SEIP FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEIP FAMILY FOUNDATION (EIN 68-0401790)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349102093
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T15:13:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | 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 | 2021-01-01 | 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 | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Alexa | PersonFirstNm |
| Person Last | Seip | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joan C Holtz | PreparerPersonNm |
| PTIN | P00836429 | PTIN |
| Phone | 7038930600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $2,266,511 | 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 | $203,254 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $345,022 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $628,373 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $345,022 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,128 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,128 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $601,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,943 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,733 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,733 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $140 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,723 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $18,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $391,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $393,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,008 | CashBOYAmt |
| Cash EOY | $3,029 | CashEOYAmt |
| Cash EOYFMV | $3,029 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,978 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,978 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $782,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $582,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,627,396 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $391,498 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $291,759 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $288,238 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $29,456 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,533 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $214,870 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,304,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,033,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,266,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,304,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,033,777 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,304,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,033,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,304,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,033,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,304,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,722 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,496,015 | SubtotalAmt |
| Other Decreases | $462,238 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,033,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $628,327 | $283,351 | $344,976 | $344,976 |
| CAPITAL GAIN DIVIDENDS | P | $46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $345,022 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,328 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,328 | SubtotalAmt |
| Tax Based On Investment Income | $5,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,621 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $12,621 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $7,284 | OverpaymentAmt |
| Applied To ES Tax | $7,284 | 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 | $0 |
| TOM D SEIP | |||||||||
| EVERCORE TRUST CO | 55 EAST 52ND STREET | NEW YORK | NY | 10055 | CFO/SECRETARY | 0.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,424,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $515,168 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,073,603 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,073,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,042,499 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,125 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,125 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,328 | TotalTaxAmt |
| Distributable Before Adj | $96,797 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,797 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $393,054 | 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 | $393,054 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,797 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $278,719 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $268,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $239,672 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $333,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $244,732 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,365,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $393,054 | QualifyingDistributionsAmt |
| Applied To Current Year | $96,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $296,257 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,661,469 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $278,719 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,382,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $268,723 | ExcessFromYear4Amt |
| Excess From Year3 | $239,672 | ExcessFromYear3Amt |
| Excess From Year2 | $333,366 | ExcessFromYear2Amt |
| Excess From Year1 | $244,732 | ExcessFromYear1Amt |
| Excess From Current Year | $296,257 | 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 |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT A BRIEF DESCRIPTION OF THE PROGRAM WHICH THEY PROPOSE TO FUND, INCLUDING HOW FUNDS WILL BE USED TO FURTHER THE STATED PURPOSES OF THE ORGANIZATION (APPLICANT). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACADEMY ART MUSEUM | |||||||
| 106 South St | Easton | MD | 21601 | PC | Donations to acquisition fund | $8,500 | |
| AVALON FOUNDATION | |||||||
| 40 E Dover St | Eston | MD | 216013013 | PC | Fund jazz festival | $1,600 | |
| BEAUFORT COUNTY OPEN LAND TRUST | |||||||
| PO Box 75 | Beaufort | SC | 29901 | PC | Support continued maintenance of land trust | $1,000 | |
