TY 2023 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) MARY RUTHERFORD...................................................................... CEO/PRESIDENT	40.00 .................		X	213,532	27,235
(2) JESSICA STEWART-KUNTZ...................................................................... VICE PRESIDENT	40.00 .................		X	124,626	17,440
(3) KACIE TOLLEFSON...................................................................... VICE PRESIDENT	40.00 .................		X	122,864	17,507
(4) CAMI SKINNER...................................................................... BOARD CHAIR	2.00 .................	X	X	0	0
(5) TOM MCGREE...................................................................... VICE CHAIR	2.00 .................	X	X	0	0
(6) DAN MCLEAN...................................................................... TREASURER	2.00 .................	X	X	0	0
(7) KAREN LATKA...................................................................... SECRETARY	2.00 .................	X	X	0	0
(8) KELLY BRUGGEMAN...................................................................... PAST CHAIR (THRU 12/23)	2.00 .................	X		0	0
(9) ANGIE MAIN...................................................................... DIRECTOR	2.00 .................	X		0	0
(10) JO ANN EDER...................................................................... DIRECTOR	2.00 .................	X		0	0
(11) MARY ANN PHIPPS...................................................................... DIRECTOR	2.00 .................	X		0	0
(12) GREG HANSON...................................................................... DIRECTOR	2.00 .................	X		0	0
(13) TAWNYA RUPE MRAZ...................................................................... DIRECTOR (THRU 12/23)	2.00 .................	X		0	0
(14) LEONARD SMITH...................................................................... DIRECTOR	2.00 .................	X		0	0
(15) SHANE DOYLE...................................................................... DIRECTOR	2.00 .................	X		0	0
(16) KENNY SMOKER JR...................................................................... DIRECTOR	2.00 .................	X		0	0
(17) SHEILA RICE...................................................................... DIRECTOR	2.00 .................	X		0	0

- TIN:

SCHEDULE A
(Form 990)

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

2023

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.)

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

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

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

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

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

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

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

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

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

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

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2023

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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	9,330,235	13,038,983	14,831,337	9,593,868	12,279,085	59,073,508
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	9,330,235	13,038,983	14,831,337	9,593,868	12,279,085	59,073,508
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) ..						4,451,110
6	Public support. Subtract line 5 from line 4.						54,622,398

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..	9,330,235	13,038,983	14,831,337	9,593,868	12,279,085	59,073,508
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,630,099	1,830,603	1,831,552	1,892,344	2,001,883	9,186,481
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.)..	59,390	52,694	67,216	42,281	18,718	240,299
11	Total support. Add lines 7 through 10						68,500,288

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

10,468,765

First 5 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

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

79.740 %

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

75.000 %

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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

Schedule A (Form 990) 2023

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)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(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 on 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.)..

First 5 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

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, 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 2023. 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 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

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 - 2019 AMOUNT: $ 59,390. 2020 AMOUNT: $ 52,694. 2021 AMOUNT: $ 67,216. 2022 AMOUNT: $ 42,281. 2023 AMOUNT: $ 18,718.
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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

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

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization MONTANA COMMUNITY FOUNDATION INC

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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

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) (2023)

Schedule B (Form 990) (2023)

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

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

right arrow

Complete if the organization is described below. 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

2022

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.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ right arrow

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... right arrow

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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.

Cat. No. 50084S

Schedule C (Form 990) 2022

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 right arrow

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check right arrow

if the filing organization checked box A and "limited control" provisions apply.

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
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	0
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	0
d	Other exempt purpose expenditures ...............................................................................	14,805,586
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	14,805,586
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	890,279
	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) .................................................	222,570
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? ...................................................................................................................		Yes No

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) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount	681,544	741,960	766,887	890,279	3,080,670

b	Lobbying ceiling amount (150% of line 2a, column(e))					4,621,005

c	Total lobbying expenditures	5,000		30,000	0	35,000

d	Grassroots nontaxable amount	170,386	185,490	191,722	222,570	770,168

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,155,252

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2022

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

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

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 .........	177	75
2	Aggregate value of contributions to (during year)	3,199,249	1,586,012
3	Aggregate value of grants from (during year)	2,584,898	1,169,961
4	Aggregate value at end of year ........	46,880,999	25,178,392

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

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

Number of states where property subject to conservation easement is located right arrow

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

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

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

Yes No

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

Part III

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

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.

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 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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

Part V

Endowment Funds.
Complete if the organization answered "Yes" 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 ....	138,127,643	127,541,234	128,362,212	92,492,406	88,126,179
b	Contributions ...	6,908,080	5,056,837	20,155,817	10,313,157	6,580,545
c	Net investment earnings, gains, and losses	18,858,789	12,753,898	-14,700,113	30,925,436	2,277,347
d	Grants or scholarships ...	7,425,513	7,015,601	6,038,245	5,169,571	2,876,875
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....	206,101	208,725	238,437	199,216	1,614,790
g	End of year balance ......	156,262,898	138,127,643	127,541,234	128,362,212	92,492,406

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100.000 %

Term endowment right arrow

0 %

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

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

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

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

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

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" 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	583,080	1,784,543
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,784,543

Schedule D (Form 990) 2022

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	181,729,362	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	181,729,362

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

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
CHARITABLE REMAINDER UNITRUSTS	94,796
FUNDS HELD AS AGENCY ENDOWMENTS	14,565,793
CHARITABLE AND DEFERRED GIFT ANNUITIES	4,986,101






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	19,646,690
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) 2022

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	31,375,034
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	18,558,591
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	199,285
e	Add lines 2a through 2d .....................			2e	18,757,876
3	Subtract line 2e from line 1..................			3	12,617,158
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	374,780
b	Other (Describe in Part XIII.) ...........	4b	4,802,900
c	Add lines 4a and 4b....................			4c	5,177,680
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	17,794,838

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	11,953,958
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	179,077
e	Add lines 2a through 2d....................			2e	179,077
3	Subtract line 2e from line 1...................			3	11,774,881
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	374,780
b	Other (Describe in Part XIII.) ...........	4b	2,655,925
c	Add lines 4a and 4b.....................			4c	3,030,705
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	14,805,586

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, 2024 AND 2023, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSES 179,077. PASSTHROUGH INCOME 20,208.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	AGENCY ENDOWMENT FUND ACTIVITY 2,188,874. COMMUNITY IMPACT FEE 1,879,655. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 705,970. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND 28,401.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	RENTAL EXPENSES 179,077.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	MANAGEMENT FEES 2,044,800. AGENCY ENDOWMENT FUND ACTIVITY 611,125.

Schedule D (Form 990) 2022

Additional Data

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- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right arrow

Attach to Form 990. Right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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)	(f) Total expenditures for and investments in the region
	CENTRAL AMERICA AND THE CARIBBEAN	0	0	INVESTMENTS	16,320,982
	EUROPE	0	0	INVESTMENTS	3,650,000















3a	Sub-total ....	0	0		19,970,982
b	Total from continuation sheets to Part I ...	0	0		0
c	Totals (add lines 3a and 3b)	0	0		19,970,982

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2023

Schedule F (Form 990) 2023

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 .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2023

Schedule F (Form 990) 2023Page 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) 2023

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2023

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.

Schedule F (Form 990) 2023

Additional Data

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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

