SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-04
- IRS object ID
- 201841249349100419
- Schema version
- 2017v2.2
- 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 | 2018-05-04T10:46:01-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-04 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $656,949 | 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 |
| Dividends Rev And Expnss | $6,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,646 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,769 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,206 | 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 | $3,538 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,206 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,109 | CashBOYAmt |
| Cash EOY | $5,127 | CashEOYAmt |
| Cash EOYFMV | $5,127 | CashEOYFMVAmt |
| Other Investments BOY | $418,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $440,806 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $651,822 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $432,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $445,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $656,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $432,265 | UnrestrictedBOYAmt |
| Unrestricted EOY | $445,933 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $432,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $445,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $432,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $445,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $432,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $445,933 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $445,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 175 SHS. CBS CORP. NEW | P | 2017-04-13 | 2017-11-14 | $9,771 | $11,685 | -$1,914 | -$1,914 |
| 50 SHS. EOG RESOURCES, INC. | P | 2016-12-05 | 2017-08-15 | $4,326 | $5,302 | -$976 | -$976 |
| 150 SHS. HD SUPPLY HOLDINGS, INC. | P | 2016-11-17 | 2017-07-06 | $4,582 | $5,751 | -$1,169 | -$1,169 |
| 150 SHS. MOBILE ENERGY, INC. | P | 2016-12-05 | 2017-05-25 | $4,476 | $6,017 | -$1,541 | -$1,541 |
| 75 SHS.. SCHLUMBERGER, LTD. | P | 2016-12-12 | 2007-06-15 | $5,039 | $6,382 | -$1,343 | -$1,343 |
| 50 SHS. ALIGN TECHOLOGY, INC. | P | 2012-06-26 | 2017-04-11 | $5,718 | $1,625 | $4,093 | $4,093 |
| 25 SHS. ALIGN TECHOLOGY, INC. | P | 2012-06-26 | 2017-10-12 | $4,845 | $813 | $4,032 | $4,032 |
| 15 SHS. ALIGN TECHOLOGY, INC. | P | 2012-06-26 | 2017-11-02 | $3,509 | $488 | $3,021 | $3,021 |
| 50 SHS. ANALOG DEVICES, INC. | P | 2016-10-14 | 2017-11-02 | $4,527 | $3,107 | $1,420 | $1,420 |
| 25 SHS. BARD C.R., INC. | P | 2016-08-04 | 2017-11-09 | $8,374 | $5,538 | $2,836 | $2,836 |
| 25 SHS. BARD C.R., INC. | P | 2016-09-19 | 2017-11-09 | $8,374 | $5,668 | $2,706 | $2,706 |
| 50 SHS. AEROSPACE, INC. | P | 2015-03-27 | 2017-02-10 | $3,085 | $3,088 | -$3 | -$3 |
| 100 SHS. CELGENE CORP. | P | 2015-10-02 | 2017-11-03 | $10,042 | $11,258 | -$1,216 | -$1,216 |
| 25 SHS. COSTCO WHOLESALE CORP. | P | 2015-08-17 | 2017-07-07 | $3,886 | $3,649 | $237 | $237 |
| 25 SHS. FISERV, INC. | P | 2016-01-12 | 2017-11-02 | $3,158 | $2,224 | $934 | $934 |
| 125 SHS, HAHMAN INTERNAT. INDS.INC. | P | 2013-10-10 | 2017-03-13 | $14,000 | $8,329 | $5,671 | $5,671 |
| 25 SHS. HEXCEL CORP. NEW | P | 2011-10-28 | 2017-11-02 | $1,535 | $645 | $890 | $890 |
| 25 SHS. HUNT J.B. TRANS. SVCS., INC. | P | 2011-02-03 | 2017-08-10 | $2,301 | $1,022 | $1,279 | $1,279 |
| 25 SHS. INTUIT INC. | P | 2015-07-20 | 2017-08-10 | $3,378 | $2,675 | $703 | $703 |
| 25 SHS. INTUIT INC. | P | 2015-07-20 | 2017-11-30 | $3,869 | $2,675 | $1,194 | $1,194 |
| 25 SHS. ESTEE LAUDER COMPANIES, INC. | P | 2015-10-08 | 2017-11-02 | $2,994 | $2,096 | $898 | $898 |
| 25 SHS. ESTEE LAUDER COMPANIES, INC. | P | 2015-10-08 | 2017-11-30 | $3,108 | $2,096 | $1,012 | $1,012 |
| 25 SHS. MCCORMICK & CO., INC. | P | 2014-06-23 | 2017-04-11 | $2,473 | $1,783 | $690 | $690 |
| 5 SHS. METTLER TOLEDO INTL. INC. | P | 2011-07-29 | 2017-07-11 | $2,948 | $793 | $2,155 | $2,155 |
| 25 SHS. O REILLY AUTOMOTIVE, INC. | P | 2016-02-02 | 2017-07-05 | $4,428 | $6,458 | -$2,030 | -$2,030 |
| 25 SHS. O REILLY AUTOMOTIVE, INC. | P | 2016-02-16 | 2017-07-05 | $4,428 | $6,456 | -$2,028 | -$2,028 |
| 75 SHS. PAYPAL HOLDINGS, INC. | P | 2015-07-30 | 2017-07-20 | $4,418 | $2,914 | $1,504 | $1,504 |
| 100 SHS. PAYPAL HOLDINGS, INC. | P | 2015-07-30 | 2017-11-02 | $7,229 | $3,886 | $3,343 | $3,343 |
| 150 SHS. PRIVATEBANCORP. INC. | P | 2015-12-15 | 2017-04-18 | $8,794 | $6,327 | $2,467 | $2,467 |
| 25 SHS. RAYTHEON CO. | P | 2016-03-01 | 2017-10-12 | $4,705 | $3,122 | $1,583 | $1,583 |
| 75 SHS. SUNTRUST BANKS, INC. | P | 2015-06-30 | 2017-08-10 | $4,244 | $3,224 | $1,020 | $1,020 |
| 75 SHS. TJX COS. INC. | P | 2015-10-09 | 2017-07-06 | $5,296 | $5,441 | -$145 | -$145 |
| 75 SHS. VALSPAR CORP. | P | 2013-04-26 | 2017-03-31 | $8,314 | $4,766 | $3,548 | $3,548 |
| 4 SHS. WABTEC | P | 2012-11-12 | 2017-08-24 | $280 | $162 | $118 | $118 |
| 46 SHS. WABTEC | P | 2013-11-13 | 2017-08-24 | $3,226 | $1,863 | $1,363 | $1,363 |
| 75 SHS. WHIRLPOOL CORP. | P | 2014-05-02 | 2017-04-18 | $12,609 | $11,489 | $1,120 | $1,120 |
| 25 SHS. AMPHENOL CORP. | P | 2007-06-27 | 2017-11-02 | $2,179 | $439 | $1,740 | $1,740 |
| 25 SHS. ANSYS, INC. | P | 2009-07-13 | 2017-08-10 | $3,068 | $734 | $2,334 | $2,334 |
| 75 SHS. BE AEROSPACE, INC. | P | 2010-10-07 | 2017-02-10 | $4,628 | $1,705 | $2,923 | $2,923 |
| 100 SHS. BROWN FORMAN CORP. | P | 2007-06-28 | 2017-04-11 | $4,583 | $1,952 | $2,631 | $2,631 |
| 125 COGNIZANT TECHNOLOGY SOLUTIONS CORP. | P | 2007-06-28 | 2017-04-11 | $6,728 | $1,799 | $4,929 | $4,929 |
| 100 COGNIZANT TECHNOLOGY SOLUTIONS CORP. | P | 2008-09-04 | 2017-03-17 | $5,850 | $1,439 | $4,411 | $4,411 |
| 125 SHS 1919 FINANCILA SERVICES FUND | P | 2010-09-15 | 2017-11-30 | $3,444 | $1,324 | $2,120 | $2,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,560 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $559,128 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073328 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $45,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $620,779 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072490 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $623,569 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065751 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $576,843 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071077 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $495,858 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080668 | DistributionYr5Rt |
| Total Distribution | 0.363314 | TotalDistributionRt |
| Average Distribution | 0.072663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $613,352 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,568 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $652 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,000 | 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 | $652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $652 | 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 |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $673 | 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 | Yes (1) | 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 |
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 | $609,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $622,692 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $622,692 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,340 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $613,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $652 | TotalTaxAmt |
| Distributable Before Adj | $30,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $652 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $47,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,827 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,308 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,848 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,341 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,984 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $87,494 | 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 | $15,827 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,308 | ExcessFromYear4Amt |
| Excess From Year3 | $10,848 | ExcessFromYear3Amt |
| Excess From Year2 | $15,186 | ExcessFromYear2Amt |
| Excess From Year1 | $14,341 | ExcessFromYear1Amt |
| Excess From Current Year | $17,984 | 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 |
|---|---|---|---|---|---|---|---|
| AMERICARES | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVENUE | NEW YORK | NY | 10001 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $10,000 |
| EASTER SEALS - SENIORS COUNT | |||||||
| 555 AUBURN STREET | MANCHESTER | NH | 03103 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| MANI NH | |||||||
| 85 NORTH 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 |
| LOVE FOR CITY FOUNDATION | |||||||
| 3100 WEST END AVENUE 1530 | NASHVILLE | TN | 37203 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| FRIENDS OF BOSTON'S HOMELESS | |||||||
| 12 WISE STREET | BOSTON | MA | 02130 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,000 |
| HAND IN HAND HURRICANE RELIEF FUND | |||||||
| PO BOX 4199892 | BOSTON | MA | 02241 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| MOORE CENTER SERVICES | |||||||
| 195 MCGREGOR STREET 400 | MANCHESTER | NH | 03102 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $2,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 CONNECTICUT AVENUE | NORWALK | CT | 06854 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $5,000 |
| MASS GENERAL CELIAC RESEARCH CENTER | |||||||
| 125 NASHUA STREET 540 | BOSTON | MA | 02114 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,500 |
| 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 SERVICES | |||||||
| PO BOX 910 | MERRIMACK | NH | 03054 | 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 |
| CHILD & FAMILY SERVICES | |||||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03105 | PUBLIC CHARITY | NONE | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,206 | 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 | $440,806 | BookValueAmt |
| EOYFMV | $651,822 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $3,538 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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