SEIP FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SEIP FAMILY FOUNDATION (EIN 68-0401790)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349102536
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T13:26:46-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680401790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIP FAMILY FOUNDATION LIMITED | BusinessNameLine1Txt |
| Business Name Line2 | EVERCORE TRUST CO C/O ASHLEY FERRIELLO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % EVERCORE TRUST CO | InCareOfNm |
| Business Name Control | SEIP | BusinessNameControlTxt |
| Phone | 2128227691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alexa Seip | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2128227691 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Alexa | PersonFirstNm |
| Person Last | Seip | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Joan C Holtz | PreparerPersonNm |
| PTIN | P00836429 | PTIN |
| Phone | 7038930600 | 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 | 2023 | 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 | $1,861,741 | 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 | $128,353 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,342 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,342 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $345,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $531,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $345,589 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,272 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,468 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $534,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,951 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,735 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,735 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $232,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $232,961 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $248,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $235,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $285,737 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $387,491 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,295 | CashBOYAmt |
| Cash EOY | $9,539 | CashEOYAmt |
| Cash EOYFMV | $9,539 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,121 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,121 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $441,619 | CorporateStockBOYAmt |
| Corporate Stock EOY | $331,035 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,104,323 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $218,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $168,120 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $158,718 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $38,775 | OtherAssetsBOYAmt |
| Other Assets EOY | $287,920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $486,040 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $745,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $899,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,861,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $745,540 | RetainedEarningBOYAmt |
| Retained Earning EOY | $899,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $745,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $899,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $745,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $899,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $745,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $285,737 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,031,277 | SubtotalAmt |
| Other Decreases | $131,542 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $899,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EVERCORE #1550 LT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $531,649 | GrossSalesPriceAmt |
| Cost Or Other Basis | $186,060 | CostOrOtherBasisAmt |
| Gain Or Loss | $345,589 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $345,589 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $345,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,386 | SubtotalAmt |
| Tax Based On Investment Income | $5,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,804 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,804 | TotalPaymentsAndCreditsAmt |
| Overpayment | $418 | OverpaymentAmt |
| Applied To ES Tax | $418 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | 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 | EVERCORE TRUST CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128227691 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | 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 | Yes (true) | 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 |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXA C SEIP | |||||||||
| EVERCORE TRUST CO | 55 EAST 52ND STREET | NEW YORK | NY | 10055 | PRESIDENT | 0 | $0 | $0 | $0 |
| TOM D SEIP | |||||||||
| EVERCORE TRUST CO | 55 EAST 52ND STREET | NEW YORK | NY | 10055 | CFO/SECRETARY | 0 | $0 | $0 | $0 |
| 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 | $1,195,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $498,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,768,630 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,768,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,742,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,386 | TotalTaxAmt |
