THE SEAMAN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SEAMAN FOUNDATION INC (EIN 59-3631102)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349101459
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:41:01-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593530905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETT HENDEE PA ATTORNEY AT LAW | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 SOUTH MACDILL AVE SUITE 200 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 336295218 | 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 | 593631102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEAMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEAM | BusinessNameControlTxt |
| Phone | 8136235400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11540 US HIGHWAY 92 EAST | AddressLine1Txt |
| City | SEFFNER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33584 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEWIS STEIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8136235400 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRETT HENDEE | PreparerPersonNm |
| PTIN | P00237330 | PTIN |
| Phone | 8132581177 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.110.77.61 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 15:31:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 951502B41D3B3475C6CC0E3712CDC08177F1EC07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 88EE3E5C8D58BAF60DAD8BCAA2AAE9F3184B68FE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,269,534 | 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 | $10,938,156 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,012,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,487,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $196 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $196 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,014,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,488,896 | 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 | $435 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $218 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $217 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,194 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,194 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,899 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $284 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,826,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,826,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,888,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,826,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,125,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,487,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,143,778 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,269,534 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,269,534 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $5,143,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,269,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,269,534 | 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 | $5,143,778 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,269,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,143,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,269,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,143,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,269,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,143,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,125,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,269,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,269,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (257 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1800 SHS AAPL | 2016-12-06 | 2016-12-15 | $203,079 | $133,488 | $69,591 | $69,591 |
| 2188 SHS ATO | 2016-12-06 | 2016-12-15 | $160,963 | $84,785 | $76,178 | $76,178 |
