ELIZABETH AND STANLEY D SCOTT FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH AND STANLEY D SCOTT FOUNDATION INC (EIN 13-4144166)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-08-30
- IRS object ID
- 202442439349100024
- Schema version
- 2023v5.1
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-30T12:28:15-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134144166 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ELIZABETH AND STANLEY D SCOTT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 2122267105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 HUDSON STREET 10B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH SCOTT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122267105 | PhoneNum |
| Signature | 2024-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PORTIA ROSE | PreparerPersonNm |
| PTIN | P00364316 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,820,847 | 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 | $435 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $170,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,128,433 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,812 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,906 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,906 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,737 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $607 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,697 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,697 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,023 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,784,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,656 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,485,151 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,056,761 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,050,300 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,610,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,437,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,455,861 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $165,608 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $175,030 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,880,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,799,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,820,847 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $9,749 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $9,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,870,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,799,469 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,870,975 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,799,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,880,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,799,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,870,975 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,800,133 | SubtotalAmt |
| Other Decreases | $664 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,799,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SONY GROUP | 2023-06-13 | 2023-07-14 | $37,125 | $40,357 | -$3,232 | -$3,232 |
| SONY GROUP | 2023-06-28 | 2023-07-14 | $9,281 | $9,133 | $148 | $148 |
| INTEL CORP | 2023-06-12 | 2023-08-31 | $68,958 | $65,003 | $3,955 | $3,955 |
| MERCK & CO INC | 2023-06-08 | 2023-09-25 | $21,027 | $22,041 | -$1,014 | -$1,014 |
| MERCK & CO INC | 2023-06-22 | 2023-09-25 | $21,027 | $22,630 | -$1,603 | -$1,603 |
| MERCK & CO INC | 2023-08-23 | 2023-09-25 | $10,514 | $11,090 | -$576 | -$576 |
| DATADOG INC | 2023-07-11 | 2023-09-28 | $34,723 | $41,927 | -$7,204 | -$7,204 |
| TOKYO ELECTRON LTD | 2023-06-30 | 2023-10-20 | $33,285 | $36,088 | -$2,803 | -$2,803 |
| TOKYO ELECTRON LTD | 2023-07-05 | 2023-10-20 | $13,314 | $14,739 | -$1,425 | -$1,425 |
