SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-29
- IRS object ID
- 202011209349100901
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-29T08:58:51-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER VALKENBURGH | PreparerPersonNm |
| PTIN | P00441709 | PTIN |
| Phone | 2037629000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $733,987 | 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 | $7,390 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,390 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,599 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,599 | 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 | $3,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,599 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,440 | CashBOYAmt |
| Cash EOY | $5,307 | CashEOYAmt |
| Cash EOYFMV | $5,307 | CashEOYFMVAmt |
| Other Investments BOY | $387,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $468,163 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $728,680 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $422,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $473,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $733,987 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $422,664 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $473,470 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $422,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $473,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $422,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $473,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $422,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $473,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $473,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10 SHS. ALIGN TECHNOLOGY, INC. | P | 2019-01-18 | 2019-08-15 | $1,742 | $2,208 | -$466 | -$466 |
| 5 SHS. ANTHEM, INC. | P | 2018-06-18 | 2019-04-18 | $1,181 | $1,222 | -$41 | -$41 |
| 20 SHS. NETFLIX, INC. | P | 2019-02-19 | 2019-08-15 | $5,768 | $7,260 | -$1,492 | -$1,492 |
| 125 SHS. SCHWAB CHARLES CORP. | P | 2019-01-18 | 2019-03-22 | $5,230 | $6,001 | -$771 | -$771 |
| 17.547 SHS. 1919 FINANCIAL SERVICES | P | 2018-12-06 | 2019-03-21 | $442 | $432 | $10 | $10 |
| 20 SHS. ADOBE SYSTEMS, INC. | P | 2017-03-14 | 2019-10-18 | $5,278 | $2,422 | $2,856 | $2,856 |
| 50 SHS. ALIGN TECHNOLOGY, INC. | P | 2012-06-26 | 2019-08-15 | $8,708 | $1,625 | $7,083 | $7,083 |
| 5 SHS. AMAZON COM, INC. | P | 2017-03-21 | 2019-08-02 | $9,072 | $4,224 | $4,848 | $4,848 |
| 75 SHS. ANALOG DEVICES, INC. | P | 2016-10-14 | 2019-01-03 | $6,221 | $4,660 | $1,561 | $1,561 |
| 15 SHS. ANSYS, INC. | P | 2009-07-13 | 2019-08-27 | $3,154 | $440 | $2,714 | $2,714 |
| 15 SHS. ANSYS, INC. | P | 2009-07-13 | 2019-12-03 | $3,722 | $440 | $3,282 | $3,282 |
| 10 SHS. ANTHEM, INC. | P | 2018-03-27 | 2019-03-29 | $2,840 | $2,214 | $626 | $626 |
| 20 SHS. ANTHEM, INC. | P | 2018-03-27 | 2019-04-18 | $4,722 | $4,429 | $293 | $293 |
| 25 SHS. ANTHEM, INC. | P | 2018-06-18 | 2019-09-26 | $5,903 | $6,111 | -$208 | -$208 |
| 12.50 SHS. AQUA AMER.INC. | P | 2006-08-31 | 2019-01-04 | $415 | $230 | $185 | $185 |
| 312.50 SHS. AQUA AMER.INC. | P | 2006-10-11 | 2019-01-04 | $10,372 | $5,670 | $4,702 | $4,702 |
| 75 SHS. BOSTON SCIENTIFIC CO. | P | 2016-09-01 | 2019-08-02 | $3,174 | $1,810 | $1,364 | $1,364 |
| 25 SHS. BOSTON SCIENTIFIC CO. | P | 2016-09-01 | 2019-12-03 | $1,057 | $603 | $454 | $454 |
| 50 SHS. BROWN FORMAN CORP. | P | 2007-06-28 | 2019-10-02 | $3,083 | $781 | $2,302 | $2,302 |
| 10 SHS. CINTAS CORP. | P | 2017-02-10 | 2019-05-31 | $2,208 | $1,167 | $1,041 | $1,041 |
| 5 SHS. CINTAS CORP. | P | 2017-02-10 | 2019-08-27 | $1,299 | $584 | $715 | $715 |
| 5 SHS. COSTCO WHOLESALE CORP. | P | 2015-08-17 | 2019-05-31 | $1,180 | $730 | $450 | $450 |
| 5 SHS. COSTCO WHOLESALE CORP. | P | 2015-08-17 | 2019-10-02 | $1,414 | $730 | $684 | $684 |
| 25 SHS. DAHAHER CORP. | P | 2016-09-22 | 2019-04-18 | $3,190 | $1,943 | $1,247 | $1,247 |
| 50 SHS. EOG RESOURCES, INC. | P | 2017-11-30 | 2019-05-30 | $4,208 | $5,132 | -$924 | -$924 |
| 25 SHS. FISERV, INC. | P | 2016-01-12 | 2019-07-30 | $2,582 | $1,112 | $1,470 | $1,470 |
| 25 SHS. FISERV, INC. | P | 2016-01-12 | 2019-08-27 | $2,647 | $1,112 | $1,535 | $1,535 |
| 15 SHS. FISERV, INC. | P | 2016-01-12 | 2019-12-03 | $1,702 | $667 | $1,035 | $1,035 |
| 25 SHS. GLOBAL PAYMENTS, INC. | P | 2017-07-21 | 2019-03-29 | $3,392 | $2,352 | $1,040 | $1,040 |
| 10 SHS. GLOBAL PAYMENTS, INC. | P | 2017-07-21 | 2019-05-30 | $1,520 | $941 | $579 | $579 |
| 25 SHS. GLOBAL PAYMENTS, INC. | P | 2017-07-21 | 2019-12-03 | $4,410 | $2,352 | $2,058 | $2,058 |
| 115 SHS. HUNT J.B. TRANS. SVCS. | P | 2011-02-03 | 2019-05-28 | $10,022 | $4,700 | $5,322 | $5,322 |
| 10 SHS. INTUIT, INC. | P | 2015-07-20 | 2019-03-29 | $2,604 | $1,070 | $1,534 | $1,534 |
| 25 SHS. ESTEE LAUDER COMPANY | P | 2015-10-08 | 2019-08-13 | $4,513 | $2,096 | $2,417 | $2,417 |
| 15 SHS. LENNOX INTERNATIONAL, INC. | P | 2013-09-11 | 2019-05-31 | $3,967 | $1,097 | $2,870 | $2,870 |
| 15 SHS. METTLER-TOLEDO INTERNATIONAL | P | 2011-07-29 | 2019-01-03 | $7,933 | $2,380 | $5,553 | $5,553 |
| 15 SHS. NEXTERA ENERGY, INC. | P | 2018-08-30 | 2019-12-19 | $3,595 | $2,570 | $1,025 | $1,025 |
| 10 SHS. NORTHROP GRUMMAN CORP. | P | 2016-03-01 | 2019-10-02 | $3,610 | $1,943 | $1,667 | $1,667 |
| 15 SHS. PAYPAL HOLDINGS, INC. | P | 2015-07-30 | 2019-05-31 | $1,641 | $583 | $1,058 | $1,058 |
| 50 SHS. PAYPAL HOLDINGS, INC. | P | 2015-07-30 | 2019-10-02 | $4,969 | $1,943 | $3,026 | $3,026 |
| 25 SHS. SALEFORCE.COM | P | 2017-07-20 | 2019-10-02 | $3,592 | $2,261 | $1,331 | $1,331 |
| 75 SHS. SUNTRUST BANKS, INC. | P | 2015-06-30 | 2019-05-30 | $4,526 | $3,224 | $1,302 | $1,302 |
| 5 SHS. TELEFLEX, INC. | P | 2017-10-12 | 2019-07-30 | $1,725 | $1,200 | $525 | $525 |
| 5 SHS. TELEFLEX, INC. | P | 2017-10-12 | 2019-08-27 | $1,795 | $1,200 | $595 | $595 |
| 5 SHS. TELEFLEX, INC. | P | 2017-10-12 | 2019-12-03 | $1,752 | $1,200 | $552 | $552 |
| 10 SHS. THERMO FISHER SCIENTIFIC | P | 2016-06-28 | 2019-04-18 | $2,600 | $1,430 | $1,170 | $1,170 |
| 10 SHS. THERMO FISHER SCIENTIFIC | P | 2016-06-28 | 2019-12-03 | $3,113 | $1,430 | $1,683 | $1,683 |
| 500 SHS. 1919 FINANCIAL SERVICES | P | 2010-09-15 | 2019-01-02 | $11,555 | $5,297 | $6,258 | $6,258 |
| 210.719 SHS. 1919 FINANCIAL SERVICES | P | 2010-09-15 | 2019-03-21 | $5,304 | $2,232 | $3,072 | $3,072 |
| 27.736 SHS. 1919 FINANCIAL SERVICES | P | 2011-12-08 | 2019-03-21 | $698 | $296 | $402 | $402 |
| 16.084 SHS. 1919 FINANCIAL SERVICES | P | 2012-12-13 | 2019-03-21 | $405 | $211 | $194 | $194 |
| 11.575 SHS. 1919 FINANCIAL SERVICES | P | 2013-12-12 | 2019-03-21 | $291 | $209 | $82 | $82 |
| 3.898 SHS. 1919 FINANCIAL SERVICES | P | 2014-06-18 | 2019-03-21 | $98 | $73 | $25 | $25 |
| 12.179 SHS. 1919 FINANCIAL SERVICES | P | 2014-12-29 | 2019-03-21 | $307 | $240 | $67 | $67 |
| 59.843 SHS. 1919 FINANCIAL SERVICES | P | 2014-12-29 | 2019-03-21 | $1,506 | $1,177 | $329 | $329 |
| 9.639 SHS. 1919 FINANCIAL SERVICES | P | 2015-12-28 | 2019-03-21 | $243 | $189 | $54 | $54 |
| .109 SHS. 1919 FINANCIAL SERVICES | P | 2015-12-28 | 2019-03-21 | $3 | $2 | $1 | $1 |
| 92.821 SHS. 1919 FINANCIAL SERVICES | P | 2015-12-28 | 2019-03-21 | $2,336 | $1,817 | $519 | $519 |
| 8.672 SHS. 1919 FINANCIAL SERVICES | P | 2016-12-28 | 2019-03-21 | $218 | $208 | $10 | $10 |
| 39.174 SHS. 1919 FINANCIAL SERVICES | P | 2016-12-28 | 2019-03-21 | $986 | $940 | $46 | $46 |
| 2.77 SHS. 1919 FINANCIAL SERVICES | P | 2017-12-06 | 2019-03-21 | $70 | $76 | -$6 | -$6 |
| 5 SHS. UNITED HEALTH GROUP | P | 2015-10-01 | 2019-03-29 | $1,214 | $578 | $636 | $636 |
| 30 SHS. UNITED HEALTH GROUP | P | 2015-10-01 | 2019-04-18 | $6,614 | $3,466 | $3,148 | $3,148 |
| 5 SHS. VISA, INC. | P | 2017-04-18 | 2019-05-31 | $796 | $448 | $348 | $348 |
