SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FAMILY FOUNDATION (EIN 36-7287571)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349101400
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T13:24:26-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 |
| Business Name Line2 | c/o Jones Lang LaSalle | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 3127825800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Randolph St No 5100 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stuart Scott | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3127825800 | PhoneNum |
| Signature | 2020-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James R Stern | PreparerPersonNm |
| PTIN | P00831572 | PTIN |
| Phone | 3122639100 | PhoneNum |
| Preparation | 2020-10-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.128.118 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-28 | IPDt |
| IP Tm | 10:36:37 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7F8950C632EB5AD2C0316A88310EA4507519209B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7496B939C246BED17D531FAF215C546FFA98ADB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,204,183 | 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 | $2,991,346 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,625 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,625 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $132,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $132,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,617,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,154,949 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,575 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,575 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,196,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,350,323 | 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 | $9,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,190 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,190 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,560 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,560 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $772 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $772 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $172,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $172,853 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $286,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $286,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $431,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $431,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $718,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $286,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $431,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,478,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,063,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,528,267 | CashBOYAmt |
| Cash EOY | $1,449,426 | CashEOYAmt |
| Cash EOYFMV | $1,449,426 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $479 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,596,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,181,334 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,336,271 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,754,757 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,306,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,785,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,204,183 | 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 | $8,306,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,785,697 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,306,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,785,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,306,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,785,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,306,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,478,702 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,785,697 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,785,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 14,252 shs Pebblebrook Hotel Trust | D | 2019-01-17 | $441,759 | $150,721 | $291,038 | $291,038 |
| 28,505 shs Pebblebrook Hotel Trust | D | 2019-02-22 | $954,715 | $301,452 | $653,263 | $653,263 |
| GP Opportunistic Growth Strategies LP | P | $19,273 | $19,273 | $19,273 | ||
| GP Opportunistic Growth Strategies LP | P | $38,157 | $38,157 | $38,157 | ||
| GP Diversified Growth Strategies LP | P | $23,970 | $23,970 | $23,970 | ||
| GP Diversified Growth Strategies LP | P | $81,297 | $81,297 | $81,297 | ||
| GP Global Equity Strategies LP | P | $16,296 | $16,296 | $16,296 | ||
| GP Global Equity Strategies LP | P | $38,560 | $38,560 | $38,560 | ||
| GP Emerging Markets Strategies LP | P | $5,007 | -$5,007 | -$5,007 | ||
| GP Emerging Markets Strategies LP | P | $5,498 | -$5,498 | -$5,498 | ||
| Capital Gains Dividends | P | $3,600 | $3,600 | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,154,949 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $482,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,851,050 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070369 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $613,976 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,404,644 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095864 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $636,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,991,790 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106145 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $462,075 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,926,257 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093798 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $324,302 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,372,435 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074170 | DistributionYr5Rt |
| Total Distribution | 0.440346 | TotalDistributionRt |
| Average Distribution | 0.088069 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,549,109 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $840,980 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $851,616 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $431,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,296 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,296 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Overpayment | $29,004 | OverpaymentAmt |
| Applied To ES Tax | $29,004 | 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 | Yes (1) | 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 | $121,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,365,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,207,536 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,694,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,694,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,549,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,272 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,868 | IncomeTaxAmt |
| Total Tax | $25,140 | TotalTaxAmt |
| Distributable Before Adj | $452,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $452,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $452,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $431,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $431,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $431,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,480 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $248,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $336,717 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $310,340 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $183,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,193,287 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $431,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $431,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,815 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,815 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,172,472 | 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 | $92,665 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,079,807 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $248,842 | ExcessFromYear4Amt |
| Excess From Year3 | $336,717 | ExcessFromYear3Amt |
| Excess From Year2 | $310,340 | ExcessFromYear2Amt |
| Excess From Year1 | $183,908 | ExcessFromYear1Amt |
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 (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1000 Friends of Florida | |||||||
| 308 N Monroe Street | Tallahassee | FL | 32301 | PC | Civic and Community Support | $1,000 | |
| American Rivers | |||||||
| 1101 14th Street NW Suite 1400 | Washington | DC | 20005 | PC | Nature Conservation | $1,000 | |
| Amnesty International USA | |||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | PC | Human Rights | $2,000 | |
| Apple Canyon Lake Property Owners Foundation | |||||||
| 14A157 Canyon Club Dr | Apple River | IL | 610019576 | PC | Conservation | $250 | |
| Atlantic Salmon Federation | |||||||
| PO Box 807 | Calais | ME | 046190807 | PC | Natural Resources Support | $500 | |
| Banner Lake Club | |||||||
| 12212 SE Lantana Avenue | Hobe Sound | FL | 33455 | PC | Public Charity Support | $500 | |
| Better Government Association | |||||||
| 223 W Jackson Blvd Suite 900 | Chicago | IL | 60606 | PC | Human and Civil Rights | $5,000 | |
| Big Heart Ranch | |||||||
| PO Box 1003 | Malibu | CA | 90265 | PC | Youth Services | $36,350 | |
| Bluesphere Foundation Inc | |||||||
| 888 7th Avenue Floor 30 | New York | NY | 10106 | PC | Conservation | $5,000 | |
| Books For Africa | |||||||
| 370 Selby Ave Suite 305 | Saint Paul | MN | 55102 | PC | Huminaritan Relief | $2,000 | |
| Brain Chemistry Labs | |||||||
| PO Box 3464 | Jackson | WY | 83001 | PC | Medical Research | $10,000 | |
| Busch Wildlife Sanctuary | |||||||
| 2500 Jupiter Park Drive | Jupiter | FL | 33458 | PC | Wildlife Conservation | $1,000 | |
| Cancer League of Colorado | |||||||
| PO Box 5373 | Engelwood | CO | 80155 | PC | Medical Research | $1,000 | |
| Center For Biological Diversity | |||||||
| PO Box 2155 | St Petersburg | FL | 33731 | PC | Public Charity Support | $5,000 | |
| Colorado Public Radio | |||||||
| 7409 South Alton Court | Centennial | CO | 80112 | PC | Humanities | $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 | |
| David Sheldrick Wildlife Trust | |||||||
| 201 North Illinois Street 16th | Indianapolis | IN | 46204 | PC | Wildlife Conservation | $2,000 | Floor South Tower |
| Destination Imagination | |||||||
| 1111 South Union Avenue | Cherry Hill | NJ | 08002 | PC | Educational | $5,000 | |
| Dive Heart Foundation | |||||||
| 5100 Main Street | Downers Grove | IL | 60515 | PC | Resources for the Disabled | $1,000 | |
| Doctors Without Borders USA | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 100015004 | PC | Medical Crisis Care | $2,000 | |
| Dunbar Early Learning Center | |||||||
| 12100 SE Lantana Ave | Hobe Sound | FL | 33455 | PC | Educational | $100 | |
| Everglades Foundation | |||||||
| 18001 Old Cutler Road Suite 625 | Palmetto Bay | FL | 33157 | PC | Wildlife Conservation | $5,000 | |
| Everytown for Gun Safety | |||||||
| 120 Park Avenue | New York | NY | 10017 | PC | Civic | $10,000 | |
| Family Tree Inc | |||||||
| 3805 Marshall Street | Wheat Ridge | CO | 800335069 | PC | Human Services | $1,500 | |
| Florida Native Plant Society | |||||||
| PO Box 278 | Melbourne | FL | 329020278 | PC | Wildlife Conservation | $100 | |
| Florida Oceanographic Society | |||||||
| 890 Northeast Ocean Blvd | Stuart | FL | 34996 | PC | Nature Conservation | $500 | |
| Government Accountability Institute | |||||||
| 1414 Piedmont Drive East | Tallahassee | FL | 32308 | PC | Civil Rights | $1,000 | |
| Gregory Paul Friedman Foundation | |||||||
| 1492 Minthaven Road | Lake Forest | IL | 60045 | PC | Drug Awareness | $2,500 | |
| Hamilton College | |||||||
| 198 College Hill Road | Clinton | NY | 13323 | PC | Education | $50,000 | |
| Helen & Arthur E Johnson Depression Center | |||||||
| 13199 E Montview Blvd 330 | Aurora | CO | 80045 | PC | Mental Health | $2,000 | |
| High Line Canal Conversancy | |||||||
| 915 S Pearl Street | Denver | CO | 80209 | PC | Conservation | $500 | |
| Hobe Sound Community Chest | |||||||
