Nonprofit · EIN 41-1439561
JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND
Tax-exempt · NORTHFIELD, MN 55057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,941 | $7,942 | -$3,001 | $101,324 | $1,800 | $99,524 |
| December 31, 2023 | 990-PF | $6,272 | $7,859 | -$1,587 | $102,525 | $0 | $102,525 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $3,443
- Interest
- $768
- Net gain from sales of assets
- $730
Expenses
- Grants and similar amounts paid
- $6,000
- Disbursements for charitable purposes
- $6,500
- Excise tax on investment income
- $63
Balance sheet and other
- Total assets, start of year
- $102,525
- Total assets, end of year
- $101,324
- Total liabilities, end of year
- $1,800
- Net assets, end of year
- $99,524
- Fair market value of assets
- $120,289
- Qualifying distributions
- $6,500
- Net investment income
- $5,244
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLIDA WAKEFIELD UNDERWAGER 5263 130TH ST E, NORTHFIELD, MN 55057 | PRESIDENT | 0 | $0 |
| JEAN DICKSON 5263 130TH ST E, NORTHFIELD, MN 55057 | VICE-PRESIDE | 0 | $0 |
| SALLY LEGRAND 710 ORCHARD PL, NORTHFIELD, MN 55057 | SECRETARY | 0 | $0 |
| RACHEL LARSON 18742 VOGEL FARM TRAIL, EDEN PRAIRIE, MN 55347 | TREASURER | 0 | $0 |
| RICHARD KLEBER 7133 SHANNON DRIVE, EDINA, MN 55439 | DIRECTOR | 0 | $0 |
| ROBERT SULLIVAN 1412 PIONEER CT, NORTHFIELD, MN 55057 | DIRECTOR | 0 | $0 |
| KEVIN JOHNSON 6233 115TH STREET EAST, NORTHFIELD, MN 55057 | DIRECTOR | 0 | $0 |
| CLAIRE FEENEY 345 CLARK DRIVE, APT 310, CORALVILLE, IA 52241 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HOLLIDA WAKEFIELD UNDERWAGER 5263 130TH ST E, NORTHFIELD, MN 55057 | PRESIDENT | 0.5 | $0 |
| JEAN DICKSON 5263 130TH ST E, NORTHFIELD, MN 55057 | VICE-PRESIDE | 0.5 | $0 |
| SALLY LEGRAND 710 ORCHARD PL, NORTHFIELD, MN 55057 | SECRETARY | 0.5 | $0 |
| RACHEL LARSON 18742 VOGEL FARM TRAIL, EDEN PRAIRIE, MN 55347 | TREASURER | 0.5 | $0 |
| RICHARD KLEBER 7133 SHANNON DRIVE, EDINA, MN 55439 | DIRECTOR | 0.5 | $0 |
| ROBERT SULLIVAN 1412 PIONEER CT, NORTHFIELD, MN 55057 | DIRECTOR | 0.5 | $0 |
| KEVIN JOHNSON 6233 115TH STREET EAST, NORTHFIELD, MN 55057 | DIRECTOR | 0.5 | $0 |
| CLAIRE FEENEY 345 CLARK DRIVE, APT 310, CORALVILLE, IA 52241 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5263 130TH ST E, NORTHFIELD, MN 55057-4880
- Signed the 990-PF
- HOLLIDA WAKEFIELD UNDERWAGER, PRESIDENT
- Phone
- (507) 645-8881
- Return prepared by
- GOODNEY & ETTER PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1439561
- 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
- 1983
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $101,324
- Income (IRS master file)
- $10,261
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,941 | $7,942 | $101,324 | IRS |
| 990-PF | December 2023 | $6,272 | $7,859 | $102,525 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 41-1439561).
Questions about JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND
- What is the EIN of JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND?
- The employer identification number (EIN) of JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND is 41-1439561.
- Is JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does JAMES WAKEFIELD DICKSON MEMORIAL SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,941, expenses of $7,942 and total assets of $101,324 at year end.
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