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SCOTT FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SCOTT FOUNDATION INC (EIN 45-4330408)
Tax period
2022-11-01 to 2023-10-31
Filed
2024-03-06
IRS object ID
202400669349100600
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-06T05:12:54-06:00ReturnTs
Tax Period End2023-10-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814474059PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LALLY & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15700 CORPORATE DRIVE SUITE 800AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15237ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454330408EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone4129998089PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11225 SOUTH MAIN STREET 404AddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY SHIREYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4129998089PhoneNum
Signature2024-02-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLARRYPersonFirstNm
Person LastSHIREYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGINA A DEIULIIS CPAPreparerPersonNm
PTINP00440458PTIN
Phone4123678190PhoneNum
Preparation2024-02-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$98,278,885FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$65,548,119ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$512,008DividendsRevAndExpnssAmt
Dividends Net Invst Incm$512,008DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$541,922NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$984,438OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$66,502,643TotalRevAndExpnssAmt
Total Net Invst Incm$512,008TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,316LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$7,658LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$7,658LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,760AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,880AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,880AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,003OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,221OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$22,782OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$209,125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$17,207OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$17,207OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,441,433OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,740,844TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,759TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$57,527TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,445,561ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,445,561ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,186,405TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,759TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,503,088TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,316,238ExcessRevenueOverExpensesAmt
Net Investment Income$481,249NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,136,582CashBOYAmt
Cash EOY$734,529CashEOYAmt
Cash EOYFMV$734,529CashEOYFMVAmt
Other Assets BOY$33,825,041OtherAssetsBOYAmt
Other Assets EOY$97,544,356OtherAssetsEOYAmt
Other Assets EOYFMV$97,544,356OtherAssetsEOYFMVAmt
Total Assets BOY$35,961,623TotalAssetsBOYAmt
Total Assets EOY$98,278,885TotalAssetsEOYAmt
Total Assets EOYFMV$98,278,885TotalAssetsEOYFMVAmt
Other Liabilities BOY$262OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,286OtherLiabilitiesEOYAmt
Total Liabilities BOY$262TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,286TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$35,961,361RetainedEarningBOYAmt
Retained Earning EOY$98,277,599RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,961,361TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$98,277,599TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,961,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$98,278,885TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,961,361TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,316,238ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$98,277,599SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$98,277,599TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD BROKERAGEP$537,263-$537,263-$537,263
VANGUARD BROKERAGEP$4,659-$4,659-$4,659
FieldValueIRS element (for citing)
Capital Gain Net Income-$541,922CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,689InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,689SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,689TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$28,744EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$28,744TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$22,055OverpaymentAmt
Applied To ES Tax$22,055AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCOTT FOUNDATION INCIndividualWithBooksNm
Phone4129998089PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11225 SOUTH MAIN STREET SUITE 404AddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH D'ASTOLFO
1225 SOUTH MAIN STREET SUITE 404GREENSBURGPA15601VICE PRESIDENT & DIRECTOR1.00$0$0$0
LARRY SHIREY
1225 SOUTH MAIN STREET SUITE 404GREENSBURGPA15601PRESIDENT, SECT, TREAS & CHAIRMAN8.00$0$0$0
GERALD M POPOVEC
1225 SOUTH MAIN STREET SUITE 404GREENSBURGPA15601DIRECTOR1.00$0$0$0
ALICE REECE
1225 SOUTH MAIN STREET SUITE 404GREENSBURGPA15601ASSISTANT SECRETARY1.00$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$1,559,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$49,364,510FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,924,381TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,924,381AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$763,866CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,160,515NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,508,026MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,508,026MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,689TaxBasedOnInvestmentIncomeAmt
Income Tax$185,870IncomeTaxAmt
Total Tax$192,559TotalTaxAmt
Distributable Before Adj$2,315,467DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,315,467DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,315,467DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,503,088ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,503,088QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,315,467DistributableAsAdjustedAmt
Undistributed Income PY$1,438,427UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,503,088QualifyingDistributionsAmt
Applied To Year1$1,438,427AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,661AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,250,806UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HABITAT FOR HUMANITY OF GREATER CENTRE COUNTY
1155 ZION RDBELLEFONTEPA16823ENERGY EFFICIENT HABITAT HOME$2,500
IRWIN VOLUNTEER FIRE DEPARTMENT
518 WESTERN AVEIRWINPA15642FIRE RESCUE EQUIPMENT$15,000
LEHIGH UNIVERSITY
681 TAYLOR STBETHLEHEMPA18015LED LIGHTING UPGRADE$50,000
SCOTTDALE VOLUNTEER FIRE DEPARTMENT
PO BOX 73SCOTTDALEPA15683NEW EQUIPMENT$20,000
STOCKDALE VOLUNTEER FIRE DEPT
PO BOX 394STOCKDALEPA15483PAVILION LED LIGHTING$10,000
WARREN COUNTY FAIR INC
371 BARTON RUN RD PO BOX 230PITTSFIELDPA16340INFRASTRUCTURE IMPROVEMENTS$25,000
YOUNGWOOD VOLUNTEER HOSE CO #1
PO BOX 1013YOUNGWOODPA15697EQUIPMENT UPGRADE$30,000
NEW PSALMIST BAPTIST CHURCH
6020 MARIAN DRBALTIMOREMD21215ENERGY CONSERVATION$56,000
CALVARY CHRISTIAN ACADEMY
300 STANDING STONE AVEHUNTINGDONPA16652EDUCATION BUILDING$100,000
MAXWEL ACTIVITIES ASSOCIATION
916 BEACON VALLEY RDGREENSBURGPA15601BALLFIELD LIGHTING$29,616
WESTMORELAND HOMESTEAD VOLUNTEER FIRE DEPT
2325 MT PLEASANT RDMT PLEASANTPA15666STATION BACKUP GENERATOR$35,000
ST FRANCIS OF ASSISI PARISH
8300 OLD COLUMBIA RDFULTONMD20759SANCTUARY LIGHTING$10,000
MOUNTAINSIDE NURSERY SCHOOL - THE MEETING HOUSE
1071 YORK RDDILLSBURGPA17019FACILITY LIGHTING UPGRADE$2,500
VERONA VOLUNTEER FIRE DEPT
465 PARKER STVERONAPA15147EMERGENCY BACKUP GENERATOR$30,000
SEWICKLEY AREA ATHLETIC ASSOCIATION
PO BOX 245RILLTONPA15678FIELD LIGHTING$40,000
WEST KITTANNING VOLUNTEER FIRE DEPT
401 ARTHUR STKITTANNINGPA16201BACKUP POWER$43,000
BLESSED SACRAMENT CATHEDRAL
300 NORTH MAIN STREETGREENSBURGPA15601EMERGENCY GENERATOR PROJECT$150,000
KITZMILLER VOLUNTEER FIRE DEPARTMENT
PO BOX 438KITZMILLERMD21538EMERGENCY BACKUP POWER$55,000
CONNELLSVILLE TOWNSHIP VOLUNTEER FIRE DEPT
905 FIREMAN STCONNELLSVILLEPA15425PAVILION ELECTRICAL UPGRADE$4,000
FAYETTE CO FIREFIGHTERS ASSOCIATION INC
PO BOX 144FAYETTE CITYPA15438LED LIGHTING UPGRADE$3,500
HEMPFIELD AREA RECREATION COMMISSION
950 CHURCH STLANDISVILLEPA17538COURT LED CONVERSION$15,000
BOROUGH OF FAYETTE COUNTY
PO BOX 124FAYETTE CITYPA15438LED LIGHTING UPGRADE$2,500
DUNBAR VOLUNTEER FIRE DEPARTMENT
1 FIREMAN LANEDUNBARPA15431EMERGENCY POWER GENERATOR$18,000
GREENSBURG VOLUNTEER FIRE DEPARTMENT
416 SOUTH MAIN STREETGREENSBURGPA15601LIFE SAVING EQUIPMENT UPGRADES$30,000
EAST VANDERGRIFT COMMUNITY FOUNDATION
PO BOX 100EAST VANDERGRIFTPA15629SOLAR PANEL SYSTEM$48,080
CHURCH OF THE OPEN DOOR
550 BALTIMORE BLVDWESTMINSTERMD21157EFFICIENCY LIGHTING PROJECT$14,500
FREDERICK INNOVATIVE TECHNOLOGY CENTER INC
4539 METROPOLITAN COURTFREDERICKMD21704UPGRADE LIGHTING SYSTEM$5,000
BOROUGH OF LIGONIER
120 MAIN STREETLIGONIERPA15658PUBLIC WORKS GENERATOR/LIGHTING$95,000
