HOMER A SCOTT AND MILDRED S SCOTT FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: HOMER A SCOTT AND MILDRED S SCOTT FOUNDATION (EIN 74-2250381)
Tax period: 2022-03-01 to 2023-02-28
Filed: 2023-09-19
IRS object ID: 202312629349100411
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-09-19T10:35:33-00:00	ReturnTs
Tax Period End	2023-02-28	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	2022-03-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	742250381	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Homer A Scott & Mildred S Scott Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HOME	BusinessNameControlTxt
Phone	3072189492	PhoneNum

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Jennifer Craft	PersonNm
Person Title	Executive Director	PersonTitleTxt
Phone	3072189492	PhoneNum
Signature	2023-09-19	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Jennifer	PersonFirstNm
Person Last	Craft	PersonLastNm

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Timothy J Leuthold	PreparerPersonNm
PTIN	P00738917	PTIN
Phone	4068316855	PhoneNum
Preparation	2023-09-19	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	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$28,586,965	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$479,125	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$479,125	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$104,534	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$104,534	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$104,534	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	-$567,885	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$7,346,538	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$100,000	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$100,000	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$115,774	TotalRevAndExpnssAmt
Total Net Invst Incm	$683,659	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$222,768	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$86,264	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$136,505	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$48,444	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$48,443	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$16,570	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$16,570	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$9,668	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$9,668	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$24,285	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,426	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$21,859	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$7,995	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$7,995	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$7,500	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$283,457	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$282,361	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$1,096	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$620,687	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$371,051	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$242,136	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,319,291	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,319,291	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,939,978	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$371,051	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,561,427	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,824,204	ExcessRevenueOverExpensesAmt
Net Investment Income	$312,608	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$977,712	CashBOYAmt
Cash EOY	$1,040,300	CashEOYAmt
Cash EOYFMV	$1,041,263	CashEOYFMVAmt
Corporate Stock BOY	$11,927,232	CorporateStockBOYAmt
Corporate Stock EOY	$12,591,196	CorporateStockEOYAmt
Corporate Stock EOYFMV	$15,059,601	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$6,103,717	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,917,026	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,661,638	CorporateBondsEOYFMVAmt
Other Investments BOY	$1,752,029	OtherInvestmentsBOYAmt
Other Investments EOY	$2,273,952	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,874,463	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$7,272,052	LandBldgEquipCostOrOtherBssAmt
Land BOY	$7,272,052	LandBOYAmt
Land EOY	$6,342,564	LandEOYAmt
Land EOYFMV	$6,950,000	LandEOYFMVAmt
