HOMER A SCOTT JR & JANET E SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOMER A SCOTT JR & JANET E SCOTT FAMILY FOUNDATION (EIN 91-1693889)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-21
- IRS object ID
- 202542949349100614
- Schema version
- 2024v5.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T01:56:04-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 710919978 | PreparerFirmEIN |
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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911693889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Homer A Jr & Janet Scott Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | First Interstate Bank PO Box 2007 | AddressLine1Txt |
| City | Sheridan | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sandra Suzor | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy J Leuthold | PreparerPersonNm |
| PTIN | P00738917 | PTIN |
| Phone | 4068316855 | PhoneNum |
| Preparation | 2025-10-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,008,686 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $741,180 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $185,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,888 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $816,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,915 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $957 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $958 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $239 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,708 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,414 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $746,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $157,278 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $624,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $741,508 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $198,530 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $192,662 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $38,798 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,760 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $157,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $897,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,008,686 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $157,278 | CapitalStockBOYAmt |
| Capital Stock EOY | $897,132 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $157,278 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $897,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $157,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $897,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $157,278 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $746,160 | ExcessRevenueOverExpensesAmt |
| Subtotal | $903,438 | SubtotalAmt |
| Other Decreases | $6,306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $897,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Pershing LLC Piper Sandler | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2024-07-03 | AcquiredDt |
| Sold | 2024-10-01 | SoldDt |
| Gross Sales Price | $185,628 | GrossSalesPriceAmt |
| Cost Or Other Basis | $157,740 | CostOrOtherBasisAmt |
| Gain Or Loss | $27,888 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $27,888 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,888 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,888 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,021 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,021 | SubtotalAmt |
| Tax Based On Investment Income | $1,021 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $486 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,086 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,086 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,065 | OverpaymentAmt |
| Applied To ES Tax | $1,065 | 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 | WY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | First Interstate Bank Wealth Management | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076721491 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 South Main Street | AddressLine1Txt |
| City | Sheridan | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| First Interstate Bank | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Trustee | 000.00 | $1,915 |
| Janet E Scott | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Trustee | 001.00 | $0 |
| James M Scott | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Trustee | 001.00 | $0 |
| Sandra Suzor | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Trustee | 001.00 | $0 |
| Don Julian | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Trustee | 001.00 | $0 |
| Karen Chase | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Trustee | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | Not Applicable | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $140,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $829,014 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $969,260 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $969,260 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $954,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,021 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,021 | TotalTaxAmt |
| Distributable Before Adj | $46,715 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,715 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,715 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,468 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,468 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,715 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $46,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,576 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,787 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,468 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,715 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,753 | RemainingDistriFromCorpusAmt |
| Total Corpus | $111,540 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,540 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,351 | ExcessFromYear4Amt |
| Excess From Year3 | $20,267 | ExcessFromYear3Amt |
| Excess From Year2 | $4,593 | ExcessFromYear2Amt |
| Excess From Year1 | $18,576 | ExcessFromYear1Amt |
| Excess From Current Year | $21,753 | ExcessFromCurrentYearAmt |
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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Big Horn Equestrian Center | ||||||
| 352 Bird Farm Road | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Children's Center Inc | ||||||
| 863 Highland Ave | Sheridan | WY | 82801 | PC | Operating Support | $2,000 |
| Illuminate Church | ||||||
| 38 S Main Street | Sheridan | WY | 82801 | PC | Operating Support | $17,000 |
| Big Horn Booster Club | ||||||
| PO Box 490 333 US Hwy 335 | Big Horn | WY | 82833 | PC | Operating Support | $10,500 |
| Big Horn Elementary School | ||||||
| PO Box 490 333 US Hwy 335 | Big Horn | WY | 82833 | PC | Operating Support | $1,000 |
| Sheridan County Public Library | ||||||
| 335 W Alger Street | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Sheridan Stadium Foundation | ||||||
| 201 N Connor Street | Sheridan | WY | 82801 | PC | Operating Support | $10,000 |
| WYO Theatre | ||||||
| 42 N Main Street | Sheridan | WY | 82801 | PC | Operating Support | $500 |
| Sheridan High School Booster Club | ||||||
| 1056 Long Dr | Sheridan | WY | 82801 | PC | Operating Support | $7,200 |
| Sheridan County YMCA | ||||||
| 417 N Jefferson Street | Sheridan | WY | 82801 | PC | Operating Support | $500 |
| The Hub on Smith | ||||||
| 211 Smith St | Sheridan | WY | 82801 | PC | Operating Support | $515 |
| Holy Name Catholic School | ||||||
| 121 S Connor St | Sheridan | WY | 82801 | PC | Operating Support | $2,050 |
| The Brinton Museum | ||||||
| 239 Brinton Road | Big Horn | WY | 82833 | PC | Operating Support | $1,000 |
| Venice Flying Carousel | ||||||
| 410 Linnie Canal | Venice | CA | 90291 | PC | Operating Support | $500 |
| Sheridan on Skates | ||||||
| 475 East Brundage St | Sheridan | WY | 82801 | PC | Operating Support | $500 |
| Bought Beautifully | ||||||
| 117 N Main Street | Sheridan | WY | 82801 | PC | Operating Support | $125 |
| UN Refugee Agency | ||||||
| 1310 L Street STE 450 | Washington | DC | 20005 | PC | Operating Support | $120 |
| Tongue River Elementary School | ||||||
| 1351 Dayton Street | Ranchester | WY | 82839 | PC | Operating Support | $500 |
| Sheridan Hawks | ||||||
| 475 East Brundage St | Sheridan | WY | 82801 | PC | Operating Support | $2,500 |
| Boys & Girls Club of Central Wyoming | ||||||
| 1701 E K Street | Casper | WY | 82601 | PC | Operating Support | $250 |
| University of Wyoming | ||||||
| 222 S 22nd St | Laramie | WY | 82070 | PC | Operating Support | $2,500 |
| Brain Injury Association of America | ||||||
| 123 West First St STE 400 | Casper | WY | 82609 | PC | Operating Support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,394 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Homer Scott Jr IRA | ||||||
| 1 | First Interstate Bank Trustee | Sheridan | WY | 82801 | $739,180 | Yes (X) |
| James Jane Haugh | ||||||
| 2 | 929 Foster Avenue | Chicago | IL | 60640 | $2,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Scott Family Services, Inc. | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIBK Wealth Management - Fixed Income | BondNm |
| EOY Book Value | $198,530 | EOYBookValueAmt |
| EOYFMV | $192,662 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIBK Wealth Management - Equities | StockNm |
| EOY Book Value | $624,048 | EOYBookValueAmt |
| EOYFMV | $741,508 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIBK Wealth Management - Alternative Invs | CategoryOrItemTxt |
| Book Value | $38,798 | BookValueAmt |
| EOYFMV | $38,760 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Reconciling Adjustment | Desc |
| Amt | $6,306 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Homer Mildred Scott Foundation | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Homer Scott Jr IRA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | First Interstate Bank Trustee | AddressLine1Txt |
| City | Sheridan | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $239 | Amt |
| Net Investment Income | $239 | NetInvestmentIncomeAmt |
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