Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
MONTANA COMMUNITY FOUNDATION INC
 
 
Doing business as
NA
 
Number and street (or P.O. box if mail is not delivered to street address)
33 S LAST CHANCE GULCH NO 2A
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HELENA, MT59601
D Employer identification number

81-0450150
E Telephone number

G Gross receipts $ 99,339,189
F Name and address of principal officer:
MARY RUTHERFORD
33 S LAST CHANCE GULCH NO 2A
HELENA,MT59601
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.MTCF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1988
M State of legal domicile: MT
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO CREATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 15
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 15
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 20
6 Total number of volunteers (estimate if necessary) ............. 6 238
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a -78,045
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b -88,396
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 8,476,008 19,363,023
9 Program service revenue (Part VIII, line 2g) ......... 1,383,972 1,648,654
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,508,340 3,835,596
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 167,033 -9,930
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 12,535,353 24,837,343
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,743,556 4,892,727
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) 1,287,037 1,199,354
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet410,176    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,268,977 2,341,107
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 7,299,570 8,433,188
19 Revenue less expenses. Subtract line 18 from line 12....... 5,235,783 16,404,155
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 108,215,489 124,041,175
21 Total liabilities (Part X, line 26)............. 16,764,877 17,361,663
22 Net assets or fund balances. Subtract line 21 from line 20..... 91,450,612 106,679,512
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO CREATE A CULTURE OF GIVING SO MONTANA COMMUNITIES CAN FLOURISH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,418,306 including grants of $ 4,892,727 ) (Revenue $ 1,708,044 )
THE FOUNDATION ACTIVELY SEEKS AND SECURES CHARITABLE GIFTS PRIMARILY FOR THE BENEFIT OF MONTANA. THE MAJORITY OF THE GIFTS ARE PERMANENTLY ENDOWED. MONTANA COMMUNITY FOUNDATION HELPS PEOPLE PRESERVE WHAT THEY CARE ABOUT THROUGH CURRENT, PLANNED AND LEGACY GIVING WITH THE GOAL OF IMPROVING THE QUALITY OF LIFE FOR MONTANANS.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet5,418,306
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment.........
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
69
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
20
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
15
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
15
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
Yes
 
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
Yes
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MT
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletKACIE TOLLEFSON33 S LAST CHANCE GULCH SUITE 2A   HELENA,MT59601 (406) 443-8313
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LAURA BREHM......................................................................
BOARD CHAIR
 2.00
.................
  		X   X       0 0 0
(2) KELLY BRUGGEMAN......................................................................
VICE CHAIR
 2.00
.................
  		X   X       0 0 0
(3) MARY ANN PHIPPS......................................................................
SECRETARY
 2.00
.................
  		X   X       0 0 0
(4) KAREN LATKA......................................................................
TREASURER
 2.00
.................
  		X   X       0 0 0
(5) ED ECK......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(6) JO ANN EDER......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(7) GREG HANSON......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(8) SCOTT PANKRATZ......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(9) BRYSON PELC......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(10) TAWNYA RUPE......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(11) CAMI SKINNER......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(12) TOM MCGREE......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(13) LEONARD SMITH......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(14) DALE WOOLHISER......................................................................
PAST BOARD CHAIR (THROUGH 12/19)
 2.00
.................
  		X           0 0 0
(15) BARBARA BYRNE......................................................................
DIRECTOR (THROUGH 9/19)
 2.00
.................
  		X           0 0 0
(16) DUANE KUROKAWA......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
(17) JON RUTT......................................................................
DIRECTOR
 2.00
.................
  		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) MARY RUTHERFORD........................................................................
CEO/PRESIDENT
 40.00
.......................   		    X       167,082 0 16,351
(19) KACIE TOLLEFSON........................................................................
CONTROLLER
 40.00
.......................   		    X       75,811 0 9,789






















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 242,893 0 26,140
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CAMBRIDGE ASSOCIATES LLC

125 HIGH STREET
BOSTON,MA02110 		INVESTMENT MANAGEMENT 205,993
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet1
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 19,363,023
g Noncash contributions included in lines 1a - 1f:$ 1g 1,619,679
h Total. Add lines 1a-1f.......MediumBullet 19,363,023
Program Service RevenueAmt Business Code
2a ADMINISTRATIVE FEES 525990 1,648,654 1,648,654    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,648,654
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,586,937     1,586,937
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   236,158 6a
b Less: rental expenses   202,469 6b
c Rental income or (loss)   33,689 6c
d Net rental income or (loss).......MediumBullet 33,689   24,964 8,725
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   76,548,036 7a
b Less: cost or other basis and sales expenses 1,249 74,298,128 7b
c Gain or (loss) -1,249 2,249,908 7c
d Net gain or (loss).........MediumBullet 2,248,659     2,248,659
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a OTHER INCOME 900099 59,390 59,390    
b PASSTHROUGH INCOME 900099 -103,009   -103,009  
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet -43,619
12 Total revenue. See instructions.....MediumBullet 24,837,343 1,708,044 -78,045 3,844,321
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
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 domestic organizations and domestic governments. See Part IV, line 21 .... 4,408,942 4,408,942
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 483,785 483,785
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 302,037 60,412 157,233 84,392
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........ 725,294 179,159 326,993 219,142
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 37,680 9,411 16,682 11,587
9 Other employee benefits ....... 57,922 13,264 18,167 26,491
10 Payroll taxes ........... 76,421 17,645 35,758 23,018
11 Fees for services (non-employees):        
a Management ...... 1,295,146   1,295,146  
b Legal ......... 2,717   2,717  
c Accounting ........... 76,942   76,942  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 299,940   299,940  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 185,164 169,954 15,210  
12 Advertising and promotion .... 12,410 3,506 8,404 500
13 Office expenses ....... 21,652 5,169 14,641 1,842
14 Information technology ...... 152,459 9,660 133,317 9,482
15 Royalties ..        
16 Occupancy ........... 127,077 30,626 77,609 18,842
17 Travel ............ 34,833 4,393 18,306 12,134
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 44,181 5,732 37,840 609
20 Interest ........... 199   199  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 13,550   13,550  
23 Insurance ... 9,125 911 8,214  
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 DUES AND OTHER FEES 33,701 4,277 29,180 244
b PRNTING AND PUBLICATION 18,041 8,307 9,007 727
c MISCELLANEOUS 13,970 3,153 9,651 1,166
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 8,433,188 5,418,306 2,604,706 410,176
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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 2,023,587 2 1,853,318
3 Pledges and grants receivable, net ...... 1,635 3 885
4 Accounts receivable, net ............. 13,801 4 2,078
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ...... 32,943 9 36,851
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 2,414,346
b Less: accumulated depreciation 10b 312,670 2,196,351 10c 2,101,676
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 103,314,710 12 119,369,574
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 632,462 15 676,793
16 Total assets. Add lines 1 through 15 (must equal line 33)... 108,215,489 16 124,041,175
Liabilities 17 Accounts payable and accrued expenses ..... 194,380 17 118,116
18 Grants payable ... 1,092,693 18 1,157,368
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 1,609,750 23 1,776,440
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 13,868,054 25 14,309,739
26 Total liabilities. Add lines 17 through 25.. 16,764,877 26 17,361,663
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 298,395 27 727,620
28 Net assets with donor restrictions ........... 91,152,217 28 105,951,892
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 91,450,612 32 106,679,512
33 Total liabilities and net assets/fund balances ........ 108,215,489 33 124,041,175
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
24,837,343
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
8,433,188
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
16,404,155
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
91,450,612
5
Net unrealized gains (losses) on investments ...............
5
-911,050
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-264,205
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
106,679,512
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 4,021,206 6,940,820 11,725,624 8,476,008 9,330,235 40,493,893
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 4,021,206 6,940,820 11,725,624 8,476,008 9,330,235 40,493,893
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).. 9,055,652
6 Public support. Subtract line 5 from line 4. 31,438,241
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 4,021,206 6,940,820 11,725,624 8,476,008 9,330,235 40,493,893
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,665,450 562,725 1,233,683 1,358,068 1,630,099 6,450,025
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 VI.).. 6,359 34,479 55,743 109,477 59,390 265,448
11 Total support. Add lines 7 through 10 47,209,366
12
12
6,484,969
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
66.590 %
15
15
64.930 %
16a
b
17a
b
18
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 6,359. 2016 AMOUNT: $ 34,479. 2017 AMOUNT: $ 55,743. 2018 AMOUNT: $ 109,477. 2019 AMOUNT: $ 59,390.
SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: FUNDING FOR COMMUNITY TRANSITION PLANNING EFFORTS. DATE: 12/31/19 AMOUNT: 10032788.
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




