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HOMER A SCOTT JR & JANET E SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HOMER A SCOTT JR & JANET E SCOTT FAMILY FOUNDATION (EIN 91-1693889)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-18
IRS object ID
202122919349100007
Schema version
2020v4.1
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)
Return2021-10-18T11:42:15-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2020-01-01TaxPeriodBeginDt

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
Phone3076721445PhoneNum

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)
PersonHomer Scott JrPersonNm
Person TitleDirectorPersonTitleTxt
Signature2021-10-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHomerPersonFirstNm
Person LastScott JrPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTimothy J LeutholdPreparerPersonNm
PTINP00738917PTIN
Phone4062555368PhoneNum
Preparation2021-10-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,443FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$149DividendsRevAndExpnssAmt
Dividends Net Invst Incm$149DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,149TotalRevAndExpnssAmt
Total Net Invst Incm$149TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$456CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$228CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$228CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$900AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,820TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,076TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,128TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,128TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,282ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,282ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,128TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,410TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,209ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$45,585SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,443SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,443SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$45,585TotalAssetsBOYAmt
Total Assets EOY$3,443TotalAssetsEOYAmt
Total Assets EOYFMV$3,443TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$45,585CapitalStockBOYAmt
Capital Stock EOY$3,443CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$45,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,443TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$45,585TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,443TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$45,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,209ExcessRevenueOverExpensesAmt
Other Increases$67OtherIncreasesAmt
Subtotal$3,443SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,443TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$4,318EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,318TotalPaymentsAndCreditsAmt
Original Return Tax Paid$4,318OriginalReturnTaxPaidAmt
Overpayment$4,318OverpaymentAmt
Applied To ES Tax$4,318AppliedToESTaxAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNot ApplicableWebsiteAddressTxt
Individual With BooksCora Lee DavisIndividualWithBooksNm
Phone3076734800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1The Powder Horn 23 Country Club LnAddressLine1Txt
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$456
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

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$21,507AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,507TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$21,507AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$323CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,184NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,059MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,059MinimumInvestmentReturnAmt
Distributable Before Adj$1,059DistributableBeforeAdjAmt
Distributable Before Ded$1,059DistributableBeforeDedAmt
Distributable As Adjusted$1,059DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,410ExpensesAndContributionsAmt
Qualifying Distributions$47,410QualifyingDistributionsAmt
Adjusted Qualifying Distri$47,410AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,059DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$78,039ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$120,047ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$78,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$247,196ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$523,782TotalExcessDistributionCyovAmt
Qualifying Distributions$47,410QualifyingDistributionsAmt
Applied To Current Year$1,059AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,351RemainingDistriFromCorpusAmt
Total Corpus$570,133TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$78,039ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$492,094ExcessDistriCyovToNextYrAmt
Excess From Year4$120,047ExcessFromYear4Amt
Excess From Year3$78,500ExcessFromYear3Amt
Excess From Year2$247,196ExcessFromYear2Amt
Excess From Current Year$46,351ExcessFromCurrentYearAmt

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 (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sheridan Memorial Hospital Foundation
1401 West 5th StreetSheridanWY82801PCOperating Support$100
University of Wyoming Foundation
222 S 22nd StreetLaramieWY82070PCOperating Support$1,100
Sheridan Community Land Trust
52 S Main Street STE 1SheridanWY82801PCOperating Support$1,000
Antelope Butte Foundation
PO Box 6624SheridanWY82801PCOperating Support$1,000
Childrens Center Inc
863 Highland AveSheridanWY82801PCOperating Support$5,000
Sheridan County YMCA
417 N Jefferson StreetSheridanWY82801PCGive your Heart to a Child$750
Leadership Wyoming
350 Big Horn Road No 300SheridanWY82801PCOperating Support$242
Sheridan Kids Life
444 W Alger StreetSheridanWY82801PCOperating Support$900
The Food Group
PO Box 6702SheridanWY82801PCOperating Support$250
Academics for All
PO Box 587SheridanWY82801PCOperating Support$100
Sheridan County Education Fund
PO Box 6238SheridanWY82801PCOperating Support$5,000
Sheridan County Chamber of Commerce
171 N Main Street Ste DSheridanWY82801PCOperating Support$20,000
Metropolitan State University
2315 Autumn Ridge BlvdLafayetteCO80026PCOperating Support$2,500
Thrive
400 E BabcockBozemanMT59715PCOperating Support$500
Holy Name School
260 E Loucks StreetSheridanWY82801PCOperating Support$3,600
St Paul's Newman Center
1800 Grand AveLaramieWY82070PCOperating Support$700
Big Horn Equestrian Center
352 Bird Farm RoadSheridanWY82801PCOperating Support$500
Grace Anglican Church
1992 W 5th StreetSheridanWY82801PCOperating Support$1,250
WYO Theater
42 N Main StreetSheridanWY82801PCOperating Support$250
Brinton Museum
239 Brinton RoadBig HornWY82833PCOperating Support$500
Dog & Cat Shelter
84 E Ridge RoadSheridanWY82801PCOperating Support$200
Noah's Ark Preschool
135 Cresent DriveSheridanWY82801PCOperating Support$380
Double Day Sports Complex
PO Box 6308SheridanWY82801PCOperating Support$210
Rooted in Wyoming
PO Box 382SheridanWY82801PCOperating Support$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,282TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$149ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$149TotalIncomeProducingActyAmt

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 Janet Scott JrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1122 Scott DriveAddressLine1Txt
CitySheridanCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82801ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryScott Family Services, Inc.CategoryTxt
Amt$1,800Amt
Net Investment Income$900NetInvestmentIncomeAmt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReconciling ItemsDesc
Amt$67Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$3,820Amt

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