SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FAMILY FOUNDATION (EIN 36-7287571)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-12
- IRS object ID
- 201613179349100201
- Schema version
- 2015v2.1
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-12T07:56:29-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 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 | President | PersonTitleTxt |
| Phone | 3127825800 | PhoneNum |
| Signature | 2016-11-07 | 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 | 2016-11-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,804,122 | 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 | $1,334,459 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,018 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,696 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,589,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,550,885 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,510 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,510 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,742,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,703,828 | 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 | $94 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $94 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,319 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $50 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112,631 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,044 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $477,633 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $477,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $625,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,044 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $477,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,116,530 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,555,784 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,239 | CashBOYAmt |
| Cash EOY | $446,655 | CashEOYAmt |
| Cash EOYFMV | $446,655 | CashEOYFMVAmt |
| Acct Rcvbl | $150,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $275,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $150,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $150,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $3,996,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,925,315 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,207,467 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,405,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,521,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,804,122 | 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 | $4,405,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,521,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,405,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,521,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,405,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,521,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,405,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,116,530 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,521,970 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,521,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 39,864 shares JD.com Inc ADR | P | $1,346,664 | $38,270 | $1,308,394 | $1,308,394 |
| Gresham Global Equity Strategies, LP | P | $51,945 | $51,945 | $51,945 | |
| Gresham Global Equity Strategies, LP | P | $190,546 | $190,546 | $190,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,550,885 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $324,302 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,372,435 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $306,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,523,619 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067811 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,481 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,788,702 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.079838 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,707,762 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040914 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $397,083 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,002,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.132262 | DistributionYr5Rt |
| Total Distribution | 0.394995 | TotalDistributionRt |
| Average Distribution | 0.078999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,926,257 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $389,169 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,558 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $404,727 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $477,633 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $15,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,626 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $23,626 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,068 | OverpaymentAmt |
