Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
The Doris Marcoux Educational Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address) PO Box 1827
  Room/suite
City or town
Williston
State or province
ND
Country  
ZIP or foreign postal code
58802
A Employer identification number

84-6651996
B Telephone number (see instructions)

7015779618
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,198,062J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 26,752 19,215  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,766
b Gross sales price for all assets on line 6a 4,766
7 Capital gain net income (from Part IV, line 2)... 4,766
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)....... Click to see attachment
List of Attached Documents:
// Content
141,220 141,220  
12 Total. Add lines 1 through 11........ 172,738 165,201  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,449 1,345   12,104
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
List of Attached Documents:
// Content
2,856 286   2,570
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
650 0   650
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,514 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,469 1,631   15,324
25 Contributions, gifts, grants paid....... 96,828 96,828
26 Total expenses and disbursements. Add lines 24 and 25 ................ 122,297 1,631   112,152
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,441
b Net investment income (if negative, enter -0-) 163,570
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............      
2 Savings and temporary cash investments......... 271,073 80,892 80,892
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 149,213 Click to see attachment
List of Attached Documents:
// Content
149,213 		146,101
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
60,000 		59,985
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 214,270 Click to see attachment
List of Attached Documents:
// Content
395,429 		367,084
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
29,300 		Click to see attachment
List of Attached Documents:
// Content
29,300 		Click to see attachment
List of Attached Documents:
// Content
544,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 663,856 714,834 1,198,062
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 663,856 714,834
29 Total net assets or fund balances (see instructions)..... 663,856 714,834
30 Total liabilities and net assets/fund balances (see instructions). 663,856 714,834
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
663,856
2
Enter amount from Part I, line 27a .....................
2
50,441
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
537
4
Add lines 1, 2, and 3 ..........................
4
714,834
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
714,834
Form 990-PF (2025)
Form 990-PF (2025)
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 Capital Gains Dividends P    
b
c
d
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 4,766     4,766
b
c
d
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       4,766
b
c
d
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 4,766
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
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 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) 1 2,274
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,274
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 2,274
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,240
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 4,240
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,966
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax1,966 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
ND
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressN/A
14
The books are in care ofFirst State Bank & Trust Telephone no. (701) 577-9618

Located atPO Box 1827WillistonND ZIP+458802
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
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 2025? .............
1d
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
First State Bank Trust Trustee
2.00 		13,449 0 0
PO Box 1827
Williston,ND588021827
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
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.............right arrow0
Part VIII-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  
2  
3  
4  
Part VIII-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  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
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
380,429
b
Average of monthly cash balances.......................
1b
240,056
c
Fair market value of all other assets (see instructions)................
1c
544,000
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,164,485
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
1,164,485
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
17,467
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,147,018
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
57,351
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
57,351
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,274
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,274
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
55,077
4
Recoveries of amounts treated as qualifying distributions................
4
537
5
Add lines 3 and 4............................
5
55,614
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 XII, line 1 ...
7
55,614
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
112,152
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
112,152
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 55,614
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 25,066
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 112,152
a Applied to 2024, but not more than line 2a 25,066
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 2025 distributable amount..... 55,614
e Remaining amount distributed out of corpus 31,472
5 Excess distributions carryover applied to 2025. 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 31,472
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		31,472
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 31,472
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
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, 3b, or 3c 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 IX, 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 XIV
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Nichole Kennedy
310 1st Ave E PO Box 1827
Williston,ND588021827
(701) 577-9618
bThe form in which applications should be submitted and information and materials they should include:
Application available upon request, and at www.fsbtnd.bank/trust/scholarships.
cAny submission deadlines:
July 1st and December 1st
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Student must be attending Williston State University for the period the scholarship is requested for.
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
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
Abigail Jim


2709 28th St W
Williston,ND58801 		None   Scholarship 268
Abigayle TeSoro


1534 Creekside Dr W
Williston,ND58801 		None   Scholarship 626
Adler Engh


2005 Bison Dr
Williston,ND58801 		None   Scholarship 268
Alivia Lowery


602 53rd St E Apt 208
Williston,ND58801 		None   Scholarship 268
Allison Gutierrez


2823 23rd St W
Williston,ND58801 		None   Scholarship 268
Allisson Mendoza


301 32nd St E Apt 215
Williston,ND58801 		None   Scholarship 268
Ashton Nickoloff


