Civic Intelligence

Horsman Foundation Davidson Trust

990PF • Fiscal year 2012 • EIN 81-0520094

Oct 01, 2011 to Sep 30, 2012 • Filed on Feb 12, 2013

Organization Profile
PO Box 230959403-2309
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

89th percentile

$9,972

Higher top officer pay than 89% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

25th percentile

-4.5%

Faster asset growth than 25% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$585,383

Down $27,637 (-4.5%) from 2011

Net Assets

Down

$585,383

Down $27,637 (-4.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$77,584

Down $15,417 (-17%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $613,020Liabilities 2011: $0Net Assets 2011: $613,0202011Assets 2012: $585,383Liabilities 2012: $0Net Assets 2012: $585,3832012Assets 2013: $476,683Liabilities 2013: $0Net Assets 2013: $476,6832013Assets 2014: $480,600Liabilities 2014: $0Net Assets 2014: $480,6002014Assets 2015: $429,264Liabilities 2015: $0Net Assets 2015: $429,2642015Assets 2016: $367,025Liabilities 2016: $0Net Assets 2016: $367,0252016Assets 2020: $122,808Liabilities 2020: $0Net Assets 2020: $122,8082020Assets 2021: $57,698Liabilities 2021: $0Net Assets 2021: $57,6982021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2012

Assets$585,383
Liabilities$0
Net Assets$585,383
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $93,0012011Expenses 2012: $77,5842012Expenses 2013: $133,9562013Revenue 2014: $98,001Expenses 2014: $94,084Net Income 2014: $3,9172014Revenue 2015: $42,594Expenses 2015: $93,930Net Income 2015: -$51,3362015Revenue 2016: $11,933Expenses 2016: $74,172Net Income 2016: -$62,2392016Revenue 2020: $7,108Expenses 2020: $58,183Net Income 2020: -$51,0752020Revenue 2021: $16,981Expenses 2021: $84,654Net Income 2021: -$67,6732021Revenue 2022: -$3,649Expenses 2022: $55,152Net Income 2022: -$58,8012022

Highlighted filing

2012

Revenue-
Expenses$77,584
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Feb 12, 2013
Return Version
2011v1.5
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVIDSON TRUST COMPANYTrustee-$9,972-$9,972
LORI L ANGUSSelection Committee-$0--
GUIDANCE COUNSELOR FLATHEAD HIGH SCSelection Committee-$0--
PRINCIPAL FLATHEAD HIGH SCHOOLSelection Committee-$0--
PRINCIPAL GLACIER HIGH SCHOOLSelection Committee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTIERNEY STRANDBERGSCHOLARSHIPN/AKALISPELL, MT, US$19,946
Paid GrantZACH MATTESONSCHOLARSHIPN/AKALISPELL, MT, US$18,592
Paid GrantJOSIAH BUMGARNERSCHOLARSHIPN/ABLACKBURG, VA, US$11,790
Paid GrantBLAKE BALCOMSCHOLARSHIPN/AKALISPELL, MT, US$9,275
Paid GrantDREW NARDUZZISCHOLARSHIPN/AKALISPELL, MT, US$4,989
Filing and Contact Details