| 976 SHS KMB | 2016-12-06 | 2016-12-15 | $112,073 | $61,234 | $50,839 | $50,839 |
| 1619 SHS PNC | 2016-12-06 | 2016-12-15 | $185,201 | $118,705 | $66,496 | $66,496 |
| 683 SHS UNH | 2016-12-06 | 2016-12-15 | $108,451 | $66,203 | $42,248 | $42,248 |
| 5219 SHS ADP | 2016-12-09 | 2016-12-15 | $511,886 | $266,200 | $245,686 | $245,686 |
| 6770 SHS BMY | 2016-12-09 | 2016-12-15 | $382,944 | $165,685 | $217,259 | $217,259 |
| 6335 SHS CPB | 2016-12-09 | 2016-12-15 | $374,354 | $212,112 | $162,242 | $162,242 |
| 3395 SHS HON | 2016-12-09 | 2016-12-15 | $393,869 | $156,437 | $237,432 | $237,432 |
| 6740 SHS IDXX | 2016-12-09 | 2016-12-15 | $803,244 | $477,052 | $326,192 | $326,192 |
| 10442 SHS INTC | 2016-12-09 | 2016-12-15 | $374,227 | $216,322 | $157,905 | $157,905 |
| 2650 SHS KMB | 2016-12-09 | 2016-12-15 | $305,195 | $145,994 | $159,201 | $159,201 |
| 7946 SHS MSFT | 2016-12-09 | 2016-12-15 | $492,777 | $229,748 | $263,029 | $263,029 |
| 6994 SHS NIKE | 2016-12-09 | 2016-12-15 | $357,729 | $117,346 | $240,383 | $240,383 |
| 2255 SHS PEP | 2016-12-09 | 2016-12-15 | $234,809 | $143,160 | $91,649 | $91,649 |
| 5205 SHS TJX | 2016-12-09 | 2016-12-15 | $403,877 | $92,057 | $311,820 | $311,820 |
| 2808 SHS UPS | 2016-12-09 | 2016-12-15 | $336,800 | $195,469 | $141,331 | $141,331 |
| 4063 SHS WY | 2016-12-09 | 2016-12-15 | $133,190 | $78,163 | $55,027 | $55,027 |
| 95 SHS MMM | 2016-12-20 | 2016-12-27 | $16,967 | $4,950 | $12,017 | $12,017 |
| 489 SHS ABBV | 2016-12-20 | 2016-12-27 | $30,449 | $11,520 | $18,929 | $18,929 |
| 225 SHS ACN | 2016-12-20 | 2016-12-27 | $26,723 | $12,865 | $13,858 | $13,858 |
| 187 SHS ADBE | 2016-12-20 | 2016-12-27 | $19,773 | $6,526 | $13,247 | $13,247 |
| 100 SHS AET | 2016-12-20 | 2016-12-27 | $12,466 | $5,869 | $6,597 | $6,597 |
| 231 SHS AFL | 2016-12-20 | 2016-12-27 | $16,137 | $3,141 | $12,996 | $12,996 |
| 71 SHS AKAM | 2016-12-20 | 2016-12-27 | $4,888 | $885 | $4,003 | $4,003 |
| 30 SHS AA | 2016-12-20 | 2016-12-27 | $906 | $386 | $520 | $520 |
| 283 SHS ALL | 2016-12-20 | 2016-12-27 | $21,077 | $4,067 | $17,010 | $17,010 |
| 116 SHS GOOGL | 2016-12-20 | 2016-12-27 | $94,621 | $28,395 | $66,226 | $66,226 |
| 115 SHS GOOG | 2016-12-20 | 2016-12-27 | $91,520 | $27,945 | $63,575 | $63,575 |
| 557 SHS MO | 2016-12-20 | 2016-12-27 | $37,580 | $11,872 | $25,708 | $25,708 |
| 169 SHS AMZN | 2016-12-20 | 2016-12-27 | $130,127 | $16,123 | $114,004 | $114,004 |
| 183 SHS AXP | 2016-12-20 | 2016-12-27 | $13,745 | $5,192 | $8,553 | $8,553 |
| 137 SHS AIG | 2016-12-20 | 2016-12-27 | $9,121 | $4,624 | $4,497 | $4,497 |
| 104 SHS AMT | 2016-12-20 | 2016-12-27 | $11,126 | $2,877 | $8,249 | $8,249 |
| 94 SHS ABC | 2016-12-20 | 2016-12-27 | $7,416 | $1,465 | $5,951 | $5,951 |
| 323 SHS AMGN | 2016-12-20 | 2016-12-27 | $47,503 | $14,738 | $32,765 | $32,765 |
| 37 SHS AEP | 2016-12-20 | 2016-12-27 | $2,335 | $972 | $1,363 | $1,363 |
| 206 SHS APH | 2016-12-20 | 2016-12-27 | $14,090 | $4,269 | $9,821 | $9,821 |
| 201 SHS APC | 2016-12-20 | 2016-12-27 | $14,367 | $6,673 | $7,694 | $7,694 |
| 55 SHS ADI | 2016-12-20 | 2016-12-27 | $4,053 | $889 | $3,164 | $3,164 |
| 192 SHS ANTM | 2016-12-20 | 2016-12-27 | $28,262 | $6,257 | $22,005 | $22,005 |
| 121 SHS AON | 2016-12-20 | 2016-12-27 | $13,548 | $5,935 | $7,613 | $7,613 |
| 1659 SHS AAPL | 2016-12-20 | 2016-12-27 | $193,767 | $16,756 | $177,011 | $177,011 |
| 766 SHS AMAT | 2016-12-20 | 2016-12-27 | $24,971 | $7,722 | $17,249 | $17,249 |
| 194 SHS AIZ | 2016-12-20 | 2016-12-27 | $17,888 | $6,983 | $10,905 | $10,905 |
| 802 SHS T | 2016-12-20 | 2016-12-27 | $34,028 | $14,126 | $19,902 | $19,902 |
| 123 SHS ADP | 2016-12-20 | 2016-12-27 | $12,578 | $3,613 | $8,965 | $8,965 |
| 202 SHS AN | 2016-12-20 | 2016-12-27 | $9,991 | $871 | $9,120 | $9,120 |
| 37 SHS AZO | 2016-12-20 | 2016-12-27 | $29,919 | $7,138 | $22,781 | $22,781 |
| 21 SHS AVB | 2016-12-20 | 2016-12-27 | $3,675 | $837 | $2,838 | $2,838 |
| 38 SHS BHI | 2016-12-20 | 2016-12-27 | $2,494 | $1,031 | $1,463 | $1,463 |
| 62 SHS BMO | 2016-12-20 | 2016-12-27 | $4,502 | $1,529 | $2,973 | $2,973 |
| 46 SHS BAX | 2016-12-20 | 2016-12-27 | $2,027 | $1,012 | $1,015 | $1,015 |
| 461 SHS BBT | 2016-12-20 | 2016-12-27 | $22,035 | $9,414 | $12,621 | $12,621 |
| 584 SHS BRK'B | 2016-12-20 | 2016-12-27 | $96,924 | $34,074 | $62,850 | $62,850 |
| 44 SHS BIG | 2016-12-20 | 2016-12-27 | $2,455 | $508 | $1,947 | $1,947 |
| 22 SHS BIIB | 2016-12-20 | 2016-12-27 | $6,271 | $2,998 | $3,273 | $3,273 |
| 322 SHS BA | 2016-12-20 | 2016-12-27 | $50,524 | $20,064 | $30,460 | $30,460 |
| 242 SHS BMY | 2016-12-20 | 2016-12-27 | $14,333 | $4,944 | $9,389 | $9,389 |
| 49 SHS AVGO | 2016-12-20 | 2016-12-27 | $9,003 | $2,688 | $6,315 | $6,315 |
| 186 SHS CA | 2016-12-20 | 2016-12-27 | $6,097 | $2,909 | $3,188 | $3,188 |
| 332 SHS COG | 2016-12-20 | 2016-12-27 | $7,334 | $1,688 | $5,646 | $5,646 |
| 28 SHS CPB | 2016-12-20 | 2016-12-27 | $1,669 | $740 | $929 | $929 |
| 248 SHS COF | 2016-12-20 | 2016-12-27 | $22,528 | $2,195 | $20,333 | $20,333 |
| 32 SHS CAH | 2016-12-20 | 2016-12-27 | $2,320 | $728 | $1,592 | $1,592 |
| 125 SHS CCL | 2016-12-20 | 2016-12-27 | $6,541 | $2,502 | $4,039 | $4,039 |
| 30 SHS CAT | 2016-12-20 | 2016-12-27 | $2,828 | $942 | $1,886 | $1,886 |
| 85 SHS CDK | 2016-12-20 | 2016-12-27 | $5,167 | $1,511 | $3,656 | $3,656 |
| 390 SHS CELG | 2016-12-20 | 2016-12-27 | $46,031 | $13,930 | $32,101 | $32,101 |
| 100 SHS CF | 2016-12-20 | 2016-12-27 | $2,909 | $928 | $1,981 | $1,981 |
| 14 SHS CHTR | 2016-12-20 | 2016-12-27 | $4,069 | $412 | $3,657 | $3,657 |
| 142 SHS CIEN | 2016-12-20 | 2016-12-27 | $3,503 | $860 | $2,643 | $2,643 |
| 202 SHS CI | 2016-12-20 | 2016-12-27 | $27,760 | $4,070 | $23,690 | $23,690 |
| 308 SHS CINF | 2016-12-20 | 2016-12-27 | $23,592 | $8,541 | $15,051 | $15,051 |
| 733 SHS CSCO | 2016-12-20 | 2016-12-27 | $22,407 | $11,032 | $11,375 | $11,375 |
| 192 SHS C | 2016-12-20 | 2016-12-27 | $11,662 | $5,146 | $6,516 | $6,516 |
| 43 SHS CTXS | 2016-12-20 | 2016-12-27 | $3,954 | $924 | $3,030 | $3,030 |
| 16 SHS CLX | 2016-12-20 | 2016-12-27 | $1,908 | $739 | $1,169 | $1,169 |
| 235 SHS CME | 2016-12-20 | 2016-12-27 | $28,777 | $10,551 | $18,226 | $18,226 |
| 69 SHS CMS | 2016-12-20 | 2016-12-27 | $2,879 | $733 | $2,146 | $2,146 |
| 61 SHS COH | 2016-12-20 | 2016-12-27 | $2,181 | $844 | $1,337 | $1,337 |
| 396 SHS KO | 2016-12-20 | 2016-12-27 | $16,473 | $8,639 | $7,834 | $7,834 |
| 289 SHS CCE | 2016-12-20 | 2016-12-27 | $9,337 | $2,670 | $6,667 | $6,667 |
| 342 SHS CTSH | 2016-12-20 | 2016-12-27 | $19,165 | $2,818 | $16,347 | $16,347 |
| 86 SHS CL | 2016-12-20 | 2016-12-27 | $5,690 | $2,319 | $3,371 | $3,371 |
| 1011 SHS CMCSA | 2016-12-20 | 2016-12-27 | $71,567 | $20,669 | $50,898 | $50,898 |
| 368 SHS CMA | 2016-12-20 | 2016-12-27 | $25,303 | $8,364 | $16,939 | $16,939 |
| 112 SHS CAG | 2016-12-20 | 2016-12-27 | $4,266 | $1,243 | $3,023 | $3,023 |
| 522 SHS GLW | 2016-12-20 | 2016-12-27 | $12,815 | $4,587 | $8,228 | $8,228 |
| 65 SHS COST | 2016-12-20 | 2016-12-27 | $10,634 | $2,726 | $7,908 | $7,908 |
| 53 SHS CST | 2016-12-20 | 2016-12-27 | $2,557 | $765 | $1,792 | $1,792 |
| 540 SHS CSX | 2016-12-20 | 2016-12-27 | $19,774 | $4,026 | $15,748 | $15,748 |
| 66 SHS CMI | 2016-12-20 | 2016-12-27 | $9,108 | $1,272 | $7,836 | $7,836 |
| 223 SHS CVS | 2016-12-20 | 2016-12-27 | $17,708 | $5,466 | $12,242 | $12,242 |
| 116 SHS DHR | 2016-12-20 | 2016-12-27 | $9,109 | $2,205 | $6,904 | $6,904 |
| 48 SHS DE | 2016-12-20 | 2016-12-27 | $4,970 | $1,499 | $3,471 | $3,471 |
| 208 SHS DFS | 2016-12-20 | 2016-12-27 | $15,198 | $6,315 | $8,883 | $8,883 |
| 709 SHS DIS | 2016-12-20 | 2016-12-27 | $74,167 | $26,455 | $47,712 | $47,712 |
| 223 SHS D | 2016-12-20 | 2016-12-27 | $17,090 | $6,230 | $10,860 | $10,860 |
| 485 SHS DOW | 2016-12-20 | 2016-12-27 | $28,600 | $3,225 | $25,375 | $25,375 |
| 348 SHS DD | 2016-12-20 | 2016-12-27 | $26,190 | $5,660 | $20,530 | $20,530 |
| 231 SHS DUK | 2016-12-20 | 2016-12-27 | $17,840 | $8,396 | $9,444 | $9,444 |
