SCOTT FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SCOTT FAMILY FOUNDATION (EIN 36-7287571)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-09
IRS object ID
201843139349101159
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)
Return2018-11-09T16:25:59-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363858249PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stern Cassello & Associates LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 N LaSalle St Suite 1620AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60602ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367287571EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Scott Family FoundationBusinessNameLine1Txt
Business Name Line2c/o Jones Lang LaSalleBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone3127825800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 E Randolph StAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonStuart ScottPersonNm
Person TitlePresidentPersonTitleTxt
Phone3127825800PhoneNum
Signature2018-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJames R SternPreparerPersonNm
PTINP00831572PTIN
Phone3122639100PhoneNum
Preparation2018-11-06PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.77.128.118IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-06IPDt
IP Tm11:21:57IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8C0FCDCC2B5B74DD00BD0DA6690E22166B4966ECAtSubmissionCreationDeviceId
At Submission Filing Device Id980147663473CF4F70893225F1DE9567295F258EAtSubmissionFilingDeviceId
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$6,627,553FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$552,740ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8,263InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,263InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$76,655DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,655DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$482,169NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$482,169GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$482,169CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,958OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,958OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,121,785TotalRevAndExpnssAmt
Total Net Invst Incm$569,045TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$3,792TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,792TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$87,895OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$87,895OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$91,687TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$91,687TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$618,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$618,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$710,437TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$91,687TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$618,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$411,348ExcessRevenueOverExpensesAmt
Net Investment Income$477,358NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$333,590CashBOYAmt
Cash EOY$347,364CashEOYAmt
Cash EOYFMV$347,364CashEOYFMVAmt
Acct Rcvbl$415,142AcctRcvblAmt
Acct Rcvbl BOY$4,665AcctRcvblBOYAmt
Acct Rcvbl EOY$415,142AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$415,142AcctRcvblEOYFMVAmt
Corporate Stock BOY$508,075CorporateStockBOYAmt
Corporate Stock EOY$1,060,815CorporateStockEOYAmt
Corporate Stock EOYFMV$1,022,094CorporateStockEOYFMVAmt
Other Investments BOY$4,520,393OtherInvestmentsBOYAmt
Other Investments EOY$3,954,750OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,842,953OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,366,723TotalAssetsBOYAmt
Total Assets EOY$5,778,071TotalAssetsEOYAmt
Total Assets EOYFMV$6,627,553TotalAssetsEOYFMVAmt
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$5,366,723RetainedEarningBOYAmt
Retained Earning EOY$5,778,071RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,366,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,778,071TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,366,723TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,778,071TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,366,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$411,348ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,778,071SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,778,071TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GP Diversified Growth Strategies LPP$149,824$149,824$149,824
GP Diversified Growth Strategies LPP$312,367$312,367$312,367