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
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
MONTANA COMMUNITY FOUNDATION INC
  		Employer identification number
81-0450150
Part I
Contributors
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


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
MONTANA COMMUNITY FOUNDATION INC
  		Employer identification number

81-0450150
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
MONTANA COMMUNITY FOUNDATION INC
  		Employer identification number

81-0450150
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...................... 0 0
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 0 0
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 0 0
d Other exempt purpose expenditures ............................................................................... 8,433,188 0
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 8,433,188 0
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 571,659 0
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 142,915 0
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0  
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount 497,490 540,060 514,979 571,659 2,124,188
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		3,186,282
c Total lobbying expenditures     15,450 0 15,450
d Grassroots nontaxable amount 124,373 135,015 128,745 142,915 531,048
e Grassroots ceiling amount
(150% of line 2d, column (e))		 796,572
f Grassroots lobbying expenditures     0 0  
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 135 71
2 Aggregate value of contributions to (during year) 312,982 39,004
3 Aggregate value of grants from (during year) 1,637,467 619,930
4 Aggregate value at end of year ........ 30,982,895 12,576,102
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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.
b
If the organization elected, as permitted under FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 88,156,226 81,207,996 70,899,423 64,391,175 64,483,181
b Contributions ... 6,580,545 7,130,825 9,057,295 4,669,686 2,309,439
c Net investment earnings, gains, and losses 2,277,347 4,158,129 5,022,745 4,737,066 1,340,537
d Grants or scholarships ... 2,876,875 2,910,957 2,532,864 1,704,079 2,537,757
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses .... 1,614,790 1,429,767 1,238,603 1,194,425 1,204,225
g End of year balance ...... 92,522,453 88,156,226 81,207,996 70,899,423 64,391,175
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet100.000 %
c
Term endowment SchDMd Bullet0 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....   2,367,623 266,252 2,101,371
c Leasehold improvements        
d Equipment ....   46,723 46,418 305
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 2,101,676
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on 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........    
(3) Other
(A) POOLED INVESTMENTS		 119,369,574 F
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 119,369,574
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on 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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 14,309,739
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 21,818,982
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -911,050
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 305,478
e Add lines 2a through 2d ..................... 2e -605,572
3 Subtract line 2e from line 1.................. 3 22,424,554
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 263,934
b Other (Describe in Part XIII.) ........... 4b 2,148,855
c Add lines 4a and 4b.................... 4c 2,412,789
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 24,837,343
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 6,590,082
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 202,469
e Add lines 2a through 2d.................... 2e 202,469
3 Subtract line 2e from line 1................... 3 6,387,613
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 263,934
b Other (Describe in Part XIII.) ............ 4b 1,781,641
c Add lines 4a and 4b..................... 4c 2,045,575
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 8,433,188
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
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 THE 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, 2020 AND 2019, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 202,469. PASSTHROUGH INCOME 103,009.
PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY ENDOWMENT FUND ACTIVITY 795,237. COMMUNITY IMPACT FEE 1,162,489. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 274,700. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND -83,571.
PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 202,469.
PART XII, LINE 4B - OTHER ADJUSTMENTS: MANAGEMENT FEES 1,295,146. AGENCY ENDOWMENT FUND ACTIVITY 486,495.
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region		 (f) Total expenditures
for and investments
in the region
CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS   22,588,333
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 22,588,333
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 22,588,333
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART I, LINE 3: INVESTMENTS ARE ACCOUNTED FOR IN THE ORGANIZATION'S FINANCIAL STATEMENTS USING THE FAIR MARKET VALUE OF EACH FUND PER EACH FUND'S INVESTMENTS STATEMENT. THE AMOUNT IN COLUMN (F) IS THE COST BASIS.
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


Software ID:  
Software Version:  




Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number
81-0450150
Part I
General Information on Grants and Assistance
1
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? ........................
2
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) ABSAROKEE COMMUNITY FOUNDATION
PO BOX 72
ABSAROKEE,MT59001 		73-1658638 501(C)3 19,340       2019 ANNUAL DISTRIBUTION
(2) ALBERTA BAIR THEATER CORPORATION
PO BOX 1556
BILLINGS,MT59103 		81-0406157 501(C)3 41,125       2019 ANNUAL DISTRIBUTION
(3) ALLIANCE FOR THE WILD ROCKIES
PO BOX 505
HELENA,MT59624 		81-0455740 501(C)3 8,597       2019 ANNUAL DISTRIBUTION
(4) ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
31010 11TH AVE N
BILLINGS,MT59101 		13-3039601 501(C)3 6,797       EXPANDING VOLUNTEER-POWERED PROGRAM DELIVERY-ALZHEIMER; SUPPORT MONTANA CHAPTER; SPECIAL: GRANT AFTER 2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT; GREAT FALLS WALK TO END ALZHEIMERS
(5) AMERICAN INDIAN INSTITUTE
502 WEST MENDENHALL ST
BOZEMAN,MT59715 		81-0339551 501(C)3 49,805       2019 ANNUAL DISTRIBUTION
(6) AMERICAN JOBS FOR AMERICAS YOUTH - MONTANA
PO BOX 923
HELENA,MT59624 		84-2066548 501(C)3 5,000       SUMMER JOBS PROGRAM; TUITION SUPPORT FOR LEADING FOR SOCIAL IMPACT PROGRAM
(7) APOSTLES LUTHERAN CHURCH
3140 BROADWATER AVE
BILLINGS,MT59102 		81-6035157 501(C)3 45,533       2019 ANNUAL DISTRIBUTION; SCHOLARSHIP ACCOUNT; PAY PRINCIPAL ON THE BUILDING LOAN; PRINCIPAL PAYMENT
(8) ARCHIE BRAY FOUNDATION
2915 COUNTRY CLUB AVENUE
HELENA,MT596029240 		81-0284022 501(C)3 8,919       2019 ANNUAL DISTRIBUTION; GENERAL SUPPORT
(9) AWARE INC
205 E PARK AVE
GREAT FALLS,MT59405 		81-0360391 501(C)3 9,000       AWARE EARLY HEAD START PROGRAM IN BILLINGS
(10) BEACON COMMUNITY FOUNDATION INC
PO BOX 726
SCOBEY,MT59263 		81-0498333 501(C)3 11,208       2019 ANNUAL DISTRIBUTION
(11) BENEFIS HEALTH SYSTEM FOUNDATION INC
PO BOX 7008
GREAT FALLS,MT594067008 		81-0480587 501(C)3 10,531       2019 ANNUAL DISTRIBUTION; WOMEN AND CHILDREN'S CENTER
(12) BIG BROTHERS SISTERS OF FLATHEAD COUNTY
137 S MAIN ST
KALISPELL,MT59901 		81-0374742 501(C)3 50,000       OPERATING SUPPORT, OUTREACH TO MISSOULA PROGRAMS
(13) BIG SKY YOUTH EMPOWERMENT PROJECT INC
PO BOX 6757
BOZEMAN,MT597716757 		81-0543203 501(C)3 10,500       OPERATING SUPPORT; FINANCIAL EDUCATION
(14) BIGFORK CENTER FOR THE PERFORMING ARTS FOUNDATION LTD
PO BOX 1230
BIGFORK,MT59911 		81-0424706 501(C)3 26,489       2019 ANNUAL DISTRIBUTION
(15) BIGGER SKY KIDS INC
PO BOX 750
WOLF POINT,MT59201 		82-2944941 501(C)3 9,955       FUND DIRECTOR'S SALARY FOR 2ND YEAR OF SCHOOL; LOCKING/CHARGING LAPTOP CABINET & MICROSOFT PENS
(16) BILLINGS CATHOLIC SCHOOLS FOUNDATION OPERATING SUPPORT
PO BOX 31158
BILLINGS,MT59107 		38-3819006 501(C)3 81,500       HIGH SCHOOL ELEVATOR FUND & CLASSROOM NEEDS
(17) BILLINGS CLINIC FOUNDATION
PO BOX 31031
BILLINGS,MT591071031 		81-0407289 501(C)3 5,500       GREATEST NEED; COVA 19 INNOVATION PROJECT MASK FUND
(18) BILLINGS COMMUNITY FOUNDATION
PO BOX 1255
BILLINGS,MT59103 		20-4286919 501(C)3 34,689       2019 ANNUAL DISTRIBUTION; BILLINGS COMMUNITY FOUNDATION OPERATING SUPPORT; REMAINING BALANCE
(19) BILLINGS DISTRICT COUNCIL -SOCIETY OF ST VINCENT DE PAUL
3005 1ST AVE S
BILLINGS,MT59101 		91-0879988 501(C)3 15,000       OPERATING SUPPORT
(20) BILLINGS FOOD BANK INC
PO BOX 1158
BILLINGS,MT59103 		36-3519470 501(C)3 30,876       OPERATING SUPPORT; 2019 ANNUAL DISTRIBUTION; GENERAL OPERATING; GENERAL SUPPORT
(21) BILLINGS STUDIO THEATRE INC
1500 RIMROCK ROAD
BILLINGS,MT59102 		81-0293924 501(C)3 5,185       2019 ANNUAL DISTRIBUTION; GREATEST NEED
(22) BILLINGS SYMPHONY SOCIETY OPERATING SUPPORT
2721 N BROADWAY STE 350
BILLINGS,MT59101 		23-7083873 501(C)3 10,292       2019 ANNUAL DISTRIBUTION
(23) BLACKFEET RESERVATION DEVELOPMENT FUND INC
PO BOX 3029
BROWNING,MT594173029 		36-3784925 501(C)3 24,803       2019 ANNUAL DISTRIBUTION
(24) BLACKFEET TRIBE
PO BOX 850
BROWNING,MT59417 		81-0212955 501(C)3 6,436       2019 ANNUAL DISTRIBUTION
(25) BOY SCOUTS OF AMERICA
MONTANA COUNCIL 315
GREAT FALLS,MT594055939 		81-0343177 501(C)3 9,939       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT FOR MONTANA COUNCIL 315; ANNUAL FUNDRAISER
(26) BOYS AND GIRLS CLUB OF CASCADE COUNTY
PO BOX 652
GREAT FALLS,MT59403 		81-0475269 501(C)3 29,809       2019 ANNUAL DISTRIBUTION
(27) BOYS AND GIRLS CLUB OF THE NORTHERN CHEYENNE NATION
PO BOX 309
LAME DEER,MT59043 		36-3945776 501(C)3 36,742       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT; FUND EXECUTIVE ASSISTANCE POSITIONS
(28) BOZEMAN PUBLIC LIBRARY FOUNDATION INC
626 E MAIN ST
BOZEMAN,MT597153768 		81-0405940 501(C)3 15,288       2019 ANNUAL DISTRIBUTION
(29) BROADWATER COUNTY
515 BROADWAY
TOWNSEND,MT59644 		81-0197880 501(C)3 5,600       BROADWATER COUNTY MUSEUM-DIGITIZING TOWNSEND NEWSPAPE
(30) BROADWATER PRODUCTIONS INC (GRANDSTREET THEATRE)
PO BOX 1258
HELENA,MT59624 		81-0357843 501(C)3 9,322       2019 ANNUAL DISTRIBUTION
(31) BUTTE EMERGENCY FOOD BANK
1019 E 2ND ST
BUTTE,MT597012984 		81-0469563 501(C)3 13,163       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT; MEALS; GENERAL SUPPORT
(32) BUTTE RESCUE MISSION
1204 E 2ND ST
BUTTE,MT59702 		81-0410116 501(C)3 7,500       PURCHASING A NEW REFRIGERATOR/FREEZER; SUPPORT OF THE HOMELESS AND NEEDY
(33) BUTTE-SILVER BOW COMMUNITY FOUNDATION
3505 QUINCY STREET
BUTTE,MT597014458 		27-3492133 501(C)3 6,198       2019 ANNUAL DISTRIBUTION
(34) CATHOLIC MEDICAL MISSION BOARD INC
100 WALL STREET 9TH FLOOR
NEW YORK,NY10005 		13-5602319 501(C)3 8,000       OPERATING SUPPORT
(35) CENTER FOR MENTAL HEALTH
PO BOX 3089
GREAT FALLS,MT59403 		81-0347441 501(C)3 5,131       2019 ANNUAL DISTRIBUTION
(36) CENTER FOR RESTORATIVE YOUTH JUSTICE
29 3RD STREET EAST
