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Nonprofit · EIN 81-0503776

THOMAS W & JOAN D SCOTT FOUNDATION

Tax-exempt · BILLINGS, MT 59103

Financials

$25.8M$5K2023$965K$1.6M2024$640K$1.7M2025
Revenue Expenses · by fiscal year end
Financials of THOMAS W & JOAN D SCOTT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$639,948$1,710,242-$1,070,294$36,200,921$0$36,200,921
December 31, 2024990-PF$965,199$1,605,110-$639,911$37,274,329$0$37,274,329
December 31, 2023990-PF$25,792,959$4,981$25,787,978$37,652,680$0$37,652,680
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,692,865
Net gain from sales of assets
-$1,052,917

Expenses

Grants and similar amounts paid
$1,615,000
Disbursements for charitable purposes
$1,617,616
Excise tax on investment income
$22,573

Balance sheet and other

Total assets, start of year
$37,274,329
Total assets, end of year
$36,200,921
Total liabilities, end of year
$0
Net assets, end of year
$36,200,921
Fair market value of assets
$35,880,513
Qualifying distributions
$1,617,616
Net investment income
$1,692,865

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Julie Scott-Rose
Box 190, Dayton, WY 82836
President1$0
Jonathan R Scott
5 Lochgreen Lane, Sheridan, WY 82801
Vice President1$0
Barb Skelton
7350 US Highway 3, Billings, MT 59106
Secretary1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
Julie Scott-Rose
Box 190, Dayton, WY 82836
President1$0
Jonathan R Scott
5 Lochgreen Lane, Sheridan, WY 82801
Vice President1$0
Barb Skelton
7256 US Highway 3, Billings, MT 59106
Secretary1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
Julie Scott-Rose
Box 610, Dayton, WY 82836
President1$0
Jonathan R Scott
Box 190, Dayton, WY 82836
Vice President1$0
Barb Skelton
7256 US Highway 3, Billings, MT 59106
Secretary1$0

Address and contacts

Address (IRS master file)
PO BOX 7113, BILLINGS, MT 59103-7113
In care of
% THOMAS W SCOTT
Signed the 990-PF
Julie Scott-Rose, Chair
Return prepared by
Scott Family Services Inc

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-0503776
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$36,200,921
Income (IRS master file)
$7,116,943

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$639,948$1,710,242$36,200,921XML
990-PFDecember 2024$965,199$1,605,110$37,274,329IRS
990-PFDecember 2023$25,792,959$4,981$37,652,680XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 81-0503776).

Questions about THOMAS W & JOAN D SCOTT FOUNDATION

What is the EIN of THOMAS W & JOAN D SCOTT FOUNDATION?
The employer identification number (EIN) of THOMAS W & JOAN D SCOTT FOUNDATION is 81-0503776.
Is THOMAS W & JOAN D SCOTT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THOMAS W & JOAN D SCOTT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS W & JOAN D SCOTT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS W & JOAN D SCOTT FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THOMAS W & JOAN D SCOTT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THOMAS W & JOAN D SCOTT FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THOMAS W & JOAN D SCOTT FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $639,948, expenses of $1,710,242 and total assets of $36,200,921 at year end.

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