| 549 SHS ETFC | 2016-12-20 | 2016-12-27 | $19,330 | $4,468 | $14,862 | $14,862 |
| 548 SHS EBAY | 2016-12-20 | 2016-12-27 | $15,968 | $6,846 | $9,122 | $9,122 |
| 25 SHS ECL | 2016-12-20 | 2016-12-27 | $3,009 | $755 | $2,254 | $2,254 |
| 407 SHS LLY | 2016-12-20 | 2016-12-27 | $29,894 | $13,206 | $16,688 | $16,688 |
| 168 SHS ESRX | 2016-12-20 | 2016-12-27 | $11,548 | $5,484 | $6,064 | $6,064 |
| 839 SHS FB | 2016-12-20 | 2016-12-27 | $99,772 | $47,730 | $52,042 | $52,042 |
| 224 SHS FDX | 2016-12-20 | 2016-12-27 | $43,679 | $13,779 | $29,900 | $29,900 |
| 671 SHS FITB | 2016-12-20 | 2016-12-27 | $18,674 | $6,802 | $11,872 | $11,872 |
| 266 SHS FISV | 2016-12-20 | 2016-12-27 | $28,916 | $6,204 | $22,712 | $22,712 |
| 45 SHS FLS | 2016-12-20 | 2016-12-27 | $2,212 | $680 | $1,532 | $1,532 |
| 123 SHS FTV | 2016-12-20 | 2016-12-27 | $6,761 | $2,312 | $4,449 | $4,449 |
| 125 SHS FBHS | 2016-12-20 | 2016-12-27 | $6,875 | $552 | $6,323 | $6,323 |
| 1893 SHS GE | 2016-12-20 | 2016-12-27 | $60,859 | $25,664 | $35,195 | $35,195 |
| 38 SHS GIS | 2016-12-20 | 2016-12-27 | $2,335 | $1,021 | $1,314 | $1,314 |
| 221 SHS GD | 2016-12-20 | 2016-12-27 | $38,807 | $9,647 | $29,160 | $29,160 |
| 624 SHS GILD | 2016-12-20 | 2016-12-27 | $46,194 | $9,499 | $36,695 | $36,695 |
| 237 SHS GS | 2016-12-20 | 2016-12-27 | $57,410 | $21,186 | $36,224 | $36,224 |
| 363 SHS HAL | 2016-12-20 | 2016-12-27 | $19,554 | $5,663 | $13,891 | $13,891 |
| 21 SHS HYH | 2016-12-20 | 2016-12-27 | $810 | $340 | $470 | $470 |
| 192 SHS HOG | 2016-12-20 | 2016-12-27 | $11,485 | $1,542 | $9,943 | $9,943 |
| 110 SHS HAS | 2016-12-20 | 2016-12-27 | $8,916 | $2,097 | $6,819 | $6,819 |
| 23 SHS HSY | 2016-12-20 | 2016-12-27 | $2,368 | $805 | $1,563 | $1,563 |
| 548 SHS HD | 2016-12-20 | 2016-12-27 | $74,981 | $21,045 | $53,936 | $53,936 |
| 206 SHS HON | 2016-12-20 | 2016-12-27 | $24,221 | $7,038 | $17,183 | $17,183 |
| 465 SHS HST | 2016-12-20 | 2016-12-27 | $8,914 | $1,572 | $7,342 | $7,342 |
| 39 SHS ILG | 2016-12-20 | 2016-12-27 | $713 | $67 | $646 | $646 |
| 21 SHS NGVT | 2016-12-20 | 2016-12-27 | $1,147 | $254 | $893 | $893 |
| 526 SHS INTC | 2016-12-20 | 2016-12-27 | $19,572 | $9,833 | $9,739 | $9,739 |
| 488 SHS ICE | 2016-12-20 | 2016-12-27 | $28,338 | $11,640 | $16,698 | $16,698 |
| 71 SHS IBM | 2016-12-20 | 2016-12-27 | $11,786 | $5,696 | $6,090 | $6,090 |
| 105 SHS IFF | 2016-12-20 | 2016-12-27 | $12,402 | $5,092 | $7,310 | $7,310 |
| 337 SHS IP | 2016-12-20 | 2016-12-27 | $18,198 | $1,398 | $16,800 | $16,800 |
| 426 SHS IPG | 2016-12-20 | 2016-12-27 | $10,070 | $1,377 | $8,693 | $8,693 |
| 40 SHS INTU | 2016-12-20 | 2016-12-27 | $4,731 | $911 | $3,820 | $3,820 |
| 253 SHS JNS | 2016-12-20 | 2016-12-27 | $3,451 | $1,055 | $2,396 | $2,396 |
| 326 SHS JNJ | 2016-12-20 | 2016-12-27 | $37,815 | $17,386 | $20,429 | $20,429 |
| 151 SHS JCI | 2016-12-20 | 2016-12-27 | $6,493 | $1,534 | $4,959 | $4,959 |
| 1155 SHS JPM | 2016-12-20 | 2016-12-27 | $99,824 | $41,553 | $58,271 | $58,271 |
| 172 SHS KMB | 2016-12-20 | 2016-12-27 | $19,694 | $8,042 | $11,652 | $11,652 |
| 333 SHS KIM | 2016-12-20 | 2016-12-27 | $8,618 | $2,598 | $6,020 | $6,020 |
| 218 SHS KHC | 2016-12-20 | 2016-12-27 | $18,732 | $6,602 | $12,130 | $12,130 |
| 109 SHS LLL | 2016-12-20 | 2016-12-27 | $16,995 | $7,873 | $9,122 | $9,122 |
| 23 SHS LH | 2016-12-20 | 2016-12-27 | $2,953 | $1,261 | $1,692 | $1,692 |
| 262 SHS LRCX | 2016-12-20 | 2016-12-27 | $27,950 | $7,110 | $20,840 | $20,840 |
| 38 SHS LW | 2016-12-20 | 2016-12-27 | $1,309 | $379 | $930 | $930 |
| 78 SHS LEG | 2016-12-20 | 2016-12-27 | $3,896 | $936 | $2,960 | $2,960 |
| 71 SHS LDOS | 2016-12-20 | 2016-12-27 | $3,657 | $542 | $3,115 | $3,115 |
| 219 SHS LEN | 2016-12-20 | 2016-12-27 | $9,426 | $1,463 | $7,963 | $7,963 |
| 173 SHS LLTC | 2016-12-20 | 2016-12-27 | $10,819 | $3,318 | $7,501 | $7,501 |
| 103 SHS LMT | 2016-12-20 | 2016-12-27 | $26,193 | $8,828 | $17,365 | $17,365 |
| 508 SHS LOW | 2016-12-20 | 2016-12-27 | $37,637 | $13,391 | $24,246 | $24,246 |
