TY 2013 Form 990

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII.	(A) Total expenses	(B) Program service expenses	(C) Management and general expenses	(D) Fundraising expenses
1	Grants and other assistance to governments and organizations in the United States. See Part IV, line 21	34,450	34,450
2	Grants and other assistance to individuals in the United States. See Part IV, line 22
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	20,727	6,909	6,909	6,909
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	492	164	164	164
10	Payroll taxes ...........	2,061	687	687	687
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	1,080		1,080
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	5,244		5,244
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........
12	Advertising and promotion ....
13	Office expenses .......	2,984		2,984
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials ......
19	Conferences, conventions, and meetings ....	1,434	140	1,294
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization .....
23	Insurance ..............	977		977
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	WORKERS COMPENSATION IN	668		668
b	MEMBERSHIP DUES	595		595
c	WEBSITE	325		325
d	SOFTWARE SUBSCRIPTION	185		185
e	All other expenses	148		148
25	Total functional expenses. Add lines 1 through 24e	71,370	42,350	21,260	7,760
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
	1	Cash–non-interest-bearing .............	47,782	1	12,782
2	Savings and temporary cash investments .........		2
3	Pledges and grants receivable, net ...........		3
4	Accounts receivable, net .............		4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
			5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
			6
7	Notes and loans receivable, net .............		7
8	Inventories for sale or use ..............		8
9	Prepaid expenses and deferred charges ..........		9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation .....	10b			10c
11	Investments—publicly traded securities ..........	895,307	11	891,564
12	Investments—other securities. See Part IV, line 11 .....		12
13	Investments—program-related. See Part IV, line 11 .....		13
14	Intangible assets ...............		14
15	Other assets. See Part IV, line 11 ...........		15
16	Total assets. Add lines 1 through 15 (must equal line 34)......	943,089	16	904,346
	17	Accounts payable and accrued expenses .........		17	2,383
18	Grants payable .................		18
19	Deferred revenue ................		19
20	Tax-exempt bond liabilities .............		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ....		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................	198,857	25	191,713
26	Total liabilities. Add lines 17 through 25.........	198,857	26	194,096
		Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............	47,782	27	12,782
28	Temporarily restricted net assets ...........	69,682	28	37,506
29	Permanently restricted net assets ...........	626,768	29	659,962
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........		30
31	Paid-in or capital surplus, or land, building or equipment fund .....		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	744,232	33	710,250
34	Total liabilities and net assets/fund balances ........	943,089	34	904,346

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.

Attach to Form 990 or Form 990-EZ. right arrow

See separate instructions.
right arrow

Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

BOZEMAN AREA COMMUNITY FOUNDATION THE

Employer identification number

81-0519514

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of

its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses

acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

Type I

Type II

Type III - Functionally integrated

Type III - Non-functionally integrated

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box ..................................................

Since August 17, 2006, has the organization accepted any gift or contribution from any of the
following persons?

(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)

Yes

and (iii) below, the governing body of the supported organization? ................

11g(i)

(ii) A family member of a person described in (i) above? ......................

11g(ii)

(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................

11g(iii)

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization in col. (i) listed in your governing document?		(v) Did you notify the organization in col. (i) of your support?		(vi) Is the organization in col. (i) organized in the U.S.?		(vii) Amount of monetary support
(i) Name of supported organization	(ii) EIN	Yes	No	Yes	No	Yes	No	(vii) Amount of monetary support


Total

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2013

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....	12,571	56,118	112,153	26,430	21,960	229,232
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	12,571	56,118	112,153	26,430	21,960	229,232
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						176,619
6	Public support. Subtract line 5 from line 4.						52,613

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
7	Amounts from line 4..	12,571	56,118	112,153	26,430	21,960	229,232
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	20,183	14,439	11,137	24,671	25,578	96,008
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11	Total support (Add lines 7 through 10).						325,240

Gross receipts from related activities, etc. (see instructions) ..................

5,708

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f)) .........

16.180 %

Public support percentage for 2012 Schedule A, Part II, line 14 ...............

11.670 %

16a

33 1/3% support test—2013. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2012. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2013

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3	Gross receipts from activities that are not an unrelated trade or business under section 513..
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2009	(b) 2010	(c) 2011	(d) 2012	(e) 2013	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2012 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2012 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests—2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ........ right arrow

33 1/3% support tests—2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ..... right arrow

