SEIP FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SEIP FAMILY FOUNDATION (EIN 68-0401790)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-23
- IRS object ID
- 201412669349100711
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-23T17:26:26-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 MISSION STREET 18TH FL | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | MYRON SUGARMAN 101 CALIFORNIA 5TH | AddressLine1 |
| Address Line2 | FL | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEXA C SEIP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156932040 | PhoneNum |
| Signature | 2014-08-26 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,715,628 | 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 | $149,955 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $40,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,009,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,300 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,121 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,623 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $298,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,511 | 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 |
| Legal Fees Rev And Expnss | $1,145 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,145 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,218 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $177 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,577 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $302,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,957 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $468 | CashBOYAmt |
| Cash EOY | $693 | CashEOYAmt |
| Cash EOYFMV | $693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $229,736 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $229,736 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $563,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $382,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $728,912 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $528,240 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $513,070 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $509,065 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $86,643 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,315 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $247,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,225,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,194,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,715,628 | 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 | $1,225,508 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,194,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,225,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,225,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,194,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,225,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,957 | ExcessRevenueOverExpensesAmt |
| Other Increases | $759 | OtherIncreasesAmt |
| Subtotal | $1,194,310 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,194,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| ENBRIDGE ENERGY PARTNERS | P | $170 | -$170 | -$170 | ||
| BLACKSTONE GROUP LP | P | $949 | $949 | $949 | ||
| ENTERPRISE PRODUCTS PARTNERS | P | $35 | $35 | $35 | ||
| EVERCORE - SECURITIES | P | $352,644 | $71,905 | $71,905 | $424,549 | |
| EVERCORE - 8,525 SHARES CHARLES SCHWAB CORP | D | $150,714 | $150,714 | $150,714 | ||
| EVERCORE - FIXED INCOME | P | $369,932 | $8,261 | $8,261 | $378,193 | |
| 50,000 SHARES CANADA GOV'T | P | $50,736 | $2,937 | $2,937 | $53,673 | 2013-05-29 |
| EVERCORE - CAPITAL GAIN DISTRIBUTIONS | P | $1,638 | $1,638 | $1,638 | ||
| EVERCORE - SECURITIES LITIGATION PROCEEDS | P | $31 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $276,839 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,788,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.154795 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $303,703 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,815,366 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.167296 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,756 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,846,122 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035077 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $104,855 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,665,707 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062949 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,211 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,950,759 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.016512 | DistributionYr5Rt |
