DAN AND JEANNE SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND JEANNE SCOTT FAMILY FOUNDATION (EIN 32-0094100)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-17
- IRS object ID
- 202132299349100508
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-17T10:39:29-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott Family Services Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7113 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320094100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dan & Jeanne Scott Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAN& | BusinessNameControlTxt |
| Phone | 4062555386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 North 31st Street Room 700 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Ashley | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stephen | PersonFirstNm |
| Person Last | Ashley | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy J Leuthold | PreparerPersonNm |
| PTIN | P00738917 | PTIN |
| Phone | 4062555368 | PhoneNum |
| Preparation | 2021-08-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,355,498 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $1,369,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,369,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$150,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,712,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,219,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,369,772 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,285 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,285 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,386 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,386 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,584 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,735 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,735 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $608,725 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $533,370 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $611,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,332,517 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,710 | CashBOYAmt |
| Cash EOY | $4,513 | CashEOYAmt |
| Cash EOYFMV | $4,513 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $123,189 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,521 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,372,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,322,856 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,795,004 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $547,814 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $170,333 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $178,109 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $10,944 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $10,944 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $10,944 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $17,068,354 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,291,938 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,302,407 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,252,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,865,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,355,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $22,252,089 | CapitalStockBOYAmt |
| Capital Stock EOY | $22,865,105 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,252,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,865,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,252,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,865,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,252,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $611,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,986 | OtherIncreasesAmt |
| Subtotal | $22,865,105 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,865,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| First Interstate Wealth Mgmt | P | 2019-05-15 | 2020-04-14 | $748,046 | $804,078 | -$56,032 | -$56,032 |
| First Interstate Wealth Mgmt | P | 2017-10-11 | 2020-04-14 | $962,893 | $1,058,552 | -$95,659 | -$95,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$150,017 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$56,032 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,522 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,522 | SubtotalAmt |
| Tax Based On Investment Income | $18,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,995 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $29,995 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $29,995 | OriginalReturnTaxPaidAmt |
| Overpayment | $11,473 | OverpaymentAmt |
| Applied To ES Tax | $11,473 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | Not Applicable | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott Family Services Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4068316854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 North 31st Suite 700 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Stephen Ashley | ||||||
| 18352 Cerro Villa Dr | Villa Park | CA | 92861 | President | 000.00 | $0 |
| Ron Scott | ||||||
| PO Box 538 | Dayton | WY | 82836 | Director | 000.00 | $0 |
| Rae Ann Morss | ||||||
| 42 Smith Creek Rd | Parkman | WY | 82836 | Director | 000.00 | $0 |
| Riki Davidson | ||||||