Schedule A (Form 990 or 990-EZ) 2013

Page 4

Part IV

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTAL SUPPORT. AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2013 WAS 16.18%.2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT. BACF HAS NOT SOUGHT GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL, BUSINESS, AND FOUNDATION DONORS. AS A COMMUNITY FOUNDATION, BACF SEEKS TO IDENTIFY INDIVIDUALS, BUSINESSES, AND FOUNDATIONS THAT ARE INTERESTED IN PROVIDING GRANTS AND CONTRIBUTIONS TO ITS OPERATING AND PERMANENT ENDOWMENT FUNDS. BACF USES THE INCOME FROM THE ENDOWMENT FUNDS TO MEET ITS MISSION OF PROVIDING GRANTS TO LOCAL CHARITABLE ORGANIZATIONS AND TO DELIVER ITS PROGRAMS. DURING 2013 AND 2014, THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITS FUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONS TO BALANCE THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVING FOR ITS PERMANENT ENDOWMENT FUNDS. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OF LOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSE NONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TO CULTIVATE THEM INTO DONORS. ALSO, BACF HAS IMPLEMENTED AN ANNUAL APPEAL TO REACH OUT TO NEW AND EXISTING DONORS.BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENT WAYS TO CONTRIBUTE TO THE ORGANIZATION, INCLUDING THROUGH A DONATE BUTTON THAT IS PROMINENTLY DISPLAYED ON THE WEBPAGE.3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTERESTS OF THE ORGANIZATION'S MAJOR CONTRIBUTORS. OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT COMMUNITY AND PROFESSIONAL AREAS. MIKE AUGUSTINE, PRESIDENT, HAS 18+ YEARS OF RETAIL AND INSTITUTIONAL EXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND IS CURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMAN OFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSET MANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICAN WILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITH JUNIOR ACHIEVEMENT. AMY MCNAMARA, VICE PRESIDENT, HAS WORKED WITH NON-PROFITS AND FOUNDATIONS TO ADVANCE THEIR MISSIONS FOR OVER SIXTEEN YEARS. HAVING SERVED IN BOTH THE ENVIRONMENTAL AND SOCIAL SECTORS, AMY HAS EXPERIENCE IN PROGRAM DEVELOPMENT, STRATEGIC PLANNING, FUNDRAISING, CAPACITY BUILDING, OUTREACH, AND ORGANIZING. CURRENTLY, AMY'S CONSULTING COMPANY WORKS WITH FOUNDATIONS AND INDIVIDUALS TO SUPPORT THEIR GRANTMAKING AND PHILANTHROPIC GIVING. AMY HAS PREVIOUS BOARD EXPERIENCE WITH THE FRIENDS OF THE BOZEMAN PUBLIC LIBRARY.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH WIPFLI, LLP IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ON THE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLE MOUNT.CRISTINA BERG HAS BEEN THE CO-OWNER OF ROCKY MOUNTAIN ROASTING COMPANY FOR THE LAST 20 YEARS. SHE HAS SERVED ON THE BOARD OF BIG BROTHERS AND BIG SISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETA SIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.LEE CANNON IS AN INVENTOR AND ENGINEER. HE IS LARGELY RETIRED NOW, BUT CONTINUES TO CONSULT ON A LIMITED BASIS.PAUL LACHAPELLE IS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF POLITICAL SCIENCE AT MONTANA STATE UNIVERSITY-BOZEMAN AND SERVES AS THE EXTENSION COMMUNITY DEVELOPMENT SPECIALIST. WORKING IN PARTNERSHIP WITH THE LOCAL GOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH, TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THE STATE.DERIK POMEROY HAS A LAW PRACTICE EMPHASIZING FAMILY LAW, CRIMINAL DEFENSE, AND PROBATE OF ESTATES. HE HAS BEEN VOLUNTEERING WITH THE BOZEMAN COMMUNITY SINCE 2002, WITH MOTHERS AGAINST DRUNK DRIVING AND AWANA.EVA SKIDMORE WORKS FOR SOCRATA, A STARTUP BASED IN SEATTLE. PREVIOUSLY SHE WORKED FOR MICROSOFT, RIGHTNOW AND ORACLE, AND HAS VOLUNTEER, BOARD, AND STAFF EXPERIENCE AT EDUCATION, ARTS AND ENVIRONMENTAL ORGANIZATIONS.KARA GALLINGER IS A CERTIFIED PUBLIC ACCOUNTANT AND AN AUDIT MANAGER WITH ANDERSON ZURMUEHLEN & CO, P.C. SHE HAS TEN YEARS OF EXPERIENCE FOCUSING ON ALL ASPECTS OF AUDITING AND CONSULTING, SERVING A DIVERSE RANGE OF CLIENTS AND INDUSTRIES INCLUDING SEVERAL LOCAL NONPROFIT ORGANIZATIONS. KARA HAS BEEN ACTIVE IN THE BOZEMAN COMMUNITY SINCE AND ENJOYS VOLUNTEERING WITH MANY LOCAL NONPROFITS.NICOLE ZIEGLER