Filer

EIN
81-0520094
Raw XML Appendix398 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01690
AccountingFeesSchedule/AccountingFees/Category0JORDAHL & SLITER, PLLC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0845
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome0845
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0564129
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0639147
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount018654
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount030377
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount031
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount0885
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount049947
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA049947
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0845
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0845
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01690
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm030377
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm09972
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss09972
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps064592
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss064592
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm018654
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss018654
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-27637
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0241482
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm031
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss031
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss030377
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome037800
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0885
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01330
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps065437
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm012147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss077584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome049947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses049947
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0845
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm012147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss012992
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/InvestmentsOtherBOY0600635
IRS990PF/BalanceSheets/InvestmentsOtherEOY0564129
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0639147
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0613020
IRS990PF/BalanceSheets/RetainedEarningsEOY0585383
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY012385
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY021254
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV021254
IRS990PF/BalanceSheets/TotalAssetsBOY0613020
IRS990PF/BalanceSheets/TotalAssetsEOY0585383
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0660401
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0613020
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0585383
IRS990PF/BalanceSheets/TotalNetAssetsBOY0613020
IRS990PF/BalanceSheets/TotalNetAssetsEOY0585383
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome030377
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis073546
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1137559
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-10-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-10-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-09-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SECURITY SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1SECURITY SALES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss05801
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss124576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses05801
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses124576
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice079347
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1162135
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-27637
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0585383
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0613020
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0585383
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted031678
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj031678
IRS990PF/DistributableAmount/DistributableAmountBeforeDed031678
IRS990PF/DistributableAmount/MinimumInvestmentReturn032434
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0756
IRS990PF/DistributableAmount/TotalTax0756
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0640
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0756
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0756
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0756
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0116
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0640
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0660401
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0658555
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances030954
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0627601
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable09878
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn032434
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0648677
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0658555
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition40.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation09972
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DAVIDSON TRUST COMPANY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LORI L ANGUS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2GUIDANCE COUNSELOR FLATHEAD HIGH SC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3PRINCIPAL FLATHEAD HIGH SCHOOL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4PRINCIPAL GLACIER HIGH SCHOOL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SELECTION COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SELECTION COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SELECTION COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4SELECTION COMMITTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 2309
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 7011
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12644 4TH AVE W
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13644 4TH AVE W
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14375 WOLFPACK WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GREAT FALLS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1KALISPELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2KALISPELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3KALISPELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4KALISPELL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4MT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0594032309
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1599040011
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode259901
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode359901
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode459901
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct096397
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets096019
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.148023
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.115399
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.134438
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.202912
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.162181
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.125184
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0648677
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10705508
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20712029
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30754918
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401028154
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501172343
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0378
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions065437
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1081415
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2095724
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30153182
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40166747
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50146759
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.740114
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions065437
IRS990PF/QualifyingDistributions/ExpensesAndContributions065437
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions065437
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DAVIDSON TRUST CO
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04067917325
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 2309
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GREAT FALLS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0594032309
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MT
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals01
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0APPLICATION INFORMATION PACKET AVAILABLE AT GUIDANCE COUNSELORS OFFICE.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0GUIDANCE COUNSELOR FLATHEAD HIGH SC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04067513504
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10644 4TH AVENUE W
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0KALISPELL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode059901
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0FINANCIALLY NEEDY INDIVIDUALS, GRADUATES OF FLATHEAD HIGH SCHOOL AND GLACIER HIGH SCHOOL, PLANNING ON ATTENDING AN ACCREDITED FOUR-YEAR PROGRAM OF HIGHER EDUCATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0DEADLINE FOR APPLICATIONS MAY 2012.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount09275
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount14989
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount219946
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount318592
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount411790
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BLAKE BALCOM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11DREW NARDUZZI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12TIERNEY STRANDBERG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ZACH MATTESON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14JOSIAH BUMGARNER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101002 5TH AVE E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111019 2ND AVE E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121430 6TH AVE W
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13270 FAIRVIEW DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PRITCHARD RM 6047 360 WASHINGTON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0KALISPELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1KALISPELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2KALISPELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3KALISPELL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BLACKBURG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode059901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode159901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode259901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode359901
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode424060
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear064592
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear031678
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted031678
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1046779
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2060583
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30115860
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40115839
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5090952
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5090952
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0372820
IRS990PF/UndistributedIncome/ExcessFromCurrentYear033759
IRS990PF/UndistributedIncome/ExcessFromYear1046779
IRS990PF/UndistributedIncome/ExcessFromYear2060583
IRS990PF/UndistributedIncome/ExcessFromYear30115860
IRS990PF/UndistributedIncome/ExcessFromYear40115839
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions065437
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus033759
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0463772
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0430013
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0874
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome111
OtherIncomeSchedule2/OtherIncome/Description0SECURITIES LITIGATION SETTLEMENTS
OtherIncomeSchedule2/OtherIncome/Description1FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0874
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome111
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0874
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks111
TaxesSchedule/Taxes/Amount023
TaxesSchedule/Taxes/Amount11307
TaxesSchedule/Taxes/Category0FOREIGN TAXES WITHHELD
TaxesSchedule/Taxes/Category1FEDERAL TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome023
TaxesSchedule/Taxes/NetInvestmentIncome11307
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0810520094
ReturnHeader/Filer/Name/BusinessNameLine10HORSMAN FOUNDATION DAVIDSON TRUST
ReturnHeader/Filer/NameControl0HORS
ReturnHeader/Filer/Phone04067917325
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2309
ReturnHeader/Filer/USAddress/City0GREAT FALLS
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode0594032309
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-12
ReturnHeader/Officer/Name0KAREN GROVE
ReturnHeader/Officer/Phone04067917325
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/Preparer/DatePrepared02013-02-12
ReturnHeader/PreparerFirm/EIN0810497523
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JORDAHL & SLITER PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 8600
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0KALISPELL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0599041600
ReturnHeader/Preparer/Name0JUSTIN P SLITER
ReturnHeader/Preparer/Phone04067521040
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-10-01
ReturnHeader/TaxPeriodEndDate02012-09-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-14T09:09:43-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$585,383
Liabilities
$0
Net assets
$585,383
Revenue
-
Expenses
$77,584
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.55$0.59
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.17$0.85$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.07$0.58$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.12$0.74$0.62
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.43$0.94$0.51
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.00$4.81$0.98$0.94$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$1.34
2012Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.78
2011Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.93