Nonprofit · EIN 48-1276104
CARLSON MUSIC SCHOLARSHIP FUND
Tax-exempt · BILLINGS, MT 59116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,969 | $35,619 | $30,350 | $560,462 | $0 | $560,462 |
| December 31, 2024 | 990-PF | $31,781 | $35,011 | -$3,230 | $530,209 | $0 | $530,209 |
| December 31, 2023 | 990-PF | $25,534 | $38,673 | -$13,139 | $533,385 | $0 | $533,385 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,987
- Net gain from sales of assets
- $43,982
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $8,453
- Disbursements for charitable purposes
- $28,486
- Excise tax on investment income
- $823
Balance sheet and other
- Total assets, start of year
- $530,209
- Total assets, end of year
- $560,462
- Total liabilities, end of year
- $0
- Net assets, end of year
- $560,462
- Fair market value of assets
- $683,216
- Qualifying distributions
- $28,486
- Net investment income
- $65,934
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK 425 1ST AVENUE NORTH, GREAT FALLS, MT 59401 | TRUSTEE | 5 | $8,453 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK 425 1ST AVENUE NORTH, GREAT FALLS, MT 59401 | TRUSTEE | 5 | $7,721 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST INTERSTATE BANK 425 1ST AVENUE NORTH, GREAT FALLS, MT 59401 | TRUSTEE | 5 | $7,042 |
Address and contacts
- Address (IRS master file)
- PO BOX 30918, BILLINGS, MT 59116-0918
- In care of
- % FIRST INTERSTATE BANK
- 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 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 | 990-PF 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
- 48-1276104
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $560,462
- Income (IRS master file)
- $255,600
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $65,969 | $35,619 | $560,462 | IRS |
| 990-PF | December 2024 | $31,781 | $35,011 | $530,209 | IRS |
| 990-PF | December 2023 | $25,534 | $38,673 | $533,385 | 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 48-1276104).
Questions about CARLSON MUSIC SCHOLARSHIP FUND
- What is the EIN of CARLSON MUSIC SCHOLARSHIP FUND?
- The employer identification number (EIN) of CARLSON MUSIC SCHOLARSHIP FUND is 48-1276104.
- Is CARLSON MUSIC SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CARLSON MUSIC SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARLSON MUSIC SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARLSON MUSIC SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARLSON MUSIC SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CARLSON MUSIC SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,453 (FIRST INTERSTATE BANK, TRUSTEE).
- How much revenue does CARLSON MUSIC SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,969, expenses of $35,619 and total assets of $560,462 at year end.
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