| Applied To ES Tax | $8,068 | 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 | Stuart Scott | IndividualWithBooksNm |
| Phone | 3122282220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Randolph St 44th Floor | 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 | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | ||||||||
| 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 | $540,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,460,749 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,001,276 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,001,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,019 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,926,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,558 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,964 | IncomeTaxAmt |
| Total Tax | $17,522 | TotalTaxAmt |
| Distributable Before Adj | $228,791 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $228,791 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $228,791 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $477,633 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $477,633 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,558 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $462,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,791 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $266,002 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $118,718 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,651 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $113,480 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $592,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $477,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $228,791 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $248,842 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $841,693 | 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 | $266,002 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $575,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $118,718 | ExcessFromYear3Amt |
| Excess From Year2 | $94,651 | ExcessFromYear2Amt |
| Excess From Year1 | $113,480 | ExcessFromYear1Amt |
| Excess From Current Year | $248,842 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1000 Friends of Florida | |||||||||||
| 308 N Monroe Street | Tallahassee | FL | 32301 | PC | Civic and Community Support | $1,000 | |||||
| African Wildlife Foundation | |||||||||||
| 1400 Sixteenth Street NW Suite 120 | Washington | DC | 20036 | PC | Wildlife Conservation | $100,000 | |||||
| American Rivers | |||||||||||
| 1101 14th Street NW Suite 1400 | Washington | DC | 20005 | PC | Nature Conservation | $2,500 | |||||
| Animal Recovery Mission | |||||||||||
| PO Box 403344 | Miami Beach | FL | 33140 | PC | Wildlife Conservation | $2,500 | |||||
| Apollo School Foundation | |||||||||||
| 9141 SE Apollo Street | Hobe Sound | FL | 33455 | PC | Education | $100 | |||||
| Artist 4 A Cause | |||||||||||
| 1211 SW Sunset Trail | Palm City | FL | 34990 | PC | Support of the Arts | $5,550 | |||||
| Avon Foundation for Women | |||||||||||
| 777 Third Avenue 9th Floor | New York | NY | 10017 | PC | Public Charity Support | $250 | |||||
| Banner Lake Club | |||||||||||
| 12212 SE Lantana Avenue | Hobe Sound | FL | 33455 | PC | Public Charity Support | $50 | |||||
| Barstow Reed SocietyMartin Health System | |||||||||||
| 200 SE Hospital Avenue | Stuart | FL | 34995 | PC | Medical Research | $10,000 | |||||
| Boys & Girls Clubs of Martin County | |||||||||||
| 11500 SE Lares Avenue | Hobe Sound | FL | 33455 | PC | civic and Community Support | $500 | |||||
| Busch Wildlife Sanctuary | |||||||||||
| 2500 Jupiter Park Drive | Jupiter | FL | 33458 | PC | Wildlife Conservation | $500 | |||||
| Center For Biological Diversity | |||||||||||
| PO Box 2155 | St Petersburg | FL | 33731 | PC | Public Charity Support | $2,500 | |||||
| Cherry Hills Village Elementary School | |||||||||||
| 2400 E Quincy Avenue | Englewood | CO | 80110 | PC | Education | $1,500 | |||||
| Chicago Botanic Garden | |||||||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | PC | Nature Conservation | $5,000 | |||||
| Chrysalis | |||||||||||
| 522 S Main Street | Los Angeles | CA | 90013 | PC | Employment Resources for the Homeless | $7,000 | |||||
| Coffee House Press | |||||||||||
| 79 Thirteenth Avenue NE Suite 110 | Minneapolis | MN | 55413 | PC | Public Media | $2,500 | |||||
| Convoy of Hope | |||||||||||
| 330 S Patterson Avenue | Springfield | MO | 65802 | PC | Public Charity Support | $5,000 | |||||
| Denver Art Museum | |||||||||||
| 100 W 14th Ave Pkwy | Denver | CO | 80204 | PC | Support of the Arts | $2,500 | |||||
| Doctors Without Borders USA | |||||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 100015004 | PC | Medical Crisis Care | $10,500 | |||||
| Donors Chooseorg | |||||||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | PC | Public Charity Support | $3,000 | |||||
| Elawa Farm Foundation | |||||||||||
| 1401 Middlefork Drive | Lake Forest | IL | 60045 | PC | Public Charity Support | $1,000 | |||||
| Ambrose Monell Foundation | |||||||||||
| One Rockefeller Plaza | New York | NY | 10020 | PC | Medical Research | $2,000 | |||||
| Equestrians for a CureNational Multiple Sclerosis Society | |||||||||||
| 733 Third Avenue 3rd Floor | New York | NY | 10017 | PC | Medical Research | $1,000 | |||||
| Equstrian Connection | |||||||||||
| 600 N Bradley Road | Lake Forest | IL | 60045 | PC | Public Charity Support | $1,500 | |||||
| Everglades Foundation | |||||||||||
| 18001 Old Cutler Road Suite 625 | Palmetto Bay | FL | 33157 | PC | Wildlife Conservation | $1,000 | |||||
| Family Worship Center of Indiantown | |||||||||||
| 15285 SW Indian Mound Drive | Indiantown | FL | 34956 | PC | Religious | $300 | |||||
| Fisher Center for Alzheimer's Research Foundation | |||||||||||
| 110 East 42nd Street 16th Floor | New York | NY | 10017 | PC | Medical Research | $5,833 | |||||
| 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 | $1,000 | |||||
| Gentle Giants Draft Horse Rescue | |||||||||||
| 17250 Old Frederick Road | Mt Airy | MD | 21771 | PC | Animal Rescue | $1,500 | |||||
| Hamilton College | |||||||||||
| 198 College Hill Road | Clinton | NY | 13323 | PC | Education | $121,000 | |||||
| Hooved Animal Rescue & Protection Society | |||||||||||
| PO Box 94 | Barrington | IL | 60010 | PC | Animal Rescue | $2,500 | |||||
| Heal the Bay | |||||||||||
| 1444 9th Street | Santa Monica | CA | 90401 | PC | Nature Conservation | $2,000 | |||||
| Hobe Sound Community Chest | |||||||||||
| 11450 SE Dixie Hwy | Hobe Sound | FL | 33455 | PC | Civic and Community Support | $2,000 | |||||
| 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 Medical Clinic | |||||||||||
| 100 Estrada Square | Hobe Sound | FL | 33455 | PC | Medical Research | $3,000 | |||||
| Jupiter Medical Center Foundation | |||||||||||
| 1210 South Old Dixie Highway | Jupitere | FL | 33458 | PC | Medical Research | $5,000 | Building East 1002 | ||||
| Lake Forest Academy | |||||||||||
| 1500 West Kennedy Road | Lake Forest | IL | 60045 | PC | Education | $2,000 | |||||
| Lake Forest Open Lands | |||||||||||
| 350 North Waukegan Road | Lake Forest | IL | 60045 | PC | Nature Conservation | $2,650 | |||||
| League of Women Voters | |||||||||||
| 332 S Michigan Avenue 525 | Chicago | IL | 60604 | PC | Civic and Community Support | $100 | |||||
| Lewa Wildlife Conservancy | |||||||||||
| 495 Miller Avenue Suite 301 | Mill Valley | CA | 94941 | PC | Nature Conservation | $1,000 | |||||
| Lurie Children's Hospital of Chicago | |||||||||||
| 225 E Chicago Avenue | Chicago | IL | 60611 | PC | Medical Research | $1,100 | |||||
| Martin Health Foundation | |||||||||||
| 200 SE Hospital Avenue | Stuart | FL | 34995 | PC | Medical Research | $10,000 | |||||
| Mercy Corps | |||||||||||
| PO Box 2669 Dept W | Portland | OR | 97208 | PC | Public Charity Support | $1,000 | |||||
| Minnesota Recovery Connection | |||||||||||
| 822 S 3rd Street Suite 101 | Minneapolis | MN | 55415 | PC | Public Charity Support | $3,000 | |||||
| Musikskolan | |||||||||||
| PC | Support for the Arts | $1,000 | Lugnets Alle 86 | Stockholm | Stockholm | SW | |||||
| National Parks Trust | |||||||||||
| 401 E Jefferson Street 203 | Rockville | MD | 20850 | PC | Nature Conservation | $4,000 | |||||
| Natives Helping Natives | |||||||||||
| PO Box 301 | Hobe Sound | FL | 33475 | PC | Public Charity Support | $350 | |||||
| Natural Resources Defense Fund | |||||||||||
| 20 N Upper Wacker Drive 1600 | Chicago | IL | 60606 | PC | Wildlife Conservation | $7,200 | |||||
| Northwestern University | |||||||||||
| 633 Clark Street | Evanston | IL | 60208 | PC | Education | $1,000 | |||||
| Numbers USA | |||||||||||
| 1601 N Kent St Suite 1100 | Arlington | VA | 22209 | PC | Public Charity Support | $30,000 | |||||
| Old Elm Scholarship Foundation | |||||||||||
| 800 Old Elm Road | Highland Park | IL | 60035 | PC | Education | $5,000 | |||||
| Peace Development Fund | |||||||||||
| PO Box 40250 | San Francisco | CA | 94140 | PC | Public Charity Support | $1,000 | |||||
| Randon Acts of Flowers | |||||||||||
