THE SEAMAN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE SEAMAN FOUNDATION INC (EIN 59-3631102)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202043189349100309
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T07:34:10-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593530905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDEE MCKERNAN SCHROEDER WILKERSON & HE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH MACDILL AVE STE 200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336295218 | 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 | 593631102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEAMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAM | BusinessNameControlTxt |
| Phone | 8136235400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11540 US HIGHWAY 92 EAST | AddressLine1Txt |
| City | SEFFNER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33584 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMIE SHEER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8136235400 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT HENDEE | PreparerPersonNm |
| PTIN | P00237330 | PTIN |
| Phone | 8132581177 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.110.77.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 15:55:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9ADB73122501F0F6D911CF24C54103EAC1A0B24 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7BF16ECE4B51DF12B9D60AFCB9978CF5E1DCA0B5 | 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 | $10,472,476 | 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 |
| Interest On Sav Rev And Expnss | $306,669 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $306,669 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,350,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $299,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $332,581 | 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 |
| Accounting Fees Rev And Expnss | $2,588 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,294 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,294 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,764 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,381 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,702,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,702,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,715,264 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,703,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,415,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $331,198 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,532,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,350,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,350,153 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $9,310,069 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,096,132 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,122,323 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $19,946 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,862,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,446,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,472,476 | 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 | $11,862,230 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,446,285 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,862,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,446,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,862,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,446,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,862,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,415,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,446,285 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,446,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CITIGROUP | P | 2018-04-18 | 2019-04-08 | $3,000,000 | $3,003,517 | -$3,517 | -$3,517 |
| GOLDMAN SACHS | P | 2018-04-18 | 2019-04-25 | $1,000,000 | $1,000,000 | $0 | $0 |
| FORD MOTOR | P | 2018-11-20 | 2019-08-12 | $1,000,000 | $1,000,000 | $0 | $0 |
| MORGAN STANLEY | P | 2018-11-20 | 2019-09-23 | $1,000,000 | $1,021,617 | -$21,617 | -$21,617 |
| FIFTH THIRD BANK | P | 2018-10-02 | 2019-09-27 | $1,250,000 | $1,250,000 | $0 | $0 |
| GOLDMAN SACHS | P | 2018-11-20 | 2019-10-23 | $2,070,000 | $2,070,000 | $0 | $0 |
| NORDSTROM | P | 2019-05-01 | 2019-12-06 | $1,030,236 | $1,038,364 | -$8,128 | -$8,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,262 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,424,314 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,819,192 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.189116 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,943,141 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,311,594 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.285421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,761,410 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,499,096 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.905253 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,559,587 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,211,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.419879 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,331,216 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,911,214 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.487770 | DistributionYr5Rt |
| Total Distribution | 5.287439 | TotalDistributionRt |
| Average Distribution | 1.057488 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,381,118 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,035,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,312 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,038,708 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,703,881 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,229 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,229 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,605 | OverpaymentAmt |
| Applied To ES Tax | $12,605 | 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 | FL | 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 | JAMIE SHEER | IndividualWithBooksNm |
| Phone | 8136235400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11540 HIGHWAY 92 EAST | AddressLine1Txt |
| City | SEFFNER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33584 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY SEAMAN | ||||||||
| 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | PRESIDENT, DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE SEAMAN | ||||||||
| 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | SECRETARY, DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMIE SHEER | ||||||||
| 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | TREASURER, DIRECTOR | 0.50 | $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 | $7,878,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,675,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,554,435 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,554,435 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,381,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,624 | TotalTaxAmt |
| Distributable Before Adj | $562,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $562,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $562,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,703,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,703,881 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,703,881 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,185,686 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,459,929 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,766,203 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,463,115 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,800,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,675,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,703,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,141,449 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,817,060 | 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 | $4,185,686 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,631,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,459,929 | ExcessFromYear4Amt |
| Excess From Year3 | $4,766,203 | ExcessFromYear3Amt |
| Excess From Year2 | $2,463,115 | ExcessFromYear2Amt |
| Excess From Year1 | $1,800,678 | ExcessFromYear1Amt |
| Excess From Current Year | $1,141,449 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY SEAMAN | ContributingManagerNm |
| Contributing Manager | JULIE SEAMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMIE SHEER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11540 HIGHWAY 92 EAST | AddressLine1Txt |
| City | SEFFNER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33584 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8136235400 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADL SOUTHEAST | |||||||
| 3490 PIEDMONT ROAD SUITE 610 | ATLANTA | GA | 30305 | N/A | PC | SUPPORT CIVIL AND HUMAN RELATIONS, FIGHTS ANTI-SEMITISM AND ALL FORMS OF BIGOTRY. | $100,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | N/A | PC | PREPARING STUDENTS TO MEET THE CHALLENGES OF AN EVOLVING, COMPLEX, AND GLOBAL LEGAL ENVIRONMENT | $10,000 |
| GEORGIA INNOCENCE PROJECT | |||||||
| 2645 NORTH DECATUR ROAD | DECATUR | GA | 30033 | N/A | PC | TO SUPPORT THE PREVENTION OF WRONGFUL CONVICTIONS | $100,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | N/A | PC | SUPPORT LEGAL HIGHER EDUCATION. | $250,000 |
| JEWISH EDUCATIONAL LOAN FUND | |||||||
| 4549 CHAMBLEE DUNWOODY RD | ATLANTA | GA | 30338 | N/A | PC | TO HELP JEWISH STUDENTS FULFILL THEIR POTENTIAL WITH UNDERGRADUATE, VOCATIONAL OR GRADUATE DEGREES | $2,500 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | N/A | PC | TO SERVE THE COMMUNITY, HELP PEOPLE, MEET CRITICAL NEEDS, SECURE A STRONG FUTURE, AND RENEW HOPE FOR JEWS IN ATLANTA, IN ISRAEL AND AROUND THE WORLD | $990,000 |
| SAVING SIGHT AND SOUND INC | |||||||
| 624 LUZON AVE | TAMPA | FL | 33606 | N/A | PC | RAISE AWARENESS AND FUNDING FOR RESEARCH AND DEVELOPMENT OF CURES FOR VISION LOSS | $100,000 |
| TAMPA JEWISH COMMUNITY CENTER AND FEDERATION | |||||||
| 13009 COMMUNITY CAMPUS DRIVE | TAMPA | FL | 33625 | N/A | PC | IMPROVING AND ENRICHING JEWISH LIFE AROUND THE WORLD. | $75,000 |
| TEMPLE SINAI | |||||||
| 5645 DUPREE DRIVE | SANDY SPRINGS | GA | 30327 | N/A | PC | IMPROVE ACCESSIBILTY OF TEMPLE SINAI BUILDING | $50,000 |
| THE BRIDGE GOLF FOUNDATION INC | |||||||
| 40 WEST 117TH STREET | NEW YORK | NY | 10026 | N/A | PC | TO USE GOLF TO IMPROVE LIFE OUTCOMES FOR YOUNG MEN OF COLOR. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,702,500 | 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 |
| Exclusion | $306,669 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,912 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,262 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $299,319 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,319 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,588 | Amt |
| Net Investment Income | $1,294 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,294 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,096,132 | EOYBookValueAmt |
| EOYFMV | $3,122,323 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND INTEREST RECEIVABLE | Desc |
| BOY Book Value | $19,946 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $61 | $31 | $30 |
| BANK FEES | $115 | $58 | $57 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX BASED ON INVESTMENT INCOME | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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