301 2nd St E Apt 201
Williston,ND58801 		None   Scholarship 268
Aubrey Nass


13411 Kings View Lane
Williston,ND58801 		None   Scholarship 1,088
Aubrianna Staloch


1907 20th Ave W
Williston,ND58801 		None   Scholarship 268
Ava Hauge


6741 59th St NW
Berthold,ND58718 		None   Scholarship 268
Avery Littlefield


10974 52nd St NW
Ray,ND58849 		None   Scholarship 268
Avy Ator


1703 1st Ave E
Williston,ND58801 		None   Scholarship 268
Braelynn Tofte


12892 48th St NW
Williston,ND58801 		None   Scholarship 268
Brayden Wagner


5729 133rd Ave NW
Williston,ND58801 		None   Scholarship 268
Brealen VanOstrand


3402 Long Branch Ave Apt 213
Williston,ND58801 		None   Scholarship 268
Bridger Johnson


6722 Fairview Dr
Williston,ND58801 		None   Scholarship 268
Brinlee Cancade


307 Lake St
Ray,ND58849 		None   Scholarship 268
Brody Bushnell


PO Box 70
Cartwright,ND58838 		None   Scholarship 268
Brynna Doyle


3321 33rd St W
Williston,ND58801 		None   Scholarship 268
Cambree Moss


2817 24th St W
Williston,ND58801 		None   Scholarship 268
Camden Ekblad-Lundby


2213 13th Ave E
Williston,ND58801 		None   Scholarship 268
Carson Coughlin


718 3rd Ave E
Williston,ND58801 		None   Scholarship 805
Cheryl Hayes


214 2nd St NW
Tioga,ND58852 		None   Scholarship 268
Chloee Stundal


4958 Lake View Loop
Williston,ND58801 		None   Scholarship 268
Crystal Ando


1209 Park Pl
Williston,ND58801 		None   Scholarship 268
Dylan Ekblad


2213 13th Ave E
Williston,ND58801 		None   Scholarship 268
Elisteph Ngwa Mankaa Muyani


