SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-05
- IRS object ID
- 201931569349100003
- Schema version
- 2018v3.1
- 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 | 2019-06-05T10:31:34-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER VALKENBURGH | PreparerPersonNm |
| PTIN | P00313104 | PTIN |
| Phone | 2037629000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.22.159.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-05 | IPDt |
| IP Tm | 11:31:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CE3742485EA062350808BE094B36E1CCCF8B6B9F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE3742485EA062350808BE094B36E1CCCF8B6B9F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $595,690 | 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 | $144 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,703 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $216,531 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,610 | 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 | $3,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,127 | CashBOYAmt |
| Cash EOY | $35,440 | CashEOYAmt |
| Cash EOYFMV | $35,440 | CashEOYFMVAmt |
| Other Investments BOY | $440,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $387,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $560,250 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $445,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $422,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $595,690 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $445,933 | UnrestrictedBOYAmt |
| Unrestricted EOY | $422,664 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $445,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $422,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $445,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $422,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $445,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $422,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $422,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10 SHS. ANSYS, INC. | P | 2009-07-13 | 2018-01-03 | $1,503 | $294 | $1,209 | $1,209 |
| 25 SHS. DISCOVER FINANCIAL SERVICES | P | 2015-01-12 | 2018-01-03 | $1,922 | $1,578 | $344 | $344 |
| 10 SHS. JB HUNT TRANSPORT SERVICES, INC. | P | 2011-02-03 | 2018-01-03 | $1,164 | $409 | $755 | $755 |
| 10 SHS. LENNOX INTERNATIONAL, INC. | P | 2013-09-11 | 2018-01-03 | $2,077 | $732 | $1,345 | $1,345 |
| 5 SHS. NORTHROP GRUMMAN CORP. | P | 2016-03-01 | 2018-01-03 | $1,520 | $972 | $548 | $548 |
| 25 SHS. SENSATA TECHNOLOGIES HOLDING, PLC | P | 2011-05-23 | 2018-01-03 | $1,271 | $872 | $399 | $399 |
| 25 SHS. SUNTRUST BANKS, INC. | P | 2015-06-30 | 2018-01-03 | $1,621 | $1,075 | $546 | $546 |
| 10 SHS. UNITEDHEALTH GROUP, INC. | P | 2015-10-01 | 2018-01-03 | $2,208 | $1,155 | $1,053 | $1,053 |
| 25 SHS. PROLOGIS, INC. | P | 2016-06-30 | 2018-01-03 | $1,588 | $1,211 | $377 | $377 |
| 175 SHS. QUANTA SERVICES | P | 2016-11-22 | 2018-01-16 | $6,805 | $5,639 | $1,166 | $1,166 |
| 5 SHS. REGENERON PHARMACEUTICALS, INC. | P | 2014-09-18 | 2018-02-01 | $1,750 | $1,797 | -$47 | -$47 |
| 50 SHS. HERSHEY CO. | P | 2014-06-23 | 2018-02-05 | $5,104 | $4,938 | $166 | $166 |
| 10 SHS. COSTCO WHOLESALE CORP. | P | 2015-08-17 | 2018-03-08 | $1,832 | $1,459 | $373 | $373 |
| 25 SHS. CINTAS CORP. | P | 2017-02-10 | 2018-03-08 | $4,283 | $2,918 | $1,365 | $1,365 |
| 25 SHS. HEXCEL CORP. | P | 2011-10-28 | 2018-03-08 | $1,677 | $645 | $1,032 | $1,032 |
| 20 SHS. REGENERON PHARMACEUTICALS, INC. | P | 2014-09-18 | 2018-03-12 | $6,875 | $7,188 | -$313 | -$313 |
| 25 SHS. ADOBE, INC. | P | 2017-03-14 | 2018-03-15 | $5,494 | $3,027 | $2,467 | $2,467 |
| 100 SHS. OCCIDENTAL PETROLEUM CORP. | P | 2018-01-03 | 2018-03-27 | $6,682 | $7,505 | -$823 | -$823 |
