SCOTT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCOTT FOUNDATION (EIN 46-5100762)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202113149349101461
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T10:20:42-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADE TREE ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 BROADWAY SUITE 101B | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465100762 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scott Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O SHADE TREE KNAPP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SHADE TREE ADRIENNE KNAPP | InCareOfNm |
| Business Name Control | SCOT | BusinessNameControlTxt |
| Phone | 5182909460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 BROADWAY 101B | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DWIGHT SCOTT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5182909460 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DWIGHT | PersonFirstNm |
| Person Last | SCOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GAVIN MCGILLIVRAY | PreparerPersonNm |
| PTIN | P01609828 | PTIN |
| Phone | 5182909460 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,076,998 | 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 | $10,532 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $434 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,341 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,341 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $293,702 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,671 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $159,978 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,446 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $10,532 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,266 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,266 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,132 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,674 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,412 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $44,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,266 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,334 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,334 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$147,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,256 | CashBOYAmt |
| Cash EOY | $230,927 | CashEOYAmt |
| Cash EOYFMV | $230,927 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,185,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,961,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,835,972 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $10,099 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,099 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,277,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,202,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,076,998 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $72,667 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,667 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,277,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,130,197 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,277,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,130,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,277,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,202,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,277,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$147,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72,667 | OtherIncreasesAmt |
| Subtotal | $5,202,864 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,202,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ET | 2018-05-22 | 2020-06-19 | $14,302 | $10,722 | $3,580 | $3,580 |
| ISHARES RUSSELL 1000 GROWTH ET | 2019-09-18 | 2020-06-19 | $91,912 | $77,788 | $14,124 | $14,124 |
| ISHARES RUSSELL 1000 GROWTH ET | 2019-12-10 | 2020-06-19 | $7,437 | $6,648 | $789 | $789 |
| SPDR S&P 500 ETF TRUST | 2019-09-18 | 2020-06-19 | $142,553 | $137,895 | $4,658 | $4,658 |
| SPDR S&P 500 ETF TRUST | 2019-12-10 | 2020-06-19 | $37,498 | $37,978 | -$480 | -$480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,649 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,649 | SubtotalAmt |
| Tax Based On Investment Income | $1,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,851 | OverpaymentAmt |
| Applied To ES Tax | $5,851 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHADE TREE ADRIENNE KNAPP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5182909460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 268 BROADWAY 101B | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| D Dwight Scott | ||||||||
| 268 BROADWAY 101B | SARATOGA SPRINGS | NY | 12866 | Trustee | 0.5 | $0 | $0 | $0 |
| Mary Shannon Scott | ||||||||
| 268 BROADWAY 101B | SARATOGA SPRINGS | NY | 12866 | Trustee | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT | Description1Txt |
| Description2 | UNDER INTERNAL REVENUE CODE SECTION 501 (C) (3). | Description2Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Description2 | NONE | Description2Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,721,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,957,734 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,957,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,853,368 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,649 | TotalTaxAmt |
| Distributable Before Adj | $341,019 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $341,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $341,019 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,600 | 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 | $268,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $268,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $341,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $236,633 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $236,633 | AppliedToYear1Amt |
| Applied To Current Year | $31,967 | 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 |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $309,052 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | D DWIGHT SCOTT AND MARY SHANNON SC | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Darien Land Trust | |||||||
| PO BOX 1074 | Darien | CT | 06820 | None | PC | General Charitable | $1,000 |
| Darien Medical Services | |||||||
| PO Box 2066 | Darien | CT | 06820 | None | PC | General Charitable | $1,000 |
| Convent of St Brigitta | |||||||
| 4 Runkenhage Road | Darien | CT | 06820 | None | General Charitable | $1,000 | |
| University of North Carolina | |||||||
| PO Box 309 | Chapel Hill | NC | 27514 | None | PC | General Charitable | $50,000 |
| University of Pennsylvania | |||||||
| 2929 Walnut Street | Philadelphia | PA | 19104 | None | PC | General Charitable | $25,000 |
| University of Texas at Austin | |||||||
| PO Box 7458 | Austin | TX | 78713 | None | PC | General Charitable | $16,667 |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | None | PC | General Charitable | $5,000 |
| Yale University | |||||||
| PO Box 2038 | New Haven | CT | 06521 | None | General Charitable | $5,000 | |
| Year Up | |||||||
| 45 Milk Street 9th Floor | Boston | MA | 02109 | None | PC | General Charitable | $50,000 |
| A Better Chance | |||||||
| PO Box 3204 | Darien | CT | 06820 | None | PC | General Charitable | $1,000 |
| Darien Fire Department | |||||||
| 848 Post Road | Darien | CT | 06820 | None | PC | General Charitable | $1,000 |
| Community Fund of Darien | |||||||
| 30 Old Kings Hwy S PO BOX 926 | Darien | CT | 06820 | None | PC | General Charitable | $1,000 |
| Warriors and Quiet Waters | |||||||
| 351 Evergreen Dr Suite A | Bozeman | MT | 59715 | None | PC | General Charitable | $1,000 |
| Darien Police Association | |||||||
| PO Box 53 | Darien | CT | 06820 | None | General Charitable | $1,000 | |
| Doctors Without Borders | |||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | None | PC | General Charitable | $1,000 |
| Families Empowered | |||||||
| 7447 Harwin Drive Suite 246 | Houston | TX | 77036 | None | PC | General Charitable | $1,000 |
| Lake Rabun Annual Fund | |||||||
| 615 Oak Street Suite 1300 | Gainesville | GA | 30501 | None | General Charitable | $25,000 | |
| Lakemmont Wiley Fire Department | |||||||
| PO Box 171 | Lakemont | GA | 30552 | None | General Charitable | $1,000 | |
| Marist School | |||||||
| 3790 Ashford Dunwoody Rd NE | Atlanta | GA | 30319 | None | PC | General Charitable | $2,500 |
| Dance Lab New York | |||||||
| 433 West 34th St - Suite 19A | New York | NY | 10001 | None | PC | General Charitable | $500 |
| University of Texas at Austin | |||||||
| PO Box 7458 | Austin | TX | 78713 | None | PC | General Charitable | $16,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $207,334 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,341 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,671 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $149,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,446 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | D DWIGHT SCOTT MARY SHANNON SCOT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O STA 268 Broadway Suite 101B | AddressLine1Txt |
| City | SARATOGA SPRINGS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,532 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHADE TREE FEES | CategoryTxt |
| Amt | $10,532 | Amt |
| Net Investment Income | $5,266 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS #837 | $277,711 | $1,189,034 |
| GOLDMAN SACHS #558 | $4,684,127 | $6,646,938 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $10,099 | EOYBookValueAmt |
| EOYFMV | $10,099 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OVER COST BASIS FOR STOCK | $0 |
| DONATED TO THE FOUNDATION | $0 |
| OTHER ADJUSTMENTS | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS (DONATIONS PAYABLE) | Desc |
| Amt | $72,667 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATIONS PAYABLE | Desc |
| EOY Book Value | $72,667 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,132 | Amt |
| Net Investment Income | $23,132 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,412 | $2,412 |
| FEDERAL TAXES | $8,262 |
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