2023

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

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

Yes No

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

Part II

Grants and Other Assistance to 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	(h) Purpose of grant or assistance
(1) ABSAROKEE COMMUNITY FOUNDATION PO BOX 72 ABSAROKEE,MT59001	73-1658638	501(C)(3)	21,394	ANNUAL DISTRIBUTION
(2) ACLU OF MONTANA FOUNDATION INC P O BOX 1317 HELENA,MT59624	81-0445339	501(C)(3)	6,215	ANNUAL DISTRIBUTION
(3) ALBERTA BAIR THEATER CORPORATION PO BOX 1556 BILLINGS,MT591031556	81-0406157	501(C)(3)	45,196	ANNUAL DISTRIBUTION
(4) ALLIANCE FOR THE WILD ROCKIES PO BOX 505 HELENA,MT59624	81-0455740	501(C)(3)	9,337	ANNUAL DISTRIBUTION
(5) ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC 225 N MICHIGAN AVE CHICAGO,IL60601	13-3039601	501(C)(3)	13,687	ANNUAL DISTRIBUTION
(6) AMERICAN CANCER SOCIETY - MONTANA 3000 15H AVE S GREAT FALLS,MT59405	13-1788491	501(C)(3)	5,395	ANNUAL DISTRIBUTION
(7) AMERICAN INDIAN INSTITUTE 502 W MENDENHALL ST BOZEMAN,MT597153451	81-0339551	501(C)(3)	54,834	ANNUAL DISTRIBUTION
(8) AMERICAN PRAIRIE FOUNDATION PO BOX 908 BOZEMAN,MT597710908	81-0541893	501(C)(3)	40,000	GENERAL SUPPORT
(9) AMERICAN RED CROSS PO BOX 37839 BOONE,IA50037	53-0196605	501(C)(3)	6,000	EMERGENCY SUPPORT SERVICES
(10) ANACONDA PCA FAMILY RESOURCE CENTER PO BOX 1179 ANACONDA,MT59711	81-0453993	501(C)(3)	25,000	GENERAL SUPPORT
(11) ANIMEALS 1700 RANKIN ST MISSOULA,MT598081630	20-4694132	501(C)(3)	5,500	GENERAL SUPPORT
(12) APOSTLES LUTHERAN CHURCH 3140 BROADWATER AVE BILLINGS,MT591024404	81-6035157	501(C)(3)	51,671	BUILDING LOAN
(13) ARCHIE BRAY FOUNDATION 2915 COUNTRY CLUB AVE HELENA,MT596029240	81-0284022	501(C)(3)	8,437	ANNUAL DISTRIBUTION
(14) ARLEE COMMUNITY DEVELOPMENT CORPORATION PO BOX 452 ARLEE,MT598210452	77-0591042	501(C)(3)	45,000	GENERAL SUPPORT
(15) ASPEN-ABUSE SUPPORT &PREVENTION EDUCATION NTWK PO BOX 653 LIVINGSTON,MT59047	81-0534941	501(C)(3)	25,000	FUNDING FOR DIRECT SERVICE WORK
(16) BAKER CHAMBER OF COMMERCE AND AGRICULTURE PO BOX 849 BAKER,MT59313	27-1559645	501(C)(3)	31,980	FUNDING FOR EQUIPMENT
(17) BEACON COMMUNITY FOUNDATION INC PO BOX 726 SCOBEY,MT592630726	81-0498333	501(C)(3)	12,402	ANNUAL DISTRIBUTION
(18) BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 590 RED LODGE,MT590680590	81-0484562	501(C)(3)	5,069	ANNUAL DISTRIBUTION
(19) BENEFIS HEALTH SYSTEM FOUNDATION INC PO BOX 7008 GREAT FALLS,MT594067008	81-0480587	501(C)(3)	15,576	GIFT OF LIFE HOUSING REMODEL
(20) BIG BROTHERS BIG SISTERS OF CENTRAL MONTANA 18 6TH STREET NORTH STE 26 GREAT FALLS,MT59401	23-7138696	501(C)(3)	5,046	ANNUAL DISTRIBUTION
(21) BIGFORK CENTER FOR THE PERFORMING ARTS FOUNDATION PO BOX 1230 BIGFORK,MT599111230	81-0424706	501(C)(3)	35,574	ANNUAL DISTRIBUTION
(22) BIGHORN BASIN PALEONTOLOGICAL INSTITUTE 3959 WELSH RD SUITE 208 WILLOW GROVE,PA19090	81-3350752	501(C)(3)	13,837	ANNUAL DISTRIBUTION
(23) BIGHORN VALLEY HEALTH CENTER INC 10 WEST 4TH ST B HARDIN,MT59034	27-3113428	501(C)(3)	25,000	RENOVATE MILLIGAN BUILDING
(24) BILLINGS CATHOLIC SCHOOLS PO BOX 31158 BILLINGS,MT59107	81-0342894	501(C)(3)	5,500	WRESTLING MAT FOR HOME DUALS
(25) BILLINGS COMMUNITY FOUNDATION 404 N 30TH ST BILLINGS,MT59101	20-4286919	501(C)(3)	26,491	ANNUAL DISTRIBUTION
(26) BILLINGS DIST COUNCIL-SOCIETY OF ST VINCENT DE PAUL 3005 1ST AVENUE S BILLINGS,MT59101	91-0879988	501(C)(3)	50,000	RENT, UTILITIES, RECOVERY HOUSING FEES
(27) BILLINGS FOOD BANK INC PO BOX 1158 BILLINGS,MT591031158	36-3519470	501(C)(3)	6,613	ANNUAL DISTRIBUTION
(28) BILLINGS GOLDEN K KIWANIS FOUNDATION PO BOX 20203 BILLINGS,MT591040203	84-1405699	501(C)(3)	5,294	ANNUAL DISTRIBUTION
(29) BILLINGS STUDIO THEATRE INC 1500 RIMROCK RD BILLINGS,MT591020742	81-0293924	501(C)(3)	8,676	ANNUAL DISTRIBUTION
(30) BILLINGS SYMPHONY SOCIETY 2820 2ND AVE N BILLINGS,MT591012037	23-7083873	501(C)(3)	6,241	ANNUAL DISTRIBUTION
(31) BITTERROOT EARLY LEARNING NETWORK 201 S 8TH ST HAMILTON,MT59840	36-3630200	501(C)(3)	55,000	INCREASE ACCESS AND ENHANCE QUALITY OF CHILDCARE
(32) BLACKFEET RESERVATION DEVELOPMENT FUND INC PO BOX 730 BROWNING,MT59417	36-3784925	501(C)(3)	27,055	ANNUAL DISTRIBUTION
(33) BLACKFEET TRIBE PO BOX 850 BROWNING,MT594170850	81-0212955	501(C)(3)	7,483	ANNUAL DISTRIBUTION
(34) BOY SCOUTS OF AMERICA MONTANA COUNCIL 2409 ARNOLD LN BILLINGS,MT59102	81-0343177	501(C)(3)	7,786	ANNUAL DISTRIBUTION
(35) BOYS & GIRLS CLUB OF FLATHEAD RESERVATION & LAKE CO PO BOX 334 RONAN,MT598640334	81-0515029	501(C)(3)	10,447	ANNUAL DISTRIBUTION
(36) BOYS & GIRLS CLUB OF YELLOWSTONE COUNTY 505 ORCHARD LN BILLINGS,MT591015027	81-0308003	501(C)(3)	20,000	SCHOLARSHIPS & STEM CENTER
(37) BOYS AND GIRLS CLUB NORTHERN CHEYENNE NATION PO BOX 309 LAME DEER,MT590430309	36-3945776	501(C)(3)	130,347	GENERAL SUPPORT
(38) BOYS AND GIRLS CLUB OF CASCADE COUNTY 600 1ST AVE SW GREAT FALLS,MT59404	81-0475269	501(C)(3)	33,225	ANNUAL DISTRIBUTION
(39) BOYS AND GIRLS CLUB OF RED LODGE & THE BEARTOOTH FRONT INC PO BOX 11 RED LODGE,MT590680011	81-0493132	501(C)(3)	5,015	ANNUAL DISTRIBUTION
(40) BOZEMAN PUBLIC LIBRARY FOUNDATION INC 104 EAST MAIN STE 307 BOZEMAN,MT59715	81-0405940	501(C)(3)	17,184	ANNUAL DISTRIBUTION
(41) BOZEMAN PUBLIC SCHOOLS FOUNDATION PO BOX 1803 BOZEMAN,MT597711803	20-1645473	501(C)(3)	6,148	ANNUAL DISTRIBUTION
(42) BOZEMAN SYMPHONY SOCIETY 1822 W LINCOLN STE 3 BOZEMAN,MT59715	81-6019534	501(C)(3)	26,729	CHILDREN'S PROGRAMMING AND GENERAL SUPPORT
(43) BREAD BASKET INC PO BOX 346 RONAN,MT59864	81-0458935	501(C)(3)	25,000	PURCHASE OF FOOD
(44) BREAD OF LIFE CHURCH 3135 LYNN AVENUE BILLINGS,MT59102	88-4087765	501(C)(3)	50,000	GENERAL SUPPORT
