO Box 71862 Missoula MT 59808 471550043 501(c)3 7742 2016 Annual Distribution Lewis and Clark Interpretive Center Foundation PO Box 398 Great Falls MT 59403 810471734 501(c)3 12300 Great Falls Airport children's discovery exhibit; 2016 Annual Distribution Lutheran Church of the Good Shepherd 1108 24th St W Billings MT 59102 810265201 501(c)3 5795 Operating Support; 2016 Annual Distribution Make A Wish Montana 175 N 27th St STE 1214 Billings MT 59101 300882267 501(c)3 10000 unrestricted operating support Manhattan High School 416 North Broadway Manhattan MT 59741 816000410 Gov't 14473 2016 Annual Distribution University of Montana Foundation PO Box 7159 Missoula MT 598077159 810362989 501(c)3 32927 Scholarship for Montana New Leadership; Grizzly Lacrosse team for travel, te Mineral County Community Foundation PO Box 93 Superior MT 59872 810501990 501(c)3 6733 2016 Annual Distribution Missoula Art Museum 335 North Pattee Missoula MT 59802 810496898 501(c)3 5315 general operating support; 2016 Annual Distribution Missoula Community Foundation PO Box 8806 Missoula MT 59806 810539830 501(c)3 42528 anonymous gift to Preserve Historic Missoula; unrestricted operating expense Missoula Food Bank 219 S 3rd St W Missoula MT 59801 810414143 501(c)3 12362 Chicken Donation; general operating purposes; to support the Capital campaig Missoula International School 1100 Harrison Missoula MT 59802 810501614 501(c)3 10000 Annual Operations for Education Missoula Symphony Association PO Box 8301 Missoula MT 59807 810290730 501(c)3 14322 Symphony in the Park; unrestricted operating support; 2016 Annual Distributi Montana Amateur Sports Inc PO Box 7136 Billings MT 59103 810431595 501(c)3 5500 Support for the Heart and Sole Run Montana Audubon PO Box 595 Helena MT 59624 810412530 501(c)3 12043 unrestricted operating expense; Scholarships; 2016 Annual Distribution Montana Council - Boy Scouts of America 820 - 17th Ave South Great Falls MT 59405 810343177 501(c)3 8387 unrestricted operating support; James E. West Investment in Character and Le Montana Land Reliance PO Box 355 Helena MT 59624 810369262 501(c)3 8984 Unrestricted; Big Sky Office operating support; 2016 Annual Distribution Montana Outdoor Science School PO Box 502 Bozeman MT 59771 810503944 501(c)3 19500 Unrestricted matching for Challenge grants Kendeda Fund, Cinnabar Foundation Montana Professional Teaching Foundation 1232 East 6th Avenue Helena MT 59601 810511792 501(c)3 31464 2016 Annual Distribution Montana State University - Billings Foundation 1500 University Dr Billings MT 59101 810301477 501(c)3 8240 Educational expenses for a needs based nursing student; unrestricted operati Montana State University - Bozeman Financial Aid Office Bozeman MT 59717 816010045 Gov't 5000 School of Architecture Masonry Design Competition Scholarship Montana State University Alumni Foundation PO Box 172750 Bozeman MT 597172750 816001649 501(c)3 28901 Unrestricted operating support; Bright Beginnings Learning Center the Great Montana State University Extended University 128 EPS Building Bozeman MT 59717 816010045 Gov't 5000 Montana Girls STEM Collaborative Montana Wilderness Association Inc 80 S Warren St Helena MT 59601 510198932 501(c)3 17641 Operating budget; 2016 Annual Distribution Montana Women Vote 725 W Alder St Ste 21 Missoula MT 59802 810362732 501(c)3 13500 Research, organizing and messaging for a campaign to pass policy in support Montana's Outdoor Legacy Foundation PO Box 220 Columbia Falls MT 59912 810528922 501(c)3 5000 unrestricted operating expenses Mountain Home Montana 2606 South Ave W Missoula MT 59804 810520628 501(c)3 6500 unrestricted operating support; To help with Christmas wishes Mountain View Medical Center 16 West Main White Sulphur Springs MT 59645 810255832 501(c)3 5179 2016 Annual Distribution Montana State University - Northern Foundation PO Box 7751 Havre MT 59501 810375335 501(c)3 5000 Targeted recruitment and support to increase the number of women in non-trad Museum of the Rockies 600 West Kagy Boulevard Bozeman MT 59717 816016828 501(c)3 9262 2016 Annual Distribution