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ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ROY AND RUTH SEIBEL FAM FOUNDATION (EIN 20-6408919)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-03
IRS object ID
201511549349100201
Schema version
2014v5.0
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)
Return2015-06-03T06:03:16-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-06-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARBARA S ARNOLD CPAPreparerPersonNm
PTINP00943465PTIN
Phone7166337607PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$756,056FMVAssetsEOYAmt
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$6,780DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,780DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,516NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$229,840GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,516CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$82,296TotalRevAndExpnssAmt
Total Net Invst Incm$82,296TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,790AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,395AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,395AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,579OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,579OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,296TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$145OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$145OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,810TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,974TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,540TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$29,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$29,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,810TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,974TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,540TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,486ExcessRevenueOverExpensesAmt
Net Investment Income$70,322NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,788SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,420SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,420SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$692,820CorporateStockBOYAmt
Corporate Stock EOY$748,636CorporateStockEOYAmt
Corporate Stock EOYFMV$748,636CorporateStockEOYFMVAmt
Total Assets BOY$697,608TotalAssetsBOYAmt
Total Assets EOY$756,056TotalAssetsEOYAmt
Total Assets EOYFMV$756,056TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$697,608UnrestrictedBOYAmt
Unrestricted EOY$756,056UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$697,608TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$756,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$697,608TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$756,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$697,608TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,486ExcessRevenueOverExpensesAmt
Other Increases$19,962OtherIncreasesAmt
Subtotal$756,056SubtotalAmt
Tot Net Ast Or Fund Balances EOY$756,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$75,516CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$15,373NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,395AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$620,524NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03931DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,202AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$514,838NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00234DistributionYr2Rt
Adjusted Qlfy Distri Yr3$24,304AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$478,790NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05076DistributionYr3Rt
Adjusted Qlfy Distri Yr4$23,172AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$452,951NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05116DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,113AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$412,603NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04632DistributionYr5Rt
Total Distribution0.18989TotalDistributionRt
Average Distribution0.03798AverageDistributionRt
Net Vl Noncharitable Assets$706,123NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,817AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$703NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,520AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,540QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$703InvestmentIncomeExciseTaxAmt
Subtotal$703SubtotalAmt
Tax Based On Investment Income$703TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,000TotalPaymentsAndCreditsAmt
Overpayment$297OverpaymentAmt
Applied To ES Tax$297AppliedToESTaxAmt

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$702,475AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,401AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$716,876TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$716,876AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,753CashDeemedCharitableAmt
Net Vl Noncharitable Assets$706,123NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,306MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,306MinimumInvestmentReturnAmt
Tax Based On Investment Income$703TaxBasedOnInvestmentIncomeAmt
Total Tax$703TotalTaxAmt
Distributable Before Adj$34,603DistributableBeforeAdjAmt
Distributable Before Ded$34,603DistributableBeforeDedAmt
Distributable As Adjusted$34,603DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,540ExpensesAndContributionsAmt
Qualifying Distributions$30,540QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$703PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,837AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,603DistributableAsAdjustedAmt
Undistributed Income PY$28,505UndistributedIncomePYAmt
Qualifying Distributions$30,540QualifyingDistributionsAmt
Applied To Year1$28,505AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,035AppliedToCurrentYearAmt
Undistributed Income CY$32,568UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUFFALO OLMSTED PARKS CONSERVANCY
84 PARKSIDE AVEBUFFALONY14214NONEPCOPERATIONS$7,500
BUFFALO & ERIE COUNTY BOTANICAL GARDENS
2655 SOUTH PARK AVENUEBUFFALONY14218NONEPCOPERATIONS$5,000
THE BUFFALO HISTORY MUSEUM
ONE MUSEUM COURTBUFFALONY14216NONEPCOPERATIONS$5,000
WNED CLASSICAL 945
PO BOX 1263BUFFALONY14240NONEPCOPERATIONS$2,500
FOREST LAWN HERITAGE FOUNDATION
1411 DELAWARE AVENUEBUFFALONY14209NONEPCOPERATIONS$1,500
BUFFALO PHILHARMONIC ORCHESTRA
499 FRANKLIN STREETBUFFALONY14202NONEPCOPERATIONS$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,780ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$75,516ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$82,296ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$82,296TotalIncomeProducingActyAmt

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$2,790Amt
Net Investment Income$1,395NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,395DisbursementsCharitablePrpsAmt

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 Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$19,962Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,579Amt
Net Investment Income$10,579NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$1,296Amt

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