SEIFERT FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SEIFERT FAMILY FOUNDATION (EIN 20-1277158)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-13
IRS object ID
202601039349101205
Schema version
2025v4.1
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)
Return2026-04-13T10:42:52-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061355927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREGORY AND ADAMS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201277158EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SEIFERT FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEIFBusinessNameControlTxt
Phone2037629000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD RDAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLINDA D SEIFERTPersonNm
Person TitleCHAIRPersonTitleTxt
Phone2037629000PhoneNum
Signature2026-04-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ VANCE HANCOCKPreparerPersonNm
PTINP01884248PTIN
Phone2037629000PhoneNum
Preparation2026-04-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,338,937FMVAssetsEOYAmt
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$5,886DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,886DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$63,512NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$304,391GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,512CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$69,398TotalRevAndExpnssAmt
Total Net Invst Incm$69,398TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$4,342OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$47TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$121,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$121,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,419TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$56,021ExcessRevenueOverExpensesAmt
Net Investment Income$69,398NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,968CashBOYAmt
Cash EOY$6,857CashEOYAmt
Cash EOYFMV$669,468CashEOYFMVAmt
Other Investments BOY$430,351OtherInvestmentsBOYAmt
Other Investments EOY$400,441OtherInvestmentsEOYAmt
Other Investments EOYFMV$669,469OtherInvestmentsEOYFMVAmt
Total Assets BOY$463,319TotalAssetsBOYAmt
Total Assets EOY$407,298TotalAssetsEOYAmt
Total Assets EOYFMV$1,338,937TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$463,319NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$407,298NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$463,319TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$407,298TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$463,319TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$407,298TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$463,319TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$56,021ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$407,298SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$407,298TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (103 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
10 SHS. BROADCOM, INC.P2023-08-222025-01-02$2,311$855$1,456$1,456
10 SHS. ADOBE, INC.P2024-06-182025-01-03$4,279$5,253-$974-$974
15 SHS. ADOBE, INC.P2024-07-012025-01-03$6,419$8,317-$1,898-$1,898