(45) BRIDGERCARE 1288 N 14TH AVE STE 201 BOZEMAN,MT59715	81-0363189	501(C)(3)	52,496	RURAL ACCESS TO SEXUAL/REPRODUCTIVE HEALTHCARE
(46) BROADWATER PRODUCTIONS INC (GRANDSTREET THEATRE) 325 NORTH PARK AVE HELENA,MT59601	81-0357843	501(C)(3)	11,052	ANNUAL DISTRIBUTION
(47) BUTTE EMERGENCY FOOD BANK 1019 E 2ND ST BUTTE,MT597012984	81-0469563	501(C)(3)	6,299	ANNUAL DISTRIBUTION
(48) BUTTE NATIVE WELLNESS CENTER 55 E GALENA ST BUTTE,MT59701	86-2382508	501(C)(3)	50,000	YOUTH PROGRAM DEVELOPMENT
(49) BUTTE-SILVER BOW COMMUNITY FOUNDATION PO BOX 430 BUTTE,MT59703	27-3492133	501(C)(3)	7,477	ANNUAL DISTRIBUTION
(50) CARTER COUNTY GEOLOGICAL SOCIETY PO BOX 445 EKALAKA,MT593240445	81-6012684	501(C)(3)	63,468	VETERANS PARK
(51) CATHOLIC MEDICAL MISSION BOARD INC 33-01 11TH STREET LONG ISLAND CITY,NY11106	13-5602319	501(C)(3)	6,000	GENERAL SUPPORT
(52) CATHOLIC RELIEF SERVICES INC 228 WEST LEXINGTON STREET BALTIMORE,MD21201	13-5563422	501(C)(3)	6,000	SUPPORT FOR UKRAINE AND REFUGEES
(53) CENTER FOR MENTAL HEALTH PO BOX 1653 GREAT FALLS,MT59403	81-0347441	501(C)(3)	5,566	ANNUAL DISTRIBUTION
(54) CENTRAL MONTANA COMMUNITY CUPBOARD INC PO BOX 194 LEWISTOWN,MT59457	36-3342406	501(C)(3)	10,000	FOOD SECURITY PROJECT
(55) CHIEF CLIFF FIRE SERVICE AREA PO BOX 18 DAYTON,MT59914	01-0762420	501(C)(3)	35,000	PURCHASE TYPE 6 FIRE TRUCK
(56) CITY OF FORSYTH PO BOX 226 FORSYTH,MT593270226	81-6001263	501(C)(3)	11,581	SWIMMING POOL, DIVING BOARD, AND COLD PLUNGE TUB
(57) CODE GIRLS UNITED PO BOX 8272 KALISPELL,MT59904	83-1174058	501(C)(3)	25,000	GENERAL SUPPORT
(58) COLSTRIP SPORTSMENS CLUB PO BOX 893 COLSTRIP,MT593230893	92-1733666	501(C)(3)	8,000	GENERAL SUPPORT
(59) COLUMBUS COMMUNITY FOUNDATION PO BOX 462 COLUMBUS,MT590190462	47-4302357	501(C)(3)	9,440	ANNUAL DISTRIBUTION
(60) COMMUNITY FOUNDATION FOR A BETTER BIGFORK PO BOX 486 BIGFORK,MT59911	23-7067099	501(C)(3)	20,888	ANNUAL DISTRIBUTION
(61) COMMUNITY LEADERSHIP & DEVELOPMENT INC PO BOX 3381 BILLINGS,MT591033381	81-0397424	501(C)(3)	10,331	ANNUAL DISTRIBUTION
(62) CONVENT KEEPERS 1411 LEIGHTON BLVD MILES CITY,MT59301	27-0861744	501(C)(3)	28,000	PAINT WINDOWS, INSTALL STORM WINDOWS, UPGRADE ELECTRICAL
(63) COUTTS-SWEET GRASS LIONS CLUB PO BOX 722 SUNBURST,MT59482	81-0490583	501(C)(3)	8,000	COMMUNITY PARKS PROJECT
(64) CUSTER COUNTY FOOD BANK INC 15 NORTH 8TH STREET MILES CITY,MT59301	81-0541769	501(C)(3)	42,220	GENERAL SUPPORT
(65) CUSTER COUNTY RURAL VOLUNTEER FIRE COMPANY 1010 MAIN ST STE 2 MILES CITY,MT59301	81-0540843	501(C)(3)	9,000	PURCHASE SLIDE-IN FIREFIGHTER TANK
(66) CUSTER COUNTY SHERIFFS PROTECTIVE ASSOCIATION 1010 MAIN ST MILES CITY,MT59301	92-2288319	501(C)(3)	15,000	PURCHASE PPE FOR RESERVE UNIT
(67) DAHL MEMORIAL HEALTHCARE ASSOCIATION PO BOX 46 EKALAKA,MT593240046	81-0264548	501(C)(3)	13,577	ANNUAL DISTRIBUTION
(68) DEER LODGE FOOD PANTRY PO BOX 285 DEER LODGE,MT597220285	41-2123009	501(C)(3)	5,339	ANNUAL DISTRIBUTION
(69) DOMESTIC AND SEXUAL VIOLENCE SERVICES OF CARBON COUNTY PO BOX 314 RED LODGE,MT590680314	20-2358889	501(C)(3)	10,000	GENERAL SUPPORT
(70) EAGLE MOUNT OF BOZEMAN 6901 GOLDENSTEIN LN BOZEMAN,MT597158005	84-1383214	501(C)(3)	23,161	HOSEMANSHIP EDUCATION CENTER ENDOWMENT
(71) EASTERN MONTANA ECONOMIC DEVELOPMENT AUTHORITY PO BOX 53 BAKER,MT59313	36-4587061	501(C)(3)	37,051	PLAYGROUND EQUIPMENT AND LITTLE LEAGUE BASEBALL PARK
(72) EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS 415 N 30TH ST BILLINGS,MT59101	81-0452904	501(C)(3)	30,207	GENERAL SUPPORT
(73) EMERSON CENTER FOR ARTS AND CULTURE 111 S GRAND AVE BOZEMAN,MT59715	81-0478307	501(C)(3)	5,258	ANNUAL DISTRIBUTION
(74) FALLON COUNTY MENTAL HEALTH COUNCIL PO BOX 244 BAKER,MT59313	88-0906668	501(C)(3)	50,000	CATALYST FOR CHANGE PROGRAM
(75) FAMILY PROMISE OF GALLATIN VALLEY INC 1603 TSCHACHE LANE BOZEMAN,MT59718	11-3739588	501(C)(3)	15,000	PRESCHOOL AND GENERAL SUPPORT
(76) FAST BLACKFEET 108 2ND ST NW BROWNING,MT59417	81-3755269	501(C)(3)	75,000	IMPROVE FOOD SECURITY
(77) FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST 310 N 27TH ST BILLINGS,MT591011236	81-0231776	501(C)(3)	10,000	GREEN SPACE & PLAYGROUND
(78) FIVE VALLEYS LAND TRUST INC 120 HICKORY ST STE B MISSOULA,MT59801	23-7182055	501(C)(3)	21,035	ANNUAL DISTRIBUTION
(79) FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION INC 777 GRANDVIEW DR KALISPELL,MT599012622	81-0365752	501(C)(3)	23,213	ANNUAL DISTRIBUTION
(80) FOREVER FORSYTH INC PO BOX 65 FORSYTH,MT59327	99-1956653	501(C)(3)	10,000	GENERAL SUPPORT
(81) FORSYTH PUBLIC SCHOOLS PO BOX 319 FORSYTH,MT593270319	81-6000897	501(C)(3)	41,130	PLAYGROUND FENCING AND PORTABLE BLEACHERS
(82) FORT PECK FINE ARTS COUNCIL PO BOX 973 GLASGOW,MT592300973	81-0306649	501(C)(3)	18,077	ANNUAL DISTRIBUTION
(83) FOUNDATION FOR ANIMALS PO BOX 389 HELENA,MT59624	55-0911292	501(C)(3)	7,853	ANNUAL DISTRIBUTION
(84) FRANK HERVEY COOK TRUST PO BOX 1678 HELENA,MT596241678	81-6032266	501(C)(3)	5,675	ANNUAL DISTRIBUTION
(85) FRIENDS OF FMC FOUNDATION PO BOX 820 BAKER,MT59313	43-1975486	501(C)(3)	15,512	NEW EQUIPMENT
(86) FRIENDS OF MONTANA SHAKESPEARE IN THE PARKS PO BOX 174120 BOZEMAN,MT59717	84-3393904	501(C)(3)	5,674	PROGRAMMING IN ROSEBUD COUNTY
(87) FRIENDS OF PUBLIC RADIO INC 1500 UNIVERSITY DR BILLINGS,MT591010245	81-0402593	501(C)(3)	10,208	ANNUAL DISTRIBUTION
(88) FRIENDS OF THE CHILDREN - MONTANA 400 W BROADWAY SUITE 101 PMB 116 MISSOULA,MT59801	86-3594655	501(C)(3)	60,000	MENTORING SERVICES AND MENTAL HEALTH CRISIS SUPPORT
(89) FRIENDS OF THE PIONEER MUSEUM INC PO BOX 975 GLASGOW,MT592300975	81-0479627	501(C)(3)	22,592	ANNUAL DISTRIBUTION
(90) FRIENDSHIP HOUSE OF CHRISTIAN SERVICE INC 3123 8TH AVE S BILLINGS,MT591013939	81-0300497	501(C)(3)	5,826	ANNUAL DISTRIBUTION
