SCOTT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FOUNDATION INC (EIN 45-4330408)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-07-17
- IRS object ID
- 202341989349100129
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-17T14:05:56-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454330408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 4129998089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 SOUTH MAIN STREET 404 | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY SHIREY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4129998089 | PhoneNum |
| Signature | 2023-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | SHIREY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GINA A DEIULIIS CPA | PreparerPersonNm |
| PTIN | P00440458 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2023-07-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,961,623 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,402 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,062,461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,265,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,402 | 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 |
| Legal Fees Rev And Expnss | $1,637 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $819 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $818 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,569 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,285 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,284 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $160 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $156,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $700 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,410 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,742,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,742,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,911,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,747,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $354,036 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,104,393 | CashBOYAmt |
| Cash EOY | $2,136,582 | CashEOYAmt |
| Cash EOYFMV | $2,136,582 | CashEOYFMVAmt |
| Other Assets BOY | $34,622,431 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,825,041 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,825,041 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,726,824 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,961,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,961,623 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $150 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $262 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $262 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $35,726,674 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,961,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,726,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,961,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,726,824 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,961,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,726,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $354,036 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $36,080,710 | SubtotalAmt |
| Other Decreases | $119,349 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,961,361 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,744 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,744 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,744 | OverpaymentAmt |
| Applied To ES Tax | $28,744 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT FOUNDATION INC | IndividualWithBooksNm |
| Phone | 4129998089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 SOUTH MAIN STREET SUITE 404 | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL Z SCOTT | ||||||||
| 1225 SOUTH MAIN STREET SUITE 404 | GREENSBURG | PA | 15601 | PRESIDENT & SECRETARY | 2.00 | $0 | $0 | $0 |
| JOSEPH D'ASTOLFO | ||||||||
| 1225 SOUTH MAIN STREET SUITE 404 | GREENSBURG | PA | 15601 | TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| LARRY SHIREY | ||||||||
