ELIZABETH AND STANLEY D SCOTT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH AND STANLEY D SCOTT FOUNDATION INC (EIN 13-4144166)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-08
- IRS object ID
- 202313129349101851
- Schema version
- 2022v5.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T12:59:01-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | MAZARS USA 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 | 2022-07-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | SCOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,901,771 | 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 | $2,731 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $194,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $439,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,458,670 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $439,609 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $636,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,216 | 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 | $18,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,118 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,118 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,216 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $137,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $137,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $146,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $366,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $561,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $291,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,784,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,784,685 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,485,151 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,465,115 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,225,394 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,610,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,651,971 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,516,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,880,724 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,901,771 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $9,749 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $9,749 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $9,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,749 | 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 | $5,507,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,870,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,507,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,870,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,516,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,880,724 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,507,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $366,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,873,362 | SubtotalAmt |
| Other Decreases | $2,387 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,870,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BOEING CO | 2022-07-18 | 2022-07-26 | $156,770 | $151,827 | $4,943 | $4,943 |
| DISNEY WALT CO | 2022-07-20 | 2022-07-26 | $100,272 | $103,450 | -$3,178 | -$3,178 |
| TESLA INC | 2022-03-30 | 2022-07-13 | $685,716 | $1,103,839 | -$418,123 | -$418,123 |
| INTERCONTINENTAL | 2017-04-07 | 2022-07-26 | $48,465 | $30,515 | $17,950 | $17,950 |
| EXCHANGE INC | 2018-06-06 | 2022-07-26 | $48,465 | $37,884 | $10,581 | $10,581 |
| INTERCONTINENTAL EXCHANGE, INC. 45866F104 | 2021-01-11 | 2022-07-26 | $96,929 | $118,001 | -$21,072 | -$21,072 |
| VALERO ENERGY CORP | 2022-03-28 | 2022-08-15 | $222,980 | $193,438 | $29,542 | $29,542 |
| VALERO ENERGY CORP | 2022-05-27 | 2022-08-15 | $334,470 | $396,926 | -$62,456 | -$62,456 |
| VALERO ENERGY CORP | 2022-05-31 | 2022-08-15 | $111,490 | $134,078 | -$22,588 | -$22,588 |
| VALERO ENERGY CORP | 2020-05-14 | 2022-08-15 | $111,490 | $59,746 | $51,744 | $51,744 |
| ADVANCED MICRO DEVICES INC | 2022-05-17 | 2022-09-26 | $134,338 | $203,027 | -$68,689 | -$68,689 |
| ALPHABET INC CL A | 2022-05-31 | 2022-09-26 | $177,264 | $202,486 | -$25,222 | -$25,222 |
| AMAZON | 2022-07-21 | 2022-09-26 | $115,700 | $123,596 | -$7,896 | -$7,896 |
| AMAZON | 2022-09-12 | 2022-09-26 | $115,700 | $135,916 | -$20,216 | -$20,216 |
| BLACKSTONE | 2021-10-21 | 2022-09-26 | $83,543 | $132,471 | -$48,928 | -$48,928 |
| COM NEW | 2022-07-26 | 2022-09-26 | $303,080 | $289,024 | $14,056 | $14,056 |
| DEVON ENERGY | 2022-09-27 | 2022-09-26 | $283,063 | $174,091 | $108,972 | $108,972 |
