ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ROY AND RUTH SEIBEL FAM FOUNDATION (EIN 20-6408919)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-18
IRS object ID: 201211709349100251
Schema version: 2011v1.2
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
Accounting Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-18T06:32:55-07:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEMANCHIN & WETTER LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	6245 SHERIDAN DR STE 102	AddressLine1
City	AMHERST	City
State	NY	State
ZIP Code	142214827	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	206408919	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROY AND RUTH SEIBEL FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ROYA	NameControl
Phone	7163320297	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 EAST 89TH STREET APT 15B	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	10128	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SUSAN J SEIBEL	Name
Title	Trustee	Title
Date Signed	2012-06-18	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	BARBARA S ARNOLD CPA	Name
Phone	7166337607	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	464850	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	4731	DividendsRevAndExpnss
Dividends Net Invst Incm	4731	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-3582	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	152507	GrossSalesPrice
Total Revenue And Expenses	1149	TotalRevenueAndExpenses
Total Net Investment Income	4731	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	2330	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1165	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	1165	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	6946	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	6946	OtherProfFeesNetInvstIncm
Other Expenses Rev And Expnss	178	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	39	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	139	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	9454	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	8150	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1304	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	23000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	23000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	32454	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	8150	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	24304	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-31305	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	3717	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	8678	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	8678	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	484769	InvestmentsCorpStockBOY
Investments Corp Stock EOY	456172	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	456172	InvestmentsCorpStockEOYFMV
Total Assets BOY	488486	TotalAssetsBOY
Total Assets EOY	464850	TotalAssetsEOY
Total Assets EOYFMV	464850	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	488486	UnrestrictedBOY
Unrestricted EOY	464850	UnrestrictedEOY
Total Net Assets BOY	488486	TotalNetAssetsBOY
Total Net Assets EOY	464850	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	488486	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	464850	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	488486	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-31305	ExcessOfRevenueOverExpenses
Other Increases	7669	OtherIncreases
Subtotal	464850	Subtotal
Total Net Assets Fund Balances EOY	464850	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	-3582	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	23172	QualifyingDistributionsYear1
Noncharitable Assets Year1	452951	NoncharitableAssetsYear1
Distribution Ratio Year1	0.05116	DistributionRatioYear1
Qualifying Distributions Year2	19113	QualifyingDistributionsYear2
Noncharitable Assets Year2	412603	NoncharitableAssetsYear2
Distribution Ratio Year2	0.04632	DistributionRatioYear2
Qualifying Distributions Year3	24610	QualifyingDistributionsYear3
Noncharitable Assets Year3	501834	NoncharitableAssetsYear3
Distribution Ratio Year3	0.04904	DistributionRatioYear3
Qualifying Distributions Year4	30744	QualifyingDistributionsYear4
Noncharitable Assets Year4	612493	NoncharitableAssetsYear4
Distribution Ratio Year4	0.05020	DistributionRatioYear4
Qualifying Distributions Year5	29605	QualifyingDistributionsYear5
Noncharitable Assets Year5	594659	NoncharitableAssetsYear5
Distribution Ratio Year5	0.04979	DistributionRatioYear5
Total Distribution Ratio	0.24650	TotalDistributionRatio
Average Distribution Ratio	0.04930	AverageDistributionRatio
Net Noncharitable Assets	478790	NetNoncharitableAssets
Adjusted Noncharitable Assets	23604	AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One	23604	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	24304	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Est Tax Payments And Overpayment	147	EstTaxPaymentsAndOverpayment
Total Credits And Payments	147	TotalCreditsAndPayments
Overpayment	147	Overpayment
Amount Credited To Next Year	147	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SUSAN J SEIBEL	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2127223873	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 E 89TH STREET APT 15B	AddressLine1
City	NEW YORK	City
State	NY	State
ZIP Code	101286724	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
ROY E SEIBEL JR
PO BOX 580	DAMARISCOTTA	ME	04543	Trustee	1.00	0
SUSAN J SEIBEL
401 E 89TH STREET	NEW YORK	NY	10128	Trustee	2.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	463114	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	22967	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	486081	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	486081	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	7291	CashDeemedCharitable
Net Noncharitable Assets	478790	NetNoncharitableAssets
Minimum Investment Return	23940	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	23940	MinimumInvestmentReturn
Distributable Amount Before Adj	23940	DistributableAmountBeforeAdj
Distributable Amount Before Ded	23940	DistributableAmountBeforeDed
Distributable Amount As Adjusted	23940	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	24304	ExpensesAndContributions
Qualifying Distributions	24304	QualifyingDistributions
Adj Qualifying Distributions	24304	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	23940	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	50	ExcessDistriCarryoverYear4
Excess Distri Carryover Year1	784	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	834	TotalExcessDistriCarryover
Qualifying Distributions	24304	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	23940	AppliedToCurrentYear
Remaining Distri From Corpus	364	RemainingDistriFromCorpus
Total Corpus	1198	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	1198	ExcessDistriCyovToNextYear
Excess From Year4	50	ExcessFromYear4
Excess From Year1	784	ExcessFromYear1
Excess From Current Year	364	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BUFFALO MUSEUM OF SCIENCE
1020 HUMBOLDT PKWY 1	BUFFALO	NY	14211	NONE	PUBLIC	SCIENCE STUDIOS	$7,500
THE ROCK SCHOOL
1101 SOUTH BROAD STREET	PHILADELPHIA	PA	19147	NONE	PUBLIC	OPERATIONS	$3,000
BUFFALO OLMSTED PARKS CONSERVANCY
84 PARKSIDE AVE	BUFFALO	NY	14214	NONE	PUBLIC	OPERATIONS	$5,000
BUFFALO PHILHARMONIC ORCHESTRA
499 FRANKLIN STREET	BUFFALO	NY	14202	NONE	PUBLIC	PERMANENT ENDOWMENT FUND	$5,000
BUFFALO ZOO
300 PARKSIDE AVE	BUFFALO	NY	14214	NONE	PUBLIC	BEAR NECESSITIES CAMPAIGN	$2,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	23000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$4,731	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$3,582	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$1,149	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1149	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	990-PF	Category
Amount	$2,330	Amount
Net Investment Income	1165	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	1165	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
STATE FILING FEE	100	100
OFFICE EXPENSES	78	39	39

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$7,669	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$6,946	Amount
Net Investment Income	6946	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

ROY AND RUTH SEIBEL FAM FOUNDATION: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Comments