| TOKYO ELECTRON LTD | 2023-07-25 | 2023-10-20 | $19,971 | $21,031 | -$1,060 | -$1,060 |
| SCHLUMBERGER LTD | 2023-07-31 | 2023-11-14 | $38,022 | $40,838 | -$2,816 | -$2,816 |
| SCHLUMBERGER LTD | 2023-08-02 | 2023-11-14 | $5,432 | $5,702 | -$270 | -$270 |
| SCHLUMBERGER LTD | 2023-08-03 | 2023-11-14 | $10,863 | $11,602 | -$739 | -$739 |
| LYONDELLBASELL | 2023-06-15 | 2023-12-13 | $45,427 | $45,927 | -$500 | -$500 |
| LYONDELLBASELL | 2023-07-12 | 2023-12-13 | $18,171 | $18,693 | -$522 | -$522 |
| LYONDELLBASELL | 2023-07-25 | 2023-12-13 | $9,085 | $9,448 | -$363 | -$363 |
| LYONDELLBASELL | 2023-08-10 | 2023-12-13 | $18,171 | $20,097 | -$1,926 | -$1,926 |
| APPLE | 2023-08-04 | 2024-01-17 | $36,417 | $37,064 | -$647 | -$647 |
| APPLE | 2023-08-23 | 2024-01-17 | $9,104 | $9,058 | $46 | $46 |
| APPLE | 2023-08-29 | 2024-01-17 | $9,104 | $9,177 | -$73 | -$73 |
| BOEING CO COM | 2023-08-04 | 2024-01-24 | $10,670 | $11,612 | -$942 | -$942 |
| BOEING CO COM | 2024-01-08 | 2024-01-24 | $21,339 | $22,959 | -$1,620 | -$1,620 |
| BOEING CO COM | 2023-06-16 | 2024-01-24 | $10,670 | $11,081 | -$411 | -$411 |
| BOEING CO COM | 2023-06-08 | 2024-01-30 | $19,961 | $21,726 | -$1,765 | -$1,765 |
| BOEING CO COM | 2023-06-16 | 2024-01-30 | $19,961 | $22,161 | -$2,200 | -$2,200 |
| BOEING CO COM | 2023-07-11 | 2024-01-30 | $9,980 | $10,857 | -$877 | -$877 |
| BOEING CO COM | 2023-11-14 | 2024-01-30 | $9,980 | $10,342 | -$362 | -$362 |
| US TREASURY | 2022-11-03 | 2024-02-15 | $500,000 | $487,645 | $12,355 | $12,355 |
| ADOBE SYS | 2023-06-08 | 2024-03-06 | $54,414 | $43,615 | $10,799 | $10,799 |
| ADOBE SYS | 2023-07-10 | 2024-03-06 | $13,604 | $12,320 | $1,284 | $1,284 |
| ADOBE SYS | 2023-08-23 | 2024-03-06 | $13,604 | $13,182 | $422 | $422 |
| FREEPORT-MCMORAN INC | 2023-06-27 | 2024-03-01 | $37,894 | $39,802 | -$1,908 | -$1,908 |
| FREEPORT-MCMORAN INC | 2023-06-30 | 2024-03-01 | $7,579 | $8,005 | -$426 | -$426 |
| FREEPORT-MCMORAN INC | 2023-07-12 | 2024-03-01 | $11,368 | $12,303 | -$935 | -$935 |
| FREEPORT-MCMORAN INC | 2023-07-27 | 2024-03-01 | $7,579 | $8,850 | -$1,271 | -$1,271 |
| IRON MTN INC NEW COM | 2023-02-15 | 2024-03-04 | $39,548 | $34,638 | $4,910 | $4,910 |
| MARATHON PETE CORP | 2024-02-26 | 2024-03-26 | $19,805 | $17,332 | $2,473 | $2,473 |
| NVIDIA CORP COM | 2023-07-27 | 2024-03-08 | $8,908 | $4,722 | $4,186 | $4,186 |
| IRON MTN INC NEW COM | 2023-02-15 | 2024-04-09 | $39,418 | $34,638 | $4,780 | $4,780 |
| JOHNSON & JOHNSON | 2023-07-05 | 2024-03-27 | $39,283 | $40,854 | -$1,571 | -$1,571 |
| JOHNSON & JOHNSON | 2023-07-20 | 2024-03-27 | $15,713 | $16,592 | -$879 | -$879 |
| JOHNSON & JOHNSON | 2023-12-07 | 2024-03-27 | $7,857 | $7,796 | $61 | $61 |
| JOHNSON & JOHNSON | 2023-01-30 | 2024-03-27 | $15,713 | $15,870 | -$157 | -$157 |
| JOHNSON & JOHNSON | 2024-03-06 | 2024-03-27 | $15,713 | $16,088 | -$375 | -$375 |
| MARSH & MCLENNAN COS | 2024-03-06 | 2024-04-11 | $59,951 | $61,100 | -$1,149 | -$1,149 |
| ADVANCED MICRO DEVICES INC | 2023-06-30 | 2024-05-10 | $45,632 | $34,174 | $11,458 | $11,458 |
| JOHNSON & JOHNSON | 2023-07-13 | 2024-05-10 | $15,211 | $11,476 | $3,735 | $3,735 |
| JOHNSON & JOHNSON | 2023-07-25 | 2024-05-10 | $15,211 | $11,243 | $3,968 | $3,968 |
| D R HORTON INC COM | 2024-03-21 | 2024-05-06 | $45,245 | $48,689 | -$3,444 | -$3,444 |
| D R HORTON INC COM | 2024-03-26 | 2024-05-06 | $15,082 | $16,076 | -$994 | -$994 |
| FIRST SOLAR INC COM | 2024-05-10 | 2024-05-24 | $6,863 | $4,899 | $1,964 | $1,964 |
| HOME DEPOT INC COM | 2024-02-15 | 2024-05-24 | $16,322 | $17,981 | -$1,659 | -$1,659 |
| HOME DEPOT INC COM | 2024-02-22 | 2024-05-24 | $16,322 | $18,451 | -$2,129 | -$2,129 |
| PIONEER NAT RES CO | 2023-06-08 | 2024-05-01 | $20,767 | $20,767 | $0 | $0 |
| PIONEER NAT RES CO | 2023-06-21 | 2024-05-01 | $20,463 | $20,463 | $0 | $0 |
| PIONEER NAT RES CO | 2023-07-19 | 2024-05-01 | $10,625 | $10,625 | $0 | $0 |
