Jessica Mcbride Lidholm And Jason Erik Lidholm Scholarship Fund Inc in Billings, Montana (MT)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| Jessica Mcbride Lidholm And Jason Erik Lidholm Scholarship Fund Inc | |
| Employer Identification Number (EIN) | 810528257 |
| Name of Organization | Jessica Mcbride Lidholm And Jason Erik Lidholm Scholarship Fund Inc |
| In Care of Name | Byron J Mcbridge |
| Address | 3130 Forsythia Blvd, Billings, MT 59102-0411 |
| Subsection | Educational Organization, Charitable Organization |
| Ruling Date | 04/2001 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $56,201 |
| Amount of Income | $42 |
| Form 990 Revenue Amount | $869 |
| National Taxonomy of Exempt Entities (NTEE) | Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards |
Non-representatives - add comments:
Amount of income in 2013: $42 (it was $24,003 in 2012)
| Jessica Mcbride Lidholm And Jason Erik Lidholm Scholarship Fund Inc: | $42 |
| Other organizations performing similar types of work: | $41,680 |
Assets in 2013: $56,201 (it was $57,914 in 2012)
| This organization: | $56,201 |
| Other organizations performing similar types of work: | $65,579 |
Expenses in 2012: $2,000
| This organization: | $2,000 |
| Other organizations performing similar types of work: | $24,470 |
Income to expenses ratio in 2012: 0.0
| Jessica Mcbride Lidholm And Jason Erik Lidholm Scholarship Fund Inc: | 0.0 |
| Other organizations performing similar types of work: | 0.5 |
Grants share in income in 2012: 12.7%
| This organization: | 12.7% |
| Other organizations performing similar types of work: | 9.0% |
Revenue for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $118 | $-654 | $-654 | |
| Contributions, gifts, grants, etc., received | $15 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $1,075 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-1,730 | |||
| Other | $758 | |||
| Total expenses and disbursements | $2,000 | $2,000 | $2,000 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $0 | $0 | $0 | |
| Contributions, gifts, grants paid | $2,000 | |||
| Excess of revenue over expenses and disbursements | $-1,882 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $57,914 | $63,530 |
| Cash - non-interest-bearing | $21,476 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $36,188 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $250 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $57,914 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $758 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $0 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $61,005 |
| Net value of noncharitable-use assets | $51,860 |
| Minimum investment return | $2,593 |
| Distributable Amount (for 2012) | |
| Distributable amount | $2,593 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $2,593 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $2,593 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Us-Central Asia Education Foundation | 124 U St Nw, Washington, DC 20001-1606 | DC | 2007-10 | $4,838,252 |
| 2 | Subsea Tieback Scholarship Fund | 5418 Woodbury St, Fulshear, TX 77441-4139 | TX | 2007-10 | $101,112 |
| 3 | Tom Mcmahon Construction Scholarship Fund | 4441 S Abilene Cir, Aurora, CO 80015-1047 | CO | 2006-11 | $18,033 |
| 4 | Polson Dollars For Scholars | PO BOX 562, Polson, MT 59860-0562 | MT | 2014-07 | $368,770 |
| 5 | Mission Valley Scholarships Inc | Po Box 251, St Ignatius, MT 59865 | MT | 1995-05 | $275,955 |
| 6 | Audrey Wilber-Ewing Registered Nursing Scholarship | 8 3rd St N Third Flr, Great Falls, MT 59401-3104 | MT | 2009-06 | $139,328 |
| 7 | Joan And Wesley Buffington Tr | PO BOX 30918, Billings, MT 59107-0918 | MT | 2013-09 | $135,249 |
| 8 | Image Productions Inc | Po Box 504, Glendive, MT 59330 | MT | 2006-10 | $70,343 |
| 9 | Alpha Nu Education Foundation | 229 Mansion Heights Dr, Missoula, MT 59803-2473 | MT | 2009-08 | $66,755 |
| 10 | Wwc Inc, Whitefish Winter Carnival | Po Box 364, Whitefish, MT 59937 | MT | 2013-09 | $62,455 |
| 11 | Polson Rotary Foundation | PO BOX 922, Polson, MT 59860 | MT | 1999-12 | $25,799 |
| 12 | Western Telecommunications Alliance Foundation Inc | 1361 Elm St Ste 7, Helena, MT 59601-0920 | MT | 2011-04 | $25,310 |
| 13 | Imperial Soverign Court Of The State Of Montana | Pobox 4681, Missoula, MT 59806 | MT | 2014-08 | $16,655 |
| 14 | Stella M Nelson-Louise E Nelson Nadeau Senft Scholarship Foundatio | PO BOX 2309, Great Falls, MT 59403-2309 | MT | 2000-05 | $16,118 |
| 15 | K Louise Bardwell Memorial Elementary Education Scholarship | 8 3rd St N Third Floor, Great Falls, MT 59401-3104 | MT | 2012-08 | $15,454 |
| 16 | Zac Felkey Memorial Fund | 221 S 9th Ave, Bozeman, MT 59715-4305 | MT | 2007-03 | $14,252 |
| 17 | The@h2 Brensdal Scholarship Fund Trust | PO BOX 52, Jefferson Cty, MT 59638-0052 | MT | 2000-03 | $13,330 |
| 18 | Montana National Guard Family Support Fund | PO BOX 4789, Fort Harrison, MT 59636-4789 | MT | 2008-10 | $6,298 |
| 19 | Kevin Paulson Memorial Scholarship Foundation Inc | 5520 Highway 16 South, Reserve, MT 59254 | MT | 2009-03 | $5,014 |
| 20 | Brandon Renkin Memorial Fund | PO BOX 244, Gardiner, MT 59030-0244 | MT | 2014-10 | $4,918 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 23,481 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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