| 107 SHS MTB | 2016-12-20 | 2016-12-27 | $16,804 | $7,256 | $9,548 | $9,548 |
| 73 SHS MAR | 2016-12-20 | 2016-12-27 | $6,210 | $824 | $5,386 | $5,386 |
| 200 SHS MMC | 2016-12-20 | 2016-12-27 | $13,682 | $3,580 | $10,102 | $10,102 |
| 442 SHS MAS | 2016-12-20 | 2016-12-27 | $14,391 | $1,565 | $12,826 | $12,826 |
| 420 SHS MA | 2016-12-20 | 2016-12-27 | $43,889 | $12,746 | $31,143 | $31,143 |
| 65 SHS MAT | 2016-12-20 | 2016-12-27 | $1,885 | $415 | $1,470 | $1,470 |
| 318 SHS MCD | 2016-12-20 | 2016-12-27 | $39,161 | $12,910 | $26,251 | $26,251 |
| 862 SHS MRK | 2016-12-20 | 2016-12-27 | $52,236 | $19,273 | $32,963 | $32,963 |
| 65 SHS MDP | 2016-12-20 | 2016-12-27 | $3,815 | $709 | $3,106 | $3,106 |
| 35 SHS MET | 2016-12-20 | 2016-12-27 | $1,900 | $870 | $1,030 | $1,030 |
| 51 SHS MCHP | 2016-12-20 | 2016-12-27 | $3,338 | $639 | $2,699 | $2,699 |
| 3322 SHS MSFT | 2016-12-20 | 2016-12-27 | $211,075 | $81,528 | $129,547 | $129,547 |
| 123 SHS TAP | 2016-12-20 | 2016-12-27 | $11,852 | $5,072 | $6,780 | $6,780 |
| 429 SHS MDLZ | 2016-12-20 | 2016-12-27 | $19,051 | $6,567 | $12,484 | $12,484 |
| 128 SHS MON | 2016-12-20 | 2016-12-27 | $13,497 | $5,174 | $8,323 | $8,323 |
| 253 SHS MCO | 2016-12-20 | 2016-12-27 | $24,432 | $9,247 | $15,185 | $15,185 |
| 989 SHS MS | 2016-12-20 | 2016-12-27 | $43,040 | $17,965 | $25,075 | $25,075 |
| 36 SHS MSI | 2016-12-20 | 2016-12-27 | $3,019 | $975 | $2,044 | $2,044 |
| 17 SHS MUSA | 2016-12-20 | 2016-12-27 | $1,161 | $376 | $785 | $785 |
| 206 SHS NTAP | 2016-12-20 | 2016-12-27 | $7,583 | $2,571 | $5,012 | $5,012 |
| 238 SHS NFLX | 2016-12-20 | 2016-12-27 | $29,847 | $11,123 | $18,724 | $18,724 |
| 238 SHS NWSA | 2016-12-20 | 2016-12-27 | $2,775 | $598 | $2,177 | $2,177 |
| 442 SHS NWL | 2016-12-20 | 2016-12-27 | $20,283 | $2,091 | $18,192 | $18,192 |
| 146 SHS NEE | 2016-12-20 | 2016-12-27 | $17,387 | $6,260 | $11,127 | $11,127 |
| 488 SHS NKE | 2016-12-20 | 2016-12-27 | $25,863 | $6,464 | $19,399 | $19,399 |
| 76 SHS JWN | 2016-12-20 | 2016-12-27 | $3,945 | $931 | $3,014 | $3,014 |
| 410 SHS NVDA | 2016-12-20 | 2016-12-27 | $43,311 | $4,820 | $38,491 | $38,491 |
| 126 SHS OMC | 2016-12-20 | 2016-12-27 | $10,843 | $2,870 | $7,973 | $7,973 |
| 908 SHS ORCL | 2016-12-20 | 2016-12-27 | $35,402 | $14,363 | $21,039 | $21,039 |
| 151 SHS PCAR | 2016-12-20 | 2016-12-27 | $9,917 | $3,670 | $6,247 | $6,247 |
| 102 SHS PAYX | 2016-12-20 | 2016-12-27 | $6,294 | $2,157 | $4,137 | $4,137 |
| 277 SHS PYPL | 2016-12-20 | 2016-12-27 | $11,035 | $4,802 | $6,233 | $6,233 |
| 38 SHS PNR | 2016-12-20 | 2016-12-27 | $2,177 | $550 | $1,627 | $1,627 |
| 308 SHS PEP | 2016-12-20 | 2016-12-27 | $32,284 | $15,614 | $16,670 | $16,670 |
| 1063 SHS PFE | 2016-12-20 | 2016-12-27 | $34,781 | $14,909 | $19,872 | $19,872 |
| 518 SHS PM | 2016-12-20 | 2016-12-27 | $47,002 | $19,174 | $27,828 | $27,828 |
| 191 SHS PSX | 2016-12-20 | 2016-12-27 | $16,638 | $4,244 | $12,394 | $12,394 |
| 111 SHS PXD | 2016-12-20 | 2016-12-27 | $20,743 | $1,450 | $19,293 | $19,293 |
| 162 SHS PPG | 2016-12-20 | 2016-12-27 | $15,453 | $2,317 | $13,136 | $13,136 |
| 69 SHS PX | 2016-12-20 | 2016-12-27 | $8,189 | $3,681 | $4,508 | $4,508 |
| 344 SHS PFG | 2016-12-20 | 2016-12-27 | $20,244 | $7,274 | $12,970 | $12,970 |
| 44 SHS PSA | 2016-12-20 | 2016-12-27 | $9,590 | $2,186 | $7,404 | $7,404 |
| 542 SHS PHM | 2016-12-20 | 2016-12-27 | $10,325 | $1,970 | $8,355 | $8,355 |
| 51 SHS DGX | 2016-12-20 | 2016-12-27 | $4,706 | $2,245 | $2,461 | $2,461 |
| 1844 SHS RF | 2016-12-20 | 2016-12-27 | $26,866 | $5,571 | $21,295 | $21,295 |
| 142 SHS RSG | 2016-12-20 | 2016-12-27 | $8,165 | $2,465 | $5,700 | $5,700 |
| 486 SHS RAI | 2016-12-20 | 2016-12-27 | $27,094 | $4,557 | $22,537 | $22,537 |
| 50 SHS RHI | 2016-12-20 | 2016-12-27 | $2,462 | $739 | $1,723 | $1,723 |
| 139 SHS COL | 2016-12-20 | 2016-12-27 | $13,124 | $3,904 | $9,220 | $9,220 |
| 244 SHS CRM | 2016-12-20 | 2016-12-27 | $17,058 | $5,119 | $11,939 | $11,939 |
