SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-21
- IRS object ID
- 202121119349100307
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-21T09:41:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061355927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND ADAMS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201277158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEIFERT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIF | BusinessNameControlTxt |
| Phone | 2037629000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD RD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA D SEIFERT | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 2037629000 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | SEIFERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER VALKENBURGH | PreparerPersonNm |
| PTIN | P00441709 | PTIN |
| Phone | 2037629000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $901,300 | 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 | $8,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,543 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,506 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,657 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,208 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,657 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,307 | CashBOYAmt |
| Cash EOY | $8,879 | CashEOYAmt |
| Cash EOYFMV | $8,879 | CashEOYFMVAmt |
| Other Investments BOY | $479,226 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,755 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $892,421 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $484,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $479,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $901,300 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $484,533 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $479,634 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $484,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $479,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $484,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $479,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $484,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,208 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $490,741 | SubtotalAmt |
| Other Decreases | $11,107 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $479,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (87 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 SHS. LENOX INTERNATIONL, INC. | P | 2013-09-11 | 2020-01-09 | $6,136 | $1,829 | $4,307 | $4,307 |
| 5 SHS. ANSYS, INC. | P | 2009-07-13 | 2020-01-23 | $1,373 | $147 | $1,226 | $1,226 |
| 5 SHS. BECTON DICKINSON & CO. | P | 2017-11-09 | 2020-01-23 | $1,383 | $1,122 | $261 | $261 |
| 15 SHS. DANAHER COPR. | P | 2016-09-22 | 2020-01-23 | $2,432 | $1,166 | $1,266 | $1,266 |
| 5 SHS. VISA, INC. | P | 2017-04-18 | 2020-01-23 | $1,021 | $448 | $573 | $573 |
| 10 SHS. CME GROUP, INC. | P | 2018-04-12 | 2020-01-23 | $2,068 | $1,646 | $422 | $422 |
| 50 SHS. TRUIST FINANCIAL CORP. | P | 2015-06-30 | 2020-01-28 | $2,742 | $1,660 | $1,082 | $1,082 |
| 5 SHS. FISERV, INC. | P | 2016-01-12 | 2020-01-28 | $594 | $222 | $372 | $372 |
| 5 SHS. INTUIT, INC. | P | 2015-07-20 | 2020-01-28 | $1,427 | $535 | $892 | $892 |
| 5 SHS. RAYTHEON CO. | P | 2016-03-01 | 2020-01-28 | $1,125 | $624 | $501 | $501 |
| 5 SHS. GLOBAL PAYMENTS, INC. | P | 2017-07-21 | 2020-01-28 | $981 | $470 | $511 | $511 |
| 100 SHS. HEXCEL CORP. | P | 2011-10-28 | 2020-03-03 | $6,727 | $2,578 | $4,149 | $4,149 |