WORKS FOR SOUTHWEST MONTANA SCHOOL SERVICES, AN EDUCATIONAL SERVICE AGENCY DEDICATED TO HELPING SCHOOL DISTRICTS SAVE TIME AND MONEY. CURRENTLY SHE IS IMPLEMENTING AN ELECTRONIC BILLING SYSTEM FOR SCHOOL-BASED MEDICAID. NICOLE HAS A LONG HISTORY OF VOLUNTEERING AND COMMUNITY SERVICE AND HAS BEEN ACTIVE WITH COMMUNITY FOUNDATION WORK AND NON-PROFITS. SHE WAS A SMALL BUSINESS OWNER FOR OVER 12 YEARS AND HAS VOLUNTEERED HER TIME TO GIRL SCOUTS, 4-H, JUNIOR ACHIEVEMENT AND NUMEROUS SPECIAL EVENTS.WHILE ALL OF THE BOARD MEMBERS HAVE PROVIDED CONTRIBUTIONS FOR THE BENEFIT OF BACF, NONE OF THEM HAVE A PRIVATE INTEREST THAT IS FURTHERED BY THOSE CONTRIBUTIONS. THESE INDIVIDUALS RECEIVE NO BENEFITS AND THEY ARE ALL INVOLVED IN THE ORGANIZATION BECAUSE OF THEIR PASSION FOR THE MISSION OF THE ORGANIZATION. ADDITIONALLY, NONE OF THESE BOARD MEMBERS IS RECOGNIZED AS A QUALIFIED EXCESS CONTRIBUTOR TO THE ORGANIZATION.4. SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND/OR SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEW MAJOR CONTRIBUTORS. BACF HAS NOT SOUGHT OR SOLICITED SUPPORT FROM GOVERNMENTAL SOURCES, BUT IT RECEIVED 152 DONATIONS FROM 142 DONORS BETWEEN 04/01/13 TO 03/31/14. THESE DONATIONS ARE FROM PEOPLE OR ENTITIES SUPPORTIVE OF BACF'S MISSION TO BUILD AN ENDOWED SOURCE OF SUPPORT FOR LOCAL CHARITIES. ONLY FIVE OF OUR CONTRIBUTORS QUALIFIED AS EXCESS CONTRIBUTORS IN 2013.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.BACF HIRED ITS FIRST FOUNDATION MANAGER IN SEPTEMBER 2013. ITS PROGRAM AND MISSION IS TO ACCUMULATE AN ENDOWMENT FUND FOR THE PURPOSE OF PROVIDING ONGOING SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS AND TO PROVIDE ANNUAL GRANTS AND PROGRAMMING FOR THE BENEFIT OF SUCH ORGANIZATIONS. CHARITABLE ORGANIZATIONS SERVING THE CITIES OF BOZEMAN, BELGRADE, MANHATTAN, AND BIG SKY AND THE RURAL COMMUNITIES IN-BETWEEN ARE ELIGIBLE TO APPLY FOR GRANTS AND TO RECEIVE THE BENEFIT OF THOSE GRANTS. ADDITIONALLY, THE PUBLIC IS FREE TO QUESTION ANY OF THE BOARD MEMBERS AND TO PROVIDE SUGGESTIONS REGARDING TYPES OF ORGANIZATIONS THAT SHOULD RECEIVE SUPPORT FROM BACF.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASED PUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THE POPULATION.ONE OF BACF'S PROGRAMS IS TO ACCUMULATE AND MANAGE A PERMANENT ENDOWMENT FUND FROM WHICH CHARITABLE GRANTS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS. DURING OUR FISCAL YEAR OF 04/01/13 TO 03/31/14, 25 GRANTS TOTALING $20,000 WERE DISTRIBUTED TO 25 LOCAL NONPROFIT CHARITABLE ORGANIZATIONS. THE FOUNDATION ALSO MANAGES DONOR-ADVISED FUNDS AND ENDOWMENTS FOR LOCAL ORGANIZATIONS. COMBINED, THESE MANAGED FUNDS CONTRIBUTED AN ADDITIONAL $13,650 TO 12 NONPROFIT CHARTIABLE ORGANIZATIONS. IN TOTAL, BACF HAS DISTRIBUTED MORE THAN $173,000 IN GRANTS TO MORE THAN 75 LOCAL NONPROFIT ORGANIZATIONS. BACF DOES NOT RESTRICT ITS GRANTS TO ANY ONE SEGMENT OF THE CHARITABLE SECTOR, BUT RATHER IS OPEN TO GRANT APPLICATIONS FROM ANY CHARITABLE ORGANIZATION. AS SUCH, ITS PROGRAMS FURTHER THE BROAD PUBLIC INTEREST AND ARE NOT RESTRICTED IN ANY WAY TO A SPECIFIC SMALL SEGMENT OF THE POPULATION. BACF ALSO MANAGES A SCHOLARSHIP ACCOUNT FOR HARRISON HIGH SCHOOL AND AGENCY ENDOWMENTS FOR THE FOLLOWING AREA-BASED NONPROFITS: BRIDGERCARE, LIBERTY PLACE, AND REACH INC.ANOTHER BACF PROGRAM IS THE NONPROFIT CAFE. THE NONPROFIT CAFE IS HELD ON THE FOURTH FRIDAY MORNING OF THE MONTH AND OPEN TO ALL AREA NONPROFIT LEADERS. IT IS PUBLICALLY ANNOUNCED AND HELD IN A PUBLIC VENUE. THE AIM OF THE NONPROFIT CAFE IS TO PROVIDE A REGULAR OPPORTUNITY FOR OUR COMMUNITY'S NON-PROFIT LEADERSHIP TO NETWORK, SEEK ADVICE, AND SHARE IDEAS. ALSO, BACF REGULARLY SCHEDULES SPEAKERS FOR THE NONPROFIT CAFE TO SHARE EXPERTISE AND RESOURCES WITH AREA NONPROFITS.ANOTHER BACF SERVICE IS THE WEEKLY NON-PROFIT E-NEWS EMAIL THAT SHARES ANNOUNCEMENTS, UPCOMING EVENTS, AND A NONPROFIT COMMUNITY CALENDAR. ANY MEMBER OF THE PUBLIC IS WELCOME TO SIGN UP FOR THE E-NEWS ON BACF'S WEBSITE. AS OF JANUARY 2015, THERE ARE 461 SUBSCRIBERS TO THIS SERVICE, WHICH IS PROVIDED FREE OF CHARGE.ADDITIONALLY, BACF HAS CREATED A YEAR-LONG INSPIRING COMMUNITY PHILANTHROPY SERIES IN COLLABORATION WITH THE WOMEN'S FOUNDATION OF MONTANA.

