SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FAMILY FOUNDATION (EIN 36-7287571)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349102186
- Schema version
- 2018v3.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:19:14-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | 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 | 2019-11-12 | 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 | 2019-11-12 | IPDt |
| IP Tm | 10:40:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7BA5B155C1D865C4EA6E81CFAB0EC45FC2397AD1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C064D501FF4F853D3C0AD6C533F09E86C06FDC0B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,249,470 | 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 | $2,647,605 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,410 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $332,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,443,791 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,960,701 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $58,376 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $58,376 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,135,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,115,828 | 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 | $3,566 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,566 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $17,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,078 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $849 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $849 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102,501 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $123,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $606,094 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $482,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,528,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,991,834 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,364 | CashBOYAmt |
| Cash EOY | $1,528,267 | CashEOYAmt |
| Cash EOYFMV | $1,528,267 | CashEOYFMVAmt |
| Acct Rcvbl | $479 | AcctRcvblAmt |
| Acct Rcvbl BOY | $415,142 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $479 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $479 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,060,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,596,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,210,451 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,954,750 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,181,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,510,273 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,778,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,306,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,249,470 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,778,071 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,306,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,778,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,306,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,778,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,306,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,778,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,528,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,306,995 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,306,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 1872 shs JD.com | D | $81,039 | $187 | $80,852 | $80,852 |
| 771 shs JD.com | D | $35,600 | $77 | $35,523 | $35,523 |
| 29546 shs LaSalle Hotel Properties | D | $1,116,839 | $287,458 | $829,381 | $829,381 |
| 33650 shs LaSalle Hotel Properties | D | $1,020,511 | $195,368 | $825,143 | $825,143 |
| Pebblebrook Hotel Trust CIL | D | $33 | $33 | $33 | |
| GP Diversified Growth Strategies | P | $30,921 | $30,921 | $30,921 | |
| GP Diversified Growth Strategies | P | $158,848 | $158,848 | $158,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,960,701 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $613,976 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,404,644 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095864 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $636,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,991,790 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106145 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $462,075 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,926,257 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.093798 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $324,302 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,372,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074170 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,523,619 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067811 | DistributionYr5Rt |
| Total Distribution | 0.437788 | TotalDistributionRt |
| Average Distribution | 0.087558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,851,050 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $599,864 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,918 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $619,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $482,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,837 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,837 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,133 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $52,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,133 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,296 | OverpaymentAmt |
