SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202201329349100825
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T07:55:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061355927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND ADAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201277158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIFERT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIF | BusinessNameControlTxt |
| Phone | 2037629000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD RD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA D SEIFERT | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2037629000 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | SEIFERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER VALKENBURGH | PreparerPersonNm |
| PTIN | P00441709 | PTIN |
| Phone | 2037629000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $990,123 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,322 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,675 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $107,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $107,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,879 | CashBOYAmt |
| Cash EOY | $2,677 | CashEOYAmt |
| Cash EOYFMV | $2,677 | CashEOYFMVAmt |
| Other Investments BOY | $470,755 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $511,555 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $987,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $479,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $514,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $990,123 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $479,634 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $514,232 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $514,232 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $514,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $514,232 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $514,232 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10 SHS. EQUIEX, INC. | P | 2020-05-28 | 2021-01-02 | $6,693 | $6,827 | -$134 | -$134 |
| 5 SHS. ANSYS, INC. | P | 2009-07-13 | 2021-01-13 | $1,868 | $147 | $1,721 | $1,721 |
| 30 SHS. CROWN CASTLE INTERNATIONAL CORP. | P | 2016-03-10 | 2021-01-13 | $4,574 | $2,555 | $2,019 | $2,019 |
| 5 SHS. PAYPAL HOLDINGS | P | 2015-07-30 | 2021-01-13 | $1,215 | $194 | $1,021 | $1,021 |
| 20 SHS. NEXTERA ENERGY, INC. | P | 2018-08-30 | 2021-02-03 | $1,657 | $857 | $800 | $800 |
| 15 SHS. PROLOGIS, INC. | P | 2016-06-30 | 2021-02-03 | $1,566 | $726 | $840 | $840 |
| 5 SHS. PAYPAL HOLDINGS | P | 2015-07-30 | 2021-02-03 | $1,239 | $194 | $1,045 | $1,045 |
| 15 SHS. SOLAREDGE TECHNOLOGIES, INC. | P | 2020-01-28 | 2021-02-03 | $4,518 | $1,526 | $2,992 | $2,992 |
| 75 SHS. MCCORMICK & CO. | P | 2014-06-23 | 2021-02-04 | $6,659 | $2,674 | $3,985 | $3,985 |
| 25 SHS. AON, PLC | P | 2020-01-23 | 2021-02-04 | $5,174 | $5,317 | -$143 | -$143 |
| 10 SHS. PAYPAL HOLDINGS | P | 2015-07-30 | 2021-02-11 | $2,957 | $389 | $2,568 | $2,568 |
| 75 SHS. EVERSOURCE ENERGY | P | 2019-05-31 | 2021-02-19 | $6,113 | $5,505 | $608 | $608 |
| 5 SHS. ADOBE, INC. | P | 2017-03-14 | 2021-03-04 | $2,210 | $605 | $1,605 | $1,605 |