(91) GALLATIN VALLEY LAND TRUST PO BOX 7021 BOZEMAN,MT597717021	81-0464513	501(C)(3)	26,505	GENERAL SUPPORT
(92) GLACIER SYMPHONY ORCHESTRA AND CHORALE INC PO BOX 2491 KALISPELL,MT599032491	81-0413320	501(C)(3)	10,230	ANNUAL DISTRIBUTION
(93) GLASGOW EVANGELICAL CHURCH 152 ABERDEEN ST GLASGOW,MT592302104	81-0359599	501(C)(3)	9,273	ANNUAL DISTRIBUTION
(94) GLASGOW SCOTTIES BOOSTER CLUB PO BOX 735 GLASGOW,MT59230	20-3402373	501(C)(3)	12,919	ANNUAL DISTRIBUTION
(95) GOD'S LOVE INC 533 N LAST CHANCE GULCH HELENA,MT596013346	81-0400234	501(C)(3)	20,686	GENERAL SUPPORT
(96) GREAT FALLS PUBLIC LIBRARY FOUNDATION PO BOX 742 GREAT FALLS,MT594030742	23-7295568	501(C)(3)	5,370	LIBRARY REMODEL
(97) GREAT FALLS SYMPHONY ASSOCIATION INC PO BOX 1078 GREAT FALLS,MT594031078	81-6014907	501(C)(3)	58,502	ANNUAL DISTRIBUTION
(98) GREATER GALLATIN UNITED WAY INC 945 TECHNOLOGY BLVD STE 101F BOZEMAN,MT597186859	81-0384820	501(C)(3)	18,533	ANNUAL DISTRIBUTION
(99) GREATER POLSON COMMUNITY FOUNDATION INC PO BOX 314 POLSON,MT598600314	26-2883184	501(C)(3)	94,804	ANNUAL DISTRIBUTION
(100) HARVEST FOOD PANTRY INC 12 N CENTRAL AVE CUT BANK,MT59427	81-0467593	501(C)(3)	10,000	GENERAL SUPPORT
(101) HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION 318-20 NORTH LAST CHANCE GULCH STE 2C HELENA,MT596015019	81-0436517	501(C)(3)	105,019	HOME VISITING COALITION, CAR SEATS, & SLEEP KITS FOR INFANTS
(102) HELENA AREA COMMUNITY FOUNDATION PO BOX 92 HELENA,MT596240092	81-0536902	501(C)(3)	55,004	ANNUAL DISTRIBUTION
(103) HELENA AREA HABITAT FOR HUMANITY PO BOX 459 HELENA,MT596240459	81-0476317	501(C)(3)	50,000	CRITICAL HOME REPAIRS
(104) HELENA EDUCATION FOUNDATION PO BOX 792 HELENA,MT596240792	81-0544494	501(C)(3)	27,879	ANNUAL DISTRIBUTION
(105) HELENA FOOD SHARE INC PO BOX 943 HELENA,MT596240943	36-3507623	501(C)(3)	46,490	TEACHING KITCHEN EQUIPMENT & GENERAL SUPPORT
(106) HELENA INDIAN ALLIANCE 501 EUCLID AVE HELENA,MT59601	81-0304870	501(C)(3)	25,000	FOOD PANTRY & TRIBAL ASSISTANCE PROGRAM
(107) HELENA SYMPHONY SOCIETY 2 N LAST CHANCE GULCH STE 100 HELENA,MT596014143	81-0352076	501(C)(3)	11,942	ANNUAL DISTRIBUTION
(108) HELENA YOUTH SOCCER ASSOCIATION INC 2601 BROADWAY HELENA,MT59601	81-0472455	501(C)(3)	5,759	ANNUAL DISTRIBUTION
(109) HEROES AND HORSES INC PO BOX 1067 MANHATTAN,MT597411067	46-4639973	501(C)(3)	12,181	GENERAL SUPPORT
(110) HINSDALE COOPERATIVE COMMUNITY SCHOLARSHIP FUND PO BOX 127 HINSDALE,MT592410127	81-6001060	501(C)(3)	5,746	ANNUAL DISTRIBUTION
(111) HOCKADAY MUSEUM OF ART 302 2ND AVE E KALISPELL,MT599014942	81-0303038	501(C)(3)	5,561	ANNUAL DISTRIBUTION
(112) HOLTER MUSEUM OF ART 12 E LAWRENCE ST HELENA,MT596014019	81-0472958	501(C)(3)	38,197	ANNUAL DISTRIBUTION
(113) HUMAN RESOURCE DEV COUNCIL OF DISTRICT IX INC 32 S TRACY AVE BOZEMAN,MT597154659	81-0350886	501(C)(3)	50,000	EMERGENCY SHELTER, TRANSITIONAL AND SUPPORTIVE HOUSING
(114) HUMANE SOCIETY OF WESTERN MONTANA PO BOX 1059 MISSOULA,MT598061059	81-0290933	501(C)(3)	11,337	ANNUAL DISTRIBUTION
(115) HUMANITIES MONTANA 311 BRANTLY MISSOULA,MT598120001	23-7357909	501(C)(3)	5,450	ANNUAL DISTRIBUTION
(116) IMAGINEIF LIBRARY FOUNDATION 247 1ST AVE EAST KALISPELL,MT59901	81-0460195	501(C)(3)	10,000	GENERAL SUPPORT
(117) INDIAN FAMILY HEALTH CLINIC OF GREAT FALLS INC 1220 CENTRAL AVE STE B GREAT FALLS,MT59401	81-0542869	501(C)(3)	45,000	ENHANCE CULTURAL WELLNESS
(118) INDIAN LAW RESOURCE CENTER 602 N EWING ST HELENA,MT596013603	52-1121079	501(C)(3)	9,683	ANNUAL DISTRIBUTION
(119) INTERMOUNTAIN 500 S LAMBORN ST HELENA,MT596015417	81-0231775	501(C)(3)	17,083	ANNUAL DISTRIBUTION
(120) INTERMOUNTAIN PLANNED PARENTHOOD INC 1643 LEWIS AVE STE 211 BILLINGS,MT591024151	81-0307201	501(C)(3)	15,763	ADVOCACY AND OPERATIONS SUPPORT
(121) INTERNATIONAL CHORAL FESTIVAL INC PO BOX 8203 MISSOULA,MT598078203	81-0459276	501(C)(3)	12,009	ANNUAL DISTRIBUTION
(122) INTERNATIONAL HUNTER EDUCATION ASSOCIATION - USA PO BOX 1320 LOLO,MT598471320	37-1145157	501(C)(3)	8,315	ANNUAL DISTRIBUTION
(123) INTERNATIONAL SHRINE HEADQUARTERSSHRINERS HOSPITALS 2900 N ROCKY POINT DR TAMPA,FL33607	04-2121377	501(C)(3)	23,561	GENERAL SUPPORT
(124) JEFFERSON VALLEY COMMUNITY FOUNDATION PO BOX 144 WHITEHALL,MT597590144	46-3196448	501(C)(3)	14,228	ANNUAL DISTRIBUTION
(125) KEEP MILES CITY BEAUTIFUL 909 MAIN ST MILES CITY,MT59301	90-0622503	501(C)(3)	18,068	REHAB HISTORIC GAZEBO AND STORAGE SHED
(126) KIWANIS FOUNDATION OF MONTANA PO BOX 10878 KALISPELL,MT59935	81-0465739	501(C)(3)	20,000	ADA PLAYGROUND MUSIC EQUIPMENT
(127) LAKEVIEW LADIES ASSOCIATION PO BOX 1274 BAKER,MT59313	87-3259423	501(C)(3)	25,000	REPAIR PATIO AT GOLF COURSE
(128) LAUREL MONTANA COMMUNITY FOUNDATION INC PO BOX 1138 LAUREL,MT590441138	47-3756434	501(C)(3)	12,076	ANNUAL DISTRIBUTION
(129) LEWIS & CLARK FOUNDATION 4201 GIANT SPRINGS RD GREAT FALLS,MT59405	81-0471734	501(C)(3)	11,499	STUDENT INTERNSHIP PROGRAM
(130) LEWIS & CLARK LIBRARY FOUNDATION 120 S LAST CHANCE GULCH HELENA,MT596014165	81-0419768	501(C)(3)	5,668	ANNUAL DISTRIBUTION
(131) LIBBY FOOD PANTRY PO BOX 311 LIBBY,MT599230311	81-0418833	501(C)(3)	13,000	BACKPACK AND CENTRAL HIGH SCHOOL PANTRY
(132) LIMITLESS KIDS MONTANA INC 3375 GREGORY DR W BILLINGS,MT59102	92-3857212	501(C)(3)	8,000	SELF-CONTAINED CLASSROOM AT SENIOR HIGH
(133) LITTLE RANGERS LEARNING CENTER 420 YELLOWSTONE AVE WEST YELLOWSTONE,MT59758	81-4256779	501(C)(3)	10,000	GENERAL SUPPORT
(134) MAUI UNITED WAY INC 95 MAHALANI STREET SUITE 24 WAILUKU,HI96793	99-0086524	501(C)(3)	6,000	FIRE DAMAGE AND GENERAL SUPPORT
(135) MESSENGERS FOR HEALTH PO BOX 940 CROW AGENCY,MT59022	27-0566321	501(C)(3)	15,000	HEALTHCARE TRANSPORTATION PROGRAM