| PIONEER NAT RES CO | 2023-07-25 | 2024-05-01 | $10,940 | $10,940 | $0 | $0 |
| PIONEER NAT RES CO | 2023-07-26 | 2024-05-01 | $11,034 | $11,034 | $0 | $0 |
| PIONEER NAT RES CO | 2023-07-28 | 2024-05-01 | $11,150 | $11,150 | $0 | $0 |
| PIONEER NAT RES CO | 2023-09-28 | 2024-05-01 | $46,994 | $46,994 | $0 | $0 |
| PIONEER NAT RES CO | 2023-11-14 | 2024-05-01 | $23,779 | $23,779 | $0 | $0 |
| TEXTRON INC COM | 2024-02-22 | 2024-05-14 | $87,485 | $85,667 | $1,818 | $1,818 |
| INMODE LTD | 2024-07-07 | 2024-05-10 | $9,066 | $19,029 | -$9,963 | -$9,963 |
| INMODE LTD | 2024-06-22 | 2024-05-20 | $18,914 | $36,692 | -$17,778 | -$17,778 |
| DOW INC COM | 2024-03-21 | 2024-06-24 | $27,221 | $29,051 | -$1,830 | -$1,830 |
| DOW INC COM | 2024-05-20 | 2024-06-24 | $27,221 | $29,619 | -$2,398 | -$2,398 |
| MONGODB INC CL A | 2024-01-24 | 2024-06-05 | $23,258 | $42,043 | -$18,785 | -$18,785 |
| MONGODB INC CL A | 2024-02-22 | 2024-06-05 | $5,814 | $11,079 | -$5,265 | -$5,265 |
| SALESFORCE INC COM | 2023-07-25 | 2024-05-31 | $11,010 | $11,329 | -$319 | -$319 |
| SALESFORCE INC COM | 2023-06-09 | 2024-06-03 | $46,721 | $43,469 | $3,252 | $3,252 |
| SALESFORCE INC COM | 2024-06-20 | 2024-06-03 | $11,680 | $10,789 | $891 | $891 |
| SALESFORCE INC COM | 2024-07-11 | 2024-06-03 | $11,680 | $10,995 | $685 | $685 |
| CRH PLC | 2024-02-15 | 2024-06-24 | $14,876 | $15,119 | -$243 | -$243 |
| CRH PLC | 2024-05-10 | 2024-06-24 | $22,314 | $25,423 | -$3,109 | -$3,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,347 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,344 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,344 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,111 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,111 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,767 | OverpaymentAmt |
| Applied To ES Tax | $16,767 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH SCOTT | IndividualWithBooksNm |
| Phone | 2122267105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 HUDSON STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH SCOTT | ||||||||
| 145 HUDSON STREET - 10B | NEW YORK | NY | 10013 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETER KIMMELMAN | ||||||||
| 800 THIRD AVE SUITE 3103 | NEW YORK | NY | 10017 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| G WILLIAM HAAS | ||||||||
| 909 THIRD AVENUE 27TH FL | NEW YORK | NY | 10022 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORSE ASSET MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $60,541 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,775,968 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,833 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,237,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,237,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,144,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $307,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $307,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,344 | TotalTaxAmt |
| Distributable Before Adj | $305,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $305,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $305,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,023 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,023 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $305,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $81,414 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,023 | QualifyingDistributionsAmt |
| Applied To Year1 | $81,414 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $258,259 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH SCOTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE GEORGIAN GROUP | |||||||
| 122 EAST 42ND STREET SUITE 410 | NEW YORK | NY | 10168 | NONE | PC | GENERAL OPERATING SUPPORT | $120 |