| 64 SHS SCG | 2016-12-20 | 2016-12-27 | $4,756 | $1,786 | $2,970 | $2,970 |
| 333 SHS SLB | 2016-12-20 | 2016-12-27 | $28,537 | $12,911 | $15,626 | $15,626 |
| 140 SHS SRE | 2016-12-20 | 2016-12-27 | $14,434 | $5,337 | $9,097 | $9,097 |
| 24 SHS SHW | 2016-12-20 | 2016-12-27 | $6,406 | $1,472 | $4,934 | $4,934 |
| 116 SHS SPG | 2016-12-20 | 2016-12-27 | $21,260 | $3,455 | $17,805 | $17,805 |
| 74 SHS SNA | 2016-12-20 | 2016-12-27 | $12,919 | $1,540 | $11,379 | $11,379 |
| 149 SHS LUV | 2016-12-20 | 2016-12-27 | $7,565 | $3,401 | $4,164 | $4,164 |
| 184 SHS SE | 2016-12-20 | 2016-12-27 | $7,571 | $2,132 | $5,439 | $5,439 |
| 277 SHS STJ | 2016-12-20 | 2016-12-27 | $21,974 | $9,532 | $12,442 | $12,442 |
| 145 SHS SWK | 2016-12-20 | 2016-12-27 | $17,021 | $2,571 | $14,450 | $14,450 |
| 686 SHS SBUX | 2016-12-20 | 2016-12-27 | $39,465 | $10,618 | $28,847 | $28,847 |
| 165 SHS STT | 2016-12-20 | 2016-12-27 | $13,031 | $3,105 | $9,926 | $9,926 |
| 198 SHS SYK | 2016-12-20 | 2016-12-27 | $23,643 | $9,582 | $14,061 | $14,061 |
| 472 SHS STI | 2016-12-20 | 2016-12-27 | $26,526 | $6,365 | $20,161 | $20,161 |
| 354 SHS SYMC | 2016-12-20 | 2016-12-27 | $8,560 | $4,067 | $4,493 | $4,493 |
| 309 SHS SYY | 2016-12-20 | 2016-12-27 | $17,443 | $6,742 | $10,701 | $10,701 |
| 62 SHS TGT | 2016-12-20 | 2016-12-27 | $4,796 | $1,951 | $2,845 | $2,845 |
| 203 SHS TEL | 2016-12-20 | 2016-12-27 | $14,386 | $1,579 | $12,807 | $12,807 |
| 238 SHS TSO | 2016-12-20 | 2016-12-27 | $21,091 | $3,119 | $17,972 | $17,972 |
| 494 SHS TXN | 2016-12-20 | 2016-12-27 | $36,664 | $7,064 | $29,600 | $29,600 |
| 357 SHS TXT | 2016-12-20 | 2016-12-27 | $17,389 | $1,440 | $15,949 | $15,949 |
| 23 SHS PCLN | 2016-12-20 | 2016-12-27 | $34,456 | $14,693 | $19,763 | $19,763 |
| 236 SHS TMO | 2016-12-20 | 2016-12-27 | $33,450 | $10,758 | $22,692 | $22,692 |
| 362 SHS TWX | 2016-12-20 | 2016-12-27 | $34,592 | $9,344 | $25,248 | $25,248 |
| 356 SHS TJX | 2016-12-20 | 2016-12-27 | $27,547 | $5,200 | $22,347 | $22,347 |
| 49 SHS BLD | 2016-12-20 | 2016-12-27 | $1,790 | $210 | $1,580 | $1,580 |
| 144 SHS TRV | 2016-12-20 | 2016-12-27 | $17,644 | $4,940 | $12,704 | $12,704 |
| 955 SHS FOXA | 2016-12-20 | 2016-12-27 | $26,892 | $4,642 | $22,250 | $22,250 |
| 394 SHS TSN | 2016-12-20 | 2016-12-27 | $24,416 | $3,381 | $21,035 | $21,035 |
| 204 SHS UNP | 2016-12-20 | 2016-12-27 | $21,369 | $3,455 | $17,914 | $17,914 |
| 240 SHS UPS | 2016-12-20 | 2016-12-27 | $28,034 | $9,931 | $18,103 | $18,103 |
| 285 SHS UTX | 2016-12-20 | 2016-12-27 | $31,634 | $12,147 | $19,487 | $19,487 |
| 450 SHS UNH | 2016-12-20 | 2016-12-27 | $72,637 | $17,808 | $54,829 | $54,829 |
| 403 SHS UNM | 2016-12-20 | 2016-12-27 | $17,913 | $4,596 | $13,317 | $13,317 |
| 515 SHS USB | 2016-12-20 | 2016-12-27 | $27,021 | $8,737 | $18,284 | $18,284 |
| 484 SHS VLO | 2016-12-20 | 2016-12-27 | $32,674 | $8,638 | $24,036 | $24,036 |
| 48 SHS VAR | 2016-12-20 | 2016-12-27 | $4,349 | $1,346 | $3,003 | $3,003 |
| 60 SHS VTR | 2016-12-20 | 2016-12-27 | $3,721 | $1,122 | $2,599 | $2,599 |
| 289 SHS VIAB | 2016-12-20 | 2016-12-27 | $9,959 | $4,193 | $5,766 | $5,766 |
| 748 SHS V | 2016-12-20 | 2016-12-27 | $58,717 | $17,757 | $40,960 | $40,960 |
| 475 SHS WBA | 2016-12-20 | 2016-12-27 | $40,954 | $11,972 | $28,982 | $28,982 |
| 46 SHS WPG | 2016-12-20 | 2016-12-27 | $482 | $152 | $330 | $330 |
| 128 SHS WM | 2016-12-20 | 2016-12-27 | $9,101 | $3,528 | $5,573 | $5,573 |
| 26 SHS WAT | 2016-12-20 | 2016-12-27 | $3,556 | $875 | $2,681 | $2,681 |
| 1522 SHS WFC | 2016-12-20 | 2016-12-27 | $85,169 | $35,308 | $49,861 | $49,861 |
| 72 SHS WRK | 2016-12-20 | 2016-12-27 | $3,776 | $587 | $3,189 | $3,189 |
| 94 SHS WHR | 2016-12-20 | 2016-12-27 | $16,771 | $4,406 | $12,365 | $12,365 |
| 208 SHS WFM | 2016-12-20 | 2016-12-27 | $6,735 | $1,072 | $5,663 | $5,663 |
| 243 SHS WYN | 2016-12-20 | 2016-12-27 | $18,835 | $736 | $18,099 | $18,099 |
| 166 SHS XEL | 2016-12-20 | 2016-12-27 | $6,801 | $2,746 | $4,055 | $4,055 |
| 399 SHS XL | 2016-12-20 | 2016-12-27 | $14,874 | $1,197 | $13,677 | $13,677 |