| 62 Highway 343 | Parkman | WY | 82836 | Director | 000.00 | $0 |
| Colt Johnson | ||||||
| PO Box 3933 | Gillette | WY | 82717 | Director | 000.00 | $0 |
| Cassie Morss | ||||||
| 44 Smith Creek Road | Parkman | WY | 82838 | Director | 000.00 | $0 |
| Devin Scott | ||||||
| 5337 Sundance Mt Circle | Billings | MT | 59106 | Director | 000.00 | $0 |
| Shann Scott | ||||||
| 63 Higain Trail | Bozeman | MT | 59718 | Director | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Not Applicable | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Description2 | None | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,887,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,888,688 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,891,189 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,891,189 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $343,368 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,547,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,127,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,127,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,522 | TotalTaxAmt |
| Distributable Before Adj | $1,108,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,109,119 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,109,119 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $533,370 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $533,370 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $533,370 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,109,119 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $334,226 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $334,226 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $533,370 | QualifyingDistributionsAmt |
| Applied To Current Year | $533,370 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $334,226 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $334,226 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $241,523 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Antelope Butte Foundation | ||||||
| PO Box 6624 | Sheridan | WY | 82801 | PC | Operating Support | $79,500 |
| Art House Theater | ||||||
| 109 N 30th | Billings | MT | 59101 | PC | Operating Support | $1,500 |
| Big Brothers Big Sister | ||||||
| 1056 Long Dr | Sheridan | WY | 82801 | PC | Operating Support | $500 |
| Billings Community Foundation | ||||||
| 404 N 30th St | Billings | MT | 59101 | PC | Copper Ridge Playground Project | $15,000 |
| Billings Family YMCA | ||||||
| 402 N 32nd St | Billings | MT | 59101 | PC | Operating Support | $5,000 |
| Camp Bethel | ||||||
| PO Box 70 | Dayton | WY | 82836 | PC | Operating Support | $3,500 |
| Center for a Vital Community | ||||||
| 245 Broadway St | Sheridan | WY | 82801 | PC | Operating Support | $10,000 |
| CHAPS | ||||||
| 501 US 14 | Sheridan | WY | 82801 | PC | Equine Care | $5,850 |
| CHILA Inc | ||||||
| 1030 Camino Manan No 2 | Santa Fe | NM | 87501 | PC | Operating Support | $1,500 |
| Compass Center for Families | ||||||
| 1095 Sugarview Dr | Sheridan | WY | 82801 | PC | Operating Support | $3,000 |
| Dayton Rescue Unit | ||||||
| 610 Broadway | Dayton | WY | 82836 | PC | Operating Support | $500 |
| Dayton School Benefit Club | ||||||
| PO Box 242 | Dayton | WY | 82836 | PC | Operating Support | $1,100 |
| Dog & Cat Shelter | ||||||
| 84 East Ridge Road | Sheridan | WY | 82801 | PC | Operating Support/Spay Neuter Clinic | $3,250 |
| Eagle Mount | ||||||
| 1140 16th St West 12 | Billings | MT | 59102 | PC | Operating Support | $500 |
| Family Service | ||||||
| PO Box 1020 | Billings | MT | 59103 | PC | Operating Support | $38,000 |
| Gillette FFA Campell County School District | ||||||
| 1000 Camel Dr | Gillette | WY | 82717 | PC | Operating Support | $4,500 |
| Green House Living | ||||||
| 2311 Shirley Cove Lane | Sheridan | WY | 82801 | PC | Operating Support | $1,250 |
| Habitat for Humanity of the Eastern Bighorns | ||||||
| 1981 Double Eagle Dr Suite C | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Haven | ||||||
| PO Box 752 | Bozeman | MT | 59771 | PC | Operating Support | $500 |
| Help Every Pet of Hardin | ||||||
| PO Box 171 | Hardin | MT | 59034 | PC | Operating Support | $1,000 |
| Hope for Paws | ||||||
| 8950 West Olympic Blvd No 525 | Los Angeles | CA | 90211 | PC | Operating Support | $250 |
| Humane Society of Wickenburg | ||||||
| 4000 Industrial Road | Wickenburg | AZ | 85390 | PC | Operating Support | $250 |
| Lovebugs Rescue | ||||||
| PO Box 953 | Corona Del Mar | CA | 92625 | PC | Operating Support | $500 |
| Mary's Kitchen | ||||||
| 517 W Struck Ave | Orange | CA | 92867 | PC | Operating Support | $1,500 |
| Montana Audubon Center | ||||||
| 7026 S Billings Blvd | Billings | MT | 59101 | PC | Operating Support | $1,500 |
| Montana State University Foundation | ||||||
| PO Box 172750 | Bozeman | MT | 59717 | PC | Agriculture | $250 |
| Ocean Defenders Alliance | ||||||
| 8812 Anchorage | Huntington Beach | CA | 92646 | PC | SoCal Cleanup | $500 |
| Pathways Hospice | ||||||
| 305 Carpenter Rd | Fort Collins | CO | 80525 | PC | Operating Support | $200 |
| Project Schoolhouse | ||||||
| PO Box 609 | Austin | TX | 78767 | PC | Operating Support | $1,000 |
| Ramsey Keller Memorial | ||||||
| 4382 Laredo Place | Billings | MT | 59106 | PC | Operating Support | $2,000 |
| Rocky Mountain College | ||||||
| 1511 Poly Dr | Billings | MT | 59102 | PC | Operating Support | $10,000 |
