KENNETH A SCOTT CHAR TR UA: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH A SCOTT CHAR TR UA (EIN 34-7034544)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202443109349100014
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T08:01:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD STE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347034544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT KENNETH A CHARITABLE TA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 2166897663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BY JOSEPH VELKOS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166897663 | PhoneNum |
| Signature | 2024-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-10-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,924,995 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $248,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,827 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $738,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,827 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $67,075 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,362 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $330,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $299,098 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,294 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $101,471 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,824 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,118 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30,163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30,163 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,035,035 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $930,447 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$704,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $197,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $571,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $634,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $634,940 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $19,283,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,518,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,290,055 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,854,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,153,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,924,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,854,561 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,153,280 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,854,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,153,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,854,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,153,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,854,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$704,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,766 | OtherIncreasesAmt |
| Subtotal | $19,153,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,153,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 31751.73 CHARITABLE MULTI ASSET FUND | PropertyDesc |
| Acquired | 2000-02-18 | AcquiredDt |
| Sold | 2023-12-20 | SoldDt |
| Gross Sales Price | $761,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $722,431 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,569 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,569 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,827 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,747 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,747 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,038 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,038 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $291 | OverpaymentAmt |
| Applied To ES Tax | $291 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.kennethscottcharitabletrust.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEYBANK NATIONAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168134548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION | ||||||
| 100 PUBLIC SQUARE | CLEVELAND | OH | 44113 | TRUSTEE | 1 | $135,294 |
| HENRY RICHARD OBERMANNS | ||||||