| Applied To ES Tax | $20,296 | 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 | $1,077,504 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $701,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,176,614 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,955,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,955,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,851,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,837 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,524 | IncomeTaxAmt |
| Total Tax | $44,361 | TotalTaxAmt |
| Distributable Before Adj | $298,192 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,192 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $482,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $482,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $482,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $94,651 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,480 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $248,842 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $336,717 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,340 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,104,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $482,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,192 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $183,908 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,287,938 | 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 | $94,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,193,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,480 | ExcessFromYear4Amt |
| Excess From Year3 | $248,842 | ExcessFromYear3Amt |
| Excess From Year2 | $336,717 | ExcessFromYear2Amt |
| Excess From Year1 | $310,340 | ExcessFromYear1Amt |
| Excess From Current Year | $183,908 | 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 (59 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 | |
| Academy for Urban School Leadership | |||||||
| 3400 N Austin Avenue | Chicago | IL | 60634 | PC | Education | $10,000 | |
| ACLU Foundation | |||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | PC | Human/Civil Rights | $500 | |
| African Wildlife Foundation | |||||||
| 1400 Sixteenth Street NW Suite 120 | Washington | DC | 20036 | PC | Wildlife Conservation | $189,200 | |
| American Rivers | |||||||
| 1101 14th Street NW Suite 1400 | Washington | DC | 20005 | PC | Nature Conservation | $1,500 | |
| Atlantic Salmon Federation | |||||||
| PO Box 807 | Calais | ME | 046190807 | PC | Natural Resources Support | $3,500 | |
| Bernies Book Bank | |||||||
| 917 North Shore Drive | Lake Bluff | IL | 60044 | PC | Youth Development | $2,500 | |
| 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 | $10,000 | |
| Center For Biological Diversity | |||||||
| PO Box 2155 | St Petersburg | FL | 33731 | PC | Public Charity Support | $5,000 | |
| Cherry Hills Village Elementary School PTCO | |||||||
| 2400 East Quincy Avenue | Cherry Hills Village | CO | 80113 | PC | Education | $2,000 | |
| College Possible | |||||||
| 540 N Fairview Ave Suite 304 | Saint Paul | MN | 55104 | PC | Public Charity Support | $3,000 | |
| 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 | |
| Covenant House Chicago | |||||||
| 30 West Chicago Avenue 5th Floor | Chicago | IL | 60654 | PC | Childrens Aid | $2,000 | |
| David Sheldrick Wildlife Trust | |||||||
| 201 North Illinois Street 16th | Indianapolis | IN | 46204 | PC | Wildlife Conservation | $1,500 | Floor South Tower |
| Denver Rescue Mission | |||||||
| 6100 Smith Road | Denver | CO | 80216 | PC | Public Charity Support | $2,000 | |
| Dive Heart Foundation | |||||||
| 5100 Main Street | Downers Grove | IL | 60515 | PC | Resources for the Disabled | $250 | |
| Doctors Without Borders USA | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 100015004 | PC | Medical Crisis Care | $6,000 | |
| Donors Chooseorg | |||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | PC | Public Charity Support | $2,000 | |
| Dream Cycle Foundation | |||||||
| 70 Courtyard Circle | Santa Rosa Beach | FL | 32459 | PC | Animal Rights | $1,000 | |
| Elawa Farm Foundation | |||||||
| 1401 Middlefork Drive | Lake Forest | IL | 60045 | PC | Public Charity Support | $2,500 | |
| Equestrian Connection | |||||||
| 600 N Bradley Road | Lake Forest | IL | 60045 | PC | Public Charity Support | $2,500 | |
| Everytown for Gun Safety | |||||||
| 120 Park Avenue | New York | NY | 10017 | PC | Civic | $12,000 | |
| Government Accountability Institute | |||||||
| 1414 Piedmont Drive East | Tallahassee | FL | 32308 | PC | Civil Rights | $5,000 | |
| Gregory Paul Friedman Foundation | |||||||
| 1492 Minthaven Road | Lake Forest | IL | 60045 | PC | Drug Awareness | $5,000 | |
| Hamilton College | |||||||
| 198 College Hill Road | Clinton | NY | 13323 | PC | Education | $20,000 | |
| Help Us Help Them | |||||||
| PO Box 787 | Hobe Sound | FL | 33475 | PC | Animal Rescue | $2,000 | |
| Hobe Sound Community Chest | |||||||