KALISPELL,MT59901 		84-1428210 501(C)3 5,000       GENERAL SUPPORT
(37) CHILDRENS ONCOLOGY CAMP FOUNDATION
PO BOX 1450
MISSOULA,MT598061450 		81-0472959 501(C)3 10,000       GENERAL OPERATING
(38) CITIZENS FOR A BETTER FLATHEAD
PO BOX 2198
KALISPELL,MT59903 		81-0482317 501(C)3 10,000       ORGANIZATIONAL SUSTAINABILITY
(39) COMMUNITY FOUNDATION FOR A BETTER BIGFORK
PO BOX 486
BIGFORK,MT59911 		23-7067099 501(C)3 20,104       2019 ANNUAL DISTRIBUTION; LANDSCAPE ARCHITECTURAL DRAW-LAKE ACCESS AREA
(40) CUSTER COUNTY FOOD BANK INC
210 S WINCHESTER AVE
MILES CITY,MT59301 		81-0541769 501(C)3 7,000       SUPPORT FOR THE FOOD BANK; OPERATING SUPPORT
(41) DARBY BREAD BOX
PO BOX 207
DARBY,MT59829 		32-0278089 501(C)3 5,000       OPERATING SUPPORT; EMERGENCY RESPONSE USED AT DBB'S DISCRETION
(42) DAWSON RESOURCE COUNCIL
300 COOKE STREET
GLENDIVE,MT59330 		81-0427228 501(C)3 10,150       GROW RECYCLING
(43) DOMESTIC AND SEXUAL VIOLENCE SERVICES OF CARBON COUNTY
PO BOX 314
RED LODGE,MT590680314 		20-2358889 501(C)3 17,500       POWER UP, SPEAK OUT HEALTHY RELATIONSHIP PRGM
(44) EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS
415 N 30TH STREET
BILLINGS,MT59101 		81-0452904 501(C)3 11,669       2019 ANNUAL DISTRIBUTION; BACKPACK PROGRAM
(45) FAMILY SERVICE INC
PO BOX 1020
BILLINGS,MT591031020 		81-0232120 501(C)3 16,478       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT; GENERAL SUPPORT
(46) FIRST UNITED METHODIST CHURCH
2800 4TH AVE N
BILLINGS,MT59101 		81-0232801 501(C)3 5,200       OPERATING SUPPORT
(47) FIRST UNITED METHODIST CHURCH OF GREAT FALLS
610 2ND AVE N
GREAT FALLS,MT594012524 		81-0235852 501(C)3 10,000       OPERATIONS & GENERAL FUND
(48) FIVE VALLEYS LAND TRUST
120 HICKORY ST STE B
MISSOULA,MT59801 		23-7182055 501(C)3 10,781       2019 ANNUAL DISTRIBUTION
(49) FLATHEAD COUNTY LIBRARY FOUNDATION INC
44 2ND AVE W STE 104
KALISPELL,MT59901 		81-0460195 501(C)3 100,000       CAPITAL CAMPAIGN-NEW BIGFORK LIBRARY-IMAGINEIF-CHALLENG
(50) FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION INC
777 GRANDVIEW DRIVE
KALISPELL,MT599012622 		81-0365752 501(C)3 9,429       2019 ANNUAL DISTRIBUTION; SPECIAL: GRANT AFTER 2019 ANNUAL DISTRIBUTION
(51) FORT PECK FINE ARTS COUNCIL
PO BOX 973
GLASGOW,MT592300973 		81-0306649 501(C)3 10,371       2019 ANNUAL DISTRIBUTION
(52) FOUNDATION FOR ANIMALS
PO BOX 389
HELENA,MT596240389 		55-0911292 501(C)3 6,918       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(53) FRIENDS OF BIG SKY EDUCATION
PO BOX 160633
BIG SKY,MT59716 		33-1106018 501(C)3 5,300       $5,000 TO WMPAC, $300 TO FOSBE SCHOLARSHIP FUND
(54) FRIENDS OF THE PIONEER MUSEUM INC
PO BOX 975
GLASGOW,MT59230 		81-0479627 501(C)3 17,960       2019 ANNUAL DISTRIBUTION
(55) FRIENDSHIP HOUSE OF CHRISTIAN SERVICE INC
3123 8TH AVE SOUTH
BILLINGS,MT59101 		81-0300497 501(C)3 5,368       2019 ANNUAL DISTRIBUTION
(56) GALLATIN COUNTY TREASURER
311 W MAIN ST RM 103
BOZEMAN,MT597159707 		81-6001363 501(C)3 14,992       2019 ANNUAL DISTRIBUTION
(57) GLACIER SYMPHONY ORCHESTRA AND CHORALE INC
PO BOX 2491
KALISPELL,MT599032491 		81-0413320 501(C)3 9,417       2019 ANNUAL DISTRIBUTION
(58) GLASGOW EVANGELICAL CHURCH
152 ABERDEEN ST
GLASGOW,MT59230 		81-0359599 501(C)3 8,167       2019 ANNUAL DISTRIBUTION
(59) GLASGOW SCOTTIES BOOSTER
PO BOX 735
GLASGOW,MT59230 		20-3402373 501(C)3 10,656       2019 ANNUAL DISTRIBUTION
(60) GOD'S LOVE INC
533 N LAST CHANCE GULCH
HELENA,MT59601 		81-0400234 501(C)3 8,807       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(61) GREAT FALLS COMMUNITY FOOD BANK INC
1620 12TH AVE N
GREAT FALLS,MT59401 		36-3540471 501(C)3 6,000       OPERATING SUPPORT; PROGRAM SUPPORT; GENERAL SUPPORT
(62) GREAT FALLS PUBLIC SCHOOLS FOUNDATION
PO BOX 2429
GREAT FALLS,MT59403 		27-2577990 501(C)3 6,000       GFHS BOYS SOCCER-2,000, GOLF- 2,000, TRACK-2,000
(63) GREAT FALLS RESCUE MISSION
PO BOX 129
GREAT FALLS,MT594030129 		81-6014374 501(C)3 7,199       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(64) GREAT FALLS SYMPHONY ASSOCIATION INC
PO BOX 1078
GREAT FALLS,MT59403 		81-6014907 501(C)3 54,702       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(65) GREATER GALLATIN UNITED WAY INC
945 TECHNOLOGY BLVD STE 101F
BOZEMAN,MT597186859 		81-0384820 501(C)3 29,073       2019 ANNUAL DISTRIBUTION; WHERE MOST NEEDED; GENERAL OPERATING SUPPORT; LITTLE RANGERS LEARNING CENTER IN WEST YELLOWSTONE
(66) GREATER POLSON COMMUNITY FOUNDATION
PO BOX 314
POLSON,MT59860 		26-2883184 501(C)3 53,815       2019 ANNUAL DISTRIBUTION; SPECIAL: GRANT AFTER 2019 ANNUAL DISTRIBUTION
(67) HELENA AREA COMMUNITY FOUNDATION
PO BOX 92
HELENA,MT59624 		81-0536902 501(C)3 51,574       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT-OFFICE RENT; GENERAL OPERATING SUPPORT; HELENA AREA EMERGENCY FUND; GREATER HELENA GIVES 2020; PREP DISASTER TOOLKIT GRANT FOR NEW COMPUTER
(68) HELENA EDUCATION FOUNDATION
PO BOX 792
HELENA,MT59624 		81-0544494 501(C)3 20,452       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(69) HELENA FOOD SHARE INC
PO BOX 943
HELENA,MT59624 		36-3507623 501(C)3 15,611       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(70) HELENA SYMPHONY SOCIETY
PO BOX 1073
HELENA,MT59624 		81-0352076 501(C)3 10,374       2019 ANNUAL DISTRIBUTION
(71) HELENA YOUTH SOCCER ASSOCIATION INC
PO BOX 6972
HELENA,MT59604 		81-0472455 501(C)3 5,310       2019 ANNUAL DISTRIBUTION
(72) HI-LINE HEALTH SERVICE FOUNDATION INC
PO BOX 705
CHESTER,MT59522 		81-0453568 501(C)3 10,000       SUPPLIES, EQUIPMENT TO SERVE RESIDENTS OF LIBERTY COUNT
(73) HINSDALE COOPERATIVE COMMUNITY SCHOLARSHIP FUND
C/O FIRST COMMUNITY BANK
HINSDALE,MT592410127 		81-6001060 501(C)3 5,294       2019 ANNUAL DISTRIBUTION
(74) HOCKADAY MUSEUM OF ART
302 2ND AVE EAST