| 1225 SOUTH MAIN STREET SUITE 404 | GREENSBURG | PA | 15601 | PRESIDENT, SECRETARY & DIRECTOR | 8.00 | $0 | $0 | $0 |
| GERALD M POPOVEC | ||||||||
| 1225 SOUTH MAIN STREET SUITE 404 | GREENSBURG | PA | 15601 | DIRECTOR | 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 | $759,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,290,882 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,050,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,050,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $540,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,509,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,775,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,775,494 | MinimumInvestmentReturnAmt |
| Income Tax | $200,616 | IncomeTaxAmt |
| Total Tax | $200,616 | TotalTaxAmt |
| Distributable Before Adj | $1,574,878 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,574,878 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,574,878 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,747,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,747,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,574,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,611,101 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,747,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,611,101 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,451 | 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 | $1,438,427 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMUEL Z SCOTT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| GROVE CITY COLLEGE | ||||||
| 100 CAMPUS DRIVE | GROVE CITY | PA | 16127 | ANNUAL FUND | $20,000 | |
| HAZLETON ART LEAGUE | ||||||
| 31 WEST BROAD STREET | HAZLETON | PA | 18201 | UNRESTRICTED FUNDS | $1,500 | |
| THE PITTSBURGH FOUNDATION | ||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | HEMPFIELD TWP. PARKS FUND | $2,500 | |
| WESTERN PA APPRENTICESHIP TRAINING TRUST FUND | ||||||
| 2360 VENTURE DRIVE | GIBSONIA | PA | 15044 | APPRENTICESHIP TRAINING | $7,000 | |
| ALLEGANY COLLEGE OF MARYLAND FOUNDATION | ||||||
| 12401 WILLOWBROOK RD SE | CUMBERLAND | MD | 21502 | ENERGY CONSERVATION | $60,000 | |
| AMERICAN RED CROSS | ||||||
| 351 HARVEY AVE SUITE B | GREENSBURG | PA | 15601 | BLOOD SAVES LIVES: FIGHTING CANCER | $10,000 | |
| ANGELS JOURNEY HOME ANIMAL RESCUE | ||||||
| 4531 STATE RT 51 N | BELLE VERNON | PA | 15012 | LIGHTING MAINTENANCE | $5,000 | |
| FOUNDATION FOR CALIFORNIA UNIVERSITY OF PA | ||||||
| PO BOX 668 | CALIFORNIA | PA | 15419 | UNRESTRICTED | $5,000 | |
| CHURCH OF JESUS CHRIST | ||||||
| 233 MILLERTOWN RD | NORMALVILLE | PA | 15469 | MILLER MEMORIAL SCHOLARSHIP | $500 | |
| COMMUNITY FOUNDATION OF GREENE COUNTY | ||||||
| PO BOX 768 | WAYNESBURG | PA | 15370 | EQUIPMENT UPGRADE | $40,000 | |
| CRYSTAL FIRE DEPARTMENT | ||||||
| PO BOX C | ST MARYS | PA | 15857 | EQUIPMENT UPGRADE | $26,000 | |
| DAVIS & ELKINS COLLEGE | ||||||
| 100 CAMPUS DRIVE | ELKINS | WV | 26241 | UNRESTRICTED | $5,000 | |
| GEORGE JUNIOR REPUBLIC | ||||||
| 233 GEORGE JUNIOR RD | GROVE CITY | PA | 16127 | UNRESTRICTED | $5,000 | |
| GOWANDA VOLUNTEER FIRE CO | ||||||
| 230 ALDRICH ST | GOWANDA | NY | 14070 | ENERGY MAINTENANCE | $2,500 | |
| FOUNDATION FOR INDIANA UNIVERSITY OF PA | ||||||
| G-1 SUTTON HALL SUITE 301 1011 | INDIANA | PA | 15705 | UNRESTRICTED | $10,000 | SOUTH DRIVE |
| LILLY WASHINGTON WAR MEMORIAL ASSOC | ||||||
| 514 WILLOW STREET | LILLY | PA | 15938 | EQUIPMENT REPLACEMENT | $30,000 | |
| LITTLE SISTERS OF THE POOR | ||||||
| 1028 BENTON AVE | PITTSBURGH | PA | 15212 | ENERGY EFFICIENCY | $20,000 | |
| NEW MARKET DISTRICT VOLUNTEER FIRE & RESCUE | ||||||
| PO BOX 925 | NEW MARKET | MD | 21774 | ENERGY EFFICIENCY | $5,000 | |
| NORTH BESSEMER COMMUNITY VFD | ||||||
| 1701 LEECHBURG RD | PITTSBURGH | PA | 15235 | EQUIPMENT & ENERGY UPGRADE | $30,000 | |
| PATTON FIRE COMPANY NO 1 | ||||||
| 410 MAGEE AVE | PATTON | PA | 16668 | ENERGY MAINTENANCE | $9,000 | |
| SLIPPERY ROCK UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 233 | SLIPPERY ROCK | PA | 16057 | UNRESTRICTED | $10,000 | |
| STOCKDALE VOLUNTEER FIRE DEPT | ||||||
| PO BOX 394 | STOCKDALE | PA | 15483 | ENVIRONMENTAL CONSERVATION | $20,000 | |
| TURKEYTOWN-SOUTH HUNTINGDON TWP VOL FIRE CO | ||||||
| 90 SUPERVISOR DR | WEST NEWTON | PA | 15089 | ENERGY EFFICIENT UPGRADE | $60,000 | |
| SGR FOUNDATION | ||||||
| 1515 POPLAR STREET | GREENSBURG | PA | 15601 | EQUIPMENT UPGRADE | $43,000 | |
| GREENSBURG VOLUNTEER FIRE CO #1 | ||||||
| 6 MCLAUGHLIN DRIVE | GREENSBURG | PA | 15601 | EQUIPMENT REPLACEMENT | $56,000 | |
| THE AEROBIC CENTER | ||||||
| 526 NEW ALEXANDRIA RD | GREENSBURG | PA | 15601 | EQUIPMENT REPLACEMENT | $50,000 | |
| MINNIE HAMILTON HEALTH SYSTEM | ||||||
| 186 HOSPITAL DRIVE | GRANTSVILLE | WV | 26147 | EQUIPMENT REPLACEMENT | $48,000 | |
| SOUTHWEST GREENSBURG FIRE DEPT | ||||||
| 401 GUTHRIE STREET | GREENSBURG | PA | 15601 | UNRESTRICTED | $15,000 | |
| SUTERSVILLE VOLUNTEER FIRE DEPT | ||||||
| 320 MUNICIPAL AVE | SUTERSVILLE | PA | 15083 | EQUIPMENT UPGRADE | $10,000 | |
| VETERANS OF FOREIGN WARS POST #33 | ||||||
| 51 E PITTSBURGH STREET | GREENSBURG | PA | 15601 | FACILITIES MAINTENANCE | $20,250 | |
| YOUNGWOOD VOLUNTEER HOSE CO #1 | ||||||
| PO BOX 1013 | YOUNGWOOD | PA | 15697 | EQUIPMENT UPGRADE | $25,000 | |
| THE SALVATION ARMY | ||||||
| 50 E KING STREET | YORK | PA | 17401 | ENERGY EFFICIENCY | $7,500 | |
| MT PLEASANT GLASS & ETHNIC FESTIVAL FOUNDATION | ||||||
| MUNICIPAL BUILDING 1 ETZE AVE | MT PLEASANT | PA | 15666 | SAFETY UPGRADES | $32,000 | |
| HABITAT FOR HUMANITY OF GREATER CENTRE COUNTY | ||||||
| 1155 ZION RD | BELLEFONTE | PA | 16823 | HABITAT HOUSE | $2,500 | |
| EVERSON VOLUNTEER FIRE COMPANY | ||||||
| 114 JONES STREET | EVERSON | PA | 15631 | ENERGY EFFICIENCY | $12,000 | |
| COLLINGTON LIFE CARE COMMUNITY | ||||||
| 10450 LOTTSFORD RD | MITCHELLVILLE | MD | 20721 | ENERGY EFFICIENCY | $2,000 | |
| MIDDLE TAYLOR TOWNSHIP VOLUNTEER FIRE CO | ||||||
| 688 BENSHOFF HILL RD | JOHNSTOWN | PA | 15906 | EQUIPMENT UPGRADE | $45,000 | |
| PLEASANT UNITY VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 197 | PLEASANT UNITY | PA | 15676 | SECURITY /TECHNICAL UPGRADE | $10,000 | |
| MUTUAL AID AMBULANCE SERVICE INC | ||||||
| 561 WEST OTTERMAN STREET | GREENSBURG | PA | 15601 | EQUIPMENT UPGRADE | $10,000 | |
| LAURELVILLE MENNONITE CHURCH CENTER | ||||||
| 941 LAURELVILLE LANE | MT PLEASANT | PA | 15666 | FACILITY/ EQUIPMENT UPGRADE | $20,000 | |
| FOREST HILLS VOLUNTEER FIRE COMPANY | ||||||
| 2067 ARDMORE BLVD | PITTSBURGH | PA | 15221 | FACILITIES MAINTENANCE | $3,000 | |
| DUNNSTOWN FIRE COMPANY | ||||||
| 119 WOODWARD AVE | LOCK HAVEN | PA | 17745 | ENERGY EFFICIENCY/ EQUIPMENT UPGRADE | $42,000 | |
| SCOTTDALE VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 73 | SCOTTDALE | PA | 15683 | SAFETY EQUIPMENT UPGRADE | $10,000 | |
| ALBERT GALLATIN EDUCATION FOUNDATION | ||||||
| 2625 MORGANTOWN RD | UNIONTOWN | PA | 15401 | EQUIPMENT UPGRADE | $80,000 | |
| BLAIR COUNTY ANIMAL EDUCATIONAL CENTER | ||||||
| 393 LGOU RD | TYRONE | PA | 16686 | INTERN QUARTERS | $1,600 | |
| COMMUNITY FOUNDATION OF THE ALLEGHENIES | ||||||
| 216 FRANKLIN ST SUITE 400 | JOHNSTOWN | PA | 15901 | CONSTRUCTION TRADES PROGRAM LAUNCH | $50,000 | |
| BENDER LEADERSHIP ACADEMY | ||||||
| 3 PENN CENTER WEST SUITE 223 | PITTSBURGH | PA | 15276 | WESTMORELAND COUNTY PROGRAM EXPANSION | $15,000 | |
| DAWSON VOLUNTEER FIRE COMPANY | ||||||
| PO BOX 342 | DAWSON | PA | 15428 | ENERGY EFFICIENT UPGRADE | $12,000 | |
| DRYRIDGE VOLUNTEER FIRE DEPARTMENT | ||||||
| 116 WHITE SCHOOL RD | GREENSBURG | PA | 15601 | EQUIPMENT UPGRADE | $32,000 | |
| HANOVER VFD INC | ||||||
| 9 STARCK DR | BURGETTSTOWN | PA | 15021 | EQUIPMENT UPGRADE | $40,000 | |
| FAIRMONT-HAHNTOWN VOLUNTEER FIRE DEPARTMENT | ||||||
| 890 ROSE ST | NORTH HUNTINGDON | PA | 15642 | EQUIPMENT UPGRADE | $13,500 | |
| IRWIN VOLUNTEER FIRE DEPARTMENT | ||||||
| 518 WESTERN AVE | IRWIN | PA | 15642 | EQUIPMENT UPGRADE | $10,000 | |
| MANOR VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 567 | MANOR | PA | 15665 | ENERGY EFFICIENT & EQUIPMENT UPGRADE | $20,000 | |
| PA ELITE INC | ||||||
| 1331 MT PLEASANT RD | WEST NEWTON | PA | 15089 | YOUTH DEVELOPMENT PROGRAM | $8,000 | |
| PATRIOT PARK FOUNDATION | ||||||
| 6150 LINCOLN HIGHWAY | STOYSTOWN | PA | 15563 | US GLOBAL WAR ON TERRORISM MEMORIAL | $2,500 | |
| PENN STATE HEALTH | ||||||
| PO BOX 804 | HERSHEY | PA | 17033 | GREEN ENERGY | $20,000 | |
| PITCARE INC | ||||||
| 526 3RD STREET | PITCAIRN | PA | 15140 | ENERGY EFFICIENT & EQUIPMENT UPGRADE | $100,000 | |
| PITTSBURGH CULTURAL TRUST | ||||||
| 803 LIBERTY AVE | PITTSBURGH | PA | 15090 | ENERGY EFFICIENCY | $3,200 | |
| SOUTHWEST GREENSBURG FIRE DEPARTMENT | ||||||
| 401 GUTHRIE ST | GREENSBURG | PA | 15601 | ENERGY UPGRADE | $15,000 | |
| SOUTH BUFFALO TWP VOLUNTEER FIRE DEPARTMENT | ||||||
| 100 FIREHALL RD | FREEPORT | PA | 16229 | ENERGY EFFICIENCY | $3,000 | |
| SPANGLER FIRE COMPANY | ||||||
| PO BOX 454 | NORTHERN CAMBRIA | PA | 15714 | ENERGY EFFICIENT UPGRADE | $2,200 | |
| WARREN COUNTY FAIR INC | ||||||
| PO BOX 230 | PITTSFIELD | PA | 16340 | INFRASTRUCTURE UPGRADE | $20,000 | |
| WESTMORELAND INTERMEDIATE UNIT FOUNDATION | ||||||
| 102 EQUITY DR | GREENSBURG | PA | 15601 | CLAIRVIEW GREENHOUSE PROJECT | $60,000 | |
| YMCA DUBOIS | ||||||
| 25 PARKWAY DR | DUBOIS | PA | 15801 | STRONG KIDS ANNUAL SUPPORT CAMPAIGN | $2,500 | |
| YOUNGWOOD AREA PARK AND POOL ENTERPRISE LLC | ||||||
| 801 S 10TH ST | YOUNGWOOD | PA | 15697 | FACILITIES MAINTENANCE/EQUIPMENT UPGRADE | $17,000 | |
| YOUNGWOOD VOLUNTEER HOSE CO #1 | ||||||
| 104 S 2ND ST | YOUNGWOOD | PA | 15697 | FACILITIES MAINTENANCE | $50,000 | |
| FAIRFIELD TOWNSHIP VOLUNTEER FIRE COMPANY #1 | ||||||
| 5414 RT 711 | NEW FLORENCE | PA | 15944 | EQUIPMENT UPGRADE | $85,000 | |
| SOLEBURY SCHOOL | ||||||
| 6832 PHILLIPS MILL RD | NEW HOPE | PA | 18938 | ENERGY EFFICIENT UPGRADE | $15,000 | |
| ALIQUIPPA IMPACT | ||||||
| PO BOX 227 | ALIQUIPPA | PA | 15001 | FACILITIES SAFETY UPGRADE | $18,000 | |
| LEHIGH UNIVERSITY | ||||||
| 681 TAYLOR ST | BETHLEHEM | PA | 18015 | ENERGY EFFICIENT UPGRADE | $50,000 | |
| PENN HIGHLANDS BROOKVILLE | ||||||
| 100 HOSPITAL RD | BROOKVILLE | PA | 15825 | EQUIPMENT UPGRADE | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,742,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,402 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,062,461 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,062,461 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,065,863 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMUEL Z SCOTT LIVING TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX S | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,569 | Amt |
| Net Investment Income | $3,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,284 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OWNERSHIP - CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 5, PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | NAME 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} NO | MediumExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,637 | LegalFeesAmt |
| Net Investment Income | $819 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $818 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN SCOTT ENTERPRISES | $3,193,766 | $3,371,925 | $3,371,925 |
| INVESTMENT IN SE HOLDINGS, INC | $31,428,665 | $30,453,116 | $30,453,116 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT OF DONATED SECURITIES | Desc |
| Amt | $119,349 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES EXPENSE | Desc |
| Revenue And Expenses Per Books | $3,410 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME | Desc |
| Revenue And Expenses Per Books | $1,062,461 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $150 | BOYBookValueAmt |
| EOY Book Value | $262 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OUTSIDE CONTRACT SERVICES | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $156,576 | $0 | $0 |
| FRANCHISE TAX | $25 | $0 | $0 |
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