HOMER A SCOTT AND MILDRED S SCOTT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOMER A SCOTT AND MILDRED S SCOTT FOUNDATION (EIN 74-2250381)
- Tax period
- 2021-03-01 to 2022-02-28
- Filed
- 2022-11-11
- IRS object ID
- 202233159349101973
- Schema version
- 2021v4.2
- 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
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T11:29:07-00:00 | ReturnTs |
| Tax Period End | 2022-02-28 | 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 | 2021-03-01 | 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 | 2022-09-15 | 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 | 2022-11-11 | 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 | 2021 | 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 | $31,815,653 | 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 | $7,157,178 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $668,647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $668,647 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $10,800 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $10,800 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,800 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,234,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,692,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,234,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $189 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $189 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,071,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,914,026 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $280,367 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $99,182 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $181,185 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $49,804 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,490 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,314 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,572 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,668 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $71,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $298,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $260,989 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $714,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $367,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $276,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,277,728 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,992,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $367,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,396,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,078,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,546,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,566,323 | CashBOYAmt |
| Cash EOY | $977,712 | CashEOYAmt |
| Cash EOYFMV | $977,730 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,600,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,927,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,737,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,450,204 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,103,717 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,933,371 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,974,576 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,752,029 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,716,757 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,272,052 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $7,272,052 | LandEOYAmt |
| Land EOYFMV | $7,450,000 | LandEOYFMVAmt |
| Total Assets BOY | $26,591,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,032,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,815,653 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,591,621 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,032,742 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,591,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,032,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,591,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,032,742 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,591,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,078,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,210 | OtherIncreasesAmt |
| Subtotal | $28,674,490 | SubtotalAmt |
| Other Decreases | $641,748 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,032,742 | 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 | 2021-06-15 | 2022-01-15 | $4,224,751 | $4,529,649 | -$304,898 | -$304,898 |
| FIBK Wealth Management | P | 2020-06-15 | 2022-01-15 | $11,324,939 | $7,928,820 | $3,396,119 | $3,396,119 |
