KENNETH A SCOTT CHAR TR UA: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH A SCOTT CHAR TR UA (EIN 34-7034544)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202333119349101728
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T14:00:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 SUITE 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 | 2022-01-01 | 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 BYP S CHMURA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166897663 | PhoneNum |
| Signature | 2023-10-18 | 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 | 2023-10-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,377,285 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $188,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,645 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$361,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,969,343 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $26,067 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,827 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$146,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,472 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $143,367 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $107,525 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,842 | 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 | $25,988 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,988 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,788 | 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 | $18,582 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,851 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,725 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,256 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $922,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $922,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,127,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,256 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,000,967 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,273,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,216 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $227,064 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $571,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $571,174 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $20,890,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,283,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,806,111 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,118,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,854,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,377,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,118,005 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,854,561 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,118,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,854,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,118,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,854,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,118,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,273,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,000 | OtherIncreasesAmt |
| Subtotal | $19,854,634 | SubtotalAmt |
| Other Decreases | $73 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,854,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 36265.02 CHARITABLE MULTI ASSET FUND | 2000-02-18 | 2022-06-27 | $793,000 | $843,198 | -$50,198 | -$50,198 |
| 38548.51 CHARITABLE MULTI ASSET FUND | 2000-02-18 | 2022-07-14 | $820,000 | $894,462 | -$74,462 | -$74,462 |
| 26017.89 CHARITABLE MULTI ASSET FUND | 2000-02-18 | 2022-12-28 | $550,000 | $592,755 | -$42,755 | -$42,755 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$361,072 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,185 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,185 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,351 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,351 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,166 | OverpaymentAmt |
| Applied To ES Tax | $1,188 | AppliedToESTaxAmt |
| Refund | $5,978 | 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 | 2168134570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0150 | 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 | $143,367 |
