2019-08-12T11:56:22-05:00 2018-12-31 942186350 CALEGARI & MORRIS ACCOUNTANTS 650 CALIFORNIA STREET 3RD FLOOR SAN FRANCISCO CA 94108 990PF 2018-01-01 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 2019-07-30 1 KATHLEEN BURRY P00394887 4159818766 12.2.150.130 2019-07-30 14:08:08 PD P 558C22E7031C17682A4215466F93A8DF87D5234D 558C22E7031C17682A4215466F93A8DF87D5234D 2018 2019-02-21 02:37:17Z X 1478883 X 150820 30258 30258 90347 490545 170822 27621 27111 299046 228191 0 0 0 13175 6588 6587 9610 9610 0 1060 0 60 5402 5315 0 29247 21513 6647 310211 309708 339458 21513 316355 -40412 206678 3834 4575 4575 175388 119181 119181 588196 607136 822953 385075 382515 370766 55858 54532 161408 1208351 1167939 1478883 0 0 X 0 0 0 0 1208351 1167939 1208351 1167939 1208351 1167939 1208351 -40412 0 1167939 0 1167939 EVERCORE - EQUITIES P 213614 162899 50715 50715 EVERCORE - EQUITIES D 116785 2391 114394 114394 EVERCORE - FIXED INCOME P 150643 152560 -1917 -1917 EVERCORE - REIT P 8338 1545 6793 6793 MAP 1998-B, L.P. P 328 -328 -328 EVERCORE CAPITAL GAIN DIVIDENDS P 1165 1165 1165 170822 0 341002 1544414 0.220797 346842 1501710 0.230965 253779 1627108 0.155969 140901 1706151 0.082584 302758 1666986 0.181620 0.871935 0.174387 1575006 274661 2067 276728 316355 X 2067 0 2067 0 2067 2634 2500 0 5134 0 3067 3067 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 1310744 111746 176501 1598991 0 0 1598991 23985 1575006 78750 78750 2067 2067 76683 0 76683 0 76683 316355 0 316355 2067 314288 76683 0 0 225047 61179 175922 278719 268723 1009590 316355 0 0 0 76683 239672 0 0 1249262 0 0 0 0 0 0 225047 1024215 61179 175922 278719 268723 239672 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 ART EDUCATION, ACQUISITION FUND 28781 ASPEN INSTITUTE 2300 N STREET NW WASHINGTON DC 20037 N/A PC WYE FELLOWS PROGRAM 1500 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 N/A PC SUPPORT CBF EASTERN SHORE OFFICE 2500 CHESAPEAKE BAY MARITIME MUSEUM 213 N TALBOT STREET ST MICHAELS MD 21663 N/A PC ANNUAL FUND AND SHIPWRIGHT APPRENTICE PROGRAM 60600 CHESAPEAKE MUSIC PO BOX 461 EASTON MD 21601 N/A PC SUPPORT OF MONTY ALEXANDER JAZZ FESTIVAL 2500 CHILDRENS HOME FOUNDATION PO BOX 756 EASTON MD 21601 N/A PC GENERAL FUND 500 CHRIST CHURCH 111 SOUTH HARRISON STREET EASTON MD 216012907 N/A PC NSC 36 WEST ST PROJECT 2000 DARROW SCHOOL 110 DARROW ROAD NEW LEBANON NY 12125 N/A PC $5,000 ANNUAL FUND AND $57,000 DESIGNING DARROW: THE CAMPUS CAMPAIGN. 62000 DIOCESE OF EASTON YOUTH MINISTRY 314 NORTH STREET EASTON MD 21601 N/A PC ANNUAL FUND 1250 ERIE YACHT CLUB FOUNDATION PO BOX 648 ERIE PA 16512 N/A PC SUPPORT AND PROMOTE A VARIETY OF MARITIME ACTIVITIES IN THE ERIE AREA 10000 FOR ALL SEASONS INC 300 TALBOT STREET EASTON MD 21601 N/A PC BEHAVIORAL HEALTH AND RAPE CRISIS CENTER 5000 HOPEFUL HORIZONS PO BOX 1775 BEAUFORT SC 29901 N/A PC SURVIVORS OF CHILD ABUSE, DOMESTIC VIOLENCE AND SEXUAL ASSAULT ANNUAL BUDGET 5500 MARYLAND CHILDREN'S EDUCATION DEFENSE FUND INC 6225 SMITH AVE BALTIMORE MD 21209 N/A PC ANNUAL FUND 2551 MID-SHORE COMMUNITY FOUNDATION 102 E DOVER STREET EASTON MD 21601 N/A PC EMPTY BOWLS TALBOT FUND 500 NEW YORK YACHT CLUB 37 WEST 44TH STREET NEW YORK NY 10036 N/A PC GENERAL PURPOSE OF MAINTAINING, RESTORING AND PRESERVING FUNDAMENTAL STRUCTURES 250 PICKERING CREEK AUDUBON CENTER 11450 AUDUBON LANE EASTON MD 21601 N/A PC TOUR TOAST & TASTE 1500 SHELDON BOYS & GIRLS PO BOX 127 SHELDON SC 29941 N/A PC GENERAL SUPPORT 800 TALBOT HISTORICAL 30 S WASHINGTON ST EASTON MD 21601 N/A PC ANNUAL GIVING 600 UNITED FUND OF TALBOT COUNTY 121 N WASHINGTON ST EASTON MD 21601 N/A PC ANNUAL APPEAL 2500 WYE RIVER UPPER SCHOOL PO BOX 36 WYE MILLS MD 21679 N/A PC $30,000 SUMNER PARKER DEBT REDUCTION CHALLENGE FUND, $11,500 SCHOOL OPERATING COSTS AND $5,000 ANNUAL FUND 46500 YMCA OF THE CHESAPEAKE 111-1 E DOVER STREET EASTON MD 21601 N/A PC CAPITAL CAMPAIGN 10000 CHESAPEAKE MULTICULTURAL RESOURCE CENTER 20 BAY ST EASTON MD 21601 N/A PC GENERAL SUPPORT 15000 COASTAL CONSERVATION LEAGUE PO BOX 1861 BEAUFORT SC 29901 N/A PC PROTECT NATURAL RESOURCES 50 DEL MAR VA COUNCIL BOY SCOUTS OF AMERICA 101 W 10TH ST WILMINGTON DE 19801 N/A PC 2018 MIDSHORE DCAD 500 JOHNS HOPKINS 750 EAST PRATT ST BALTIMORE MD 21202 N/A PC BAYVIEW NURSE NAVIGATOR FUND 40000 LOWCOUNTRY HABITAT FOR HUMANITY 616 PARRIS ISLAND GATEWAY BEAUFORT SC 29906 N/A PC BRAYS II BUILD 729 MID SHORE COMMUNITY MEDIATION CENTER 8626 BROOKS DRIVE EASTON MD 21601 N/A PC GENERAL SUPPORT 100 NEIGHBORHOOD SERVICE CENTER INC 126 PORT STREET EASTON MD 21601 N/A PC GENERAL BUDGET 1000 TALBOT MENTORS 108 MARYLAND AVENUE EASTON MD 21601 N/A PC CHANGE THE LIVES OF YOUTH IN TALBOT COUNTY 500 WESTERN RESERVE ACADEMY 115 COLLEGE STREE HUDSON OH 44236 N/A PC WRA FUND - THIS YEAR, NEXT YEAR EVERY YEAR 5000 310211 CHESAPEAKE BAY MARITIME MUSEUM 213 N TALBOT STREET ST MICHAELS MD 21663 N/A PC SHIPWRIGHT APPRENTICE PROGRAM 350000 DARROW SCHOOL 110 DARROW ROAD NEW LEBANON NY 12125 N/A PC DESIGNING DARROW: THE CAMPUS CAMPAIGN 286000 YMCA OF THE CHESAPEAKE 111-1 E DOVER STREET EASTON MD 21601 N/A PC CAPITAL CAMPAIGN 50000 JOHNS HOPKINS 750 EAST PRATT ST BALTIMORE MD 21202 N/A PC BAYVIEW NURSE NAVIGATOR FUND 80000 766000 14 30258 14 27621 18 90347 0 148226 0 148226 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 50097 X 2 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 23008 X 3 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 1673 X 4 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 17716 X 5 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 19914 X 6 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 15810 X 7 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 1855 X 8 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 8587 X 9 ALEXA AND TOM SEIP LOEB LOEB LLP TWO EMBARCADERO CTR SAN FRANCISCO CA 94111 12160 X 1 906 SHARES CHARLES SCHWAB 50097 2018-03-19 2 15 SHARES OF AMAZON.COM INC 23008 2018-12-19 3 38 SHARES OF GCI LIBERTY INC 1673 2018-12-19 4 98 SHARES MCDONALD'S CORP 17716 2018-12-19 5 79 SHARES UNITED HEALTH GROUP INC 19914 2018-12-19 6 9 SHARES OF BOOKING HOLDINGS INC 15810 2018-12-19 7 74 SHARES KEURIG DR PEPPER INC 1855 2018-12-19 8 25 SHARES O'REILLY AUTOMOTIVE INC 8587 2018-12-19 9 110 SHARES WALT DISNEY CO 12160 2018-12-19 ACCOUNTING FEES 13175 6588 6587 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 154191 147880 THE FROST TOTAL RETURN BOND FUND 148324 146476 VIRTUSA SEIX FLOATING RATE HIGH INCOME FUND 80000 76410 175 SHARES ALIBABA GROUP HOLDINGS 31058 23987 40 SHARES AMAZON.COM INC 40979 60079 285 SHARES APPLE INC 31463 44956 500 SHARES APPLIED MATERIALS INC 25496 16370 50 SHARES AUTOZONE INC 23922 41917 400 SHARES AUTONATION INC 19920 14280 9 SHARES BOOKING HOLDINGS INC 15810 15502 1,000 SHARES CBRE GROUP INC 25634 40040 300 SHARES CELANESE CORP-A 16210 26991 306 SHARES CHARLES SCHWAB CORP 16920 12708 265 SHARES CHUBB LTD 9051 34233 3,330.35 SHARES DFA INTERNATIONAL CORE EQTY 38331 38965 38 SHARES GCI LIBERTY INC 1673 1564 305 SHARES HOME DEPOT INC 27592 52405 150 SHARES IPG PHOTONICS CORP 23755 16994 74 SHARES KEURIG DR PEPPER INC 1855 1897 175 SHARES LAMB WESTON HOLDINGS INC 6918 12873 220 SHARES MASTERCARD INC CL A 3811 41503 1,394.27 SHARES MATTHEWS PACIFIC TIGER-FD 38482 37408 98 SHARES MCDONALDS 17716 17402 25 SHARES OREILLY AUTOMOTIVE INC 8587 8608 175 SHARES ROYAL CARIBBEAN CRUISES 19311 17113 186 SHARES SOUTHWEST AIRLINES CO 9395 8645 850 SHARES SYNCHRONY FINANCIAL 29143 19941 300 SHARES TEXAS INSTRUMENTS INC 15312 28350 200 SHARES THERMO FISHER SCIENTIFIC INC 25748 44758 776 SHARES TJX COS INC 2919 34718 282 SHARES UNITED HEALTH GROUP INC 38211 70252 110 SHARES WALT DISNEY CO 12159 12062 700 SHARES WESTROCK CO 29755 26432 MAP - 1998, L.P. AT COST 8453 50000 MAP - 1999, L.P. AT COST 8257 50000 1,000 SHARES WEYERHAEUSER CO AT COST 30099 21860 250 SHARES AMERICAN TOWER CORP REIT AT COST 7723 39548 MAP 1998-B, L.P. 2583 2583 0 MAP 1999-A L.P. 2732 2732 0 CA UNDERPAYMENT ON 2017 FORM 109 87 0 0 MAP 1998-B, L.P. (ROYALTY) 10034 10034 10034 MAP 1999-A, L.P. (ROYALTY) 17077 17077 17077 FEDERAL FORM 990-T - PRIOR YEAR REFUND 485 0 485 CALIFORNIA FORM 109 - PRIOR YEAR REFUND 25 0 25 EVERCORE INVESTMENT FEES 9610 9610 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 60 0 60 FEDERAL EXCISE TAX 1000 0 0