SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FAMILY FOUNDATION (EIN 36-7287571)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349101239
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:57:12-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 co Jones Lang LaSalle | BusinessNameLine1Txt |
| 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 | 2015-11-11 | 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 | 2015-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,020,416 | 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 | $56,287 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,389 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,469 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,462 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,482 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,482 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $389,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,802 | 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 | $1,863 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,597 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,422 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,422 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,882 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $324,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $266,035 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $719,679 | CashBOYAmt |
| Cash EOY | $134,239 | CashEOYAmt |
| Cash EOYFMV | $134,239 | CashEOYFMVAmt |
| Acct Rcvbl | $275,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $275,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $275,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $3,703,270 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,996,201 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,611,177 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,422,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,405,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,020,416 | 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 | $4,422,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,405,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,422,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,405,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,422,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,405,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,422,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,320 | OtherIncreasesAmt |
| Subtotal | $4,405,440 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,405,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Gresham Global Equity Strategies, LP | P | $43,489 | $43,489 | ||||
| Gresham Global Equity Strategies, LP | P | $5,793 | $5,793 | ||||
| Gresham Global Equity Strategies, LP | P | $156,865 | $156,865 | ||||
| Gresham Global Equity Strategies, LP | P | $11,994 | $11,994 | ||||
| Gresham Global Equity Strategies, LP | P | $26 | $26 | ||||
| JP Com Inc Sponsored ADR Restg | P | $52,295 | $52,295 | 2013-12-17 | 2014-12-29 | $54,640 | $2,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,462 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $306,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,523,619 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067811 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,481 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,788,702 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079838 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $151,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,707,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040914 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $397,083 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,002,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.132262 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $139,725 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,815,486 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076963 | DistributionYr5Rt |
| Total Distribution | 0.397788 | TotalDistributionRt |
| Average Distribution | 0.079558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,372,435 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $347,862 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $350,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $324,302 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,321 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,321 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,321 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $8,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Overpayment | $8,626 | OverpaymentAmt |
| Applied To ES Tax | $8,626 | 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 | $286,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,152,867 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,439,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,439,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,372,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,321 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,479 | IncomeTaxAmt |
| Total Tax | $7,800 | TotalTaxAmt |
| Distributable Before Adj | $210,822 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,822 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,822 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $324,302 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $324,302 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,822 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,392 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $266,002 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $118,718 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $94,651 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $528,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,822 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,480 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $642,243 | 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 | $49,392 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $592,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $266,002 | ExcessFromYear4Amt |
| Excess From Year2 | $118,718 | ExcessFromYear2Amt |
| Excess From Year1 | $94,651 | ExcessFromYear1Amt |
| Excess From Current Year | $113,480 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| African Wildlife Foundation | ||||||||||
| 1400 Sixteenth Street NW Suite 120 | Washington | DC | 20036 | PC | Public Charity Support | $100,000 | ||||
| Breast Cancer Society | ||||||||||
| 3934 Miller Road | Edgemont | PA | 19073 | PC | Public Charity Support | $40 | ||||