5 SHS. ADOBE, INC.P2024-08-082025-01-03$2,140$2,646-$506-$506
105 SHS. TREX CO., INC.P2023-04-202025-04-04$5,763$5,664$99$99
65 SHS. VERTIV HOLDINGS CO.P2024-11-072025-04-04$3,731$8,028-$4,297-$4,297
30 SHS. ALPHABET, INC. CLASS CP2023-08-302025-05-14$4,848$4,090$758$758
145 SHS. NOVO-NORDISK A/S ADRP2022-01-072025-05-16$9,165$7,350$1,815$1,815
85 SHS. AMPHENOL CORP.P2007-06-272025-06-30$7,784$373$7,411$7,411
12 SHS. THERMO FISHER SCIENTIFIC, INC.P2018-06-182025-06-30$4,913$2,560$2,353$2,353
5 SHS. THERMO FISHER SCIENTIFIC, INC.P2024-01-042025-06-30$2,047$2,680-$633-$633
3 SHS. THERMO FISHER SCIENTIFIC, INC.P2024-05-202025-06-30$1,228$1,792-$564-$564
5 SHS. SALESFORCE, INC.P2022-07-282025-07-01$1,360$904$456$456
2 SHS. SALESFORCE, INC.P2023-01-272025-07-01$544$332$212$212
15 SHS. PROLOGIS, INC.P2024-01-042025-07-09$1,586$1,952-$366-$366
20 SHS. PROLOGIS, INC.P2024-05-172025-07-09$2,115$2,232-$117-$117
50 SHS. FISERV, INC.P2023-12-122025-07-23$6,513$6,703-$190-$190
5 SHS. VISA, INC.P2017-04-182025-08-07$1,677$448$1,229$1,229
20 SHS. INTERCONTINENTAL EXCHANGE, INC.P2024-03-262025-08-07$3,758$2,755$1,003$1,003
65 SHS. CHURCH & DWIGHT, INC.P2025-04-112025-08-19$6,088$6,807-$719-$719
26 SHS. SALESFORCE, INC.P2023-01-272025-08-26$6,339$4,321$2,018$2,018
110 SHS. RYAN SPECIALITY HOLDINGS, INC.P2024-11-122025-08-27$6,341$7,889-$1,548-$1,548
60 SHS. RYAN SPECIALITY HOLDINGS, INC.P2025-01-142025-08-27$3,459$3,970-$511-$511
5 SHS. ANALOG DEVICES, INC.P2024-01-042025-09-12$1,231$923$308$308
15 SHS. AMAZON.COM, INC.P2017-06-132025-09-12$3,424$734$2,690$2,690
5 SHS. ASTRAZENECA PLC SPONSORED ADRP2022-05-052025-09-12$397$325$72$72
55 SHS. ASTRAZENECA PLC SPONSORED ADRP2022-05-242025-09-12$4,368$3,661$707$707
10 SHS. BOSTON SCIENTIFIC CORP.P2022-07-292025-09-12$1,027$412$615$615
2 SHS. COSTCO WHOLESALE CORP.P2023-11-172025-09-12$1,926$1,153$773$773
5 SHS. CINTAS CORP.P2017-02-102025-09-12$1,011$146$865$865
5 SHS. DANAHER CORP.P2024-01-042025-09-12$947$1,156-$209-$209
5 SHS. EATON CORP.P2020-11-062025-09-12$1,828$552$1,276$1,276
2 SHS. INTUIT, INC.P2015-07-202025-09-12$1,296$214$1,082$1,082
5 SHS. INTUITIVE SURGICAL, INC.P2024-06-132025-09-12$2,251$2,125$126$126
5 SHS. JPMORGAN CHASE & CO.P2022-11-012025-09-12$1,531$640$891$891
5 SHS. ELI LILLY & CO.P2022-01-072025-09-12$3,784$1,287$2,497$2,497
5 SHS. S&P GLOBAL, INC.P2023-07-182025-09-12$2,719$2,102$617$617
3 SHS. M&T BANK CORP.P2024-01-052025-09-12$597$415$182$182
4 SHS. NETFLIX, INC.P2024-05-172025-09-12$4,744$2,486$2,258$2,258
35 SHS. NVIDIA CORP.P2019-11-052025-09-12$6,221$185$6,036$6,036
5 SHS. REINSURRANCE GROUP OF AMERICAP2022-10-132025-09-12$975$679$296$296
5 SHS. ROCKWELL AUTOMATION CORP.P2020-04-292025-09-12$1,730$994$736$736
5 SHS. VISA INC.P2017-04-182025-09-12$1,698$448$1,250$1,250
5 SHS. INTERCONTINENTAL EXCHANGE, INC.P2024-03-262025-09-12$866$689$177$177
10 SHS. PALO ALTO NETWORKS, INC.P2021-05-202025-09-12$1,976$571$1,405$1,405
10 SHS. WORKDAY, INC.P2024-08-282025-09-12$2,237$2,600-$363-$363
2 SHS. SERVICENOWP2023-01-262025-09-12$1,863$906$957$957
5 SHS. OLD DOMINION FREIGHT LINEP2022-07-222025-09-12$727$705$22$22
5 SHS. ALPHABET, INC. CLASS CP2023-08-302025-09-12$1,208$682$526$526
15 SHS. ALPHABET, INC. CLASS CP2023-09-192025-09-12$3,623$2,085$1,538$1,538