| 776 SHS YHOO | 2016-12-20 | 2016-12-27 | $30,325 | $10,057 | $20,268 | $20,268 |
| 24 SHS ZBH | 2016-12-20 | 2016-12-27 | $2,444 | $872 | $1,572 | $1,572 |
| 282 SHS ZION | 2016-12-20 | 2016-12-27 | $12,388 | $2,181 | $10,207 | $10,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,487,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,559,587 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,211,251 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.419879 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,331,216 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,911,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.487770 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,939,186 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,746,793 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.255096 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,074,182 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,913,929 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.606215 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,514,296 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,225,215 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.052126 | DistributionYr5Rt |
| Total Distribution | 8.821086 | TotalDistributionRt |
| Average Distribution | 1.764217 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,499,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,408,948 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $64,874 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,473,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,826,284 | 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 | $64,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,874 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $70,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,126 | OverpaymentAmt |
| Applied To ES Tax | $5,126 | 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 | FL | 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 | LEWIS STEIN | IndividualWithBooksNm |
| Phone | 8136235400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11540 HIGHWAY 92 EAST | AddressLine1Txt |
| City | SEFFNER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33584 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY SEAMAN | ||||||||
| 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | PRESIDENT, DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE SEAMAN | ||||||||
| 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | SECRETARY, DIRECTOR | 0.50 | $0 | $0 | $0 |
| LEWIS STEIN | ||||||||
| 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | TREASURER, DIRECTOR | 0.50 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,537,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,537,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,537,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,499,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,874 | TotalTaxAmt |
| Distributable Before Adj | $60,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,081 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,826,284 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,826,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $64,874 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,761,410 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,453,035 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,978,487 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,851,872 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,185,686 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,459,929 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,929,009 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,826,284 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,766,203 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,695,212 | 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 | $2,453,035 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,242,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,978,487 | ExcessFromYear4Amt |