(136) MILES CITY AREA CHAMBER OF COMMERCE 511 PLEASANT ST MILES CITY,MT59301	81-0166625	501(C)(3)	15,000	MURALS AND COWTOWN MOOSIC
(137) MILES CITY PUBLIC LIBRARY 1 S 10TH STREET MILES CITY,MT59301	81-6001292	501(C)(3)	39,487	REPLACE WINDOWS AND INTERIOR UPGRADES
(138) MILES CITY WRESTLING CLUB INC PO BOX 314 MILES CITY,MT59301	81-0423116	501(C)(3)	10,000	AIR RETURN SYSTEM & SOUND DAMPENING PANELS
(139) MILES CITY YOUTH BASEBALL ASSOCIATION PO BOX 332 MILES CITY,MT59301	81-0422986	501(C)(3)	15,000	INDOOR PRACTICE FACILITY
(140) MILES COMMUNITY COLLEGE 2715 DICKINSON ST MILES CITY,MT593014774	81-6000208	501(C)(3)	34,825	OPPORTUNITY REALIZED PROGRAM
(141) MINERAL COUNTY COMMUNITY FOUNDATION PO BOX 93 SUPERIOR,MT598720093	81-0501990	501(C)(3)	7,591	ANNUAL DISTRIBUTION
(142) MIRACLE OF AMERICA STORY INC 36094 MEMORY LN POLSON,MT598608446	81-0437386	501(C)(3)	10,578	ANNUAL DISTRIBUTION
(143) MISSOULA ART MUSEUM 335 N PATTEE ST MISSOULA,MT598024520	81-0496898	501(C)(3)	14,772	GENERAL SUPPORT
(144) MISSOULA CIVIC SYMPHONY ASSOCIATION PO BOX 8301 MISSOULA,MT598078301	81-0290730	501(C)(3)	16,745	ANNUAL DISTRIBUTION
(145) MISSOULA COMMUNITY FOUNDATION PO BOX 8806 MISSOULA,MT598068806	81-0539830	501(C)(3)	39,092	ANNUAL DISTRIBUTION
(146) MISSOULA FOOD BANK & COMMUNITY CENTER 1720 WYOMING ST MISSOULA,MT598011526	81-0414143	501(C)(3)	6,403	ANNUAL DISTRIBUTION
(147) MONTANA ARTS COUNCIL PO BOX 202201 HELENA,MT596202201	81-6017343	501(C)(3)	34,936	GENERAL SUPPORT
(148) MONTANA AUDUBON 7026 S BILLINGS BLVD BILLINGS,MT59102	81-0412530	501(C)(3)	13,378	ANNUAL DISTRIBUTION
(149) MONTANA BUDGET AND POLICY CENTER 101 N LAST CHANCE GULCH STE 220 HELENA,MT59601	80-0624179	501(C)(3)	50,250	GENERAL SUPPORT
(150) MONTANA CHILD CARE RESOURCE & REFERRAL NETWORK PO BOX 808 LOLO,MT59847	81-0508479	501(C)(3)	75,000	CHILDCARE RESOURCE PROVIDER SHARED SERVICES
(151) MONTANA CONCERNS OF POLICE SURVIVORS 53 EVERGREEN DR JOLIET,MT59041	52-1354370	501(C)(3)	5,395	ANNUAL DISTRIBUTION
(152) MONTANA CONSERVATION CORPS INC 206 N GRAND AVE BOZEMAN,MT59715	81-0467431	501(C)(3)	8,000	GENERAL SUPPORT
(153) MONTANA CONTINUUM OF CARE COALITION 2825 STOCKYARD RD UNIT I-1 MISSOULA,MT59808	46-4083599	501(C)(3)	30,000	GENERAL SUPPORT
(154) MONTANA ENVIRONMENTAL INFORMATION CENTER INC PO BOX 1184 HELENA,MT596241184	23-7337100	501(C)(3)	19,061	GENERAL SUPPORT
(155) MONTANA FOOD BANK NETWORK INC 5625 EXPRESSWAY MISSOULA,MT598089071	81-0421243	501(C)(3)	12,774	GENERAL SUPPORT
(156) MONTANA HOMEOWNERSHIP NETWORK INC PO BOX 1025 GREAT FALLS,MT59403	81-0543240	501(C)(3)	7,000	SPRING CREEK RESIDENT RELOCATION PROGRAM
(157) MONTANA LAND RELIANCE PO BOX 355 HELENA,MT596240355	81-0369262	501(C)(3)	13,282	ANNUAL DISTRIBUTION
(158) MONTANA LEARNING CENTER AT CANYON FERRY LAKE INC 7653 CANYON FERRY RD HELENA,MT596028517	16-1694479	501(C)(3)	10,749	GENERAL SUPPORT
(159) MONTANA NATURAL HISTORY CENTER 120 HICKORY ST STE A MISSOULA,MT598011820	81-0472379	501(C)(3)	7,255	ANNUAL DISTRIBUTION
(160) MONTANA PROFESSIONAL TEACHING FOUNDATION 1232 E 6TH AVE HELENA,MT596013927	81-0511792	501(C)(3)	60,643	ANNUAL DISTRIBUTION
(161) MONTANA RESCUE MISSION PO BOX 3232 BILLINGS,MT591033232	81-6013963	501(C)(3)	8,716	ANNUAL DISTRIBUTION
(162) MONTANA STATE UNIVERSITY BILLINGS FOUNDATION 1500 UNIVERSITY DR BILLINGS,MT59101	81-0301477	501(C)(3)	25,790	YELLOWJACKET PANTRY AND SCHOLARSHIPS
(163) MONTANA STATE UNIVERSITY FOUNDATION 1501 S 11TH AVE BOZEMAN,MT59715	81-6001649	501(C)(3)	21,180	ANNUAL DISTRIBUTION
(164) MONTANA STATE UNIVERSITY-NORTHERN FOUNDATION PO BOX 1691 HAVRE,MT595011691	81-0375335	501(C)(3)	24,500	WINN FUND
(165) MONTANA TECHNOLOGY ENTERPRISE CENTER 1121 EAST BROADWAY MISSOULA,MT598024906	81-0529738	501(C)(3)	25,000	W.E.L.L. PROGRAMS AND GENERAL SUPPORT
(166) MONTANA WILDERNESS ASSOCIATION INC 80 S WARREN ST HELENA,MT596015700	51-0198932	501(C)(3)	24,352	ANNUAL DISTRIBUTION
(167) MONTANA YOUTH CHALLENGE FOUNDATION 790 E CORNELL ST DILLON,MT59725	81-0537307	501(C)(3)	15,000	MENTOR SUPPORT
(168) MOUNTAIN HOME MONTANA INC 2606 SOUTH AVE W MISSOULA,MT59804	81-0520628	501(C)(3)	25,000	GENERAL SUPPORT
(169) MOUNTAIN SHADOW ASSOCIATION 444 CIRCLE F TRL BOZEMAN,MT59718	83-2453245	501(C)(3)	75,000	RESTORATIVE SERVICES FOR APSAALOOKE FAMILIES
(170) MSU EXTENSION - ROSEBUD AND TREASURE COUNTIES PO BOX 269 BROADUS,MT593170269	81-6001424	501(C)(3)	14,500	FORSYTH DOWNTOWN REVITALIZATION, DISC GOLF, AND STORAGE GARAGE
(171) MUSEUM OF THE ROCKIES 600 W KAGY BLVD BOZEMAN,MT597172730	81-6016828	501(C)(3)	10,237	ANNUAL DISTRIBUTION
(172) MUSSELSHELL VALLEY COMMUNITY FOUNDATION PO BOX 713 ROUNDUP,MT590720713	81-0512493	501(C)(3)	17,167	ANNUAL DISTRIBUTION
(173) NATIVE AMERICAN DEVELOPMENT CORPORATION 17 N 26TH STREET BILLINGS,MT59101	81-0512124	501(C)(3)	61,000	EMPOWERMENT PROGRAM CLIENT ASSISTANCE FUND
(174) NEIGHBORHOOD HOUSING SERVICES INC OF GREAT FALLS 509 1ST AVE S GREAT FALLS,MT594013604	81-0389825	501(C)(3)	50,000	HOMEOWNERSHIP MATCH SAVINGS PROGRAM
(175) NORTH VALLEY FOOD BANK 251 FLATHEAD AVE WHITEFISH,MT59937	81-0456048	501(C)(3)	65,000	STRENGTHENING FOOD ACCESS
(176) NORTHEAST MONTANA HEALTH SERVICES CHARITABLE FOUNDATION PO BOX 341 POPLAR,MT59255	38-3732814	501(C)(3)	36,215	APPELGREN ACTIVITIES ROOM REMODEL
(177) NORTHEAST MONTANA HEALTH SERVICES INC 315 KNAPP ST WOLF POINT,MT59201	81-0226578	501(C)(3)	49,805	NURSING HOME DOOR REPLACEMENT AND ACTIVITIES ROOM IMPROVEMENTS
(178) NORTHERN CHEYENNE FOOD PANTRY PO BOX 159 LAME DEER,MT59043	88-4256091	501(C)(3)	19,500	GENERAL SUPPORT
(179) NOVA CENTER FOR THE PERFORMING ARTS INC PO BOX 114 BILLINGS,MT591030114	81-0514788	501(C)(3)	7,030	ANNUAL DISTRIBUTION
(180) NYE COMMUNITY FOUNDATION PO BOX 528 NYE,MT590610528	81-0531083	501(C)(3)	8,316	ANNUAL DISTRIBUTION