YOUNGSTOWN WHITNEY VOLUNTEER FIRE DEPARTMENT
PO BOX 283YOUNGSTOWNPA15696NEW ENGINE EQUIPMENT$15,000
NEW SALEM VOLUNTEER FIRE DEPARTMENT
PO BOX 486NEW SALEMPA15468EMERGENCY GENERATOR$24,000
CITY OF GREENSBURG
416 SOUTH MAIN STREETGREENSBURGPA15601SOUTHERN GATEWAT SIGNAGE$15,000
YOUGH ALLIANCE FOR ACADEMICS ARTS & ATHLETICS FOUNDATION
915 LOWBER RDHERMINIEPA15637GYM LIGHTING REQUEST$15,000
CHRISTIAN FAMILY & CHILDREN'S CENTER
2166 INDIAN HEAD RDCHAMPIONPA15622LIFE SAFETY SYSTEMS & ENERGY EFFICIENY$37,350
FRANKLIN TOWNSHIP GREENE COUNTY
568 ROLLING MEADOWS RDWAYNESBURGPA15370EMERGENCY SHELTER BACKUP POWER$30,000
VALLEY SCHOOL OF LIGONIER
PO BOX 616LIGONIERPA15658INTEGRATED SUSTAINABLE SOLUTIONS FOR WASTEWATER TREATMENT$45,000
LUTHER HOUSE III INC
122 JENNERS POND RDWEST GROVEPA19330LED LIGHTING UPGRADE$12,500
LUTHER HOUSE II INC
122 JENNERS POND RDWEST GROVEPA19330LED LIGHTING UPGRADE$12,500
LUTHERAN SENIOR SERVICES OF SOUTHERN CHESTER COUNTY PA
122 JENNERS POND RDWEST GROVEPA19330LED LIGHTING UPGRADE$12,500
LUTHER HOUSE IV INC
122 JENNERS POND RDWEST GROVEPA19330LED LIGHTING UPGRADE$12,500
DIOCESE OF GREENSBURG
723 EAST PITTSBURGH STGREENSBURGPA15601EMERGENCY ELECTRICAL IMPROVEMENTS$41,370
BAKERSVILLE VOLUNTEER FIRE COMPANY
2341 W BAKERSVILLE EDIE RDSOMERSETPA15501LED LUMINAIRES & PWER TOOLS$14,430
CENTRAL WESTMORELAND FOUNDATION
240 ARONA RDNEW STANTONPA15672ENERGY & EQUIPMENT UPGRADE$50,750
PITTSBURGH GATEWAYS CORPORATION
1435 BEDFORD AVEPITTSBURGHPA15219EIC LUTRON ATHENA UPGRADE$30,621
MISSION CENTRAL INC
5 PLEASANT VIEW DRIVEMECHANICSBURGPA17050LED LIGHTING UPGRADE$2,500
ALPHA HOUSE INC
435 SHADY AVEPITTSBURGHPA15206LED LIGHTING UPGRADE$5,400
MUNHALL VOLUNTEER FIRE COMPANY #1
1300 MARTHA STMUNHALLPA15120LED LIGHTING / TOOL UPGRADE$14,750
NORTH STRABANE TOWNSHIP VOLUNTEER FIRE DEPARTMENT
1032 ROUTE 519EIGHTY FOURPA15330RENTION PROJECT$24,694
SPORTSMEN'S ASSOCIATION OF GREENSBURG
PO BOX 115NORVELTPA15674LIGHTING UPGRADE$35,000
CHURCH OF CHRIST HEMPFIELD TOWNSHIP
122 HUGH BLACK RDGREENSBURGPA15601LIGHTING UPGRADE$2,500
DELMONT BOROUGH
75 SCHOOL STREETDELMONTPA15626EQUIPMENT UPGRADE$23,000
PITTSBURGH TECHNICAL COLLEGE
1111 MCKEE RDOAKDALEPA15071PARKING LOT LIGHTING UPGRADE$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,445,561TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$512,008ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$541,922ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPASSTHROUGH INCOMEDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$984,438UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$984,438UnrelatedBusinessTaxblIncmAmt
Exclusion-$29,914ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$954,524TotalIncomeProducingActyAmt

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL Z SCOTT LIVING TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX SAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd
FieldValueIRS element (for citing)
Total Contributions$65,548,119TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$19,760Amt
Net Investment Income$9,880NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,880DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierOWNERSHIP - CONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PAGE 5, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationNAME OF CONTROLLED ENTITIESSCOTT ENTERPRISES, INC1225 SOUTH MAIN STREET; SUITE 404GREENBURG, PA 1560125-1113287EXCESS BUSINESS HOLDING [ ] YES [X} NOSE HOLDINGS, INC1225 SOUTH MAIN STREET; SUITE 404GREENBURG, PA 1560127-1787673EXCESS BUSINESS HOLDING [ ] YES [X} NOMediumExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$15,316LegalFeesAmt
Net Investment Income$7,658NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,658DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN SCOTT ENTERPRISES$3,371,925$1,091,642$1,091,642
INVESTMENT IN SE HOLDINGS, INC$30,453,116$33,468,807$33,468,807
VANGUARD BROKERAGE$0$62,983,907$62,983,907

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$7,777$0$0
MEALS$178$0$0
POSTAGE$90$0$0
TELEPHONE$865$0$0
UNREALIZED LOSS ON INVESTMENTS$2,432,523$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPASSTHROUGH INCOMEDesc
Revenue And Expenses Per Books$984,438RevenueAndExpensesPerBooksAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEPOSITSDesc
BOY Book Value$262BOYBookValueAmt
EOY Book Value$1,286EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OUTSIDE CONTRACT SERVICES$2,000$0$0
CONSULTING SERVICES$26,441$13,221$13,220
GRANT DIRECTOR SERVICES$9,562$0$9,562

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$209,125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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