SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FAMILY FOUNDATION (EIN 36-7287571)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349106523
- Schema version
- 2020v4.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:52:22-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 1620 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-04 | 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 | 3122639100 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,461,098 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $347,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $347,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $347,487 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90,998 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90,998 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $531,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $531,578 | 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 | $64,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $35,740 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,740 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $264 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $264 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $123,174 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $228,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $228,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $585,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $585,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $814,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $228,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $585,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$282,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $302,688 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,449,426 | CashBOYAmt |
| Cash EOY | $1,066,002 | CashEOYAmt |
| Cash EOYFMV | $1,066,002 | CashEOYFMVAmt |
| Other Investments BOY | $9,336,271 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,688,996 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,395,096 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,785,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,754,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,461,098 | 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 | $10,785,697 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,754,998 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,785,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,754,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,785,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,754,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,785,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$282,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,503,035 | SubtotalAmt |
| Other Decreases | $748,037 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,754,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GP Emerging Markets Strategies | P | $23,923 | $23,923 | $23,923 |
| GP Emerging Markets Strategies | P | $4,776 | $4,776 | $4,776 |
| GP Global Equity Strategies | P | $146,078 | $146,078 | $146,078 |
| GP Global Equity Strategies | P | $100,263 | $100,263 | $100,263 |
| GP Opportunistic Growth Strategies | P | $22,478 | $22,478 | $22,478 |
| GP Opportunistic Growth Strategies | P | $49,969 | $49,969 | $49,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $347,487 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,207 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,207 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,973 | 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 | $28,973 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,766 | OverpaymentAmt |
| Applied To ES Tax | $24,766 | 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 | 3122282220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Randolph St Suite 5100 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Stuart L Scott deceased 22519 | ||||||||
| 9 S Beach Road | Hobe Sound | FL | 33455 | Trustee | 1.00 | $0 | $0 | $0 |
| Anne O Scott | ||||||||
| 9 S Beach Road | Hobe Sound | FL | 33455 | Trustee | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,172,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,547,684 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,719,820 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,719,820 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,544,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $577,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $577,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,207 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,614 | IncomeTaxAmt |
| Total Tax | $10,821 | TotalTaxAmt |
| Distributable Before Adj | $566,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $566,380 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $566,380 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $585,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $585,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $585,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $566,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $248,842 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $336,717 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $310,340 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $183,908 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,079,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $585,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $566,380 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,970 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,098,777 | 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 | $248,842 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $849,935 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $336,717 | ExcessFromYear4Amt |
| Excess From Year3 | $310,340 | ExcessFromYear3Amt |
| Excess From Year2 | $183,908 | ExcessFromYear2Amt |
| Excess From Current Year | $18,970 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Stuart L Scott deceased 22519 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| African Wildlife Foundation | ||||||
| 1400 Sixteenth Street NW Suite 120 | Washington | DC | 20036 | PC | Wildlife Conservation | $211,000 |
| American Rivers | ||||||
| 1101 14th Street NW Suite 1400 | Washington | DC | 20005 | PC | Nature Conservation | $1,000 |
| Amherst Wilder Foundation | ||||||
| 451 Lexington Parkway North | St Paul | MN | 55104 | PC | Health & Human Services | $2,500 |
| Atlantic Salmon Federation | ||||||
| PO Box 807 | Calais | ME | 046190807 | PC | Natural Resources Support | $1,000 |
| Bags of Hope Chicago | ||||||
| PO Box 1059 | Plainfield | IL | 605441059 | PC | Food Pantry | $2,000 |
| Boys & Girls Clubs of Martin County | ||||||
| 11500 SE Lares Avenue | Hobe Sound | FL | 33455 | PC | Civic and Community Support | $21,000 |
| Brain Chemistry Labs | ||||||
| PO Box 3464 | Jackson | WY | 83001 | PC | Medical Research | $5,000 |
| Busch Wildlife Sanctuary | ||||||
| 2500 Jupiter Park Drive | Jupiter | FL | 33458 | PC | Wildlife Conservation | $1,000 |
| Camping & Education Foundation | ||||||
| 3515 Michigan Ave | Cincinnati | OH | 452081409 | PC | Wildlife Education | $2,500 |
| Can Do Canines | ||||||
| 9440 Science Center Drive | Minneapolis | MN | 55428 | PC | Disability Assistance | $1,000 |
| Cherry Hills Village Elementary School PTCO | ||||||
| 2400 East Quincy Avenue | Cherry Hills Village | CO | 80113 | PC | Education | $4,000 |
| Chicago Botanic Garden | ||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | PC | Nature Conservation | $7,500 |
| Comeback Yoga | ||||||
| PO Box 27621 | Denver | CO | 80227 | PC | Mental Health | $1,000 |
| Cornell Lab of Ornithology | ||||||
| 159 Sapsucker Woods Rd | Ithaca | NY | 14850 | PC | Bird Research | $1,000 |
| Dignity Period Inc | ||||||
| 1036 Dautel Ln | St Louis | MO | 631465504 | PC | International Relief | $1,000 |
| Dunbar Early Learning Center | ||||||
| 12100 SE Lantana Ave | Hobe Sound | FL | 33455 | PC | Educational | $100 |
| Florida Native Plant Society | ||||||
| PO Box 278 | Melbourne | FL | 329020278 | PC | Wildlife Conservation | $100 |
| Food Bank of the Rockies | ||||||
| 10700 E 45th Ave | Denver | CO | 80239 | PC | Huminitarian Aid | $5,000 |
| Hamilton College | ||||||
| 198 College Hill Road | Clinton | NY | 13323 | PC | Education | $30,000 |
| High Line Canal Conversancy | ||||||
| 915 S Pearl Street | Denver | CO | 80209 | PC | Conservation | $1,000 |
| Hobe Sound Community Chest | ||||||
| 11450 SE Dixie Hwy | Hobe Sound | FL | 33455 | PC | Civic and Community Support | $6,000 |
| Illinois Judges Foundation | ||||||
| 321 S Plymouth Court | Chicago | IL | 60604 | PC | Civic and Community Support | $1,000 |
| Isabel Oneil Foundation | ||||||
| 315 East 91st Street | New York | NY | 101285938 | PC | Visual Arts | $500 |
| Invest in Kids | ||||||
| 1775 Sherman Street Suite 2075 | Denver | CO | 80203 | PC | Public Charity Support | $3,000 |
| John Marshall Law School | ||||||
| 315 S Plymouth Court | Chicago | IL | 60604 | PC | Education | $1,000 |
| Jupiter Island Historical Society | ||||||
| PO Box 938 | Hobe Sound | FL | 33475 | PC | Civic and Community Support | $150 |
| Jupiter Island Medical Clinic | ||||||
| 100 Estrada Square | Hobe Sound | FL | 33455 | PC | Medical Research | $6,000 |
| Keystone Community Services | ||||||
| 2000 St Anthony Avenue | St Paul | MN | 55104 | PC | Human Services | $2,000 |
| Land Trust Alliance | ||||||
| 1250 H Street NW Suite 600 | Washington | DC | 20005 | PC | Environmental Protection | $6,750 |
| Lake Forest Country Day School | ||||||
| 145 South Green Bay Road | Lake Forest | IL | 60045 | PC | Education | $3,000 |
| Lake Forest Open Lands | ||||||
| 350 North Waukegan Road | Lake Forest | IL | 60045 | PC | Nature Conservation | $1,000 |
| Lovin Spoonfuls | ||||||
| 418 Commonwealth Avenue | Boston | MA | 02215 | PC | Public Charity Support | $5,000 |
| Maxfund Animal Adoption Center | ||||||
| 720 West 10th Avenue | Denver | CO | 80204 | PC | Animal Rights | $1,000 |
| Mayo Clinic | ||||||
| 800 Medical Center Dr | Fairmont | MN | 56031 | PC | Health | $100,000 |
| My Block My City My Hood | ||||||
| 47 W Polk Street Suite 100 | Chicago | IL | 60605 | PC | Human Services | $5,000 |
| National Multiple Sclerosis Society | ||||||
| 733 3rd Avenue | New York | NY | 10017 | PC | Medical Research | $1,000 |
| New York Bully Crew | ||||||
| 1457 Montauk Hwy E | Patchogue | NY | 117725322 | PC | Animal Rescue | $2,500 |
| Northern Illinois Foodbank | ||||||
| 273 Dearborn Court | Geneva | IL | 60134 | PC | Human Services | $6,750 |
| Northwestern Memorial Foundation | ||||||
| 251 East Huron Suite 3-200 | Chicago | IL | 60611 | PC | Medical | $25,000 |
| Numbers USA | ||||||
| 1601 N Kent St Suite 1100 | Arlington | VA | 22209 | PC | Public Charity Support | $30,000 |
| Rush University Medical Center | ||||||
| 600 S Paulina Street | Chicago | IL | 60612 | PC | Medical Research | $10,000 |
| Save the Children | ||||||
| 501 Kings Highway East | Fairfield | CT | 06825 | PC | Relief Service | $11,500 |
| Second City Canine Rescue | ||||||
| PO Box 721094 | Roselle | IL | 60172 | PC | Animal Welfare | $2,500 |
| Shipley School | ||||||
| 814 Yarrow Street | Bryn Mawr | PA | 190103525 | PC | Education | $10,000 |
| Shirley Ryan Ability Lab | ||||||
| 345 E Superior Street | Chicago | IL | 60611 | PC | Medical Research | $20,000 |
| The Retreat | ||||||
| 1221 Wayzata Blvd E | Wayzata | MN | 55391 | PC | Treatment of Alcoholism | $6,000 |
| West Middle School PTCO | ||||||
| 5151 South Holly Street | Greenwood Village | CO | 80121 | PC | Education | $2,500 |
| World Central Kitchen | ||||||
| 655 New York Ave NW | Washington | DC | 200015554 | PC | International Relief | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $585,350 | 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 | $10,184 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,909 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,998 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $347,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $531,578 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $531,578 | 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 |
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 | $1,227,764 | $1,814,158 |
| GP Global Equity Strategies, LP | AT COST | $3,205,361 | $4,752,327 |
| GP Low Volitility Hedged Strategies LP-Offshore | AT COST | $3,505,871 | $2,514,608 |
| GP Opportunistic Growth Strategies LP-Offshore | AT COST | $750,000 | $3,314,003 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust to tax basis per K-1 | Desc |
| Amt | $748,037 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GP Opportunistic Growth Strategies LP | $24,929 | $24,929 | $0 |
| Illinois Annual Report | $15 | $15 | $0 |
| GP Global Equity Strategies LP | $58,577 | $58,577 | $0 |
| GP Emerging Markets Strategies LP | $39,653 | $39,653 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GP Opportunistic Growth Strategies LP | $7,524 | $7,524 | $7,524 |
| GP Global Equity Strategies LP | $83,467 | $83,467 | $83,467 |
| GP Emerging Markets Strategies LP | $7 | $7 | $7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $64,212 | Amt |
| Net Investment Income | $64,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Taxes | $31,224 | $31,224 | $0 |
| GP Opportinistic Growth Strategies LP Foreign Taxes | $140 | $140 | $0 |
| GP Global Equity Strategies LP Foreign Taxes | $2,966 | $2,966 | $0 |
| GP Emerging Markets Strategies LP Foreign Taxes | $1,410 | $1,410 | $0 |