KALISPELL,MT59901 		81-0303038 501(C)3 5,017       2019 ANNUAL DISTRIBUTION
(75) HOLTER MUSEUM OF ART
12 EAST LAWRENCE STREET
HELENA,MT596014019 		81-0472958 501(C)3 33,911       2019 ANNUAL DISTRIBUTION
(76) HOPA MOUNTAIN FOUNDATION
PO BOX 10892
BOZEMAN,MT59719 		84-1635749 501(C)3 6,242       2019 ANNUAL DISTRIBUTION; INDIGENOUS SCHOLARS OF PROMISE PROGRAM
(77) HUMANE SOCIETY OF WESTERN MONTANA
PO BOX 1059
MISSOULA,MT59806 		81-0290933 501(C)3 11,597       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(78) INDIAN LAW RESOURCE CENTER
602 N EWING ST
HELENA,MT59601 		52-1121079 501(C)3 8,923       2019 ANNUAL DISTRIBUTION
(79) INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES
500 S LAMBORN ST
HELENA,MT59601 		81-0231775 501(C)3 18,710       2019 ANNUAL DISTRIBUTION; WHERE NEEDED MOST; OPERATING SUPPORT
(80) INTERMOUNTAIN PLANNED PARENTHOOD INC
1116 GRAND AVE STE 201
BILLINGS,MT59102 		81-0307201 501(C)3 18,137       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT; PLANNED PARENTHOOD OF MISSOULA-OPERATING SUPPORT; SUPPORT CLINIC IN BILLINGS
(81) INTERNATIONAL CHORAL FESTIVAL INC
PO BOX 8203
MISSOULA,MT59807 		81-0459276 501(C)3 8,171       2019 ANNUAL DISTRIBUTION
(82) INTERNATIONAL HUNTER EDUCATION ASSOCIATION - USA
800 E 73RD AVE UNIT 2
DENVER,CO80229 		37-1145157 501(C)3 7,657       2019 ANNUAL DISTRIBUTION
(83) JEFFERSON VALLEY COMMUNITY FOUNDATION
PO BOX 144
WHITEHALL,MT59759 		46-3196448 501(C)3 10,738       2019 ANNUAL DISTRIBUTION
(84) LARRY AND CINDY BLOCH ALUMNI AND ADVANCEMENT CENTER
300 EAST RIVER ROAD
ROCHESTER,NY146271837 		16-0743209 501(C)3 10,500       SCHAFFER FAMILY SCHOLARSHIP
(85) LEWIS & CLARK FOUNDATION
PO BOX 398
GREAT FALLS,MT59403 		81-0471734 501(C)3 8,303       2019 ANNUAL DISTRIBUTION; LEWIS AND CLARK FESTIVAL
(86) LIBERTY COUNTY MUSEUM ASSOCIATION
PO BOX 476
CHESTER,MT59522 		81-0344759 501(C)3 5,000       UPGRADE DIGITAL DATABASE & INVENTORY RECONCILIATION
(87) LIBERTY VILLAGE ARTS CENTER AND GALLERY
PO BOX 269
CHESTER,MT59522 		81-0364834 501(C)3 7,500       $5,000 EXHIBITS, SHOWINGS, ARTISTS/$2,500 PIANO
(88) MCCONE COUNTY HEALTH CENTER INC
PO BOX 48
CIRCLE,MT59215 		81-0269223 501(C)3 5,000       MCCONE COUNTY HEALTH CENTER SCHOLARSHIP GRANTS PROGRA
(89) MDECINS SANS FRONTIRES USA INC
40 RECTOR ST 16TH FLOOR
NEW YORK,NY100061705 		13-3433452 501(C)3 5,000       OPERATING SUPPORT-DOCTORS WITHOUT BORDERS; OPERATING SUPPORT
(90) MINERAL COUNTY COMMUNITY FOUNDATION
PO BOX 93
SUPERIOR,MT59872 		81-0501990 501(C)3 6,917       2019 ANNUAL DISTRIBUTION
(91) MIRACLE OF AMERICA STORY INC
36094 MEMORY LANE
POLSON,MT59860 		81-0437386 501(C)3 8,138       2019 ANNUAL DISTRIBUTION; WEBSITE CONSTRUCTION
(92) MISSOULA ART MUSEUM
335 NORTH PATTEE ST
MISSOULA,MT59802 		81-0496898 501(C)3 9,916       2019 ANNUAL DISTRIBUTION; THESE FUNDS WILL SUPPORT A PUBLICATION($4,000) AND TRAV; OPERATING SUPPORT
(93) MISSOULA CIVIC SYMPHONY ASSOCIATION
PO BOX 8301
MISSOULA,MT59807 		81-0290730 501(C)3 15,160       2019 ANNUAL DISTRIBUTION; 2019 SYMPHONY IN THE PARK EVENT 8/12/2019; OPERATING SUPPORT
(94) MISSOULA COMMUNITY FOUNDATION
PO BOX 8806
MISSOULA,MT59806 		81-0539830 501(C)3 30,735       2019 ANNUAL DISTRIBUTION; MISSOULA GIVES 2020
(95) MISSOULA FOOD BANK & COMMUNITY CENTER INC
1720 WYOMING ST
MISSOULA,MT59801 		81-0414143 501(C)3 16,403       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT; KIDS EMPOWER PACK; PROGRAM SUPPORT
(96) MONTANA AMATEUR SPORTS INC
PO BOX 7136
BILLINGS,MT59103 		81-0431595 501(C)3 5,000       SUPPORT FOR HEART AND SOLE RUN
(97) MONTANA ARTS COUNCIL
PO BOX 202201
HELENA,MT596202201 		81-6017343 501(C)3 5,000       ARTISTS IN SCHOOLS AND COMMUNITIES GRANTS
(98) MONTANA AUDUBON
PO BOX 595
HELENA,MT59624 		81-0412530 501(C)3 16,972       2019 ANNUAL DISTRIBUTION; NEARBY NATURE AND OUTDOOR CLASSROOMS; GENERAL OPERATING SUPPORT
(99) MONTANA BUDGET AND POLICY CENTER
101 N LAST CHANCE GULCH STE 220
HELENA,MT59601 		80-0624179 501(C)3 5,000       POLICY CHANGE WORK TO SUPPORT WOMEN/GIRLS
(100) MONTANA CONSERVATION CORPS INC
206 N GRAND AVE
BOZEMAN,MT59715 		81-0467431 501(C)3 5,500       OPERATING SUPPORT
(101) MONTANA CONSERVATION CORPS INC
206 N GRAND AVE
BOZEMAN,MT59715 		81-0467431 501(C)3 5,000       OPERATING SUPPORT
(102) MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES
DIRECTORS OFFICE- MT NO KID HUNGRY
HELENA,MT59620 		81-0302402 501(C)3 12,392       FUND THE MONTANA NO KID HUNGRY PROGRAM
(103) MONTANA LAND RELIANCE
PO BOX 355
HELENA,MT59624 		81-0369262 501(C)3 5,691       2019 ANNUAL DISTRIBUTION; GENERAL OPERATING SUPPORT FOR BIG SKY OFFICE
(104) MONTANA LEARNING CENTER AT CANYON FERRY LAKE INC
7653 CANYON FERRY ROAD
HELENA,MT59602 		16-1694479 501(C)3 40,000       2019 ANNUAL DISTRIBUTION; ANNUAL SUPPORT
(105) MONTANA NONPROFIT ASSOCIATION
PO BOX 1744
HELENA,MT59624 		73-1654969 501(C)3 45,828       CENSUS 2020
(106) MONTANA PROFESSIONAL TEACHING FOUNDATION
1232 EAST 6TH AVENUE
HELENA,MT59601 		81-0511792 501(C)3 13,601       2019 ANNUAL DISTRIBUTION
(107) MONTANA RESCUE MISSION
PO BOX 3232
BILLINGS,MT59103 		81-6013963 501(C)3 15,042       WOMEN'S SHELTER FIRE ESCAPE PROJECT; SPECIAL: GRANT AFTER 2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(108) MONTANA STATE UNIVERSITY BILLINGS FOUNDATION
1500 UNIVERSITY DRIVE
BILLINGS,MT59101 		81-0301477 501(C)3 19,512       2019 ANNUAL DISTRIBUTION; ON-CAMPUS SWEAT LODGE
(109) MONTANA STATE UNIVERSITY FOUNDATION
PO BOX 172750
BOZEMAN,MT597172750 		81-6001649 501(C)3 17,038       2019 ANNUAL DISTRIBUTION; SHAKESPEARE IN THE PARKS-HAVRE-SUMMER 2020; UNRESTRICTED; QUARTERBACK CLUB; GREAT FALLS COLLEGE MSU DENTAL HYGIENE PROJ EXPAN
(110) MONTANA WILDERNESS ASSOCIATION INC
80 S WARREN ST
HELENA,MT59601 		51-0198932 501(C)3 7,000       2019 ANNUAL DISTRIBUTION