Musselshell Valley Community Foundation PO Box 713 Roundup MT 59072 810512493 501(c)3 11096 2016 Annual Distribution My Neighbor in Need 525 Central Ave Ste M2 Great Falls MT 59401 454415506 501(c)3 5000 Matching funds for the donation of Leadership Great Falls to My Student in N Myrna Loy Center 15 N Ewing Helena MT 59601 510185430 501(c)3 37703 Unrestricted Operating Expense; 2016 Annual Distribution NHN-abn Compassionate Neighbors 76 Kindsfather Drive Livingston MT 59047 462144465 501(c)3 5000 McNair Gravity Park NOVA Center for the Performing Arts Inc PO Box 11 Billings MT 59103 810514788 501(c)3 6447 2016 Annual Distribution Nye Community Foundation PO Box 528 Nye MT 59061 810531083 501(c)3 7522 2016 Annual Distribution Parents Let's Unite for Kids 516 N 32nd St Billings MT 59101 810422077 501(c)3 5000 general operating purposes Partnership for Children 2825 Stockyard Rd Ste A-11 Missoula MT 59808 810526281 501(c)3 5000 Christmas Coat Drive Planned Parenthood of Missoula 219 E Main Missoula MT 59802 810307201 501(c)3 16873 Unrestricted Operating Expense; 2016 Annual Distribution Plymouth Congregational Church 400 South Oakes Helena MT 59601 810298891 501(c)3 5267 2016 Annual Distribution Prickly Pear Land Trust PO Box 892 Helena MT 59624 810506868 501(c)3 15814 Unrestricted Operating Expense; 2016 Annual Distribution Red Lodge Area Community Foundation PO Box 1871 Red Lodge MT 59068 200192255 501(c)3 8156 To support Boys and Girls Club of Carbon County, Beartooth Cupboards, and Be RiverStone Health Foundation PO Box 1562 Billings MT 59103 352332179 501(c)3 24179 Unrestricted support; 2016 Annual Distribution Roberts Community Foundation PO Box 284 Roberts MT 59070 841425182 501(c)3 8957 2016 Annual Distribution Rocky Mountain Bible Mission 1515 Fairview Ave W Ste 200 Missoua MT 59801 810303852 501(c)3 12000 Utmost Construction Projects Rocky Mountain College 1511 Poly Drive Billings MT 59102 810235407 501(c)3 7071 Unrestricted Support - General Fund; 2016 Annual Distribution Ronald McDonald House Charities of Eastern Montana 1144 N 30th Street Billings MT 591010124 810400667 501(c)3 14047 Unrestricted Operating Support; General operating expenses for the Missoula Roundup Memorial Hospital Association PO Box 40 Roundup MT 59072 810245848 501(c)3 15034 2016 Annual Distribution School Community Development Council Powder River CF PO Box 421 Broadus MT 59317 810514945 501(c)3 6958 2016 Annual Distribution Seeley Lake Community Foundation PO Box 25 Seeley Lake MT 59868 311711576 501(c)3 23618 2016 Annual Distribution Shriners Hospitals for Children 2900 N Rocky Point Dr Tampa FL 33607 362193608 501(c)3 5500 unrestricted operating support Silver Bow Youth Leaders PO Box 232 Butte MT 59703 813003603 501(c)3 5000 Operating support, not to be used for the purchase of ammunition or firearms St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 620646012 501(c)3 5000 Research St Labre Indian School PO Box 77 Ashland MT 59068 810244542 501(c)3 10000 8th Grade Field Trip to the Oregon Coast St Peter's Hospital Foundation 2475 Broadway Helena MT 59601 810392270 501(c)3 10246 2016 Annual Distribution St Thomas More Academy Cathy Leblancre Burton MI 48519 383023152 501(c)3 5000 Unrestricted school expenses St Vincent De Paul Society 2610 Montana Ave Billings MT 591012340 910879988 501(c)3 5000 RDFE- Renovation fund Stevensville Community Foundation PO Box 413 Stevensville MT 59870 810490459 501(c)3 9026 2016 Annual Distribution Swan Valley Community Foundation PO Box 961 Condon MT 59826 452972467 501(c)3 5000 LCF Incentive Program for grantmaking The Original Montana Club PO Box 637 Helena MT 596240637 810169370 501(c)3 10960 For the purpose off paying of the elevator loan Trinity Lutheran Church 537 Grand Ave Billings MT 59101 810300195 501(c)3 5234 2016 Annual Distribution Tumbleweed Runaway Program Inc 505 North 24th St Billings MT 59101 363343886 501(c)3 8500 Support services to at risk youth in the Drop in Center and Human Traffickin Ulm Public Schools PO Box 189 Ulm MT 59485 816000160 Gov't 7000 After School Program at the Ulm School