| Distributable Before Adj | $81,719 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,719 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,719 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $235,786 | 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 | $235,786 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,719 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $239,672 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $333,366 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $244,732 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $296,257 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $325,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,439,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $235,786 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $81,719 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $154,067 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,593,711 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $239,672 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,354,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $333,366 | ExcessFromYear4Amt |
| Excess From Year3 | $244,732 | ExcessFromYear3Amt |
| Excess From Year2 | $296,257 | ExcessFromYear2Amt |
| Excess From Year1 | $325,617 | ExcessFromYear1Amt |
| Excess From Current Year | $154,067 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALEXA C SEIP | ContributingManagerNm |
| Contributing Manager | TOM D SEIP | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALEXA C SEIP CO EVERCORE TR CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128227691 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACADEMY ART MUSEUM | ||||||||
| 106 South St | Easton | MD | 21601 | None | PC | To support Academy of ART Museum's Mission | $7,250 | |
| CHESAPEAKE BAY FOUNDATION | ||||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | None | PC | To support Chesapeake Bay Foundation's Mission | $1,000 | |
| CHESAPEAKE BAY MARITIME MUSEUM | ||||||||
| 213 North Talbot Street | St Michaels | MD | 21663 | None | PC | To support Chesapeake Bay Maritime Museum's Mission | $58,750 | |
| DARROW SCHOOL | ||||||||
| 110 Darrow Road | New Lebanon | NY | 12125 | NOne | PC | To Support various Darrow School Activities | $24,505 | |
| DEL-MAR-VA COUNCIL | ||||||||
| 1910 Baden Powell Way | Dover | DE | 19904 | None | PC | General support | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 Rector Street | New York | NY | 10006 | None | PC | Medical Care | $1,000 | |
| EASTERN SHORE LAND CONSERVANCY | ||||||||
| 114 S Washington St | Easton | MD | 21601 | None | PC | Conservation | $1,000 | Suite 101 |
| EASTON VOLUNTEER FIRE DEPARTMENT | ||||||||
| 315 Leonard Rieck Drive | Easton | MD | 21601 | None | PC | Support fire services | $250 | |
| EDCHOICE | ||||||||
| 111 Monument Circle | Indianapolis | IN | 46204 | None | PC | General giving | $150 | Suite 2650 |
| FOR ALL SEASONS | ||||||||
| 300 Talbot St | Easton | MD | 21601 | None | PC | Behavioral health services | $15,000 | |
| HABITAT FOR HUMANITY CHOPTANK | ||||||||
| 29349 Maple Ave | Trappe | MD | 21673 | None | PC | Charitable Home Construction | $1,000 | Ste 3 |
| HAITI NURSING FOUNDATION | ||||||||
| 1100 N Main St | Ann Arbor | MI | 48104 | None | PC | Nursing School | $1,000 | Ste 209 |
| MID-SHORE COMMUNITY FOUNDATION | ||||||||
| 102 East Dover Street | Easton | ME | 21601 | NOne | PC | Endowment fund, vaccine fund, Move the Monument fund, American Legion, Media Fund | $1,000 | |
| PARKINSON'S FOUNDATION | ||||||||
| 200 SE 1st Street | Miami | FL | 33131 | None | PC | General giving | $300 | Ste 800 |
| PENN STATE | ||||||||
| 2583 Gateway Dr | State College | PA | 168013098 | None | PC | College of the Liberal Arts Future Fund | $1,000 | Suite 130 |
| SHELDON BOYS AND GIRLS CLUB | ||||||||
| PO Box 127 | Sheldon | SC | 29941 | None | PC | Community support | $1,000 | 21 Agnes Major Road |
| TALBOT HISTORICAL SOCIETY | ||||||||
| 30 South Washington Street | Easton | MD | 21601 | None | PC | Annual giving | $500 | |
| THE CHILDREN'S HOME FOUNDATION | ||||||||
| PO Box 756 | Easton | MD | 21601 | None | PC | Support continued operations | $500 | |
| UNIVERSITY SYSTEM OF MARYLAND FOUNDATION | ||||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | None | PC | HPL Development Programs | $500 | |
| AmericaOne-US SAILING | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | None | PC | Fund olympic team | $35,000 | |
| WESTERN RESERVE ACADEMY | ||||||||
| 115 College Street | Hudson | OH | 44236 | None | PC | WRA Fund | $1,000 | |
| WOMEN & GIRLS FUND | ||||||||
| 102 East Dover Street | Easton | MD | 21601 | None | PC | Women & Girls Fund | $1,000 | |
| WYE RIVER UPPER SCHOOL | ||||||||
| 316 S Commerce St | Centreville | MD | 21617 | NOne | PC | Financial aid fund, annual fund | $16,186 | |
| TALBOT HUMANE SOCIETY | ||||||||
| 7894 Ocean Gateway | Easton | MD | 21601 | None | PC | Mission forward programs and operations of shelter | $300 | |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER | ||||||||
| 331 E DOVER STREET | EASTON | MD | 21601 | None | PC | General Giving | $3,500 | |