Total Assets BOY	$28,032,742	TotalAssetsBOYAmt
Total Assets EOY	$26,165,038	TotalAssetsEOYAmt
Total Assets EOYFMV	$28,586,965	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$28,032,742	CapitalStockBOYAmt
Capital Stock EOY	$26,165,038	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$28,032,742	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$26,165,038	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$28,032,742	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,165,038	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$28,032,742	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,824,204	ExcessRevenueOverExpensesAmt
Other Increases	$4,065	OtherIncreasesAmt
Subtotal	$26,212,603	SubtotalAmt
Other Decreases	$47,565	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$26,165,038	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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	2022-06-15	2023-01-15	$1,737,421	$2,155,807	-$418,386	-$418,386
FIBK Wealth Management	P	2021-06-15	2023-01-15	$5,013,336	$5,209,480	-$196,144	-$196,144
Teacherage Property - Community Impact LLC	P	2021-09-15	2023-02-23	$501,571	$549,136	-$47,565	-$47,565

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$567,885	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$409,198	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4,345	InvestmentIncomeExciseTaxAmt
Subtotal	$4,345	SubtotalAmt
Tax Based On Investment Income	$4,345	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$14,455	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$14,455	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$14,455	OriginalReturnTaxPaidAmt
Overpayment	$10,110	OverpaymentAmt
Applied To ES Tax	$10,110	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	false	NewSubstantialContributorsInd
Own Controlled Entity	Yes (true)	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	www.scottfoundation.org	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Homer A Scott & Mildred S Scott Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3072189492	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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)
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
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
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 (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt
First Interstate Bank
PO Box 2007	Sheridan	WY	82801	Trustee	000.00	$95,848
Jenny Craft
PO Box 2007	Sheridan	WY	82801	Exec. Dir.	040.00	$126,920	$13,129
Michelle Sullivan
122 Upper Road	Sheridan	WY	82801	Trustee	000.00	$0
Erin Kilbride
1100 Main Street	Dayton	WY	82836	Trustee	000.00	$0
Arin Waddell
4100 Big Horn Avenue	Sheridan	WY	82801	Board Chair	000.00	$0
Jeremy Scott
859 Main Street	Dayton	WY	82836	Trustee	000.00	$0
Rich Destefano
672 South Jefferson	Sheridan	WY	82801	Vice Chair	000.00	$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	$21,159,708	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$48,768	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,408,333	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$28,616,809	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$28,616,809	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$429,252	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$28,187,557	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,409,378	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,409,378	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4,345	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4,345	TotalTaxAmt
Distributable Before Adj	$1,405,033	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$3,250	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,408,283	DistributableBeforeDedAmt
Distributable As Adjusted	$1,408,283	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,561,427	ExpensesAndContributionsAmt
Qualifying Distributions	$1,561,427	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,408,283	DistributableAsAdjustedAmt
Undistributed Income PY	$1,489,364	UndistributedIncomePYAmt
Qualifying Distributions	$1,561,427	QualifyingDistributionsAmt
Applied To Year1	$1,489,364	AppliedToYear1Amt
Applied To Current Year	$72,063	AppliedToCurrentYearAmt
Undistributed Income CY	$1,336,220	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
Shareholder Manager	None	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Jenny Craft	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 2007	AddressLine1Txt