| Arthur Street Fund III L.P. Form K-1 | 2020-06-15 | 2021-12-31 | $4,108 | $4,108 | $4,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,234,390 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$304,898 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,298 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $49,298 | SubtotalAmt |
| Tax Based On Investment Income | $49,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,254 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $63,754 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $63,754 | OriginalReturnTaxPaidAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $14,455 | OverpaymentAmt |
| Applied To ES Tax | $14,455 | 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 | 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 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| First Interstate Bank | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Trustee | 000.00 | $131,021 |
| Jenny Craft | ||||||
| PO Box 2007 | Sheridan | WY | 82801 | Exec. Dir. | 040.00 | $149,346 |
| 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 |
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 | $29,330,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,955 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,725,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,066,917 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $33,066,917 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $496,004 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,570,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,628,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,628,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,298 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,298 | TotalTaxAmt |
| Distributable Before Adj | $1,579,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,420 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,582,668 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,582,668 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,396,984 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,396,984 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,582,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,303,680 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,396,984 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,303,680 | AppliedToYear1Amt |
| Applied To Current Year | $93,304 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,489,364 | 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 (75 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Academics for All | ||||||
| 1056 Long Dr | Sheridan | WY | 82801 | PC | Class of 2022 | $1,000 |
| Antelope Butte Foundation | ||||||
| PO Box 6624 | Sheridan | WY | 82801 | PC | Lodge construction | $54,000 |
| BF & Rose H Perkins Foundation | ||||||
| 45 E Loucks St 110 | Sheridan | WY | 82801 | PC | Tongue River Elementary Dental Program 2021-22 | $4,800 |
| Big Brothers Big Sisters | ||||||
| 1056 Long Dr | Sheridan | WY | 82801 | PC | Operation Support | $1,000 |
| Big Horn City Historical Society | ||||||
| 1163 3rd St E | Hardin | MT | 59034 | PC | MIA Honoring Project | $5,000 |
| Big Horn Education Fund | ||||||
| PO Box 615 | Big Horn | WY | 82833 | PC | Operating Support | $500 |
| Big Horn Equestrian Center | ||||||
| 352 Bird Farm Road | Sheridan | WY | 82801 | PC | Operating Support | $500 |
| Billings Community Foundation | ||||||
| 404 N 30th St | Billings | MT | 59101 | PC | Operating Support | $3,000 |
| Bradford Brinton Memorial & Museum | ||||||
| 239 Brinton Rd | Big Horn | WY | 82833 | PC | 2021 Gala | $1,000 |
| Buffalo Bill Memorial Association | ||||||
| 720 Sheridan Ave | Cody | WY | 82414 | PC | Operating Support | $2,000 |
| Buffalo Children's Center | ||||||
| 721 Sheridan Ave | Cody | WY | 82414 | PC | Scholarship grant | $4,000 |
| Camp Bethel Inc | ||||||
| 1710 US-14 E | Shell | WY | 82441 | PC | Operating Support | $2,000 |
| Center for a Vital Community at Sheridan College | ||||||
| 245 Broadway St | Sheridan | WY | 82801 | PC | Rich Destefano | $52,500 |
| Child Development Center Region II | ||||||
| 345 S Linden Ave | Sheridan | WY | 82801 | PC | Community Needs | $2,500 |
| Children's Center Inc | ||||||
| 1802 University St | Helena | MT | 59601 | PC | Operating Support | $40,000 |
| Climb Wyoming | ||||||
| 1001 West 31st St | Cheyenne | WY | 82001 | PC | Operating Support | $2,000 |
| Compass | ||||||
| 1095 Sugarview Dr | Sheridan | WY | 82801 | PC | Operating Support | $10,000 |
| Counting on God Camp | ||||||
| 1103 Emerson St | Sheridan | WY | 82801 | PC | Summer Camp 2021 | $500 |
| Dayton Fire & Rescue | ||||||
| 610 Broadway | Sheridan | WY | 82801 | PC | Operating Support | $500 |