Facts And Circumstances Test

1. PUBLIC SUPPORT FOR THE ORGANIZATION MUST BE AT LEAST 10% OF THE TOTAL SUPPORT. AS NOTED ON LINE 15, BACF'S PUBLIC SUPPORT PERCENTAGE FOR 2013 WAS 16.18%.2. THE ORGANIZATION MUST HAVE AN ACTIVE, CONTINUOUS AND BONA FIDE FUNDRAISING PROGRAM DESIGNED TO ATTRACT NEW AND ADDITIONAL PUBLIC AND/OR GOVERNMENTAL SUPPORT. BACF HAS NOT SOUGHT GOVERNMENTAL SUPPORT. HOWEVER, BACF HAS A DETAILED AND CONTINUOUS FUNDRAISING PROGRAM AIMED AT ATTRACTING NEW INDIVIDUAL, BUSINESS, AND FOUNDATION DONORS. AS A COMMUNITY FOUNDATION, BACF SEEKS TO IDENTIFY INDIVIDUALS, BUSINESSES, AND FOUNDATIONS THAT ARE INTERESTED IN PROVIDING GRANTS AND CONTRIBUTIONS TO ITS OPERATING AND PERMANENT ENDOWMENT FUNDS. BACF USES THE INCOME FROM THE ENDOWMENT FUNDS TO MEET ITS MISSION OF PROVIDING GRANTS TO LOCAL CHARITABLE ORGANIZATIONS AND TO DELIVER ITS PROGRAMS. DURING 2013 AND 2014, THE PRESENT BOARD OF DIRECTORS HAS MADE IT A PRIORITY TO MODIFY ITS FUNDRAISING CAMPAIGN TO SEEK OUT MORE DONORS OF SMALLER CONTRIBUTIONS TO BALANCE THE LARGE PLANNED GIFTS THAT IT PREVIOUSLY HAS BEEN RECEIVING FOR ITS PERMANENT ENDOWMENT FUNDS. ADDITIONALLY, BACF HOLDS AT LEAST ONE MEETING PER YEAR FOR THE BENEFIT OF LOCAL NONPROFITS IN AN EFFORT TO INTRODUCE THE MEMBERS OF THOSE NONPROFITS, AND THE PUBLIC IN GENERAL, TO BACF AND ITS WORK AND TO CULTIVATE THEM INTO DONORS. ALSO, BACF HAS IMPLEMENTED AN ANNUAL APPEAL TO REACH OUT TO NEW AND EXISTING DONORS.BACF'S WEBSITE PROVIDES INFORMATION TO THE PUBLIC REGARDING DIFFERENT WAYS TO CONTRIBUTE TO THE ORGANIZATION, INCLUDING THROUGH A DONATE BUTTON THAT IS PROMINENTLY DISPLAYED ON THE WEBPAGE.3. THE COMPOSITION OF THE BOARD OF DIRECTORS IS REPRESENTATIVE OF BROAD PUBLIC INTEREST, AS OPPOSED TO THE SPECIFIC INTERESTS OF THE ORGANIZATION'S MAJOR CONTRIBUTORS. OUR BOARD IS DIVERSE AND COMES FROM MANY DIFFERENT COMMUNITY AND PROFESSIONAL AREAS. MIKE AUGUSTINE, PRESIDENT, HAS 18+ YEARS OF RETAIL AND INSTITUTIONAL EXPERIENCE AS A FINANCIAL ADVISOR, IS THE PREVIOUS BRANCH MANAGER AND IS CURRENTLY VICE PRESIDENT OF INVESTMENTS AT STIFEL NICOLAUS & CO.'S BOZEMAN OFFICE. MIKE HAS WORKED WITH MANY LOCAL NONPROFIT ORGANIZATIONS IN ASSET MANAGEMENT AND POLICY DEVELOPMENT. ALSO, HE HAS SERVED ON THE AMERICAN WILDLANDS BOARD, AND HAS VOLUNTEERED IN THE BOZEMAN SCHOOLS AND WITH JUNIOR ACHIEVEMENT. AMY MCNAMARA, VICE PRESIDENT, HAS WORKED WITH NON-PROFITS AND FOUNDATIONS TO ADVANCE THEIR MISSIONS FOR OVER SIXTEEN YEARS. HAVING SERVED IN BOTH THE ENVIRONMENTAL AND SOCIAL SECTORS, AMY HAS EXPERIENCE IN PROGRAM DEVELOPMENT, STRATEGIC PLANNING, FUNDRAISING, CAPACITY BUILDING, OUTREACH, AND ORGANIZING. CURRENTLY, AMY'S CONSULTING COMPANY WORKS WITH FOUNDATIONS AND INDIVIDUALS TO SUPPORT THEIR GRANTMAKING AND PHILANTHROPIC GIVING. AMY HAS PREVIOUS BOARD EXPERIENCE WITH THE FRIENDS OF THE BOZEMAN PUBLIC LIBRARY.WAYNE IWEN, TREASURER, IS AN ACCOUNTANT WITH WIPFLI, LLP IN BOZEMAN. HE HAS VOLUNTEERED FOR MANY LOCAL NONPROFITS AND SERVED ON THE