| 5 SHS. VISA, INC. | P | 2017-04-18 | 2019-08-27 | $879 | $448 | $431 | $431 |
| 10 SHS. VISA, INC. | P | 2017-04-18 | 2019-12-03 | $1,806 | $897 | $909 | $909 |
| 100 SHS. WABTEC | P | 2012-11-13 | 2019-03-22 | $7,054 | $4,049 | $3,005 | $3,005 |
| 75 SHS. EOG RESOURCES, INC. | P | 2018-01-03 | 2019-08-01 | $6,177 | $8,360 | -$2,183 | -$2,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $686,516 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,348 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $613,352 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077195 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $559,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073328 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $620,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072490 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $623,569 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065751 | DistributionYr5Rt |
| Total Distribution | 0.351399 | TotalDistributionRt |
| Average Distribution | 0.070280 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $700,286 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,216 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $966 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| 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 | $18 | EsPenaltyAmt |
| Tax Due | $1,950 | 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 | Yes (1) | 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 | $666,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $710,950 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $710,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $700,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,932 | TotalTaxAmt |
| Distributable Before Adj | $33,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,848 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,186 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,984 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $67,505 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,918 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $76,423 | 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 | $10,848 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,575 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,186 | ExcessFromYear4Amt |
| Excess From Year3 | $14,341 | ExcessFromYear3Amt |
| Excess From Year2 | $17,984 | ExcessFromYear2Amt |
| Excess From Year1 | $9,146 | ExcessFromYear1Amt |
| Excess From Current Year | $8,918 | 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 |
|---|---|---|---|---|---|---|---|
| LIVING JOURNEYS | |||||||
| PO BOX 2014 | CRESTED BUTTE | CO | 81224 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| 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 |
| MANCHESTER REGION YOUTH HOCKEY ASSOC | |||||||
| PO BOX 4958 | MANCHESTER | NH | 03108 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $500 |
| 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 |
| WORLD CENTRAL KITCHEN | |||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| MASS GENERAL CELIAC RESEARCH CENTER | |||||||
| 25 NASHUA STREET 540 | BOSTON | MA | 02114 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| 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 | $1,250 |
| SALVATION ARMY - KIDS CAFE | |||||||
| 121 CEDAR STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $500 |
| 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 | $1,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,390 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $96,599 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $96,599 | 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 | $468,163 | BookValueAmt |
| EOYFMV | $728,680 | EOYFMVAmt |
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 | $3,793 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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