(181) O'FALLON HISTORICAL SOCIETY PO BOX 692 BAKER,MT59313	81-0383755	501(C)(3)	25,157	GENERAL SUPPORT
(182) ORIGINAL MONTANA CLUB COOPERATIVE ASSOCIATION PO BOX 637 HELENA,MT59624	82-5473314	501(C)(3)	17,800	BUILDING MAINTENANCE AND HISTORIC PRESERVATION
(183) OUR REDEEMER'S LUTHERAN CHURCH 3580 N BENTON AVE HELENA,MT596027413	81-6014310	501(C)(3)	7,380	GENERAL SUPPORT
(184) OVANDO SCHOOL DISTRICT PO BOX 176 OVANDO,MT598540176	81-6000809	501(C)(3)	19,011	ANNUAL DISTRIBUTION
(185) PEOPLES PARTNER FOR COMMUNITY DEVELOPMENT PO BOX 955 LAME DEER,MT59043	41-2102823	501(C)(3)	110,000	GENERAL SUPPORT
(186) PHILIPSBURG AREA EDUCATIONAL FOUNDATION PO BOX 900 PHILIPSBURG,MT598580400	81-0529195	501(C)(3)	8,804	ANNUAL DISTRIBUTION
(187) PHILLIPS COUNTY COMMUNITY FOUNDATION PO BOX 275 MALTA,MT595380275	27-3611210	501(C)(3)	5,267	ANNUAL DISTRIBUTION
(188) PLAINS PUBLIC SCHOOLS #1 PO BOX 549 PLAINS,MT598590549	81-6000915	501(C)(3)	24,616	ANNUAL DISTRIBUTION
(189) PLANNED PARENTHOOD ADVOCATES OF MONTANA INC 1643 LEWIS AVE STE 211 BILLINGS,MT59102	81-0467220	501(C)(3)	10,000	GENERAL SUPPORT
(190) PLYMOUTH CONGREGATIONAL CHURCH 400 S OAKES ST HELENA,MT596014605	81-0298891	501(C)(3)	5,726	ANNUAL DISTRIBUTION
(191) PREGNANCY OUTREACH CLINIC OF MILES CITY PO BOX 596 MILES CITY,MT59301	27-1713093	501(C)(3)	9,150	CAR SEATS AND TRAINING
(192) PREGNANCY RESOURCE CENTER OF HELENA 1005 PARTRIDGE PLACE STE 1 HELENA,MT59602	26-1339005	501(C)(3)	8,000	GENERAL SUPPORT
(193) PRETTY EAGLEWOMAN RESOURCE FOUNDATION PO BOX 1092 LAME DEER,MT59043	87-3377614	501(C)(3)	22,900	GENERAL SUPPORT
(194) PRICKLY PEAR LAND TRUST PO BOX 892 HELENA,MT596240892	81-0506868	501(C)(3)	14,590	ANNUAL DISTRIBUTION
(195) RANDOM ACTS OF SILLINESS PO BOX 6790 BOZEMAN,MT59771	87-3798684	501(C)(3)	10,000	VISUAL ARTISTS SUPPORT
(196) RANGE RIDERS INC 435 L P ANDERSON RD MILES CITY,MT593014753	81-0255838	501(C)(3)	29,973	REPLACE ROOF AND UPGRADE CARPETING
(197) REACH INC 322 GALLATIN PARK DR BOZEMAN,MT59715	81-0347366	501(C)(3)	6,412	ANNUAL DISTRIBUTION
(198) RED ANTS PANTS FOUNDATION PO BOX 637 WHITE SULPHUR SPRINGS,MT59645	45-1237337	501(C)(3)	11,500	GIRLS LEADERSHIP PROGRAM
(199) RED LODGE AREA COMMUNITY FOUNDATION PO BOX 1871 RED LODGE,MT590681871	20-0192255	501(C)(3)	31,681	ANNUAL DISTRIBUTION
(200) RED LODGE MUSIC FESTIVAL INC 1925 GRAND AVE STE 102B BILLINGS,MT59102	81-6016990	501(C)(3)	5,420	ANNUAL DISTRIBUTION
(201) RIVERSTONE HEALTH FOUNDATION 123 SOUTH 27TH STREET BILLINGS,MT59101	35-2332179	501(C)(3)	7,274	ANNUAL DISTRIBUTION
(202) ROBERTS COMMUNITY FOUNDATION PO BOX 284 ROBERTS,MT590700284	84-1425182	501(C)(3)	10,003	ANNUAL DISTRIBUTION
(203) ROCKY MOUNTAIN COLLEGE 1511 POLY DR BILLINGS,MT591021739	81-0235407	501(C)(3)	7,922	ANNUAL DISTRIBUTION
(204) RONALD MCDONALD HOUSE CHARITIES OF EASTERN MONTANA INC 1144 N 30TH ST BILLINGS,MT591010124	81-0400667	501(C)(3)	8,975	ANNUAL DISTRIBUTION
(205) ROSEBUD COUNTY LIBRARY PO BOX 7 FORSYTH,MT59327	81-6001424	501(C)(3)	10,300	PURCHASE COMPUTERS
(206) ROSEBUD COUNTY SEARCH AND RESCUE PO BOX 405 FORSYTH,MT59327	81-0441529	501(C)(3)	13,813	PURCHASE EQUIPMENT
(207) ROUNDUP MEMORIAL HOSPITAL ASSOCIATION PO BOX 40 ROUNDUP,MT590720040	81-0245848	501(C)(3)	16,911	ANNUAL DISTRIBUTION
(208) RURAL BEHAVIORAL HEALTH INSTITUTE PO BOX 203 LIVINGSTON,MT59047	85-1210248	501(C)(3)	40,000	YOUTH SUICIDE PREVENTION PROGRAM
(209) SAE INTERNATIONAL FOUNDATION 400 COMMONWEALTH DR WARRENDALE,PA15096	25-1494402	501(C)(3)	50,000	ROCKY MOUNTAIN INITIATIVE
(210) SAFE HARBOR INC PO BOX 497 RONAN,MT59864	81-0482335	501(C)(3)	30,000	GENERAL SUPPORT
(211) SALISH KOOTENAI COLLEGE PO BOX 70 PABLO,MT598550070	81-0378823	501(C)(3)	25,000	STUDENT HEALTH
(212) SALVATION ARMY - MILES CITY OFFICE PO BOX 1202 MILES CITY,MT593011202	94-1156347	501(C)(3)	9,000	COAT DRIVE
(213) SCHOOL ADMINISTRATORS OF MONTANA 900 N MONTANA AVE STE A4 HELENA,MT596013845	81-0371541	501(C)(3)	6,198	ANNUAL DISTRIBUTION
(214) SCHOOL COMMUNITY DEVELOPMENT COUNCIL PO BOX 421 BROADUS,MT59317	81-0514945	501(C)(3)	62,794	ANNUAL DISTRIBUTION
(215) SCHOOLHOUSE HISTORY & ART CENTER PO BOX 430 COLSTRIP,MT593230430	36-3575420	501(C)(3)	6,684	CUSTOM TABLES AND STOOLS
(216) SEELEY LAKE COMMUNITY FOUNDATION PO BOX 25 SEELEY LAKE,MT598680025	31-1711576	501(C)(3)	27,055	ANNUAL DISTRIBUTION
(217) SESAME WORKSHOP 1900 BROADWAY NEW YORK,NY10023	13-2655731	501(C)(3)	100,000	UKRAINE RESPONSE & MENTAL HEALTH EFFORTS
(218) SHELTER SOLUTIONS FOR CENTRAL MONTANA PO BOX 375 LEWISTOWN,MT59457	93-3208505	501(C)(3)	17,000	WARMING CENTER FOR 2025 WINTER
(219) SOCIETY FOR THE PRESERVATION AND ENCOURAGEMENT OF BARBERSHOP QUARTET SINGIN PO BOX 761 KALISPELL,MT59903	81-6030585	501(C)(3)	13,158	GENERAL SUPPORT
(220) SOCIAL AND ENVIRONMENTAL ENTREPRENEURS INC 23564 CALABASAS RD STE 201 CALABASAS,CA91302	95-4116679	501(C)(3)	8,000	SOFT LANDING MISSOULA
(221) SOUTHEASTERN MONTANA AREA REVITALIZATION TEAM (SMART) PO BOX 53 BAKER,MT593130053	90-0073844	501(C)(3)	62,950	VISITOR CENTER ROOF & POCKET PARK
(222) SOUTHEASTERN MONTANA DEVELOPMENT CORPORATION PO BOX 1935 COLSTRIP,MT593231935	81-0485103	501(C)(3)	235,800	GENERAL SUPPORT
(223) SPAY MONTANA PO BOX 7447 HELENA,MT59604	80-0165195	501(C)(3)	6,000	GENERAL SUPPORT
(224) ST LABRE INDIAN SCHOOL PO BOX 216 ASHLAND,MT59003	81-0244542	501(C)(3)	6,000	COMMERCIAL CAFETERIA SERVING LINE
(225) ST PETERS HEALTH FOUNDATION 2475 E BROADWAY ST HELENA,MT59601	81-0392270	501(C)(3)	12,769	ANNUAL DISTRIBUTION
(226) STEVENSVILLE COMMUNITY FOUNDATION INC PO BOX 413 STEVENSVILLE,MT598700413	81-0490459	501(C)(3)	9,884	ANNUAL DISTRIBUTION
(227) SWEET GRASS HEALTH CARE FOUNDATION INC PO BOX 1082 BIG TIMBER,MT59011	36-3662839	501(C)(3)	50,495	ANNUAL DISTRIBUTION
