STRATEGY STUDIO / PUBLIC DATA EXPLORER

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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-12T07:56:29-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363858249PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stern Cassello & Associates LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N LaSalle St Suite 1620AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367287571EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Scott Family FoundationBusinessNameLine1Txt
Business Name Line2c/o Jones Lang LaSalleBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone3127825800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 E Randolph StAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStuart ScottPersonNm
Person TitlePresidentPersonTitleTxt
Phone3127825800PhoneNum
Signature2016-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames R SternPreparerPersonNm
PTINP00831572PTIN
Phone3122639100PhoneNum
Preparation2016-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,804,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,334,459ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,177InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,018InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$77,415DividendsRevAndExpnssAmt
Dividends Net Invst Incm$77,415DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$254,696NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,589,155GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,550,885CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$63,510OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$63,510OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,742,257TotalRevAndExpnssAmt
Total Net Invst Incm$1,703,828TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$94AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$94AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$35,319TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35,319TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$50TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$112,631OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$112,631OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$148,094TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$148,044TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$477,633ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$477,633ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$625,727TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$148,044TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$477,633TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,116,530ExcessRevenueOverExpensesAmt
Net Investment Income$1,555,784NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$134,239CashBOYAmt
Cash EOY$446,655CashEOYAmt
Cash EOYFMV$446,655CashEOYFMVAmt
Acct Rcvbl$150,000AcctRcvblAmt
Acct Rcvbl BOY$275,000AcctRcvblBOYAmt
Acct Rcvbl EOY$150,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$150,000AcctRcvblEOYFMVAmt
Other Investments BOY$3,996,201OtherInvestmentsBOYAmt
Other Investments EOY$4,925,315OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,207,467OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,405,440TotalAssetsBOYAmt
Total Assets EOY$5,521,970TotalAssetsEOYAmt
Total Assets EOYFMV$5,804,122TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,405,440RetainedEarningBOYAmt
Retained Earning EOY$5,521,970RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,405,440TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,521,970TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,405,440TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,521,970TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,405,440TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,116,530ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,521,970SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,521,970TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
39,864 shares JD.com Inc ADRP$1,346,664$38,270$1,308,394$1,308,394
Gresham Global Equity Strategies, LPP$51,945$51,945$51,945
Gresham Global Equity Strategies, LPP$190,546$190,546$190,546
FieldValueIRS element (for citing)
Capital Gain Net Income$1,550,885CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$324,302AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,372,435NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.074170DistributionYr1Rt
Adjusted Qlfy Distri Yr2$306,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,523,619NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.067811DistributionYr2Rt
Adjusted Qlfy Distri Yr3$302,481AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,788,702NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.079838DistributionYr3Rt
Adjusted Qlfy Distri Yr4$151,700AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,707,762NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040914DistributionYr4Rt
Adjusted Qlfy Distri Yr5$397,083AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,002,255NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.132262DistributionYr5Rt
Total Distribution0.394995TotalDistributionRt
Average Distribution0.078999AverageDistributionRt
Net Vl Noncharitable Assets$4,926,257NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$389,169AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$15,558NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$404,727AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$477,633QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$15,558InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,558SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,558TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,626EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$15,000AppliedToEsTaxAmt