(111) MONTANA WOMEN VOTE
725 W ALDER ST STE 21
MISSOULA,MT59802 		81-0362732 501(C)3 9,430       FOR WPLI 2020; POILCY-CHANGE WORK TO SUPPORT WOMEN/GIRLS
(112) MUSEUM OF THE ROCKIES
600 WEST KAGY BOULEVARD
BOZEMAN,MT59717 		81-6016828 501(C)3 12,899       2019 ANNUAL DISTRIBUTION
(113) MUSSELSHELL VALLEY COMMUNITY FOUNDATION
PO BOX 713
ROUNDUP,MT59072 		81-0512493 501(C)3 5,000       2019 ANNUAL DISTRIBUTION
(114) NAMI-BILLINGS
3333 2ND AVE N STE 150
BILLINGS,MT59101 		81-0507324 501(C)3 10,000       GENERAL OPERATING
(115) NORTHWEST CHRISTIAN UNIVERSITY
OFFICE OF ADVANCEMENT
EUGENE,OR97401 		93-0433696 501(C)3 6,982       UNFUNDED STUDENT AID-ANNUAL SUPPORT
(116) NOVA CENTER FOR THE PERFORMING ARTS INC
PO BOX 11
BILLINGS,MT591030011 		81-0514788 501(C)3 7,633       2019 ANNUAL DISTRIBUTION; GREATEST NEED
(117) NYE COMMUNITY FOUNDATION
PO BOX 528
NYE,MT59061 		81-0531083 501(C)3 5,000       2019 ANNUAL DISTRIBUTION
(118) OPPORTUNITIES INC
905 1ST AVE N
GREAT FALLS,MT59401 		81-0295813 501(C)3 12,954       OPERATING SUPPORT
(119) OVANDO SCHOOL DISTRICT
PO BOX 176
OVANDO,MT59854 		81-6000809 501(C)3 9,000       2019 ANNUAL DISTRIBUTION; VIDEO-CONFERENCE MUSICAL INSTRUMENT CLASS FOR RURAL S
(120) PARK HILL CONGREGATIONAL UNITED CHURCH OF CHRIST
2600 LEYDEN ST
DENVER,CO80207 		84-0458060 501(C)3 6,000       GENERAL OPERATING SUPPORT; OPERATING BUDGET; PURCHASE OF NEW CHURCH DOOR; REMOTE CHURCH ACTIVITIES
(121) PEACE LUTHERAN CHURCH
203 JACKRABBIT LN
BELGRADE,MT59714 		81-0447163 501(C)3 5,356       GENERAL OPERATING SUPPORT; OPERATING SUPPORT & FOR THOSE IN NEED
(122) PHILIPSBURG AREA EDUCATIONAL FOUNDATION
PO BOX 900
PHILIPSBURG,MT59858 		81-0529195 501(C)3 5,279       2019 ANNUAL DISTRIBUTION
(123) PLYMOUTH CONGREGATIONAL CHURCH
400 SOUTH OAKES
HELENA,MT59601 		81-0298891 501(C)3 9,000       2019 ANNUAL DISTRIBUTION
(124) POVERELLO CENTER INC
PO BOX 7644
MISSOULA,MT59807 		23-7439391 501(C)3 11,257       GENERAL OPERATING SUPPORT
(125) PRICKLY PEAR LAND TRUST
PO BOX 892
HELENA,MT59624 		81-0506868 501(C)3 5,581       2019 ANNUAL DISTRIBUTION; ANNUAL SUPPORT
(126) PUNK WARD COMMITTEE FBO MONTANA CLUB
PO BOX 726
HELENA,MT59624 		81-0169370 501(C)3 5,606       REFURBISHING DINING/OVAL ROOM, BANQUET HALL
(127) RANGE RIDERS INC
435 L P ANDERSON RD
MILES CITY,MT59301 		81-0255838 501(C)3 5,000       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(128) RED ANTS PANTS FOUNDATION
PO BOX 637
WHITE SULPHER SPRINGS,MT59645 		45-1237337 501(C)3 15,832       LEADERSHIP PROGRAMMING FOR RURAL GIRLS.; GIRLS LEADERSHIP PROGRAM
(129) RED LODGE AREA COMMUNITY FOUNDATION
PO BOX 1871
RED LODGE,MT59068 		20-0192255 501(C)3 6,678       2019 ANNUAL DISTRIBUTION
(130) RIVERSTONE HEALTH FOUNDATION
123 S 27TH ST
BILLINGS,MT59101 		35-2332179 501(C)3 9,202       2019 ANNUAL DISTRIBUTION
(131) ROBERTS COMMUNITY FOUNDATION
PO BOX 284
ROBERTS,MT59070 		84-1425182 501(C)3 12,500       2019 ANNUAL DISTRIBUTION
(132) ROCKY MOUNTAIN BIBLE MISSION
1515 FAIRVIEW AVE STE 200
MISSOULA,MT59801 		81-0303852 501(C)3 6,081       CAMP UTMOST POOL, CABIN DOORS, ETC; OPERATING SUPPORT
(133) ROCKY MOUNTAIN COLLEGE
1511 POLY DRIVE
BILLINGS,MT59102 		81-0235407 501(C)3 5,569       2019 ANNUAL DISTRIBUTION
(134) RONALD MCDONALD HOUSE CHARITIES OF EASTERN MONTANA INC
1144 N 30TH STREET
BILLINGS,MT591010124 		81-0400667 501(C)3 5,500       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(135) ROSEBUD COUNTY
PO BOX 47
FORSYTH,MT59327 		81-6001424 501(C)3 10,370       ROSEBUD COMMUNITY CENTER; ROSEBUD COUNTY COUNCIL ON AGING
(136) ROUNDUP MEMORIAL HOSPITAL ASSOCIATION
PO BOX 40
ROUNDUP,MT59072 		81-0245848 501(C)3 15,546       2019 ANNUAL DISTRIBUTION
(137) SAE INTERNATIONAL FOUNDATION
400 COMMONWEALTH DR
WARRENDALE,PA15096 		25-1494402 501(C)3 50,000       AWIM ROCKY MOUNTAIN INITIATIVE
(138) SALVATION ARMY (MILES CITY OFFICE)
C/O PO BOX 1202
MILES CITY,MT59301 		94-1156347 501(C)3 6,500       COATS FOR KIDS-MILES CITY-COAT PROGRAM & TOY
(139) SCHOOL ADMINISTRATORS OF MONTANA
900 N MONTANA STE A-4
HELENA,MT59601 		81-0371541 501(C)3 5,549       2019 ANNUAL DISTRIBUTION
(140) SCHOOL COMMUNITY DEVELOPMENT COUNCIL
PO BOX 629
BROADUS,MT59317 		81-0514945 501(C)3 47,345       2019 ANNUAL DISTRIBUTION
(141) SEELEY LAKE COMMUNITY FOUNDATION
PO BOX 25
SEELEY LAKE,MT59868 		31-1711576 501(C)3 26,283       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT; FOR DIASTER TOOLKIT GRANT
(142) SPAY MONTANA
PO BOX 938
BUTTE,MT59703 		80-0165195 501(C)3 5,670       FOR SPAY/NEUTER /WELLNESS CLINIC ON CROW RESERVATION
(143) SPECIAL OLYMPICS MONTANA INC
710 FIRST AVENUE NORTH
GREAT FALLS,MT59401 		81-0367064 501(C)3 11,000       WHERE NEEDED MOST; MOST NEEDED PER CEO'S RECOMMENDATION; GENERAL OPERATING SUPPORT
(144) ST PETERS HEALTH FOUNDATION
2475 E BROADWAY ST
HELENA,MT59601 		81-0392270 501(C)3 11,641       2019 ANNUAL DISTRIBUTION
(145) STEVENSVILLE COMMUNITY FOUNDATION INC
PO BOX 413
STEVENSVILLE,MT59870 		81-0490459 501(C)3 9,103       2019 ANNUAL DISTRIBUTION
(146) SWAN VIEW COALITION INC
3165 FOOTHILL ROAD
KALISPELL,MT59901 		81-0423034 501(C)3 10,000       TO SUPPORT THE SWAN VALLEY RANGE
(147) THE ANGEL FUND
PO BOX 7436
HELENA,MT59604 		81-0535130 501(C)3 5,977       2019 ANNUAL DISTRIBUTION; GENERAL OPERATING SUPPORT
(148) THE BIG SKY COMMUNITY ORGANIZATION
PO BOX 161404
BIG SKY,MT597161404 		81-0520589 501(C)3 9,000       GENERAL OPERATING SUPPORT
(149) THE FRIENDS OF IRISH STUDIES IN THE WEST
PO BOX 4693
MISSOULA,MT59806 		26-1391012 501(C)3 8,597       2019 ANNUAL DISTRIBUTION
(150) THE MYRNA LOY
15 N EWING ST
HELENA,MT59601 		51-0185430 501(C)3 42,052       2019 ANNUAL DISTRIBUTION; WHERE MOST NEEDED; EVENT SPONSORSHIP; GENERAL OPERATING SUPPORT; MUSIC OF THE MEDICINE LINE