| 225 SHS. BANK OF AMERICA CORP. | P | 2019-10-25 | 2020-03-09 | $4,934 | $7,156 | -$2,222 | -$2,222 |
| 200 SHS. BANK OF AMERICA CORP. | P | 2019-12-10 | 2020-03-09 | $4,386 | $6,721 | -$2,335 | -$2,335 |
| 100 SHS. BANK OF AMERICA CORP. | P | 2019-12-17 | 2020-03-09 | $2,193 | $3,531 | -$1,338 | -$1,338 |
| 125 SHS. US BANKCORP | P | 2016-11-17 | 2020-03-09 | $4,755 | $6,097 | -$1,342 | -$1,342 |
| 125 SHS. US BANKCORP | P | 2019-10-22 | 2020-03-09 | $4,755 | $7,126 | -$2,371 | -$2,371 |
| 100 SHS. HEXCEL CORP. | P | 2011-10-28 | 2020-03-09 | $5,565 | $2,578 | $2,987 | $2,987 |
| 175 SHS. DISCOVER FINANCIAL SERVICES | P | 2015-01-12 | 2020-03-10 | $9,496 | $11,046 | -$1,550 | -$1,550 |
| 35 SHS. PALO ALTO NETWORKS, INC. | P | 2019-12-19 | 2020-03-10 | $5,585 | $8,003 | -$2,418 | -$2,418 |
| 111.88 SHS. TRUIST FINANCIAL CORP. | P | 2015-06-30 | 2020-03-12 | $3,338 | $3,713 | -$375 | -$375 |
| 97.131 SHS. TRUIST FINANCIAL CORP. | P | 2019-11-05 | 2020-03-12 | $2,897 | $5,344 | -$2,447 | -$2,447 |
| 75 SHS. TRUIST FINANCIAL CORP. | P | 2019-12-17 | 2020-03-12 | $2,237 | $4,241 | -$2,004 | -$2,004 |
| 50 SHS. BOSTON PROPERTIES, INC. | P | 2019-04-25 | 2020-03-13 | $5,664 | $6,807 | -$1,143 | -$1,143 |
| 20 SHS. RAYTHEON CO. | P | 2016-03-01 | 2020-03-17 | $2,492 | $2,497 | -$5 | -$5 |
| 5 SHS. RAYTHEON CO. | P | 2016-09-15 | 2020-03-17 | $623 | $688 | -$65 | -$65 |
| 54.69 SHS. BROWN FORMAN CORP. | P | 2007-06-28 | 2020-03-23 | $2,577 | $854 | $1,723 | $1,723 |
| 70.31 SHS. BROWN FORMAN CORP. | P | 2007-06-28 | 2020-03-23 | $3,313 | $1,098 | $2,215 | $2,215 |
| 20 SHS. AMERICAN WATER WORKS CO., INC. | P | 2019-01-04 | 2020-03-26 | $2,352 | $1,795 | $557 | $557 |
| 25 SHS. CROWN CASTLE INTERNATIONAL CORP. | P | 2016-03-10 | 2020-03-26 | $3,395 | $2,129 | $1,266 | $1,266 |
| 10 SHS. MCCORMICK & CO. | P | 2014-06-23 | 2020-03-26 | $1,284 | $713 | $571 | $571 |
| 5 SHS. NETERA ENERGY, INC. | P | 2018-08-30 | 2020-03-26 | $1,105 | $857 | $248 | $248 |
| 75 SHS. ANALOG DEVICES, INC. | P | 2019-11-11 | 2020-03-31 | $6,759 | $8,448 | -$1,689 | -$1,689 |
| 50 SHS. ANALOG DEVICES, INC. | P | 2020-01-09 | 2020-03-31 | $4,506 | $6,011 | -$1,505 | -$1,505 |
| 100 SHS. EVERSOUCE ENERGY | P | 2019-03-29 | 2020-03-31 | $7,811 | $7,083 | $728 | $728 |
| 25 SHS. EVERSOURCES ENERGY | P | 2019-05-31 | 2020-03-31 | $1,953 | $1,835 | $118 | $118 |
| 45 SHS. RAYTHEON CO. | P | 2016-09-15 | 2020-04-02 | $5,476 | $6,194 | -$718 | -$718 |
| 50 SHS. AMERICAN WATER WORKS, CO., INC. | P | 2019-01-04 | 2020-04-08 | $6,001 | $4,487 | $1,514 | $1,514 |
| 100 SHS. CHURCH & DWIGHT INC. | P | 2018-12-20 | 2020-04-08 | $6,734 | $6,493 | $241 | $241 |
| 25 SHS. CME GROUP | P | 2018-04-12 | 2020-04-13 | $4,541 | $4,115 | $426 | $426 |
| 100 SHS. CHURCH & DWIGHT INC. | P | 2019-05-30 | 2020-04-29 | $6,827 | $7,486 | -$659 | -$659 |
| 35 SHS. LINDE PLC | P | 2019-04-05 | 2020-04-30 | $6,431 | $6,475 | -$44 | -$44 |
| 25 SHS. CHUBB LTD. | P | 2017-03-31 | 2020-05-05 | $2,536 | $3,418 | -$882 | -$882 |
| 5 SHS. ANSYS, INC. | P | 2009-07-13 | 2020-05-05 | $1,325 | $147 | $1,178 | $1,178 |
| 10 SHS. PAYPAL HOLDINGS | P | 2015-07-30 | 2020-05-05 | $1,263 | $389 | $874 | $874 |
| 50 SHS. JPMORGAN CHASE & CO. | P | 2020-06-16 | 2020-05-14 | $4,359 | $4,643 | -$284 | -$284 |
| 10 SHS. CROWN CASTLE INTERNATIONAL CORP. | P | 2016-03-10 | 2020-05-28 | $1,642 | $852 | $790 | $790 |
| 15 SHS. MCMCORMICK & CO. | P | 2014-06-23 | 2020-05-28 | $2,581 | $1,070 | $1,511 | $1,511 |
| 55 SHS. BECTON DICKINSON & CO. | P | 2017-11-09 | 2020-06-25 | $12,508 | $12,341 | $167 | $167 |
| 5 SHS. BECTON DICKINSON & CO. | P | 2018-12-28 | 2020-06-25 | $1,137 | $1,129 | $8 | $8 |
| 10 SHS. BECTON DICKINSON & CO. | P | 2019-10-15 | 2020-06-25 | $2,274 | $2,549 | -$275 | -$275 |
| 10 SHS. NORTHROP GRUMMAN CORP. | P | 2016-03-01 | 2020-07-09 | $2,911 | $1,943 | $968 | $968 |
| 5 SHS. NORTHROP GRUMMAN CORP. | P | 2016-08-04 | 2020-07-09 | $1,456 | $1,097 | $359 | $359 |
| 175 SHS. XYLEM INC. | P | 2018-03-08 | 2020-07-09 | $11,582 | $13,405 | -$1,823 | -$1,823 |
| 25 SHS. XYLEM INC. | P | 2019-11-01 | 2020-07-09 | $1,655 | $1,969 | -$314 | -$314 |
| 50 SHS. CHUBB LTD. | P | 2017-03-31 | 2020-07-27 | $6,610 | $6,837 | -$227 | -$227 |
| 25 SHS. CHUBB LTD. | P | 2017-09-21 | 2020-07-27 | $3,305 | $3,589 | -$284 | -$284 |
| 5 SHS. ADOBE INC. | P | 2017-03-14 | 2020-09-02 | $2,660 | $605 | $2,055 | $2,055 |
| 50 SHS. CINTAS CORP. | P | 2019-02-10 | 2020-09-02 | $1,705 | $584 | $1,121 | $1,121 |
| 25 SHS. PAYPAL HOLDINGS | P | 2015-07-30 | 2020-09-02 | $5,269 | $971 | $4,298 | $4,298 |
| 60 SHS. PEPSICO INC. | P | 2019-08-13 | 2020-09-03 | $8,495 | $7,821 | $674 | $674 |
| 10 SHS. VERISK ANALYTICS INC. | P | 2019-09-26 | 2020-09-29 | $1,855 | $1,585 | $270 | $270 |
| 20 SHS. NVIDIA CORP. | P | 2019-10-22 | 2020-10-29 | $10,359 | $3,944 | $6,415 | $6,415 |
| 20 SHS. NORTHROP GRUMMAN CORP. | P | 2016-08-04 | 2020-11-06 | $5,982 | $4,386 | $1,596 | $1,596 |
| 5 SHS. NORTHROP GRUMMAN CORP. | P | 2019-02-12 | 2020-11-06 | $1,495 | $1,434 | $61 | $61 |
| 40 SHS. CME GROUP, INC. | P | 2018-04-12 | 2020-11-06 | $6,003 | $6,583 | -$580 | -$580 |
| 25 SHS. CME GROUP, INC. | P | 2019-01-07 | 2020-11-06 | $3,752 | $4,621 | -$869 | -$869 |
| 5 SHS. ADOBE INC. | P | 2017-03-14 | 2020-11-11 | $2,325 | $605 | $1,720 | $1,720 |
| 10 SHS. ANSYS INC. | P | 2009-07-13 | 2020-11-11 | $3,304 | $294 | $3,010 | $3,010 |
| 10 SHS. AMPHENOL CORP. | P | 2007-06-27 | 2020-11-11 | $1,227 | $176 | $1,051 | $1,051 |
| 15 SHS. SALESFORCE.COM, INC. | P | 2017-07-20 | 2020-11-11 | $3,823 | $1,356 | $2,467 | $2,467 |
| 5 SHS. CINAS CORP. | P | 2017-02-10 | 2020-11-11 | $1,777 | $584 | $1,193 | $1,193 |
| 20 SHS. DANAHER CORP. | P | 2016-09-22 | 2020-11-11 | $4,574 | $1,555 | $3,019 | $3,019 |
| 10 SHS. ESTEE LAUDER COMPANIES | P | 2015-10-08 | 2020-11-11 | $2,469 | $838 | $1,631 | $1,631 |
| 10 SHS. FISERV INC. | P | 2016-01-12 | 2020-11-11 | $1,057 | $445 | $612 | $612 |
| 15 SHS. INTUIT INC. | P | 2015-07-20 | 2012-01-11 | $5,242 | $1,605 | $3,637 | $3,637 |
| 20 SHS. THERMO FISCHER SCIENTIFIC, INC. | P | 2016-06-28 | 2020-11-11 | $4,792 | $1,430 | $3,362 | $3,362 |
| 5 SHS. UNITEDHEALTH GROUP, INC. | P | 2015-10-01 | 2020-11-11 | $1,767 | $578 | $1,189 | $1,189 |
| 5 SHS. VISA INC. | P | 2017-04-18 | 2020-11-11 | $1,054 | $448 | $606 | $606 |
| 5 SHS. VERISK ANALYTICS INC. | P | 2019-09-26 | 2020-11-11 | $980 | $792 | $188 | $188 |
| 10 SHS. GLOBAL PAYMENTS INC. | P | 2017-07-21 | 2020-11-11 | $1,919 | $941 | $978 | $978 |
| 5 SHS. GLOBAL PAYMENTS INC. | P | 2017-11-14 | 2020-11-11 | $959 | $506 | $453 | $453 |
| 10 SHS. PAYPAL HOLDINGS | P | 2015-07-30 | 2020-11-11 | $1,883 | $389 | $1,494 | $1,494 |
| 5 SHS. LINDE PLC | P | 2019-04-05 | 2020-11-11 | $1,293 | $925 | $368 | $368 |
| 150 SHS. BOSTON SCIENTIFIC CORP. | P | 2016-09-01 | 2020-11-24 | $5,077 | $3,620 | $1,457 | $1,457 |
| 250 SHS. BOSTON SCIENTIFIC CORP. | P | 2016-09-19 | 2020-11-24 | $8,462 | $5,918 | $2,544 | $2,544 |
| 25 SHS. BOSTON SCIENTIFIC CORP. | P | 2019-11-01 | 2020-11-24 | $846 | $1,052 | -$206 | -$206 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $829 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $829 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $829 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $846 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GREGORY AND ADAMS PC | IndividualWithBooksNm |
