HOMER A SCOTT AND MILDRED S SCOTT FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: HOMER A SCOTT AND MILDRED S SCOTT FOUNDATION (EIN 74-2250381)
Tax period: 2020-02-29 to 2021-02-28
Filed: 2021-08-02
IRS object ID: 202102149349100805
Schema version: 2020v4.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
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	2021-08-02T05:13:40-00:00	ReturnTs
Tax Period End	2021-02-28	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Scott Family Services Inc	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 7113	AddressLine1Txt
City	Billings	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-02-29	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	3076721448	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	Jenny Craft	PersonNm
Person Title	Executive Director	PersonTitleTxt
Phone	3072189492	PhoneNum
Signature	2021-08-02	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	First Interstate	PersonFirstNm
Person Last	Bank	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Timothy J Leuthold	PreparerPersonNm
PTIN	P00738917	PTIN
Phone	4062555368	PhoneNum
Preparation	2021-08-02	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$31,964,768	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Dividends Rev And Expnss	$610,648	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$610,648	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,127,367	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$12,356,278	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,127,367	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$386	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$386	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,738,401	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,738,401	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$233,851	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$92,309	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$141,542	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$42,837	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$2,142	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$40,695	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$8,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,400	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$5,600	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$150	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$150	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$10,500	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$18,618	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$18,618	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$313,956	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$97,001	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$206,455	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,043,753	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,043,753	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,357,709	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$97,001	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,250,208	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$380,692	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,641,400	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$798,440	CashBOYAmt
Cash EOY	$1,566,323	CashEOYAmt
Cash EOYFMV	$1,566,323	CashEOYFMVAmt
Corporate Stock BOY	$14,530,264	CorporateStockBOYAmt
Corporate Stock EOY	$13,600,518	CorporateStockEOYAmt
Corporate Stock EOYFMV	$19,720,042	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$8,005,595	CorporateBondsBOYAmt
Corporate Bonds EOY	$8,450,204	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$8,501,383	CorporateBondsEOYFMVAmt
Other Investments BOY	$3,253,922	OtherInvestmentsBOYAmt
Other Investments EOY	$2,974,576	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,177,020	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$26,588,221	TotalAssetsBOYAmt
Total Assets EOY	$26,591,621	TotalAssetsEOYAmt
Total Assets EOYFMV	$31,964,768	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$26,588,221	CapitalStockBOYAmt
Capital Stock EOY	$26,591,621	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$26,588,221	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$26,591,621	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$26,588,221	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,591,621	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$26,588,221	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$380,692	ExcessRevenueOverExpensesAmt
Other Increases	$1,241	OtherIncreasesAmt
Subtotal	$26,970,154	SubtotalAmt
Other Decreases	$378,533	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$26,591,621	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 Mgmt	P	2020-06-15	2021-01-15	$5,457,806	$5,041,884	$415,922	$415,922
FIBK Wealth Mgmt	P	2015-06-15	2021-01-15	$6,870,587	$6,187,027	$683,560	$683,560
Merrill Lynch	P	2015-06-15	2021-01-15	$11,173		$11,173	$11,173

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,127,367	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$415,922	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$22,815	InvestmentIncomeExciseTaxAmt