5 SHS. HEICO CORP. CLASS AP2020-09-302025-09-12$1,261$446$815$815
10 SHS. HEICO CORP. CLASS AP2020-10-012025-09-12$2,523$898$1,625$1,625
10 SHS. BROADCOM, INC.P2023-08-222025-09-12$3,624$855$2,769$2,769
15 SHS. BROADCOM, INC.P2023-09-282025-09-12$5,436$1,249$4,187$4,187
10 SHS. SHELL PLC ADRP2022-03-102025-09-12$714$515$199$199
25 SHS. WORKDAY, INC.P2024-08-282025-09-19$5,805$6,500-$695-$695
50 SHS. WORKDAY, INC.P2025-01-292025-09-19$11,609$13,340-$1,731-$1,731
20 SHS. LPL FINANCIAL HOLDINGS, INC.P2025-05-142025-09-24$6,702$7,721-$1,019-$1,019
12 SHS. SALESFORCE, INC.P2023-01-272025-09-25$2,879$1,994$885$885
15 SHS. SALESFORCE, INC.P2023-06-022025-09-25$3,599$3,179$420$420
5 SHS. SALESFORCE, INC.P2025-01-032025-09-25$1,200$1,660-$460-$460
25 SHS. DANAHER CORP.P2024-01-042025-09-25$4,508$5,781-$1,273-$1,273
15 SHS. DANAHER CORP.P2024-05-202025-09-25$2,705$4,013-$1,308-$1,308
5 SHS. AMAZON.COM, INC.P2017-06-132025-10-08$1,129$245$884$884
20 SHS. AMPHENOL CORP. CLASS AP2007-06-272025-10-08$2,512$88$2,424$2,424
1 SHS. COSTCO WHOLESALE CORP.P2023-11-172025-10-08$913$576$337$337
2 SHS. EQUINIX, INC.P2024-07-112025-10-08$1,616$1,595$21$21
2 SHS. EATON CORP.P2021-03-052025-10-08$757$272$485$485
2 SHS. NETFLIX, INC.P2024-05-172025-10-08$2,426$1,243$1,183$1,183
20 SHS. NVIDIA CORP.P2019-11-052025-10-08$3,765$105$3,660$3,660
15 SHS. PALO ALTO NETWORKS, INC.P2021-05-202025-10-08$3,243$857$2,386$2,386
5 SHS. ALPHABET, INC. CLASS CP2023-09-192025-10-08$1,230$695$535$535
5 SHS. STEEL DYNAMICS, INC.P2023-02-072025-10-08$732$615$117$117
5 SHS. HEICO CORP. CLASS AP2021-03-052025-10-08$1,257$568$689$689
1 SHS. LINDE PLCP2021-08-122025-10-08$469$306$163$163
32 SHS. PROGRESSIVE CORP.P2025-07-102025-10-16$7,097$7,935-$838-$838
15 SHS. AMAZON.COM, INC.P2017-06-132025-10-29$3,439$734$2,705$2,705
10 SHS. AMPHENOL CORP. CLASS AP2007-06-272025-10-29$1,411$44$1,367$1,367
5 SHS. BOSTON SCIENTIFIC CORP.P2022-07-292025-10-29$504$206$298$298
14 SHS. BOSTON SCIENTIFIC CORP.P2022-10-262025-10-29$1,410$596$814$814
1 SHS. EQUINIX, INC.P2024-07-112025-10-29$801$798$3$3
4 SHS. INTUITIVE SURGICAL, INC.P2024-06-132025-10-29$2,148$1,700$448$448
5 SHS. JPMORGAN CHASE & CO.P2022-11-012025-10-29$1,529$640$889$889
3 SHS. JPMORGAN CHASE & CO.P2022-11-072025-10-29$917$395$522$522
3 SHS. ELI LILLY & CO.P2022-01-072025-10-29$2,451$772$1,679$1,679
25 SHS. ALLIANT ENERGY CORP.P2024-05-142025-10-29$1,699$1,285$414$414
10 SHS. NVIDIA CORP.P2019-11-052025-10-29$2,064$53$2,011$2,011
1 SHS. SHERWIN WILLIAMS CORP.P2020-04-162025-10-29$348$162$186$186
10 SHS. STEEL DYNAMICS, INC.P2023-02-072025-10-29$1,633$1,230$403$403
1 SHS. LINDE PLCP2021-08-122025-10-29$434$306$128$128
100 SHS. CHIPOTLE MEXICAN GRILL, INC.P2023-02-082025-10-30$3,372$3,263$109$109
100 SHS. CHIPOTLE MEXICAN GRILL, INC.P2023-02-242025-10-30$3,372$3,004$368$368
17 SHS. BOEING CO.P2025-07-112025-11-05$3,336$3,870-$534-$534
18 SHS. BOEING CO.P2025-08-052025-11-05$3,533$4,056-$523-$523
15 SHS. OLD DOMINION FREIGHT LINEP2022-07-222025-11-05$2,136$2,116$20$20
50 SHS. OLD DOMINION FREIGHT LINEP2022-10-132025-11-05$7,120$6,809$311$311
25 SHS. OLD DOMINION FREIGHT LINEP2025-07-012025-11-05$3,560$4,282-$722-$722
15 SHS. HUBSPOT, INC.P2025-07-012025-11-06$5,872$8,249-$2,377-$2,377
18 SHS. HUBSPOT, INC.P2025-08-262025-11-06$7,046$8,243-$1,197-$1,197
5 SHS. HEICO CORP. CLASS AP2021-03-052025-12-08$1,229$568$661$661
7 SHS. EQUINIX, INC.P2024-07-112005-12-11$5,278$5,583-$305-$305
2 SHS. EQUINIX, INC.P2024-08-092005-12-11$1,508$1,648-$140-$140
50 SHS. AMPHENOL CORP. CLASS AP2007-06-272025-09-12$5,917$220$5,697$5,697
FieldValueIRS element (for citing)
Capital Gain Net Income$63,512CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$965InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$965SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$965TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$50EsPenaltyAmt
Tax Due$1,015TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGREGORY AND ADAMS PCIndividualWithBooksNm
Phone2037629000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 OLD RIDGEFIELD ROADAddressLine1Txt
CityWILTONCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06897ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LINDA SEIFERT
12108 LAKEWOOD COURTFT MEYERSFL33908CHAIR0.00$0$0$0
CHRISTOPHER SEIFERT
108 WHITCOMB AVENUEJAMAICA PLAINMA02130BOARD MEMBER0.00$0$0$0
JEFFREY SEIFERT
PO BOX 550GEORGES MILLSNH03751BOARD MEMBER0.00$0$0$0
TIMOTHY SEIFERT
12 KUBLER COURTCRESTED BUTTECO81244BOARD MEMBER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$715,560AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,999AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$729,559TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$729,559AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,943CashDeemedCharitableAmt
Net Vl Noncharitable Assets$718,616NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$965TaxBasedOnInvestmentIncomeAmt
Total Tax$965TotalTaxAmt
Distributable Before Adj$34,966DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,966DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,966DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$121,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,966DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$11,528ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$66,195ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$72,418ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$81,372ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,945ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$286,458TotalExcessDistributionCyovAmt
Qualifying Distributions$121,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,966AppliedToCurrentYearAmt
Remaining Distri From Corpus$86,034RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$372,492TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$11,528ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$360,964ExcessDistriCyovToNextYrAmt
Excess From Year4$66,195ExcessFromYear4Amt
Excess From Year3$72,418ExcessFromYear3Amt
Excess From Year2$81,372ExcessFromYear2Amt
Excess From Year1$54,945ExcessFromYear1Amt
Excess From Current Year$86,034ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICARES
89 HAMILTON AVENUESTAMFORDCT06902PUBLIC CHARITYPCGENERAL SUPPORT$10,000
BROOKLINE HIGH SCHOOL INNOVATION FUND
115 GREENOUGH STREETBROOKLINEMA02445PUBLIC CHARITYPCGENERAL SUPPORT$1,000
COMMUNITY HOUSING & RESOURCES