| Phone | 2037629000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 OLD RIDGEFIELD ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | CHAIR | 0.00 | $0 | $0 | $0 |
| CHRISTOPHER SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| JEFFREY SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TIM SEIFERT | ||||||||
| 190 OLD RIDGEFIELD ROAD | WILTON | CT | 06897 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $764,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $777,684 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $777,684 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $766,019 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $829 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $829 | TotalTaxAmt |
| Distributable Before Adj | $37,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,186 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,341 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,984 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,146 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,575 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,528 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $77,103 | 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 | $15,186 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,341 | ExcessFromYear4Amt |
| Excess From Year3 | $17,984 | ExcessFromYear3Amt |
| Excess From Year2 | $9,146 | ExcessFromYear2Amt |
| Excess From Year1 | $8,918 | ExcessFromYear1Amt |
| Excess From Current Year | $11,528 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES | |||||||
| 89 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| BROOKLINE HIGH SCHOOL INNOVATION FUND | |||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 100061705 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| EASTER SEALS NEW HAMPSHIRE | |||||||
| 505 AUBURN STREET | MANCHESTER | NH | 03103 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| FAMILIES IN TRANSITION | |||||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| FRIENDS OF BOSTON'S HOMELESS | |||||||
| 12 WISE STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVENUE | NORWALK | CT | 06854 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| LIVING JOURNEYS | |||||||
| PO BOX 2014 | CRESTED BUTTE | CO | 81224 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| GUNNISON VALLEY MENTORS | |||||||
| 101 NORTH 8TH STREET | GUNNISON | CO | 81230 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 |
| MEDICAL MISSION SISTER | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| NAMI NEW HAMPSHIRE | |||||||
| 85 STATE STREET | CONCORD | NH | 03301 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY - KIDS CAFE | |||||||
| 121 CEDAR STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| ST JOSEPH COMMUNITY STORE | |||||||
| PO BOX 910 | MERRIMACK | NH | 03054 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| WAYPOINT | |||||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03105 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,151 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,657 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,657 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
| 8 | ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $470,755 | BookValueAmt |
| EOYFMV | $892,421 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $11,107 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,434 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments