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HOMER A SCOTT JR & JANET E SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HOMER A SCOTT JR & JANET E SCOTT FAMILY FOUNDATION (EIN 91-1693889)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-07
IRS object ID
202411289349103776
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-07T02:04:32-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN710919978PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Scott Family Services IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 7113AddressLine1Txt
CityBillingsCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911693889EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Homer A Jr & Janet Scott Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOMEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1First Interstate Bank PO Box 2007AddressLine1Txt
CitySheridanCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSandra SuzorPersonNm
Person TitleChairmanPersonTitleTxt
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSandraPersonFirstNm
Person LastSuzorPersonLastNm
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTimothy J LeutholdPreparerPersonNm
PTINP00738917PTIN
Phone4068316855PhoneNum
Preparation2024-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$157,278FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$152,226ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,129DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$153,355TotalRevAndExpnssAmt
Total Net Invst Incm$1,129TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$253CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$126CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$127CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$5,000OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,453TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$126TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,327TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$20,053TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$126TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$19,927TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$133,302ExcessRevenueOverExpensesAmt
Net Investment Income$1,003NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,612SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$157,278SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$157,278SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$20,612TotalAssetsBOYAmt
Total Assets EOY$157,278TotalAssetsEOYAmt
Total Assets EOYFMV$157,278TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$20,612CapitalStockBOYAmt
Capital Stock EOY$157,278CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$20,612TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$157,278TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,612TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$157,278TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,612TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$133,302ExcessRevenueOverExpensesAmt
Other Increases$3,407OtherIncreasesAmt
Subtotal$157,321SubtotalAmt
Other Decreases$43OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$157,278TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14InvestmentIncomeExciseTaxAmt
Subtotal$14SubtotalAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Original Return Tax Paid$500OriginalReturnTaxPaidAmt
Overpayment$486OverpaymentAmt
Applied To ES Tax$486AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNot ApplicableWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1First Interstate Bank Wealth ManagementBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3076721491PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 South Main StreetAddressLine1Txt
CitySheridanCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
First Interstate Bank
PO Box 2007SheridanWY82801Trustee000.00$253
Homer A Scott Jr
PO Box 2007SheridanWY82801Trustee001.00$0
Janet E Scott
PO Box 2007SheridanWY82801Trustee001.00$0
James M Scott
PO Box 2007SheridanWY82801Trustee001.00$0
Sandra Suzor
PO Box 2007SheridanWY82801Trustee001.00$0
Don Julian
PO Box 2007SheridanWY82801Trustee001.00$0
Karen Chase
PO Box 2007SheridanWY82801Trustee001.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Not ApplicableDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Not ApplicableDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,722TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$27,722AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$416CashDeemedCharitableAmt
Net Vl Noncharitable Assets$27,306NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,365MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,365MinimumInvestmentReturnAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Total Tax$14TotalTaxAmt
Distributable Before Adj$1,351DistributableBeforeAdjAmt
Distributable Before Ded$1,351DistributableBeforeDedAmt
Distributable As Adjusted$1,351DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,927ExpensesAndContributionsAmt
Qualifying Distributions$19,927QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,351DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$247,196ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$46,351ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,267ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,593ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$318,407TotalExcessDistributionCyovAmt
Qualifying Distributions$19,927QualifyingDistributionsAmt
Applied To Current Year$1,351AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,576RemainingDistriFromCorpusAmt
Total Corpus$336,983TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$247,196ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$89,787ExcessDistriCyovToNextYrAmt
Excess From Year3$46,351ExcessFromYear3Amt
Excess From Year2$20,267ExcessFromYear2Amt
Excess From Year1$4,593ExcessFromYear1Amt
Excess From Current Year$18,576ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHomer and Janet Scott JrContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Big Horn Equestrian Center
352 Bird Farm RoadSheridanWY82801PCOperating Support$500
Children's Center Inc
863 Highland AveSheridanWY82801PCOperating Support$1,500
First Baptist Church
3179 Big Horn AveSheridanWY82801PCOperating Support$1,000
Grace Anglican Church
1992 W 5th StSheridanWY82801PCOperating Support$500
Holy Name Catholic School
121 S Connor StSheridanWY82801PCOperating Support$100
Holy Name Church
260 E Loucks StSheridanWY82801PCOperating Support$1,200
Jason's Friends Foundation
340 W B St Ste 101CasperWY82601PCOperating Support$500
Metropolitan State College of Denver
890 Auraria PkwyDenverCO80204PCOperating Support$2,500
Navigators
PO Box 6027Albert LeaMN56007PCOperating Support$100
Provision Fund
PO Box 113SheridanWY82801PCOperating Support$100
SCSD No 1
1127 Dayton StSheridanWY82801PCOperating Support$500
Sheridan County YMCA
417 N Jefferson StreetSheridanWY82801PCOperating Support$500
Sheridan Hawks
475 East Brundage StSheridanWY82801PCOperating Support$2,500
Sheridan High School Booster Club
1056 Long DrSheridanWY82801PCOperating Support$150
Sheridan on Skates
475 East Brundage StSheridanWY82801PCOperating Support$500
The Brinton Museum
239 Brinton RoadBig HornWY82833PCOperating Support$1,000
The Hub on Smith
211 Smith StSheridanWY82801PCOperating Support$300
University of Wyoming
222 S 22nd StLaramieWY82070PCOperating Support$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,129ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,129ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,129TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonHomer Scott Jr IRAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1First Interstate Bank TrusteeAddressLine1Txt
CitySheridanCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd
FieldValueIRS element (for citing)
Total Contributions$152,226TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryScott Family Services, Inc.CategoryTxt
Amt$1,200Amt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnidentified DifferenceDesc
Amt$43Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPrior Year Tax RefundDesc
Amt$3,407Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHomer Mildred Scott FoundationCategoryTxt
Amt$5,000Amt
Disbursements Charitable Prps$5,000DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHomer Scott Jr IRAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1First Interstate Bank TrusteeAddressLine1Txt
CitySheridanCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd

Taxes Schedule TaxesSchedule

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