BOARDS OF BRIDGERCARE, MONTANA OUTDOOR SCIENCE SCHOOL, AND EAGLE MOUNT.CRISTINA BERG HAS BEEN THE CO-OWNER OF ROCKY MOUNTAIN ROASTING COMPANY FOR THE LAST 20 YEARS. SHE HAS SERVED ON THE BOARD OF BIG BROTHERS AND BIG SISTERS OF GALLATIN COUNTY, AND IS A MEMBER OF THE KAPPA CHAPTER OF BETA SIGMA PHI, A WOMEN'S SOCIAL, CULTURAL AND SERVICE ORGANIZATION.LEE CANNON IS AN INVENTOR AND ENGINEER. HE IS LARGELY RETIRED NOW, BUT CONTINUES TO CONSULT ON A LIMITED BASIS.PAUL LACHAPELLE IS AN ASSOCIATE PROFESSOR IN THE DEPARTMENT OF POLITICAL SCIENCE AT MONTANA STATE UNIVERSITY-BOZEMAN AND SERVES AS THE EXTENSION COMMUNITY DEVELOPMENT SPECIALIST. WORKING IN PARTNERSHIP WITH THE LOCAL GOVERNMENT CENTER, HIS RESPONSIBILITIES INVOLVE PROVIDING RESEARCH, TECHNICAL ASSISTANCE AND TRAINING ON COMMUNITY DEVELOPMENT ACROSS THE STATE.DERIK POMEROY HAS A LAW PRACTICE EMPHASIZING FAMILY LAW, CRIMINAL DEFENSE, AND PROBATE OF ESTATES. HE HAS BEEN VOLUNTEERING WITH THE BOZEMAN COMMUNITY SINCE 2002, WITH MOTHERS AGAINST DRUNK DRIVING AND AWANA.EVA SKIDMORE WORKS FOR SOCRATA, A STARTUP BASED IN SEATTLE. PREVIOUSLY SHE WORKED FOR MICROSOFT, RIGHTNOW AND ORACLE, AND HAS VOLUNTEER, BOARD, AND STAFF EXPERIENCE AT EDUCATION, ARTS AND ENVIRONMENTAL ORGANIZATIONS.KARA GALLINGER IS A CERTIFIED PUBLIC ACCOUNTANT AND AN AUDIT MANAGER WITH ANDERSON ZURMUEHLEN & CO, P.C. SHE HAS TEN YEARS OF EXPERIENCE FOCUSING ON ALL ASPECTS OF AUDITING AND CONSULTING, SERVING A DIVERSE RANGE OF CLIENTS AND INDUSTRIES INCLUDING SEVERAL LOCAL NONPROFIT ORGANIZATIONS. KARA HAS BEEN ACTIVE IN THE BOZEMAN COMMUNITY SINCE AND ENJOYS VOLUNTEERING WITH MANY LOCAL NONPROFITS.NICOLE ZIEGLER WORKS FOR SOUTHWEST MONTANA SCHOOL SERVICES, AN EDUCATIONAL SERVICE AGENCY DEDICATED TO HELPING SCHOOL DISTRICTS SAVE TIME AND MONEY. CURRENTLY SHE IS IMPLEMENTING AN ELECTRONIC BILLING SYSTEM FOR SCHOOL-BASED MEDICAID. NICOLE HAS A LONG HISTORY OF VOLUNTEERING AND COMMUNITY SERVICE AND HAS BEEN ACTIVE WITH COMMUNITY FOUNDATION WORK AND NON-PROFITS. SHE WAS A SMALL BUSINESS OWNER FOR OVER 12 YEARS AND HAS VOLUNTEERED HER TIME TO GIRL SCOUTS, 4-H, JUNIOR ACHIEVEMENT AND NUMEROUS SPECIAL EVENTS.WHILE ALL OF THE BOARD MEMBERS HAVE PROVIDED CONTRIBUTIONS FOR THE BENEFIT OF BACF, NONE OF THEM HAVE A PRIVATE INTEREST THAT IS FURTHERED BY THOSE CONTRIBUTIONS. THESE INDIVIDUALS RECEIVE NO BENEFITS AND THEY ARE ALL INVOLVED IN THE ORGANIZATION BECAUSE OF THEIR PASSION FOR THE MISSION OF THE ORGANIZATION. ADDITIONALLY, NONE OF THESE BOARD MEMBERS IS RECOGNIZED AS A QUALIFIED EXCESS CONTRIBUTOR TO THE ORGANIZATION.4. SOME SUPPORT FOR THE ORGANIZATION COMES FROM GOVERNMENTAL AND/OR SOURCES THAT ARE REPRESENTATIVE OF THE GENERAL PUBLIC AS OPPOSED TO A FEW MAJOR CONTRIBUTORS. BACF HAS NOT SOUGHT OR SOLICITED SUPPORT FROM GOVERNMENTAL SOURCES, BUT IT RECEIVED 152 DONATIONS FROM 142 DONORS BETWEEN 04/01/13 TO 03/31/14. THESE DONATIONS ARE FROM PEOPLE OR ENTITIES SUPPORTIVE OF BACF'S MISSION TO BUILD AN ENDOWED SOURCE OF SUPPORT FOR