Capital Gains DividendsP$19,978$19,978$19,978
FieldValueIRS element (for citing)
Capital Gain Net Income$482,169CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$636,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,991,790NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.106145DistributionYr1Rt
Adjusted Qlfy Distri Yr2$462,075AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,926,257NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.093798DistributionYr2Rt
Adjusted Qlfy Distri Yr3$324,302AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,372,435NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.074170DistributionYr3Rt
Adjusted Qlfy Distri Yr4$306,750AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,523,619NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.067811DistributionYr4Rt
Adjusted Qlfy Distri Yr5$302,481AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,788,702NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.079838DistributionYr5Rt
Total Distribution0.421762TotalDistributionRt
Average Distribution0.084352AverageDistributionRt
Net Vl Noncharitable Assets$6,404,644NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$540,245AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,774NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$545,019AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$618,750QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$4,774InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,774SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,774TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,907EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,907TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8,133OverpaymentAmt
Applied To ES Tax$8,133AppliedToESTaxAmt
Refund$0RefundAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksStuart ScottIndividualWithBooksNm
Phone3122282220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 E Randolph St 44th FloorAddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
Stuart L Scott
9 S Beach RoadHobe SoundFL33455Trustee1.00$0$0$0
Anne O Scott
9 S Beach RoadHobe SoundFL33455Trustee1.00$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$1,042,073AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$496,722AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,963,382FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,502,177TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,502,177AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$97,533CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,404,644NetVlNoncharitableAssetsAmt
Minimum Investment Return$320,232MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$320,232MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,774TaxBasedOnInvestmentIncomeAmt
Income Tax$7,048IncomeTaxAmt
Total Tax$11,822TotalTaxAmt
Distributable Before Adj$308,410DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$308,410DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$308,410DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$618,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$618,750QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$4,774PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$613,976AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$308,410DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$118,718ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$94,651ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$113,480ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$248,842ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$336,717ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$912,408TotalExcessDistributionCyovAmt
Qualifying Distributions$618,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$308,410AppliedToCurrentYearAmt
Remaining Distri From Corpus$310,340RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,222,748TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$118,718ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,104,030ExcessDistriCyovToNextYrAmt
Excess From Year4$94,651ExcessFromYear4Amt
Excess From Year3$113,480ExcessFromYear3Amt
Excess From Year2$248,842ExcessFromYear2Amt
Excess From Year1$336,717ExcessFromYear1Amt
Excess From Current Year$310,340ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerStuart L ScottContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
100 Club
875 N Michigan Avenue Suite 1351ChicagoIL60611PCHuman Services$1,000
African Wildlife Foundation
1400 Sixteenth Street NW Suite 120WashingtonDC20036PCWildlife Conservation$175,000
American Red Cross
431 18th Street NWWashingtonDC20006PCHuman Services$50,000
American Rivers
1101 14th Street NW Suite 1400WashingtonDC20005PCNature Conservation$1,500
American Society for Suicide Prevention
120 Wall Street 29th FloorNew YorkNY10005PCMental Health$500
Atlantic Salmon Federation
PO Box 807CalaisME046190807PCNatural Resources Support$100
Banner Lake Club
12212 SE Lantana AvenueHobe SoundFL33455PCPublic Charity Support$2,500
Best Friends Animal Society
5001 Angel Canyon RoadKanabUT84741PCAnimal Welfare$5,000
Better Government Association
223 W Jackson Blvd Suite 900ChicagoIL60606PCHuman and Civil Rights$5,000
Boys & Girls Clubs of Martin County
11500 SE Lares AvenueHobe SoundFL33455PCCivic and Community Support$1,000
Brain Chemistry Labs
PO Box 3464JacksonWY83001PCMedical Research$5,000
Busch Wildlife Sanctuary
2500 Jupiter Park DriveJupiterFL33458PCWildlife Conservation$1,000
Can Do Canines
9440 Science Center DriveMinneapolisMN55428PCDisability Assistance$1,000
Center For Biological Diversity
PO Box 2155St PetersburgFL33731PCPublic Charity Support$2,000
Cherry Hills Village Elementary School PTCO
2400 East Quincy AvenueCherry Hills VillageCO80113PCEducation$2,500
Chicago Botanic Garden
1000 Lake Cook RoadGlencoeIL60022PCNature Conservation$2,500
Chicago Foundation for Women
140 S DearbornChicagoIL60603PCHuman and Civil Rights$3,000
Chicago Shakespeare Theater
800 East Grand AvenueChicagoIL60611PCSupport for the Arts$50,000
Chrysalis
522 S Main StreetLos AngelesCA90013PCEmployment Resources for the Homeless$10,000
Coffee House Press
79 Thirteenth Avenue NE Suite 110MinneapolisMN55413PCPublic Media$1,000
Colorado Uplift
3914 King StreetDenverCO802111932PCPublic Charity Support$2,000
Covenant House Chicago
30 West Chicago Avenue 5th FloorChicagoIL60654PCChildrens Aid$2,000
Cure Alzheimers Fund
34 Washington Street Suite 220Wellesley HillsMA02481PCMedical Research$1,500
David Sheldrick Wildlife Trust
201 North Illinois Street 16thIndianapolisIN46204PCWildlife Conservation$1,000Floor South Tower
Diabetes Quebec
PCMedical Research$5008550 Boulevard Pie-IXMontrealQuebecCA
Dive Heart Foundation
5100 Main StreetDowners GroveIL60515PCResources for the Disabled$2,000
Doctors Without Borders USA
333 7th Avenue 2nd FloorNew YorkNY100015004PCMedical Crisis Care$2,000
Donors Chooseorg
134 West 37th Street 11th FloorNew YorkNY10018PCPublic Charity Support$4,000
Elawa Farm Foundation
1401 Middlefork DriveLake ForestIL60045PCPublic Charity Support$1,000
Equal Justice Initiative
122 Commerce StreetMontgomeryAL36104PCHuman and Civil Rights$3,000
Equestrian Connection
600 N Bradley RoadLake ForestIL60045PCPublic Charity Support$1,000
Everglades Foundation
18001 Old Cutler Road Suite 625Palmetto BayFL33157PCWildlife Conservation$5,000
Florence Crittenton
901 N Harris StreetHelenaMT59601PCHuman Services$1,000
Hamilton College
198 College Hill RoadClintonNY13323PCEducation$120,000
Heal the Bay
1444 9th StreetSanta MonicaCA90401PCNature Conservation$5,000
Hobe Sound Community Chest
11450 SE Dixie HwyHobe SoundFL33455PCCivic and Community Support$1,500
Hobe Sound Nature Center
PO Box 511Hobe SoundFL334750511PCNature Conservation$500
Hooved Animal Rescue & Protection Society
PO Box 94BarringtonIL60010PCAnimal Rescue$2,000
Horsefeathers Therapeutic Riding
1181 Riverwoods RoadLake ForestIL60045PCResources for the Disabled$500
International Refugee Assistance Project
40 Rector Street 9th FloorNew YorkNY10006pcHumanitarian Aid$2,500
International Rescue Committee
122 East 42nd StreetNew YorkNY10168PCHumanitarian Aid$8,000
Invest in Kids
1775 Sherman Street Suite 2075DenverCO80203PCPublic Charity Support$2,000
Jewish Center for Justice
11960 W Sunset BlvdLos AngelesCA900494228PCHuman Services$1,000
Jupiter Island Historical Society
PO Box 938Hobe SoundFL33475PCCivic and Community Support$150
Jupiter Island Medical Clinic
100 Estrada SquareHobe SoundFL33455PCMedical Research$3,000
Juvenile Diabetes Research Foundation
26 BroadwayNew YorkNY10004PCMedical Research$500
Lake Bluff Alliance for Excellence
PO Box 479Lake BluffIL60044PCEducation$1,000
Lake Forest High Scool Foundation
1285 N McKinley RoadLake ForestIL60045CEducation$2,000
Lake Forest Open Lands
350 North Waukegan RoadLake ForestIL60045PCNature Conservation$1,000
League of Women Voters
332 S Michigan Avenue 525ChicagoIL60604PCCivic and Community Support$1,000
Lovin Spoonfuls
418 Commonwealth AvenueBostonMA02215PCPublic Charity Support$500
Lurie Children's Hospital of Chicago
225 E Chicago AvenueChicagoIL60611PCMedical Research$2,000
Make a Wish Foundation
640 N LaSalle Dr 280ChicagoIL60654PCMedical$250
Martin Health Foundation
200 SE Hospital AvenueStuartFL34995PCMedical Research$10,000
