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ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROY AND RUTH SEIBEL FAM FOUNDATION (EIN 20-6408919)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202541349349101449
Schema version
2024v5.0
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)
Return2025-05-14T10:37:08-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474753799PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE ZLC GROUP CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12399 SWEET HOME RDAddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206408919EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROY AND RUTH SEIBEL FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROYABusinessNameControlTxt
Phone7168325537PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 EAST 89TH STREET APT 15BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101287015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J SEIBELPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7168325537PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH E PIRRI CPAPreparerPersonNm
PTINP01761062PTIN
Phone7168399001PhoneNum
Preparation2025-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,270,732FMVAssetsEOYAmt
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$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$12,201DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,201DividendsNetInvstIncmAmt
Dividends Adj Net Incm$12,201DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$127,359NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$376,382GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$127,359CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$139,562TotalRevAndExpnssAmt
Total Net Invst Incm$139,562TotalNetInvstIncmAmt
Total Adj Net Incm$12,203TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,295AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$647AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$648AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,227OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,227OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$300OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,822TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,874TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$948TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,322TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,874TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,448TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$61,240ExcessRevenueOverExpensesAmt
Net Investment Income$119,688NetInvestmentIncomeAmt
Adjusted Net Income$12,203AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,884CashBOYAmt
Cash EOY$6,150CashEOYAmt
Cash EOYFMV$6,150CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,210,488CorporateStockBOYAmt
Corporate Stock EOY$1,264,580CorporateStockEOYAmt
Corporate Stock EOYFMV$1,264,580CorporateStockEOYFMVAmt
Total Assets BOY$1,217,381TotalAssetsBOYAmt
Total Assets EOY$1,270,732TotalAssetsEOYAmt
Total Assets EOYFMV$1,270,732TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,217,381NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,270,732NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,217,381TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,270,732TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,217,381TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,270,732TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,217,381TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$61,240ExcessRevenueOverExpensesAmt
Subtotal$1,278,621SubtotalAmt
Other Decreases$7,889OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,270,732TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY MONEY MARKETP$54,376$54,376
FIDELITY MONEY MARKETP$4,969$4,969
PERSHING LT COVEREDP$278,376$186,098$92,278$92,278
AMPHENOL CORPP$17,792$1,238$16,554$16,554
MASTERCARD INCP$11,099$364$10,735$10,735
CHARLES SCHWAB CORPP$9,770$1,978$7,792$7,792
FieldValueIRS element (for citing)
Capital Gain Net Income$127,359CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,664InvestmentIncomeExciseTaxAmt
Subtotal$1,664SubtotalAmt
Tax Based On Investment Income$1,664TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$879EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$879TotalPaymentsAndCreditsAmt
Tax Due$785TaxDueAmt

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
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
Individual With BooksSUSAN J SEIBELIndividualWithBooksNm
Phone7168325537PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 E 89TH STREET APT 15BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN J SEIBEL
401 E 89TH STREET APT 15BNEW YORKNY10128TRUSTEE2.00$0$0$0
ROY E SEIBEL JR
PO BOX 580DAMARISCOTTAME04543TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,277,849AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,528AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,295,377TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,295,377AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,431CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,275,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,797MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,797MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,664TaxBasedOnInvestmentIncomeAmt
Total Tax$1,664TotalTaxAmt
Distributable Before Adj$62,133DistributableBeforeAdjAmt
Distributable Before Ded$62,133DistributableBeforeDedAmt
Distributable As Adjusted$62,133DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,448ExpensesAndContributionsAmt
Qualifying Distributions$58,448QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,133DistributableAsAdjustedAmt
Undistributed Income PY$54,010UndistributedIncomePYAmt
Qualifying Distributions$58,448QualifyingDistributionsAmt
Applied To Year1$54,010AppliedToYear1Amt
Applied To Current Year$4,438AppliedToCurrentYearAmt
Undistributed Income CY$57,695UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUFFALO OLMSTEAD PARKS CONSERVANCY
84 PARKSIDE AVENUEBUFFALONY14214NONEPUBLICCHARITABLE$5,000
FOREST LAWN HERITAGE FOUNDATION
1411 DELAWARE AVENUEBUFFALONY14209NONEPUBLICCHARITABLE$2,500
BUFFALO PHILHARMONIC ORCHESTRA
786 DELAWARE AVENUEBUFFALONY14209NONEPUBLICCHARITABLE$25,000
FRIENDS OF THE NIGHT PEOPLE
394 HUDSON STREETBUFFALONY14201NONEPUBLICCHARITABLE$5,000
BUFFALO TORONTO PUBLIC MEDIA
HORIZONS PLAZA POBOX 1263BUFFALONY14240NONEPUBLICCHARITABLE$5,000
JERSEY CITY BALLET
189 BRUNSWICK ST 3RDFLOORJERSEY CITYNJ07302NONEPUBLICCHARITABLE$5,000
BUFFALO HERITAGE CAROUSEL
1 MARINE DRIVEBUFFALONY14202NONEPUBLICCHARITABLE$5,000
KLEINHANS MUSIC HALL
3 SYMPHONY CIRCLEBUFFALONY14201NONEPUBLICCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,201ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$127,359ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$139,562ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,562TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,295Amt
Net Investment Income$647NetInvestmentIncomeAmt
Disbursements Charitable Prps$648DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORP STOCK INVESTMENTStockNm
EOY Book Value$1,264,580EOYBookValueAmt
EOYFMV$1,264,580EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS$7,674
PREPAID TAX$215

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
STATE FILING FEE$250$250
PUBLIC NOTICE$50$50

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$19,227Amt
Net Investment Income$19,227NetInvestmentIncomeAmt

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