| 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 | $20,933,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,933,906 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,933,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $314,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,619,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,030,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,030,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,185 | TotalTaxAmt |
| Distributable Before Adj | $1,029,810 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,039,810 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,039,810 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,000,967 | 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 | $1,000,967 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,039,810 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $1,000,967 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,000,967 | 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 | $38,843 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SPAY AND STAY | |||||||
| PO BOX 145 | GRAYSLAKE | IL | 600300145 | NONE | PC | GENERAL OPERATING | $12,500 |
| ASPCA | |||||||
| 424 EAST 92ND ST | NEW YORK | NY | 101286804 | NONE | PC | GENERAL OPERATING | $20,000 |
| HUMANE SOCIETY OF NEW YORK | |||||||
| 306 E 59TH ST | NEW YORK | NY | 100222006 | NONE | PC | GENERAL OPERATING | $10,000 |
| ANIMAL WELFARE INSTITUTE | |||||||
| 900 PENNSYLVANIA AVE SE | WASHINGTON | DC | 200032140 | NONE | PC | GENERAL OPERATING | $18,885 |
| MOHAWK AND HUDSON RIVER HUMANE SOCIETY | |||||||
| 3 OAKLAND AVE | MENANDS | NY | 122042718 | NONE | PC | GENERAL OPERATING | $24,200 |
| ERIE COUNTY SPCA | |||||||
| 300 HARLEM RD | WEST SENECA | NY | 142241826 | NONE | PC | GENERAL OPERATING | $10,000 |
| HUMANE SOCIETY OF ROCHESTER AND MONROE C | |||||||
| 99 VICTOR RD | FAIRPORT | NY | 144509582 | NONE | PC | GENERAL OPERATING | $25,000 |
| PETFIX NORTHEAST OHIO INC | |||||||
| 885 E 222ND ST | CLEVELAND | OH | 441233313 | NONE | PC | GENERAL OPERATING | $10,000 |
| HUMANE SOCIETY OF SUMMIT COUNTY | |||||||
| 7996 DARROW ROAD | TWINSBURG | OH | 440876822 | NONE | PC | GENERAL OPERATING | $30,000 |
| SOCIETY FOR THE IMPROVEMENT OF CONDITION | |||||||
| 8172 WASHINGTON CHURCH RD | WASHINGTN TWP | OH | 454581702 | NONE | PC | GENERAL OPERATING | $11,000 |
| OHIO ANIMAL HEALTH FOUNDATION | |||||||
| 1472 MANNING PKWY | POWELL | OH | 430659171 | NONE | PC | GENERAL OPERATING | $18,500 |
| TREE HOUSE HUMANE SOCIETY | |||||||
| 7225 N WESTERN AVE | CHICAGO | IL | 606451811 | NONE | PC | GENERAL OPERATING | $25,000 |
| TAMARACK WILDLIFE CENTER | |||||||
| 21601 STULL RD | SAEGERTOWN | PA | 164335653 | NONE | PC | GENERAL OPERATING | $15,000 |
| BEGIN AGAIN HORSE RESCUE INC | |||||||
| PO BOX 28 | HONEOYE | NY | 144710028 | NONE | PC | GENERAL OPERATING | $5,000 |
| 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 | $13,000 |
| HUMANE SOCIETY OF GREATER DAYTON | |||||||
| 1661 NICHOLAS RD | DAYTON | OH | 454176714 | NONE | PC | GENERAL OPERATING | $25,000 |
| BRUKNER NATURE CENTER | |||||||
| 5995 HORSESHOE BEND RD | TROY | OH | 453739485 | NONE | PC | GENERAL OPERATING | $7,193 |
| 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 |
| HUMANE SOCIETY OF THE OHIO VALLEY | |||||||
| 90 MOUNT TOM RD | MARIETTA | OH | 457506814 | NONE | PC | GENERAL OPERATING | $10,000 |
| 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 | $25,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 441061701 | NONE | PC | GENERAL OPERATING | $30,000 |
| THE CLEVELAND ANIMAL PROTECTIVE LEAGUE | |||||||
| 1729 WILLEY AVE | CLEVELAND | OH | 441134302 | NONE | PC | GENERAL OPERATING | $50,000 |
| LAKE HUMANE SOCIETY | |||||||
| 7564 TYLER BLVD STE E | MENTOR | OH | 440609400 | NONE | PC | GENERAL OPERATING | $11,000 |
| OHIO BIRD SANCTUARY | |||||||
| 3774 ORWILER RD | MANSFIELD | OH | 449038655 | NONE | PC | GENERAL OPERATING | $20,000 |
| HAPPY TRAILS FARM ANIMAL SANCTUARY INC | |||||||
| 5623 NEW MILFORD RD | RAVENNA | OH | 442663830 | NONE | PC | GENERAL OPERATING | $10,000 |
| NATURE CENTER AT SHAKER LAKES | |||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 44120 | NONE | PC | GENERAL OPERATING | $10,000 |
| HUMANE SOCIETY OF INDIANAPOLIS INC | |||||||
| 7929 NORTH MICHIGAN ROAD | INDIANAPOLIS | IN | 462681915 | NONE | PC | GENERAL OPERATING | $20,000 |
| TAILS HUMANE SOCIETY | |||||||
| 2250 BARBER GREENE RD | DEKALB | IL | 601158409 | NONE | PC | GENERAL OPERATING | $10,000 |
| BLOOMINGTON PETS ALIVE INC | |||||||
| 2444 S WALNUT ST | BLOOMINGTON | IN | 474017730 | NONE | PC | GENERAL OPERATING | $40,000 |
| METRO EAST HUMANE SOCIETY | |||||||
| 8495 STATE ROUTE 143 | EDWARDSVILLE | IL | 620256847 | NONE | PC | GENERAL OPERATING | $12,583 |
| HUMANE SOCIETY OF HURON VALLEY | |||||||