Total Payments And Credits$23,626TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$8,068OverpaymentAmt
Applied To ES Tax$8,068AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksStuart ScottIndividualWithBooksNm
Phone3122282220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 E Randolph St 44th FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Stuart L Scott
9 S Beach RoadHobe SoundFL33455Trustee1.00$0$0$0
Anne O Scott
9 S Beach RoadHobe SoundFL33455Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$540,527AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,460,749FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,001,276TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,001,276AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,019CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,926,257NetVlNoncharitableAssetsAmt
Minimum Investment Return$246,313MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$246,313MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,558TaxBasedOnInvestmentIncomeAmt
Income Tax$1,964IncomeTaxAmt
Total Tax$17,522TotalTaxAmt
Distributable Before Adj$228,791DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$228,791DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$228,791DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$477,633ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$477,633QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$15,558PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$462,075AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,791DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$266,002ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$118,718ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$94,651ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$113,480ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$592,851TotalExcessDistributionCyovAmt
Qualifying Distributions$477,633QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$228,791AppliedToCurrentYearAmt
Remaining Distri From Corpus$248,842RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$841,693TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$266,002ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$575,691ExcessDistriCyovToNextYrAmt
Excess From Year3$118,718ExcessFromYear3Amt
Excess From Year2$94,651ExcessFromYear2Amt
Excess From Year1$113,480ExcessFromYear1Amt
Excess From Current Year$248,842ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
1000 Friends of Florida
308 N Monroe StreetTallahasseeFL32301PCCivic and Community Support$1,000
African Wildlife Foundation
1400 Sixteenth Street NW Suite 120WashingtonDC20036PCWildlife Conservation$100,000
American Rivers
1101 14th Street NW Suite 1400WashingtonDC20005PCNature Conservation$2,500
Animal Recovery Mission
PO Box 403344Miami BeachFL33140PCWildlife Conservation$2,500
Apollo School Foundation
9141 SE Apollo StreetHobe SoundFL33455PCEducation$100
Artist 4 A Cause
1211 SW Sunset TrailPalm CityFL34990PCSupport of the Arts$5,550
Avon Foundation for Women
777 Third Avenue 9th FloorNew YorkNY10017PCPublic Charity Support$250
Banner Lake Club
12212 SE Lantana AvenueHobe SoundFL33455PCPublic Charity Support$50
Barstow Reed SocietyMartin Health System
200 SE Hospital AvenueStuartFL34995PCMedical Research$10,000
Boys & Girls Clubs of Martin County
11500 SE Lares AvenueHobe SoundFL33455PCcivic and Community Support$500
Busch Wildlife Sanctuary
2500 Jupiter Park DriveJupiterFL33458PCWildlife Conservation$500
Center For Biological Diversity
PO Box 2155St PetersburgFL33731PCPublic Charity Support$2,500
Cherry Hills Village Elementary School
2400 E Quincy AvenueEnglewoodCO80110PCEducation$1,500
Chicago Botanic Garden
1000 Lake Cook RoadGlencoeIL60022PCNature Conservation$5,000
Chrysalis
522 S Main StreetLos AngelesCA90013PCEmployment Resources for the Homeless$7,000
Coffee House Press
79 Thirteenth Avenue NE Suite 110MinneapolisMN55413PCPublic Media$2,500
Convoy of Hope
330 S Patterson AvenueSpringfieldMO65802PCPublic Charity Support$5,000
Denver Art Museum
100 W 14th Ave PkwyDenverCO80204PCSupport of the Arts$2,500
Doctors Without Borders USA
333 7th Avenue 2nd FloorNew YorkNY100015004PCMedical Crisis Care$10,500
Donors Chooseorg
134 West 37th Street 11th FloorNew YorkNY10018PCPublic Charity Support$3,000
Elawa Farm Foundation
1401 Middlefork DriveLake ForestIL60045PCPublic Charity Support$1,000
Ambrose Monell Foundation
One Rockefeller PlazaNew YorkNY10020PCMedical Research$2,000
Equestrians for a CureNational Multiple Sclerosis Society
733 Third Avenue 3rd FloorNew YorkNY10017PCMedical Research$1,000
Equstrian Connection
600 N Bradley RoadLake ForestIL60045PCPublic Charity Support$1,500
Everglades Foundation
18001 Old Cutler Road Suite 625Palmetto BayFL33157PCWildlife Conservation$1,000
Family Worship Center of Indiantown
15285 SW Indian Mound DriveIndiantownFL34956PCReligious$300
Fisher Center for Alzheimer's Research Foundation
110 East 42nd Street 16th FloorNew YorkNY10017PCMedical Research$5,833
Florida Native Plant Society
PO Box 278MelbourneFL329020278PCWildlife Conservation$100
Florida Oceanographic Society
890 Northeast Ocean BlvdStuartFL34996PCNature Conservation$1,000
Gentle Giants Draft Horse Rescue
17250 Old Frederick RoadMt AiryMD21771PCAnimal Rescue$1,500
Hamilton College
198 College Hill RoadClintonNY13323PCEducation$121,000
Hooved Animal Rescue & Protection Society
PO Box 94BarringtonIL60010PCAnimal Rescue$2,500
Heal the Bay
1444 9th StreetSanta MonicaCA90401PCNature Conservation$2,000