| FRENCH HERITAGE SOCIETY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| FRIENDS OF CANTERBURY CATHEDRAL IN THE UNITED STATES | |||||||
| 888 17TH STREET NW SUITE 608 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FRIENDS OF NOTRE DAME DE PARIS | |||||||
| PO BOX 505 | ETNA | NH | 03750 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| HALCYON FOUNDATION | |||||||
| 515 MADISON AVENUE SUITE 725 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING SUPPORT | $10,475 |
| HEALTH ADVOCATES FOR OLDER PEOPLE | |||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | NONE | PC | GENERAL OPERATING SUPPORT | $300 |
| MOUNT VERNON LADIES' ASSOCIATION | |||||||
| PO BOX 110 | MOUNT VERNON | VA | 22121 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NATIONAL SOCIETY MAGNA CHARTA DAMES AND BARONS | |||||||
| PO BOX 4222 | PHILADELPHIA | PA | 19144 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| SIR JOHN SOANE'S MUSEUM FOUNDATION | |||||||
| 120 BROADWAY 20TH FLOOR | NEW YORK | NY | 10271 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SOCIAL REGISTER FOUNDATION | |||||||
| 14 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $75 |
| SONS OF THE REVOLUTION OF THE STATE OF NY | |||||||
| 54 PEARL STREET 2ND FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING SUPPORT | $1,250 |
| THE AMERICAN-SCOTTISH FOUNDATION | |||||||
| 864 LEXINGTON AVENUE 2ND FLOOR | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING SUPPORT | $25,550 |
| THE ENGLISH-SPEAKING UNION | |||||||
| 144 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $21,000 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL OPERATING SUPPORT | $19,862 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 |
| THE METROPOLITAN OPERA GUILD | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10133 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| THE MORGAN LIBRARY AND MUSEUM | |||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $5,815 |
| WASHINGTON NATIONAL CATHEDRAL | |||||||
| 901 7TH STREET NW 4TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| WORLD MONUMENTS FUND | |||||||
| 600 FIFTH AVENUE 25TH FLOOR | NEW YORK | NY | 10020 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,697 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$38,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,031 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | THE FOUNDATION WAS FORMED FOR FURTHERING CHARITABLE, RELIGIOUS, |
| 2 | EDUCATIONAL,AND SCIENTIFIC WORK. CONTRIBUTIONS WILL BE DIRECTED TO |
| 3 | VARIOUS CHARITABLE ORGANIZATIONS SELECTED BY THE FOUNDATION'S OFFICERS |
| 4 | AND DIRECTORS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,812 | Amt |
| Net Investment Income | $9,906 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,906 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON - EQUITY | StockNm |
| EOY Book Value | $3,437,444 | EOYBookValueAmt |
| EOYFMV | $4,455,861 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,996,876 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,994,500 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $59,885 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $55,800 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BNY MELLON - EXCHANGE TRADED PRODUCTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $165,608 | BookValueAmt |
| EOYFMV | $175,030 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR UNREALIZED GAINS/LOSS | Desc |
| Amt | $664 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NY LAW JOURNAL PUBLICATION | $170 | $0 | $170 |
| NYS FILING FEE | $250 | $0 | $250 |
| BANK CHARGES | $35 | $35 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BNY MELLON INVESTMENT MGMT AND CUSTODY FEES | CategoryTxt |
| Amt | $63,737 | Amt |
| Net Investment Income | $63,737 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $607 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |