2024-03-31T01:07:49-04:00 2023-12-31 990PF 2023-01-01 810528257 JESSICA MCBRIDE LIDHOLM AND JASON ERIK LIDHOLM SCHOLARSHIP FUND INC % Byron McBride JESS 4066700965 3130 FORSYTHIA BLVD BILLINGS MT 591020411 Byron McBride Director 4066700965 2024-03-31 2023 2023-04-26 12:10:37Z X 83128 X 600 X 1 0 742 742 -1 2 0 1066 1066 2408 1808 37 0 0 37 0 0 4000 4000 4037 0 4000 -1629 1808 0 3128 5357 5357 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 51924 53425 77771 0 0 0 55052 58782 83128 0 0 0 0 0 0 0 0 X 55052 58782 0 0 55052 58782 55052 58782 55052 -1629 5593 59016 234 58782 Publicly Traded Securities - Master Limited Partnership 2 0 3 -1 -1 -1 0 25 0 25 0 25 0 0 0 0 0 25 0 0 false false false 0 0 0 false false false false true true MT true false false false false false Byron McBride 4066700965 3130 FORSYTHIA BLVD BILLINGS MT 591020411 false false false false false false false false false false false false false false false false false false false false false false false Byron McBride 3130 Forsythia Blvd Billings MT 59102 Director 2.00 0 0 0 Carole McBride 3130 Forsythia Blvd Billings MT 59102 Director 0.50 0 0 0 NONE NONE 77322 4243 0 81565 0 0 81565 1223 80342 4017 4017 25 0 25 3992 0 3992 0 3992 4000 0 0 0 0 4000 3992 0 2021 2020 2019 0 0 0 0 0 441 441 4000 0 0 0 3992 8 0 0 449 0 0 0 0 0 0 0 449 0 0 0 441 8 X University of Montana Foundation 950 Arthur Ave Gilkey Bldg 2nd Floor Missoula MT 598079715 GOV Student Scholarship 4000 4000 0 0 0 1 0 0 742 0 0 1066 0 0 -1 0 0 1808 1808 3 Interest on cash held for foundation activity 4 Dividends from investments 7 Capital gain income from exchange of investments false false false false false false false false false false Blackstone Inc 6949 20293 Enterprise Products Partners 10735 16390 Magellan Midstream Partners 0 0 Oneok Inc 5323 5618 AAM Bahl and Gaynor Inc 8500 10371 Clearbridge Aggressive Growth 6000 2486 Columbia Dividend Inc 10418 13997 Nuveen Dividend Growth 5500 8616 Tax Penalty payment net 234 Increase in cash balance 2229 Increase in investments through exchange and reinvestment of unrealized gains 1501 Return of Capital on Partnership 1863 Investment Excise Tax - Federal 37 0 0 0