1502 42nd St W Apt 205
Williston,ND58801 		None   Scholarship 268
Ella Richards


1238 7th Ave W
Williston,ND58801 		None   Scholarship 358
Elyse Lux


1907 16th Ct W
Williston,ND58801 		None   Scholarship 268
Elyza Kleven


1605 14th Ave E
Williston,ND58801 		None   Scholarship 268
Frances Huelsman


621 42nd St E
Williston,ND58801 		None   Scholarship 268
Grace Johnson


1611 23rd St W
Williston,ND58801 		None   Scholarship 268
Gretchen Hickel


6574 115th Ave NW
Ray,ND58849 		None   Scholarship 268
Greysen Kjelshus


1907 Crest St
Williston,ND58801 		None   Scholarship 268
Ishah Thullah


2415 24th Ave W Apt 202
Williston,ND58801 		None   Scholarship 268
Jace Moe


1240 8th Ave W
Williston,ND58801 		None   Scholarship 268
Jasiyah Wright


3120 Sleepy Ridge Ave Apt A204
Williston,ND58801 		None   Scholarship 268
Jayda Johnson Lewis


2304 14th Ave W
Williston,ND58801 		None   Scholarship 268
Joaquin Zubke


2518 6th Ave E
Williston,ND58801 		None   Scholarship 268
Jule Stenson


9575 125th Ave NW
Crosby,ND58730 		None   Scholarship 1,216
Kaden Brackey


1814 16th Ct W
Williston,ND58801 		None   Scholarship 268
Kaitlyn Osborn


4921 Lake View Loop
Williston,ND58801 		None   Scholarship 268
Kali Larsen


5374 132nd Ave NW
Williston,ND58801 		None   Scholarship 268
Kallon DeLorme


1818 15th Ave W
Williston,ND58801 		None   Scholarship 268
Kane Shannon


1511 E Hillcourt
Williston,ND58801 		None   Scholarship 268
Karrin Rustand


4966 Lake View Loop
Williston,ND58801 		None   Scholarship 2,500
Katelyn Kolness


808 3rd Ave E
Williston,ND58801 		None   Scholarship 268
Kaylee Cloud


13669 Cherry St NW
Williston,ND58801 		None   Scholarship 268
Keegan Ruth


3307 36th St W
Williston,ND58801 		None   Scholarship 268
Keele Grove


926 16th Ave W
Williston,ND58801 		None   Scholarship 268
Keeley Call


1713 25th St W
Williston,ND58801 		None   Scholarship 268
Kellan Larson


5920 152nd Ave NW
Williston,ND58801 		None   Scholarship 268
Kingsley Falade


3018 28th Ave W
Williston,ND58801 		None   Scholarship 268
Kory Chapman


14004 Country Lane
Williston,ND58801 		None   Scholarship 268
Kyah Pehrson


3329 Prairie Commons St
Williston,ND58801 		None   Scholarship 268
Kyah Stundal


4958 Lake View Loop
Williston,ND58801 		None   Scholarship 268
Kyra McLean


2414 34th Pl
Williston,ND58801 		None   Scholarship 268
Kysten Keever


10423 66th St NW
Tioga,ND58852 		None   Scholarship 1,386
Leia Melberg


3302 Long Branch Ave Apt 113
Williston,ND58801 		None   Scholarship 268
Lucas Finders


420 9th St E
Williston,ND58801 		None   Scholarship 268
Madalyn Morgan


13355 53V Loop
Williston,ND58801 		None   Scholarship 268
Madison Johnson


1618 9th Ave W
Williston,ND58801 		None   Scholarship 268
Madison Millet


1500 Meadowlark Court
Watford City,ND58854 		None   Scholarship 820
MaKenna Overy


2408 N Main Ct PO Box 2019
Williston,ND58801 		None   Scholarship 268
Makenna Vigness


3919 2nd Ave
Williston,ND58801 		None   Scholarship 268
Malte Kuhn


1822 N Perkins Rd Apt 223
Stillwater,OK74075 		None   Scholarship 2,500
Massa-Euodia Kpan


3710 26th St W Bldg 2 2202
Williston,ND58801 		None   Scholarship 268
McKayla Stiyer


14012 Prairie Ln Unit A
Williston,ND58801 		None   Scholarship 268
Micah Fleck


1703 20th Ave E
Williston,ND58801 		None   Scholarship 268
Myah Tofte


2114 Easy St
Williston,ND58801 		None   Scholarship 2,500
Naomi Hanson


2811 27th St W Apt 202
Williston,ND58801 		None   Scholarship 268
Nevaeh Barten


606 6th Ave W
Williston,ND58801 		None   Scholarship 268
Nicole Enno


3411 2nd Ave E
Williston,ND58801 		None   Scholarship 268
Noelle Martin


202 22nd St E
Williston,ND58801 		None   Scholarship 268
Oluwadamilola Olawole


3605 Long Branch Ave
Williston,ND58801 		None   Scholarship 268
owen cowan


5075 121st Rd NW
Epping,ND58843 		None   Scholarship 820
Prince Teghen


2702 23rd St W
Williston,ND58801 		None   Scholarship 268
Rhett Carns


1318 24th St W
Williston,ND58801 		None   Scholarship 268
Rylee Rude


4924 Country Lane
Williston,ND58801 		None   Scholarship 4,868
Sadie Graupe


2316 18th Circle W
Williston,ND58801 		None   Scholarship 268
Samantha Houle


13875 64th St Nw
Williston,ND58801 		None   Scholarship 6,525
Shaylee Kunze


309 6th Ave W
Ray,ND58849 		None   Scholarship 268
Shelby Knox


PO Box 572
Ray,ND58849 		None   Scholarship 375
Shelby Meyer


1219 13th Ave W
Williston,ND58801 		None   Scholarship 2,500
Susannah Schug


822 2nd Ave E
Williston,ND58801 		None   Scholarship 268
Tessa Sigvaldsen


5791 128th Dr NW
Epping,ND58843 		None   Scholarship 924
Tessa Wilda


5021 132nd Trl NW Lot 307
Williston,ND58801 		None   Scholarship 268
Vicktoria Holdaway