(228) SWEET MEMORIAL NURSING HOME PO BOX 1149 CHINOOK,MT59523	81-6017655	501(C)(3)	6,500	GENERAL SUPPORT
(229) THAI THEATRE FOUNDATION INC 520 8TH AVE 24TH FLOOR NEW YORK,NY10018	84-1772708	501(C)(3)	7,000	MAKHAMPOM IN CHIANG DAO & YOUNG PRIDE IN CHIANG MAI
(230) THE ANGEL FUND PO BOX 7436 HELENA,MT596047436	81-0535130	501(C)(3)	8,242	CLOTHES FOR CHILDREN & GENERAL SUPPORT
(231) THE FRIENDS OF IRISH STUDIES IN THE WEST PO BOX 4693 MISSOULA,MT598064693	26-1391012	501(C)(3)	9,337	ANNUAL DISTRIBUTION
(232) THE MYRNA LOY 15 N EWING ST HELENA,MT596014245	51-0185430	501(C)(3)	45,529	ANNUAL DISTRIBUTION
(233) TIMBERLINE DISC GOLF INC 2605 MIZPAH MILES CITY,MT59301	99-2244348	501(C)(3)	20,000	DISC GOLF COURSE AT WOODRUFF PARK
(234) TOWN OF PLEVNA PO BOX 97 PLEVNA,MT59344	81-0414330	501(C)(3)	11,300	GENERAL SUPPORT
(235) TOWN OF WEST YELLOWSTONE PO BOX 1570 WEST YELLOWSTONE,MT59758	81-0299400	501(C)(3)	15,000	FOOD BANK
(236) TRIGG-CM RUSSELL MUSEUM INC 400 13TH ST N GREAT FALLS,MT594011426	81-6003526	501(C)(3)	13,491	ANNUAL DISTRIBUTION
(237) TRINITY LUTHERAN CHURCH 537 GRAND AVE BILLINGS,MT59101	81-0300195	501(C)(3)	5,691	ANNUAL DISTRIBUTION
(238) TRUST MONTANA INC PO BOX 8791 MISSOULA,MT598078791	45-3204921	501(C)(3)	37,723	GENERAL SUPPORT
(239) TUMBLEWEED RUNAWAY PROGRAM INC 505 N 24TH ST BILLINGS,MT591011344	36-3343886	501(C)(3)	8,500	GENERAL SUPPORT
(240) UNITED WAY OF CASCADE COUNTY PO BOX 1343 GREAT FALLS,MT594031343	81-0304170	501(C)(3)	9,243	ANNUAL DISTRIBUTION
(241) UNITED WAY OF THE LEWIS AND CLARK AREA INC 75 EAST LYNDALE HELENA,MT596012918	81-6017354	501(C)(3)	19,121	ANNUAL DISTRIBUTION
(242) UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION PO BOX 45339 SAN FRANCISCO,CA94145	94-2829914	501(C)(3)	10,000	ONCOLOGY PROGRAM METASTATIC RESEARCH
(243) UNIVERSITY OF MONTANA FOUNDATION PO BOX 7159 MISSOULA,MT598077159	81-0362989	501(C)(3)	42,660	ANNUAL DISTRIBUTION
(244) UNIVERSITY OF ROCHESTER 300 E RIVER RD ROCHESTER,NY14627	16-0743209	501(C)(3)	10,000	SCHAFFER FAMILY SCHOLARSHIP
(245) VALLEY CHRISTIAN SCHOOL 2526 SUNSET LN MISSOULA,MT59804	81-0381097	501(C)(3)	6,470	ANNUAL DISTRIBUTION
(246) VALLEY COUNTY COMMUNITY FOUNDATION PO BOX 304 GLASGOW,MT592300304	81-0526746	501(C)(3)	64,174	ANNUAL DISTRIBUTION
(247) VETERANS OF FOREIGN WARS FOUNDATION 406 W 34TH ST KANSAS CITY,MO64111	43-1758998	501(C)(3)	8,092	ANNUAL DISTRIBUTION
(248) VIOLENCE FREE CRISIS LINE PO BOX 1401 KALISPELL,MT59903	81-0361221	501(C)(3)	61,000	GENERAL SUPPORT
(249) WALLEYES UNLIMITED OF MONTANA PO BOX 20918 BILLINGS,MT59104	81-0416151	501(C)(3)	30,000	RESTROOM FOR HILLEMAN RECREATION AREA
(250) WATERWORKS ART MUSEUM 85 WATER PLANT RD MILES CITY,MT59301	51-0175533	501(C)(3)	20,325	CONCRETE REPAIR & NEW ROOF
(251) WATSON CHILDREN'S SHELTER INC 4978 BUCKHOUSE LN MISSOULA,MT598049504	81-0369020	501(C)(3)	5,681	GENERAL SUPPORT
(252) WEST YELLOWSTONE FOUNDATION PO BOX 255 WEST YELLOWSTONE,MT597580255	81-0494366	501(C)(3)	183,800	ANNUAL DISTRIBUTION
(253) WEST YELLOWSTONE SKI EDUCATION FOUNDATION PO BOX 956 WEST YELLOWSTONE,MT59758	81-0508729	501(C)(3)	40,000	BUILDING PROJECT
(254) WESTERN MONTANA CREATIVE INITIATIVES PO BOX 8643 MISSOULA,MT598078643	83-2465407	501(C)(3)	50,000	GENERAL SUPPORT
(255) WIBAUX COUNTY PO BOX 199 WIBAUX,MT59353	81-6001447	501(C)(3)	10,621	ANNUAL DISTRIBUTION
(256) WINNETT ACES INC PO BOX 118 WINNETT,MT59087	84-2797938	501(C)(3)	27,200	GENERAL SUPPORT
(257) WOLF POINT AREA MUSEUM INC PO BOX 1205 WOLF POINT,MT592012205	81-6033737	501(C)(3)	15,000	INSULATION IN NEW BUILDING
(258) WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVE NW 7TH FL WASHINGTON DC,DC20001	27-3521132	501(C)(3)	9,106	UKRAINE SUPPORT & WORK IN GAZA
(259) WORLD MUSEUM OF MINING INC PO BOX 33 BUTTE,MT597030033	81-6014901	501(C)(3)	8,269	ANNUAL DISTRIBUTION
(260) YELLOW BIRD LIFE WAYS CENTER PO BOX 1138 LAME DEER,MT59043	83-4458369	501(C)(3)	25,000	GENERAL SUPPORT
(261) YELLOWSTONE ART MUSEUM 401 N 27TH ST BILLINGS,MT591011241	81-6014902	501(C)(3)	52,636	ANNUAL DISTRIBUTION
(262) YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION INC 2050 OVERLAND AVE BILLINGS,MT591026453	81-0419905	501(C)(3)	98,911	UIHLEIN REC CENTER ROOF PROJECT
(263) YELLOWSTONE FOREVER PO BOX 1857 BOZEMAN,MT59771	47-5427975	501(C)(3)	8,805	ANNUAL DISTRIBUTION
(264) YELLOWSTONE HISTORIC CENTER INC PO BOX 1299 WEST YELLOWSTONE,MT597581299	81-0521215	501(C)(3)	10,000	ARCHIVE PROJECT
(265) YELLOWSTONE RIVER PARKS ASSOCIATION INC PO BOX 1201 BILLINGS,MT591031201	36-4096295	501(C)(3)	7,205	ANNUAL DISTRIBUTION
(266) YELLOWSTONE SENIOR SOCIAL CENTER INC PO BOX 1592 WEST YELLOWSTONE,MT597581592	41-2129790	501(C)(3)	10,000	GENERAL SUPPORT
(267) YELLOWSTONE VALLEY ANIMAL SHELTER INC PO BOX 20920 BILLINGS,MT591040920	26-1389957	501(C)(3)	5,101	GENERAL SUPPORT
(268) YELLOWSTONE WESTERN HERITAGE CENTER FOUNDATION 2822 MONTANA AVE BILLINGS,MT591012305	23-7155997	501(C)(3)	7,463	ANNUAL DISTRIBUTION
(269) YELLOWSTONE WILDLIFE SANCTUARY PO BOX 675 RED LODGE,MT590680675	81-0422009	501(C)(3)	7,801	ANNUAL DISTRIBUTION
(270) YOUNG MENS CHRISTIAN ASSOCIATION OF HELENA INC 1200 N LAST CHANCE GULCH HELENA,MT596012906	81-0231815	501(C)(3)	16,107	ANNUAL DISTRIBUTION
(271) YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF BILLINGS MT 909 WYOMING AVE BILLINGS,MT591011638	81-0235415	501(C)(3)	64,995	GENERAL SUPPORT
(272) YOUTH HOMES PO BOX 7616 MISSOULA,MT59807	81-0331313	501(C)(3)	5,387	ANNUAL DISTRIBUTION
(273) YWCA OF HELENA 501 N PARK AVE HELENA,MT596012703	81-0235416	501(C)(3)	23,891	GENERAL SUPPORT
(274) ZOOMONTANA INC 2100 SOUTH SHILOH ROAD BILLINGS,MT59106	81-0411290	501(C)(3)	9,500	BEAR CUB RELOCATION & ANIMAL ENRICHMENT FUND

