SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FAMILY FOUNDATION (EIN 36-7287571)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349102304
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:22:51-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363858249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stern Cassello & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 N LaSalle St Suite 2015 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367287571 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scott Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 3122639100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S Beach Road | AddressLine1Txt |
| City | Hobe Sound | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stuart Scott | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3122639100 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stuart | PersonFirstNm |
| Person Last | Scott | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James R Stern | PreparerPersonNm |
| PTIN | P00831572 | PTIN |
| Phone | 3124435025 | PhoneNum |
| Preparation | 2022-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,299,128 | 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 | $97,016 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,674 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,674 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,218 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $773,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $870,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $866,577 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,413 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,413 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $978,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $974,882 | 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 | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,945 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,688 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,688 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114,858 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,991 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $441,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $537,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,066,002 | CashBOYAmt |
| Cash EOY | $1,144,992 | CashEOYAmt |
| Cash EOYFMV | $1,144,992 | CashEOYFMVAmt |
| Other Investments BOY | $8,688,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,147,022 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,154,136 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,754,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,292,014 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,299,128 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $9,754,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,292,014 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,754,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,292,014 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,754,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,292,014 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,754,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $537,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,292,014 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,292,014 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 546 shs DoorDash Inc | P | 2016-02-17 | 2021-07-09 | $98,157 | $3,440 | $94,717 | $94,717 |
| GP Emerging Markets Strategies LP | P | $60,921 | $60,921 | $60,921 | |||
| GP Emerging Markets Strategies LP | P | $122,526 | $122,526 | $122,526 | |||
| GP Global Equity Strategies LP | P | $208,778 | $208,778 | $208,778 | |||
| GP Global Equity Strategies LP | P | $379,635 | $379,635 | $379,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $866,577 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,766 | 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 | $24,766 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,092 | OverpaymentAmt |
| Applied To ES Tax | $14,092 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 | Anne Scott | IndividualWithBooksNm |
| Phone | 3122639100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 South Beach Road | AddressLine1Txt |
| City | Hobe Sound | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne O Scott | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S Beach Road | AddressLine1Txt |
| City | Hobe Sound | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $13,088,808 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,071,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,160,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,160,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,947,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $697,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $697,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,674 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $24,800 | IncomeTaxAmt |
| Total Tax | $35,474 | TotalTaxAmt |
| Distributable Before Adj | $661,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $661,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $661,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,315 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $234,315 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $661,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $336,717 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $310,340 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $183,908 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $18,970 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $849,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $234,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $234,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $427,599 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $427,599 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $422,336 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $422,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $219,458 | ExcessFromYear4Amt |
| Excess From Year3 | $183,908 | ExcessFromYear3Amt |
| Excess From Year1 | $18,970 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anne O Scott | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| African Wildlife Foundation | |||||||
| 1400 Sixteenth Street NW Suite 120 | Washington | DC | 20036 | None | PC | Wildlife Conservation | $100,000 |
| Amherst Wilder Foundation | |||||||
| 451 Lexington Parkway North | St Paul | MN | 55104 | None | PC | Health & Human Services | $2,000 |
| Atlantic Salmon Federation | |||||||
| PO Box 807 | Calais | ME | 046190807 | None | PC | Natural Resources Support | $1,000 |
| Banner Lake Club | |||||||
| 12212 SE Lantana Avenue | Hobe Sound | FL | 33455 | None | PC | Public Charity Support | $1,000 |
| Boys & Girls Clubs of Martin County | |||||||
| 11500 SE Lares Avenue | Hobe Sound | FL | 33455 | None | PC | Civic and Community Support | $1,000 |
| Busch Wildlife Sanctuary | |||||||
| 2500 Jupiter Park Drive | Jupiter | FL | 33458 | None | PC | Wildlife Conservation | $1,000 |
| Cherry Hills Village Elementary School PTCO | |||||||
| 2400 East Quincy Avenue | Cherry Hills Village | CO | 80113 | None | PC | Education | $1,000 |
| Chicago Botanic Garden | |||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | None | PC | Nature Conservation | $12,500 |
| Cornell Lab of Ornithology | |||||||
| 159 Sapsucker Woods Rd | Ithaca | NY | 14850 | None | PC | Bird Research | $1,000 |
| Doctors Without Borders USA | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 100015004 | None | PC | Medical Crisis Care | $2,000 |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | None | PC | Human and Civil Rights | $5,000 |
| Florida Native Plant Society | |||||||
| PO Box 278 | Melbourne | FL | 329020278 | None | PC | Wildlife Conservation | $500 |
| Gregory Paul Friedman Foundation | |||||||
| 1492 Minthaven Road | Lake Forest | IL | 60045 | None | PC | Drug Awareness | $2,000 |
| Hamilton College | |||||||
| 198 College Hill Road | Clinton | NY | 13323 | None | PC | Education | $20,000 |
| Hobe Sound Community Chest | |||||||
| 11450 SE Dixie Hwy | Hobe Sound | FL | 33455 | None | PC | Civic and Community Support | $3,000 |
| Illinois Judges Foundation | |||||||
| 321 S Plymouth Court | Chicago | IL | 60604 | None | PC | Civic and Community Support | $500 |
| John Marshall Law School | |||||||
| 315 S Plymouth Court | Chicago | IL | 60604 | None | PC | Education | $1,000 |
| Jupiter Island Historical Society | |||||||
| PO Box 938 | Hobe Sound | FL | 33475 | None | PC | Civic and Community Support | $150 |
| Lake Forest Country Day School | |||||||
| 145 South Green Bay Road | Lake Forest | IL | 60045 | None | PC | Education | $4,500 |
| Minnesota Recovery Connection | |||||||
| 822 S 3rd Street Suite 101 | Minneapolis | MN | 55415 | None | PC | Treatment of Alcoholism | $13,000 |
| National Multiple Sclerosis Society | |||||||
| 733 3rd Avenue | New York | NY | 10017 | None | PC | Medical Research | $2,000 |
| Rush University Medical Center | |||||||
| 600 S Paulina Street | Chicago | IL | 60612 | None | PC | Medical Research | $10,000 |
| Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22313 | None | PC | Civic and Community Support | $2,040 |
| Second City Canine Rescue | |||||||
| PO Box 721094 | Roselle | IL | 60172 | None | PC | Animal Welfare | $1,000 |
| Shipley School | |||||||
| 814 Yarrow Street | Bryn Mawr | PA | 190103525 | None | PC | Education | $5,000 |
| Shirley Ryan Ability Lab | |||||||
| 345 E Superior Street | Chicago | IL | 60611 | None | PC | Medical Research | $20,000 |
| The Conservation Fund | |||||||
| 1655 N Fort Myer Drive | Arlington | VA | 22209 | None | PC | Wildlife Conservation | $6,000 |
| The Retreat | |||||||
| 1221 Wayzata Blvd E | Wayzata | MN | 55391 | None | PC | Treatment of Alcoholism | $1,000 |
| University of Chicago Cancer Research Foundation | |||||||
| 130 East Randolph Street Suite 2500 | Chicago | IL | 60601 | None | PC | Medical Research | $1,000 |
| Wild Foundation | |||||||
| 717 Poplar Avenue | Boulder | CO | 80304 | None | PC | Wildlife Conservation | $1,000 |
| Women's Board of Northwestern University | |||||||
| 1201 Davis Street | Evanston | IL | 60201 | None | PC | Education | $2,500 |
| Friends of the Mississippi | |||||||
| 101 East 5th Street Suite 2000 | Saint Paul | MN | 55101 | None | PC | Conservation | $1,000 |
| Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | None | PC | Medical | $2,000 |
| Loggerhead Marine Life Center | |||||||
| 14200 US-1 | Juno Beach | FL | 33408 | None | PC | Conservation | $1,000 |
| Lotus Network | |||||||
| 2028 NW 58th St | Seattle | WA | 98107 | None | PC | Victims Services | $500 |
| Second Hands Hounds | |||||||
| 5959 Baker Road Suite 390 | Minnetonka | MN | 55345 | None | PC | Animal Rescue | $1,000 |
| Traron Center | |||||||
| 700 Pennsylvania Ave SE | Washington | DC | 20093 | None | PC | Victims Services | $2,625 |
| University of Illinois Foundation | |||||||
| 1305 W Green Street | Urbana | IL | 61801 | None | PC | Education | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,315 | 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 | $4,674 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,218 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,413 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $773,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $881,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $881,306 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anne Scott | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S Beach Road | AddressLine1Txt |
| City | Hobe Sound | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $97,016 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 546 shares DoorDash | NoncashPropertyDesc |
| Fair Market Value | $97,016 | FairMarketValueAmt |
| Received | 2021-07-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP Emerging Markets Strategies, LP | AT COST | $1,410,112 | $1,859,062 |
| GP Global Equity Strategies, LP | AT COST | $3,481,039 | $5,247,480 |
| GP Low Volitility Hedged Strategies LP-Offshore | AT COST | $3,505,871 | $2,559,513 |
| GP Opportunistic Growth Strategies LP-Offshore | AT COST | $750,000 | $3,488,081 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Illinois Annual Report | $15 | $15 | $0 |
| GP Global Equity Strategies LP | $66,427 | $66,427 | $0 |
| GP Emerging Markets Strategies LP | $48,416 | $48,416 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GP Emerging Markets Strategies LP | $12,887 | $12,887 | $12,887 |
| GP Global Equity Strategies LP | $12,526 | $12,526 | $12,526 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advisory Fees | $70,149 | $70,149 | $0 |
| Legal Fees | $1,796 | $1,796 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Taxes | $7,500 | $7,500 | $0 |
| GP Global Equity Strategies LP Foreign Taxes | $3,524 | $3,524 | $0 |
| GP Emerging Markets Strategies LP Foreign Taxes | $3,664 | $3,664 | $0 |