LOCAL CHARITIES. ONLY FIVE OF OUR CONTRIBUTORS QUALIFIED AS EXCESS CONTRIBUTORS IN 2013.5. THE FACILITIES, PROPERTIES, AND PROGRAMS OF THE ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC.BACF HIRED ITS FIRST FOUNDATION MANAGER IN SEPTEMBER 2013. ITS PROGRAM AND MISSION IS TO ACCUMULATE AN ENDOWMENT FUND FOR THE PURPOSE OF PROVIDING ONGOING SUPPORT FOR LOCAL CHARITABLE ORGANIZATIONS AND TO PROVIDE ANNUAL GRANTS AND PROGRAMMING FOR THE BENEFIT OF SUCH ORGANIZATIONS. CHARITABLE ORGANIZATIONS SERVING THE CITIES OF BOZEMAN, BELGRADE, MANHATTAN, AND BIG SKY AND THE RURAL COMMUNITIES IN-BETWEEN ARE ELIGIBLE TO APPLY FOR GRANTS AND TO RECEIVE THE BENEFIT OF THOSE GRANTS. ADDITIONALLY, THE PUBLIC IS FREE TO QUESTION ANY OF THE BOARD MEMBERS AND TO PROVIDE SUGGESTIONS REGARDING TYPES OF ORGANIZATIONS THAT SHOULD RECEIVE SUPPORT FROM BACF.6. THE PROGRAMS OPERATED BY THE ORGANIZATION APPEAL TO A BROAD BASED PUBLIC INTEREST RATHER THAN BEING RESTRICTED TO A SMALL SEGMENT OF THE POPULATION.ONE OF BACF'S PROGRAMS IS TO ACCUMULATE AND MANAGE A PERMANENT ENDOWMENT FUND FROM WHICH CHARITABLE GRANTS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS. DURING OUR FISCAL YEAR OF 04/01/13 TO 03/31/14, 25 GRANTS TOTALING $20,000 WERE DISTRIBUTED TO 25 LOCAL NONPROFIT CHARITABLE ORGANIZATIONS. THE FOUNDATION ALSO MANAGES DONOR-ADVISED FUNDS AND ENDOWMENTS FOR LOCAL ORGANIZATIONS. COMBINED, THESE MANAGED FUNDS CONTRIBUTED AN ADDITIONAL $13,650 TO 12 NONPROFIT CHARTIABLE ORGANIZATIONS. IN TOTAL, BACF HAS DISTRIBUTED MORE THAN $173,000 IN GRANTS TO MORE THAN 75 LOCAL NONPROFIT ORGANIZATIONS. BACF DOES NOT RESTRICT ITS GRANTS TO ANY ONE SEGMENT OF THE CHARITABLE SECTOR, BUT RATHER IS OPEN TO GRANT APPLICATIONS FROM ANY CHARITABLE ORGANIZATION. AS SUCH, ITS PROGRAMS FURTHER THE BROAD PUBLIC INTEREST AND ARE NOT RESTRICTED IN ANY WAY TO A SPECIFIC SMALL SEGMENT OF THE POPULATION. BACF ALSO MANAGES A SCHOLARSHIP ACCOUNT FOR HARRISON HIGH SCHOOL AND AGENCY ENDOWMENTS FOR THE FOLLOWING AREA-BASED NONPROFITS: BRIDGERCARE, LIBERTY PLACE, AND REACH INC.ANOTHER BACF PROGRAM IS THE NONPROFIT CAFE. THE NONPROFIT CAFE IS HELD ON THE FOURTH FRIDAY MORNING OF THE MONTH AND OPEN TO ALL AREA NONPROFIT LEADERS. IT IS PUBLICALLY ANNOUNCED AND HELD IN A PUBLIC VENUE. THE AIM OF THE NONPROFIT CAFE IS TO PROVIDE A REGULAR OPPORTUNITY FOR OUR COMMUNITY'S NON-PROFIT LEADERSHIP TO NETWORK, SEEK ADVICE, AND SHARE IDEAS. ALSO, BACF REGULARLY SCHEDULES SPEAKERS FOR THE NONPROFIT CAFE TO SHARE EXPERTISE AND RESOURCES WITH AREA NONPROFITS.ANOTHER BACF SERVICE IS THE WEEKLY NON-PROFIT E-NEWS EMAIL THAT SHARES ANNOUNCEMENTS, UPCOMING EVENTS, AND A NONPROFIT COMMUNITY CALENDAR. ANY MEMBER OF THE PUBLIC IS WELCOME TO SIGN UP FOR THE E-NEWS ON BACF'S WEBSITE. AS OF JANUARY 2015, THERE ARE 461 SUBSCRIBERS TO THIS SERVICE, WHICH IS PROVIDED FREE OF CHARGE.ADDITIONALLY, BACF HAS CREATED A YEAR-LONG INSPIRING COMMUNITY PHILANTHROPY SERIES IN COLLABORATION WITH THE WOMEN'S FOUNDATION OF MONTANA.