| 23176 HARDWICK ROAD | SHAKER HEIGHTS | OH | 44122 | EXECUTIVE DIRECTOR | 2 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,153,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,153,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,153,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $302,295 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,850,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $992,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $992,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,747 | TotalTaxAmt |
| Distributable Before Adj | $989,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $989,790 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $989,790 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $930,447 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $930,447 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $989,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,843 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $930,447 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,843 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $891,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $98,186 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO KEY PRIVATE BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PUBLIC SQUARE SUITE 600 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2167523301 | RecipientPhoneNum |
| Form And Info And Materials | SEND INITIAL QUERRY LETTER WEBSITE: www.kennethscottcharitabletrust.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | QUARTERLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISTRIBUTIONS ARE LIMITED TO ORGANIZATIONS THAT SUPPORT THE CARE & PROTECTION OF ANIMALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OPERATION PETS | |||||||
| 3443 SOUTH PARK AVE | BUFFALO | NY | 14219 | NONE | PC | GENERAL OPERATING | $24,750 |
| CANTER | |||||||
| 8619 EDGEWOOD PARK DR | COMMERCE TOWNSHIP | MI | 48382 | NONE | PC | GENERAL OPERATING | $12,500 |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 101286804 | NONE | PC | GENERAL OPERATING | $20,000 |
| HUMANE SOCIETY OF ROCHESTER AND MONROE C | |||||||
| 99 VICTOR RD | FAIRPORT | NY | 144509582 | NONE | PC | GENERAL OPERATING | $20,000 |
| PETFIX NORTHEAST OHIO INC | |||||||
| 885 E 222ND ST | CLEVELAND | OH | 441233313 | NONE | PC | GENERAL OPERATING | $8,610 |
| HUMANE SOCIETY OF SUMMIT COUNTY | |||||||
| 7996 DARROW ROAD | TWINSBURG | OH | 440876822 | NONE | PC | GENERAL OPERATING | $30,000 |
| SOUTH SUBURBAN HUMANE SOCIETY | |||||||
| 21800 CENTRAL AVE | MATTESON | IL | 604433043 | NONE | PC | GENERAL OPERATING | $25,000 |
| OHIO ANIMAL HEALTH FOUNDATION | |||||||
| 1472 MANNING PKWY | POWELL | OH | 430659171 | NONE | PC | GENERAL OPERATING | $18,600 |
| TREE HOUSE HUMANE SOCIETY | |||||||
| 7225 N WESTERN AVE | CHICAGO | IL | 606451811 | NONE | PC | GENERAL OPERATING | $25,000 |
| NEIGHBORHOOD PETS | |||||||
| 3711 E 65TH ST | CLEVELAND | OH | 441051219 | NONE | PC | GENERAL OPERATING | $50,000 |
| PAWS CLINIC | |||||||
| 21210 GODDARD RD | TAYLOR | MI | 481804264 | NONE | PC | GENERAL OPERATING | $16,000 |
| LEAGUE FOR ANIMAL WELFARE | |||||||
| 4193 TAYLOR RD | BATAVIA | OH | 451039792 | NONE | PC | GENERAL OPERATING | $10,000 |
| HUMANE SOCIETY OF DELAWARE COUNTY | |||||||
| 4920 STATE ROUTE 37 E | DELAWARE | OH | 430159639 | NONE | PC | GENERAL OPERATING | $7,490 |
| SIERRAS HAVEN FOR NEW AND USED PETS | |||||||
| 80 EASTER DR | PORTSMOUTH | OH | 456628659 | NONE | PC | GENERAL OPERATING | $15,000 |
| LIFECARE ALLIANCE | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 432231809 | NONE | PC | GENERAL OPERATING | $12,500 |
| LICKING COUNTY HUMANE SOCIETY | |||||||
| 825 THORNWOOD DR | HEATH | OH | 430569320 | NONE | PC | GENERAL OPERATING | $20,000 |
| LAKE ERIE NATURE AND SCIENCE CENTER | |||||||
| 28728 WOLF RD | BAY VILLAGE | OH | 44140 | NONE | PC | GENERAL OPERATING | $30,000 |
| SHELTER FROM THE STORM INC | |||||||
| 73550 ALLESSANDRO DR | PALM DESERT | CA | 92260 | NONE | PC | GENERAL OPERATING | $10,610 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 441061701 | NONE | PC | GENERAL OPERATING | $24,000 |
| HATTIE LARLHAM FOUNDATION | |||||||
| 9772 DIAGONAL RD | MANTUA | OH | 442559128 | NONE | PC | GENERAL OPERATING | $12,000 |
| NATURE CENTER AT SHAKER LAKES | |||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 44120 | NONE | PC | GENERAL OPERATING | $15,000 |
| HUMANE SOCIETY OF INDIANAPOLIS INC | |||||||
| 7929 NORTH MICHIGAN ROAD | INDIANAPOLIS | IN | 462681915 | NONE | PC | GENERAL OPERATING | $25,000 |
| HUMANE FORT WAYNE INC | |||||||
