DAN AND JEANNE SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DAN AND JEANNE SCOTT FAMILY FOUNDATION (EIN 32-0094100)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-11
- IRS object ID
- 202642239349100829
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-11T02:07:53-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 North 31st Street APT 700 | AddressLine1Txt |
| City | Billings | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lynette Scott | PersonNm |
| Person Title | Chair | PersonTitleTxt |
| Signature | 2026-08-11 | 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 | 2026-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $29,843,753 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $1,586,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,586,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,895,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,668 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,813,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,810,850 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,537 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,538 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $130,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,454 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,454 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,928 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,138 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,948 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,948 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $155,280 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,327,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,327,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,483,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,408,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $330,412 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,742,846 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,112 | CashBOYAmt |
| Cash EOY | $62,139 | CashEOYAmt |
| Cash EOYFMV | $62,139 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $536,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $415,255 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,181,614 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,799,651 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,163,726 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,201,956 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,955,858 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,041,910 | 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 | $17,812,480 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,857,597 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,149,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,774,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,098,517 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,843,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,774,342 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,098,517 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,774,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,098,517 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,774,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,098,517 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,774,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $330,412 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,104,754 | SubtotalAmt |
| Other Decreases | $6,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,098,517 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIBK Wealth Management | P | 2024-05-01 | 2025-03-15 | $670,659 | $663,478 | $7,181 | $7,181 |
| FIBK Wealth Management | P | 2023-05-01 | 2025-03-15 | $2,175,083 | $1,980,951 | $194,132 | $194,132 |
| NBAR5 Form K-1 | P | 2025-06-15 | 2025-12-31 | $26,787 | -$26,787 | -$26,787 | |
| NBAR5 Form K-1 | P | 2024-06-15 | 2025-12-31 | $35,287 | $35,287 | $35,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,115 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,606 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,226 | SubtotalAmt |
| Tax Based On Investment Income | $24,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,659 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,659 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $25,659 | OriginalReturnTaxPaidAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $1,428 | OverpaymentAmt |
| Applied To ES Tax | $1,428 | 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 |
| Trent Johnson | ||||||
| PO Box 3933 | Gillette | WY | 82717 | Director | 000.00 | $0 |
| Geoffrey Scott | ||||||
