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ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ROY AND RUTH SEIBEL FAM FOUNDATION (EIN 20-6408919)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-22
IRS object ID
201741429349100314
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-22T10:08:34-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEMANCHIN & WETTER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16245 SHERIDAN DR STE 102AddressLine1Txt
CityAMHERSTCityNm
State AbbreviationNYStateAbbreviationCd
ZIP142214827ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206408919EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROY AND RUTH SEIBEL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROYABusinessNameControlTxt
Phone7163320297PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 EAST 89TH STREET APT 15BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN J SEIBELPersonNm
Person TitleTrusteePersonTitleTxt
Signature2017-05-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA S ARNOLD CPAPreparerPersonNm
PTINP00943465PTIN
Phone7166337607PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$716,454FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,516DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,516DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$54,768NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$218,610GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$54,768CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,284TotalRevAndExpnssAmt
Total Net Invst Incm$62,284TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,385AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,193AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,192AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,622OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,622OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$145OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$145OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,162TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,815TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,337TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,162TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,815TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$37,337TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,122ExcessRevenueOverExpensesAmt
Net Investment Income$50,469NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,926SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,971SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,971SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$714,112CorporateStockBOYAmt
Corporate Stock EOY$710,483CorporateStockEOYAmt
Corporate Stock EOYFMV$710,483CorporateStockEOYFMVAmt
Total Assets BOY$721,038TotalAssetsBOYAmt
Total Assets EOY$716,454TotalAssetsEOYAmt
Total Assets EOYFMV$716,454TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$721,038UnrestrictedBOYAmt
Unrestricted EOY$716,454UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$721,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$716,454TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$721,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$716,454TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$721,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,122ExcessRevenueOverExpensesAmt
Subtotal$734,160SubtotalAmt
Other Decreases$17,706OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$716,454TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM COVEREDP2016-01-012016-12-31$19,771$18,688$1,083$1,083
LONG TERM COVEREDP2000-01-012016-12-31$115,842$108,253$7,589$7,589
169 AMPHENOL CORPP2000-01-012016-09-20$10,868$2,833$8,035$8,035
42 ANSYS INCP2009-10-222016-05-31$3,734$1,752$1,982$1,982
6 ANSYS INCP2009-10-222016-06-01$513$250$263$263
3 ANSYS INCP2000-01-012016-06-09$259$126$133$133
20 ANSYS INCP2009-10-282016-06-20$1,775$847$928$928
79 ANSYS INCP2000-01-012016-12-02$7,384$3,250$4,134$4,134
190 RALPH LAURENP2000-01-012016-02-12$16,372$9,866$6,506$6,506
237 CHARLES SCHWAB CORPP2000-01-012016-12-01$9,237$4,459$4,778$4,778
31 YUM BRANDSP2009-08-042016-09-07$2,794$1,123$1,671$1,671
44 YUM BRANDSP2009-08-042016-09-08$3,916$1,594$2,322$2,322
69 YUM BRANDSP2009-08-062016-09-09$6,064$2,487$3,577$3,577
81 YUM BRANDSP2009-08-062016-10-21$7,024$2,920$4,104$4,104
19 YUM BRANDSP2009-08-072016-07-14$1,696$692$1,004$1,004
6 YUM BRANDSP2009-08-072016-09-07$541$218$323$323
125 YUM BRANDSP2009-08-212016-10-21$10,820$4,484$6,336$6,336
FieldValueIRS element (for citing)
Capital Gain Net Income$54,768CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,083NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,639AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$747,918NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04364DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,837AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$706,123NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04226DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,395AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$620,524NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03931DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,202AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$514,838NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.00234DistributionYr4Rt
Adjusted Qlfy Distri Yr5$24,304AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$478,790NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05076DistributionYr5Rt
Total Distribution0.178305TotalDistributionRt
Average Distribution0.035661AverageDistributionRt
Net Vl Noncharitable Assets$696,792NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,848AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$505NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,353AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$37,337QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$505InvestmentIncomeExciseTaxAmt
Subtotal$505SubtotalAmt
Tax Based On Investment Income$505TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$361EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$144AppliedToEsTaxAmt
Total Payments And Credits$505TotalPaymentsAndCreditsAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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 Line1SUSAN J SEIBELBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127223873PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 E 89TH STREET APT 15BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101286724ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SUSAN J SEIBEL
401 E 89TH STREETNEW YORKNY10128Trustee2.00$0
ROY E SEIBEL JR
PO BOX 580DAMARISCOTTAME04543Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$685,682AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,721AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$707,403TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$707,403AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,611CashDeemedCharitableAmt
Net Vl Noncharitable Assets$696,792NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,840MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,840MinimumInvestmentReturnAmt
Tax Based On Investment Income$505TaxBasedOnInvestmentIncomeAmt
Total Tax$505TotalTaxAmt
Distributable Before Adj$34,335DistributableBeforeAdjAmt
Distributable Before Ded$34,335DistributableBeforeDedAmt
Distributable As Adjusted$34,335DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$37,337ExpensesAndContributionsAmt
Qualifying Distributions$37,337QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$505PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$36,832AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,335DistributableAsAdjustedAmt
Undistributed Income PY$36,619UndistributedIncomePYAmt
Qualifying Distributions$37,337QualifyingDistributionsAmt
Applied To Year1$36,619AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$718AppliedToCurrentYearAmt
Undistributed Income CY$33,617UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUFFALO OLMSTED PARKS CONSERVANCY
84 PARKSIDE AVEBUFFALONY14214NONEPCOPERATIONS$5,000
BUFFALO & ERIE COUNTY BOTANICAL GARDENS
2655 SOUTH PARK AVENUEBUFFALONY14218NONEPCOPERATIONS$5,000
FOREST LAWN HERITAGE FOUNDATION
1411 DELAWARE AVENUEBUFFALONY14209NONEPCOPERATIONS$1,000
UNIVERSITY AT BUFFALO FOUNDATION IN
PO BOX 900BUFFALONY14226NONEPCEDUCATIONAL$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,516ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$54,768ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$62,284ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,284TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATIONCategoryTxt
Amt$2,385Amt
Net Investment Income$1,193NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,192DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$17,706Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PUBLIC NOTICE$45$45
STATE FILING FEE$100$100

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,622Amt
Net Investment Income$10,622NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$10Amt

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