| 1333 MAYCREST DR | FORT WAYNE | IN | 468055423 | NONE | PC | GENERAL OPERATING | $21,000 |
| TAILS HUMANE SOCIETY | |||||||
| 2250 BARBER GREENE RD | DEKALB | IL | 601158409 | NONE | PC | GENERAL OPERATING | $10,000 |
| MICHIGAN HUMANE SOCIETY | |||||||
| 30300 TELEGRAPH RD STE 220 | BINGHAM FARMS | MI | 480254509 | NONE | PC | GENERAL OPERATING | $30,000 |
| LEADER DOGS FOR THE BLIND | |||||||
| 1039 S ROCHESTER RD | ROCHESTER HLS | MI | 483073115 | NONE | PC | GENERAL OPERATING | $10,000 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVE | MILWAUKEE | WI | 532083156 | NONE | PC | GENERAL OPERATING | $40,000 |
| THE HUMANE SOCIETY OF SOUTHERN WISCONSIN | |||||||
| 4700 S COUNTY ROAD G | JANESVILLE | WI | 535469417 | NONE | PC | GENERAL OPERATING | $7,640 |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LN N | GOLDEN VALLEY | MN | 554224831 | NONE | PC | GENERAL OPERATING | $25,000 |
| FIELDSTONE FARM FOUNDATION INC | |||||||
| 198 MAD RIVER LN | ELSBERRY | MO | 633433229 | NONE | PC | GENERAL OPERATING | $10,000 |
| RESCUE VILLAGE FOUNDATION | |||||||
| 7840 MAYFIELD RD | CHESTERLAND | OH | 440262421 | NONE | PC | GENERAL OPERATING | $30,000 |
| LOW COST SPAY NEUTER WASHINGTON COUNTY I | |||||||
| 18 W PIKE ST | CANONSBURG | PA | 153171314 | NONE | PC | GENERAL OPERATING | $12,446 |
| MOCO KITTY KONTROL | |||||||
| PO BOX 31 | MALTA | OH | 437580031 | NONE | PC | GENERAL OPERATING | $8,000 |
| WILDLIFE IN NEED | |||||||
| PO BOX 2012 | BUELLTON | CA | 934272012 | NONE | PC | GENERAL OPERATING | $7,500 |
| WESTLAKE MEALS ON WHEELS | |||||||
| 2239 DOVER CENTER RD | WESTLAKE | OH | 441453156 | NONE | PC | GENERAL OPERATING | $10,000 |
| OHIO ANIMAL ADVOCATES | |||||||
| PO BOX 1161 | COLUMBUS | OH | 432161161 | NONE | PC | GENERAL OPERATING | $2,478 |
| BOONSHOFT MUSEUM OF DISCOVERY | |||||||
| 2600 DEWEESE PKWY | DAYTON | OH | 45414 | NONE | PC | GENERAL OPERATING | $12,950 |
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | |||||||
| 1729 WILLEY AVE | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING | $30,000 |
| CANINE COMPANIONS NORTH CENTRAL | |||||||
| 7480 NEW ALBANY CONDIT RD | NEW ALBANY | OH | 43054 | NONE | PC | GENERAL OPERATING | $15,000 |
| FRIENDS OF ANIMALS OF METRO DETROIT | |||||||
| 16121 RECKINGER RD | DEARBORN | MI | 48126 | NONE | PC | GENERAL OPERATING | $24,350 |
| FAYETTE REGIONAL HUMANE SOCIETY | |||||||
| 4 COMMERCIAL AVE | WASHINGTON COURT HOUSE | OH | 43160 | NONE | PC | GENERAL OPERATING | $13,500 |
| HUMANE SOCIETY OF WEST MICHIGAN | |||||||
| 3077 WILSON DR NW | GRAND RAPIDS | MI | 49534 | NONE | PC | GENERAL OPERATING | $25,000 |
| FOUND HOUSE INTERFAITH HOUSING NETWORK | |||||||
| 990 NASSAU ST | CINCINNATI | OH | 45206 | NONE | PC | GENERAL OPERATING | $15,000 |
| OHIO ANIMAL WELFARE FEDERATION | |||||||
| PO BOX 21328 | COLUMBUS | OH | 43221 | NONE | PC | GENERAL OPERATING | $25,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| 51 GOODMAN DR | CINCINNATI | OH | 45221 | NONE | PC | GENERAL OPERATING | $19,186 |
| VANDERBURGH HUMANE SOCIETY | |||||||
| 400 MILLNER INDUSTRIAL DR | EVANSVILLE | IN | 47710 | NONE | PC | GENERAL OPERATING | $29,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,410 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 14 | $41,362 | ||
| PARTNERSHIP INCOME | 900099 | $19,722 | ||
| FEDERAL TAX REFUND | 14 | $5,991 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,722 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $311,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $330,988 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 998156269 CHARITABLE MULTI ASS | AT COST | $16,479,579 | $17,600,256 |
| 9983229C7 GLAS FUNDS SPCSCOTT | AT COST | $854,747 | $1,374,837 |
| 998418100 PROTEUS SPC-1825 CAP | AT COST | $1,030,000 | $1,079,612 |
| 998260248 PRIVATE ADVISORS COI | AT COST | $7,670 | $62,104 |
| 998257704 CARLYLE PRIV EQTY AC | AT COST | $146,344 | $173,246 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $29,963 | $0 | $29,963 |
| STATE FILING/TAXES PAID | $200 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $5,991 | $0 |
| PARTNERSHIP INCOME | $61,084 | $41,362 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJ | Desc |
| Amt | $2,766 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $634 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,484 | $0 | $0 |
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