| DEVON ENERGY | 2022-10-11 | 2022-09-26 | $226,450 | $160,517 | $65,933 | $65,933 |
| DEVON ENERGY | 2022-11-24 | 2022-09-26 | $339,675 | $270,190 | $69,485 | $69,485 |
| LILLY ELI & CO | 2022-04-28 | 2022-09-26 | $308,683 | $293,948 | $14,735 | $14,735 |
| LILLY ELI & CO | 2022-08-19 | 2022-09-26 | $308,683 | $324,195 | -$15,512 | -$15,512 |
| MICRON TECHNOLOGY | 2022-04-04 | 2022-09-26 | $148,870 | $233,000 | -$84,130 | -$84,130 |
| MICRON TECHNOLOGY | 2022-07-20 | 2022-09-26 | $99,247 | $126,455 | -$27,208 | -$27,208 |
| MONGODB INC CL A | 2022-07-18 | 2022-09-26 | $47,944 | $72,393 | -$24,449 | -$24,449 |
| PIONEER NAT RES CO | 2022-02-01 | 2022-09-26 | $206,372 | $217,621 | -$11,249 | -$11,249 |
| TESLA INC | 2022-08-15 | 2022-09-26 | $416,985 | $466,809 | -$49,824 | -$49,824 |
| WP CAREY INC | 2022-05-27 | 2022-09-26 | $75,168 | $85,009 | -$9,841 | -$9,841 |
| ADVANCED MICRO DEVICES INC | 2019-08-20 | 2022-09-26 | $201,507 | $92,759 | $108,748 | $108,748 |
| ADVANCED MICRO DEVICES INC | 2019-10-28 | 2022-09-26 | $67,169 | $33,364 | $33,805 | $33,805 |
| ALPHABET INC CL A | 2015-11-02 | 2022-09-26 | $275,744 | $103,531 | $172,213 | $172,213 |
| ALPHABET INC CL A | 2019-10-23 | 2022-09-26 | $39,392 | $25,121 | $14,271 | $14,271 |
| BLACKSTONE | 2019-07-01 | 2022-09-26 | $83,543 | $45,944 | $37,599 | $37,599 |
| BLACKSTONE | 2019-05-03 | 2022-09-26 | $41,771 | $19,975 | $21,796 | $21,796 |
| ENVIVA | 2019-09-13 | 2022-09-26 | $63,346 | $31,076 | $32,270 | $32,270 |
| ENVIVA | 2022-09-19 | 2022-09-26 | $63,346 | $31,979 | $31,367 | $31,367 |
| ENVIVA | 2021-01-08 | 2022-09-26 | $95,019 | $71,353 | $23,666 | $23,666 |
| KINDER MORGAN INC | 2022-02-19 | 2022-09-26 | $80,638 | $111,422 | -$30,784 | -$30,784 |
| KINDER MORGAN INC | 2022-03-19 | 2022-09-26 | $32,255 | $20,610 | $11,645 | $11,645 |
| KINDER MORGAN INC | 2020-12-07 | 2022-09-26 | $48,383 | $44,135 | $4,248 | $4,248 |
| MICROSOFT CORP | 2017-03-22 | 2022-09-26 | $239,162 | $64,907 | $174,255 | $174,255 |
| MICROSOFT CORP | 2017-06-14 | 2022-09-26 | $47,832 | $14,023 | $33,809 | $33,809 |
| MICROSOFT CORP | 2019-07-01 | 2022-09-26 | $191,330 | $109,008 | $82,322 | $82,322 |
| MONGODB INC CL A | 2018-08-02 | 2022-09-26 | $95,887 | $28,810 | $67,077 | $67,077 |
| THERMO FISHER | 2020-05-18 | 2022-09-26 | $257,116 | $174,950 | $82,166 | $82,166 |
| UNITEDHEALTH GROUP | 2020-05-14 | 2022-09-26 | $152,250 | $85,841 | $66,409 | $66,409 |
| WP CAREY INC | 2021-02-16 | 2022-09-26 | $75,168 | $69,801 | $5,367 | $5,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $439,609 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,809 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,809 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,809 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,920 | 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 | $25,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,111 | OverpaymentAmt |
| Applied To ES Tax | $18,111 | 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 | 1.00 | $0 | $0 | $0 |
| PETER KIMMELMAN | ||||||||
| 800 THIRD AVE SUITE 3103 | NEW YORK | NY | 10017 | TREASURER | 1.00 | $0 | $0 | $0 |
| G WILLIAM HAAS | ||||||||
| 909 THIRD AVENUE 27TH FL | NEW YORK | NY | 10022 | SECRETARY | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,151,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,909,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,061,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,061,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,970,601 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $298,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $298,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,809 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,809 | TotalTaxAmt |
| Distributable Before Adj | $290,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $290,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $290,721 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $146,798 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $146,798 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $290,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $22,383 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,126 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $62,509 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $146,798 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $62,509 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $62,509 | 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 | $81,414 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 564 PARK AVENUE PRESERVATION FOUNDATION | |||||||
| 564 PARK AVE | NEW YORK | NY | 10065 | NONE | PC | FOR CHARITABLE WORK | $5,000 |
| ACADEMY OF AMERICAN POETS | |||||||
| 75 MAIDEN LANE SUITE 901 | NEW YORK | NY | 10038 | NONE | PC | FOR CHARITABLE WORK | $100 |
| AMERICAN BALLET THEATRE FOUNDATION | |||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | NONE | PC | FOR CHARITABLE WORK | $500 |
| AMERICA'S NATIONAL CHURCHILL MUSEUM | |||||||
| 501 WESTMINSTER AVE | FULTON | MO | 65251 | NONE | PC | FOR CHARITABLE WORK | $150 |
| CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVE | NEW YORK | NY | 10019 | NONE | PC | FOR CHARITABLE WORK | $6,230 |
| FRENCH HERITAGE SOCIETY | |||||||
| 14 EAST 60TH ST | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITABLE WORK | $2,000 |
| FRIENDS OF CANTERBURY CATHEDRAL IN THE UNITED STATES | |||||||
| 888 17TH STREET NW SUITE 608 | WASHINGTON | DC | 20006 | NONE | PC | FOR CHARITABLE WORK | $10,000 |
| HALCYON FOUNDATION | |||||||
| 555 FIFTH AVENUE 17TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | FOR CHARITABLE WORK | $6,000 |
| HISTORIC HOUSE TRUST OF NEW YORK CITY | |||||||
| 830 5TH AVE | NEW YORK | NY | 10065 | NONE | PC | FOR CHARITABLE WORK | $100 |
| MOUNT VERNON LADIES' ASSOCIATION | |||||||
| 3200 MOUNT VERNON MEMORIAL HIGHWAY | MOUNT VERNON | VA | 22121 | NONE | PC | FOR CHARITABLE WORK | $17,500 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | FOR CHARITABLE WORK | $500 |
| ORDER OF SAINT JOHN | |||||||
| 1850 M STREET NW SUITE 1070 | WASHINGTON | DC | 20036 | NONE | PC | FOR CHARITABLE WORK | $2,000 |
| SAINT THOMAS CHURCH FIFTH AVENUE | |||||||
| 1 W 53RD ST | NEW YORK | NY | 10019 | NONE | PC | FOR CHARITABLE WORK | $10,000 |
| SIR JOHN SOANE'S MUSEUM FOUNDATION | |||||||
| 120 BROADWAY 20TH FLOOR | NEW YORK | NY | 10271 | NONE | PC | FOR CHARITABLE WORK | $15,000 |
| STRATFORD HALL | |||||||
| 483 GREAT HOUSE ROAD | STRATFORD | VA | 22558 | NONE | PC | FOR CHARITABLE WORK | $100 |
| THE AMERICAN TRUST FOR THE BRITISH LIBRARY | |||||||
| 562 ST MARKS AVE | BROOKLYN | NY | 11216 | NONE | PC | FOR CHARITABLE WORK | $500 |
| THE AMERICAN-SCOTTISH FOUNDATION | |||||||
| 864 LEXINGTON AVE 2ND FLOOR | NEW YORK | NY | 10013 | NONE | PC | FOR CHARITABLE WORK | $16,000 |
| THE CHURCH CLUB OF NEW YORK | |||||||
| 224 WAVERLY PL | NEW YORK | NY | 10014 | NONE | PC | FOR CHARITABLE WORK | $500 |
| THE DECORATIVE ARTS TRUST | |||||||
| 206 W STATE ST 300 | MEDIA | PA | 19063 | NONE | PC | FOR CHARITABLE WORK | $1,000 |
| THE ENGLISH-SPEAKING UNION | |||||||
| 144 E 39TH ST | NEW YORK | NY | 10016 | NONE | PC | FOR CHARITABLE WORK | $1,000 |
| THE FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | FOR CHARITABLE WORK | $34,475 |
| THE METROPOLITAN OPERA GUILD | |||||||
| 70 LINCOLN CENTER PLAZA 6TH FLOOR | NEW YORK | NY | 10023 | NONE | PC | FOR CHARITABLE WORK | $250 |
| THE MORGAN LIBRARY AND MUSEUM | |||||||
| 225 MADISON AVE | NEW YORK | NY | 10016 | NONE | PC | FOR CHARITABLE WORK | $1,425 |
| THE NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | FOR CHARITABLE WORK | $1,000 |
| THE ROYAL OAK FOUNDATION | |||||||
| 20 WEST 44TH STREET SUITE 606 | NEW YORK | NY | 10036 | NONE | PC | FOR CHARITABLE WORK | $930 |
| WORLD MONUMENTS FUND | |||||||
| 350 5TH AVENUE SUITE 2412 | NEW YORK | NY | 10118 | NONE | PC | FOR CHARITABLE WORK | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $137,260 | 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 | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $439,609 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $634,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $634,216 | 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 | $18,236 | Amt |
| Net Investment Income | $9,118 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,118 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON - EQUITY | StockNm |
| EOY Book Value | $1,610,888 | EOYBookValueAmt |
| EOYFMV | $1,651,971 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,485,151 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,465,115 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR UNREALIZED GAINS/LOSS | Desc |
| Amt | $2,387 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $50 | $50 | $0 |
| DEDUCTIONS RELATED TO PORTFOLIO INCOME - LAZARD LTD | $13 | $13 | $0 |
| NY LAW JOURNAL PUBLICATION | $170 | $0 | $170 |
| NYS FILING FEE | $250 | $0 | $250 |
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 | $63,216 | Amt |
| Net Investment Income | $63,216 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES PAID | CategoryTxt |
| Amt | $51,589 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |