SERAMUR FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SERAMUR FAMILY FOUNDATION INC (EIN 39-1806609)
Tax period
2024-10-01 to 2025-09-30
Filed
2025-11-05
IRS object ID
202543099349100549
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-11-05T09:43:23-08:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391205411PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHEREK PUCCI & QUICK SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 WOODWARD DR STE BAddressLine1Txt
CitySTEVENS POINTCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54481ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391806609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SERAMUR FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSERABusinessNameControlTxt
Phone7155739105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12013 RIDGE VIEW DRIVEAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN SERAMURPersonNm
Person TitleSECRETARY/TREASPersonTitleTxt
Signature2025-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGary Pucci CPAPreparerPersonNm
PTINP00026278PTIN
Phone7153444200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,444,289FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$61InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$61InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$61InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$285,762DividendsRevAndExpnssAmt
Dividends Net Invst Incm$285,762DividendsNetInvstIncmAmt
Dividends Adj Net Incm$285,762DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$195,561NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,642,502GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$195,561CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$181OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$481,565TotalRevAndExpnssAmt
Total Net Invst Incm$481,384TotalNetInvstIncmAmt
Total Adj Net Incm$285,823TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,400CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,514AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$59,574OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$59,574OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$2InterestRevAndExpnssAmt
Taxes Rev And Expnss$5,964TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,964TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$2,430OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$80,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,538TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$387,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$387,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$467,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,538TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$387,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,621ExcessRevenueOverExpensesAmt
Net Investment Income$415,846NetInvestmentIncomeAmt
Adjusted Net Income$285,823AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,230,043SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$453,005SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$453,005SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,994,360CorporateStockBOYAmt
Corporate Stock EOY$4,714,134CorporateStockEOYAmt
Corporate Stock EOYFMV$8,404,258CorporateStockEOYFMVAmt
Other Investments BOY$365,888OtherInvestmentsBOYAmt
Other Investments EOY$436,773OtherInvestmentsEOYAmt
Other Investments EOYFMV$587,026OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,590,291TotalAssetsBOYAmt
Total Assets EOY$5,603,912TotalAssetsEOYAmt
Total Assets EOYFMV$9,444,289TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$429,748CapitalStockBOYAmt
Capital Stock EOY$429,748CapitalStockEOYAmt
Retained Earning BOY$5,160,543RetainedEarningBOYAmt
Retained Earning EOY$5,174,164RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,590,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,603,912TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,590,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,603,912TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,590,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,621ExcessRevenueOverExpensesAmt
Subtotal$5,603,912SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,603,912TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2024-10-012025-09-30$1,485,370$1,587,215-$101,845-$101,845
PUBLICLY TRADED SECURITIESP2020-10-012025-09-30$2,145,373$1,859,726$285,647$285,647
Capital Gain Dividends$11,759
FieldValueIRS element (for citing)
Capital Gain Net Income$195,561CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$101,845NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,780InvestmentIncomeExciseTaxAmt
Subtotal$5,780SubtotalAmt
Tax Based On Investment Income$5,780TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,134EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,134TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$2,354OverpaymentAmt
Applied To ES Tax$2,354AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRIAN SERAMURBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7155739105PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12013 RIDGE VIEW DRIVEAddressLine1Txt
CityWAUSAUCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOHN C SERAMUR
2013 RIDGE VIEW DRIVEWAUSAUWI54401President0.00$0
GARY T PUCCI
5000 WOODWARD DR STE BSTEVENS POINTWI54481Vice President0.00$0
ALISSA J THOMPSON
2013 RIDGE VIEW DRIVEWAUSAUWI54401Director0.00$0
BRIAN SERAMUR
2013 RIDGE VIEW DRIVEWAUSAUWI54401SECRETARY/TREAS0.00$8,400
BRENDA S THOMPSON
2013 RIDGE VIEW DRIVEWAUSAUWI54401Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 NORTH WACKER DRIVE SUITE 3300AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606062883ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$59,574CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,527,413AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,447AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,597,860TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$8,597,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$128,968CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,468,892NetVlNoncharitableAssetsAmt
Minimum Investment Return$423,445MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$423,445MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,780TaxBasedOnInvestmentIncomeAmt
Total Tax$5,780TotalTaxAmt
Distributable Before Adj$417,665DistributableBeforeAdjAmt
Distributable Before Ded$417,665DistributableBeforeDedAmt
Distributable As Adjusted$417,665DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$387,060ExpensesAndContributionsAmt
Qualifying Distributions$387,060QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$417,665DistributableAsAdjustedAmt
Undistributed Income PY$359,389UndistributedIncomePYAmt
Qualifying Distributions$387,060QualifyingDistributionsAmt
Applied To Year1$359,389AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,671AppliedToCurrentYearAmt
Undistributed Income CY$389,994UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN C SERAMURContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUBS OF PORTAGE COU
PO BOX 171STEVENS POINTWI54481NONEPCANNUAL CONTRIBUTION$2,500
OPERATION BOOTSTRAP
5000 HEFRON STREETSTEVENS POINTWI54481NONEPCANNUAL CONTRIBUTION$35,060
TOMAHAWK LAKE ASSOCIATION
PO BOX 535MINOCQUAWI54548NONEPCWATER MILFOIL PREVENTION$500
ST ANTHONY OF PADUA
276 S 5TH AVEPARK FALLSWI54552NONEPCCAPITAL CAMPAIGN$25,000
COMMUNITY FOUNDATION OF CENTRAL WIS
1501 CLARK STSTEVENS POINTWI54481NONEPCGREEN CIRCLE TRAIL$1,000
PORTAGE COUNTY CULTURAL FESTIVAL
1201 NORTH POINT DRIVESTEVENS POINTWI54481NONEPCANNUAL CONTRIBUTION$500
UNITED WAY OF PORTAGE COUNTY
2801 HOOVER ROAD UNIT 2STEVENS POINTWI54481NONEPCCOMMUNITY ACTIVITIES$5,000
MOTHER OF GOOD COUNSEL SCHOOL
3001 N 68TH STREETMILWAUKEEWI53210NONEPCANNUAL FUND$2,500
CRISTO REY HIGH SCHOOL
1215 SOUTH 45TH STREETWEST MILWAUKEEWI53214NONEPCSCHOLARSHIP FUNDING$200,000
CITY OF STEVENS POINT
1515 STRONGS AVENUESTEVENS POINTWI54481NONEGOVCAPITAL IMPROVEMENTS$17,000
NATIVITY JESUIT ACAD
1515 S 29TH STREETMILWAUKEEWI53215NONEPCANNUAL CAMPAIGN$25,000
ASPIRUS HEALTH FOUNDATION
425 PINE RIDGE BLVDWAUSAUWI54401NONEPCCAPITAL EQUIPMENT$23,000
GRAND THEATER
401 N 4TH STREETWAUSAUWI54403NONEPCCAPITAL CAMPAIGN$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$387,060TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$285,762ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$181ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$195,561ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$481,565ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$481,565TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PF PREPARATIONCategoryTxt
Amt$4,514Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
DUES$1,680
INSURANCE$750

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$181RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$59,574Amt
Net Investment Income$59,574NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN DIVIDEND FEES$985$985
FOREIGN TAXES$4,979$4,979

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