| Center For Biological Diversity | ||||||||||
| PO Box 2155 | St Petersburg | FL | 33731 | PC | Public Charity Support | $2,500 | ||||
| Children's Garden Montessori | ||||||||||
| 165 North Lombard Avenue | Oak Park | IL | 60302 | PC | Public Charity Support | $1,000 | ||||
| College Possible | ||||||||||
| 540 N Fairview Ave Suite 304 | Saint Paul | MN | 55104 | PC | Public Charity Support | $2,000 | ||||
| Colorado Uplift | ||||||||||
| 3914 King Street | Denver | CO | 802111932 | PC | Public Charity Support | $667 | ||||
| Cystic Fibrosis Foundation | ||||||||||
| 6931 Arlington Road 2nd Floor | Bethseda | MD | 20814 | PC | Public Charity Support | $500 | ||||
| David Sheldrick Wildlife Trust | ||||||||||
| 201 North Illinois Street 16th | Indianapolis | IN | 46204 | PC | Public Charity Support | $1,000 | Floor South Tower | |||
| Denver Art Museum | ||||||||||
| 100 W 14th Ave Pkwy | Denver | CO | 80204 | PC | Public Charity Support | $2,500 | ||||
| Denver Children's Museum | ||||||||||
| 333 7th Avenue 2nd Floor | Denver | CO | 80211 | PC | Public Charity Support | $500 | ||||
| Doctors Without Borders USA | ||||||||||
| 333 7th Avenue 2nd Floor | New York | NY | 100015004 | PC | Public Charity Support | $1,000 | ||||
| Elawa Farm Foundation | ||||||||||
| 1401 Middlefork Drive | Lake Forest | IL | 60045 | PC | Public Charity Support | $1,000 | ||||
| Green River Greening | ||||||||||
| 35 West Water Street Suite 201 | Saint Paul | MN | 55107 | PC | Public Charity Support | $1,000 | ||||
| The Guardians of Martin County | ||||||||||
| PO Box 1489 | Hobe Sound | FL | 33475 | PC | Public Charity Support | $9,000 | ||||
| Hamilton College | ||||||||||
| 198 College Hill Road | Clinton | NY | 13323 | PC | Public Charity Support | $120,000 | ||||
| Hooved Animal Rescue & Protection Society | ||||||||||
| PO Box 94 | Barrington | IL | 60010 | PC | Public Charity Support | $2,000 | ||||
| Jupiter Island Arts Committee co Jupiter Island Town Hall | ||||||||||
| 2 SE Bridge Road | Hobe Sound | FL | 33455 | PC | Public Charity Support | $450 | ||||
| Jupiter Medical Center Foundation | ||||||||||
| 1210 South Old Dixie Highway | Jupitere | FL | 33458 | PC | Public Charity Support | $5,000 | Building East 1002 | |||
| Keep Martin Beautiful | ||||||||||
| 1211 SW Sunset Trail | Palm City | FL | 34990 | PC | Public Charity Support | $130 | ||||
| Lake Bluff Open Lands | ||||||||||
| PO Box 449 | Lake Bluff | IL | 60044 | PC | Public Charity Support | $1,000 | ||||
| Lake Forest Academy | ||||||||||
| 1500 West Kennedy Road | Lake Forest | IL | 60045 | PC | Public Charity Support | $6,500 | ||||
| Lake Forest Country Day School | ||||||||||
| 145 South Green Bay Road | Lake Forest | IL | 60045 | PC | Public Charity Support | $1,000 | ||||
| Lake Forest Open Lands | ||||||||||
| 350 North Waukegan Road | Lake Forest | IL | 60045 | PC | Public Charity Support | $1,000 | ||||
| Lewa Wildlife Conservancy | ||||||||||
| 495 Miller Avenue Suite 301 | Mill Valley | CA | 94941 | PC | Public Charity Support | $1,500 | ||||
| Lovin Spoonfuls | ||||||||||
| 418 Commonwealth Avenue | Boston | MA | 02215 | PC | Public Charity Support | $2,000 | ||||
| Minnesota Recovery Connection | ||||||||||
| 822 S 3rd Street Suite 101 | Minneapolis | MN | 55415 | PC | Public Charity Support | $2,000 | ||||
| Misericordia Foundation | ||||||||||
| 6300 North Ridge | Chicago | IL | 60660 | PC | Public Charity Support | $500 | ||||
| Navy Seal Foundation | ||||||||||
| 1619 D Street | Virginia Beach | VA | 23459 | PC | Public Charity Support | $2,500 | ||||
| Norma Gillespie Young Musician Scholarship Fund at Big Arts Center | ||||||||||
| 900 Dunlop Road | Sanibel Island | FL | 33957 | PC | Public Charity Support | $1,000 | ||||
| Northwestern Lake Forest Hospital | ||||||||||
| 660 N Westmoreland Rd | Lake Forest | IL | 60045 | PC | Public Charity Support | $2,000 | ||||
| Numbers USA | ||||||||||
| 1601 N Kent St Suite 1100 | Arlington | VA | 22209 | PC | Public Charity Support | $25,000 | ||||
| Old Elm Scholarship Foundation | ||||||||||
| 800 Old Elm Road | Highland Park | IL | 600351104 | PC | Public Charity Support | $5,000 | ||||
| Rush University Medical Center | ||||||||||
| 600 S Paulina Street | Chicago | IL | 60612 | PC | Public Charity Support | $5,000 | ||||
| Save the Elephants | ||||||||||
| PC | Public Charity Support | $3,000 | PO Box 54667 | Nairobi | KE | |||||
| Scleroderman Foundation | ||||||||||
| 300 Rosewood Drive Suite 105 | Danvers | MA | 01923 | PC | Public Charity Support | $10,000 | ||||
| Shipley School | ||||||||||
| 814 Yarrow Street | Bryn Mawr | PA | 190103525 | PC | Public Charity Support | $3,000 | ||||
| Tanzanian Childrens Fund | ||||||||||
| 9 Waterhouse Street | Cambridge | MA | 02138 | PC | Public Charity Support | $1,000 | ||||
| United Planet | ||||||||||
| 11 Arlington Street | Boston | MA | 02116 | PC | Public Charity Support | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,287 | 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 | $11,582 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,469 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,482 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $198,733 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,787 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $315,266 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,053 | 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 | $56,287 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2277 shares JD.com | NoncashPropertyDesc |
| Fair Market Value | $56,287 | FairMarketValueAmt |
| Received | 2014-12-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,863 | Amt |
| Net Investment Income | $1,863 | 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 | $3,745,236 | $4,295,237 |
| Gresham Low Volitility Hedged Strategies | AT COST | $250,965 | $315,940 |
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 | $31,135 | $31,135 | $0 |
| Gresham Global Equity Strategies, LP - Other Deductions | $31,190 | $31,190 | $0 |
| Gresham Global Equity Strategies, LP - Investment Int Exp | $27,097 | $27,097 | $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 | $31,482 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31,482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,482 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Prior Period Adjustment to Cash Balance | $11,713 |
| Prior Period Adjustment to Basis of Gresham Gbl Eq Strat | $26,607 |
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 | $3,925 | $3,925 | $0 |
| Federal Taxes | $25,557 | $25,557 | $0 |
| Illinois Annual Report | $115 | $0 | $15 |