1822 N Perkins Rd Apt 223
Stillwater,OK74075 		None   Scholarship 2,500
Abby Olson


10941 60th St NW
Tioga,ND58852 		None   Scholarship 278
Abigayle Wishart


601 1st St SE
Crosby,ND58730 		None   Scholarship 278
Ainslen Tanner


13336 Yellowstone Meadow St
Williston,ND58801 		None   Scholarship 278
Alethia Lovgren


816 3rd Ave E
Williston,ND58801 		None   Scholarship 278
Aletta Nelson


221 4th St NW
Tioga,ND58852 		None   Scholarship 278
Alexa Avila-Vazquez


3213 11th Ave NE
Watford City,ND58854 		None   Scholarship 278
Alivia Lowery


602 53rd St E Ap 208
Williston,ND58801 		None   Scholarship 278
Annalesia Bishop


612 Main St
Ray,ND58849 		None   Scholarship 278
Ashton Nickoloff


208 34th St E Unit 303
Williston,ND58801 		None   Scholarship 278
Ava Hauge


6741 59th St NW
Berthold,ND58718 		None   Scholarship 278
averi Austreim


13904 Whitetail Circle
Williston,ND58801 		None   Scholarship 278
Avery Larson


6745 115th Ave NW
Ray,ND58849 		None   Scholarship 278
Avery Littlefield


402 11th Ave W
Ray,ND58841 		None   Scholarship 278
Bailey Hokanson


1537 Creekside Dr
Williston,ND58801 		None   Scholarship 278
Blake Bergstrom


409 Main St
Ray,ND58849 		None   Scholarship 278
Braelynn Tofte


12892 48th St NW
Williston,ND58801 		None   Scholarship 278
Breklyn Gonzales


1709 Bison Dr
Williston,ND58801 		None   Scholarship 278
Bridger Cvancara


8306 116th Ave NW
Wildrose,ND58801 		None   Scholarship 278
Brooklyn Edwards


302 6th Ave W PO Box 271
Ray,ND58849 		None   Scholarship 278
Caden Huravitch


2406 22nd St W
Williston,ND58801 		None   Scholarship 278
Carson Coughlin


718 3rd Ave E
Williston,ND58801 		None   Scholarship 278
Carson Weber


1803 23rd St W
Williston,ND58801 		None   Scholarship 278
Claudia Ponce


21011th Ave NE Apt 113
Watford City,ND58854 		None   Scholarship 127
Dani Tinklenberg


14064 Southview St
Williston,ND58801 		None   Scholarship 278
Dominic Thompson


3709 Orange Willow St
Williston,ND58801 		None   Scholarship 278
Elisteph Ngwa Mankaa Muynanwi


3415 34th St W
Williston,ND58801 		None   Scholarship 278
Elliott Coughlin


718 3rd Ave E
Williston,ND58801 		None   Scholarship 403
Elydie Johnson


11 8th Ave SW PO Box 73
Crosby,ND58730 		None   Scholarship 278
Emily Renaud


1111 17th Ave
Williston,ND58801 		None   Scholarship 278
Emmah Swint


900 7th Ave W
Williston,ND58801 		None   Scholarship 278
Garrett Bloms


1601 N University Dr 218
Fargo,ND58102 		None   Scholarship 1,400
Garrett Gathman


1918 22nd St W
Williston,ND58801 		None   Scholarship 1,400
Grace Keck


301 22nd St E
Williston,ND58801 		None   Scholarship 278
Hailey Demers


408 2nd Ave W
Ray,ND58849 		None   Scholarship 278
Hailey Marquardt


11175 67th St NW
Ray,ND58849 		None   Scholarship 278
Hailey Mattox


PO Box 371
Ray,ND58849 		None   Scholarship 278
Izabella Walen


16 Lake St
Ray,ND58849 		None   Scholarship 278
Jace Becker


312 4th Ave W PO Box 414
Ray,ND58849 		None   Scholarship 278
Jasiyah Wright


3120 Sleepy Ridge Ave Apt A204
Williston,ND58801 		None   Scholarship 278
Jule Stenson


9575 125th Ave NW
Crosby,ND58730 		None   Scholarship 1,140
Justin Irgens


13936 Antelope Dr
Williston,ND58801 		None   Scholarship 278
Kambre Kloker


816 W 6th St
Fairview,MT59221 		None   Scholarship 609
Kambree Johnson


209 Dean Ave
Tioga,ND58852 		None   Scholarship 278
Karrin Rustand


4966 Lake View Loop
Williston,ND58801 		None   Scholarship 1,400
Katie Olson


2611 137th Ave NW
Arnegard,ND58835 		None   Scholarship 278
Kaydence Sargent


12425 59K St NW
Epping,ND58843 		None   Scholarship 278
Kaylee Cloud


13669 Cherry St NW
Williston,ND58801 		None   Scholarship 278
Keegan Ruth


3307 36th St W 25th Ct W
Williston,ND58801 		None   Scholarship 73
Keira Borreson