(151) THE SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC
PO BOX 4569
ARCATA,CA95518 		68-0027247 501(C)3 10,000       NATION TO NATION GATHERING OF FRIENDSHIP
(152) TOWN OF WEST YELLOWSTONE
PO BOX 1570
WEST YELLOWSTONE,MT59758 		81-0299400 501(C)3 10,000       COMMUNITY HELP FUND (FOOD BANK)
(153) TOWNSEND K-12 SCHOOL DISTRICT #1
201 NORTH SPRUCE
TOWNSEND,MT59644 		81-6000057 501(C)3 8,500       REPLACE PLAYGROUND DRAINAGE SYSTEM, EQUIPMENT, & SURF; BULLDOGS TO BRITAIN EDUCATIONAL TRIP; SEND STUDENTS TO WASH DC-CLOSE UP PGRM 2021
(154) TRIGG-CM RUSSELL MUSEUM INC
400 13TH STREET NORTH
GREAT FALLS,MT59401 		81-6003526 501(C)3 11,391       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(155) TRINITY LUTHERAN CHURCH
537 GRAND AVE
BILLINGS,MT59101 		81-0300195 501(C)3 5,246       2019 ANNUAL DISTRIBUTION
(156) TUMBLEWEED RUNAWAY PROGRAM INC
505 NORTH 24TH ST
BILLINGS,MT59101 		36-3343886 501(C)3 14,302       2019 ANNUAL DISTRIBUTION; WHERE NEEDED MOST; OPERATING SUPPORT; UNRESTRICTED SUPPORT
(157) ULM FIRE FEE SERVICE AREA
PO BOX 224
ULM,MT59485 		83-0489245 501(C)3 10,549       ULM VOLUNTEER FIRE DEPARTMENT'S NEW FIRE STATION
(158) ULM PUBLIC SCHOOLS
PO BOX 189
ULM,MT59485 		81-6000160 501(C)3 11,648       LUNCH TABLES, FENCE, OR WHERE PRINCIPAL DEEMS NEEDED
(159) UNITED WAY OF CASCADE COUNTY
PO BOX 1343
GREAT FALLS,MT594031343 		81-0304170 501(C)3 14,913       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(160) UNITED WAY OF MISSOULA COUNTY
PO BOX 7395
MISSOULA,MT59807 		81-0287854 501(C)3 8,899       2019 ANNUAL DISTRIBUTION; ANNUAL SUPPORT; COVID19 EMERGENCY FUND
(161) UNITED WAY OF THE LEWIS AND CLARK AREA INC
PO BOX 862
HELENA,MT59624 		81-6017354 501(C)3 16,241       2019 ANNUAL DISTRIBUTION
(162) UNITED WAY OF YELLOWSTONE COUNTY INC
2173 OVERLAND AVE
BILLINGS,MT59102 		81-0287507 501(C)3 24,000       BEST BEGINNINGS EARLY CHILDHOOD WORK
(163) UNIVERSITY CONGREGATIONAL CHURCH
405 UNIVERSITY AVE
MISSOULA,MT598014437 		81-0251572 501(C)3 5,744       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(164) UNIVERSITY OF MONTANA FOUNDATION
PO BOX 7159
MISSOULA,MT59807 		81-0362989 501(C)3 38,502       2019 ANNUAL DISTRIBUTION; QUARTERBACK CLUB-$1,000, ROUNDBALL CLUB-$500, HOOPS CLU; FOR ENDOWMENT-BONNIE HAMILTON MSW SCHOLARSHIP; RUDY & LELA AUTIO FUND IN CERAMICS (ACCT 55M); UNIVERSITY OF MONTANA PRESS; PUBLICATION OF MONTANA ARTIST MONTE DOLACK'S; STUDENT EMERGENCY FUND RETROSPECT; PROGRAM SUPPORT FOR MTPR/KUFM-LOCAL NEWS
(165) UNIVERSITY OF PROVIDENCE
1301 20TH STREET SOUTH
GREAT FALLS,MT59405 		81-0231777 501(C)3 5,981       2019 ANNUAL DISTRIBUTION
(166) UNIVERSITY OF WYOMING FOUNDATION
222 S 22ND ST
LARAMIE,WY82070 		83-0201971 501(C)3 5,800       GRADUATE STIPEND FOR RESEARCH
(167) VALLEY COUNTY COMMUNITY FOUNDATION
PO BOX 304
GLASGOW,MT59230 		81-0526746 501(C)3 42,936       2019 ANNUAL DISTRIBUTION
(168) WATSON CHILDRENS SHELTER INC
4978 BUCKHOUSE LN
MISSOULA,MT59804 		81-0369020 501(C)3 5,160       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(169) WEST YELLOWSTONE FOUNDATION
PO BOX 255
WEST YELLOWSTONE,MT597580255 		81-0494366 501(C)3 126,172       2019 ANNUAL DISTRIBUTION; UNRESTRICTED FUND; ARTISAN GALLERY; THE SIEGEL SCHOLARSHIP AWARDS
(170) WHITEFISH COMMUNITY FOUNDATION
PO BOX 1060
WHITEFISH,MT59937 		81-0533002 501(C)3 12,676       2019 ANNUAL DISTRIBUTION; GREATFISHCHALLENGE-BIGBROBIGSISTERS-FLATHEAD COUNTY
(171) WIBAUX COUNTY NURSING HOME
712 S WIBAUX ST
WIBAUX,MT59353 		81-0392225 501(C)3 6,811       2019 ANNUAL DISTRIBUTION; UPDATING CURRENT PHONE SYSTEM
(172) WOMEN IN ACTION
PO BOX 161143
BIG SKY,MT59716 		20-4166176 501(C)3 6,000       GENERAL OPERATING SUPPORT
(173) WORLD MUSEUM OF MINING INC
PO BOX 33
BUTTE,MT59703 		81-6014901 501(C)3 7,622       2019 ANNUAL DISTRIBUTION
(174) YELLOWSTONE ART MUSEUM
401 N 27TH ST
BILLINGS,MT591011241 		81-6014902 501(C)3 48,487       2019 ANNUAL DISTRIBUTION
(175) YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION INC
PO BOX 80807
BILLINGS,MT59108 		81-0419905 501(C)3 56,233       2019 ANNUAL DISTRIBUTION; UIHLEIN CENTER POOL LINER, OTHER NEEDS
(176) YELLOWSTONE HISTORIC CENTER INC
PO BOX 1299
WEST YELLOWSTONE,MT59758 		81-0521215 501(C)3 10,000       ARCHIVE PROGRAM
(177) YELLOWSTONE RIVER PARKS ASSOCIATION INC
PO BOX 1201
BILLINGS,MT591031201 		36-4096295 501(C)3 6,633       2019 ANNUAL DISTRIBUTION
(178) YELLOWSTONE SENIOR SOCIAL CENTER INC
PO BOX 1592
WEST YELLOWSTONE,MT59758 		41-2129790 501(C)3 5,000       OPERATING SUPPORT
(179) YELLOWSTONE WESTERN HERITAGE CENTER FOUNDATION
2822 MONTANA AVE
BILLINGS,MT59101 		23-7155997 501(C)3 7,300       2019 ANNUAL DISTRIBUTION; GREATEST NEED
(180) YELLOWSTONE WILDLIFE SANCTUARY
PO BOX 675
RED LODGE,MT59068 		81-0422009 501(C)3 7,151       2019 ANNUAL DISTRIBUTION
(181) YOUNG MENS CHRISTIAN ASSOCIATION OF HELENA INC
1200 N LAST CHANCE GULCH
HELENA,MT59601 		81-0231815 501(C)3 13,142       2019 ANNUAL DISTRIBUTION; OPERATING SUPPORT
(182) YWCA OF BILLINGS ENDOWMENT FOUNDATION INC
909 WYOMING AVE
BILLINGS,MT59101 		81-0534954 501(C)3 16,469       2019 ANNUAL DISTRIBUTION; GENERAL OPERATING; SCHOLARSHIP PROGRAM
(183) ZOOMONTANA INC
2100 SOUTH SHILOH ROAD
BILLINGS,MT59106 		81-0411290 501(C)3 10,000       CARE OF ANIMALS
(184) ZOOTOWN ARTS COMMUNITY CENTER
216 W MAIN ST
MISSOULA,MT59802 		80-0253229 501(C)3 250,000       ZOOTOWN ARTS CAPITAL CAMPAIGN
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
184
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) SCHOLARSHIPS FOR POST-SECONDARY EDUCATION 191 483,785      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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: 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.
Schedule I (Form 990) 2019



