Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HAWKINS SCHOLARSHIP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)DAVIDSON TRUST CO PO BOX 2309
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREAT FALLS, MT594032309
A Employer identification number

81-6018444
B Telephone number (see instructions)

(406) 791-7320
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,108,427J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,742 1,742  
4 Dividends and interest from securities... 113,610 113,610  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,577
b Gross sales price for all assets on line 6a 1,524,819
7 Capital gain net income (from Part IV, line 2)... 78,577
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 193,929 193,929  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,986 45,986   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,270 2,270   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,027 421   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 237 237   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,520 48,914   0
25 Contributions, gifts, grants paid....... 191,675 191,675
26 Total expenses and disbursements. Add lines 24 and 25 242,195 48,914   191,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -48,266
b Net investment income (if negative, enter -0-) 145,015
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 647    
2 Savings and temporary cash investments......... 372,859 280,471 280,471
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 467,303 Click to see attachment297,305 319,213
b Investments—corporate stock (attach schedule)....... 2,042,960 Click to see attachment2,076,108 3,411,296
c Investments—corporate bonds (attach schedule)....... 811,069 Click to see attachment961,392 1,008,804
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 44,547 Click to see attachment75,843 88,643
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,739,385 3,691,119 5,108,427
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,739,385 3,691,119
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 3,739,385 3,691,119
30 Total liabilities and net assets/fund balances (see instructions). 3,739,385 3,691,119
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,739,385
2
Enter amount from Part I, line 27a .....................
2
-48,266
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,691,119
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,691,119
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a DA DAVIDSON TRUST - COVERED      
b DA DAVIDSON TRUST - COVERED      
c DA DAVIDSON TRUST - NON COVERED      
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 225,774   274,080 -48,306
b 1,132,492   1,103,498 28,994
c 164,635   68,664 95,971
d 1,918     1,918
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -48,306
b       28,994
c       95,971
d       1,918
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 78,577
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,016
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,016
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,016
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,080
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,080
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,064
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,040 RefundedBullet 11 24
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVIDSON TRUST CO Telephone no.bullet (406) 791-7320

    Located atbulletPOBOX 2309GREAT FALLSMT ZIP+4bullet594032309
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVIDSON TRUST CO TRUSTEE
    10.00     		45,986 0 0
    PO BOX 2309
    GREAT FALLS,MT594032309
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,352,862
    b
    Average of monthly cash balances.......................
    1b
    290,224
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,643,086
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,643,086
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    69,646
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,573,440
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    228,672
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    228,672
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,016
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,016
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    226,656
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    226,656
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    226,656
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    191,675
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    191,675
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    191,675
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 226,656
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 15,950
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 191,675
    a Applied to 2019, but not more than line 2a 15,950
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 175,725
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		50,931
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVIDSON TRUST COMPANY
    PO BOX 2309
    GREAT FALLS,MT594032309
    (406) 791-7325
    bThe form in which applications should be submitted and information and materials they should include:
    A STANDARD APPLICATION AND PROCESS IS USED FOR THE SCHOLARSHIP. PRIMARILY IT RELATES TO ACADEMIC RESULTS, EXTRACURRICULAR ACTIVITIES AND NEED FOR ASSISTANCE AND FUTURE PLANS.
    cAny submission deadlines:
    BEFORE GRADUATION
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRADUATES OF FLATHEAD COUNTY HIGH SCHOOLS
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AARIS HILL
    815 12TH STREET EAST
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ABIGAIL GIRARDOT
    208 LAKESHORE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ABIGAIL HOLDERBAUM
    1588 CONDOR DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ABIGAIL LOWRY
    107 FOX FARM LANE
    KALISPELL,MT59901     		  I SCHOLARSHIP 1,300
    ADAM BARTLETT
    505 COUNTRY WAY EAST
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    AHNA FOX
    118 MANY LAKES DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ALEX DURADO
    116 BUFFALO STAGE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    AMBER REINER
    128 ASPEN GROVE WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    AMMANN KOCH-FORD
    1344 4TH ST EAST
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    AMY SMITH
    28 STRATFORD DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ANNE BURTSFIELD
    302 4TH AVE E
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ANNIE ROBERTSON
    6520 FARM TO MARKET RD
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    ASHLEY HAMMEL
    485 MEADOW HILL DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ASHLYN CLEVELAND
    2285 MCMANNAMY DRAW
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    BELLEZA GOODSON
    124 SWANLEA ROAD SOUTH
    BIGFORK,MT59911     		  I SCHOLARSHIP 675
    BENJAMIN PERRIN
    220 TROUTBECK RD
    LAKESIDE,MT59922     		  I SCHOLARSHIP 675
    BENJAMIN SCHWALLER
    276 SOMERSET DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    BETHANY LYFORD
    PO BOX 10821
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    BRETT THOMPSON
    101 SWAN RIDGE COURT
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    BRYCE BENNETT
    181 CAROL LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    CASSANDRA PRAXEL
    675 4TH AVE WN
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    CASSIDY HARTSOCH
    131 HILLTOP AVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    CASSIDY NORICK
    285 SKY RIDGE LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    CELESTE KIMBLE
    924 SOUTHVIEW LN
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    CHARLES GAPP
    250 LAKE BLAINE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    CHLOE ERB
    1005 BLACKMER LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    CHLOE KIENAS
    PO BOX 1752
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    COLE DYKHUIZEN
    25 TRILLIUM WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    COLTEN MCPHEE
    PO BOX 703
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    CONNOR ERNSPERGER
    128 LAMBERT CT
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    CORTNEE ANELLO
    4470 TRUMBLE CREEK RD
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    DAWSON COOPER
    46 FRONTIER LOOP
    MARION,MT59925     		  I SCHOLARSHIP 675
    DEVINN PAINE
    373 WINDSOR COURT
    BIGFORK,MT59911     		  I SCHOLARSHIP 675
    DREW MORGAN
    1003 PARK PLACE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    ELLA GREENBERG
    416 CENTRAL AVE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    ELSA MICHELSEN
    809 1ST AVE E
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    DILLON WANNER
    1306 EDDY CT
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    EVAN TODD
    305 WHITE BIRCH LN
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    GENEVIEVE DELORME
    382 KOKANEE BEND DRIVE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    HALLIE MASSEY
    260 LAKE BLAINE RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    HALLIE NIKUNEN
    380 SUMMIT RIDGE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    HANNAH O'DELL
    189 HIGH ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    HAYLEE LEARN
    137 MY WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    HEIDI SCHNELLER
    PO BOX 492
    SOMERS,MT59932     		  I SCHOLARSHIP 675
    HUNTER DRIEAR
    300 WAGNER LANE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    JACOB ORT
    230 4TH AVE W
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    JADE GREENBERG
    416 CENTRAL AVE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    JADEN ATTARD
    42 SOUTHVIEW DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    JASMINE GRUBER
    178 BIRCH DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    JAZMINE CHRISTENSEN
    122 EMPIRE LOOP
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    JEANNE JONES
    160 FOOTHILL GLEN
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    JENICA THOMSON
    PO BOX 1975
    BIGFORK,MT59911     		  I SCHOLARSHIP 675
    JONATHAN CRAVER
    1127 ROCKY MEADOWS TRAIL
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    JOSHUA ANDERSON
    1992 GREATVIEW DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KADON CHEFF
    163 NORTH RIDING RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KAILEIGH CRAWFORD
    36 PONDEROSA DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KAITLIN CREEKMORE
    2064 FOOTHILLS RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KAITLIN GARATE
    955 3RD STREET WEST NORTH
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    KAITLYN DITTMER
    107 WENDT WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KAIYA PIILOLA
    PO BOX 2627
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    KATE SMITH
    271 ROCKY MEADOWS LOOP
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KAYLA KALLIS
    631 SCENIC DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KAYLA PRAXEL
    675 4TH AVE WN
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KAYLEE ASHE
    21 BLUE JAY WAY
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    KAYSIE MALMIN
    155 NORTHLAND DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KENZIE GRIFFIN
    PO BOX 62
    LAKESIDE,MT59922     		  I SCHOLARSHIP 675
    KYLA JOHNSTON
    2115 DRIFT WATER WAY
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    KYLE BUCKINGHAM
    119 BUFFALO STAGE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    LAUREN STRATTON
    PO BOX 747
    KILA,MT59920     		  I SCHOLARSHIP 675
    LAYTON PRAXEL
    675 4TH AVE WN
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    LINDSEY HAMMEL
    485 MEADOW HILL DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    LINDSEY MATULIONIS
    1067 CREEKWOOD DRIVE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    LOGAN SIBLERUD
    127 VALLEY VISTA DRIVE
    SOMERS,MT59932     		  I SCHOLARSHIP 675
    LOGAN STENCEL
    65 GREAT BEAR LN
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    MADISON LOOMIS
    PO BOX 5361
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    MAKENNA KAUFFMAN
    200 NORTHERN LIGHTS BLVD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    MALEA BAUER
    12 WHITE BARK
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    MARCUS DEVRIES
    200 DRAKE DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    MARLEE BENDER
    250 EVERS CREEK RD
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    MARY HOOKS
    PO BOX 4028
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    MELINDA DARDIS
    326 6TH AVE E
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    MORGAN GEER
    1373 BALD EAGLE LOOP
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    MORGAN KELLY
    1915 MT HWY 206
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    OLIVIA MOHATT
    665 LEISURE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    PAIGE SWEEM
    PO BOX 3566
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    PAYTON FISHER
    1503 COLUMBIA DR
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    PAYTON HALLOS
    342 6TH AVE W
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    RAYCHEL HOERNER
    298 ROBERTS RD
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    REGAN TINTZMAN
    264 SONGBIRD LN
    WHITEFISH,MT59937     		  I SCHOLARSHIP 675
    RILEY CHOUINARD
    279 MCWENNEGER DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    RILEY KOUNS
    119 WHITE BASIN CT
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    RYAN THOMSEN
    146 HIDDEN WATERS LANE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    RYAN VOSEN
    487 WHITE BASIN RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    RYLEY KEHR
    1422 TAMARACK LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    SAM HOVDE
    10 GARNIER LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    SAMANTHA WATERS
    17 TRILLIUM WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    SAVANNAH ELLIS
    1115 NUCLEUS AVENUE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    SEBASTIAN KOCH
    840 STEEL BRIDGE ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    SIERRA WILHELM
    834 7TH AVE W
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    SOPHIE DESCH
    2300 N MISSION DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    STEVEN CIRAOLO
    PO BOX 190485
    HUNGRY HORSE,MT59919     		  I SCHOLARSHIP 675
    TAYLOR POWELL
    595 3RD AVENUE WN
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    VANCE MILLER
    352 SHELTER VALLEY DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    VERONICA WARE
    105 WINDWARD WAY APT 105A
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    VINCENT FRIEL
    76 TWIN ACRES DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    ZACHERY KING
    201 LUPINE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    KELSEY WRIGHT
    PO BOX 2988
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 675
    ANDREW LORENC
    156 TRAILRIDGE ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 675
    MEREDITH BEDFORD
    94 GOLF TERRACE
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    HATTIE EMSLIE