2340 PERIWINKLE WAYSANIBELFL33957PUBLIC CHARITYPCGENERAL SUPPORT$25,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREETNEW YORKNY100061705PUBLIC CHARITYPCGENERAL SUPPORT$10,000
FAMILIES IN TRANSITION
122 MARKET STREETMANCHESTERNH03101PUBLIC CHARITYPCGENERAL SUPPORT$1,000
FRIENDS OF BOSTON'S HOMELESS
12 WISE STREETJAMAICA PLAINMA02130PUBLIC CHARITYPCGENERAL SUPPORT$1,000
GUNNISON VALLEY MENTORS
101 N 8TH STREETGUNNISONCO81230PUBLIC CHARITYPCGENERAL SUPPORT$5,000
HERMAN ANDERSON SUNRISE HOSPICE
997 HIGHWAY 90CONWAYSC29526PUBLIC CHARITYPCGENERAL SUPPORT$5,000
SHELL POINT EMPLOYEE SCHOLARSHIP FUND
1510 SHELL PONIT BOULEVARDFORT MYERSFL33908PUBLIC CHARITYPCGENERAL SUPPORT$10,000
LIVING JOURNEYS
300 BELLVIEW AVENUECRESTED BUTTECO81224PUBLIC CHARITYPCGENERAL SUPPORT$5,000
MEDICAL MISSIONS SISTERS
8400 PINE ROADPHILADELPHIAPA19111PUBLIC CHARITYPCGENERAL SUPPORT$1,000
MENTAL HEALTH CENTER OF GREATER NEW HAMPSHIRE
401 CYPRESS STREETMANCHESTERNH03103PUBLIC CHARITYPCGENERAL SUPPORT$1,000
MOORE CENTER SERVICES
195 MCGREGORY STREET SUITE 400MANCHESTERNH03102PUBLIC CHARITYPCGENERAL SUPPORT$1,000
NAMI NEW HAMPSHIRE
85 STATE STREETCONCORDNH03301PUBLIC CHARITYPCGENERAL SUPPORT$2,000
NEW HAMPSHIRE MUSCOLOSKELETAL INSTITUTE
35 KOSCIUSZKO STREETMANCHESTERNH03101PUBLIC CHARITYPCGENERAL SUPPORT$2,000
PROJECT HOPE
PO BOX 1812GUNNISONCO81230PUBLIC CHARITYPCGENERAL SUPPORT$5,000
HUMAN OUTREACH PROJECT
7404 SOUTH UNION PARK AVENUEMIDDLEUT84047PUBLIC CHARITYPCGENERAL SUPPORT$10,000
ST JUDE'S CHILDREN'S RESEARCH
226 DANNY THOMAS PLACEMEMPHISTN38105PUBLIC CHARITYPCGENERAL SUPPORT$1,000
WAYPONT NEW HAMPSHIRE
464 CHESTNUT STREETMANCHESTERNH03105PUBLIC CHARITYPCGENERAL SUPPORT$2,000
WORLD CENTRAL KITCHEN DONOR SERVICES
PO BOX 96538WASHINGTONDC20090PUBLIC CHARITYPCGENERAL SUPPORT$1,000
SAINT MICHAEL & ALL ANGELS EPISCOPAL CHURCH
2304 PERIWINKLE WAYSANIBELFL33957PUBLIC CHARITYPCGENERAL SUPPORT$10,000
BREAKTHROUGH T1D
PO BOX 5021HAGERSTOWNMD21741PUBLIC CHARITYPCGENERAL SUPPORT$10,000
GREATER BOSTON FOOD BANK
70 SOUTH BAY AVENUEBOSTONMA02118PUBLIC CHARITYPCGENERAL SUPPORT$1,000
MEALS ON WHEELS OF HILLSBOROUGH COUNTY
46 MILFORD STREETMANCHESTERNH03102PUBLIC CHARITYPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$121,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,886ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$63,512ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$69,398ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$69,398TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4ALL EARNINGS FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS
8ALL CAPITAL GAINS AND LOSSES FROM ASSETS HELD BY THE FOUNDATION ARE USED TO PAY GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPERSHING ADVISOR SOLUTIONS, ACCOUNT #N7H-716094CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$400,441BookValueAmt
EOYFMV$669,469EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEE$6$0$0
PAPER FILING FEE$24$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Category19/19 INVESTMENT COUNSEL, INVESTMENT MANAGEMENT FEESCategoryTxt
Amt$4,342Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$47Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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