| 11450 SE Dixie Hwy | Hobe Sound | FL | 33455 | PC | Civic and Community Support | $3,000 | |
| Humane Society of the US | |||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | PC | Animal Welfare | $1,500 | |
| Illinois Judges Foundation | |||||||
| 321 S Plymouth Court | Chicago | IL | 60604 | PC | Civic and Community Support | $1,000 | |
| Invest in Kids | |||||||
| 1775 Sherman Street Suite 2075 | Denver | CO | 80203 | PC | Public Charity Support | $2,500 | |
| John Marshall Law School | |||||||
| 315 S Plymouth Court | Chicago | IL | 60604 | PC | Education | $500 | |
| Jupiter Island Garden Club | |||||||
| PO Box 1410 | Hobe Sound | FL | 33475 | PC | Environmental | $200 | |
| Lake Forest Country Day School | |||||||
| 145 South Green Bay Road | Lake Forest | IL | 60045 | PC | Education | $3,000 | |
| Lake Forest High Scool Foundation | |||||||
| 1285 N McKinley Road | Lake Forest | IL | 60045 | PC | Education | $1,000 | |
| Lake Forest Open Lands | |||||||
| 350 North Waukegan Road | Lake Forest | IL | 60045 | PC | Nature Conservation | $1,500 | |
| Martin County Conservation Alliance | |||||||
| PO Box 1923 | Stuart | FL | 34995 | PC | Conservation | $100 | |
| 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 | |
| Midwest Animal Rescue | |||||||
| 4084 83rd Ave N | Brooklyn Park | MN | 55443 | PC | Animal Welfare | $1,000 | |
| Minnesota Recovery Connection | |||||||
| 822 S 3rd Street Suite 101 | Minneapolis | MN | 55415 | PC | Treatment of Alcoholism | $2,500 | |
| Natural Resources Defense Council (NRDC) | |||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Wildlife Conservation | $11,000 | |
| Northside Achievement Zone | |||||||
| 2123 W Broadway Avenue Suite 100 | Minneapolis | MN | 55411 | PC | Crime Prevention | $2,000 | |
| 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 | |
| Ocean Conservancy | |||||||
| 1300 Nineteenth Street NW 8th Fl | Washington | DC | 20036 | PC | Conservation | $7,500 | |
| Our Military Kids | |||||||
| 6861 Elm Street Suite 2A | McLean | VA | 22101 | PC | Human Services | $1,000 | |
| Shirley Ryan Ability Lab | |||||||
| 345 E Superior Street | Chicago | IL | 60611 | PC | Medical Research | $50,000 | |
| Rising Stars Academy | |||||||
| 23855 Lawrence Ave | Center Line | MI | 48105 | PC | Educational | $400 | |
| Rush University Medical Center | |||||||
| 600 S Paulina Street | Chicago | IL | 60612 | PC | Medical Research | $10,000 | |
| Salvation Army | |||||||
| 615 Slaters Lane | Alexandria | VA | 22313 | PC | Civic and Community Support | $2,000 | |
| Second City Canine Rescue | |||||||
| PO Box 721094 | Roselle | IL | 60172 | PC | Animal Welfare | $2,000 | |
| St Jude Childrens Research Hospital | |||||||
| 262 Danny Thomas Place | memphis | TN | 38105 | PC | Medical Research | $2,000 | |
| The Conservation Fund | |||||||
| 1655 N Fort Myer Drive | Arlington | VA | 22209 | PC | Wildlife Conservation | $1,000 | |
| The Hollys PTCO | |||||||
| 3301 S Monaco Pkwy | Denver | CO | 80222 | PC | Education | $2,000 | |
| The Retreat | |||||||
| 1221 Wayzata Blvd E | Wayzata | MN | 55391 | PC | Treatment of Alcoholism | $1,000 | |
| Together Rising | |||||||
| 2589 Holly Manor Dr | Falls Church | VA | 220433909 | PC | Humanitarian Aid | $2,500 | |
| University of Chicago Cancer Research Foundation | |||||||
| 130 East Randolph Street Suite 2500 | Chicago | IL | 60601 | PC | Medical Research | $5,000 | |
| Wayside House | |||||||
| 3705 Park Center Blvd | St Louis Park | MN | 55416 | PC | Civic and Community Support | $1,000 | |
| Wounded Warrior Project | |||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | PC | Human Service | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $431,500 | 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 | $30,625 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $132,174 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,575 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $205,581 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,581 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Stuart L Scott-IRA | |||||||
| 1 | 9 S Beach Road | Hobe Sound | FL | 33455 | $1,927,746 | Yes (X) | |
| Stuart Scott-IRA | |||||||
| 2 | 9 S Beach Road | Hobe Sound | FL | 33455 | $1,063,600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Gresham Low Volatility Hedged Strategies Fund | NoncashPropertyDesc |
| Fair Market Value | $1,927,746 | FairMarketValueAmt |
| Received | 2019-08-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $9,350 | Amt |
| Net Investment Income | $9,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP Low Volitility Hedged Strategies LP-Offshore | AT COST | $2,078,702 | $2,381,778 |
| GP Opportunistic Growth Strategies LP-Offshore | AT COST | $750,000 | $803,186 |
| GP Global Equity Strategies, LP | AT COST | $3,648,684 | $4,139,711 |
| GP Emerging Markets Strategies, LP | AT COST | $1,250,992 | $1,489,677 |
| GP Opportunistic Growth Strategies LP | AT COST | $1,607,893 | $1,940,405 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GP Diversified Growth Strategies LP | $113,931 | $113,931 | $0 |
| GP Opportunistic Growth Strategies LP | $40,811 | $40,811 | $0 |
| Illinois Annual Report | $30 | $30 | $0 |
| GP Global Equity Strategies LP | $12,193 | $12,193 | $0 |
| GP Emerging Markets Strategies LP | $5,888 | $5,888 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GP Diversified Growth Strategies LP | $16,347 | $16,347 | $16,347 |
| GP Opportunistic Growth Strategies LP | $350 | $350 | $350 |
| GP Global Equity Strategies LP | $14,934 | $14,934 | $14,934 |
| GP Emerging Markets Strategies LP | $944 | $944 | $944 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory Fees | CategoryTxt |
| Amt | $29,190 | Amt |
| Net Investment Income | $29,190 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stuart L 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GP Diversified Growth Strategies LP Foreign Taxes | $3,605 | $3,605 | $0 |
| Federal Taxes | $64,300 | $64,300 | $0 |
| GP Opportinistic Growth Strategies LP Foreign Taxes | $196 | $196 | $0 |
| GP Global Equity Strategies LP Foreign Taxes | $1,427 | $1,427 | $0 |
| GP Emerging Markets Strategies LP Foreign Taxes | $532 | $532 | $0 |
| State Taxes | $4,500 | $4,500 | $0 |