| CARE | |||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | PC | Care packages | $150 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | PC | Supporting regenerative farming | $20,000 | |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 North Talbot Street | St Michaels | MD | 21663 | PC | Construction of new buildings | $82,600 | |
| DARROW SCHOOL | |||||||
| 110 Darrow Road | New Lebanon | NY | 12125 | PC | Installation of generators, support various funds | $181,449 | |
| DEL-MAR-VA COUNCIL | |||||||
| 1910 Baden Powell Way | Dover | DE | 19904 | PC | General support | $550 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 Rector Street | New York | NY | 10006 | PC | Medical Care | $500 | |
| EASTERN SHORE LAND CONSERVANCY | |||||||
| 114 S Washington St | Easton | MD | 21601 | PC | Conservation | $1,900 | Suite 101 |
| EASTON VOLUNTEER FIRE DEPARTMENT | |||||||
| 315 Leonard Rieck Drive | Easton | MD | 21601 | PC | Support fire services | $250 | |
| EDCHOICE | |||||||
| 111 Monument Circle | Indianapolis | IN | 46204 | PC | General giving | $100 | Suite 2650 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 Connecticut Ave NW | Washington | DC | 20009 | PC | General giving | $100 | Suite 600 |
| FOR ALL SEASONS | |||||||
| 300 Talbot St | Easton | MD | 21601 | PC | Behavioral health services | $10,000 | |
| FREEDOM ROWERS | |||||||
| 770 Port St | Easton | MD | 21601 | PC | General giving | $100 | |
| HABITAT FOR HUMANITY CHOPTANK | |||||||
| 29349 Maple Ave | Trappe | MD | 21673 | PC | Charitable Home Construction | $2,500 | Ste 3 |
| HAITI NURSING FOUNDATION | |||||||
| 1100 N Main St | Ann Arbor | MI | 48104 | PC | Nursing School | $1,000 | Ste 209 |
| HISTORIC BEAUFORT FOUNDATION | |||||||
| 208 Scott St | Beaufort | SC | 29902 | PC | General giving | $75 | |
| MAINE TRAIL ASSOCIATION | |||||||
| 100 Kensington St | Portland | ME | 04103 | PC | General giving | $65 | |
| MARYLAND FOOD BANK | |||||||
| 2200 Halethorpe Farms Road | Baltimore | MD | 21227 | PC | Food assistance | $500 | |
| MD HOUSE & GARDEN PILGRIMAGE | |||||||
| 1783 Forest Dr 243 | Annapolis | MD | 21401 | PC | General giving | $150 | |
| MID-SHORE COMMUNITY FOUNDATION | |||||||
| 102 East Dover Street | Easton | ME | 21601 | PC | Endowment fund, vaccine fund, Move the Monument fund, American Legion, Media Fund | $23,250 | |
| NATIONAL MARITIME HISTORICAL SOCIETY | |||||||
| PO Box 68 | Peekskill | NY | 10566 | PC | Digitize Sea History | $1,292 | |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1st Street | Miami | FL | 33131 | PC | General giving | $150 | Ste 800 |
| PENN STATE | |||||||
| 2583 Gateway Dr | State College | PA | 168013098 | PC | College of the Liberal Arts Future Fund | $1,000 | Suite 130 |
| SHAKER MUSEUM | |||||||
| PO Box 328 | Chatham | NY | 12037 | PC | Create responsive programming | $500 | |
| SHELDON BOYS AND GIRLS CLUB | |||||||
| PO Box 127 | Sheldon | SC | 29941 | PC | Community support | $800 | 21 Agnes Major Road |
| ST MICHAEL'S VFD | |||||||
| 1001 South Talbot Street | St Michaels | MD | 21663 | PC | Fire department support | $500 | |
| TALBOT HISTORICAL SOCIETY | |||||||
| 30 South Washington Street | Easton | MD | 21601 | PC | Annual giving | $700 | |
| THE CHET & WILL GRISWOLD SUICIDE PREVENTION FUND | |||||||
| 175 Andover Street | Danvers | MA | 01923 | PC | General giving | $100 | Suite 101 |
| THE CHILDREN'S HOME FOUNDATION | |||||||
| PO Box 756 | Easton | MD | 21601 | PC | Support continued operations | $200 | |
| THE MUSEUM OF MODERN ART | |||||||
| 11 W 53rd St | New York | NY | 10019 | PC | General giving | $148 | |
| THE TRUST FOR PUBLIC LAND | |||||||
| 1608 Walnut St | Philadelphia | PA | 19103 | PC | General giving | $100 | Suite 302 |
| UM MEMORIAL HOSPITAL FOUNDATION | |||||||
| 219 S Washington Street | Easton | MD | 21601 | PC | General fund | $1,000 | |
| UNIVERSITY SYSTEM OF MARYLAND FOUNDATION | |||||||
| 3300 Metzerott Road | Adelphi | MD | 20783 | PC | HPL Development Programs | $400 | |
| US SAILING | |||||||
| 1 Roger Williams University Way | Bristol | RI | 02809 | PC | Fund olympic team | $25,000 | |
| WESTERN RESERVE ACADEMY | |||||||
| 115 College Street | Hudson | OH | 44236 | PC | WRA Fund | $1,000 | |
| WOMEN & GIRLS FUND | |||||||
| 102 East Dover Street | Easton | MD | 21601 | PC | Women & Girls Fund | $500 | |
| WYE RIVER UPPER SCHOOL | |||||||
| 316 S Commerce St | Centreville | MD | 21617 | PC | Financial aid fund, annual fund | $6,000 | |
| YMCA OF THE CHESAPEAKE | |||||||
| 202 Peachblossom Rd | Easton | MD | 21601 | PC | General giving | $14,000 | |
| TALBOT HOSPICE | |||||||
| 586 Cynwood Dr | Easton | MD | 216013805 | PC | Wyman foundation | $1,000 | |
| TALBOT HUMANE SOCIETY | |||||||
| 7894 Ocean Gateway | Easton | MD | 21601 | PC | Mission forward programs and operations of shelter | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $391,229 | 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 | $25,793 | 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 | $27,128 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $345,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $397,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,943 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ALEXA TOM SEIP | ||||||
| 1 | 7961 BLOOMFIELD ROAD | EASTON | MD | 21601 | $51,100 | Yes (X) |
| ALEXA TOM SEIP | ||||||
| 2 | 7961 BLOOMFIELD ROAD | EASTON | MD | 21601 | $152,154 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 155.00 SHS OF MICROSOFT CORPORATION (MSFT) | $51,100 | 2021-12-22 |
| 2 | 1,821.00 SHS OF CHARLES SCHWAB CORPORATION (SCHW) | $152,154 | 2021-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $1,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,825 | 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 | $291,759 | EOYBookValueAmt |
| EOYFMV | $288,238 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EVERCORE #1550 | StockNm |
| EOY Book Value | $582,478 | EOYBookValueAmt |
| EOYFMV | $1,627,396 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN TOWER REIT | $15,303 | $15,303 | $58,500 |
| MAP 1998-B | $7,191 | $4,527 | $100,000 |
| MAP 1998-A | $6,962 | $3,703 | $56,370 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION ON GIFTED STOCKS | $197,645 |
| BOOK TO TAX ADJUSTMENTS | $35,588 |
| PRIOR PERIOD BALANCE SHEET BASIS ADJ | $229,005 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $1,723 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1: MAP 1998-B, LP | $17,574 | $17,574 |
| K-1: MAP 1998-A, LP | $9,554 | $9,554 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,733 | Amt |
| Net Investment Income | $12,733 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $90 | $90 |
| CA FTB | $50 |