| 25 SHS. COSTCO WHOLESALE CORP. | P | 2015-08-17 | 2021-03-04 | $7,940 | $3,649 | $4,291 | $4,291 |
| 40 SHS. SALESFORCE.COM, INC. | P | 2017-07-20 | 2021-03-04 | $8,168 | $3,617 | $4,551 | $4,551 |
| 15 SHS. INTUIT, INC. | P | 2015-07-20 | 2021-03-04 | $5,640 | $1,605 | $4,035 | $4,035 |
| 25 SHS. VERISK ANALYTICS, INC. | P | 2019-09-26 | 2021-03-04 | $4,028 | $3,961 | $67 | $67 |
| 50 SHS. PROLOGIS, INC. | P | 2016-06-30 | 2021-03-04 | $4,782 | $2,421 | $2,361 | $2,361 |
| 182 SHS. CLARIVATE, PLC | P | 2020-07-09 | 2021-03-04 | $3,969 | $4,095 | -$126 | -$126 |
| 93 SHS. CLARIVATE, PLC | P | 2020-07-10 | 2021-03-04 | $2,028 | $2,082 | -$54 | -$54 |
| 5 SHS. SVB FINANCIAL GROUP | P | 2020-03-18 | 2021-03-22 | $2,573 | $729 | $1,844 | $1,844 |
| 75 SHS. WESTERN ALLIANCE BANCORP | P | 2020-03-19 | 2021-03-22 | $7,231 | $1,800 | $5,431 | $5,431 |
| 10 SHS. JPMORGAN CHASE & CO. | P | 2020-03-16 | 2021-04-21 | $1,494 | $929 | $565 | $565 |
| 5 SHS. NVIDIA CORP. | P | 2019-10-22 | 2021-04-21 | $3,043 | $986 | $2,057 | $2,057 |
| 5 SHS. SHERWIN WILLIAMS CORP. | P | 2020-04-16 | 2021-04-21 | $1,345 | $810 | $535 | $535 |
| 15 SHS. NVIDIA CORP. | P | 2019-10-22 | 2021-05-20 | $8,784 | $2,958 | $5,826 | $5,826 |
| 75 SHS. QUALCOMM, INC. | P | 2020-04-01 | 2021-05-20 | $9,966 | $5,051 | $4,915 | $4,915 |
| 15 SHS. FORTINET, INC. | P | 2020-03-26 | 2021-05-27 | $3,249 | $1,499 | $1,750 | $1,750 |
| 5 SHS. SVB FINANCIAL GROUP | P | 2020-03-18 | 2021-06-03 | $2,967 | $729 | $2,238 | $2,238 |
| 10 SHS. VERISK ANALYTICS, INC. | P | 2019-09-26 | 2021-06-04 | $1,722 | $1,585 | $137 | $137 |
| 50 SHS. VERISK ANALYTICS, INC. | P | 2019-11-01 | 2021-06-04 | $8,612 | $7,267 | $1,345 | $1,345 |
| 5 SHS. ADOBE, INC. | P | 2017-03-14 | 2021-06-14 | $2,761 | $605 | $2,156 | $2,156 |
| 1 SH. AMAZON.COM, INC. | P | 2017-03-21 | 2021-06-14 | $3,358 | $845 | $2,513 | $2,513 |
| 5 SHS. ANSYS, INC. | P | 2009-07-13 | 2021-06-14 | $1,677 | $147 | $1,530 | $1,530 |
| 25 SHS. BANK OF AMERICA CORP. | P | 2020-04-13 | 2021-06-14 | $1,031 | $603 | $428 | $428 |
| 10 SHS. CROWN CASTLE INTERNATIONAL CORP. | P | 2016-03-10 | 2021-06-14 | $1,933 | $852 | $1,081 | $1,081 |
| 5 SHS. SALESFORCE.COM, INC. | P | 2017-07-20 | 2021-06-14 | $1,211 | $452 | $759 | $759 |
| 5 SHS. DANAHER CORP. | P | 2016-09-22 | 2021-06-14 | $1,218 | $389 | $829 | $829 |
| 10 SHS. WALT DISNEY CO. | P | 2019-03-19 | 2021-06-14 | $1,767 | $1,134 | $633 | $633 |
| 10 SHS. ESTEE LAUDER COMPANIES | P | 2015-10-08 | 2021-06-14 | $2,999 | $838 | $2,161 | $2,161 |
| 25 SHS. EATON CORP. | P | 2020-03-30 | 2021-06-14 | $3,619 | $2,397 | $1,222 | $1,222 |
| 25 SHS. FISERV, INC. | P | 2016-01-12 | 2021-06-14 | $2,728 | $1,112 | $1,616 | $1,616 |
| 5 SHS. INTUIT, INC. | P | 2015-07-20 | 2021-06-14 | $2,355 | $535 | $1,820 | $1,820 |
| 5 SHS. SHERWIN WILLIAMS CORP. | P | 2020-04-16 | 2021-06-14 | $1,367 | $810 | $557 | $557 |
| 5 SHS. UNITEDHEALTH GROUP, INC. | P | 2015-10-01 | 2021-06-14 | $1,974 | $578 | $1,396 | $1,396 |
| 10 SHS. VISA INC. | P | 2017-04-18 | 2021-06-14 | $2,322 | $897 | $1,425 | $1,425 |
| 5 SHS, AUTODESK, INC. | P | 2020-04-07 | 2021-06-14 | $1,383 | $770 | $613 | $613 |
| 5 SHS. AON, PLC | P | 2020-01-23 | 2021-06-14 | $1,233 | $1,063 | $170 | $170 |