Explanation

Schedule A (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Name of the organization

BOZEMAN AREA COMMUNITY FOUNDATION THE

Employer identification number

81-0519514

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 2

Name of organization BOZEMAN AREA COMMUNITY FOUNDATION THE

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	RESTRICTED RESTRICTED RESTRICTED RESTRICTED, RESTRICTEDRESTRICTED	$RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 3

Name of organization BOZEMAN AREA COMMUNITY FOUNDATION THE

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Page 4

Name of organization
BOZEMAN AREA COMMUNITY FOUNDATION THE

Employer identification number

81-0519514

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet

Attach to Form 990. SchDMd Bullet

See separate instructions. SchDMd Bullet

Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public Inspection

Name of the organization

BOZEMAN AREA COMMUNITY FOUNDATION THE

Employer identification number

81-0519514

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	5
2	Aggregate contributions to (during year) ...	73,855
3	Aggregate grants from (during year) .....	8,200
4	Aggregate value at end of year ........	378,048

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements .......................	2a
b	Total acreage restricted by conservation easements ..................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ....................	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenues included in Form 990, Part VIII, line 1 ........................ SchDMd Bullet

(ii)

Assets included in Form 990, Part X .............................. SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenues included in Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2013

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No

If "Yes," explain the arrangement in Part XIII and complete the following table:


c	Beginning balance .................................	1c
d	Additions during the year ..............................	1d
e	Distributions during the year .............................	1e
f	Ending balance ...................................	1f

Did the organization include an amount on Form 990, Part X, line 21? .....................

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	b (c)Two years back	(d)Three years back	(e)Four years back
1a	Beginning of year balance ....
b	Contributions ........
c	Net investment earnings, gains, and losses
d	Grants or scholarships .....
e	Other expenditures for facilities and programs ........
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages in lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations ........................

3a(i)

(ii) related organizations ........................

3a(ii)

If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(d) Book value
1a	Land .................
b	Buildings ................
c	Leasehold improvements ............
d	Equipment ................
e	Other .................
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......		0

Schedule D (Form 990) 2013

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)		(b)Book value	(c) Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment		(b) Book value	(c) Method of valuation: Cost or end-of-year market value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value









Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability		(b) Book value
Federal income taxes
ANNUITIES PAYABLE		113,757
FUNDS HELD FOR BRIDGERCARE - AT COST		27,092
FUNDS HELD FOR LIBERTY PLACE - AT COST		50,864






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)		191,713
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................

Schedule D (Form 990) 2013

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains on investments ..........	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1.....................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.......................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities ..........	2a
b	Prior year adjustments ..............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d......................		2e
3	Subtract line 2e from line 1.....................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.......................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990
lBullet

Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization
BOZEMAN AREA COMMUNITY FOUNDATION THE

Employer identification number
81-0519514

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC Code section if applicable	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of non-cash assistance	(h) Purpose of grant or assistance

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2013

Page 2

Part III

Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a)Type of grant or assistance	(b)Number of recipients	(c)Amount of cash grant	(d)Amount of non-cash assistance	(e)Method of valuation (book, FMV, appraisal, other)	(f)Description of non-cash assistance

Part IV

Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.

Return Reference	Explanation
PART I, LINE 2:	THE GRANTS AWARDED THIS FISCAL YEAR RANGED IN AMOUNT FROM $100 TO $3,000. THE FOUNDATION AWARDS GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS. THE FOUNDATION DOES NOT REQUEST FORMAL REPORTS FROM THE RECIPIENTS, BUT DOES REQUEST STATEMENTS AND/OR PICTURES OF THE ORGANIZATION'S USE OF THE FUNDS.

Schedule I (Form 990) 2013

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2013

Open to Public
Inspection

Name of the organization

BOZEMAN AREA COMMUNITY FOUNDATION THE

Employer identification number

81-0519514

Return Reference	Explanation
FORM 990, PART VI, SECTION B, LINE 11	A COPY OF FORM 990 WAS PROVIDED TO EACH BOARD MEMBER ON JANUARY 1, 2015. THE FORM 990 WAS REVIEWED AND MINOR CHANGES APPROVED BY THE BOARD AT ITS JANUARY 13,2015 BOARD MEETING. A REVISED COPY OF FORM 990 AS FILED WAS PROVIDED TO EACH BOARD MEMBER ON JANUARY 15, 2015.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IF A REQUEST IS MADE, THE DOCUMENTS WILL BE MADE AVAILABLE VIA E-MAIL. THE FOUNDATION IS CURRENTLY WORKING ON UPDATING ITS WEBSITE. AFTER THE WEBSITE IS UPDATED, THE DOCUMENTS WILL BE AVAILABLE ON THE WEBSITE.
SCHEDULE D - DONOR ADVISED FUNDS	TWO INDIVIDUALS RELEASED THE REMAINDER OF THEIR GIFT ANNUITIES, WHICH THEY CAN ADVISE AS TO THE CHARITABLE RECIPIENTS OF THE EARNINGS OF THE ENDOWED FUNDS.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2013

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: LOCAL COMMUNITY FOUNDATION TO FOSTER PHILANTHROPY FBO CHARITABLE ORGANIZATIONS IN SW MT
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	10
5	Total number of individuals employed in calendar year 2013 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	26,430	21,960
9	Program service revenue (Part VIII, line 2g) .........	1,583	839
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	24,671	25,578
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)...................	52,684	48,377
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	14,826	34,450
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	0	23,280
16a	Professional fundraising fees (Part IX, column (A), line 11e).....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 7,760
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	18,930	13,640
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	33,756	71,370
19	Revenue less expenses. Subtract line 18 from line 12.......	18,928	-22,993
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	943,089	904,346
21	Total liabilities (Part X, line 26).............	198,857	194,096
22	Net assets or fund balances. Subtract line 21 from line 20.....	744,232	710,250

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 42,210 including grants of $ 34,150 ) (Revenue $ )
	THE FOUNDATION ACCUMULATES PERMANENT ENDOWMENTS FROM WHICH GRANTS ARE MADE TO 501(C)(3)ORGANIZATIONS. GRANTS WERE DISTRIBUTED TO 39 LOCAL NONPROFITS.

4b	(Code: ) (Expenses $ 140 including grants of $ 300 ) (Revenue $ )
	HELD ANNUAL MEETING FOR THE BENEFIT OF LOCAL NONPROFITS OCTOBER 2013

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	FACILITATION OF MONTHLY MEETING FOR AREA NONPROFITS

	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	FACILITATION OF MONTHLY MEETING FOR AREA NONPROFITS

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses42,350

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(1) MIKE AUGUSTINE........................................................................ PRESIDENT	2.00 .......................	X	X	0	0	0
(2) AMY MCNAMARA........................................................................ VICE PRESIDENT	2.00 .......................	X	X	0	0	0
(3) WAYNE IWEN........................................................................ TREASURER	2.00 .......................	X	X	0	0	0
(4) CRISTINA BERG........................................................................ DIRECTOR	2.00 .......................	X		0	0	0
(5) DERIK POMEROY........................................................................ DIRECTOR	2.00 .......................	X		0	0	0
(6) KARA GALLINGER........................................................................ DIRECTOR	2.00 .......................	X		0	0	0
(7) NICOLE ZIEGLER........................................................................ DIRECTOR	2.00 .......................	X		0	0	0
(8) EVA SKIDMORE........................................................................ DIRECTOR	2.00 .......................	X		0	0	0
(9) PAUL LACHAPELLE........................................................................ DIRECTOR	2.00 .......................	X		0	0	0
(10) WARREN VAUGHAN........................................................................ DIRECTOR	2.00 .......................	X		0	0	0

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)............	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0

				(A) Total revenue	(B) Related or exempt function revenue	(C) Unrelated business revenue	(D) Revenue excluded from tax under sections 512-514
1a	Federated campaigns..1a
b	Membership dues....1b
c	Fundraising events....1c
d	Related organizations...1d
e	Government grants (contributions)1e

f	All other contributions, gifts, grants, and similar amounts not included above1f		21,960

g	Noncash contributions included in lines 1a-1f:$		3,314
h	Total. Add lines 1a-1f.......			21,960
			Business Code
2a	ADMINISTRATIVE FEES		523920	839	839
b
c
d
e
f	All other program service revenue .
g	Total. Add lines 2a–2f........			839
3	Investment income (including dividends, interest, and other similar amounts).......			25,578	25,578
4	Income from investment of tax-exempt bond proceeds..
5	Royalties...........
		(i) Real	(ii) Personal
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss).......
		(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory
b	Less: cost or other basis and sales expenses
c	Gain or (loss)
d	Net gain or (loss)..........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ..
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities...
10a	Gross sales of inventory, less returns and allowances .
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Miscellaneous Revenue			Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See Instructions......			48,377	26,417	0	0


			(A) Beginning of year		(B) End of year
1	Cash–non-interest-bearing .............		47,782	1	12,782
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ...........			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ..................
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
				6
7	Notes and loans receivable, net .............			7
8	Inventories for sale or use ..............			8
9	Prepaid expenses and deferred charges ..........			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation .....	10b		10c
11	Investments—publicly traded securities ..........		895,307	11	891,564
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 .....			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 34)......		943,089	16	904,346
17	Accounts payable and accrued expenses .........			17	2,383
18	Grants payable .................			18
19	Deferred revenue ................			19
20	Tax-exempt bond liabilities .............			20
21	Escrow or custodial account liability. Complete Part IV of Schedule D..			21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..........			22
23	Secured mortgages and notes payable to unrelated third parties ..			23
24	Unsecured notes and loans payable to unrelated third parties ....			24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................		198,857	25	191,713
26	Total liabilities. Add lines 17 through 25.........		198,857	26	194,096
	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets ..............		47,782	27	12,782
28	Temporarily restricted net assets ...........		69,682	28	37,506
29	Permanently restricted net assets ...........		626,768	29	659,962
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds ........			30
31	Paid-in or capital surplus, or land, building or equipment fund .....			31
32	Retained earnings, endowment, accumulated income, or other funds			32
33	Total net assets or fund balances ...........		744,232	33	710,250
34	Total liabilities and net assets/fund balances ........		943,089	34	904,346