| 120 Beckton Road | Dayton | WY | 82836 | 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 |
| Risa Scott | ||||||
| 10182 Squires Circle | Villa Park | CA | 92861 | Director | 000.00 | $0 |
| Lynette Scott | ||||||
| 1224 Amen Corner Place | Billings | MT | 59106 | Director | 000.00 | $0 |
| Rebecca Davidson | ||||||
| 437 Shadow Ridge Blvd | Sheridan | WY | 82801 | Director | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Homer & Mildred Scott Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Lane Lane | AddressLine1Txt |
| City | Sheridan | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Contract Services | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
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 | $13,033,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,947,943 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,088,429 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $29,088,429 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $436,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,652,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,432,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,432,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,226 | TotalTaxAmt |
| Distributable Before Adj | $1,408,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,408,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,408,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,408,312 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,408,312 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,408,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,328,039 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,408,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,328,039 | AppliedToYear1Amt |
| Applied To Current Year | $80,273 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,328,106 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alzheimer Association | ||||||
| 3010 11th Ave N | Billings | MT | 59101 | PC | Operational Expense - Matching gift | $2,000 |
| Antelope Butte Foundation | ||||||
| PO Box 6624 | Sheridan | WY | 82801 | PC | Board Grant | $26,500 |
| Apostles Evangelical Lutheran Church | ||||||
| 3140 Broadwater | Billings | MT | 59102 | PC | Operational Expense - Matching gift | $5,000 |
| Ark Regional Services | ||||||
| 1150 N 3rd Street | Laramie | WY | 82702 | PC | Wyoming Buddy Walk | $1,000 |
| Art House Theatre | ||||||
| 109 N 30th | Billings | MT | 59101 | PC | Operational Expense - Matching gift | $6,000 |
| Big Brothers Big Sisters | ||||||
| 1056 Long Drive | Sheridan | WY | 82801 | PC | TRV Programming | $1,000 |
| Big Horn Development | ||||||
| 366 East Brundage Street | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $1,500 |
| Big Sky Youth Empowerment | ||||||
| 225 E Mendenhall St | Bozeman | MT | 59715 | PC | Operational Expense - Matching gift | $500 |
| Billings Family YMCA | ||||||
| 402 N 32nd St | Billings | MT | 59101 | PC | Board Grant | $22,000 |
| Billings Public Education Foundation | ||||||
| 415 N 30th St | Billings | MT | 59101 | PC | Board Grant | $25,000 |
| Bobcat Club | ||||||
| 1501 South 11th Ave | Bozman | MT | 59715 | PC | Operational Expense - Matching gift | $1,000 |
| Center for a Vital Community | ||||||
| 245 Broadway St | Sheridan | WY | 82801 | PC | Dan Scott Legacy Grant | $10,000 |
| CHAPS | ||||||
| 501 US 14 | Sheridan | WY | 82801 | PC | Board Grant | $5,500 |
| City of Sheridan-Fire Department | ||||||
| 212 East Works Street | Sheridan | WY | 82801 | PC | Board Grant | $250 |
| CLDI | ||||||
| PO Box 3381 | Billings | MT | 59103 | PC | Hannah House | $5,000 |
| COMPASS Center for Families | ||||||
| 1095 Sugarview Dr | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $1,000 |
| Dayton School Benefit Club | ||||||
| PO Box 242 | Dayton | WY | 82836 | PC | Operational Expense - Matching gift | $1,000 |
| Dog & Cat Shelter | ||||||
| 84 East Ridge Road | Sheridan | WY | 82801 | PC | NYE Gala Spay/Neuter Program | $1,500 |
| Family Promise of Gallatin Valley | ||||||
| 1603 Tschache Lane | Bozeman | MT | 59718 | PC | Operational Expense - Matching gift | $250 |
| Family Service Inc | ||||||
| PO Box 1020 | Billings | MT | 59103 | PC | Board Grant | $28,000 |
| For the Brand Foundation | ||||||
| PO Box 61 | Hysham | MT | 59038 | PC | Operational Expense - Matching gift | $400 |
| Friendly Center | ||||||
| 6688 Beach Blvd | Buena Park | CA | 90621 | PC | Operational Expense - Matching gift | $500 |
| Frost Fund Inc | ||||||
| 19088 Grandview Ave | Yorba Linda | CA | 92887 | PC | Board Grant | $25,750 |
| Gallatin Valley YMCA | ||||||
| 3673 Love Ln | Bozeman | MT | 59718 | PC | Operational Expense - Matching gift | $250 |
| Gillette FFA | ||||||
| 1000 Camel Dr | Gillette | WY | 82717 | PC | Operational Expense - Matching gift | $6,000 |
| GOCAT | ||||||
| PO Box 4654 | Orange | CA | 92863 | PC | Operational Expense - Matching gift | $750 |
| Haven | ||||||
| 132 Pond Row | Bozeman | MT | 59718 | PC | Operational Expense - Matching gift | $500 |
| Help Every Pet of Hardin | ||||||
| PO Box 171 | Hardin | MT | 59034 | PC | Spay/Neuter Program | $500 |
| Holy Name Catholic School | ||||||
| 121 S Connor St | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $1,500 |
| HomeAid OC | ||||||
| 17821 17th Street 120 | Tustin | CA | 92780 | PC | Operational Expense - Matching gift | $750 |
| Huntley Project Schools | ||||||
| 1477 Ash Street | Worden | MT | 59088 | PC | Operational Expense - Matching gift | $3,000 |
| Landon's Legacy Foundation | ||||||
| PO Box 80542 | Billings | MT | 59108 | PC | Board Grant | $1,000 |
| Lifeguard Group Inc | ||||||
| 1515 Fairview Ave | Missoula | MT | 59801 | PC | Operational Expense - Matching gift | $1,000 |
| Lovebugs Rescue | ||||||
| PO Box 953 | Corona Del Mar | CA | 92625 | PC | Operational Expense - Matching gift | $1,000 |
| Monforton School Foundation | ||||||
| 6001 Monforton School Road | Bozeman | MT | 59718 | PC | Operational Expense - Matching gift | $500 |
| Montana State University Alumni | ||||||
| PO Box 172750 | Bozeman | MT | 59717 | PC | MSU Scholarship | $5,263 |
| Montana State University Foundation | ||||||
| PO Box 172750 | Bozeman | MT | 59717 | PC | MSU Scholarship | $5,513 |
| Orange Home Grown | ||||||
| PO Box 871 | Orange | CA | 92856 | PC | Operational Expense - Matching gift | $500 |
| Pack the Place in Pink | ||||||
| 1425 Oklahoma Star Trail W | Billings | MT | 59105 | PC | Operational Expense - Matching gift | $1,000 |
| Patriots and Paws | ||||||
| 1825 Va Burton | Anaheim | CA | 92806 | PC | Operational Expense - Matching gift | $750 |
| Perkins Foundation | ||||||
| 5 E Loucks St 110 | Sheridan | WY | 82801 | PC | TR Flouride Program | $5,000 |
| Poochz B&B | ||||||
| 644 56th St W | Billings | MT | 59106 | PC | Operational Expense - Matching gift | $1,000 |
| Ranchester Cupboard and Closet | ||||||
| PO Box 166 | Ranchester | WY | 82839 | PC | Operations | $1,200 |
| Rocky Mountain College | ||||||
| 1511 Poly Dr | Billings | MT | 59102 | PC | Randy Scott Memorial Fund | $1,500 |
| Ronald McDonald House Charities Inc | ||||||
| 1144 N 30th St | Billings | MT | 59101 | PC | Operational Expense - Matching gift | $1,000 |
| Rotary Foundation | ||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | PC | Operational Expense - Matching gift | $500 |
| Safe Passage | ||||||
| 81 Bridge Street STE 104 | Yarmouth | ME | 04096 | PC | Operational Expense - Matching gift | $2,250 |
| Santiago Community College | ||||||
| 8045 E Chapman Ave | Orange | CA | 92869 | PC | Operational Expense - Matching gift | $1,500 |
| Second Chance Sheridan Cat Rescue | ||||||
| 1850 Gabrielle Ct | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $1,750 |
| Second Harvest Food Bank | ||||||
| 750 Curtner Ave | San Jose | CA | 95125 | PC | Operational Expense - Matching gift | $750 |
| Senior Citizens Council | ||||||
| 211 Smith St | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $2,500 |
| SERES Global | ||||||
| 3865 Lakeshore Avenue | Oakland | CA | 94610 | PC | Operational Expense - Matching gift | $250 |
| Sheridan Area Search & Rescue | ||||||
| PO Box 993 | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $3,000 |
| Sheridan Community Land Trust | ||||||
| 306 North Main St | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $1,500 |
| Sheridan County Historical Society | ||||||
| 171 N Main St Ste 107 | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $500 |
| Sheridan County PublicLibrary Foundation | ||||||
| 335 W Alger | Sheridan | WY | 82801 | PC | Creation Room Creation Stations Grant | $1,000 |
| Sheridan County School District #1 | ||||||
| 1127 Dayton St | Ranchester | WY | 82839 | PC | Sr. High Robotics | $15,000 |
| Sheridan County YMCA | ||||||
| 417 N Jefferson St | Sheridan | WY | 82801 | PC | Give your Heart to a Child | $3,500 |
| Sheridan Foster Parent Exchange | ||||||
| 335 W Alger | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $250 |
| Sheridan Memorial Hospital Foundation | ||||||
| PO Box 391 | Sheridan | WY | 82801 | PC | Behavioral Health Emergency Medicine | $50,450 |
| Sheridan on Skates | ||||||
| PO Box 49 | Sheridan | WY | 82801 | PC | Operational Expense - Matching gift | $2,000 |
| Special Olympics Montana | ||||||
| PO Box 3507 | Great Falls | MT | 59401 | PC | Dan Scott Legacy Grant | $11,000 |
| St Joseph's Indian School | ||||||