| Dayton School Benefit Club | ||||||
| 410 Bridge St | Dayton | WY | 82836 | PC | Operating Support | $1,000 |
| Dog & Cat Shelter Inc | ||||||
| 84 East Ridge Road | Sheridan | WY | 82801 | PC | Operating Support/Spay Neuter Clinic | $1,000 |
| First Congregational Church | ||||||
| 100 W Works St | Sheridan | WY | 82801 | PC | Bathroom Renovation | $5,000 |
| Gatchell Museum Association Inc | ||||||
| PO Box 596 | Buffalo | WY | 82834 | PC | Operating Support | $500 |
| Grace Anglican Church | ||||||
| 1992 W 5th St | Sheridan | WY | 82801 | PC | Free Food Friday | $500 |
| Gravity Performing Arts Center | ||||||
| 1755 S Sheridan Ave | Sheridan | WY | 82801 | PC | Operating Support | $4,500 |
| Habitat for Humanity of the Eastern Bighorns | ||||||
| 1981 Double Eagle Dr Suite C | Sheridan | WY | 82801 | PC | Purchase of TR Valley Lots | $100,000 |
| Institute for Shipboard Education | ||||||
| 2243 Centre Ave Unit 300 | Fort Collins | CO | 80526 | PC | Operating Support | $2,000 |
| Johnson County Family YMCA | ||||||
| 101 Klondike Dr | Buffalo | WY | 82834 | PC | Operating Support | $3,000 |
| Local Media Foundation | ||||||
| PO Box 450 | Lake City | MI | 49651 | PC | Operating Support | $6,000 |
| Love In Stitches | ||||||
| 1705 N Heights Way | Sheridan | WY | 82801 | PC | Operating Support | $2,000 |
| Mayo Clinic | ||||||
| 200 First St Sw | Rochester | MN | 55905 | PC | Operating Support | $500 |
| Metro State Hockey | ||||||
| 890 Auraria Parkway | Denver | CO | 80204 | PC | Operating Support | $2,500 |
| Montana State University Alumni Foundation | ||||||
| 1501 S 11th Ave | Bozeman | MT | 59715 | PC | Shakespeare in Schools | $15,000 |
| Perkins Foundation | ||||||
| 45 E Loucks St 110 | Sheridan | WY | 82801 | PC | Operating Support | $2,500 |
| Project Schoolhouse | ||||||
| PO Box 609 | Austin | TX | 78767 | PC | Operating Support | $1,000 |
| Provision Fund | ||||||
| 366 E Brundage St | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Rooted in Wyoming | ||||||
| PO Box 382 | Sheridan | WY | 82801 | PC | Operating Support | $21,000 |
| Science Kids | ||||||
| 101 E Loucks St 4045 | Sheridan | WY | 82801 | PC | Operating Support | $4,500 |
| Second Chance Sheridan Cat Rescue | ||||||
| 1850 Gabrielle Ct | Sheridan | WY | 82801 | PC | Operating Support | $4,000 |
| Sheridan Artists Guild | ||||||
| 21 W Brundage St | Sheridan | WY | 82801 | PC | Operating Support | $7,000 |
| Sheridan Arts Council | ||||||
| PO Box 844 | Sheridan | WY | 82801 | PC | Operating Support | $3,500 |
| Senior Citizens Council | ||||||
| 211 Smith St | Sheridan | WY | 82801 | PC | Operating Support | $89,500 |
| Sheridan College Foundation | ||||||
| 3059 Coffeen Ave | Sheridan | WY | 82801 | PC | Early Child Liaison | $1,500 |
| Sheridan Community Land Trust | ||||||
| 306 North Main St | Sheridan | WY | 82801 | PC | Operating Support | $33,000 |
| Sheridan County 4-H | ||||||
| 1000 E University Ave | Laramie | WY | 82071 | PC | National Livestock Judging Contest | $500 |
| Sheridan County Chamber Foundation | ||||||
| 24 S Main St | Sheridan | WY | 82801 | PC | WyldFlower Learning Community | $2,500 |
| Sheridan County Education Foundation | ||||||
| 1127 Dayton St | Ranchester | WY | 82839 | PC | Parent liaison position renewal | $50,000 |
| Sheridan County School District | ||||||
| 1127 Dayton St | Ranchester | WY | 82839 | PC | Operating Support | $40,000 |
| Sheridan County Library Foundation | ||||||
| 224 South Main St | Sheridan | WY | 82801 | PC | Operating Support | $50,000 |
| Sheridan County YMCA | ||||||
| 417 N Jefferson St | Sheridan | WY | 82801 | PC | Operating Support | $130,500 |
| Sheridan County Foster Parent Exchange | ||||||
| 19 E 7th St | Sheridan | WY | 82801 | PC | Operating Support | $7,000 |
| Sheridan High School | ||||||
| 1056 Long St | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Sheridan Jaycees | ||||||
| PO Box 242 | Sheridan | WY | 82801 | PC | Operating Support | $250 |
| Sheridan Kids Life | ||||||
| 444 W Alger St | Sheridan | WY | 82801 | PC | Operating Support | $1,500 |
| Sheridan Lacrosse Club | ||||||
| 2318 Larch Ln | Sheridan | WY | 82801 | PC | Operating Support | $1,000 |
| Sheridan Memorial Hospital Foundation | ||||||
| PO Box 391 | Sheridan | WY | 82801 | PC | Operating Support | $54,000 |
| Sheridan Recreational District | ||||||
| 1579 Thorne-Rider Park | Sheridan | WY | 82832 | PC | Operating Support | $1,000 |
| The Food Group Inc | ||||||
| PO Box 6702 | Sheridan | WY | 82801 | PC | Operating Support | $4,500 |
| The Nature Conservancy-WY Chapter | ||||||
| 258 Main St | Lander | WY | 82520 | PC | Operating Support | $1,000 |
| The Sheridan Health Center | ||||||
| 31 E Whitney St | Sheridan | WY | 82801 | PC | Emergency Relief Funds | $80,000 |
| Thrive | ||||||
| 407 S Ferguson Ave | Bozeman | MT | 59718 | PC | Operating Support | $500 |
| Tongue River Childs Place | ||||||
| 84 Dayton St | Ranchester | WY | 82839 | PC | Operating Support | $16,000 |
| Tongue River Middle School | ||||||
| 1127 Dayton St | Ranchester | WY | 82839 | PC | Operating Support | $1,500 |
| Tongue River Valley Community Center | ||||||
| PO Box 1100 | Dayton | WY | 82836 | PC | Operating Support | $10,000 |
| Tumbleweed Runaway Program Inc | ||||||
| 505 N 24th St | Billings | MT | 59105 | PC | Operating Support | $10,500 |
| University of Wyoming Foundation | ||||||
| 222 S 22nd St | Laramie | WY | 82070 | PC | Operating Support | $7,000 |
| Uprising | ||||||
| 2638 Aviation Dr | Sheridan | WY | 82801 | PC | Operating Support | $1,500 |
| WYO Theater | ||||||
| 42 N Main St | Sheridan | WY | 82801 | PC | Sustained support grant | $26,500 |
| WYOFILE | ||||||
| PO Box 1099 | Lander | WY | 82520 | PC | Operating Support | $1,000 |
| Wyoming Ag in the Classroom | ||||||
| PO Box 347 | Cheyenne | WY | 82003 | PC | Wyoming Stewardship Project | $10,000 |
| Wyoming Community Foundation | ||||||
| 1472 N 5th St | Laramie | WY | 82072 | PC | Operating Support | $10,500 |
| Wyoming Public Radio | ||||||
| 1000 E University Ave | Laramie | WY | 82071 | PC | Operating Support | $2,000 |
| Wyola School District 29 | ||||||
| 1 Mondell St | Wyola | MT | 59089 | PC | Cafeteria Gymnasium remodel | $50,000 |
| YWCA | ||||||
| 909 Wyoming Ave | Billings | MT | 59102 | PC | Construction of Women Children Center | $50,000 |
| Community Impact Inc | ||||||
| 4 South Main Street | Sheridan | WY | 82801 | NC | Funding Purchase of Multi-use Complex | $7,157,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,277,728 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $668,647 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,800 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,234,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,914,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,914,026 | 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 |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Impact Inc | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $7,157,178 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Real property encompassing a multi-use complex in Sheridan, Wyoming. | NoncashPropertyDesc |
| Fair Market Value | $7,157,178 | FairMarketValueAmt |
| Received | 2021-11-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Scott Family Services Inc. | CategoryTxt |
| Amt | $15,240 | Amt |
| Net Investment Income | $4,572 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,668 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See Attached Statement 1 | BondNm |
| EOY Book Value | $6,103,717 | EOYBookValueAmt |
| EOYFMV | $5,933,371 | 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 | $11,927,232 | EOYBookValueAmt |
| EOYFMV | $15,737,795 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | See Attached Statement 1 | CategoryOrItemTxt |
| Book Value | $1,752,029 | BookValueAmt |
| EOYFMV | $1,716,757 | 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 | $7,272,052 | BookValueAmt |
| EOYFMV | $7,450,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Reconciling Difference - Full Payout of Venture Fund Investment | $637,500 |
| Reconciling Difference - Arthur Street Fund K-1 Tax Reporting | $4,248 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Program Expenses | $1,359 | $1,359 | |
| Staff Education and Conferences | $6,065 | $6,065 | |
| Board and Committee Education | $2,629 | $2,629 | |
| Dues Subscriptions | $13,255 | $13,255 | |
| Office Expenses | $13,959 | $13,959 | |
| Multi-use Facility Maintenance/Administration | $260,989 | $260,989 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Securities Litigation Proceeds | Desc |
| Revenue And Expenses Per Books | $189 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $189 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Reconciling Difference - Voided Checks | $3,420 |
| Reconciling Difference - Unknown | $790 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Private Equity Fees | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | See Statement 2 Attached | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $71,000 | Amt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Impact Inc | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| EIN | 872724435 | EIN |
| Desc | See Statement 2 Attached. | Desc |
| Amt | $7,157,178 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,157,178 | TotalAmt |