| Total Distribution | 0.436629 | TotalDistributionRt |
| Average Distribution | 0.087326 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,666,986 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $145,571 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,819 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,390 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $305,577 | 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 | $2,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,336 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,836 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,017 | OverpaymentAmt |
| Applied To ES Tax | $3,017 | 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 | 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 | 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 | CALEGARI MORRIS ACCOUNTANTS | IndividualWithBooksNm |
| Phone | 4159550355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 MISSION ST 18TH FL | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALEXA C SEIP | ||||||||
| COOLEY GODWARD 101 CALIFORNIA5TH FL | SAN FRANCISCO | CA | 94111 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TOM D SEIP | ||||||||
| COOLEY GODWARD 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 | $1,305,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $286,123 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,692,372 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,692,372 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,666,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,819 | TotalTaxAmt |
| Distributable Before Adj | $80,530 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,530 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,530 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,577 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,819 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $302,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $17,785 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $215,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,080 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $424,098 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $225,047 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $649,145 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $649,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,785 | ExcessFromYear4Amt |
| Excess From Year2 | $215,233 | ExcessFromYear2Amt |
| Excess From Year1 | $191,080 | ExcessFromYear1Amt |
| Excess From Current Year | $225,047 | 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 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY ART MUSEUM | |||||||
| 106 SOUTH STREET | EASTON | MD | 21601 | N/A | PC | EDUCATION INITIATIVE AND PERMANENT COLLECTION AS PART OF STRATEGIC PLAN. | $14,500 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT STREET | ST MICHAELS | MD | 21663 | N/A | PC | LONG RANGE PLAN FUND AND ANNUAL FUND | $62,500 |
| CHRIST CHURCH EASTON | |||||||
| 111 S HARRISON STREET | EASTON | MD | 21601 | N/A | PC | WELCOME! RENEW! REJOICE! CAPITAL CAMPAIGN | $50,000 |
| DARROW SCHOOL | |||||||
| 110 DARROW ROAD | NEW LEBANON | NY | 12125 | N/A | PC | GROWING GREENER INITIATIVE | $100,000 |
| PICKERING CREEK AUDUBON CENTER | |||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | N/A | PC | ENVIRONMENTAL LITERACY | $10,000 |
| WYE RIVER UPPER SCHOOL | |||||||
| PO BOX 36 | WYE MILLS | MD | 21679 | N/A | PC | CAPITAL CAMPAIGN | $30,000 |
| CMTA - CHARCOT MARIE TOOTH ASSOCIATION | |||||||
| PO BOX 105 | GLENOLDEN | PA | 19036 | N/A | PC | ANNUAL FUND | $5,000 |
| UNITED FUND OF TALBOT COUNTY | |||||||
| 121 N WASHINGTON STREET | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $5,000 |
| NEIGHBORHOOD SERVICE CENTER | |||||||
| 126 PORT STREET | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $15,000 |
| TALBOT COUNTY SENIOR CENTER | |||||||
| 400 BROOKLETTS AVE | EASTON | MD | 21601 | N/A | PC | MEALS ON WHEELS AT BROKLETTS PLACE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY ART MUSEUM | |||||||
| 106 SOUTH STREET | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $100,000 |
| PICKERING CREEK AUDUBON CENTER | |||||||
| 11450 AUDUBON LANE | EASTON | MD | 21601 | N/A | PC | ENVIRONMENTAL LITERACY | $10,000 |
| WYE RIVER UPPER SCHOOL | |||||||
| PO BOX 36 | WYE MILLS | MD | 21679 | N/A | PC | CAPITAL CAMPAIGN | $75,000 |
| US EQUESTRIAN FOUNDATION | |||||||
| PO BOX 355 | GLADSTONE | NJ | 07934 | N/A | PC | ANNUAL FUND | $25,000 |
| ERIE YACHT CLUB FOUNDATION | |||||||
| PO BOX 648 | ERIE | PA | 16512 | N/A | PC | ANNUAL FUND | $50,000 |