| PO Box 326 | Chamberlain | SD | 57325 | PC | Operational Expense - Matching gift | $250 |
| St Francis Animal Shelter Inc | ||||||
| 109 Flatiron Dr | Buffalo | WY | 82834 | PC | Spay/Neuter Program | $250 |
| St Vincent Foundation | ||||||
| 106 N 30th Street | Billings | MT | 59101 | PC | Board Grant - Hospital Replacement | $260,000 |
| The Food Group | ||||||
| PO Box 6702 | Sheridan | WY | 82801 | PC | TR Food Program | $10,000 |
| The Ramsey Keller Memorial | ||||||
| 2318 Virginia Lane | Billings | MT | 59102 | PC | Operational Expense - Matching gift | $1,000 |
| Thrive | ||||||
| 400 East Babcock St | Bozeman | MT | 59715 | PC | Operational Pledge | $41,500 |
| Time of Grace Ministry | ||||||
| PO Box 301 | Milwaulkee | WI | 53201 | PC | Operational Expense - Matching gift | $1,000 |
| Tongue River Child's Place | ||||||
| PO Box 232 | Ranchester | WY | 82839 | PC | Operational Expense - Matching gift | $29,000 |
| Tongue River Community Center | ||||||
| PO Box 1100 | Dayton | WY | 82836 | PC | Dan Scott Legacy Grant | $166,000 |
| Tongue River Fire Protection District | ||||||
| PO Box 307 | Ranchester | WY | 82839 | PC | Engine Pumper Apparatus | $60,000 |
| Tongue River Valley Scholarship Fund | ||||||
| PO Box 254 | Ranchester | WY | 82839 | PC | Challenge Match | $101,000 |
| Town of Dayton | ||||||
| 608 Broadway | Dayton | WY | 82836 | PC | Art Badgett Pool | $180,000 |
| Villa Park Community Services Foundation | ||||||
| 17855 Santiago Blvd | Villa Park | CA | 92861 | PC | Operational Expense - Matching gift | $500 |
| Waymakers | ||||||
| 440 Exchange 250 | Irvine | CA | 92602 | PC | Operational Expense - Matching gift | $2,250 |
| Wyoming Agriculture in the Classroom | ||||||
| PO Box 268 | Cheyenne | WY | 82003 | PC | Operational Expense - Matching gift | $500 |
| Wyoming Cares | ||||||
| PO BOX 2575 | Casper | WY | 82602 | PC | Operational Expense - Matching gift | $300 |
| Wyoming FFA Foundation | ||||||
| 1286 Upton Fairview | Newcastle | WY | 82701 | PC | Operational Expense - Matching gift | $450 |
| Wyoming Natural Resources Foundation | ||||||
| 517 E 19th St | Cheyenne | WY | 82001 | PC | Working Lands Workshop | $3,000 |
| Yellowstone Boys and Girls Ranch | ||||||
| 1732 S 72nd Street West | Billings | MT | 59106 | PC | Uhlein Locker Room Remodel | $60,000 |
| Yellowstone River Parks Association | ||||||
| 404 N 30th St | Billings | MT | 59101 | PC | Operational Expense - Matching gift | $2,000 |
| Yellowstone Valley Animal Shelter | ||||||
| PO Box 20920 | Billings | MT | 59104 | PC | Capital Campaign | $100,000 |
| YWCA | ||||||
| 909 Wyoming | Billings | MT | 59101 | PC | Operational Expense - Matching gift | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,327,826 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,586,735 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $224,115 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Income | Desc |
| Exclusion | $2,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,813,518 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,813,518 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Scott Family Services, Inc. | CategoryTxt |
| Amt | $3,075 | Amt |
| Net Investment Income | $1,537 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,538 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Homer & Mildred Scott Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Payment for Contract Executive Director / Administrative Services | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | First Interstate Wealth Management | BondNm |
| EOY Book Value | $2,955,858 | EOYBookValueAmt |
| EOYFMV | $3,041,910 | 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 | $5,799,651 | EOYBookValueAmt |
| EOYFMV | $8,163,726 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| First Interstate Wealth Management - Alternative Inv. | $1,909,654 | $2,201,836 |
| NBAR5 Limited Partnership - Preferred Interest | $15,947,943 | $15,947,943 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book/Tax Differences - NBAR5 K-1 | $5,306 |
| Unreconciled Diffs/ Accrued Income, etc | $931 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Expense | $3,246 | $3,246 |
| Dues Subscriptions | $702 | $702 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Income | Desc |
| Revenue And Expenses Per Books | $2,668 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| First Interstate Bank Wealth Management | $55,875 | $55,875 | |
| Homer Mildred Scott Foundation | $75,000 | $75,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Withholding | $7,138 | $7,138 |
| Tax on investment income | $6,790 |
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