Subtotal	$22,815	SubtotalAmt
Tax Based On Investment Income	$22,815	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,112	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$20,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$30,112	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$30,112	OriginalReturnTaxPaidAmt
Es Penalty	$153	EsPenaltyAmt
Overpayment	$7,144	OverpaymentAmt
Applied To ES Tax	$7,144	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	false	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	Scott Family Services Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4062555368	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 (9 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	$124,026
Jenny Craft
PO Box 2007	Sheridan	WY	82801	Exec. Dir.	040.00	$109,825
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
Sandy Suzor
7 Beartooth	Sheridan	WY	82801	Trustee	000.00	$0
Rich Destefano
672 South Jefferson	Sheridan	WY	82801	Trustee	000.00	$0
Rae Ann Morss
42 Smith Creek Road	Parkman	WY	82838	Trustee	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	$28,539,874	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$28,539,874	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$28,539,874	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$428,098	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$28,111,776	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,405,589	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,405,589	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$22,815	TaxBasedOnInvestmentIncomeAmt
Total Tax	$22,815	TotalTaxAmt
Distributable Before Adj	$1,382,774	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$1,300	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,384,074	DistributableBeforeDedAmt
Distributable As Adjusted	$1,384,074	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,250,208	ExpensesAndContributionsAmt
Qualifying Distributions	$1,250,208	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$1,250,208	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,384,074	DistributableAsAdjustedAmt
Undistributed Income PY	$1,169,814	UndistributedIncomePYAmt
Qualifying Distributions	$1,250,208	QualifyingDistributionsAmt
Applied To Year1	$1,169,814	AppliedToYear1Amt
Applied To Current Year	$80,394	AppliedToCurrentYearAmt
Undistributed Income CY	$1,303,680	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 (68 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
MSUB
1500 University Dr	Billings	MT	59101	PC	Operating Support	$2,000
Advocacy & Resource Center
136 Coffeen Ave	Sheridan	WY	82801	PC	Operating Support	$3,250
Antelope Butte Foundation
PO Box 6624	Sheridan	WY	82801	PC	Lodge construction	$60,500
BF & Rose H Perkins Foundation
45 E Loucks St 110	Sheridan	WY	82801	PC	Tongue River Elementary Dental Program 2020-21	$2,000
Big Brothers Big Sisters
1056 Long Dr	Sheridan	WY	82801	PC	Emergency Relief Funds Foundation Grant	$33,000
Big Horn Education Fund
PO Box 615	Big Horn	WY	82833	PC	Operating Support	$250
Billings Symphony Orchestra & Chorale
2721 2nd Ave N	Billings	MT	59101	PC	Explore Music Program	$1,000
Boy Scouts of America Central Wyoming Council Elakawee
3939 Casper Mtn Road	Casper	WY	82601	PC	Eagle scout project	$2,000
Bradford Brinton Memorial & Museum
239 Brinton Rd	Big Horn	WY	82833	PC	Operating Support	$1,000
Buffalo Bill Memorial Association
720 Sheridan Ave	Cody	WY	82414	PC	Operating Support	$1,000
Buffalo Children's Center
721 Sheridan Ave	Cody	WY	82414	PC	Scholarship grant	$8,000
Camp Story
11 Presbyterian Rd	Storey	WY	82842	PC	Facility remodel	$10,000
Center for a Vital Community at Sheridan College
245 Broadway St	Sheridan	WY	82801	PC	Rich Destefano	$500
CHAPS
501 US 14	Sheridan	WY	82801	PC	Equine Care	$2,000
Child Development Center Region II
345 S Linden Ave	Sheridan	WY	82801	PC	Community Needs	$2,750
Children's Center Inc
1802 University St	Helena	MT	59601	PC	Operating Support	$40,000
Compass
1095 Sugarview Dr	Sheridan	WY	82801	PC	Operating Support	$31,000
CVC
245 Broadway St	Sheridan	WY	82801	PC	SCSD2 teacher appreciation project	$3,000
Denver Rescue Mission
6100 Smith Rd	Denver	CO	80216	PC	Operating Support	$500
Dog & Cat Shelter Inc
84 East Ridge Road	Sheridan	WY	82801	PC	Operating Support/Spay Neuter Clinic	$1,600
Family Services Inc
PO Box 1020	Billings	MT	59103	PC	Operating Support	$50,000
Foster Parent Exchange
1590 Sugarland Dr - Suite B	Sheridan	WY	82801	PC	Operating Support	$3,000
Gatchell Museum Association Inc
PO Box 596	Buffalo	WY	82834	PC	Operating Support	$1,000
Grace Anglican Church
1992 W 5th St	Sheridan	WY	82801	PC	Shower Laundry Facility for Homeless youth	$10,000
Habitat for Humanity of the Eastern Bighorns
1981 Double Eagle Dr Suite C	Sheridan	WY	82801	PC	Operating Support	$500
Inside Voice
PO Box 465	Dayton	WY	82836	PC	Operating Support	$400
International Rescue Committee
PO Box 6068	Albert Lea	MN	56007	PC	Operating Support	$1,500
Joey's Foundation Inc
5117 52nd St NW	Washington	DC	20016	PC	Operating Support	$1,500
Kearney Community Hall
