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ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROY AND RUTH SEIBEL FAM FOUNDATION (EIN 20-6408919)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202301319349102430
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-11T11:59:30-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161331635PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEMANCHIN & WETTER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16245 SHERIDAN DR STE 102AddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14221ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206408919EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROY AND RUTH SEIBEL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROYABusinessNameControlTxt
Phone7163320297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 EAST 89TH STREET APT 15BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J SEIBELPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSUSAN JPersonFirstNm
Person LastSEIBELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA S ARNOLD CPAPreparerPersonNm
PTINP00943465PTIN
Phone7166337607PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,110,325FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$130InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$130InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,313DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,313DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,897NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$209,857GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,897CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$51,340TotalRevAndExpnssAmt
Total Net Invst Incm$51,340TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,095AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$547AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$548AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,912OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,912OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$13InterestRevAndExpnssAmt
Interest Net Invst Incm$13InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,617TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$295OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$295OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,472TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$843TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$87,932TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,472TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,843TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,592ExcessRevenueOverExpensesAmt
Net Investment Income$31,868NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,831CashBOYAmt
Cash EOY$4,573CashEOYAmt
Cash EOYFMV$4,573CashEOYFMVAmt
Sav And Temp Cash Invst BOY$19,512SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,635SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,635SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,528,123CorporateStockBOYAmt
Corporate Stock EOY$1,090,117CorporateStockEOYAmt
Corporate Stock EOYFMV$1,090,117CorporateStockEOYFMVAmt
Total Assets BOY$1,558,466TotalAssetsBOYAmt
Total Assets EOY$1,110,325TotalAssetsEOYAmt
Total Assets EOYFMV$1,110,325TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,558,466NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,110,325NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,558,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,110,325TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,558,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,110,325TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,558,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,592ExcessRevenueOverExpensesAmt
Subtotal$1,521,874SubtotalAmt
Other Decreases$411,549OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,110,325TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST COVEREDP2022-01-012022-08-31$58,579$56,003$2,576$2,576
LT COVEREDP2021-01-012022-12-31$109,043$108,210$833$833
82 AMPHENOL CORP NEW CL AP2009-07-062022-02-24$6,054$650$5,404$5,404
14 MASTERCARD INC CL AP2020-01-012022-11-10$4,702$276$4,426$4,426
158 VERISK ANALYTICS INC COMP2010-11-042022-02-11$31,479$4,821$26,658$26,658
FieldValueIRS element (for citing)
Capital Gain Net Income$39,897CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,576NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$443InvestmentIncomeExciseTaxAmt
Subtotal$443SubtotalAmt
Tax Based On Investment Income$443TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,980EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,980TotalPaymentsAndCreditsAmt
Overpayment$1,537OverpaymentAmt
Applied To ES Tax$1,537AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN J SEIBELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127223873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 E 89TH STREET APT 15BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101286724ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SUSAN J SEIBEL
401 E 89TH STREETNEW YORKNY10128Trustee2.00$0
ROY E SEIBEL JR
PO BOX 580DAMARISCOTTAME04543Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,186,988AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,148AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,225,136TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,225,136AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,377CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,206,759NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,338MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,338MinimumInvestmentReturnAmt
Tax Based On Investment Income$443TaxBasedOnInvestmentIncomeAmt
Total Tax$443TotalTaxAmt
Distributable Before Adj$59,895DistributableBeforeAdjAmt
Distributable Before Ded$59,895DistributableBeforeDedAmt
Distributable As Adjusted$59,895DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,843ExpensesAndContributionsAmt
Qualifying Distributions$65,843QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,895DistributableAsAdjustedAmt
Undistributed Income PY$64,495UndistributedIncomePYAmt
Qualifying Distributions$65,843QualifyingDistributionsAmt
Applied To Year1$64,495AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,348AppliedToCurrentYearAmt
Undistributed Income CY$58,547UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUFFALO OLMSTED PARKS CONSERVANCY
84 PARKSIDE AVEBUFFALONY14214NONEPCOPERATIONS$5,000
BUFFALO PHILHARMONIC ORCHESTRA
786 DELAWARE AVEBUFFALONY14209NONEPCOPERATIONAL$25,000
FRIENDS OF THE NIGHT PEOPLE
394 HUDSON STREETBUFFALONY14201NONEPCOPERATIONAL$5,000
JERSEY CITY BALLET
189 BRUNSWICK STREET THIRD FLOORJERSEY CITYNJ07302NONEPCOPERATIONAL$5,000
DAMARISCOTTA HISTORICAL SOCIETY
3 CHAPMAN STREETDAMARISCOTTAME04543NONEPCOPERATIONAL$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$130ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,313ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,897ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$51,340ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,340TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,095Amt
Net Investment Income$547NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$548DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$411,549Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PUBLIC NOTICE$45$45
STATE FILING FEE$250$250

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$18,912Amt
Net Investment Income$18,912NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$2,617Amt

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