| 10 SHS. GLOBAL PAYMENTS, INC. | P | 2017-11-14 | 2021-06-14 | $1,920 | $1,012 | $908 | $908 |
| 5 SHS. FORTINET, INC. | P | 2020-03-26 | 2021-06-14 | $1,134 | $500 | $634 | $634 |
| 10 SHS. PROLOGIS, INC. | P | 2016-06-30 | 2021-06-14 | $1,237 | $484 | $753 | $753 |
| 10 SHS. PAYPAL HOLDINGS | P | 2015-07-30 | 2021-06-14 | $2,718 | $389 | $2,329 | $2,329 |
| 75 SHS. GENMAG A/S SPONSORED ADR | P | 2020-04-02 | 2021-06-14 | $3,285 | $1,520 | $1,765 | $1,765 |
| 50 SHS. TREX CO., INC. | P | 2020-04-30 | 2021-06-14 | $5,025 | $2,428 | $2,597 | $2,597 |
| 40 SHS. FORTINET, INC. | P | 2020-03-26 | 2021-06-17 | $9,372 | $3,999 | $5,373 | $5,373 |
| 95 SHS. FISERV, INC. | P | 2016-01-12 | 2021-06-24 | $10,262 | $4,225 | $6,037 | $6,037 |
| 50 SHS. FISERV, INC. | P | 2019-01-22 | 2021-06-24 | $5,401 | $3,890 | $1,511 | $1,511 |
| 15 SHS. FISERV, INC. | P | 2021-03-08 | 2021-06-24 | $1,620 | $1,851 | -$231 | -$231 |
| 35 SHS. GLOBAL PAYMENTS, INC. | P | 2017-11-14 | 2021-08-04 | $5,901 | $3,542 | $2,359 | $2,359 |
| 25 SHS. GLOBAL PAYMENTS, INC. | P | 2018-12-28 | 2021-08-04 | $4,215 | $2,593 | $1,622 | $1,622 |
| 25 SHS. GLOBAL PAYMENTS, INC. | P | 2019-01-11 | 2021-08-04 | $4,215 | $2,756 | $1,459 | $1,459 |
| 15 SHS. GLOBAL PAYMENTS, INC. | P | 2021-03-08 | 2021-08-04 | $2,529 | $3,108 | -$579 | -$579 |
| 10 SHS. DANAHER CORP. | P | 2016-09-22 | 2021-09-29 | $3,069 | $777 | $2,292 | $2,292 |
| 5 SHS. THERMO FISHER SCIENTIFIC, INC. | P | 2016-06-28 | 2021-09-29 | $2,899 | $715 | $2,184 | $2,184 |
| 15 SHS. HOME DEPOT, INC. | P | 2020-03-23 | 2021-11-17 | $5,966 | $2,313 | $3,653 | $3,653 |
| 20 SHS. NVIDIA CORP. | P | 2019-11-05 | 2021-11-17 | $5,921 | $1,054 | $4,867 | $4,867 |
| 20 SHS. ROCKWELL AUTOMATION CORP. | P | 2020-04-20 | 2021-11-17 | $6,773 | $3,416 | $3,357 | $3,357 |
| 10 SHS. SHERWIN WILLIAMS CORP. | P | 2020-04-16 | 2021-11-17 | $3,379 | $1,619 | $1,760 | $1,760 |
| 25 SHS. ZIMMER BIOMET HOLDINGS, INC. | P | 2021-01-13 | 2021-11-17 | $3,269 | $4,082 | -$813 | -$813 |
| 35 SHS. ZIMMER BIOMET HOLDINGS, INC. | P | 2021-01-13 | 2021-11-17 | $4,618 | $5,714 | -$1,096 | -$1,096 |
| 50 SHS. ZIMMER BIOMET HOLDINGS, INC. | P | 2021-03-05 | 2021-11-17 | $6,596 | $7,870 | -$1,274 | -$1,274 |
| 5 SHS. SVB FINANCIAL GROUP | P | 2020-03-18 | 2021-11-17 | $3,681 | $729 | $2,952 | $2,952 |
| 25 SHS. IQVIA HOLDINGS, INC. | P | 2020-06-25 | 2021-11-17 | $6,610 | $3,408 | $3,202 | $3,202 |
| 25 SHS. WESTERN ALLIANCE BANCORP | P | 2020-03-19 | 2021-11-19 | $2,884 | $600 | $2,284 | $2,284 |
| 25 SHS. HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC. | P | 2020-05-05 | 2021-11-17 | $1,534 | $703 | $831 | $831 |
| 50 SHS. TREX CO., INC. | P | 2020-04-30 | 2021-11-17 | $6,535 | $2,428 | $4,107 | $4,107 |
| 10 SHS. LINDE PLC | P | 2019-10-15 | 2021-11-17 | $3,318 | $1,961 | $1,357 | $1,357 |
| 10 SHS. NVIDIA CORP. | P | 2019-11-05 | 2021-11-30 | $3,190 | $527 | $2,663 | $2,663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,467 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,048 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,048 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $2,068 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGORY AND ADAMS PC | IndividualWithBooksNm |
| Phone | 2037629000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | CHAIR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JEFFREY SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TIM SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $859,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $870,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $870,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $857,067 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,048 | TotalTaxAmt |
| Distributable Before Adj | $40,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,341 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,984 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,918 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,528 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,195 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $128,112 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,341 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,771 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,984 | ExcessFromYear4Amt |
| Excess From Year3 | $9,146 | ExcessFromYear3Amt |
| Excess From Year2 | $8,918 | ExcessFromYear2Amt |
| Excess From Year1 | $11,528 | ExcessFromYear1Amt |
| Excess From Current Year | $66,195 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES | |||||||
| 89 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| BROOKLINE HIGH SCHOOL INNOVATION FUND | |||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 100061705 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| EASTER SEALS NEW HAMPSHIRE | |||||||
| 505 AUBURN STREET | MANCHESTER | NH | 03103 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| FAMILIES IN TRANSITION | |||||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| FRIENDS OF BOSTON'S HOMELESS | |||||||
| 12 WISE STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| LEGACY FOUNDATION AT SHELL PONIT | |||||||
| 1510 SHELL POINT BLVD | FORT MEYERS | FL | 33908 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $50,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVENUE | NORWALK | CT | 06854 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| LIVING JOURNEYS | |||||||
| PO BOX 2014 | CRESTED BUTTE | CO | 81224 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| MEDICAL MISSION SISTER | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| NAMI NEW HAMPSHIRE | |||||||
| 85 STATE STREET | CONCORD | NH | 03301 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY - KIDS CAFE | |||||||
| 121 CEDAR STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| ST JOSEPH COMMUNITY STORE | |||||||
| PO BOX 910 | MERRIMACK | NH | 03054 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| WAYPOINT | |||||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03105 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $12,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $107,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,322 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,322 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
| 8 | ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $511,555 | BookValueAmt |
| EOYFMV | $987,446 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $41 | $0 | $0 |
| ADR FEE | $8 | $0 | $0 |
Comments