| 3500 Workman Road Suite 101A | Knoxville | TN | 37921 | PC | Public Charity Support | $500 | |||||
| Rehabilitation Institute of Chicago | |||||||||||
| 345 E Superior Street | Chicago | IL | 60611 | PC | Medical Research | $60,000 | |||||
| Rush University Medical Center | |||||||||||
| 600 S Paulina Street | Chicago | IL | 60612 | PC | Medical Research | $5,000 | |||||
| Salvation Army | |||||||||||
| 615 Slaters Lane | Alexandria | VA | 22313 | PC | Civic and Community Support | $1,000 | |||||
| Shipley School | |||||||||||
| 814 Yarrow Street | Bryn Mawr | PA | 190103525 | PC | Education | $3,000 | |||||
| St Jude Childrens Research Hospital | |||||||||||
| 262 Danny Thomas Place | memphis | TN | 38105 | PC | Medical Research | $2,000 | |||||
| St Martin De Porres House of Hope | |||||||||||
| 6423 South Woodlawn Avenue | Chicago | IL | 60637 | PC | Public Charity Support | $500 | |||||
| Tanzanian Childrens Fund | |||||||||||
| 9 Waterhouse Street | Cambridge | MA | 02138 | PC | Public Charity Support | $1,000 | |||||
| The Emily Program Foundation | |||||||||||
| 1295 Bandana Blvd W Suite 210 | St Paul | MN | 55108 | PC | Public Charity Support | $2,500 | |||||
| The Retreat | |||||||||||
| 1221 Wayzata Blvd E | Wayzata | MN | 55391 | PC | Treatment of Alcoholism | $1,000 | |||||
| Tykes & Teens | |||||||||||
| 3577 SW Corporate Pkwy | Palm City | FL | 34990 | PC | Civic and Community Support | $1,000 | |||||
| Tyler Justice Center for Children | |||||||||||
| 400 W Front Avenue | Stockton | IL | 61085 | PC | Prevention of Child Sexual Abuse | $800 | |||||
| US Friends of the David Sheldrick Wildlife Trust | |||||||||||
| 25283 Cabot Road Suite 101 | Laguna Hills | CA | 92653 | PC | Wildlife Conservation | $1,500 | |||||
| USSGA Memorial Fund | |||||||||||
| 88 Field Point Road | Greenwich | CT | 06830 | PC | Public Charity Support | $250 | |||||
| Warren Village | |||||||||||
| 1323 Gilpin Street | Denver | CO | 80218 | PC | Public Charity Support | $2,500 | |||||
| Wildlife Conservation Network | |||||||||||
| 2209 Mississippi Street | San Francisco | CA | 94107 | PC | Wildlife COnservation | $2,000 | |||||
| Women's Board of Northwestern University | |||||||||||
| 1201 Davis Street | Evanston | IL | 60201 | PC | Education | $5,000 | |||||
| YMCA of the Treasure Coast | |||||||||||
| 1700 SE Monterey Road | Stuart | FL | 34996 | PC | Civic and Community Support | $1,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $477,633 | 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 | $12,177 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,415 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $254,696 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $407,798 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $407,798 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Stuart L Scott | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 S Beach Road | AddressLine1Txt |
| City | Hobe Sound | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,334,459 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,696 shares JD.COM Inc. ADR | $134,024 | 2015-03-18 |
| 1 | 3,436 shares JD.COM Inc ADR | $113,560 | 2015-04-10 |
| 1 | 4,403 shares JD.COM Inc ADR | $152,102 | 2015-04-24 |
| 1 | 4,398 shares JD.COM Inc ADR | $145,200 | 2015-05-06 |
| 1 | 4,396 shares JD.COM Inc ADR | $145,420 | 2015-05-07 |
| 1 | 4,397 shares JD.COM Inc ADR | $149,080 | 2015-05-20 |
| 1 | 4,397 shares JD.COM Inc ADR | $148,926 | 2015-05-28 |
| 1 | 4,870 shares JD.COM Inc ADR | $169,866 | 2015-06-03 |
| 1 | 4,871 shares JD.COM Inc ADR | $176,281 | 2015-06-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Brokerage Acct Fees | CategoryTxt |
| Amt | $94 | Amt |
| Net Investment Income | $94 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Gresham Global Equity Strategies, LP | AT COST | $3,774,350 | $4,056,502 |
| Gresham Low Volitility Hedged Strategies | AT COST | $1,150,965 | $1,150,965 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Gresham Global Equity Strategies, LP - Portfolio Deductions | $43,666 | $43,666 | $0 |
| Gresham Global Equity Strategies, LP - Other Deductions | $34,840 | $34,840 | $0 |
| Gresham Global Equity Strategies, LP - Investment Int Exp | $34,125 | $34,125 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gresham Global Equity Strategies, LP | Desc |
| Revenue And Expenses Per Books | $63,510 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,510 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $63,510 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Gresham Global Equity Strategies, LP - Foreign Taxes Paid | $3,790 | $3,790 | $0 |
| Federal Taxes | $18,000 | $18,000 | $0 |
| Illinois Replacement & Income Tax | $13,529 | $13,529 | $0 |