4444 US-87	Banner	WY	82832	PC	Operating Support	$1,000
Make-A-Wish Foundation of Wyoming
236 W 1st St	Casper	WY	82601	PC	Operating Support	$2,000
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	$10,000
MSU - Bozeman Foundation
1501 S 11th Ave	Bozeman	MT	59715	PC	Montana Shakespeare in the school	$5,000
Project Schoolhouse
PO Box 609	Austin	TX	78767	PC	Operating Support	$1,000
Rooted in Wyoming
PO Box 382	Sheridan	WY	82801	PC	Operating Support	$5,500
Senior Citizens Council
211 Smith St	Sheridan	WY	82801	PC	Operating Support	$33,000
Serve Wyoming Inc
330 S Center St	Casper	WY	82601	PC	2020 Volunteer Guide	$500
Sheridan College Foundation
3059 Coffeen Ave	Sheridan	WY	82801	PC	Early Child Liaison	$10,000
Sheridan Community Land Trust
306 North Main St	Sheridan	WY	82801	PC	Operating Support	$56,000
Sheridan County 4-H
1000 E University Ave	Laramie	WY	82071	PC	National Livestock Judging Contest	$1,000
Sheridan County Chamber Foundation
24 S Main St	Sheridan	WY	82801	PC	WyldFlower Learning Community	$26,500
Sheridan County School District 1
1127 Dayton St	Ranchester	WY	82839	PC	Social Worker position	$40,000
Sheridan County YMCA
417 N Jefferson St	Sheridan	WY	82801	PC	Operating Support	$131,500
Sheridan Hawks Jr Hockey Club
475 W Brundage St	Sheridan	WY	82801	PC	Cancer Jerseys Auction Match	$1,000
Sheridan Kids Life
PO Box 7296	Sheridan	WY	82801	PC	Operating Support	$1,600
Sheridan Memorial Hospital Foundation
PO Box 391	Sheridan	WY	82801	PC	Operating Support	$112,500
Sheridan on Skates
PO Box 49	Sheridan	WY	82801	PC	Operating Support	$3,500
Story Community Library Inc
20 N Piney Rd	Banner	WY	82832	PC	Capital expansion project	$15,000
The Food Group Inc
PO Box 6702	Sheridan	WY	82801	PC	Operating Support	$28,000
The Hub on Smith
211 Smith St	Sheridan	WY	82801	PC	Keystone Awards	$1,000
The Nature Conservancy-WY Chapter
258 Main St	Lander	WY	82520	PC	Operating Support	$1,000
The Salvation Army Sheridan Corps
150 S Tschirgi St	Sheridan	WY	82801	PC	Emergency Relief Funds	$9,403
The Sheridan Health Center
31 E Whitney St	Sheridan	WY	82801	PC	Emergency Relief Funds	$58,000
The St Paul & Minnesota Foundation
101 5th St E - Ste 2400	St Paul	MN	55101	PC	Operating Support	$1,500
Tongue River Childs Place
84 Dayton St	Ranchester	WY	82839	PC	Operating Support	$15,000
Tongue River Valley Community Center
PO Box 1100	Dayton	WY	82836	PC	Operating Support	$8,500
Tongue River Valley Community Center
PO Box 1100	Dayton	WY	82836	PC	Operating Support	$5,000
Tumbleweed Runaway Program Inc
505 N 24th St	Billings	MT	59105	PC	Operating Support	$2,000
University of Wyoming Foundation
222 S 22nd St	Laramie	WY	82070	PC	Operating Support	$3,500
Uprising
2638 Aviation Dr	Sheridan	WY	82801	PC	Operating Support	$5,000
Veteran Village - AMNACS
1590 Sugarland Dr - Suite 3	Sheridan	WY	82801	PC	Feasibility grant	$15,000
WYO Theater
42 N Main St	Sheridan	WY	82801	PC	Sustained support grant	$43,500
Wyoming Ag in the Classroom
PO Box 347	Cheyenne	WY	82003	PC	Wyoming Stewardship Project	$25,000
Wyoming Community Foundation
1472 N 5th St	Laramie	WY	82072	PC	Operating Support	$25,500
Wyoming Food Bank of the Rockies
5150 Reserve Dr	Evansville	WY	82636	PC	Semi-Tractor Trailer	$51,000
Wyoming Public Radio
1000 E University Ave	Laramie	WY	82071	PC	Operating Support	$4,000
Wyoming Stock Growers Agricultural Land Trust
113 E 20th St	Cheyenne	WY	82001	PC	Patchwork Ranch Conservation Easement	$7,500
Yellowstone Art Museum
401 N 27th St	Billings	MT	59101	PC	Ucross Art Exhibit	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,043,753	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$610,648	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$386	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,127,367	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$1,738,401	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,738,401	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	$8,000	Amt
Net Investment Income	$2,400	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,600	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	$8,450,204	EOYBookValueAmt
EOYFMV	$8,501,383	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	$13,600,518	EOYBookValueAmt
EOYFMV	$19,720,042	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	See Attached Statement 1	CategoryOrItemTxt
Book Value	$2,974,576	BookValueAmt
EOYFMV	$2,177,020	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Reconciling Difference - Full Payout of Venture Fund Investment	Desc
Amt	$378,533	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Program Expenses	$1,935	$1,935
Staff Education and Conferences	$252	$252
Board and Committee Education	$1,237	$1,237
Dues Subscriptions	$14,861	$14,861
Office Expenses	$333	$333

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	Securities Litigation Proceeds	Desc
Revenue And Expenses Per Books	$386	RevenueAndExpensesPerBooksAmt
Net Investment Income	$386	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Reconciling Difference - Voided Checks	Desc
Amt	$1,241	Amt

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Foreign Dividend Withholding	CategoryTxt
Amt	$10,500	Amt