Hobe Sound Community Chest
11450 SE Dixie HwyHobe SoundFL33455PCCivic and Community Support$2,000
Invest in Kids
1775 Sherman Street Suite 2075DenverCO80203PCPublic Charity Support$2,500
John Marshall Law School
315 S Plymouth CourtChicagoIL60604PCEducation$500
Jupiter Island Medical Clinic
100 Estrada SquareHobe SoundFL33455PCMedical Research$3,000
Jupiter Medical Center Foundation
1210 South Old Dixie HighwayJupitereFL33458PCMedical Research$5,000Building East 1002
Lake Forest Academy
1500 West Kennedy RoadLake ForestIL60045PCEducation$2,000
Lake Forest Open Lands
350 North Waukegan RoadLake ForestIL60045PCNature Conservation$2,650
League of Women Voters
332 S Michigan Avenue 525ChicagoIL60604PCCivic and Community Support$100
Lewa Wildlife Conservancy
495 Miller Avenue Suite 301Mill ValleyCA94941PCNature Conservation$1,000
Lurie Children's Hospital of Chicago
225 E Chicago AvenueChicagoIL60611PCMedical Research$1,100
Martin Health Foundation
200 SE Hospital AvenueStuartFL34995PCMedical Research$10,000
Mercy Corps
PO Box 2669 Dept WPortlandOR97208PCPublic Charity Support$1,000
Minnesota Recovery Connection
822 S 3rd Street Suite 101MinneapolisMN55415PCPublic Charity Support$3,000
Musikskolan
PCSupport for the Arts$1,000Lugnets Alle 86StockholmStockholmSW
National Parks Trust
401 E Jefferson Street 203RockvilleMD20850PCNature Conservation$4,000
Natives Helping Natives
PO Box 301Hobe SoundFL33475PCPublic Charity Support$350
Natural Resources Defense Fund
20 N Upper Wacker Drive 1600ChicagoIL60606PCWildlife Conservation$7,200
Northwestern University
633 Clark StreetEvanstonIL60208PCEducation$1,000
Numbers USA
1601 N Kent St Suite 1100ArlingtonVA22209PCPublic Charity Support$30,000
Old Elm Scholarship Foundation
800 Old Elm RoadHighland ParkIL60035PCEducation$5,000
Peace Development Fund
PO Box 40250San FranciscoCA94140PCPublic Charity Support$1,000
Randon Acts of Flowers
3500 Workman Road Suite 101AKnoxvilleTN37921PCPublic Charity Support$500
Rehabilitation Institute of Chicago
345 E Superior StreetChicagoIL60611PCMedical Research$60,000
Rush University Medical Center
600 S Paulina StreetChicagoIL60612PCMedical Research$5,000
Salvation Army
615 Slaters LaneAlexandriaVA22313PCCivic and Community Support$1,000
Shipley School
814 Yarrow StreetBryn MawrPA190103525PCEducation$3,000
St Jude Childrens Research Hospital
262 Danny Thomas PlacememphisTN38105PCMedical Research$2,000
St Martin De Porres House of Hope
6423 South Woodlawn AvenueChicagoIL60637PCPublic Charity Support$500
Tanzanian Childrens Fund
9 Waterhouse StreetCambridgeMA02138PCPublic Charity Support$1,000
The Emily Program Foundation
1295 Bandana Blvd W Suite 210St PaulMN55108PCPublic Charity Support$2,500
The Retreat
1221 Wayzata Blvd EWayzataMN55391PCTreatment of Alcoholism$1,000
Tykes & Teens
3577 SW Corporate PkwyPalm CityFL34990PCCivic and Community Support$1,000
Tyler Justice Center for Children
400 W Front AvenueStocktonIL61085PCPrevention of Child Sexual Abuse$800
US Friends of the David Sheldrick Wildlife Trust
25283 Cabot Road Suite 101Laguna HillsCA92653PCWildlife Conservation$1,500
USSGA Memorial Fund
88 Field Point RoadGreenwichCT06830PCPublic Charity Support$250
Warren Village
1323 Gilpin StreetDenverCO80218PCPublic Charity Support$2,500
Wildlife Conservation Network
2209 Mississippi StreetSan FranciscoCA94107PCWildlife COnservation$2,000
Women's Board of Northwestern University
1201 Davis StreetEvanstonIL60201PCEducation$5,000
YMCA of the Treasure Coast
1700 SE Monterey RoadStuartFL34996PCCivic and Community Support$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$477,633TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,177ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$77,415ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,510ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$254,696ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$407,798ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$407,798TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonStuart L ScottContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19 S Beach RoadAddressLine1Txt
CityHobe SoundCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33455ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,334,459TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
14,696 shares JD.COM Inc. ADR$134,0242015-03-18
13,436 shares JD.COM Inc ADR$113,5602015-04-10
14,403 shares JD.COM Inc ADR$152,1022015-04-24
14,398 shares JD.COM Inc ADR$145,2002015-05-06
14,396 shares JD.COM Inc ADR$145,4202015-05-07
14,397 shares JD.COM Inc ADR$149,0802015-05-20
14,397 shares JD.COM Inc ADR$148,9262015-05-28
14,870 shares JD.COM Inc ADR$169,8662015-06-03
14,871 shares JD.COM Inc ADR$176,2812015-06-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBrokerage Acct FeesCategoryTxt
Amt$94Amt
Net Investment Income$94NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Gresham Global Equity Strategies, LPAT COST$3,774,350$4,056,502
Gresham Low Volitility Hedged StrategiesAT COST$1,150,965$1,150,965

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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

FieldValueIRS element (for citing)
DescGresham Global Equity Strategies, LPDesc
Revenue And Expenses Per Books$63,510RevenueAndExpensesPerBooksAmt
Net Investment Income$63,510NetInvestmentIncomeAmt
Adjusted Net Income$63,510AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonStuart L ScottPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 S Beach RoadAddressLine1Txt
CityHobe SoundCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33455ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements 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