Nonprofit · EIN 62-1646107
RICHARD L & F ANNETTE SCOTT FNDN
Tax-exempt · NAPLES, FL 34102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $21,876 | $1,625 | $20,251 | $1,006,064 | $0 | $1,006,064 |
| September 30, 2024 | 990-PF | $28,128 | $3,310 | $24,818 | $984,194 | $0 | $984,194 |
| September 30, 2023 | 990-PF | $11,762 | $1,635 | $10,127 | $1,198,719 | $0 | $1,198,719 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $22,160
- Net gain from sales of assets
- -$284
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $21
- Excise tax on investment income
- $286
Balance sheet and other
- Total assets, start of year
- $984,194
- Total assets, end of year
- $1,006,064
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,006,064
- Fair market value of assets
- $1,006,064
- Qualifying distributions
- $21
- Net investment income
- $22,160
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 |
|---|---|---|---|
| F ANNETTE SCOTT 340 9TH STREET N STE 276, NAPLES, FL 34102 | PRES/DIRECTOR | 1 | $0 |
| STEPHEN BRAUN 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| ALLISON GUIMARD 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| JORDAN SCOTT 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| CATHY GELLATLY 340 9TH STREET N STE 276, NAPLES, FL 34102 | SEC/TREAS | 1 | $0 |
990-PF for the year ended September 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F ANNETTE SCOTT 340 9TH STREET N STE 276, NAPLES, FL 34102 | PRES/DIRECTOR | 1 | $0 |
| STEPHEN BRAUN 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| ALLISON GUIMARD 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| JORDAN SCOTT 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| CATHY GELLATLY 340 9TH STREET N STE 276, NAPLES, FL 34102 | SEC/TREAS | 1 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F ANNETTE SCOTT 340 9TH STREET N STE 276, NAPLES, FL 34102 | PRES/DIRECTOR | 1 | $0 |
| STEPHEN BRAUN 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| ALLISON GUIMARD 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| JORDAN SCOTT 340 9TH STREET N STE 276, NAPLES, FL 34102 | DIRECTOR | 0 | $0 |
| CATHY GELLATLY 340 9TH STREET N STE 276, NAPLES, FL 34102 | SEC/TREAS | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 340 9TH STREET N APT 276, NAPLES, FL 34102-5803
- Signed the 990-PF
- CATHY GELLATLY, SECRETERY
- Phone
- (212) 364-2736
- Return prepared by
- KERRY M BALTHROP CPA
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
- 62-1646107
- 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
- 1996
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,006,064
- Income (IRS master file)
- $62,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $21,876 | $1,625 | $1,006,064 | XML |
| 990-PF | September 2024 | $28,128 | $3,310 | $984,194 | XML |
| 990-PF | September 2023 | $11,762 | $1,635 | $1,198,719 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-T | 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 62-1646107).
Questions about RICHARD L & F ANNETTE SCOTT FNDN
- What is the EIN of RICHARD L & F ANNETTE SCOTT FNDN?
- The employer identification number (EIN) of RICHARD L & F ANNETTE SCOTT FNDN is 62-1646107.
- Is RICHARD L & F ANNETTE SCOTT FNDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to RICHARD L & F ANNETTE SCOTT FNDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD L & F ANNETTE SCOTT FNDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD L & F ANNETTE SCOTT FNDN 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 RICHARD L & F ANNETTE SCOTT FNDN 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 RICHARD L & F ANNETTE SCOTT FNDN?
- The 990-PF for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does RICHARD L & F ANNETTE SCOTT FNDN have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $21,876, expenses of $1,625 and total assets of $1,006,064 at year end.
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