City	Sheridan	CityNm
State Abbreviation	WY	StateAbbreviationCd
ZIP	82801	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3072189492	RecipientPhoneNum
Recipient Email Address	jenny.craftscottfoundation.org	RecipientEmailAddressTxt
Form And Info And Materials	Refer to website	FormAndInfoAndMaterialsTxt
Submission Deadlines	Refer to website	SubmissionDeadlinesTxt
Restrictions On Awards	Refer to website	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Absaroka Inc
201 E 5th St	Sheridan	WY	82801	PC	Sheridan Head Start	$3,000
Antelope Butte Foundation
PO Box 6624	Sheridan	WY	82801	PC	Operational Support	$15,000
Big Brothers Big Sisters of Sheridan County
1056 Long Dr	Sheridan	WY	82801	PC	Operational Support	$15,000
Big Horn High School
333 WY - 335	Sheridan	WY	82801	PC	FBLA	$500
Both Hands Foundation
PO Box 2713	Brentwood	TN	37024	PC	Operational Support	$500
Bradford Brinton Memorial & Museum
239 Brinton Rd	Big Horn	WY	82833	PC	Binoculars	$2,000
Buffalo Bill Association dba Buffalo Bill Center of the West
720 Sheridan Ave	Cody	WY	82414	PC	Operational Support	$1,000
Buffalo Children's Center
721 Sheridan Ave	Cody	WY	82414	PC	Operational Support	$4,000
Camp Bethel Inc
1710 US-14 E	Shell	WY	82441	PC	Operational Support	$5,000
Center for a Vital Community at Sheridan College
245 Broadway St	Sheridan	WY	82801	PC	2022 Sustained Support	$50,500
CHAPS
501 US-14	Sheridan	WY	82801	PC	Operational Support	$5,000
Child Development Center Region II
345 S Linden Ave	Sheridan	WY	82801	PC	Operational Support	$52,500
Children's Center Inc
1802 University St	Helena	MT	59601	PC	Kitchen Remodel	$140,000
Climb Wyoming
1001 West 31st St	Cheyenne	WY	82001	PC	Operational Support	$2,000
Compass Center for Families
1095 Sugarview Dr	Sheridan	WY	82801	PC	Operational Support	$3,500
Fellowship of Christian Athletes
8701 Leeds Rd	Kansas City	MO	64129	PC	Sheridan Wyoming Programming	$3,000
Grace Anglican Church
1992 W 5th St	Sheridan	WY	82801	PC	Wages for employees in adult job training	$10,500
Habitat for Humanity of the Eastern Bighorns
1981 Double Eagle Dr Suite C	Sheridan	WY	82801	PC	Restore and Office Relocation	$41,000
Holy Name Catholic School
121 South Connor St	Sheridan	WY	82801	PC	Facility needs and maintenance	$5,000
International Rescue Committee
122 East 42nd St	New York	NY	10168	PC	Operational Support	$2,000
Joey's Foundation Inc
109 S Main St B	Sheridan	WY	82801	PC	Operational Support	$1,400
Johnson County Family YMCA
101 Klondike Dr	Buffalo	WY	82834	PC	New Roof	$25,000
Montana State University Alumni Foundation
1501 S 11th Ave	Bozeman	MT	59715	PC	Shakespeare in the School	$15,000
Pedal United (Blue Creek Bike Park)
1910 Broadwater	Billings	MT	59102	PC	Operational Support	$3,000
Perkins Foundation
45 E Loucks St 110	Sheridan	WY	82801	PC	The Fluoride Program	$2,500
Project Schoolhouse
PO Box 609	Austin	TX	78767	PC	Operational Support	$1,000
Raising Readers in Wyoming Inc
102 S Connor St	Sheridan	WY	82801	PC	500 Books	$2,120
Rooted in Wyoming
PO Box 382	Sheridan	WY	82801	PC	Program Support	$2,000
Science Kids
444 W Alger St	Sheridan	WY	82801	PC	Program Support	$30,800
Second Chance Sheridan Cat Rescue
1850 Gabrielle Ct	Sheridan	WY	82801	PC	Operational Support	$3,100
Sheridan Artists' Guild
21 W Brundage St	Sheridan	WY	82801	PC	Operational Support	$1,000
Sheridan Chess Association
51 Coffeen Ave	Sheridan	WY	82801	PC	Operational support	$2,000
Sheridan College Foundation
3059 Coffeen Ave	Sheridan	WY	82801	PC	Operational Support	$1,500
Sheridan Community Education Foundation
1127 Dayton St	Ranchester	WY	82839	PC	Parent Liason Grant payment 2 of 3	$50,000
Sheridan Community Land Trust
306 North Main St	Sheridan	WY	82801	PC	In Bloom - Operational Support	$6,400
Sheridan County Library Foundation
224 South Main St	Sheridan	WY	82801	PC	Library Renovation payment 4 of 5	$50,000
Sheridan County School District 1
1056 Long St	Sheridan	WY	82801	PC	Counselor/Social Worker Position	$40,000
Sheridan County YMCA
417 N Jefferson St	Sheridan	WY	82801	PC	Sheridan County Youth Choir Tour	$10,000
Sheridan Foster Parent Exchange
1590 Sugarland Dr	Sheridan	WY	82801	PC	Operational Support	$1,000
Sheridan Hawks Jr Hockey Club
PO Box 1	Sheridan	WY	82801	PC	Sheridan Hawks Jr. Hockey	$3,000
Sheridan High School
1056 Long St	Sheridan	WY	82801	PC	We The People	$10,500
Sheridan Kids Life
444 W Alger St	Sheridan	WY	82801	PC	Sponsorship Annual Breakfast	$500
Sheridan Memorial Hospital Foundation