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

274

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

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

Cat. No. 50055P

Schedule I (Form 990) 2023

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	279	848,670
(2) GRANTS FOR PROJECTS THAT EXPLORE MT'S LAND PEOPLE	4	15,110
(3) GRANTS FOR MMIW ASSISTANCE	10	10,500
(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 FOLLOWS A DUE DILIGENCE FOR GRANTMAKING POLICY FOR EACH GRANT REQUEST. THIS PROCESS REQUIRES THAT GRANT REQUESTS MUST COMPLY WITH THE PURPOSE OF THE ENDOWMENT OR NON-PERMANENT FUND PAYING THE GRANT, 501(C)(3) STATUS IS VERIFIED, AND COMPLIANCE WITH CONFLICT OF INTEREST POLICIES IS REVIEWED. MCF ALSO ENSURES WE DO NOT FUND HATE GROUPS, PER MCF'S ANTI-HATE GRANTMAKING POLICY. 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 AWARDED FROM MCF.

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

MONTANA COMMUNITY FOUNDATION INC

Employer identification number

81-0450150

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .....

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? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

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

Cat. No. 50053T

Schedule J (Form 990) 2023

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1MARY RUTHERFORD CEO/PRESIDENT	(i) (ii)	213,532 ------------- 0	0 ------------- 0	0 ------------- 0	12,812 ------------- 0	14,423 ------------- 0	240,767 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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	80	3,344,807	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 ( )
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

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) (2023)

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) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

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	THE FINAL DRAFT OF THE FEDERAL FORM 990 IS PRESENTED TO THE AUDIT COMMITTEE, AND ALL BOARD MEMBERS ARE WELCOME TO ATTEND. THE DRAFT IS THEN APPROVED THROUGH AUDIT COMMITTEE.
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 ANNUAL AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE FOUNDATION'S WEBSITE.
FORM 990, PART XI, LINE 9:	ENDOWMENT AGENCY FUND ACTIVITY -1,412,603. CHANGE IN VALUE OF BENEFICIAL INTEREST IN POOLED INCOME FUND -28,401. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -705,970. PASSTHROUGH LOSS FROM K-1S 20,208.

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

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 PO BOX 1145 HELENA,MT59624 47-3656226	ACCEPT AND LIQUIDATE GIFTED PROPERTY ON BEHALF OF MCF, INC.	MT	0	0	MONTANA COMMUNITY FOUNDATION INC
(2) 33 S LAST CHANCE GULCH LLC PO BOX 1145 HELENA,MT59624 35-2572088	LLC TO OWN PROPERTY	MT	325,612	2,048,184	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?
(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	Yes	No

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

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	(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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

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?
(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	Yes	No

Schedule R (Form 990) 2023

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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) 2023

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

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) 2023

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	9,593,868	12,279,085
9	Program service revenue (Part VIII, line 2g) .........	2,044,208	2,627,453
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	3,343,066	2,811,549
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	30,043	76,751
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	15,011,185	17,794,838
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	6,926,027	9,040,167
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)	1,984,814	2,239,493
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 1,043,463
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	3,421,907	3,525,926
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	12,332,748	14,805,586
19	Revenue less expenses. Subtract line 18 from line 12.......	2,678,437	2,989,252
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	165,936,044	188,507,909
21	Total liabilities (Part X, line 26).............	21,635,580	24,786,368
22	Net assets or fund balances. Subtract line 21 from line 20.....	144,300,464	163,721,541

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 9,853,485 including grants of $ 9,040,167 ) (Revenue $ 2,646,171 )
	THE MONTANA COMMUNITY FOUNDATION BUILDS PERMANENT PHILANTHROPY ACROSS THE STATE OF MONTANA BY ACTING AS A BRIDGE BETWEEN DONORS AND RECIPIENTS. THE FOUNDATION CULTIVATES, MANAGES, AND GIVES CHARITABLE GIFTS AND GRANTS PRIMARILY FOR THE BENEFIT OF MONTANA. CURRENT, PLANNED, AND LEGACY GIVING THROUGH MCF HAS A LASTING IMPACT AS THE MAJORITY OF GIFTS ARE PERMANENTLY ENDOWED FOR THE GOOD OF MONTANA FOREVER.

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 expenses9,853,485

(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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) DALE WOOLHISER........................................................................ DIRECTOR	2.00 .......................	X	0	0	0
(19) COURTNEY SCOTT........................................................................ DIRECTOR	2.00 .......................	X	0	0	0
(20) SARA BECKER........................................................................ DIRECTOR	2.00 .......................	X	0	0	0
(21) KELLY CRESSWELL........................................................................ DIRECTOR	2.00 .......................	X	0	0	0
(22) ALANNA WEIBERT........................................................................ DIRECTOR	2.00 .......................	X	0	0	0
(23) MACK CLAPP........................................................................ DIRECTOR (THRU 07/23)	2.00 .......................	X	0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	461,022	0	62,182

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
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	22
6	Total number of volunteers (estimate if necessary) .............	6	260
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	39,665
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

(A) Name and business address	(B) Description of services	(C) Compensation
CAMBRIDGE ASSOCIATES LLC 125 HIGH STREET BOSTON,MA02110	INVESTMENT MANAGEMENT	428,727
FLYING HORSE COMMUNICATIONS INC 2121 DISCOVERY DR SUITE D BOZEMAN,MT59718	MARKETING CONSULTING	116,000



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 2

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	12,279,085

g	Noncash contributions included in lines 1a - 1f:$		1g	3,344,807

h Total. Add lines 1a-1f.......		12,279,085

		Business Code
2a	COMMUNITY IMPACT FEES	525990	2,627,453	2,627,453
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		2,627,453

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,941,475			1,941,475
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a	257,318
b	Less: rental expenses	6b	179,077
c	Rental income or (loss)	6c	78,241
d	Net rental income or (loss).......			78,241			18,368
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	72,161,037
b	Less: cost or other basis and sales expenses	7b	71,290,963
c	Gain or (loss)	7c	870,074
d	Net gain or (loss).........			870,074			870,074
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..
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..
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..

Business Code
11a	OTHER INCOME		900099	18,718	18,718
b	PASSTHROUGH INCOME		900099	-20,208		-20,208
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			-1,490
12	Total revenue. See instructions.....			17,794,838	2,646,171	39,665	2,829,917

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	8,165,887	8,165,887
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	874,280	874,280
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 ...........	535,632	295,144	141,911	98,577
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........	1,305,880	110,298	583,379	612,203
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	67,049	5,672	32,605	28,772
9	Other employee benefits .......	199,667	34,818	81,860	82,989
10	Payroll taxes ...........	131,265	27,380	53,138	50,747
11	Fees for services (non-employees):
a	Management ......	2,044,800		2,044,800
b	Legal .........
c	Accounting ...........	117,746		117,746
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	415,737		415,737
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	118,801	18,946	96,355	3,500
12	Advertising and promotion ....	72,537	17,777	32,431	22,329
13	Office expenses .......	25,125	4,655	17,576	2,894
14	Information technology ......	145,080	38,643	64,943	41,494
15	Royalties ..
16	Occupancy ...........	112,796	21,415	64,544	26,837
17	Travel ............	106,025	13,421	32,693	59,911
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	65,107	24,484	38,544	2,079
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	10,446	26	10,420
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	LCF PROGRAM	180,508	180,508
b	DUES AND OTHER FEES	54,663	10,552	42,466	1,645
c	PRNTING AND PUBLICATION	36,662	7,330	21,119	8,213
d	MISCELLANEOUS	13,600	2,249	10,078	1,273
e	All other expenses	6,293		6,293
25	Total functional expenses. Add lines 1 through 24e	14,805,586	9,853,485	3,908,638	1,043,463
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			1,695,922	2	4,340,496
3	Pledges and grants receivable, net ......			400,000	3	0
4	Accounts receivable, net .............			3,444	4	3,383
5	Loans and other receivables from 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 ......			53,608	9	55,822
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,367,623
b	Less: accumulated depreciation	10b	583,080	1,863,272	10c	1,784,543
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			161,326,176	12	181,729,362
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			593,622	15	594,303
16	Total assets. Add lines 1 through 15 (must equal line 33)...			165,936,044	16	188,507,909

17	Accounts payable and accrued expenses .....	158,635	17	177,199
18	Grants payable ...	1,838,428	18	3,595,890
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 ..	1,420,143	23	1,366,589
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	18,218,374	25	19,646,690
26	Total liabilities. Add lines 17 through 25..	21,635,580	26	24,786,368

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,194,623	27	1,277,947
28	Net assets with donor restrictions ...........	143,105,841	28	162,443,594
	Organizations that do not follow FASB ASC 958, check here 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 ...........	144,300,464	32	163,721,541
33	Total liabilities and net assets/fund balances ........	165,936,044	33	188,507,909

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No