Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc

BILLINGS, MT EIN: 81-0528257

Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc is a private foundation focused on Education, based in BILLINGS, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $60K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$60K

+2.4% YoY

Annual Giving

$4K

+10.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+10.0% YoY

Under IRS private-foundation payout rules, Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Montana $20K (100%)

States

Montana

Cities

Missoula

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$60,174	$58,782	$55,052
Revenue	$4,182	$2,408	$3,761
Expenses	$4,571	$4,037	$4,000
Qualifying Distributions	$4,571	$4,000	$4,000
Net Investment Income	$3,110	$1,808	$2,661
Distributable Amount	$4,763	$3,992	$3,559

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Montana Foundation ($4,400).

Recipient	Purpose	Amount
University of Montana Foundation Missoula, MT	Student Scholarships	$4,400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Byron McBride	Director	2	—
Carole McBride	Director	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc?

Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc is a private foundation focused on Education, based in BILLINGS, MT. It holds $60K in total assets as of 2024.

How large is Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc?

As of 2024, Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc holds $60K in total assets with $4K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc operate?

Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc has awarded grants in Montana.

What size grants does Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc award?

In 2024, Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc's EIN?

Jessica Mcbride Lidholm and Jason Erik Lidholm Scholarship Fund Inc's EIN (Employer Identification Number) is 81-0528257. IRS Form 990 filing data is available on this page for 2020–2024.