| NEIGHBORHOOD SERVICE CENTER | |||||||
| 121 N WASHINGTON STREET | EASTON | MD | 21601 | N/A | PC | ANNUAL FUND | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $275,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,588 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $26,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,586 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ENBRIDGE ENERGY PARTNERS - UBI | 900000 | -$3,803 |
| ENTERPRISE PRODUCT PARTNERS - UBI | 900000 | -$855 |
| BLACKSTONE GROUP LP - UBI | 900000 | $156 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,502 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,797 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,295 | 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 | 7961 BLOOMFIELD ROAD | AddressLine1 |
| City | EASTON | City |
| State | MD | State |
| ZIP Code | 216017513 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $149,955 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 8,525 SHARES CHARLES SCHWAB & CO | NoncashPropertyDesc |
| Fair Market Value | $149,955 | FairMarketValueAmt |
| Received | 2013-03-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,650 | Amt |
| Net Investment Income | $2,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIMCO TOTAL RETURN FUND | $0 | $0 |
| RIDGEWORTH SEIX FLOATING RATE | $50,000 | $51,302 |
| DOUBLELINE TOTAL RETURN BOND FUND | $108,309 | $104,440 |
| OSTERWEIS STRATEGIC INCOME FUND | $150,000 | $148,495 |
| AVENUE CREDIT STRATEGIES FUND | $150,000 | $150,000 |
| PLAINS EXPLORATION & PRODUCTION | $54,761 | $54,828 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 365 SHARES ACE LIMITED | $13,889 | $37,788 |
| 100 SHARES ALLERGAN INC | $9,656 | $11,108 |
| 500 SHARES AMC NETWORKS-A | $34,378 | $34,055 |
| 396 SHARES AMERICA MOVIL | $0 | $0 |
| 528 SHARES AMERISOURCE BERGEN CORP | $7,002 | $37,124 |
| 500 SHARES AMERICAN TOWER CORP CL A (REIT) | $19,608 | $47,892 |
| 50 SHARE APPLE INC | $8,145 | $28,051 |
| 25 SHARES AUTOZONE INC | $11,653 | $11,949 |
| 307 SHARES BAXTER INTERNATIONAL INC | $0 | $0 |
| 550 SHARES BEAM INC | $34,048 | $37,433 |
| 350 SHARES CBRE GROUP INC | $8,669 | $9,205 |
| 150 SHARES CELANESE CORP-A | $8,279 | $8,297 |
| 500 SHARES CENTURYLINK INC | $0 | $0 |
| 300 SHARES CONOCOPHILLIPS | $17,303 | $21,195 |
| 284 SHARES PHILLIPS 66 | $0 | $0 |
| 7,339 SHARES EWM MACRO OPPORTUNITY | $0 | $0 |
| 390 SHARES FREEPORT-MCMORAN COPPER & GOLD INC | $0 | $0 |
| 1,805 SHARES HARBOR INT'L FD-INS | $96,705 | $128,196 |
| 843 SHARES LORILLARD INC | $19,794 | $42,723 |
| 115 SHARES MASTERCARD INC CL A | $19,920 | $96,078 |
| 1,000 SHARES MICROSOFT CORP | $0 | $0 |
| 400 SHARES MONSANTO CO | $0 | $0 |
| 250 SHARES NXP SEMICONDUCTORS | $10,563 | $11,483 |
| 874 SHARES PETROLEO BRASILEIRO SA PETROLBR | $0 | $0 |
| 1,338 SHARES TJX COS INC | $10,520 | $85,271 |
| 279 SHARES UNION PACIFIC CORP | $20,892 | $46,872 |
| 300 SHARES WALMART STORES INC | $0 | $0 |
| 350 SHARES WEYERHAEUSER CO | $10,412 | $11,050 |
| 600 SHARES WILLIAM COS INC | $21,060 | $23,142 |
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 | $9,670 | $50,000 |
| MAP - 1999, L.P. | AT COST | $9,985 | $50,000 |
| ENBRIDGE ENERGY PARTNERS LP | AT COST | $592 | $17,922 |
| ENTERPRISE PRODS PARTNERS | AT COST | $5,196 | $66,300 |
| BLACKSTONE GROUP LP | AT COST | $42,872 | $63,000 |
| CANADIAN GOVERNMENT | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,145 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,145 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY EXPENSE | $7,799 | $7,799 | $0 |
| PARTNERSHIP EXPENSE (NON-DEDUCTIBLE) | $68 | $0 | $0 |
| PARTNERSHIP EXPENSE | $31 | $31 | $0 |
| AMORTIZATION OF BOND PREMIUM | $989 | $989 | $0 |
| BANK SERVICE FEES | $45 | $23 | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MAP 1998-B, L.P. (ROYALTY) | $15,478 | $15,478 | $15,478 |
| MAP 1999-A, L.P. (ROYALTY) | $11,135 | $11,135 | $11,135 |
| ENBRIDGE ENERGY PARTNERS | -$1 | -$1 | -$1 |
| BLACKSTONE GROUP LP | $7 | $7 | $7 |
| BLACKSTONE GROUP LP-OTHER INCOME | $4 | $4 | $4 |
| ENBRIDGE ENERGY PARTNERS - UBI | -$3,803 | -$3,803 | |
| ENTERPRISE PRODUCT PARTNERS - UBI | -$855 | -$855 | |
| BLACKSTONE GROUP LP - UBI | $156 | $156 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AND FMV ON DATE OF SALE | Description |
| Amount | $759 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EVERCORE INVESTMENT FEES | CategoryTxt |
| Amt | $10,218 | Amt |
| Net Investment Income | $10,218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX BOARD | $10 | $0 | $10 |
| FOREIGN TAXES | $177 | $177 | $0 |
| REGISTRY OF CHARITABLE TRUSTS | $75 | $0 | $75 |
| FEDERAL TAXES | $3,000 | $0 | $0 |