| 425 SHS. 1919 FINANCIAL SERVICES FUND | P | 2010-09-15 | 2018-04-13 | $11,703 | $4,502 | $7,201 | $7,201 |
| 75 SHS. HERSHEY CO. | P | 2014-06-23 | 2018-04-24 | $6,929 | $7,406 | -$477 | -$477 |
| 10 SHS. ALIGN TECHNOLOGY, INC. | P | 2012-06-26 | 2018-06-18 | $3,688 | $325 | $3,363 | $3,363 |
| 5 SHS. METTLER-TOLEDO INTERNATIONAL | P | 2011-07-29 | 2018-06-18 | $2,913 | $793 | $2,120 | $2,120 |
| 25 SHS. LENNOX INTERNATIONAL, INC. | P | 2013-09-11 | 2018-06-28 | $4,812 | $1,829 | $2,983 | $2,983 |
| 50 SHS. ROYAL CARIBBEAN CRUISES, LTD. | P | 2018-03-15 | 2018-06-28 | $5,195 | $6,269 | -$1,074 | -$1,074 |
| 125 SHS. SENSATA TECHNOLOGIES HOLDING, PLC | P | 2011-05-23 | 2018-06-28 | $5,928 | $4,361 | $1,567 | $1,567 |
| 25 SHS. BROADCOM, INC. | P | 2017-03-23 | 2018-06-28 | $6,091 | $5,429 | $662 | $662 |
| 25 SHS. BROADCOM, INC. | P | 2017-03-20 | 2018-07-12 | $5,150 | $5,429 | -$279 | -$279 |
| 25 SHS. SALESFORCE.COM | P | 2017-07-20 | 2018-09-24 | $3,955 | $2,261 | $1,694 | $1,694 |
| 25 SHS. TJX COMPANIES, INC. | P | 2015-10-09 | 2018-09-24 | $2,734 | $1,814 | $920 | $920 |
| 5 SHS. COSCO WHOLESALE CORP. | P | 2015-08-17 | 2018-09-25 | $1,157 | $730 | $427 | $427 |
| 25 SHS. VISA INC. | P | 2017-04-18 | 2018-09-25 | $3,729 | $2,241 | $1,488 | $1,488 |
| 75 SHS. ANALOG DEVICES, INC. | P | 2016-10-14 | 2018-10-12 | $6,280 | $4,660 | $1,620 | $1,620 |
| 150 SHS. SENSATA TECHNOLOGIES HOLDING, PLC | P | 2011-05-24 | 2018-10-12 | $6,532 | $5,228 | $1,304 | $1,304 |
| 100 SHS. ACTIVISION BLIZZARD | P | 2018-08-28 | 2018-11-20 | $4,910 | $7,392 | -$2,482 | -$2,482 |
| 75 SHS. ACTIVISION BLIZZARD | P | 2018-10-12 | 2018-11-20 | $3,683 | $5,833 | -$2,150 | -$2,150 |
| 25 SHS. MCCORMICK & CO. | P | 2014-06-23 | 2018-11-20 | $3,663 | $1,783 | $1,880 | $1,880 |
| 25 SHS. NETFLIX, INC. | P | 2018-09-25 | 2018-11-20 | $6,814 | $7,291 | -$477 | -$477 |
| 20 SHS. NETFLIX, INC. | P | 2018-11-02 | 2018-11-20 | $5,451 | $8,126 | -$2,675 | -$2,675 |
| 206 SHS. BWX TECHNOLOGIES, INC. | P | 2017-04-27 | 2018-11-20 | $4,459 | $5,257 | -$798 | -$798 |
| 19 SHS. BWX TGECHNOLOGIES, INC. | P | 2017-04-28 | 2018-11-20 | $799 | $940 | -$141 | -$141 |
| 100 SHS. BWX TECHNOLOGIES, INC. | P | 2017-08-10 | 2018-11-20 | $4,207 | $5,402 | -$1,195 | -$1,195 |
| 125 SHS. WESTERN ALLIANCE BANCORP | P | 2018-04-12 | 2018-11-20 | $5,846 | $7,292 | -$1,446 | -$1,446 |
| 75 SHS. TEXAS CAPITAL BANCSHARES, INC. | P | 2016-11-22 | 2018-11-20 | $4,441 | $5,596 | -$1,155 | -$1,155 |
| 150 SHS. COGNEX CORP. | P | 2018-09-10 | 2018-11-20 | $6,118 | $8,166 | -$2,048 | -$2,048 |
| 75 SHS. VALERO ENERGY CORP. | P | 2018-02-26 | 2018-12-13 | $5,538 | $7,012 | -$1,474 | -$1,474 |
| 50 SHS. PIONEER NATURAL RESOURCE CO. | P | 2017-11-30 | 2018-12-17 | $6,823 | $7,796 | -$973 | -$973 |
| 30 SHS. FEDEX CORP. | P | 2017-07-25 | 2018-12-20 | $4,913 | $6,458 | -$1,545 | -$1,545 |
| 30 SHS. FEDEX CORP. | P | 2017-09-21 | 2018-12-20 | $4,913 | $6,585 | -$1,672 | -$1,672 |
| 50 SHS. PNC FINANCIAL SERVICES GROUP | P | 2016-11-17 | 2018-12-20 | $5,687 | $5,523 | $164 | $164 |
| 50 SHS. PNC FINANCIAL SERVICES GROUP | P | 2017-09-21 | 2018-12-20 | $5,687 | $6,685 | -$998 | -$998 |
| CAPITAL GAINS DIVIDENDS | P | $407 | $407 | $407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,703 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $613,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077195 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $559,128 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073328 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $620,779 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072490 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $623,569 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065751 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $576,843 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071077 | DistributionYr5Rt |
| Total Distribution | 0.359841 | TotalDistributionRt |
| Average Distribution | 0.071968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $686,516 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,407 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $472 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $472 | 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 | 0 | 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 | $681,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $696,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $696,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $686,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $472 | TotalTaxAmt |
| Distributable Before Adj | $33,854 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,854 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,854 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,308 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,848 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,186 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,341 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,984 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $71,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,146 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,813 | 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 | $13,308 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,848 | ExcessFromYear4Amt |
| Excess From Year3 | $15,186 | ExcessFromYear3Amt |
| Excess From Year2 | $14,341 | ExcessFromYear2Amt |
| Excess From Year1 | $17,984 | ExcessFromYear1Amt |
| Excess From Current Year | $9,146 | 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 |
|---|---|---|---|---|---|---|---|
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 100061705 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVENUE | NORWALK | CT | 06854 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| WAYPOINT | |||||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03105 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 |
| EAST SEALS NEW HAMPSHIRE | |||||||
| 505 AUBURN STREET | MANCHESTER | NH | 03103 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| MASS GENERAL CELIAC RESEARCH CENTER | |||||||
| 125 NASHUA STREET 540 | BOSTON | MA | 02114 | 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 |
| DISABLED AMERICA VETERANS | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| BROOKLINE HIGH SCHOOL INNOVATION FUND | |||||||
| 115 GREENOUGH STREET | BROOKLINE | MA | 02445 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| MEDICAL MISSION SISTER | |||||||
| 8400 PINE ROAD | PHILADELPHIA | PA | 19111 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY - KIDS CAFE | |||||||
| 121 CEDAR STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| ST JOSEPH COMMUNITY STORE | |||||||
| PO BOX 910 | MERRIMACK | NH | 03054 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| NAMI NEW HAMPSHIRE | |||||||
| 85 STATE STREET | CONCORD | NH | 03301 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| FAMILIES IN TRANSITION | |||||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| AMERICARES | |||||||
| 89 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| MANCHESTER REGIONAL YOUTH HOCKEY ASSOCATION | |||||||
| PO BOX 4958 | MANCHESTER | NH | 03108 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,000 | 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 |
| Exclusion | $144 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,763 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,703 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,610 | 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 | $387,224 | BookValueAmt |
| EOYFMV | $560,250 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,879 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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