SEIP FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SEIP FAMILY FOUNDATION (EIN 68-0401790)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-31
- IRS object ID
- 202102439349100005
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-31T12:38:59-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942186350 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALEGARI & MORRIS ACCOUNTANTS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA STREET 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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) |
|---|---|---|
| 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 C SEIP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033223 | PhoneNum |
| Signature | 2021-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN BURRY | PreparerPersonNm |
| PTIN | P00394887 | PTIN |
| Phone | 4159818766 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,966,369 | 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 | $25,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $444,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $124,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,772 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,772 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $127,217 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $172,471 | 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 |
| Legal Fees Rev And Expnss | $67 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $33 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,490 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,903 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,903 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,251 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,609 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $334,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $331,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $368,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$241,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,721 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,825 | CashBOYAmt |
| Cash EOY | $4,008 | CashEOYAmt |
| Cash EOYFMV | $4,008 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $96,856 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $96,856 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $860,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $782,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,326,209 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $360,606 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $391,498 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $394,404 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,618 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,456 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $144,892 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,546,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,304,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,966,369 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,546,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,304,293 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,546,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,304,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,546,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,304,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,546,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$241,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,304,293 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,304,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| MAP 1998-B, L.P. | 2020-01-01 | 2020-12-31 | $24 | $24 | $24 | |
| MAP 1999-A, L.P. | 2020-01-01 | 2020-12-31 | $14 | $14 | $14 | |
| EVERCORE - PUBLICLY TRADED | 2020-01-01 | 2020-12-31 | $79,991 | $79,209 | $79,209 | $782 |
| EVERCORE - PUBLICLY TRADED | 2020-01-01 | 2020-12-31 | $364,941 | $44,887 | $44,887 | $320,054 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $124,134 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,730 | 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 | $6,730 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,621 | OverpaymentAmt |