| 3100 CHERRY HILL RD | ANN ARBOR | MI | 481059504 | NONE | PC | GENERAL OPERATING | $20,000 |
| CAPITAL AREA HUMANE SOCIETY | |||||||
| 7095 W GRAND RIVER AVE | LANSING | MI | 489069139 | NONE | PC | GENERAL OPERATING | $20,350 |
| FRIENDS FOR ANIMALS OF METRO DETROIT | |||||||
| 2661 GREENFIELD RD | DEARBORN | MI | 481201325 | NONE | PC | GENERAL OPERATING | $14,000 |
| STORM | |||||||
| PO BOX 54365 | PEARL | MS | 392884365 | NONE | PC | GENERAL OPERATING | $10,500 |
| WISCONSIN HUMANE SOCIETY | |||||||
| 4500 W WISCONSIN AVE | MILWAUKEE | WI | 532083156 | NONE | PC | GENERAL OPERATING | $30,000 |
| OSHKOSH AREA HUMANE SOCIETY INC | |||||||
| 1925 SHELTER CT | OSHKOSH | WI | 549012091 | NONE | PC | GENERAL OPERATING | $10,000 |
| ANIMAL HUMANE SOCIETY | |||||||
| 845 MEADOW LN N | GOLDEN VALLEY | MN | 554224831 | NONE | PC | GENERAL OPERATING | $25,000 |
| NORTHWOODS HUMANE SOCIETY | |||||||
| PO BOX 264 | WYOMING | MN | 550920264 | NONE | PC | GENERAL OPERATING | $5,000 |
| FIELDSTONE FARM FOUNDATION INC | |||||||
| 198 MAD RIVER LN | ELSBERRY | MO | 633433229 | NONE | PC | GENERAL OPERATING | $5,000 |
| MISTY EYES DOG SHELTER & HUMANE EDUCATIO | |||||||
| PO BOX 1202 | BROWNSBURG | IN | 461125202 | NONE | PC | GENERAL OPERATING | $7,500 |
| EMMANUEL HOSPICE | |||||||
| 401 HALL ST SW STE 263 | GRAND RAPIDS | MI | 495034988 | NONE | PC | GENERAL OPERATING | $5,000 |
| ROBYNES NEST | |||||||
| 7602 TALBERT AVE STE F | HUNTINGTN BCH | CA | 926481301 | NONE | PC | GENERAL OPERATING | $4,825 |
| ALLEY CAT ALLIES INCORPORATED | |||||||
| 7920 NORFOLK AVE STE 600 | BETHESDA | MD | 208142525 | NONE | PC | GENERAL OPERATING | $2,500 |
| WILDLIFE IN NEED | |||||||
| PO BOX 2012 | BUELLTON | CA | 934272012 | NONE | PC | GENERAL OPERATING | $5,000 |
| OHIO ANIMAL ADVOCATES | |||||||
| PO BOX 1161 | COLUMBUS | OH | 432161161 | NONE | PC | GENERAL OPERATING | $3,250 |
| FRANKIES FRIENDS | |||||||
| 2913 THORNROSE LN | MT PLEASANT | SC | 294669331 | NONE | PC | GENERAL OPERATING | $10,000 |
| COMMUNICATION ALLIANCE TO NETWORK THOROU | |||||||
| 8619 EDGEWOOD PARK DR | COMMERCE TWP | MI | 483824442 | NONE | PC | GENERAL OPERATING | $12,500 |
| ANIMAL FRIENDS | |||||||
| 1820 PRINCETON RD | HAMILTON | OH | 45011 | NONE | PC | GENERAL OPERATING | $10,000 |
| CANINE COMPANIONS NORTH CENTRAL | |||||||
| 7480 NEW ALBANY CONDIT RD | NEW ALBANY | OH | 43054 | NONE | PC | GENERAL OPERATING | $15,000 |
| LEAGUE OF ANIMAL WELFARE | |||||||
| 4193 TAYLOR RD | BATAVIA | OH | 45103 | NONE | PC | GENERAL OPERATING | $10,000 |
| OHIO ANIMAL WELFARE FEDERATION | |||||||
| PO BOX 21328 | COLUMBUS | OH | 43221 | NONE | PC | GENERAL OPERATING | $25,000 |
| PET FRIENDLY SERVICES | |||||||
| 1100 W 42ND ST 205 | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING | $25,000 |
| SAVING PETS ONE AT A TIME | |||||||
| 970 E GOSHEN RUN RD | CHESTERHILL | OH | 43728 | NONE | PC | GENERAL OPERATING | $8,000 |
| UNIVERSITY OF CINCINNATI | |||||||
| 51 GOODMAN DR | CINCINNATI | OH | 45221 | NONE | PC | GENERAL OPERATING | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $922,286 | 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 | $188,645 | 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 | -$361,072 | 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 | $5,827 | ||
| PARTNERSHIP INCOME | 900099 | $5,701 | ||
| FEDERAL TAX REFUND | 14 | $14,539 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,701 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$152,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$146,360 | 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 | $25,988 | Amt |
| Disbursements Charitable Prps | $25,988 | 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 | $17,224,751 | $16,110,746 |
| 9983229C7 GLAS FUNDS SPCSCOTT | AT COST | $854,747 | $1,354,701 |
| 998418100 PROTEUS SPC-1825 CAP | AT COST | $1,030,000 | $981,233 |
| 998260248 PRIVATE ADVISORS COI | AT COST | $36,646 | $155,672 |
| 998257704 CARLYLE PRIV EQTY AC | AT COST | $137,243 | $203,759 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJ | Desc |
| Amt | $73 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $16,651 | $0 | $16,651 |
| STATE FILING/TAXES PAID | $200 | $0 | $200 |
| FROM PARTNERSHIP/S-CORP | $1,731 | $1,731 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $11,528 | $5,827 |
| FEDERAL TAX REFUND | $14,539 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS PAID | Desc |
| Amt | $10,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $8,437 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $8,351 | $0 | $0 |
Comments