SEIP FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SEIP FAMILY FOUNDATION (EIN 68-0401790)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201723179349101247
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T13:10:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 4156932040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA 5TH FLOOR | 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 | 4156932040 | PhoneNum |
| Signature | 2017-11-08 | 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 | 2017-11-08 | IPDt |
| IP Tm | 12:42:53 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 49921673801EAC9BC7572F966B3165D583A7A183 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D3E25F31C6D33DD90BBE9CA47C8701DBFE74D9EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,593,984 | 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 | $180,288 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $37,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,588 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $573,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,629 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,984 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,702 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $348,699 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $291,170 | 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 |
| Accounting Fees Rev And Expnss | $5,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,860 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,315 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,315 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,483 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,518 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $346,624 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $346,624 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $366,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $349,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,443 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,616 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $335 | CashBOYAmt |
| Cash EOY | $471 | CashEOYAmt |
| Cash EOYFMV | $471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $84,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,388 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $730,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $665,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $825,867 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $431,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $385,075 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $380,270 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $99,051 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,649 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $136,988 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,346,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,328,741 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,593,984 | 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 | $1,346,184 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,328,741 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,346,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,328,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,346,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,328,741 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,346,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,443 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,328,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,328,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| EVERCORE - EQUITIES | $255,857 | $196,816 | $59,041 | $59,041 | |
| EVERCORE - FIXED INCOME | $46,253 | $46,617 | -$364 | -$364 | |
| EVERCORE - REIT | $17,559 | $4,795 | $12,764 | $12,764 | |
| EVERCORE - EQUITIES | $151,485 | $12,949 | $138,536 | $138,536 | |
| 1,600 SHARES APOLLO GLOBAL MANAGEMENT LLC | $30,923 | $38,158 | -$7,235 | -$7,235 | |
| 1,400 SHARES ENTERPRISE PRODUCT PARTNERS | $19,819 | $820 | $18,999 | $18,999 | |
| 1,800 SHARES BLACKSTONE GROUP LP | $47,658 | $36,303 | $11,355 | $11,355 | |
| ENTERPRISE PRODUCT PARTNERS | $17 | -$17 | -$17 | ||
| BLACKSTONE GROUP LP | $987 | $987 | $987 | P | |
| APOLLO GLOBAL MANAGEMENT | $231 | $231 | $231 | P | |
| CAPITAL GAINS DIVIDENDS | $2,332 | $2,332 | $2,332 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,629 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $253,779 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,627,108 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.155969 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,901 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,706,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082584 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $302,758 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,666,986 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.181620 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $276,839 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,788,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154795 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $303,703 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,815,366 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.167296 | DistributionYr5Rt |
| Total Distribution | 0.742264 | TotalDistributionRt |
| Average Distribution | 0.148453 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,501,710 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $222,933 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,746 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $225,679 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $349,588 | 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 | $2,746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,851 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,851 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,105 | OverpaymentAmt |
| Applied To ES Tax | $4,105 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ||||||||
| COOLEY LLP 101 CALIFORNIA5TH FL | SAN FRANCISCO | CA | 94111 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TOM D SEIP | ||||||||
| COOLEY LLP 101 CALIFORNIA5TH FL | 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 | $1,223,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,895 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $241,493 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,524,579 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,524,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,501,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,746 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,471 | IncomeTaxAmt |
| Total Tax | $4,217 | TotalTaxAmt |
| Distributable Before Adj | $70,869 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,869 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,869 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $349,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $349,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,746 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $346,842 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,869 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $215,233 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $191,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $225,047 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,179 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $175,922 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $868,461 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $349,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $278,719 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,147,180 | 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 | $215,233 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $931,947 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,080 | ExcessFromYear4Amt |
| Excess From Year3 | $225,047 | ExcessFromYear3Amt |
| Excess From Year2 | $61,179 | ExcessFromYear2Amt |
| Excess From Year1 | $175,922 | ExcessFromYear1Amt |
| Excess From Current Year | $278,719 | 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 CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CALIFORNIA ST 5TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156932040 | 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 (22 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 | $500 COLLECTION SOCIETY, $20,000 ACQUISITIONS FUND/PERMANENT COLLECTION AND $5,000 ANNUAL APPEAL. | $25,500 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT STREET | ST MICHAELS | MD | 21663 | N/A | PC | $5,000 ANNUAL FUND, $16,500 DEB ELIMINATION INITIATIVE,$3,500 ANNUAL BOATING PARTY AND $50,000 REACHING FORWARD: THE CAMPAIGN FOR THE CHESAPEAKE BAY MARITIME MUSEUM. | $75,000 |
| 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 | $20,000 |
| CHESAPEAKE MUSIC | |||||||
| PO BOX 461 | EASTON | MD | 21601 | N/A | PC | JAZZ FESTIVAL CONCERT SPONSOR | $2,000 |
| DARROW SCHOOL | |||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | $10,000 ANNUAL FUND AND $100,000 DESIGNING DARROW: THE CAMPUS CAMPAIGN. | $110,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | GENERAL BUDGET | $1,500 |
| EASTON CHORAL ARTS SOCIETY | |||||||
| PO BOX 13 | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $1,500 |
| 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 | $10,000 |
| JOHNS HOPKINS UNIVERSITY OF MEDICINE | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | RESEARCH AND EDUCATION FUND | $1,000 |
| MAYO CLINIC | |||||||
| 4500 SAN PABLO ROAD | JACKSONVILLE | FL | 32224 | N/A | PC | CANCER RESEARCH | $1,000 |
| MARYLAND CHILDREN'S EDUCATION DEFENSE FUND INC | |||||||
| 6225 SMITH AVE | BALTIMORE | MD | 21209 | N/A | PC | ANNUAL FUND | $17,000 |
| MID-SHORE COMMUNITY FOUNDATION | |||||||
| 102 E DROVER STREET | EASTON | MD | 21601 | N/A | PC | CAREPACKS TALBOT COUNTY FUND | $1,300 |
| PICKERING CREEK AUDUBON CENTER | |||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $3,500 |
| SCHOONER PORCUPINE BAYFRONT MARITIME CENTER | |||||||
| 40 HOLLAND ST | ERIE | PA | 16507 | N/A | PC | SUPPORT TO BUILD THE SCHOONER PORCUPINE | $1,000 |
| TALBOT HOSPICE | |||||||
| 586 CYNWOOD DRIVE | EASTON | MD | 21601 | N/A | PC | $4,100 BOOKS FOR AUTHOR EVENT AND SPONSORSHIP OF BARN DANCE, $1,500 GENERAL SUPPORT AND $33,333 CAPITAL CAMPAIGN. | $38,933 |
| DIOCESE OF EASTON YOUTH MINISTRY | |||||||
| 314 NORTH STREET | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $5,000 |
| UNITED FUND OF TALBOT COUNTY | |||||||
| 121 N WASHINGTON ST | EASTON | MD | 21601 | N/A | PC | ANNUAL APPEAL | $3,500 |
| US SAILING | |||||||
| 15 MARITIME DRIVE | PORTSMOUTH | RI | 02871 | N/A | PC | SUPPORT OF THE OLYMPICS DEPARTMENT AND US SAILING TEAM | $3,900 |
| 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 | ANNUAL FUND | $3,741 |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | PC | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $346,624 | 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 | $37,839 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $16,702 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,588 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|
| ENTERPRISE PRODUCT PARTNERS - UBI | 900000 | $16,683 | 18 |
| ENTERPRISE PRODUCT PARTNERS - UBI | 900000 | $323 | |
| BLACKSTONE GROUP LP - UBI | 900000 | $269 | |
| APOLLO GLOBAL MANAGEMENT - UBI | 900000 | $7 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $17,282 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,411 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ALEXA AND TOM SEIP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COOLEY LLP 101 CALIFORNIA 5TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $180,288 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 95 SHARES ALEXION PHARMACEUTICALS | $11,318 | 2016-12-16 |
| 1 | 83 SHARES CARMAX INC | $5,219 | 2016-12-16 |
| 1 | 283 SHARES CBS CORPORATION | $18,278 | 2016-12-16 |
| 1 | 29 SHARES CIGNA CORP | $3,952 | 2016-12-16 |
| 1 | 51 SHARES DELTA AIR LINES INC | $2,591 | 2016-12-16 |
| 1 | 116 SHARES DISCOVER FINANCIAL SERVICES | $8,361 | 2016-12-16 |
| 1 | 202 SHARES DISNEY WALT CO NEW | $21,056 | 2016-12-16 |
| 1 | 60 SHARES HOME DEPOT INC | $8,150 | 2016-12-16 |
| 1 | 60 SHARES HYSTER YALE MATERIALS | $3,913 | 2016-12-16 |
| 1 | 94 SHARES L BRANDS INC | $6,595 | 2016-12-16 |
| 1 | 138 SHARES MICRON TECHNOLOGY | $2,842 | 2016-12-16 |
| 1 | 169 SHARES NVIDIA CORP | $16,767 | 2016-12-16 |
| 1 | 65 SHARES O REILLY AUTOMOTIVE | $18,183 | 2016-12-16 |
| 1 | 969 SHARES OCLARO INC | $8,852 | 2016-12-16 |
| 1 | 59 SHARES PHILLIPS 66 | $5,136 | 2016-12-16 |
| 1 | 18 SHARES PIONEER NATURAL RESOURCES | $3,353 | 2016-12-16 |
| 1 | 186 SHARES SOUTHWEST AIRLINES | $9,395 | 2016-12-16 |
| 1 | 106 SHARES STARBUCKS CORP | $6,128 | 2016-12-16 |
| 1 | 28 SHARES UNITED HEALTH GROUP | $4,553 | 2016-12-16 |
| 1 | 147 SHARES POOL CORPORATION | $15,646 | 2016-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,720 | Amt |
| Net Investment Income | $2,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,860 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | $151,441 | $145,612 |
| MUZINICH CREDIT OPPORTUNITIES FUND | $120,310 | $121,191 |
| THE FROST TOTAL RETURN BOND FUND | $113,324 | $113,467 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 265 SHARES ACE LIMITED | $0 | $0 |
| 300 SHARES AMC NETWORKS-A | $20,627 | $15,702 |
| 40 SHARES AMAZON.COM INC | $29,397 | $29,995 |
| 575 SHARES APPLE INC | $63,477 | $66,597 |
| 8,230.45 SHARES AQR MULTI-STRATEGY | $80,000 | $78,189 |
| 50 SHARES AUTOZONE INC | $23,922 | $39,490 |
| 400 SHARES AUTONATION INC | $19,920 | $19,460 |
| 1,300 SHARES CBRE GROUP INC | $35,340 | $40,937 |
| 400 SHARES CELANESE CORP-A | $21,729 | $31,496 |
| 265 SHARES CHUBB LTD | $9,051 | $35,012 |
| 3,909.64 SHARES DFA INTERNATIONAL CORE EQTY | $45,000 | $45,586 |
| 300 SHARES DORMAN PRODUCTS INC | $0 | $0 |
| 3,427.64 SHARES GOTHAM NEUTRAL FUND-INSTL | $37,944 | $35,716 |
| 335 SHARES HOME DEPOT INC | $30,027 | $44,917 |
| 1,100 SHARES ISHA HEDGED MSCI GERMANY | $0 | $0 |
| 400 SHARES MASTERCARD INC CL A | $6,929 | $41,300 |
| 1,630.44 SHARES MATTHEWS PACIFIC TIGER-FD | $45,000 | $37,337 |
| 100 SHARES MCKESSON CORP | $0 | $0 |
| 350 SHARES NXP SEMICONDUCTORS | $0 | $0 |
| 169 SHARES NVIDIA CORP | $16,767 | $18,039 |
| 65 SHARES OREILLY AUTOMOTIVE INC | $18,183 | $18,097 |
| 150 SHARES POLARIS INDUSTRIES INC | $0 | $0 |
| 186 SHARES SOUTHWEST AIRLINES CO | $9,395 | $9,270 |
| 106 SHARES STARBUCKS CORP | $6,128 | $5,885 |
| 550 SHARES SYNCHRONY FINANCIAL | $19,501 | $19,949 |
| 300 SHARES TEXAS INSTRUMENTS INC | $15,312 | $21,891 |
| 200 SHARES THERMO FISHER SCIENTIFIC INC | $25,748 | $28,220 |
| 488 SHARES TJX COS INC | $3,679 | $36,663 |
| 283 SHARES UNION PACIFIC CORP | $0 | $0 |
| 253 SHARES UNITED HEALTH GROUP INC | $22,228 | $40,490 |
| 300 SHARES WESTERN DIGITAL CORP | $0 | $0 |
| 700 SHARES WESTROCK CO | $29,755 | $35,539 |
| 1,000 SHARES WEYERHAEUSER CO | $30,099 | $30,090 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAP - 1998, L.P. | AT COST | $9,102 | $50,000 |
| MAP - 1999, L.P. | AT COST | $7,735 | $50,000 |
| ENTERPRISE PRODS PARTNERS | AT COST | $0 | $0 |
| BLACKSTONE GROUP LP | AT COST | $0 | $0 |
| APOLLO GLOBAL MANAGEMENT | AT COST | $0 | $0 |
| 350 SHARES AMERICAN TOWER CORP CL A (REIT) | AT COST | $10,812 | $36,988 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY EXPENSE | $4,252 | $4,252 | $0 |
| PARTNERSHIP EXPENSE | $107 | $107 | $0 |
| BANK SERVICE FEES | $39 | $20 | $19 |
| CA FILING FEES (FORM 199 AND RRF-1) | $85 | $0 | $85 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAP 1998-B, L.P. (ROYALTY) | $10,582 | $10,582 | $10,582 |
| MAP 1999-A, L.P. (ROYALTY) | $5,578 | $5,578 | $5,578 |
| BLACKSTONE GROUP LP | $7 | $7 | $7 |
| BLACKSTONE GROUP LP-OTHER INCOME | $306 | $306 | $306 |
| ENTERPRISE PRODUCT PARTNERS | $16 | $16 | $16 |
| APOLLO GLOBAL MANAGEMENT | $213 | $213 | $213 |
| ENTERPRISE PRODUCT PARTNERS - UBI | $16,683 | $16,683 | |
| ENTERPRISE PRODUCT PARTNERS - UBI | $323 | $323 | |
| BLACKSTONE GROUP LP - UBI | $269 | $269 | |
| APOLLO GLOBAL MANAGEMENT - UBI | $7 | $7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EVERCORE INVESTMENT FEES | CategoryTxt |
| Amt | $9,315 | Amt |
| Net Investment Income | $9,315 | 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 | |||
| COOLEY LLP 101 CALIFORNIA ST 5TH FL | SAN FRANCISCO | CA | 94111 |
| TOM D SEIP | |||
| COOLEY LLP 101 CALIFORNIA ST 5TH FL | SAN FRANCISCO | CA | 94111 |