SEIP FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: SEIP FAMILY FOUNDATION (EIN 68-0401790)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-09-14
IRS object ID: 201822579349100122
Schema version: 2017v2.3
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
Schedule B
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-09-14T18:41:54-05:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	942186350	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CALEGARI & MORRIS ACCOUNTANTS	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	650 CALIFORNIA STREET 3RD FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	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	680401790	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE SEIP FAMILY FOUNDATION LIMITED	BusinessNameLine1Txt
Business Name Line2	ATTN MYRON SUGARMAN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	SEIP	BusinessNameControlTxt
Phone	4159033223	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	TWO EMBARCADERO CENTER NO 2320	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ALEXA C SEIP	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4159033223	PhoneNum
Signature	2018-08-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KATHLEEN BURRY	PreparerPersonNm
PTIN	P00394887	PTIN
Phone	4159818766	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	12.2.150.130	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-08-16	IPDt
IP Tm	11:07:33	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	558C22E7031C17682A4215466F93A8DF87D5234D	AtSubmissionCreationDeviceId
At Submission Filing Device Id	558C22E7031C17682A4215466F93A8DF87D5234D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,664,989	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$163,421	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$31,362	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$31,362	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$26,359	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$286,926	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$207,593	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$22,513	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$22,513	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$243,655	TotalRevAndExpnssAmt
Total Net Invst Incm	$261,468	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	$9,346	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$9,346	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$5,952	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$85	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$5,039	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$5,015	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$20,337	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$14,361	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$85	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$343,708	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$343,388	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$364,045	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$14,361	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$343,473	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$120,390	ExcessRevenueOverExpensesAmt
Net Investment Income	$247,107	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$471	CashBOYAmt
Cash EOY	$3,834	CashEOYAmt
Cash EOYFMV	$3,834	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$250,388	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$175,388	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$175,388	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$635,059	CorporateStockBOYAmt
Corporate Stock EOY	$588,196	CorporateStockEOYAmt
Corporate Stock EOYFMV	$924,339	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$385,075	CorporateBondsBOYAmt
Corporate Bonds EOY	$385,075	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$383,367	CorporateBondsEOYFMVAmt
Other Investments BOY	$57,748	OtherInvestmentsBOYAmt
Other Investments EOY	$55,858	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$178,061	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,328,741	TotalAssetsBOYAmt
Total Assets EOY	$1,208,351	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,664,989	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$1,328,741	RetainedEarningBOYAmt
Retained Earning EOY	$1,208,351	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,328,741	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,208,351	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,328,741	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,208,351	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,328,741	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$120,390	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,208,351	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,208,351	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50 SHARES UNITED HEALTHCARE	P	$7,859	$3,930	$3,929	$3,929
300 SHARES AMC NETWORKS	P	$18,229	$20,627	-$2,398	-$2,398
100 SHARES TJX COS INC	P	$7,098	$689	$6,409	$6,409
3,427.64 SHARES GOTHAM NEUTRAL FUND INSTL	P	$34,619	$37,944	-$3,325	-$3,325
100 SHARES CBRE GROUP INC	P	$3,493	$3,487	$6	$6
100 SHARES CELANESE CORP	P	$10,748	$5,519	$5,229	$5,229
50 SHARES AMERICAN TOWER CORP REIT	P	$7,009	$1,545	$5,464	$5,464
50 SHARES APPLE	D	$7,287	$52	$7,235	$7,235
69 SHARES NVIDIA	D	$10,406	$326	$10,080	$10,080
100 SHARES APPLE	D	$15,876	$105	$15,771	$15,771
1,000 SHARE CHARLES SCHWAB	D	$42,911		$42,911	$42,911
1,733 SHARE CHARLES SCHWAB	D	$89,887		$89,887	$89,887
197 SHARES MASTERCARD INC	D	$29,830	$5,109	$24,721	$24,721
CAPITAL GAINS DIVIDENDS	P	$1,674		$1,674	$1,674

Field	Value	IRS element (for citing)
Capital Gain Net Income	$207,593	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$346,842	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,501,710	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.230965	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$253,779	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,627,108	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.155969	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$140,901	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,706,151	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.082584	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$302,758	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,666,986	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.181620	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$276,839	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,788,422	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.154795	DistributionYr5Rt
Total Distribution	0.805933	TotalDistributionRt
Average Distribution	0.161187	AverageDistributionRt
Net Vl Noncharitable Assets	$1,544,414	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$248,939	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,471	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$251,410	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$343,473	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	$2,471	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,471	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,471	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,105	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$4,105	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,634	OverpaymentAmt
Applied To ES Tax	$1,634	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	CA	OrgReportOrRegisterStateCd
Org Report Or Register State	MD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	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	CALEGARI MORRIS ACCOUNTANTS	IndividualWithBooksNm
Phone	4159550355	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	650 CALIFORNIA STREET 3RD FLOOR	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94108	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 (2 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
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

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	$1,250,519	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$145,915	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$171,499	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,567,933	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,567,933	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$23,519	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,544,414	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$77,221	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$77,221	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,471	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,471	TotalTaxAmt
Distributable Before Adj	$74,750	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$74,750	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$74,750	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$343,473	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$343,473	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$2,471	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$341,002	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$74,750	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$191,080	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$225,047	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$61,179	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$175,922	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$278,719	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$931,947	TotalExcessDistributionCyovAmt
Qualifying Distributions	$343,473	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$74,750	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$268,723	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,200,670	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	$191,080	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,009,590	ExcessDistriCyovToNextYrAmt
Excess From Year4	$225,047	ExcessFromYear4Amt
Excess From Year3	$61,179	ExcessFromYear3Amt
Excess From Year2	$175,922	ExcessFromYear2Amt
Excess From Year1	$278,719	ExcessFromYear1Amt
Excess From Current Year	$268,723	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ALEXA C SEIP	ContributingManagerNm
Contributing Manager	TOM D SEIP	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ALEXA C SEIP CO MYRON G SUGARMAN LO	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO EMBARCADERO CENTER SUITE 2320	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4159033223	RecipientPhoneNum
Form And Info And Materials	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).	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACADEMY ART MUSEUM
106 SOUTH STREET	EASTON	MD	21601	N/A	PC	$1,500 THE ART OF COLOR, $10,000 SPECIAL APPEAL, $20,000 PERMANENT COLLECTION, $5,000 ACADEMY CRAFT SHOW	$36,500
ASPEN INSTITUTE
ONE DUPONT CIRCLE NW	WASHINGTON	DC	20036	N/A	PC	WYE FELLOWS PROGRAM	$1,250
CHESAPEAKE BAY FOUNDATION
6 HERNDON AVENUE	ANNAPOLIS	MD	21403	N/A	PC	SUPPORT CBF EASTERN SHORE OFFICE	$5,000
CHESAPEAKE BAY MARITIME MUSEUM
213 N TALBOT STREET	ST MICHAELS	MD	21663	N/A	PC	$16,500 DEBT ELIMINATION INITIATIVE,$5,000 ANNUAL FUND, $8,172 PRE-PARTY AUCTION, $2,500 ANNUAL BOATING PARTY AND $50,000 REACHING FORWARD: THE CAMPAIGN FOR THE CHESAPEAKE BAY MARITIME MUSEUM.	$82,172
CMRC - CHESAPEAKE MULTICULTURAL RESOURCE CENTER
PO BOX 1990	EASTON	MD	21601	N/A	PC	PROGRAMS TO ENGAGE AND EDUCATE NEW IMMIGRANTS AND RESIDENTS FROM DIFFERENT CULTURES	$35,065
CHESAPEAKE MUSIC
PO BOX 461	EASTON	MD	21601	N/A	PC	SUPPORT OF MONTY ALEXANDER JASS FESTIVAL AND MODERN WARRIOR LIVE	$3,180
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	CHRISTMAS FLOWERS	$500
DARROW SCHOOL
110 DARROW ROAD	NEW LEBANON	NY	12125	N/A	PC	$10,000 ANNUAL FUND AND $100,000 DESIGNING DARROW: THE CAMPUS CAMPAIGN.	$57,000
DIOCESE OF EASTON YOUTH MINISTRY
314 NORTH STREET	EASTON	MD	21601	N/A	PC	ANNUAL FUND	$1,000
DOCTORS WITHOUT BORDERS
333 SEVENTH AVE 2ND FLOOR	NEW YORK	NY	10001	N/A	PC	GENERAL BUDGET	$500
EASTERN SHORE LAND
114 S WASHINGTON ST SU 101	EASTON	MD	21601	N/A	PC	CONSERVE RURAL HERITAGE OF THE EASTERN SHORE	$250
ERIE YACHT CLUB FOUNDATION
PO BOX 648	ERIE	PA	16512	N/A	PC	CAPITAL CAMPAIGN	$10,000
FOR ALL SEASONS INC
300 TALBOT STREET	EASTON	MD	21601	N/A	PC	BEHAVIORAL HEALTH AND RAPE CRISIS CENTER	$2,500
HOPEFUL HORIZONS
PO BOX 1775	BEAUFORT	SC	29901	N/A	PC	SURVIVORS OF CHILD ABUSE, DOMESTIC VIOLENCE AND SEXUAL ASSAULT ANNUAL BUDGET	$5,000
MARYLAND CHILDREN'S EDUCATION DEFENSE FUND INC
6225 SMITH AVE	BALTIMORE	MD	21209	N/A	PC	ANNUAL FUND	$2,800
MAYO CLINIC
4500 SAN PABLO ROAD	JACKSONVILLE	FL	32224	N/A	PC	$5,000 CLUSTER HEADACHES RESEARCH AND $10,000 DANA CHILD DEVELOPMENT AND LEARNING DISORDERS PROGRAM	$15,000
MID-SHORE COMMUNITY FOUNDATION
102 E DOVER STREET	EASTON	MD	21601	N/A	PC	CAREPACKS TALBOT COUNTY FUND AND WOMEN AND GIRLS FUND	$4,000
NEW YORK YACHT CLUB
37 WEST 44TH STREET	NEW YORK	NY	10036	N/A	PC	GENERAL PURPOSE	$250
PICKERING CREEK AUDUBON CENTER
11450 AUDUBON LANE	EASTON	MD	21601	N/A	PC	ANNUAL FUND	$3,500
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	$100
TALBOT HOSPICE
586 CYNWOOD DRIVE	EASTON	MD	21601	N/A	PC	$105 ROCK THE BLOCK, $7,900 CIRCLE OF HOPE IN THE GUTHRIE SOCIETY, $5,000 GALA AND $33,333 CAPITAL CAMPAIGN.	$46,338
TRUST FOR PUBLIC LAND
101 MONTGOMERY ST	SF	CA	94104	N/A	PC	MEMBERSHIP	$100
UNITED FUND OF TALBOT COUNTY
121 N WASHINGTON ST	EASTON	MD	21601	N/A	PC	ANNUAL APPEAL	$2,500
USET FOUNDATION
1040 POTTERSVILLE RD	GLADSTONE	NJ	07934	N/A	PC	GILTEDGE CHALLENGE	$6,250
WYE RIVER UPPER SCHOOL
PO BOX 36	WYE MILLS	MD	21679	N/A	PC	$5,833 PROFESSIONAL DEVELOPMENT AND $5,500 ANNUAL FUND	$11,333
YMCA OF THE CHESAPEAKE
111-1 E DOVER STREET	EASTON	MD	21601	N/A	PC	TAKE THE HELM PROGRAM	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$343,388	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACADEMY ART MUSEUM
106 SOUTH STREET	EASTON	MD	21601	N/A	PC	PERMANENT COLLECTION	$20,000
CHESAPEAKE BAY MARITIME MUSEUM
213 N TALBOT STREET	ST MICHAELS	MD	21663	N/A	PC	REACHING FORWARD: THE CAMPAIGN FOR THE CHESAPEAKE BAY MARITIME MUSEUM.	$400,000
DARROW SCHOOL
110 DARROW ROAD	NEW LEBANON	NY	12125	N/A	PC	DESIGNING DARROW: THE CAMPUS CAMPAIGN	$343,000
ERIE YACHT CLUB FOUNDATION
PO BOX 648	ERIE	PA	16512	N/A	PC	CAPITAL CAMPAIGN	$10,000
YMCA OF THE CHESAPEAKE
111-1 E DOVER STREET	EASTON	MD	21601	N/A	PC	GENERAL	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$823,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$31,362	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	15	ExclusionCd
Exclusion	$22,513	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$26,359	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$80,234	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$80,234	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
ALEXA AND TOM SEIP
1	LOEB LOEB LLP TWO EMBARCADERO CTR	SAN FRANCISCO	CA	94111	$43,390	Yes (X)
ALEXA AND TOM SEIP
2	LOEB LOEB LLP TWO EMBARCADERO CTR	SAN FRANCISCO	CA	94111	$90,029	Yes (X)
ALEXA AND TOM SEIP
3	LOEB LOEB LLP TWO EMBARCADERO CTR	SAN FRANCISCO	CA	94111	$30,002	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	1,000 SHARES CHARLES SCHWAB	$43,390	2017-06-29
2	1,733 SHARES OF CHARLES SCHWAB	$90,029	2017-12-19
3	197 SHARES MASTERCARD INC	$30,002	2017-12-18

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	CONTRIBUTION - CONTRIBUTION RECEIVED	IdentifierTxt
Form And Line Reference	990-PF, LINE 1	FormAndLineReferenceDesc
Medium Explanation	NO GIFTS AND/OR SERVICES OR ANY OTHER COMPENSATION WAS RECEIVED IN CONNECTION WITH THE CONTRIBUTION FROM TOM AND ALEXA SEIP.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DOUBLELINE TOTAL RETURN BOND FUND	$151,441	$145,750
MUZINICH CREDIT OPPORTUNITIES FUND	$120,310	$123,384
THE FROST TOTAL RETURN BOND FUND	$113,324	$114,233

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
100 SHARES ALIBABA GROUP HOLDINGS	$17,902	$17,243
40 SHARES AMAZON.COM INC	$29,398	$46,779
425 SHARES APPLE INC	$46,918	$71,923
8,230.45 SHARES AQR MULTI-STRATEGY	$80,000	$74,486
50 SHARES AUTOZONE INC	$23,922	$35,569
400 SHARES AUTONATION INC	$19,920	$20,532
1,200 SHARES CBRE GROUP INC	$31,853	$51,972
300 SHARES CELANESE CORP-A	$16,210	$32,124
265 SHARES CHUBB LTD	$9,051	$38,724
3,909.64 SHARES DFA INTERNATIONAL CORE EQTY	$45,000	$56,846
335 SHARES HOME DEPOT INC	$30,027	$63,493
350 SHARES LAMB WESTON HOLDINGS INC	$14,431	$19,758
400 SHARES MASTERCARD INC CL A	$6,929	$60,544
1,630.44 SHARES MATTHEWS PACIFIC TIGER-FD	$45,000	$51,571
100 SHARES NVIDIA CORP	$9,992	$19,350
65 SHARES OREILLY AUTOMOTIVE INC	$18,183	$15,635
186 SHARES SOUTHWEST AIRLINES CO	$9,395	$12,174
106 SHARES STARBUCKS CORP	$6,128	$6,088
650 SHARES SYNCHRONY FINANCIAL	$22,483	$25,097
300 SHARES TEXAS INSTRUMENTS INC	$15,312	$31,332
200 SHARES THERMO FISHER SCIENTIFIC INC	$25,748	$37,976
388 SHARES TJX COS INC	$2,919	$29,666
203 SHARES UNITED HEALTH GROUP INC	$18,299	$44,753
700 SHARES WELBILT	$13,421	$16,457
700 SHARES WESTROCK CO	$29,755	$44,247

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MAP - 1998, L.P.	AT COST	$8,804	$50,000
MAP - 1999, L.P.	AT COST	$7,688	$50,000
300 SHARES AMERICAN TOWER CORP CL A (REIT)	AT COST	$9,267	$42,801
1,000 SHARES WEYERHAEUSER CO	AT COST	$30,099	$35,260

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ROYALTY EXPENSE	$5,015	$5,015	$0
UNDERPAYMENT PENALTY (CA FORM 109)	$24	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
MAP 1998-B, L.P. (ROYALTY)	$13,797	$13,797	$13,797
MAP 1999-A, L.P. (ROYALTY)	$8,716	$8,716	$8,716

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	EVERCORE INVESTMENT FEES	CategoryTxt
Amt	$9,346	Amt
Net Investment Income	$9,346	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd
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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CALIFORNIA FILING FEES	$85	$0	$85
FEDERAL EXCISE TAX	$3,000	$0	$0
FEDERAL UBI	$2,000	$0	$0
CALIFORNIA UBI	$867	$0	$0