Nonprofit · EIN 27-4313916
SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION
Tax-exempt · DODGE, TX 77334
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $15,075,611 | $680,394 | $14,395,217 | $25,945,086 | $0 | $25,945,086 |
| September 30, 2024 | 990-PF | $1,296,949 | $1,126,267 | $170,682 | $11,551,268 | $0 | $11,551,268 |
| September 30, 2023 | 990-PF | -$599,751 | $398,529 | -$998,280 | $11,380,586 | $0 | $11,380,586 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $13,529,572
- Dividends
- $179,360
- Interest
- $788,774
- Net gain from sales of assets
- $576,545
- Other income
- $1,360
Expenses
- Grants and similar amounts paid
- $632,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $647,875
- Excise tax on investment income
- $209,417
Balance sheet and other
- Total assets, start of year
- $11,551,268
- Total assets, end of year
- $25,945,086
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,945,086
- Fair market value of assets
- $25,945,086
- Qualifying distributions
- $647,875
- Net investment income
- $15,075,410
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laura S Avery 502 Las Lomas Dr, Austin, TX 78746 | Dir, VP | 1 | $0 |
| Vanessa Derouen 1035 Jeffery Drive, St Martinville, LA 70582 | Treas | 1 | $0 |
| Andrew B Scott PO Box 160, Arroyo, NM 87514 | Dir | 1 | $0 |
| Joyce Scott PO Box 364, Dodge, TX 773340364 | Dir, VP | 1 | $0 |
| Shaesby A Scott 1 Peaslee Road, Alna, ME 04535 | Dir, Sec | 1 | $0 |
| Sherman A Scott PO Box 364, Dodge, TX 773340364 | Dir, Pres | 1 | $0 |
990-PF for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERMAN SCOTT PO BOX 364, DODGE, TX 773340364 | PRESIDENT | 0 | $0 |
| JOYCE SCOTT PO BOX 364, DODGE, TX 773440364 | VICE PRESIDE | 0 | $0 |
| JEAN-LOUIS LEMOINE 108 MILL VALLEY RUN, LAFAYETTE, LA 70508 | SECRETARY | 0 | $0 |
| SHAESBY A SCOTT 303 FARLEY TRAIL, AUSTIN, TX 78746 | DIRECTOR | 0 | $0 |
| LAURA AVERY 502 LAS LOMAS DR, AUSTIN, TX 78746 | DIRECTOR | 0 | $0 |
| ANDREW B SCOTT PO BOX 160, ARROYO, NM 87514 | DIRECTOR | 0 | $0 |
| VANESSA DEROUEN 1035 JEFFERY DRIVE, ST MARTINVILLE, LA 70582 | TREASURER | 0 | $0 |
990-PF for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERMAN SCOTT PO BOX 364, DODGE, TX 773340364 | PRESIDENT | 0 | $0 |
| JOYCE SCOTT PO BOX 364, DODGE, TX 773440364 | VICE PRESIDE | 0 | $0 |
| JEAN-LOUIS LEMOINE 108 MILL VALLEY RUN, LAFAYETTE, LA 70508 | SECRETARY | 0 | $0 |
| SHAESBY A SCOTT 303 FARLEY TRAIL, AUSTIN, TX 78746 | DIRECTOR | 0 | $0 |
| LAURA AVERY 502 LAS LOMAS DR, AUSTIN, TX 78746 | DIRECTOR | 0 | $0 |
| ANDREW B SCOTT PO BOX 160, ARROYO, NM 87514 | DIRECTOR | 0 | $0 |
| VANESSA DEROUEN 1035 JEFFERY DRIVE, ST MARTINVILLE, LA 70582 | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 364, DODGE, TX 77334-0364
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- Laura Scott Avery, Vice President
- Phone
- (337) 365-0180
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 27-4313916
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $25,945,086
- Income (IRS master file)
- $54,213,769
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $15,075,611 | $680,394 | $25,945,086 | XML |
| 990-PF | September 2024 | $1,296,949 | $1,126,267 | $11,551,268 | XML |
| 990-PF | September 2023 | -$599,751 | $398,529 | $11,380,586 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4313916).
Questions about SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION
- What is the EIN of SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION?
- The employer identification number (EIN) of SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION is 27-4313916.
- Is SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SHERMAN AND JOYCE SCOTT FAMILY FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $15,075,611, expenses of $680,394 and total assets of $25,945,086 at year end.
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- DODGE CEMETERY ASSOCIATION EIN 76-0224546 · last filed 990-EZ for 2024
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