BETA

W R SCOTT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
W R SCOTT FOUNDATION (EIN 45-3738523)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201803199349102215
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T11:46:22-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN475623328PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1D WITTMERS CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15801 SOUNDVIEW SUITE 151AddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98335ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453738523EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1W R SCOTT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWRSCBusinessNameControlTxt
Phone2532653311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12129 - 50TH AVENUE NWAddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP983357517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER SCOTTPersonNm
Person TitleVP & DIRECTORPersonTitleTxt
Phone2532653311PhoneNum
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDEBORAH WITTMERSPreparerPersonNm
PTINP00048218PTIN
Phone2535146773PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.182.150.239IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-14IPDt
IP Tm09:48:38IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC5E1E4D9886F7B576EE128FA7132D657CB646E2CAtSubmissionCreationDeviceId
At Submission Filing Device IdC5E1E4D9886F7B576EE128FA7132D657CB646E2CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,436,953FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,559,310ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$54,495InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$54,495InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$124,791DividendsRevAndExpnssAmt
Dividends Net Invst Incm$124,791DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$245,968NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,730,974GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$245,968CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,984,564TotalRevAndExpnssAmt
Total Net Invst Incm$425,254TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$47,574OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,574OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,799TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,799TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$52,373TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,373TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,573TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,373TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,872,991ExcessRevenueOverExpensesAmt
Net Investment Income$372,881NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$498,235CashEOYAmt
Cash EOYFMV$498,235CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,211,918USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,192,228USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$5,364,567CorporateStockEOYAmt
Corporate Stock EOYFMV$5,578,972CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$2,354,196CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,341,474CorporateBondsEOYFMVAmt
Mortgage Loans BOY$0MortgageLoansBOYAmt
Mortgage Loans EOY$1,669,296MortgageLoansEOYAmt
Mortgage Loans EOYFMV$1,653,116MortgageLoansEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$3,837,122OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,247,928OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,925,000LandBldgEquipCostOrOtherBssAmt
Land BOY$0LandBOYAmt
Land EOY$1,925,000LandEOYAmt
Land EOYFMV$1,925,000LandEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$17,860,334TotalAssetsEOYAmt
Total Assets EOYFMV$18,436,953TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$17,860,334RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,860,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,860,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,872,991ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$17,872,991SubtotalAmt
Other Decreases$12,657OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,860,334TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
US TRUST -SHORT TERMP$5,164,800$5,131,592$33,208$33,208
US TRUST - LONG TERMP$11,566,174$11,353,414$212,760$212,760
FieldValueIRS element (for citing)
Capital Gain Net Income$245,968CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$12,362,015NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,729NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,729AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$59,200QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,729InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,729SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,729TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Es Penalty$116EsPenaltyAmt
Overpayment$6,155OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$6,155RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROGER M SCOTTIndividualWithBooksNm
Phone2532653311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12129 - 50TH AVENUE NWAddressLine1Txt
CityGIG HARBORCityNm
State AbbreviationWAStateAbbreviationCd
ZIP983357517ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROGER M SCOTT
2129 - 50TH AVENUE NWGIG HARBORWA983357517VP, SECRETARY & DIRECTOR0.00$0$0$0
GREGORY W SCOTT
3717 PICNIC POINT DR NWGIG HARBORWA983357615DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,313,523AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$311,746AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,925,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,550,269TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,550,269AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,254CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,362,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$618,101MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$618,101MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,729TaxBasedOnInvestmentIncomeAmt
Total Tax$3,729TotalTaxAmt
Distributable Before Adj$614,372DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$614,372DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$614,372DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$59,200QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,729PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$55,471AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$614,372DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$59,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,200AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$555,172UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SUNSHINE ACRES CHILDREN'S HOME INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13405 N HIGLEY ROADAddressLine1Txt
CityMESACityNm
State AbbreviationAZStateAbbreviationCd
ZIP85215ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation Status501(C)3RecipientFoundationStatusTxt
Grant Or Contribution PurposeCHILDREN'S NEEDSCHILDREN'S NEEDSGrantOrContributionPurposeTxt
Amt$59,200Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54,495ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124,791ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$245,968ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$425,254ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$425,254TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF WR SCOTTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14545 SAND POINT WAY NE 303AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,559,310TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TOYOTA MOTOR$86,002$85,994
MEDTRONIC INC$65,010$64,953
GOLDMAN SACHS$48,531$48,505
APPLE INC$59,836$59,852
REYNOLDS AMERICAN INC$65,172$65,076
TORONTO-DOMINION ABNK$65,070$64,947
AMERICAN EXPRESS CREDIT$65,343$64,803
KFW$91,121$90,352
JPMORGAN CHASE & CO$73,743$73,396
WAL-MART STORES INC$76,973$76,504
ANHEUSER-BUSCH INBEV FIN$65,978$65,326
BERKSHIRE HATHAWAY INC$59,614$58,815
VERIZON COMMUNICATIONS$63,146$62,768
ORACLE CORP$93,335$92,338
GOLDMAN SACHS GROUP INC$93,734$93,206
MORGAN STANLEY$125,325$124,430
CITIGROUP INC$86,937$86,566
MICROSOFT CORP$82,153$81,029
USD UNITED MEXICAN$77,425$77,925
UNITEDHEALTH GROUP INC$78,392$77,447
CVS HEALTH CORP$67,452$66,209
KINDER MORGAN ENER PART$61,663$60,889
NORTHROP GRUMMAN CORP$66,088$65,530
COMCAST CORP$48,688$48,230
BNP PARIBAS$125,466$124,675
COMCAST CORP$72,718$71,933
METLIFE INC$60,888$60,678
WELLS FARGO & COMPANY$92,293$92,411
ENTERPRISE PRODUCTS OPER$66,110$65,990
ANHEUSER-BUSCH INBEV FIN$66,169$66,047
JPMORGAN CHASE & CO$54,515$54,937
CITIGROUP INC$49,306$49,713