4921 Valley View Dr
Williston,ND58801 		None   Scholarship 1,400
Kyah Pehrson


3329 Prairie Commons St
Williston,ND58801 		None   Scholarship 278
Kyah Stundal


4958 Lake View Loop
Williston,ND58801 		None   Scholarship 278
Landyn Wagner


35th Ave E
Grenora,ND58845 		None   Scholarship 278
Lucas Finders


420 9th St E
Williston,ND58801 		None   Scholarship 278
Madalyn Morgan


13355 53V Loop
Williston,ND58801 		None   Scholarship 278
Maddix Falk


PO Box 131
Ray,ND58849 		None   Scholarship 171
Madison Johnson


1618 9th Ave W
Williston,ND58801 		None   Scholarship 278
MaKenna Overy


2408 N Main Ct PO Box 2019
Williston,ND58802 		None   Scholarship 241
Malte Kuhn


1822 N Perkins Rd Apt 223
Stillwater,OK74075 		None   Scholarship 1,400
Megan Clarys


14287 51st St NW
Williston,ND58801 		None   Scholarship 278
Megan Wolter


13240 104th St NW
Fortuna,ND58844 		None   Scholarship 278
Myranda Damm


303 3rd St
Epping,ND58843 		None   Scholarship 278
Navy Barker


14033 49th St NW
Williston,ND58801 		None   Scholarship 278
Nevaeh Barten


606 6th Ave W
Williston,ND58801 		None   Scholarship 278
Nicole Enno


3411 2nd Ave E
Williston,ND58801 		None   Scholarship 1,334
Noah Anderson


106 23rd St E
Williston,ND58801 		None   Scholarship 278
Pauline Hailey Co


3408 33rd St W
Williston,ND58801 		None   Scholarship 278
Peyton Evans


310 6th St W
Ray,ND58849 		None   Scholarship 278
Ryker Krebsbach


707 2nd St SE PO Box 225
Crosby,ND58730 		None   Scholarship 278
Rylee Rude


4924 Country Lane
Williston,ND58801 		None   Scholarship 5,896
Sadie Graupe


1605 23rd St W
Williston,ND58801 		None   Scholarship 278
Sailyr Bothe


13405 Kings View Lane
Williston,ND58801 		None   Scholarship 278
Samantha Houle


13875 64th St Nw
Williston,ND58801 		None   Scholarship 7,863
Sayler Atkins


13343 Mountain Meadow St
Williston,ND58801 		None   Scholarship 278
Skylar Wehrman


12370 107th St NW
Crosby,ND58730 		None   Scholarship 278
Sophia Christoffersen


919 4th Ave E
Williston,ND58801 		None   Scholarship 278
Sophie Jungers


3332 28th St W Apt 306
Williston,ND58801 		None   Scholarship 278
Taeler Parpart


523 5th Ave W
Williston,ND58801 		None   Scholarship 278
Thea Coleen Castaneda


504 1st St N
New Town,ND58763 		None   Scholarship 1,400
Thomas Nehring


1543 Creekside Dr W
Williston,ND58801 		None   Scholarship 278
Vicktoria Holdaway


1822 N Perkins Rd Apt 223
Stillwater,OK74075 		None   Scholarship 1,400
Walker Sheldon


306 Uggen Ave
Epping,ND58843 		None   Scholarship 318
Total ................................. 3a 96,828
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 26,752  
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 .....     15 141,220  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 4,766  
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) .. 0 172,738 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
172,738
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2025)
Form 990-PF (2025)
Page 13
Part XVI
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 2,856 286   2,570

TY 2025 InvestmentsCorpBondsSchedule
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Name of Bond End of Year Book Value End of Year Fair Market Value
Morgan Stanley Fin LLC Unsecd GLBL GTD Mid-Term Note 30,000 30,000
Bank America Corp Unsecd Medium Term Note 30,000 29,985

TY 2025 InvestmentsGovtObligationsSch
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

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


149,213
State & Local Government Securities - End of Year Fair Market Value:


146,101


TY 2025 InvestmentsOtherSchedule2
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Victory Core Plus Intermediate Bond AT COST 15,000 14,982
Vanguard High-Yield Corporate ADM AT COST 30,000 27,938
Vanguard GNMA ADM AT COST 30,000 28,228
Thompson Bond AT COST 15,000 15,042
T Rowe Price US High Yield AT COST 15,000 14,984
Pimco Long-Term Credit Bond Instl AT COST 15,000 14,850
Dodge & Cox Balanced AT COST 31,160 30,203
Victory Tax Exempt Intermediate-Term AT COST 35,000 33,439
TCW Securitized Bond Fund AT COST 21,542 16,251
Vanguard High-Yield Corporate ADM AT COST 30,000 26,983
Vanguard High-yield Tax-Exempt Adm AT COST 63,500 58,160
Vanguard GNMA ADM AT COST 94,227 86,024

TY 2025 OtherAssetsSchedule
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Minerals 29,300 29,300 544,000


TY 2025 OtherIncomeSchedule2
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Mineral Royalties 141,220 141,220 141,220


TY 2025 OtherIncreasesSchedule
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Description Amount
Return of PY Scholarship 537


TY 2025 OtherProfessionalFeesSchedule
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Mineral Appraisal Fees 650 0   650


TY 2025 TaxesSchedule
Name:
The Doris Marcoux Educational Foundation
EIN:
84-6651996
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Tax Payments 8,514 0   0