| Rooted in Wyoming | ||||||
| PO Box 382 | Sheridan | WY | 82801 | PC | Operating Support | $5,000 |
| Safe Passage | ||||||
| 49 Farm View Dr Ste 302 | New Gloucester | ME | 04260 | PC | Operating Support | $2,000 |
| Salvation Army | ||||||
| PO Box 2011 | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Second Chance Sheridan Cat Rescue | ||||||
| PO Box 7254 | Sheridan | WY | 82801 | PC | Spay/Neuter Program | $250 |
| Second Harvest Food Bank | ||||||
| 8014 Marine Way | Irvine | CA | 92618 | PC | Operating Support | $2,000 |
| Senior Citizens Council | ||||||
| 211 Smith st | Sheridan | WY | 82801 | PC | Operating Support | $9,500 |
| SERES Global | ||||||
| 3865 Lakeshore | Oakland | CA | 94610 | PC | Operating Support | $30,000 |
| Sheridan Area Search and Rescue | ||||||
| PO Box 993 | Sheridan | WY | 82801 | PC | Operating Support | $1,500 |
| Sheridan Chamber of Commerce Foundation | ||||||
| PO Box 707 | Sheridan | WY | 82801 | PC | Employee Relief Fund | $20,000 |
| Sheridan Community Land Trust | ||||||
| 306 North Main St | Sheridan | WY | 82801 | PC | Operating Support | $20,500 |
| Sheridan County Historical Society | ||||||
| PO Box 73 | Sheridan | WY | 82801 | PC | Operating Support | $250 |
| Sheridan County YMCA | ||||||
| 417 N Jefferson St | Sheridan | WY | 82801 | PC | Operating Support | $5,000 |
| Sheridan Foster Parent Exchange | ||||||
| 335 W Alger | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Sheridan Kids Life | ||||||
| PO Box 7296 | Sheridan | WY | 82801 | PC | Operating Support | $10,000 |
| Sheridan Memorial Hospital Foundation | ||||||
| PO Box 391 | Sheridan | WY | 82801 | PC | Operating Support | $1,750 |
| Sheridan on Skates | ||||||
| PO Box 49 | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Special Olympics Montana | ||||||
| PO Box 3507 | Great Falls | MT | 59401 | PC | Operating Support | $20,000 |
| St Francis Animal Shelter | ||||||
| 109 Flatiron Dr | Buffalo | WY | 82834 | PC | Spay/Neuter Program | $500 |
| St Joseph's Indian School | ||||||
| PO Box 326 | Chamberlain | SD | 57325 | PC | Operating Support | $250 |
| St Vincent Foundation | ||||||
| 1106 N 30th St | Billings | MT | 59101 | PC | Operating Support | $16,000 |
| SYC Sailing Foundation | ||||||
| 873 N Red Robin | Orange | CA | 92869 | PC | Operating Support | $500 |
| The Food Group | ||||||
| PO Box 6702 | Sheridan | WY | 82801 | PC | Operating Support | $1,500 |
| Thrive | ||||||
| 400 East Babcock St | Bozeman | MT | 59715 | PC | Operating Support | $49,250 |
| Tongue River Child's Place | ||||||
| PO Box 232 | Ranchester | WY | 82839 | PC | Operating Support | $10,250 |
| Tongue River Elementary School | ||||||
| 1351 Dayton St | Ranchester | WY | 82839 | PC | Operating Support | $6,000 |
| Tongue River Valley Community Center | ||||||
| PO Box 1100 | Dayton | WY | 82836 | PC | Operating Support | $18,500 |
| Tumbleweed | ||||||
| 505 N 24th St | Billings | MT | 59105 | PC | Operating Support | $35,900 |
| Wyoming Cares | ||||||
| 341 St Ste 125 | Caper | WY | 82601 | PC | Operating Support | $1,300 |
| Wyoming FFA Foundation | ||||||
| 1286 Upton Fairview | Necastle | WY | 82701 | PC | Operating Support | $750 |
| Wyoming Stock Growers Land Trust | ||||||
| PO Box 268 | Cheyenne | WY | 82003 | PC | Operating Support | $10,500 |
| Yellowstone Valley Animal Shelter | ||||||
| PO Box 20920 | Billings | MT | 59104 | PC | Operating Support | $1,500 |
| YWCA | ||||||
| 909 Wyoming | Billings | MT | 59101 | PC | Operating Support | $17,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,369,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$150,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,219,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,219,755 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Scott Family Services, Inc. | CategoryTxt |
| Amt | $6,570 | Amt |
| Net Investment Income | $3,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,285 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | First Interstate Wealth Management | BondNm |
| EOY Book Value | $170,333 | EOYBookValueAmt |
| EOYFMV | $178,109 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | First Interstate Wealth Management | StockNm |
| EOY Book Value | $5,322,856 | EOYBookValueAmt |
| EOYFMV | $6,795,004 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Big Horn County - Real Estate | CategoryOrItemTxt |
| Book Value | $10,944 | BookValueAmt |
| EOYFMV | $10,944 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| First Interstate Wealth Management - Alternative Inv. | $403,250 | $413,719 |
| NBAR5 Limited Partnership - Preferred Interest | $16,388,689 | $16,388,689 |
| Foundant Investment | $499,999 | $499,999 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Expense | $1,735 | $1,735 |
| Annual Dues - Foundant | $11,000 | $11,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reconciling Adjustment | Desc |
| Amt | $1,986 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | First Interstate Bank Wealth Management | CategoryTxt |
| Amt | $52,386 | Amt |
| Net Investment Income | $30,386 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan S Scott Estate | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2007 | AddressLine1Txt |
| City | Sheridan | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Withholding | $3,584 | $3,584 |
| Tax on investment income | $38,100 |
Comments