SEIP FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SEIP FAMILY FOUNDATION (EIN 68-0401790)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202541329349101634
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T11:13:31-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Anatoli Pilchtchikov | PreparerPersonNm |
| PTIN | P01350273 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,875,253 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,434 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $283,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $377,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $283,068 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,610 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,192 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $323,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $322,951 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,926 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,463 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,462 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $78 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,945 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $312,526 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,539 | CashBOYAmt |
| Cash EOY | $7,482 | CashEOYAmt |
| Cash EOYFMV | $7,482 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,121 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,107 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $331,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $255,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $942,375 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $168,120 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $168,120 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $162,435 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $287,920 | OtherAssetsBOYAmt |
| Other Assets EOY | $534,437 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $727,854 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $899,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,000,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,875,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $899,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,000,314 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $899,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $899,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,000,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $899,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,162 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,008,897 | SubtotalAmt |
| Other Decreases | $8,583 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,314 | 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 | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $377,224 | GrossSalesPriceAmt |
| Cost Or Other Basis | $94,156 | CostOrOtherBasisAmt |
| Gain Or Loss | $283,068 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $283,068 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $283,068 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,344 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,344 | SubtotalAmt |
| Tax Based On Investment Income | $4,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,418 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,418 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,074 | OverpaymentAmt |
| Applied To ES Tax | $2,074 | 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 | $996,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $385,948 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,437,160 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,437,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,415,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,344 | TotalTaxAmt |
| Distributable Before Adj | $66,436 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,436 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,436 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,615 | 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 | $203,615 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,436 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $333,366 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $244,732 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $296,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $325,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $154,067 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,354,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $66,436 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,179 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,491,218 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $333,366 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,157,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $244,732 | ExcessFromYear4Amt |
| Excess From Year3 | $296,257 | ExcessFromYear3Amt |
| Excess From Year2 | $325,617 | ExcessFromYear2Amt |
| Excess From Year1 | $154,067 | ExcessFromYear1Amt |
| Excess From Current Year | $137,179 | 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 (39 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 | $23,181 | |
| CHESAPEAKE BAY MARITIME MUSEUM | ||||||||
| 213 North Talbot Street | St Michaels | MD | 21663 | None | PC | To support Chesapeake Bay Maritime Museum's Mission | $69,571 | |
| DEL-MAR-VA COUNCIL | ||||||||
| 1910 Baden Powell Way | Dover | DE | 19904 | None | PC | General support | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 Rector Street | New York | NY | 10006 | None | PC | Medical Care | $1,750 | |
| 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 | $10,250 | |
| EDCHOICE | ||||||||
| 111 Monument Circle | Indianapolis | IN | 46204 | None | PC | General giving | $0 | Suite 2650 |
| FOR ALL SEASONS | ||||||||
| 300 Talbot St | Easton | MD | 21601 | None | PC | Behavioral health services | $11,362 | |
| HABITAT FOR HUMANITY CHOPTANK | ||||||||
| 29349 Maple Ave | Trappe | MD | 21673 | None | PC | Charitable Home Construction | $0 | Ste 3 |
| HAITI NURSING FOUNDATION | ||||||||
| 1100 N Main St | Ann Arbor | MI | 48104 | None | PC | Nursing School | $1,000 | Ste 209 |
| 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 | |
| WYE RIVER UPPER SCHOOL | ||||||||
| 316 S Commerce St | Centreville | MD | 21617 | NOne | PC | Financial aid fund, annual fund | $5,161 | |
| TALBOT HUMANE SOCIETY | ||||||||
| 7894 Ocean Gateway | Easton | MD | 21601 | None | PC | Mission forward programs and operations of shelter | $400 | |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER | ||||||||
| 331 E DOVER STREET | EASTON | MD | 21601 | None | PC | General Giving | $1,000 | |
| 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 | |
| SHORE RIVERS | ||||||||
| 114 S WASHINGTON ST | EASTON | MD | 21601 | None | PC | RIVERBOAT RENDEZVOUS | $5,000 | 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 | ||
| 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 | |
| Responsible Fathers Initiative | ||||||||
| 331 Laurel Street | Easton | MD | 21601 | None | PC | To support Responsible Fathers Initiative activities | $500 | |
| Talbot Hospice | ||||||||
| 586 Cynwood Dr | Easton | MD | 21601 | None | PC | To support Talbot Hospice's activities | $1,000 | |
| The Talbot Spy | ||||||||
| 102 East Dover Street | Easton | MD | 21601 | None | PC | To support The Talbot Spy's activities | $500 | |
| AmericaOne | ||||||||
| 127 University Avenue | Berkeley | CA | 94710 | None | PC | Fund Olympic Team | $25,000 | |
| AMIKids | ||||||||
| 5915 Benjamin Center Dr | Tampa | FL | 33634 | None | PC | Support AMIKids Activities | $1,000 | |
| Building African American Minds - BAAM | ||||||||
| 31 Jowite St | Easton | MD | 21601 | None | PC | Support BAAM Activities | $1,000 | |
| Beaufort County Open Land Trust | ||||||||
| 905 Charles Street | Baaufort | SC | 29907 | None | PC | Support Beaufort County Open Land Trust Activities | $1,000 | |
| Bishop Gadsden | ||||||||
| 1 Bishop Gadsdent Wy | Charleston | SC | 29412 | None | PC | Support Bishop Gadsden activities | $1,000 | |
| ITCH-Midshore Community Foundation | ||||||||
| 120 East Dover St | Easton | MD | 21601 | None | PC | Support ITCH activities | $1,000 | |
| Essex County Community Foundation | ||||||||
| 500 Cummings Center Suite 5450 | Beverly | MA | 01915 | None | PC | Support the Chet & Will Griswold Suicide prevention program | $100 | |
| Flying Cloud Log Canoe Preservation Trust | ||||||||
| PO Box 4 | Saint Michaels | MD | 21663 | None | PC | Support Flying Cloud Log Canoe Preservation Trust mission | $100 | |
| The Sailing Foundation of New York | ||||||||
| PO Box 124 | Rye | NY | 10580 | None | PC | Support Sailing Foundation of New York's activities | $1,000 | |
| VoteAmerica | ||||||||
| 1270 Grove Street Ste 301 | San Francisco | CA | 94117 | None | PC | Support VoteAmerica's Activities | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,075 | 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 | $19,691 | 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 | $20,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $283,068 | 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 | $418 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $323,369 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $323,369 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,926 | Amt |
| Net Investment Income | $2,463 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,462 | 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 | $162,435 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EVERCORE #1550 | StockNm |
| EOY Book Value | $255,168 | EOYBookValueAmt |
| EOYFMV | $942,375 | 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 | $32,097 |
| CBRE GROUP INC | $10,880 | $7,165 | $39,387 |
| MAP HERITAGE FUND | $17,072 | $17,304 | $156,370 |
| DARROW NOTE RECEIVABLE | $250,000 | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $8,583 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGE | $66 | |
| INVESTMENT FEES | $7,945 | $7,945 |
| OTHER EXPENSES | $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 | $20,192 | $20,192 |
| FEDERAL TAX REFUND | $418 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $17 | $17 | |
| MD FILING FEE | $78 | $78 | |
| BALANCE DUE FORM 4720 | $0 |