    13857 MOON DRIVE
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    MAYA HARTIG
    84 BELTERRA LN
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    ELIZABETH KIRBY
    238 COUNTRY ACRES LANE
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    EMMA MILDREN
    395 SWAN RIVER ROAD
    BIGFORK,MT59911     		  I SCHOLARSHIP 1,700
    ASHLEY MILLER
    955 ELECTRIC AVENUE
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    CARLY STODGHILL
    180 MCDOWELL
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    CHANTELLE BODILY
    121 COLUMBIA MOUNTAIN LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    KIERA BROWN
    129 SCOTCH PINE LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    DADEN COLLICOTT
    830 ELK PARK RD 11
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    KYLEE DOUGHERTY
    PO BOX 1563
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    DANIEL HENJUM
    PO BOX 2667
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    MARTINA HEUPEL
    PO BOX 286
    WEST GLACIER,MT59936     		  I SCHOLARSHIP 850
    ETHAN HUNT
    PO BOX 2274
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    DONALD LAYCOCK
    79 SKY RIDGE LN
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    SAMUEL LOVERING
    PO BOX 503
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    JORDYN MACNEILL
    5 CRESCENT CIRCLE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    MAGDALENA MCKEON
    1504 COLUMBIA DR
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    KARA MOHR
    995 VANS AVE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    ANNA PICKARD
    310 MOUNTAIN CREEK RD
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    SUZANNA ROSALEZ
    PO BOX 4193
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    CLAIRE SCHMIDT
    PO BOX 130043
    CORAM,MT59913     		  I SCHOLARSHIP 850
    SUTTER STOLTE
    PO BOX 2031
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 1,700
    KATIE TRIPLETT
    2278 MIDDLE RD
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    SHYANE WILLIAMS
    285 SKY RIDGE LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    ALICE ADDINGTON
    125 SPLENDID VIEW DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MAX ANDERSON
    351 BISMARK ST
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    CHEYANNE ARNDT
    285 FOYS CANYON ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 1,700
    BRENDAN BARNES
    23 DALE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JESSICA BARNHART
    34 STONECREST DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MARIA BAY
    346 5TH AVE EAST
    KALISPELL,MT59901     		  I SCHOLARSHIP 1,700
    NICOLE BLACK
    10 APPLEWAY DR 5
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    GATLIN BRUNER
    127 GROUSE HAVEN WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JENNIFER CROW
    1535 EAGLE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    DAVID CURTIN
    2160 AIRPORT RD 23
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    NEILA DANLEY
    518 6TH AVE W
    KALISPELL,MT59901     		  I SCHOLARSHIP 1,700
    MCKENNA DENNEY
    240 KIENAS RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    AMANDA DIELMAN
    PO BOX 762
    KILA,MT59920     		  I SCHOLARSHIP 850
    STELLA EDDY
    27 PRAIRIE FALCON COURT
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    CALISTA FAHRNEY
    165 LOOKING EAST DRIVE
    SOMERS,MT59932     		  I SCHOLARSHIP 850
    BARRET FOX
    44 WHITETAIL MEADOWS RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    TRUE GANNON
    PO BOX 1646
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    NATASHA GESKER
    2209 WIDGEON CT
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ALYSSA HABEL
    111 PHEASANT DALE WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    DREW HARRISON
    727 ROCKY CLIFF DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JALEN HAWES
    152 5TH AVE E NORTH SUITE 1
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    EVAN HENDRICKSON
    714 4TH AVE EAST
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    BOHDI HOLLMAN
    217 KIRSTEN DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ZACH HONG
    1009 2ND AVE W
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JUNIPER ISAAK
    728 8TH AVE WEST
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JENNA JOHNSON
    7 CAYUSE SPUR WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    EMILY LEMBKE
    776 ROCKY CLIFF DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    CARLIN MANNING
    291 FAIRMONT RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MADDI MERCORD
    233 SHELTER VALLEY DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    CHLOE NADEAU
    223 SWAN RIVER RD
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    DERRICK NEATER
    PO BOX 2658
    KALISPELL,MT59903     		  I SCHOLARSHIP 850
    HOLLEE NORTON
    2311 COOT COURT