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$83,165$115,375
ALTRIA GROUP$263,431$256,862
AMCOR LTD$118,990$117,841
ANHEUSER-BUSCH INBEV FIN$64,594$61,693
ANSELL LTD$57,658$62,302
ANTA SPORTS$38,319$57,582
ASTRAZENECA PLC$120,750$120,131
BLOCK H&R$89,104$87,260
BRITISH AMN TOBACO$259,339$243,777
CISCO SYSTEMS$150,383$178,095
CITIZENS FINL$46,561$56,547
COCA COLA$127,995$129,152
DEUTSCHE POST$122,314$160,171
DIAGEO PLC$83,760$99,885
GENUINE PARTS$150,585$152,206
GIVAUDIAN SA$87,601$97,827
GLAXOSMITHKLINE PLC$115,796$93,996
HEINEKEN NV$78,692$83,027
IMPERIAL BRANDS$227,925$206,608
INTL PAPER$107,425$115,822
JAPAN TOBACCO$142,308$125,836
JOHNSON & JOHNSON$193,324$209,580
KONE OYJ$110,801$120,072
LLOYDS BANKING$52,619$53,348
M&T BANK$80,534$87,034
MICROSOFT CORP$89,042$109,235
NESTLE S A REP$144,786$145,633
NOVARTIS ADR$161,640$165,989
NOVO NORDISK$59,458$74,279
PEPSICO INC$112,652$116,322
PFIZER INC$58,849$65,413
PHILIP MORRIS INTL$182,257$162,490
PROCTOR & GAMBLE$111,957$117,239
ROCHE HLDG$95,220$90,319
ROGERS COMMUNICATIONS$143,235$155,948
SANDS CHINA LTD$57,725$65,675
SANOFI ADR$200,043$175,440
SGS SA ADR$56,838$61,717
SONIC HEALTHCARE$78,564$79,754
SVENSKA HANDELSBANKEN$77,925$75,643
TAIWAN MANUFCTRING$96,346$106,857
TELUS CORP$149,912$166,628
UNILEVER NY$113,397$112,246
UNITED PARCEL SVC$52,793$58,384
UNITED TECHS CORP$113,783$120,681
US BANCORP$85,430$88,675
WELLS FARGO & COMPANY$82,811$96,587
3M CO$65,931$75,789

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,211,918USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,192,228USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P MID-CAPAT COST$768,051$838,828
ISHARES CORE S&P SMALLAT COST$767,495$851,900
ISHARES CORE S&P 500 ETFAT COST$1,534,516$1,688,109
ISHARES INC CORE MSCIAT COST$767,060$869,091

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$12,657Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$534$534$0
US TRUST INVESMENT EXPENSES$47,040$47,040$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$4,799Amt
Net Investment Income$4,799NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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