PO Box 391	Sheridan	WY	82801	PC	TCU Expansion payment 3 of 5	$52,500
Sheridan on Skates
PO Box 49	Sheridan	WY	82801	PC	Youth/Group Ice Time and Equipment	$25,000
Sheridan Recreational District
1579 Thorne-Rider Park	Sheridan	WY	82832	PC	Bondi Park	$25,000
Sheridan Soccer Association
PO Box 6765	Sheridan	WY	82801	PC	Sponsorship to USA tournament	$1,000
The Food Group Inc
PO Box 6702	Sheridan	WY	82801	PC	Operational Support	$2,000
The Hub on Smith Street
211 Smith St	Sheridan	WY	82801	PC	Keystone Awards Sponsorship	$1,000
Tongue River Child's Place
84 Dayton St	Ranchester	WY	82839	PC	2022 Sustained Support	$15,000
Tongue River Valley Community Center
PO Box 1100	Dayton	WY	82836	PC	Operational Support	$7,000
University of Wyoming Foundation
222 S 22nd St	Laramie	WY	82070	PC	Operational Support	$2,000
Uprising
2638 Aviation Dr	Sheridan	WY	82801	PC	Foundation Grant	$15,000
Volunteers of America
1876 S Sheridan Ave	Sheridan	WY	82801	PC	Operational Support	$1,500
Wren Foundation
1100 Leopard St	Sheridan	WY	82801	PC	Fund raising sponsorship	$400
Wyldflower Learning Community Inc
151 W Brundage St	Sheridan	WY	82801	PC	Operational Support	$3,000
WYO Theatre
42 N Main St	Sheridan	WY	82801	PC	Children Family/Ed Facilitator payment 3 of 3	$26,000
WYOFILE
PO Box 1099	Lander	WY	82520	PC	Operational Support	$1,000
Wyoming 2-1-1 Inc
2617 E Lincolnway	Cheyenne	WY	82001	PC	Match for 24/hour Wyoming Day of Giving	$5,000
Wyoming Community Foundation
1472 N 5th St	Laramie	WY	82072	PC	Operational Support	$2,000
Wyoming Public Media
1000 E University Ave	Laramie	WY	82071	PC	Operational Support	$4,000
Wyoming Technology and Business Center
1938 E Harney St	Laramie	WY	82072	PC	2022 Start Up Challenge	$3,000
Wyoming Wilderness Association
811 N Main St	Sheridan	WY	82801	PC	Stewardship Programs in the Sheridan Area High Schools	$1,000
Wyoming Wildlife Federation
669 Main St	Lander	WY	82520	PC	Class Outside K-12 Education Program	$2,500
Sheridan County School District #2
201 N Connor Ste 100	Sheridan	WY	82801	PC	See Attached Statement	$501,571

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,319,291	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$479,125	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	$104,534	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$100,000	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$567,885	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$115,774	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$115,774	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 (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Scott Family Services Inc.	$8,086	$2,426	$5,660
Davis Wright Tremaine LLP	$16,199		$16,199

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	See Attached Statement 1	BondNm
EOY Book Value	$3,917,026	EOYBookValueAmt
EOYFMV	$3,661,638	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	See Attached Statement 1	StockNm
EOY Book Value	$12,591,196	EOYBookValueAmt
EOYFMV	$15,059,601	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	See Attached Statement 1	CategoryOrItemTxt
Book Value	$2,273,952	BookValueAmt
EOYFMV	$1,874,463	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	Multi-use Complex	CategoryOrItemTxt
Cost Or Other Basis	$7,272,052	CostOrOtherBasisAmt
Book Value	$6,342,564	BookValueAmt
EOYFMV	$6,950,000	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Lonabaugh Riggs, LLP	CategoryTxt
Legal Fees	$9,668	LegalFeesAmt
Disbursements Charitable Prps	$9,668	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Bargain Sale Tax / Book Difference	Desc
Amt	$47,565	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
Program Expenses	$1,787	$1,787
Staff Education and Conferences	$2,052	$2,052
Board and Committee Education	$2,019	$2,019
Dues Subscriptions	$19,784	$19,784
Office Expenses	$5,454	$5,454
Multi-use Facility Maintenance/Administration	$282,361		$282,361
Payroll Reimbursement	-$30,000	-$30,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	NSI Settlement Yr 1 of 3	Desc
Revenue And Expenses Per Books	$100,000	RevenueAndExpensesPerBooksAmt
Net Investment Income	$100,000	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Reconciling Difference - Voided Checks	$3,250
Reconciling Difference - Unknown	$815

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	Payroll Administration	CategoryTxt
Amt	$7,995	Amt
Disbursements Charitable Prps	$7,995	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Federal Excise Taxes	CategoryTxt
Amt	$7,500	Amt