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SCOTT O'DONNELL
    31 BRUYER WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SABRINA ORR
    220 9TH AVE WEST APT 2
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ISIAH OWENS
    1230 6TH ST W APT 3
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    AYDAN PRIETO
    126 JOSHUA LANE
    MARION,MT59925     		  I SCHOLARSHIP 1,700
    KENDALL PYRON
    204 SEIGIAH WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JONAH RAISH
    579 WILLOW GLEN DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MACKENZIE RAMER
    760 WHITE FAWN LANE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SARABETH ROGGE
    PO BOX 1012
    LAKESIDE,MT59922     		  I SCHOLARSHIP 850
    TANNER RUSSELL
    60 VALLEY VIEW DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    EMMELINE SCHOW
    662 ECHO VIEW DR
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    JOHN SHELTON
    620 FAIRVIEW CROSSROADS
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    COOPER SMITH
    327 GLACIER RANCH ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    KIANNA STORM
    45 MUSKRAT DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ETHAN TANKO
    81 BEAR RUN RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    LUCAS THATCHER
    574 BLAINE VIEW LANE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SAMANTHA WALLACE
    728 COUNTRY WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JACKSON WALSETH
    434 5TH AVE E
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    AMBER WALTERS
    PO BOX 518
    KILA,MT59920     		  I SCHOLARSHIP 850
    BRIAN WELLS
    15 SALEM STREET
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SHIRLEY WEYMOUTH
    944 KINGFISHER LN
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    TREVOR WILSON
    206 LAKE BLAINE DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JULIA WYNNE
    202 BRIDGER DRIVE
    BIGFORK,MT59911     		  I SCHOLARSHIP 850
    MEGAN ANDERSEN
    225 LIBERTY STREET
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MORGAN BAKER
    2268 MISSION TRAIL
    KALISPELL,MT59901     		  I SCHOLARSHIP 1,700
    CHRISTOPHER BREESE
    220 GARLAND STREET
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ANDREW ENGELLANT
    156 RIVER VIEW DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MATTHEW GLIMM
    5107 ASHLEY LAKE RD
    KILA,MT59920     		  I SCHOLARSHIP 1,700
    AUBRY GRAME
    2064 MISSION WAY SOUTH
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MICAH HEIL
    511 CRESTVIEW ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    BRENDAN HENSHAW
    PO BOX 5236
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ALFRED LUKE HEUPEL
    2266 MISSION WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    MICAH HICKETHIER
    602 WEST ARIZONA ST
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    KACEY HILL
    162 TAELOR ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SIMON HILL
    314 5TH AVE E
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    DANNY KERNAN
    370 WEST BOWMAN DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    REESE KOESTER
    114 BUFFALO SQUARE COURT
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    REGIN KOESTER
    114 BUFFALO SQUARE COURT
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ADDISON LABRUM
    386 YODELIN RIDGE RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    PRESTON LA SALLE
    123 CALLY LANE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ABI MANGER
    536 CRESTVIEW ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    TERRAN MEHAN
    1717 SOUTH WOODLAND DRIVE 9
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    ALLEE MEYER
    165 BATTLE RIDGE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    BROOKS MICHAELS
    124 PARKRIDGE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    JAYNA MOULTRAY
    1533 3RD AVE WEST
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    ROGUN NICHOLSON
    57 SCARBOROUGH AVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    HANNAH NIKUNEN
    380 SUMMIT RIDGE DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    AUBRIE RADEMACHER
    145 PHEASANT RUN
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    LUCAS RITZDORF
    118 N HAVEN DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SHEA SIDERIUS
    686 COUNTRY WAY
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    EMMA SIMPSON
    138 SHELTER VIEW DR
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    LAURA SYMMES
    161 TRAILRIDGE ROAD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SAGE VANTERPOOL
    151 ANTLER PEAK LANE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    LINSEY WAUGH
    328 NORTHRIDGE DRIVE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    WYATT WELLER
    34 CHIP COURT
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    LUKE WILSON
    79 GLACIER CIRCLE
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    IAN CALAWAY