Maxfund Animal Adoption Center
720 West 10th AvenueDenverCO80204PCAnimal Rights$1,500
Mercy Home for Boys and Girls
1140 W Jackson BlvdChicagoIL60607PCHuman Services$750
Minnesota Recovery Connection
822 S 3rd Street Suite 101MinneapolisMN55415PCTreatment of Alcoholism$3,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011PCWildlife Conservation$5,000
Nature Conservancy
4245 North Fairfax Drive Suite 100ArlingtonVA222031606PCNature Conservation$500
NEDA
1500 Broadway Suite 1101New YorkNY10036PCHuman Services$500
Northwestern University
633 Clark StreetEvanstonIL60208PCEducation$1,000
Numbers USA
1601 N Kent St Suite 1100ArlingtonVA22209PCPublic Charity Support$30,000
Old Elm Scholarship Foundation
800 Old Elm RoadHighland ParkIL60035PCEducation$2,000
PAWS Chicago
1997 North Clybourn AveChicagoIL60614PCAnimal Rights$750
People Inc
1219 North Forest RoadWilliamsvilleNY14231PCHuman Services$2,500
Project Hood
6620 S Martin Luther King DrChicagoIL60637PCHuman Services$1,000
Recovery Research Institute
151 errimac StBostonMA02114PCMedical$4,000
Rehabilitation Institute of Chicago
345 E Superior StreetChicagoIL60611PCMedical Research$20,000
Salvation Army
615 Slaters LaneAlexandriaVA22313PCCivic and Community Support$1,000
Samaritan Centers
1490 SE Cove RoadStuartFL34997PCHuman Services$1,000
Santa Monica Mountains Fund
401 W Hillcrest DriveThousand OaksCA91360PCWildlife Conservation$5,000
Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104PCHuman and Civil Rights$2,500
Tanzanian Childrens Fund
9 Waterhouse StreetCambridgeMA02138PCPublic Charity Support$2,000
The Guardians of Martin County
PO Box 1489Hobe SoundFL33475PCPublic Charity Support$1,000
The Retreat
1221 Wayzata Blvd EWayzataMN55391PCTreatment of Alcoholism$2,000
Ther Trevor Project
8704 Santa Monica Boulevard SuiteWest HollywoodCA90069PCHuman and Civil Rights$500200
Tyler Justice Center for Children
400 W Front AvenueStocktonIL61085PCPrevention of Child Sexual Abuse$1,000
United Planet
11 Arlington StreetBostonMA02116PCPublic Charity Support$3,000
Water for People
100 East Tennessee AveDenverCO80209PCRelief Services$2,000
Watts of Love
900 Warren Ave Suite 3Downers GroveIL605153668PCRelief Services$1,000
Wayside House
3705 Park Center BlvdSt Louis ParkMN55416PCCivic and Community Support$1,000
WFMT
5400 N St Louis AvenueChicagoIL60625PCSupport of the Arts$1,250
Wildlife Conservation Network
2209 Mississippi StreetSan FranciscoCA94107PCWildlife COnservation$10,000
Young Women's Leadership Network
322 8th Avenue 14th FloorNew YorkNY10001PCEducation$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$618,750TotalGrantOrContriPdDurYrAmt
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$8,263ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,655ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,958ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$482,169ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$569,045ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$569,045TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Stuart L Scott
19 S Beach RoadHobe SoundFL33455$474,895Yes (X)
DEL SLS Inc
2200 E Randolph Suite 4300ChicagoIL60601$77,845Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
117,000 shs LaSalle Hotel Properties$474,8952017-11-28
21,872 shs JD.com$77,8452017-12-29

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LaSalle Properties$982,970$944,556
JD.com$77,845$77,538

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GP Diversified Growth Strategies, LPAT COST$3,053,794$3,796,978
Gresham Low Volitility Hedged StrategiesAT COST$900,956$1,045,975

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GP Diversified Growth Strategies, LP - Portfolio Deductions$32,022$32,022$0
GP Diversified Growth Strategies, LP - Other Deductions$42,016$42,016$0
GP Diversified GrowthStrategies, LP - Investment Int Exp$13,851$13,851$0
Bank fees$6$6$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescGP Diversified Growth StrategiesDesc
Revenue And Expenses Per Books$1,958RevenueAndExpensesPerBooksAmt
Net Investment Income$1,958NetInvestmentIncomeAmt
Adjusted Net Income$1,958AdjustedNetIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonStuart L ScottPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19 S Beach RoadAddressLine1Txt
CityHobe SoundCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33455ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryGP Diversified Growth Strategies, LP - Foreign Taxes PaidCategoryTxt
Amt$3,792Amt
Net Investment Income$3,792NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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