| Applied To ES Tax | $4,621 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CALEGARI MORRIS ACCOUNTANTS | IndividualWithBooksNm |
| Phone | 4159550355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 CALIFORNIA STREET 3RD FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94108 | 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 (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 | 0.00 | $0 | $0 | $0 |
| TOM D SEIP | |||||||||
| EVERCORE TRUST CO 55 EAST 52ND | STREET | NEW YORK | NY | 10055 | CFO/SECRETARY | 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 | $1,495,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $147,810 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,875,197 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,875,197 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,847,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,109 | TotalTaxAmt |
| Distributable Before Adj | $90,244 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,244 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,976 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $334,976 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $175,922 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $278,719 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $268,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $239,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $333,366 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,296,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,244 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $244,732 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,541,134 | 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 | $175,922 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,365,212 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $278,719 | ExcessFromYear4Amt |
| Excess From Year3 | $268,723 | ExcessFromYear3Amt |
| Excess From Year2 | $239,672 | ExcessFromYear2Amt |
| Excess From Year1 | $333,366 | ExcessFromYear1Amt |
| Excess From Current Year | $244,732 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALEXA C SEIP | ContributingManagerNm |
| Contributing Manager | TOM D SEIP | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALEXA C SEIP CO EVERCORE TRUST CO C | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY ART MUSEUM | |||||||
| 106 SOUTH STREET | EASTON | MD | 21601 | N/A | PC | SPRING GALA, CRAFT SHOW AND COLLECTION SOCIETY MEMBERSHIP | $4,750 |
| AMIKIDS | |||||||
| 60 HONEYBEE ISLAND ROAD | SEABROOK | SC | 29940 | N/A | PC | HELP KIDS DISCOVER AND REACH THEIR POTENTIAL | $500 |
| BEAUFORT COUNTY OPEN LAND | |||||||
| PO BOX 75 | BEAUFORT | SC | 29901 | N/A | PC | ANNUAL MEMBERSHIHP | $1,000 |
| BOYS AND GIRLS CLUB | |||||||
| 553 ROBERT SMALLS PARKWAY | PORT ROYAL | SC | 29935 | N/A | PC | BRAYS ISLAND GOLF BLITZ | $800 |
| CARE | |||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PC | RELIEF EFFORTS WORLDWIDE | $150 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | PC | ASSIST MARYLAND FARMERS AND LANDOWNERS | $20,000 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT STREET | ST MICHAELS | MD | 21663 | N/A | PC | COMPREHENSIVE CAMPAIGN, LIGHTHOUSE LEGACY SOCIETY, RISING TIDE AND SHIPWRIGHT APPRENTICE PROGRAM | $77,100 |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER | |||||||
| 20 BAY ST | EASTON | MD | 21601 | N/A | PC | GENERAL SUPPORT | $10,709 |
| CHURCH HILL VOLUNTEER FIRE CO | |||||||
| PO BOX 461 | EASTON | MD | 21601 | N/A | PC | GENERAL SUPPORT | $100 |
| COASTAL CONSERVATION LEAGUE | |||||||
| PO BOX 1861 | BEAUFORT | SC | 29901 | N/A | PC | PROTECT NATURAL RESOURCES | $500 |
| COMPASSION AND CHOICES | |||||||
| 101 SW MADISON STREET UNIT 8009 | PORTLAND | OR | 97207 | N/A | PC | IMPROVE CARE AT LIFE'S END | $200 |
| DARROW SCHOOL | |||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | GENERAL SUPPORT AND $57,000 TO TEMPREST CURB APPEAL AND DECOR | $93,632 |
| DEL MAR VA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 101 W 10TH ST | WILMINGTON | DE | 19801 | N/A | PC | GENERAL SUPPORT | $1,000 |
| DOCK STREET FOUNDATION | |||||||
| 205 GOLDSBOROUGH STREET | EASTON | MD | 21601 | N/A | PC | HOPEFUL 2020 CAMPAIGN | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NY | NY | 10006 | N/A | PC | EMERGENCY CARE | $600 |
| EASTERN SHORE LAND CONSERVANCY | |||||||
| 114 S WASHINGTON ST SUITE 101 | EASTON | MD | 21601 | N/A | PC | PARTY TO PRESERVE | $1,000 |
| EASTON VOLUNTEER FIRE | |||||||
| 315 LEONARD RIECK DRIVE | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $250 |
| FOR ALL SEASONS INC | |||||||
| 300 TALBOT STREET | EASTON | MD | 21601 | N/A | PC | BEHAVIORAL HEALTH AND RAPE CRISIS CENTER | $1,000 |
| HAITI NURSING FOUNDATION | |||||||
| 1100 N MAIN ST 209 | ANN ARBOR | MI | 48104 | N/A | PC | NURSING SCHOOL | $1,000 |
| HISTORIC BEAUFORT FOUNDATION | |||||||
| PO BOX 11 | BEAUFORT | SC | 29901 | N/A | PC | PRESERVING AND PROTECTING BEAUFORT'S ARCHITECTURAL HERITAGE | $500 |
| HISTORIC EASTON | |||||||
| PO BOX 1071 | EASTON | MD | 21601 | N/A | PC | ASHBURY UNITED METHODIST CHURCH BUILDING FUND | $1,000 |
| HOPEFUL HORIZONS | |||||||
| PO BOX 1775 | BEAUFORT | SC | 29901 | N/A | PC | SURVIVORS OF CHILD ABUSE, DOMESTIC VIOLENCE AND SEXUAL ASSAULT ANNUAL BUDGET | $1,000 |
| JOHN HOPKINS UNIVERSITY & MEDICINE | |||||||
| 287 GIBBS AVE | NEWPORT | RI | 02840 | N/A | PC | BAYVIEW NURSE NAVIGATOR FUND | $40,000 |
| MAINE ISLAND TRAIL ASSOCIATION | |||||||
| 100 KENSINGTON ST 2ND FLOOR | PORTLAND | ME | 04103 | N/A | PC | GENERAL SUPPORT | $65 |
| MARYLAND FOOD BANK | |||||||
| 2200 HALETHORPE FARMS ROAD | BALTIMORE | MD | 21227 | N/A | PC | GENERAL SUPPORT | $500 |
| MID-SHORE COMMUNITY FOUNDATION | |||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | N/A | PC | COVID-19 RESPONSE FUND | $6,250 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND | |||||||
| 700 14TH ST NW 600 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL MARITIME HISTORICAL SOCIETY | |||||||
| PO BOX 68 | PEEKSKILL | NY | 10566 | N/A | PC | DIGITALIZE SEA HISTORY | $35 |
| NEIGHBORHOOD SERVICE CENTER | |||||||
| 126 PORT STREET | EASTON | MD | 21601 | N/A | PC | GENERAL FUND | $1,500 |
| NEW YORK YACHT CLUB FOUNDATION | |||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL PURPOSE OF MAINTAINING, RESTORING AND PRESERVING FUNDAMENTAL STRUCTURES | $350 |
| PENN STATE | |||||||
| 2583 GATEWAY DR SUITE 130 | STATE COLLEGE | PA | 16801 | N/A | PC | COLLEGE OF THE LIBERAL ARTS FUTURE FUND | $1,000 |
| PICKERING CREEK AUDUBON CENTER | |||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | N/A | PC | CONNECT PEOPLE OF ALL AGES AND BACKGROUNDS WITH NATURE | $1,000 |
| POPULATION CONNECTION | |||||||
| 2120 L ST NW SUITE 500 | WASHINGTON | DC | 20037 | N/A | PC | ANNUAL FUND | $100 |
| RADCLIFFE CREEK SCHOOL | |||||||
| 201 TALBOT BOULEVARD | CHESTERTOWN | MD | 21620 | N/A | PC | ONLINE AUCTION | $650 |
| SHAKER MUSEUM | |||||||
| PO BOX 328 | CHATHAM | NY | 12037 | N/A | PC | CREATE RESPONSIVE PROGRAMMING | $500 |
| ST FRANCIS SAILING FOUNDATION | |||||||
| PO BOX 551 | SAN FRANCISCO | CA | 94104 | N/A | PC | CABARET IN THE SKY | $1,600 |
| TALBOT HISTORICAL SOCIETY | |||||||
| 30 S WASHINGTON ST | EASTON | MD | 21601 | N/A | PC | ANNUAL GIVING | $700 |
| TALBOT HOSPICE | |||||||
| 586 CYNWOOD DRIVE | EASTON | MD | 21601 | N/A | PC | WYMAN FOUNDATION | $1,000 |
| TALBOT HUMANE | |||||||
| PO BOX 1143 | EASTON | MD | 21601 | N/A | PC | MISSION FORWARD PROGRAMS AND OPERATIONS OF THE SHELTER | $500 |
| THE TALBOT COUNTY SENIOR CENTER | |||||||
| 400 BROOKLETTS AVE | EASTON | MD | 21601 | N/A | PC | DEFRAY COST OF EXTRA MEALS TO SENIORS | $1,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY ST SUITE 900 | SAN FRANCISCO | CA | 94104 | N/A | PC | GENERAL FUND | $100 |
| UNIVERSITY OF MARYLAND SHORE REGIONAL HEALTH | |||||||
| 219 S WASHINGTON ST | EASTON | MD | 21601 | N/A | PC | EMPLOYEE ASSISTANCE FUND | $500 |
| UNIVERSITY OF MARYLAND MEMORIAL HOSPITAL FOUNDATION | |||||||
| PO BOX 1846 | EASTON | MD | 21601 | N/A | PC | GENERAL FUND | $1,000 |
| VOTE AMERICA | |||||||
| 1270 GROVE STREET SUITE 301 | SAN FRANCISCO | CA | 94117 | N/A | PC | TURNOUT EFFORTS | $500 |
| WATERFOWL CHESAPEAKE FESTIVAL | |||||||
| 40 S HARRISON ST | EASTON | MD | 21601 | PC | ANNUAL FUND | $3,500 | |
| WESTERN RESERVE ACADEMY | |||||||
| 115 COLLEGE STREE | HUDSON | OH | 44236 | N/A | PC | WRA FUND | $1,000 |
| WYE RIVER UPPER SCHOOL | |||||||
| PO BOX 36 | WYE MILLS | MD | 21679 | N/A | PC | CHRISSY AULL GREAT TEACHERS FOR GREAT MINDS FUND AND ANNUAL FUND AND COVER LEGAL FEES AND HIRING COSTS. | $27,826 |
| YMCA OF THE CHESAPEAKE | |||||||
| 111-1 E DOVER STREET | EASTON | MD | 21601 | N/A | PC | CAPITAL CAMPAIGN AND PERKINS AQUATICS CENTER | $24,100 |
| DELMARVA NESTING FOUNDATION | |||||||
| 6480 LOCUST GROVE ROAD | EASTON | MD | 21601 | N/A | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,567 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | PC | ASSIST MARYLAND FARMERS AND LANDOWNERS | $40,000 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT STREET | ST MICHAELS | MD | 21663 | N/A | PC | COMPREHENSIVE CAMPAIGN, LIGHTHOUSE LEGACY SOCIETY, RISING TIDE AND SHIPWRIGHT APPRENTICE PROGRAM | $250,000 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT STREET | ST MICHAELS | MD | 21663 | N/A | PC | GRANT CHALLENGE | $60,000 |
| DARROW SCHOOL | |||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | TEMPREST CURB APPEAL AND DECOR | $172,000 |
| YMCA OF THE CHESAPEAKE | |||||||
| 111-1 E DOVER STREET | EASTON | MD | 21601 | N/A | PC | CAPITAL CAMPAIGN AND PERKINS AQUATICS CENTER | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $548,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,565 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $22,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,217 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,217 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,980 | Amt |
| Net Investment Income | $3,490 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,490 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | $101,759 | $101,619 |
| THE FROST TOTAL RETURN BOND FUND | $88,783 | $88,830 |
| ORACLE CORP | $100,956 | $101,007 |
| STANFORD UNIVERSITY | $100,000 | $102,948 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 375 SHARES ABBOTT LABS | $32,657 | $41,059 |
| 175 SHARES ALIBABA GROUP HOLDINGS | $31,058 | $40,728 |
| 30 SHARES AMAZON.COM INC | $52,487 | $97,708 |
| 604 SHARES APPLE INC | $16,670 | $80,145 |
| 45 SHARES AUTOZONE INC | $21,468 | $53,345 |
| 200 SHARES BERKSHIRE HATHAWAY - CL B | $45,329 | $46,374 |
| 700 SHARES BLACKSTONE GROUP INC | $37,437 | $45,367 |
| 571 SHARES BORG WARNER AUTOMOTIVE | $25,431 | $22,063 |
| 700 SHARES CBRE GROUP INC | $17,310 | $43,904 |
| 275 SHARES CDW CORP | $27,750 | $36,242 |
| 300 SHARES CELANESE CORP-A | $16,210 | $38,982 |
| 1,247 SHARES CHARLES SCHWAB CORP | $64,520 | $66,141 |
| 265 SHARES CHUBB LTD | $9,051 | $40,789 |
| 225 SHARES CONSTELLATION BRANDS INC | $34,536 | $49,286 |
| 3,330.35 SHARES DFA INTERNATIONAL CORE EQTY | $38,332 | $48,523 |
| 305 SHARES HOME DEPOT INC | $27,592 | $81,014 |
| 200 SHARES IPG PHOTONICS CORP | $31,043 | $44,758 |
| 200 SHARES MASTERCARD INC CL A | $59,736 | $71,388 |
| 700 SHARES MORGAN STANLEY | $33,606 | $47,971 |
| 50 SHARES NVIDIA CORP | $11,944 | $26,110 |
| 750 SHARES SS&C TECHNOLOGIES | $34,406 | $54,563 |
| 300 SHARES TEXAS INSTRUMENTS INC | $15,312 | $49,239 |
| 200 SHARES THERMO FISHER SCIENTIFIC INC | $25,748 | $93,156 |
| 182 SHARES UNITED HEALTH GROUP INC | $30,357 | $63,824 |
| 1,000 SHARES WESTROCK CO | $42,485 | $43,530 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAP - 1998, L.P. | AT COST | $7,191 | $50,000 |
| MAP - 1999, L.P. | AT COST | $6,962 | $50,000 |
| 200 SHARES AMERICAN TOWER CORP REIT | AT COST | $15,303 | $44,892 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $67 | LegalFeesAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAP 1998-B, L.P. | $2,824 | $2,824 | $0 |
| MAP 1999-A L.P. | $2,427 | $2,427 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAP 1998-B, L.P. (ROYALTY) | $14,371 | $14,371 | $14,371 |
| MAP 1999-A, L.P. (ROYALTY) | $8,401 | $8,401 | $8,401 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EVERCORE INVESTMENT FEES | CategoryTxt |
| Amt | $11,903 | Amt |
| Net Investment Income | $11,903 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| ALEXA C SEIP | ||||
| EVERCORE TRUST CO 55 EAST 52ND | STREET | NEW YORK | NY | 10055 |
| TOM D SEIP | ||||
| EVERCORE TRUST CO 55 EAST 52ND | STREET | NEW YORK | NY | 10055 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FILING FEES | $85 | $0 | $85 |
| FEDERAL EXCISE TAX | $10,000 | $0 | $0 |
| FOREIGN TAXES | $73 | $73 | $0 |