United Way of Cascade County PO Box 1343 Great Falls MT 594031343 810304170 501(c)3 8380 2016 Annual Distribution United Way of Missoula County PO Box 7395 Missoula MT 59807 810287854 501(c)3 5000 Annual Donation unrestricted United Way of the Lewis and Clark Area PO Box 862 Helena MT 59624 816017354 501(c)3 14792 2016 Annual Distribution Upper Missouri River Heritage Area Planning Corporation Inc PO BOX 1323 Great Falls MT 59403 300924368 501(c)3 5000 CRCF- Matching funds for feasibility study Valley County Community Foundation PO Box 304 Glasgow MT 59230 810526746 501(c)3 28947 2016 Annual Distribution West Yellowstone Foundation PO Box 255 West Yellowstone MT 597580255 810494366 501(c)3 73134 Scholarships; After school program; Food Bank; Smoking Water's Summer Rec. P Western Heritage Center 2822 Montana Ave Billings MT 59101 237155997 501(c)3 7396 South Side Exhibit; 2016 Annual Distribution Wibaux County Nursing Home 712 S Wibaux St Wibaux MT 59353 810392225 501(c)3 7383 blanket and towel warming cabinet; 2016 Annual Distribution Women in Action PO Box 161143 Big Sky MT 59716 204166176 501(c)3 5000 unrestricted operating support Women's International Network for Guatemalan Solutions 1043 Grand Avenue 299 St Paul MN 55101 311759515 501(c)3 12000 reproductive health education in remote areas of Guatemala World Museum of Mining Inc PO Box 33 Butte MT 59703 816014901 501(c)3 7593 2016 Annual Distribution Yellowstone Art Museum 401 N 27th St Billings MT 591011241 816014902 501(c)3 50814 Event Support; 2016 Annual Distribution Yellowstone River Parks Association PO Box 1201 Billings MT 591031201 364096295 501(c)3 6361 2016 Annual Distribution Yellowstone Wildlife Sanctuary PO Box 675 Red Lodge MT 59068 810422009 501(c)3 5251 2016 Annual Distribution YWCA Missoula 1130 W Broadway Missoula MT 59802 810245851 501(c)3 7000 Women's Justice; unrestricted operating support; GUTS! YWCA of Billings 909 Wyoming Ave Billings MT 59101 810534954 501(c)3 8671 Gateway Vista Project; 2016 Annual Distribution 164 0 Scholarships for post-secondary education 209 471280 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. Part III: Scholarship Advisory Committees, under the oversight of MCF, select scholarship recipients each year based on the applications received. Scholarship funds are transferred directly from the Foundation to the School and applied against the awarded student's tuition account. X X X X 0 0 0 0 0 0 0 0 0 Mary Rutherford CEO/President 154350 0 0 0 0 0 9260 0 7579 0 171189 0 0 0 X 111 2409561 DAILY AVERAGE OF PRICES X 1 190400 APPRAISED VALUE 0 1 0 Part I, Column (b): The number of contributors is listed. Form 990, Part VI, Section B, line 11b Appropriate individuals in management and the audit and compliance committee members of the board review the return before filing with the IRS. Form 990, Part VI, Section B, line 12c At 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 15 The compensation of the CEO/President is the responsibility of the executive committee of the independent board of directors. A matrix is used to determine performance. Comparable compensation data is used and approved by the executive committee. Compensation decisions for key officers are the responsibility of the CEO/President. Outside information regarding salaries paid by similar organizations is evaluated. Form 990, Part VI, Section C, line 19 The Financial statements and Form 990 are available on the organization's website and upon request. Other documents are available upon request as well. Form 990, Part XI, line 9: Endowment Agency Fund Activity -908,275. Change in Value of Beneficial Interest In Pooled Income Fund -113,813. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -218,734. Passthrough Loss from K-1 269. MCF Real Property LLC 1 N Last Chance Gulch Ste 1 Helena MT 59601 473656226 Accept and Liquidate Gifted Property on behalf of MCF, Inc. MT 0 0 Montana Community Foundation Inc 33 S South Last Chance Gulch LLC 33 S Last Chance Gulch Suite 2A Helena MT 59601 352572088 LLC to own property MT -123706 2413335 Montana Community Foundation Inc