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1MARY RUTHERFORD
CEO/PRESIDENT 		(i)

(ii)		 167,082
-------------
0 		0
-------------
0 		0
-------------
0 		9,671
-------------
0 		6,680
-------------
0 		183,433
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 76 1,619,679 DAILY AVERAGE OF PRICES
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): THE NUMBER REPORTED IS BASED ON THE NUMBER OF CONTRIBUTIONS RECEIVED.
Schedule M (Form 990) (2019)

Additional Data


Software ID:  
Software Version:  
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF FORM 990 IS SENT TO THE FULL BOARD AND PRESENTED AT THE AUDIT COMMITTEE PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL MEETING, THE BOARD RECEIVES TRAINING ON GOVERNANCE MATTERS, INCLUDING DISCLOSURE OF CONFLICTS OF INTEREST. THE GRANTS COMMITTEE IS REMINDED TO DISCLOSE POTENTIAL CONFLICTS PRIOR TO DISCUSSING AND APPROVING DISCRETIONARY GRANTS.
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. THE ANNUAL PERFORMANCE APPRAISAL CONSIDERS THE CEO'S PERFORMANCE COMPARED TO THE EXPECTATIONS OUTLINED IN THE JOB DESCRIPTION, AND THE GOALS SET FORTH IN THE STRATEGIC PLAN. COMPARABLE COMPENSATION DATA IS USED AND APPROVED BY THE EXECUTIVE COMMITTEE. COMPENSATION DECISIONS FOR KEY OFFICERS ARE THE RESPONSIBILITY OF THE CEO/PRESIDENT. COMPARATIVE SALARY DATA PAID BY SIMILAR ORGANIZATIONS IS CONSIDERED AS PART OF THE COMPENSATION DECISION.
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 -176,085. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 83,571. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -274,700. PASSTHROUGH LOSS FROM K-1S 103,009.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
MONTANA COMMUNITY FOUNDATION INC
 
Employer identification number

81-0450150
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) MCF REAL PROPERTY LLC
33 S LAST CHANCE GULCH SUITE 2A
HELENA,MT59601
47-3656226 		ACCEPT AND LIQUIDATE GIFTED PROPERTY ON BEHALF OF MCF, INC. MT 0 0 MONTANA COMMUNITY FOUNDATION INC
 
(2) 33 S SOUTH LAST CHANCE GULCH LLC
33 S LAST CHANCE GULCH SUITE 2A
HELENA,MT59601
35-2572088 		LLC TO OWN PROPERTY MT 294,417 2,288,869 MONTANA COMMUNITY FOUNDATION INC
 








Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
 
e Loans or loan guarantees by related organization(s) ............................
1e
 
 
f Dividends from related organization(s) ............................
1f
 
 
g Sale of assets to related organization(s) ............................
1g
 
 
h Purchase of assets from related organization(s) ............................
1h
 
 
i Exchange of assets with related organization(s) ............................
1i
 
 
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
 
o Sharing of paid employees with related organization(s) ............................
1o
 
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID:  
Software Version: