2020-11-16T12:50:16-06:00 2019-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2019-01-01 680401790 THE SEIP FAMILY FOUNDATION LIMITED ATTN MYRON SUGARMAN SEIP 4159033223 TWO EMBARCADERO CENTER NO 2320 SAN FRANCISCO CA 94111 ALEXA C SEIP PRESIDENT 4159033223 2020-11-02 1 KATHLEEN BURRY P00394887 4159818766 12.2.150.130 2020-11-02 07:56:16 PS P 558C22E7031C17682A4215466F93A8DF87D5234D 558C22E7031C17682A4215466F93A8DF87D5234D 2019 2021-04-22 16:20:28Z X 2019784 X 603747 29393 29393 144096 854448 596389 25591 25591 802827 651373 0 0 0 1646 0 1646 6750 3375 3375 8807 8807 0 2585 0 85 5457 5457 0 25245 17639 5106 399519 398039 424764 17639 403145 378063 633734 4575 6825 6825 119181 287513 287513 637235 860440 1221993 382515 360606 357490 24433 30618 145963 1167939 1546002 2019784 0 0 X 0 0 0 0 1167939 1546002 1167939 1546002 1167939 1546002 1167939 378063 0 1546002 0 1546002 EVERCORE D 527093 38648 488445 488445 EVERCORE P 164880 74250 90630 90630 EVERCORE P 110046 111973 -1927 -1927 EVERCORE P 50236 33188 17048 17048 EVERCORE - LTCG DISTRIBUTIONS P 2193 2193 2193 596389 0 314288 1575006 0.199547 341002 1544414 0.220797 346842 1501710 0.230965 253779 1627108 0.155969 140901 1706151 0.082584 0.889862 0.177972 1522325 270931 6337 277268 403145 X 6337 0 6337 0 6337 3067 10000 0 13067 0 6730 6730 0 0 0 0 0 0 0 0 0 0 0 1 1 CA MD 1 0 1 0 0 1 N/A CALEGARI MORRIS ACCOUNTANTS 4159550355 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXA C SEIP 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 NONE 0 NONE 0 0 1284639 104582 156287 1545508 0 0 1545508 23183 1522325 76116 76116 6337 6337 69779 0 69779 0 69779 403145 0 403145 6337 396808 69779 0 0 61179 175922 278719 268723 239672 1024215 403145 0 0 0 69779 333366 0 0 1357581 0 0 0 0 0 0 61179 1296402 175922 278719 268723 239672 333366 ALEXA C SEIP TOM D SEIP ALEXA C SEIP CO MYRON G SUGARMAN LO TWO EMBARCADERO CENTER SUITE 2320 SAN FRANCISCO CA 94111 4159033223 APPLICANTS SHOULD SUBMIT A BRIEF DESCRIPTION OF THE PROGRAM WHICH THEY PROPOSE TO FUND, INCLUDING HOW FUNDS WILL BE USED TO FURTHER THE STATED PURPOSES OF THE ORGANIZATION (APPLICANT). NONE NONE ACADEMY ART MUSEUM 106 SOUTH STREET EASTON MD 21601 N/A PC SPRING GALA, CRAFT SHOW AND COLLECTION SOCIETY MEMBERSHIP 3850 ASPEN INSTITUTE 2300 N STREET NW WASHINGTON DC 20037 N/A PC WYE FELLOWS PROGRAM 1500 BAHAMAS RED CROSS PO BOX N8331 NASSAU BF N/A PC HURRICANE RELIEF 500 BEAUFORT COUNTY OPEN LAND TRUST PO BOX 75 BEAUFORT SC 29901 N/A PC ANNUAL MEMBERSHIP 1000 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 40000 CHESAPEAKE BAY MARITIME MUSEUM 213 N TALBOT STREET ST MICHAELS MD 21663 N/A PC ANNUAL FUND AND SHIPWRIGHT APPRENTICE PROGRAM 61614 CHESAPEAKE MULTICULTURAL RESOURCE CENTER 20 BAY ST EASTON MD 21601 N/A PC GENERAL SUPPORT 14000 CHESAPEAKE MUSIC PO BOX 461 EASTON MD 21601 N/A PC SUPPORT OF MONTY ALEXANDER JAZZ FESTIVAL 2170 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. 57000 DEL MAR VA COUNCIL BOY SCOUTS OF AMERICA 101 W 10TH ST WILMINGTON DE 19801 N/A PC 2018 MIDSHORE DCAD 1000 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 1000 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 5000 FOR ALL SEASONS INC 300 TALBOT STREET EASTON MD 21601 N/A PC BEHAVIORAL HEALTH AND RAPE CRISIS CENTER 1000 HOPEFUL HORIZONS PO BOX 1775 BEAUFORT SC 29901 N/A PC SURVIVORS OF CHILD ABUSE, DOMESTIC VIOLENCE AND SEXUAL ASSAULT ANNUAL BUDGET 2500 JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD BALTIMORE MD 21211 N/A PC JH BAYVIEW MEDICAL CENTER 40000 ISCA 287 GIBBS AVE NEWPORT RI 02840 N/A PC MEMBER DINNER RECEPTION 2607 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 100000 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 1000 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 2400 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 1000 TRUST FOR THE NATIONAL MALL 1300 PENNSYLVANIA AVE NW SUITE 370 WASHINGTON DC 20004 N/A PC BALL FOR THE MALL 1650 UNITED FUND OF TALBOT COUNTY 121 N WASHINGTON ST EASTON MD 21601 N/A PC ANNUAL APPEAL 2500 UNITED WAY OF LOWCOUNTRY INC PO BOX 202 BEAUFORT SC 29901 N/A PC ANNUAL CAMPAIGN 1000 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 33645 YMCA OF THE CHESAPEAKE 111-1 E DOVER STREET EASTON MD 21601 N/A PC CAPITAL CAMPAIGN 12000 398039 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 N/A PC SUPPORT CBF EASTERN SHORE OFFICE 60000 CHESAPEAKE BAY MARITIME MUSEUM 213 N TALBOT STREET ST MICHAELS MD 21663 N/A PC ANNUAL FUND AND SHIPWRIGHT APPRENTICE PROGRAM 300000 CHESAPEAKE MULTICULTURAL RESOURCE CENTER 20 BAY ST EASTON MD 21601 N/A PC GENERAL SUPPORT 5000 DARROW SCHOOL 110 DARROW ROAD NEW LEBANON NY 12125 N/A PC DESIGNING DARROW, THE CAMPUS CAMPAIGN 229000 JOHNS HOPKINS UNIVERSITY 750 EAST PRATT ST BALTIMORE MD 21202 N/A PC JH BAYVIEW MEDICAL CENTER 40000 YMCA OF THE CHESAPEAKE 111-1 E DOVER STREET EASTON MD 21601 N/A PC CAPITAL CAMPAIGN 38000 672000 14 29393 15 25591 18 144096 0 199080 0 199080 0 0 0 0 0 0 0 0 0 0 X X 1 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 199355 X 2 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 46610 X 3 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 250173 X 4 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 2246 X 5 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 64515 X 6 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 40848 X 1 3,941 SHARES CHARLES SCHWAB CORP (SCHW) 199355 2019-12-13 2 26 SHARES OF AMAZON.COM INC (AMZN) 46610 2019-12-20 3 916 SHARES APPLE INC (AAPL) 250173 2019-12-13 4 78 SHARES KEURIG DR PEPPER INC (KDP) 2246 2019-12-20 5 216 SHARES MASTERCARD INC CL A (MA) 64515 2019-12-20 6 171 SHARES NVIDIA CORP (NVDA) 40848 2019-12-20 ACCOUNTING FEES 6750 3375 3375 CONTRIBUTION - CONTRIBUTION RECEIVED FORM 990-PF, LINE 1 NO GIFTS AND/OR SERVICES OR ANY OTHER COMPENSATION WAS RECEIVED IN CONNECTION WITH THE CONTRIBUTION FROM TOM AND ALEXA SEIP. DOUBLELINE TOTAL RETURN BOND FUND 101759 100954 THE FROST TOTAL RETURN BOND FUND 88783 89261 VIRTUSA SEIX FLOATING RATE HIGH INCOME FUND 170064 167275 375 SHARES ABBOTT LABS 32657 32573 175 SHARES ALIBABA GROUP HOLDINGS 31058 37118 61 SHARES AMAZON.COM INC 83995 112718 151 SHARES APPLE INC 16670 44341 45 SHARES AUTOZONE INC 21468 53609 200 SHARES BERKSHIRE HATHAWAY - CL B 45329 45300 200 SHARES BEST BUY COMPANY INC 13799 17560 700 SHARES BLACKSTONE GROUP INC 38119 39158 571 SHARES BORG WARNER AUTOMOTIVE 25431 24770 850 SHARES CBRE GROUP INC 21431 52097 300 SHARES CELANESE CORP-A 16210 36936 1,247 SHARES CHARLES SCHWAB CORP 64520 59307 265 SHARES CHUBB LTD 9051 41250 3,330.35 SHARES DFA INTERNATIONAL CORE EQTY 38332 45992 305 SHARES HOME DEPOT INC 27592 66606 200 SHARES IPG PHOTONICS CORP 31043 28984 200 SHARES MASTERCARD INC CL A 59736 59718 1,394.27 SHARES MATTHEWS PACIFIC TIGER-FD 38482 40029 700 SHARES MORGAN STANLEY 33606 35784 171 SHARES NVIDIA CORP 40848 40236 225 SHARES ROYAL CARIBBEAN CRUISES 25099 30040 850 SHARES SYNCHRONY FINANCIAL 29143 30609 300 SHARES TEXAS INSTRUMENTS INC 15312 38487 200 SHARES THERMO FISHER SCIENTIFIC INC 25748 64974 776 SHARES TJX COS INC 2919 47383 182 SHARES UNITED HEALTH GROUP INC 30357 53504 1,000 SHARES WESTROCK CO 42485 42910 MAP - 1998, L.P. AT COST 7724 50000 MAP - 1999, L.P. AT COST 7591 50000 200 SHARES AMERICAN TOWER CORP REIT AT COST 15303 45963 LEGAL FEES 1646 0 1646 MAP 1998-B, L.P. 2884 2884 0 MAP 1999-A L.P. 2573 2573 0 MAP 1998-B, L.P. (ROYALTY) 15868 15868 15868 MAP 1999-A, L.P. (ROYALTY) 9723 9723 9723 EVERCORE INVESTMENT FEES 8807 8807 0 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 CALIFORNIA FILING FEES 85 0 85 FEDERAL EXCISE TAX 2500 0 0