| 11450 SE Dixie Hwy | Hobe Sound | FL | 33455 | PC | Civic and Community Support | $4,000 | |
| Hospice of Holland | |||||||
| 270 Hoover Blvd | Holland | MI | 49423 | PC | Human Services | $1,000 | |
| Invest in Kids | |||||||
| 1775 Sherman Street Suite 2075 | Denver | CO | 80203 | PC | Public Charity Support | $2,000 | |
| Jupiter Island Medical Clinic | |||||||
| 100 Estrada Square | Hobe Sound | FL | 33455 | PC | Medical Research | $3,000 | |
| Lake Bluff Alliance for Excellence | |||||||
| PO Box 479 | Lake Bluff | IL | 60044 | PC | Education | $500 | |
| 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 | |
| Marquez Charter School | |||||||
| 2916 w 47th Street | Chicago | IL | 60632 | PC | Education | $1,650 | |
| Mayo Clinic | |||||||
| 800 Medical Center Dr | Fairmont | MN | 56031 | PC | Health | $100,000 | |
| Maxfund Animal Adoption Center | |||||||
| 720 West 10th Avenue | Denver | CO | 80204 | PC | Animal Rights | $2,000 | |
| Minnesota Recovery Connection | |||||||
| 822 S 3rd Street Suite 101 | Minneapolis | MN | 55415 | PC | Treatment of Alcoholism | $3,900 | |
| Natural Resources Defense Council | |||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Wildlife Conservation | $1,000 | |
| North Chicago Community Partners | |||||||
| 855 Skokie Highway | Lake Bluff | IL | 60044 | PC | Civic and Community Support | $4,000 | |
| Northside Achievement Zone | |||||||
| 2123 W Broadway Avenue Suite 100 | Minneapolis | MN | 55411 | PC | Crime Prevention | $3,000 | |
| Ocean Conservancy | |||||||
| 1300 Nineteenth Street NW 8th Fl | Washington | DC | 20036 | PC | Conservation | $1,000 | |
| Old Elm Scholarship Foundation | |||||||
| 800 Old Elm Road | Highland Park | IL | 60035 | PC | Education | $5,000 | |
| Osher Lifelong Learning Institute | |||||||
| 5353 Parkside Dr | Jupiter | FL | 33458 | PC | Education | $1,000 | |
| PAWS Chicago | |||||||
| 1997 North Clybourn Ave | Chicago | IL | 60614 | PC | Animal Rights | $3,000 | |
| People Inc | |||||||
| 1219 North Forest Road | Williamsville | NY | 14231 | PC | Human Services | $1,600 | |
| Rehabilitation Institute of Chicago | |||||||
| 345 E Superior Street | Chicago | IL | 60611 | PC | Medical Research | $20,000 | |
| Samaritan Centers | |||||||
| 1490 SE Cove Road | Stuart | FL | 34997 | PC | Human Services | $2,000 | |
| Sharing Connections | |||||||
| 5111 Chase Avenue | Downers Grove | IL | 60515 | PC | Human Services | $1,000 | |
| Tanzanian Childrens Fund | |||||||
| 9 Waterhouse Street | Cambridge | MA | 02138 | PC | Public Charity Support | $1,500 | |
| TSAVO Trust | |||||||
| 520 E 90th St | New York | NY | 10128 | PC | Conservation | $10,000 | |
| Tyler Justice Center for Children | |||||||
| 400 W Front Avenue | Stockton | IL | 61085 | PC | Prevention of Child Sexual Abuse | $500 | |
| University of Colorado | |||||||
| 1800 N Grant Street Suite 725 | Denver | CO | 80203 | PC | Education | $2,500 | |
| University of the South | |||||||
| 735 University Avenue | Sewanee | TN | 37383 | PC | Education | $500 | |
| Westminster Fund | |||||||
| PO Box 63 | Westminster | MA | 01473 | PC | Human Services | $500 | |
| WFMT | |||||||
| 5400 N St Louis Avenue | Chicago | IL | 60625 | PC | Support of the Arts | $1,000 | |
| WMS PTCO | |||||||
| 5151 South Holly Street | Greenwood Village | CO | 80121 | PC | Education | $500 | |
| Wild Foundation | |||||||
| 717 Poplar Avenue | Boulder | CO | 80304 | PC | Wildlife Conservation | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $482,100 | 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 | $22,410 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,341 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $332,286 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $487,413 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $487,413 | 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 |
|---|---|---|---|---|---|---|
| DEL SLS Inc | ||||||
| 1 | 200 E Randolph Suite 4300 | Chicago | IL | 60601 | $35,489 | Yes (X) |
| Stuart L Scott | ||||||
| 2 | 9 S Beach Road | Hobe Sound | FL | 33455 | $2,612,116 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 771 shs JD.com | $35,489 | 2018-01-01 |
| 2 | 76,022 shs LaSalle Hotel Properties | $2,612,116 | 2018-09-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,566 | Amt |
| Net Investment Income | $3,566 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LaSalle Properties/Pebblebrook Hotel (42757 shs) | StockNm |
| EOY Book Value | $1,596,915 | EOYBookValueAmt |
| EOYFMV | $1,210,451 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GP Diversified Growth Strategies, LP | AT COST | $4,030,378 | $4,218,121 |
| Gresham Low Volitility Hedged Strategies | AT COST | $1,150,956 | $1,292,152 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GP Diversified Growth Strategies, LP - Other Deductions | $86,282 | $86,282 | $0 |
| GP Diversified GrowthStrategies, LP - Investment Int Exp | $16,204 | $16,204 | $0 |
| Illinois Annual Report | $15 | $15 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GP Diversified Growth Strategies | Desc |
| Revenue And Expenses Per Books | $58,376 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,376 | AdjustedNetIncomeAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GP Diversified Growth Strategies, LP - Foreign Taxes Paid | $4,260 | $4,260 | $0 |
| Federal Taxes | $12,818 | $12,818 | $0 |