| CLEVELAND CLINIC | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | None | PC | CLINICAL RESEARCH | $20,000 | |
| COMPASSION & CHOICES | ||||||||
| 101 SW MADISON STREET 8009 | PORTLAND | OR | 97207 | None | PC | GENERAL GIVING | $100 | |
| THE NEW YORK YACHT CLUB FOUNDATION | ||||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | None | PC | PRESERVATION OF HISTORIC BUILDINGS | $350 | |
| PICKERING CREEK AUDUBON CENTER | ||||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | None | PC | SOMETHING OF THE MARVELOUS CHALLENGE | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | None | PC | GENERAL GIVING | $500 | |
| SHORE RIVERS | ||||||||
| 114 S WASHINGTON ST | EASTON | MD | 21601 | None | PC | RIVERBOAT RENDEZVOUS | $1,000 | SUITE 301 |
| THE ORCHESTRA OF THE AMERICAS GROUP | ||||||||
| 1701 RHODE ISLAND AVENUE NW | WASHINGTON | DC | 20036 | None | PC | MUSICIAN SCHOLARSHIP FUND | $1,000 | |
| Bay Hundred Community Volunteers | ||||||||
| POBox 12 | McDaniel | MD | 21647 | None | PC | To support Bay Hundred Community Volunteers' Mission | $500 | |
| Chesapeake Wildlife Heritage | ||||||||
| 1201 Parson Island road | Chester | MD | 21619 | None | PC | To Fund Chesapeake Wildlife Heritage activities | $500 | |
| Coastal Conservation League | ||||||||
| 131 Spring Street | Charleston | SC | 29403 | None | Conservation | $250 | ||
| Delmarva Nesting Foundation | ||||||||
| 6480 Locust Grove Road | Easton | MD | 21601 | None | PC | To Support Delmarva Nesting Foundation activities | $250 | |
| Friends of Easton Volunteer Fire Department | ||||||||
| 315 Leonard Rieck Drive | Easton | MD | 21601 | None | PC | To Support Friends of Easton Volunteer Fire department activities | $5,000 | |
| Heifer International | ||||||||
| 1 World Avenue | Little Rock | AZ | 72202 | None | PC | To Support Heifer International's mission | $500 | |
| Hopeful Horizons | ||||||||
| PO Box 1775 | Beaufort | SC | 29901 | None | PC | To support Hopeful Horizons activities | $1,000 | |
| Neighborhood Service Center Inc | ||||||||
| 126 Port Street | Easton | MD | 21601 | None | PC | To support Neighborhood Service Center, Inc. activities | $1,000 | |
| Pheasants Forever Inc | ||||||||
| 1783 Buerkle Circle | St Paul | MN | 55110 | None | PC | Conservation | $100 | |
| Polaris Village Ministries Inc | ||||||||
| PO Box 987 | Eason | MD | 21601 | None | PC | To support Polaris Village Ministries activities | $500 | |
| Population Connection | ||||||||
| 2120 L Street NW | Washington | DC | 20037 | None | PC | To support Population Connection Activities | $100 | Suite 500 |
| Responsible Fathers Initiative | ||||||||
| 331 Laurel Street | Easton | MD | 21601 | None | PC | To support Responsible Fathers Initiative activities | $500 | |
| Smithsonian Institution | ||||||||
| 600 Maryland Ave SW | Washington | DC | 20024 | None | PC | To support Smithsonian Institution's Mission | $10,000 | |
| Talbot Hospice | ||||||||
| 586 Cynwood Dr | Easton | MD | 21601 | None | PC | To support Talbot Hospice's activities | $5,520 | |
| MPT Foundation Inc | ||||||||
| 11767 Owings Mills Blvd | Owings Mills | MD | 21137 | None | PC | To support MPT Foundation, Inc. activities | $10,000 | |
| The Talbot Spy | ||||||||
| 102 East Dover Street | Easton | MD | 21601 | None | PC | To support The Talbot Spy's activities | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $232,961 | 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 | $28,894 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $33,356 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $345,589 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR OVERPAYMENT | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $5,804 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $413,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $413,643 | 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 | ALEXA TOM SEIP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7961 BLOOMFIELD ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $128,353 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,450 | Amt |
| Net Investment Income | $2,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,725 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EVERCORE #1550 | BondNm |
| EOY Book Value | $168,120 | EOYBookValueAmt |
| EOYFMV | $158,718 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EVERCORE #1550 | StockNm |
| EOY Book Value | $331,035 | EOYBookValueAmt |
| EOYFMV | $1,104,323 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN TOWER REIT | $9,968 | $9,968 | $37,779 |
| CBRE GROUP INC | $10,880 | $10,880 | $41,891 |
| MAP HERITAGE FUND | $17,927 | $17,072 | $156,370 |
| DARROW NOTE RECEIVABLE | $0 | $250,000 | $250,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION ON STOCK GIFT | $127,101 |
| OTHER BOOK TO TAX ADJUSTMENT | $4,441 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OTHER EXPENSES | $125 | |
| CA 2022 FILING FEE | $100 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1: MAP HERITAGE FUND LP | $25,468 | $25,468 |
| FEDERAL TAX REFUND | $5,804 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING AND BOOK TO TAX DIFFERENCES | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,735 | Amt |
| Net Investment Income | $9,735 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt |
|---|
| FOREIGN TAXES |
| CA FTB |
| BALANCE DUE FORM 4720 |