Nonprofit · EIN 81-6046256
THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND
Tax-exempt · BILLINGS, MT 59116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $14,453 | $19,780 | -$5,327 | $297,125 | $0 | $297,125 |
| May 31, 2025 | 990-PF | $18,293 | $19,607 | -$1,314 | $302,319 | $0 | $302,319 |
| May 31, 2024 | 990-PF | $16,577 | $21,044 | -$4,467 | $303,616 | $0 | $303,616 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $9,890
- Net gain from sales of assets
- $4,563
Expenses
- Grants and similar amounts paid
- $13,000
- Compensation of officers, directors and key employees
- $5,000
- Disbursements for charitable purposes
- $15,623
- Excise tax on investment income
- $146
Balance sheet and other
- Total assets, start of year
- $302,319
- Total assets, end of year
- $297,125
- Total liabilities, end of year
- $0
- Net assets, end of year
- $297,125
- Fair market value of assets
- $382,642
- Qualifying distributions
- $15,623
- Net investment income
- $14,453
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK PO BOX 5010, GREAT FALLS, MT 59403 | TRUSTEE | 5 | $5,000 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK PO BOX 5010, GREAT FALLS, MT 59403 | TRUSTEE | 5 | $5,000 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK PO BOX 5010, GREAT FALLS, MT 59403 | TRUSTEE | 5 | $5,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 30918, BILLINGS, MT 59116-0918
- In care of
- % MONTANA BANK TTEE
- Signed the 990-PF
- DEBRA UECKER, VP
- Phone
- (888) 791-4075
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-6046256
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1977
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $297,125
- Income (IRS master file)
- $86,345
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $14,453 | $19,780 | $297,125 | XML |
| 990-PF | May 2025 | $18,293 | $19,607 | $302,319 | XML |
| 990-PF | May 2024 | $16,577 | $21,044 | $303,616 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-6046256).
Questions about THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND
- What is the EIN of THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND?
- The employer identification number (EIN) of THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND is 81-6046256.
- Is THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $5,000 (FIRST INTERSTATE BANK, TRUSTEE).
- How much revenue does THOR-SVENBY-SOPHIE JOHNSON SCHOLARSHIP FUND have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $14,453, expenses of $19,780 and total assets of $297,125 at year end.
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