| Excess From Year3 | $3,851,872 | ExcessFromYear3Amt |
| Excess From Year2 | $4,185,686 | ExcessFromYear2Amt |
| Excess From Year1 | $4,459,929 | ExcessFromYear1Amt |
| Excess From Current Year | $4,766,203 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEFFREY SEAMAN | ContributingManagerNm |
| Contributing Manager | JULIE SEAMAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LEWIS STEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11540 HIGHWAY 92 EAST | AddressLine1Txt |
| City | SEFFNER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33584 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8136235400 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | N/A | PC | SUPPORT CIVIL AND HUMAN RELATIONS, FIGHTS ANTI-SEMITISM AND ALL FORMS OF BIGOTRY. | $50,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | N/A | PC | TO SUPPORT FUNDING FOR EMORY LAW SCHOOL SCHOLARSHIP FUND. | $1,000 |
| EMORY UNIVERSITY | |||||||
| 1762 CLIFTON ROAD SUITE 1400 | ATLANTA | GA | 30322 | N/A | PC | TO SUPPORT FUNDING FOR EMORY LAW SCHOOL PROFESSORSHIP. | $1,500,000 |
| GEORGIA INNOCENCE PROJECT | |||||||
| 2645 N DECATUR RD | DECATUR | GA | 30033 | N/A | PC | TO SUPPORT THE PREVENTION OF WRONGFUL CONVICTIONS. | $50,000 |
| HARVARD LAW SCHOOL | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385795 | N/A | PC | SUPPORT FOR LEGAL HIGHER EDUCATION. | $150,000 |
| JEWISH FEDERATION OF GREATER ATLANTA | |||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | N/A | PC | IMPROVING AND ENRICHING JEWISH LIFE AROUND THE WORLD | $950,000 |
| ORPHAN DISEASE PATHWAY PROJECT | |||||||
| 162 WEST 56TH STREET SUITE 405 | NEW YORK | NY | 10019 | N/A | PC | SUPPORT DISEASE RESEARCH FOR ORPHANS | $50,000 |
| TAMPA JEWISH COMMUNITY CENTER AND FEDERATION | |||||||
| 13009 COMMUNITY CAMPUS DRIVE | TAMPA | FL | 33625 | N/A | PC | IMPROVING AND ENRICHING JEWISH LIFE AROUND THE WORLD. | $75,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 433 FRANKLIN BUILDING | PHILADELPHIA | PA | 19104 | N/A | PC | NEURAL & BEHAVIORAL SCIENCE BUILDING FUND. | $1,000,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 433 FRANKLIN BUILDING | PHILADELPHIA | PA | 19104 | N/A | PC | FUND PROFESSORSHIP AS PART OF UNIVERSITY INITIATIVE. | $750,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 433 FRANKLIN BUILDING | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT HIGHER EDUCATION. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,826,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,103 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,929 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,929 | 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 |
|---|---|---|---|---|---|---|
| JEFFREY AND JULIE SEAMAN | ||||||
| 1 | 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | $752,314 | Yes (X) |
| JEFFREY AND JULIE SEAMAN | ||||||
| 2 | 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | $5,088,511 | Yes (X) |
| JEFFREY AND JULIE SEAMAN | ||||||
| 3 | 11540 HIGHWAY 92 EAST | SEFFNER | FL | 33584 | $5,097,331 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $752,314 | 2016-12-06 |
| 2 | PUBLICLY TRADED SECURITIES | $5,088,511 | 2016-12-09 |
| 3 | PUBLICLY TRADED SECURITIES | $5,097,331 | 2016-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $435 | Amt |
| Net Investment Income | $218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $217 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $61 | $31 | $30 |
| BANK FEES | $74 | $37 | $37 |
| EXCISE TAX PENALTIES | $1,764 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $196 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $196 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX BASED ON INVESTMENT INCOME | CategoryTxt |
| Amt | $58,801 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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