SEIP FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEIP FAMILY FOUNDATION (EIN 68-0401790)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349103861
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- 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 | 2020-11-16T12:50:16-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | ATTN MYRON SUGARMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEIP | BusinessNameControlTxt |
| Phone | 4159033223 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO EMBARCADERO CENTER NO 2320 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXA C SEIP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4159033223 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN BURRY | PreparerPersonNm |
| PTIN | P00394887 | PTIN |
| Phone | 4159818766 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.2.150.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 07:56:16 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 558C22E7031C17682A4215466F93A8DF87D5234D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 558C22E7031C17682A4215466F93A8DF87D5234D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,019,784 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $603,747 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,393 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,393 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,096 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $854,448 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $596,389 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,591 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,591 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $802,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $651,373 | 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 | $1,646 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,646 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,807 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,457 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,639 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,106 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $399,519 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $398,039 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $424,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,639 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $403,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $378,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $633,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,575 | CashBOYAmt |
| Cash EOY | $6,825 | CashEOYAmt |
| Cash EOYFMV | $6,825 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $119,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $287,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $287,513 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $637,235 | CorporateStockBOYAmt |
| Corporate Stock EOY | $860,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,221,993 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $382,515 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $360,606 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,490 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,433 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $145,963 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,167,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,546,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,019,784 | 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 | $1,167,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,546,002 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,167,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,546,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,167,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,546,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,167,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $378,063 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,546,002 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,546,002 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EVERCORE | D | $527,093 | $38,648 | $488,445 | $488,445 |
| EVERCORE | P | $164,880 | $74,250 | $90,630 | $90,630 |
| EVERCORE | P | $110,046 | $111,973 | -$1,927 | -$1,927 |
| EVERCORE | P | $50,236 | $33,188 | $17,048 | $17,048 |
| EVERCORE - LTCG DISTRIBUTIONS | P | $2,193 | $2,193 | $2,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $596,389 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $314,288 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,575,006 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.199547 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $341,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,544,414 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.220797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $346,842 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,501,710 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.230965 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $253,779 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,627,108 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.155969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,901 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,706,151 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082584 | DistributionYr5Rt |
| Total Distribution | 0.889862 | TotalDistributionRt |
| Average Distribution | 0.177972 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,522,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $270,931 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,337 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $403,145 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,067 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,067 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,730 | OverpaymentAmt |
| Applied To ES Tax | $6,730 | 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 | 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 | ||||||||
| LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TOM D SEIP | ||||||||
| LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | 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 | $1,284,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $156,287 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,545,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,545,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,522,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,337 | TotalTaxAmt |
| Distributable Before Adj | $69,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,779 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $403,145 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $403,145 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,337 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $396,808 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,179 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $175,922 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $278,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $268,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $239,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,024,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $403,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $333,366 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,357,581 | 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 | $61,179 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,296,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $175,922 | ExcessFromYear4Amt |
| Excess From Year3 | $278,719 | ExcessFromYear3Amt |
| Excess From Year2 | $268,723 | ExcessFromYear2Amt |
| Excess From Year1 | $239,672 | ExcessFromYear1Amt |
| Excess From Current Year | $333,366 | 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 MYRON G SUGARMAN LO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO EMBARCADERO CENTER SUITE 2320 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4159033223 | 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 | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY ART MUSEUM | ||||||||||
| 106 SOUTH STREET | EASTON | MD | 21601 | N/A | PC | SPRING GALA, CRAFT SHOW AND COLLECTION SOCIETY MEMBERSHIP | $3,850 | |||
| ASPEN INSTITUTE | ||||||||||
| 2300 N STREET NW | WASHINGTON | DC | 20037 | N/A | PC | WYE FELLOWS PROGRAM | $1,500 | |||
| BAHAMAS RED CROSS | ||||||||||
| N/A | PC | HURRICANE RELIEF | $500 | PO BOX N8331 | NASSAU | BF | ||||
| BEAUFORT COUNTY OPEN LAND TRUST | ||||||||||
| PO BOX 75 | BEAUFORT | SC | 29901 | N/A | PC | ANNUAL MEMBERSHIP | $1,000 | |||
| BISHOP GADSDEN | ||||||||||
| 1 BISHOP GADSDEN WAY | CHARLESTON | SC | 29412 | N/A | PC | GUERRY ENDOWMENT | $500 | |||
| CARE | ||||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PC | GENERAL BUDGET | $75 | |||
| CHESAPEAKE BAY FOUNDATION | ||||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | PC | SUPPORT CBF EASTERN SHORE OFFICE | $40,000 | |||
| CHESAPEAKE BAY MARITIME MUSEUM | ||||||||||
| 213 N TALBOT STREET | ST MICHAELS | MD | 21663 | N/A | PC | ANNUAL FUND AND SHIPWRIGHT APPRENTICE PROGRAM | $61,614 | |||
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER | ||||||||||
| 20 BAY ST | EASTON | MD | 21601 | N/A | PC | GENERAL SUPPORT | $14,000 | |||
| CHESAPEAKE MUSIC | ||||||||||
| PO BOX 461 | EASTON | MD | 21601 | N/A | PC | SUPPORT OF MONTY ALEXANDER JAZZ FESTIVAL | $2,170 | |||
| CHILDRENS HOME FOUNDATION | ||||||||||
| PO BOX 756 | EASTON | MD | 21601 | N/A | PC | GENERAL FUND | $500 | |||
| CLEVELAND CLINIC | ||||||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | N/A | PC | CAREGIVER CATALYST AWARDS FUND | $500 | |||
| COASTAL CONSERVATION LEAGUE | ||||||||||
| PO BOX 1861 | BEAUFORT | SC | 29901 | N/A | PC | PROTECT NATURAL RESOURCES | $150 | |||
| COMPASSION AND CHOICES | ||||||||||
| 101 SW MADISON STREET UNIT 8009 | PORTLAND | OR | 97207 | N/A | PC | IMPROVE CARE AT LIFE'S END | $100 | |||
| DARROW SCHOOL | ||||||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | $5,000 ANNUAL FUND AND $57,000 DESIGNING DARROW: THE CAMPUS CAMPAIGN. | $57,000 | |||
| DEL MAR VA COUNCIL BOY SCOUTS OF AMERICA | ||||||||||
| 101 W 10TH ST | WILMINGTON | DE | 19801 | N/A | PC | 2018 MIDSHORE DCAD | $1,000 | |||
| DEL MAR VA NESTING FOUNDATION | ||||||||||
| 6480 LOCUST GROVE ROAD | EASTON | MD | 21601 | N/A | PC | MAN-MADE NESTING STRUCTURES | $100 | |||
| DOCTORS WITHOUT BORDERS | ||||||||||
| 40 RECTOR ST 16TH FLOOR | NY | NY | 10006 | N/A | PC | EMERGENCY CARE | $500 | |||
| EASTON CHORAL ARTS | ||||||||||
| PO BOX 13 | EASTON | MD | 21601 | N/A | PC | SPONSOR OF HIGH NOTE EVENT AND THE HIGH SCHOOL CHORAL COMPETITION | $1,000 | |||
| EASTERN SHORE LAND CONSERVANCY | ||||||||||
| 114 S WASHINGTON ST SUITE 101 | EASTON | MD | 21601 | N/A | PC | PARTY TO PRESERVE | $400 | |||
| EASTON VOLUNTEER FIRE | ||||||||||
| 315 LEONARD RIECK DRIVE | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $200 | |||
| FLYING CLOUD LOG CABIN | ||||||||||
| PO BOX 130 | OXFORD | MD | 21654 | N/A | PC | LOG SAILING CANOE ON CHESAPEAKE BAY | $5,000 | |||
| FOR ALL SEASONS INC | ||||||||||
| 300 TALBOT STREET | EASTON | MD | 21601 | N/A | PC | BEHAVIORAL HEALTH AND RAPE CRISIS CENTER | $1,000 | |||
| HOPEFUL HORIZONS | ||||||||||
| PO BOX 1775 | BEAUFORT | SC | 29901 | N/A | PC | SURVIVORS OF CHILD ABUSE, DOMESTIC VIOLENCE AND SEXUAL ASSAULT ANNUAL BUDGET | $2,500 | |||
| JOHNS HOPKINS UNIVERSITY | ||||||||||
| 3910 KESWICK ROAD | BALTIMORE | MD | 21211 | N/A | PC | JH BAYVIEW MEDICAL CENTER | $40,000 | |||
| ISCA | ||||||||||
| 287 GIBBS AVE | NEWPORT | RI | 02840 | N/A | PC | MEMBER DINNER RECEPTION | $2,607 | |||
| LOWCOUNTRY HABITAT FOR HUMANITY | ||||||||||
| 616 PARRIS ISLAND GATEWAY | BEAUFORT | SC | 29906 | N/A | PC | BRAYS II BUILD | $750 | |||
| MAYO CLINIC | ||||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | N/A | PC | AUGMENTED HUMAN INTELLIGENCE AND RESPONSE TO SSRI | $100,000 | |||
| MID-ATLANTIC SYMPHONY | ||||||||||
| PO BOX 3381 | EASTON | MD | 21601 | N/A | PC | GENERAL BUDGET | $700 | |||
| NATIONAL MARITIME HISTORICAL SOCIETY | ||||||||||
| PO BOX 68 | PEEKSKILL | NY | 10566 | N/A | N/A | DIGITALIZE SEA HISTORY | $200 | |||
| 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 | $500 | |||
| POPULATION CONNECTION | ||||||||||
| 2120 L ST NW SUITE 500 | WASHINGTON | DC | 20037 | N/A | PC | ANNUAL FUND | $100 | |||
| SHORE RIVERS | ||||||||||
| 114 S WASHINGTON ST SUITE 301 | EASTON | MD | 21601 | N/A | PC | HEALTHY WATERWAYS ACROSS MARYLAND'S EASTERN SHORE | $100 | |||
| SMASH - MID-SHORE COMMUNITY FOUNDATION | ||||||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | N/A | PC | ST MICHAELS AFTER SCHOOL HELP FUND | $250 | |||
| SPAULDING MARINE CENTER | ||||||||||
| GATE FIVE ROAD | SAUSALITO | CA | 94965 | N/A | PC | YOUTH AND COMMUNITY PROGRAMS | $100 | |||
| ST FRANCIS SAILING FOUNDATION | ||||||||||
| PO BOX 551 | SAN FRANCISCO | CA | 94104 | N/A | PC | IN MEMORY OF PAULA LEROY | $100 | |||
| TALBOT COUNTY EMPTY BOWLS - MID-SHORE COMMUNITY FOUNDATION | ||||||||||
| 102 EAST DOVER ST | EASTON | MD | 21601 | N/A | PC | EMPTY BOWLS TALBOT FUND | $1,000 | |||
| TALBOT HISTORICAL | ||||||||||
| 30 S WASHINGTON ST | EASTON | MD | 21601 | N/A | PC | ANNUAL GIVING | $950 | |||
| TALBOT HOSPICE | ||||||||||
| 586 CYNWOOD DRIVE | EASTON | MD | 21601 | N/A | PC | GUTHRIE SOCIETY | $2,400 | |||
| TALBOT HUMANE SOCIETY | ||||||||||
| PO BOX 1143 | EASTON | MD | 21601 | N/A | PC | IN HONOR AND MEMORY OF OREO AND IZZY | $100 | |||
| TALBOT INTERFAITH SHELTER | ||||||||||
| 107 GOLDSBOROUGH ST | EASTON | MD | 21601 | N/A | PC | SHELTER, STABILITY AND SUPPORT | $378 | |||
| TALBOT MENTORS | ||||||||||
| 108 MARYLAND AVENUE | EASTON | MD | 21601 | N/A | PC | CHANGE THE LIVES OF YOUTH IN TALBOT COUNTY | $1,000 | |||
| TRUST FOR THE NATIONAL MALL | ||||||||||
| 1300 PENNSYLVANIA AVE NW SUITE 370 | WASHINGTON | DC | 20004 | N/A | PC | BALL FOR THE MALL | $1,650 | |||
| UNITED FUND OF TALBOT COUNTY | ||||||||||
| 121 N WASHINGTON ST | EASTON | MD | 21601 | N/A | PC | ANNUAL APPEAL | $2,500 | |||
| UNITED WAY OF LOWCOUNTRY INC | ||||||||||
| PO BOX 202 | BEAUFORT | SC | 29901 | N/A | PC | ANNUAL CAMPAIGN | $1,000 | |||
| WESTERN RESERVE ACADEMY | ||||||||||
| 115 COLLEGE STREE | HUDSON | OH | 44236 | N/A | PC | WRA FUND - THIS YEAR, NEXT YEAR EVERY YEAR | $500 | |||
| WYE RIVER UPPER SCHOOL | ||||||||||
| PO BOX 36 | WYE MILLS | MD | 21679 | N/A | PC | ANNUAL FUND, NEW SOUND SYSTEM | $33,645 | |||
| YMCA OF THE CHESAPEAKE | ||||||||||
| 111-1 E DOVER STREET | EASTON | MD | 21601 | N/A | PC | CAPITAL CAMPAIGN | $12,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $398,039 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 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 | SUPPORT CBF EASTERN SHORE OFFICE | $60,000 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT STREET | ST MICHAELS | MD | 21663 | N/A | PC | ANNUAL FUND AND SHIPWRIGHT APPRENTICE PROGRAM | $300,000 |
| CHESAPEAKE MULTICULTURAL RESOURCE CENTER | |||||||
| 20 BAY ST | EASTON | MD | 21601 | N/A | PC | GENERAL SUPPORT | $5,000 |
| DARROW SCHOOL | |||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | DESIGNING DARROW, THE CAMPUS CAMPAIGN | $229,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 750 EAST PRATT ST | BALTIMORE | MD | 21202 | N/A | PC | JH BAYVIEW MEDICAL CENTER | $40,000 |
| YMCA OF THE CHESAPEAKE | |||||||
| 111-1 E DOVER STREET | EASTON | MD | 21601 | N/A | PC | CAPITAL CAMPAIGN | $38,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $672,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,393 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $25,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,096 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,080 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ALEXA AND TOM SEIP | ||||||
| 1 | LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | $199,355 | Yes (X) |
| ALEXA AND TOM SEIP | ||||||
| 2 | LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | $46,610 | Yes (X) |
| ALEXA AND TOM SEIP | ||||||
| 3 | LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | $250,173 | Yes (X) |
| ALEXA AND TOM SEIP | ||||||
| 4 | LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | $2,246 | Yes (X) |
| ALEXA AND TOM SEIP | ||||||
| 5 | LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | $64,515 | Yes (X) |
| ALEXA AND TOM SEIP | ||||||
| 6 | LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 | $40,848 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,941 SHARES CHARLES SCHWAB CORP (SCHW) | $199,355 | 2019-12-13 |
| 2 | 26 SHARES OF AMAZON.COM INC (AMZN) | $46,610 | 2019-12-20 |
| 3 | 916 SHARES APPLE INC (AAPL) | $250,173 | 2019-12-13 |
| 4 | 78 SHARES KEURIG DR PEPPER INC (KDP) | $2,246 | 2019-12-20 |
| 5 | 216 SHARES MASTERCARD INC CL A (MA) | $64,515 | 2019-12-20 |
| 6 | 171 SHARES NVIDIA CORP (NVDA) | $40,848 | 2019-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $3,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,375 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTION - CONTRIBUTION RECEIVED | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | NO GIFTS AND/OR SERVICES OR ANY OTHER COMPENSATION WAS RECEIVED IN CONNECTION WITH THE CONTRIBUTION FROM TOM AND ALEXA SEIP. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | $101,759 | $100,954 |
| THE FROST TOTAL RETURN BOND FUND | $88,783 | $89,261 |
| VIRTUSA SEIX FLOATING RATE HIGH INCOME FUND | $170,064 | $167,275 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 375 SHARES ABBOTT LABS | $32,657 | $32,573 |
| 175 SHARES ALIBABA GROUP HOLDINGS | $31,058 | $37,118 |
| 61 SHARES AMAZON.COM INC | $83,995 | $112,718 |
| 151 SHARES APPLE INC | $16,670 | $44,341 |
| 45 SHARES AUTOZONE INC | $21,468 | $53,609 |
| 200 SHARES BERKSHIRE HATHAWAY - CL B | $45,329 | $45,300 |
| 200 SHARES BEST BUY COMPANY INC | $13,799 | $17,560 |
| 700 SHARES BLACKSTONE GROUP INC | $38,119 | $39,158 |
| 571 SHARES BORG WARNER AUTOMOTIVE | $25,431 | $24,770 |
| 850 SHARES CBRE GROUP INC | $21,431 | $52,097 |
| 300 SHARES CELANESE CORP-A | $16,210 | $36,936 |
| 1,247 SHARES CHARLES SCHWAB CORP | $64,520 | $59,307 |
| 265 SHARES CHUBB LTD | $9,051 | $41,250 |
| 3,330.35 SHARES DFA INTERNATIONAL CORE EQTY | $38,332 | $45,992 |
| 305 SHARES HOME DEPOT INC | $27,592 | $66,606 |
| 200 SHARES IPG PHOTONICS CORP | $31,043 | $28,984 |
| 200 SHARES MASTERCARD INC CL A | $59,736 | $59,718 |
| 1,394.27 SHARES MATTHEWS PACIFIC TIGER-FD | $38,482 | $40,029 |
| 700 SHARES MORGAN STANLEY | $33,606 | $35,784 |
| 171 SHARES NVIDIA CORP | $40,848 | $40,236 |
| 225 SHARES ROYAL CARIBBEAN CRUISES | $25,099 | $30,040 |
| 850 SHARES SYNCHRONY FINANCIAL | $29,143 | $30,609 |
| 300 SHARES TEXAS INSTRUMENTS INC | $15,312 | $38,487 |
| 200 SHARES THERMO FISHER SCIENTIFIC INC | $25,748 | $64,974 |
| 776 SHARES TJX COS INC | $2,919 | $47,383 |
| 182 SHARES UNITED HEALTH GROUP INC | $30,357 | $53,504 |
| 1,000 SHARES WESTROCK CO | $42,485 | $42,910 |
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 | $7,724 | $50,000 |
| MAP - 1999, L.P. | AT COST | $7,591 | $50,000 |
| 200 SHARES AMERICAN TOWER CORP REIT | AT COST | $15,303 | $45,963 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,646 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,646 | 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. | $2,884 | $2,884 | $0 |
| MAP 1999-A L.P. | $2,573 | $2,573 | $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) | $15,868 | $15,868 | $15,868 |
| MAP 1999-A, L.P. (ROYALTY) | $9,723 | $9,723 | $9,723 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EVERCORE INVESTMENT FEES | CategoryTxt |
| Amt | $8,807 | Amt |
| Net Investment Income | $8,807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ALEXA C SEIP | |||
| LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 |
| TOM D SEIP | |||
| LOEB LOEB LLP TWO EMBARCADERO CTR | SAN FRANCISCO | CA | 94111 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FILING FEES | $85 | $0 | $85 |
| FEDERAL EXCISE TAX | $2,500 | $0 | $0 |