2021-08-31T12:38:59-05:00 2020-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2020-01-01 680401790 THE SEIP FAMILY FOUNDATION LIMITED EVERCORE TRUST CO C/O ASHLEY FERRIELLO SEIP 2128227691 55 EAST 52ND STREET NEW YORK NY 10055 ALEXA C SEIP PRESIDENT 4159033223 2021-08-31 1 ALEXA SEIP 999009999 KATHLEEN BURRY P00394887 4159818766 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X X 1966369 X X 25565 25565 78880 444970 124134 22772 22772 127217 172471 0 0 0 67 33 34 6980 3490 3490 11903 11903 0 10158 73 85 5251 5251 0 34359 20750 3609 334567 331367 368926 20750 334976 -241709 151721 6825 4008 4008 287513 96856 96856 860440 782475 1326209 360606 391498 394404 30618 29456 144892 1546002 1304293 1966369 0 0 X 0 0 0 0 1546002 1304293 1546002 1304293 1546002 1304293 1546002 -241709 0 1304293 0 1304293 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 79991 782 79209 79209 EVERCORE - PUBLICLY TRADED 2020-01-01 2020-12-31 364941 320054 44887 44887 124134 2109 0 2109 0 2109 6730 0 0 0 6730 0 4621 4621 0 0 0 0 0 0 0 0 0 0 0 1 1 CA MD 1 0 1 0 0 1 N/A CALEGARI MORRIS ACCOUNTANTS 4159550355 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1495393 231994 147810 1875197 0 0 1875197 28128 1847069 92353 92353 2109 2109 90244 0 90244 0 90244 334976 0 334976 0 334976 90244 0 0 175922 278719 268723 239672 333366 1296402 334976 0 0 0 90244 244732 0 0 1541134 0 0 0 0 0 0 175922 1365212 278719 268723 239672 333366 244732 ALEXA C SEIP TOM D SEIP ALEXA C SEIP CO EVERCORE TRUST CO C 55 EAST 52ND STREET NEW YORK NY 10055 2128227691 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). NONE NONE ACADEMY ART MUSEUM 106 SOUTH STREET EASTON MD 21601 N/A PC SPRING GALA, CRAFT SHOW AND COLLECTION SOCIETY MEMBERSHIP 4750 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 1000 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 20000 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 77100 CHESAPEAKE MULTICULTURAL RESOURCE CENTER 20 BAY ST EASTON MD 21601 N/A PC GENERAL SUPPORT 10709 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 93632 DEL MAR VA COUNCIL BOY SCOUTS OF AMERICA 101 W 10TH ST WILMINGTON DE 19801 N/A PC GENERAL SUPPORT 1000 DOCK STREET FOUNDATION 205 GOLDSBOROUGH STREET EASTON MD 21601 N/A PC HOPEFUL 2020 CAMPAIGN 1000 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 1000 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 1000 HAITI NURSING FOUNDATION 1100 N MAIN ST 209 ANN ARBOR MI 48104 N/A PC NURSING SCHOOL 1000 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 1000 HOPEFUL HORIZONS PO BOX 1775 BEAUFORT SC 29901 N/A PC SURVIVORS OF CHILD ABUSE, DOMESTIC VIOLENCE AND SEXUAL ASSAULT ANNUAL BUDGET 1000 JOHN HOPKINS UNIVERSITY & MEDICINE 287 GIBBS AVE NEWPORT RI 02840 N/A PC BAYVIEW NURSE NAVIGATOR FUND 40000 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 6250 NAACP LEGAL DEFENSE AND EDUCATIONAL FUND 700 14TH ST NW 600 WASHINGTON DC 20005 N/A PC GENERAL SUPPORT 1000 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 1500 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 1000 PICKERING CREEK AUDUBON CENTER 11450 AUDUBON LANE EASTON MD 21601 N/A PC CONNECT PEOPLE OF ALL AGES AND BACKGROUNDS WITH NATURE 1000 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 1600 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 1000 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 1000 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 1000 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 3500 WESTERN RESERVE ACADEMY 115 COLLEGE STREE HUDSON OH 44236 N/A PC WRA FUND 1000 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. 27826 YMCA OF THE CHESAPEAKE 111-1 E DOVER STREET EASTON MD 21601 N/A PC CAPITAL CAMPAIGN AND PERKINS AQUATICS CENTER 24100 DELMARVA NESTING FOUNDATION 6480 LOCUST GROVE ROAD EASTON MD 21601 N/A PC GENERAL SUPPORT 500 334567 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 N/A PC ASSIST MARYLAND FARMERS AND LANDOWNERS 40000 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 250000 CHESAPEAKE BAY MARITIME MUSEUM 213 N TALBOT STREET ST MICHAELS MD 21663 N/A PC GRANT CHALLENGE 60000 DARROW SCHOOL 110 DARROW ROAD NEW LEBANON NY 12125 N/A PC TEMPREST CURB APPEAL AND DECOR 172000 YMCA OF THE CHESAPEAKE 111-1 E DOVER STREET EASTON MD 21601 N/A PC CAPITAL CAMPAIGN AND PERKINS AQUATICS CENTER 26000 548000 14 25565 15 22772 18 78880 0 127217 0 127217 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6980 3490 3490 DOUBLELINE TOTAL RETURN BOND FUND 101759 101619 THE FROST TOTAL RETURN BOND FUND 88783 88830 ORACLE CORP 100956 101007 STANFORD UNIVERSITY 100000 102948 375 SHARES ABBOTT LABS 32657 41059 175 SHARES ALIBABA GROUP HOLDINGS 31058 40728 30 SHARES AMAZON.COM INC 52487 97708 604 SHARES APPLE INC 16670 80145 45 SHARES AUTOZONE INC 21468 53345 200 SHARES BERKSHIRE HATHAWAY - CL B 45329 46374 700 SHARES BLACKSTONE GROUP INC 37437 45367 571 SHARES BORG WARNER AUTOMOTIVE 25431 22063 700 SHARES CBRE GROUP INC 17310 43904 275 SHARES CDW CORP 27750 36242 300 SHARES CELANESE CORP-A 16210 38982 1,247 SHARES CHARLES SCHWAB CORP 64520 66141 265 SHARES CHUBB LTD 9051 40789 225 SHARES CONSTELLATION BRANDS INC 34536 49286 3,330.35 SHARES DFA INTERNATIONAL CORE EQTY 38332 48523 305 SHARES HOME DEPOT INC 27592 81014 200 SHARES IPG PHOTONICS CORP 31043 44758 200 SHARES MASTERCARD INC CL A 59736 71388 700 SHARES MORGAN STANLEY 33606 47971 50 SHARES NVIDIA CORP 11944 26110 750 SHARES SS&C TECHNOLOGIES 34406 54563 300 SHARES TEXAS INSTRUMENTS INC 15312 49239 200 SHARES THERMO FISHER SCIENTIFIC INC 25748 93156 182 SHARES UNITED HEALTH GROUP INC 30357 63824 1,000 SHARES WESTROCK CO 42485 43530 MAP - 1998, L.P. AT COST 7191 50000 MAP - 1999, L.P. AT COST 6962 50000 200 SHARES AMERICAN TOWER CORP REIT AT COST 15303 44892 LEGAL FEES 67 33 34 MAP 1998-B, L.P. 2824 2824 0 MAP 1999-A L.P. 2427 2427 0 MAP 1998-B, L.P. (ROYALTY) 14371 14371 14371 MAP 1999-A, L.P. (ROYALTY) 8401 8401 8401 EVERCORE INVESTMENT FEES 11903 11903 0 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 CALIFORNIA FILING FEES 85 0 85 FEDERAL EXCISE TAX 10000 0 0 FOREIGN TAXES 73 73 0