    317 FAIRWAY DRIVE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    LOGAN DROWN
    23 SCHOLAR BLVD
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    BRIDGER GAERTNER
    1054 CREEKVIEW COURT
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    PAUL GEER
    484 BEAR TRAIL
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    MAX GRIMES
    46 DEER MEADOWS LANE
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    ALEXANDRA GUNSET
    125 BUCKSKIN RUN
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    GRANT KAHLE
    90 IRISH BEND
    COLUMBIA FALLS,MT59912     		  I SCHOLARSHIP 850
    PAYTON KASTELLA
    269 BLANCHARD LAKE RD
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    CONSTENCE LARSEN
    1145 PRAIRIE VIEW RD
    KALISPELL,MT59901     		  I SCHOLARSHIP 850
    SAM MENICKE
    1042 2ND STREET EAST
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    LOGAN MERCER
    920 PACKRAT LANE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    JEIVEN PEMBERTON
    115 WAGON WHEEL RD
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    AIDAN REID
    227 COUGAR TRAIL
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    ELISE SABIN
    858 LATIGO LANE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 1,700
    ABIGAIL SHAFFER
    417 ICE HOUSE TERRACE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    MIA VAN VLACK
    368 SAWTOOTH DRIVE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    JOSEPHINE VARDELL
    333 JENNINGS AVE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    MILES VRENTAS
    345 SHADY RIVER LANE
    WHITEFISH,MT59937     		  I SCHOLARSHIP 850
    Total .................................bullet 3a 191,675
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,742  
    4 Dividends and interest from securities....     14 113,610  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 78,577  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 193,929 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    193,929
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,270 2,270   0

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    Category Amount
    N/A 0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLY FINL INC SR NOTE 5.80% 05/01/25-25 71,109 71,247
    AMERICAN HOMES 4 RENT 4.90% 02/15/29-28 42,375 42,265
    APPLE INC 3.25% 35,499 39,277
    BECTON DICKINSON & CO 2..894% 06/06/22-22 39,318 39,278
    CAMDEN PPTY TR 4.1% 61,397 65,316
    FEDERAL NATIONAL MORTGAGE ASSN 65,278 65,370
    FEDERAL NATIONAL MORTGAGE ASSN 70,120 70,167
    GOLDMAN SACHS SR 2.625% 04/25/21-21 71,647 72,374
    IHS MARKIT LTD SR 4.125 72,076 76,111
    MARTIN MARIETTA MATERIALS 4.25% 46,350 50,179
    MAXIM INTEGRATED PRODUCTS INC 4.125% 70,315 73,692
    MCCORMICK & CO SR 3.15% 08/15/24-24 69,486 75,886
    MEAD JOHNSON NUTRITION 4.125% 61,557 69,229
    SHERWIN WILLIAMS SR 3.125% 06/01/24-24 59,277 65,082
    SHERWIN WILLIAMS SR NT 2.95% 08/15/29-29 64,614 66,020
    VISA INC SR 3.15% 60,974 67,311

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALAPHBET INC CAP STK CL C 42,484 159,369
    AMAZON.COM INC 70,989 123,744
    ANNALY CAPITAL MANAGEMENT 62,310 57,756
    APPLE INC 23,307 207,355
    BANK OF AMERICA CORP 91,568 119,876
    CHEVRON CORP 107,877 82,930
    CISCO SYSTEMS INC 72,572 104,221
    COMCAST CORP 95,530 170,300
    CVS HEALTH CORPORATION 98,705 117,818
    FIDELITY NATL INFORMATION SVCS 81,759 83,461
    FIRSTCASH INC 62,082 72,491
    HONEYWELL INTERNATIONAL INC 57,267 76,572
    INTERNATIONAL PAPER 63,047 72,591
    JOHNSON AND JOHNSON 61,236 129,052
    JP MORGAN CHASE 54,611 116,904
    LABORATORY CORP OF AMERICA 56,987 79,385
    LAS VEGAS SANDS CORP COMMON 72,794 89,996
    MAXIM INTEGRATED PRODUCTS 24,010 98,733
    MEDTRONIC PLC SHS 63,823 70,870
    MDU RESOURCES GROUP INC 61,941 75,069
    MICROCHIP TECHNOLOGY 20,815 92,393
    MICROSOFT CORP 42,200 212,182
    MOSAIC 80,723 83,526
    NORFOLK SOUTHERN CORP 54,071 80,787
    PEPSICO 40,586 77,805
    PFIZER INC 73,727 116,688
    PHILIP MORRIS INTERNATIONAL 100,699 119,632
    SOUTHERN COMPANY 92,706 117,638
    STARBUCKS CORP 39,283 80,243
    TAKEDA PHARMACEUTICAL 67,413 66,230
    3M CO 65,791 74,286
    UNITED PARCEL SERVICE 37,852 93,462
    WALMART INC 35,343 87,931

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    US Government Securities - End of Year Book Value:

    297,305
    US Government Securities - End of Year Fair Market Value:

    319,213
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TERRENO REALTY CORP (REIT) AT COST 75,843 88,643

    TY 2020 OtherExpensesSchedule
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS COSTS 237 237   0


    TY 2020 TaxesSchedule
    Name:
    HAWKINS SCHOLARSHIP FOUNDATION
    EIN:
    81-6018444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2020 990PF ESTIMATES 1,020 0   0
    2019 990PF BALANCE DUE 586 0   0
    FOREIGN TAXES WITHHELD 421 421   0