DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC (EIN 65-0781900)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349101329
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T06:36:17-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640433645 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ellis & Hirsberg CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 400 | AddressLine1Txt |
| City | Clarksdale | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650781900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dan Seligman Family Charitable | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANS | BusinessNameControlTxt |
| Phone | 4079205700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Woldunn Circle | AddressLine1Txt |
| City | Lake Mary | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32746 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arlene Seligman | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Arlene | PersonFirstNm |
| Person Last | Seligman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ricky Churchwell | PreparerPersonNm |
| PTIN | P00114081 | PTIN |
| Phone | 6626244332 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $634,240 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $865 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $865 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $301,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,144 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $7,188 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $119,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,216 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $7,188 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,522 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $228 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,188 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,469 | CashBOYAmt |
| Cash EOY | $156,425 | CashEOYAmt |
| Cash EOYFMV | $156,425 | CashEOYFMVAmt |
| Acct Rcvbl | $16,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $16,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $16,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $465,731 | CorporateStockBOYAmt |
| Corporate Stock EOY | $433,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $461,815 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $510,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $606,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $634,240 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $41,010 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $41,010 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $469,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $565,155 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $510,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $606,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $510,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $606,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $510,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,966 | ExcessRevenueOverExpensesAmt |
| Subtotal | $606,166 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $606,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 72 SHARES US ECOLOGY INCORPORATED | P | 2021-09-15 | 2022-02-18 | $3,385 | $2,513 | $872 | $872 |
| 47 SHARES US ECOLOGY INCORPORATED | P | 2021-09-16 | 2022-02-18 | $2,210 | $1,605 | $605 | $605 |
| 52 SHARES US ECOLOGY INCORPORATED | P | 2021-09-16 | 2022-02-18 | $2,445 | $1,801 | $644 | $644 |
| 42 SHARES US ECOLOGY INCORPORATED | P | 2021-09-20 | 2022-02-18 | $1,975 | $1,410 | $565 | $565 |
| 418 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2022-03-01 | 2022-10-12 | $11,704 | $7,202 | $4,502 | $4,502 |
| 163.545 SHARES BELLRING BRANDS INCORPORATED | P | 2016-11-22 | 2022-03-17 | $3,945 | $3,060 | $885 | $885 |
| 2.536 SHARES BELLRING BRANDS INCORPORATED | P | 2017-12-21 | 2022-03-17 | $61 | $49 | $12 | $12 |
| 70.920 SHARES BELLRING BRANDS INCORPORATED | P | 2020-03-20 | 2022-03-17 | $1,711 | $1,329 | $382 | $382 |
| FRAC SHARE BELLRING BRANDS INCORPORATED | P | 2020-03-20 | 2022-03-23 | $2 | $1 | $1 | $1 |
| 184 SHARES BROWN & BROWN INC | P | 2016-11-22 | 2022-01-10 | $12,348 | $3,914 | $8,434 | $8,434 |
| 87 SHARES BELLRING BRANDS INCORPORATED | P | 2016-11-22 | 2022-03-09 | $5,530 | $1,850 | $3,680 | $3,680 |
| 71 SHARES CDK GLOBAL INCORPORATED | P | 2018-11-12 | 2022-07-07 | $3,896 | $3,579 | $317 | $317 |
| 12 SHARES CDK GLOBAL INCORPORATED | P | 2019-05-23 | 2022-07-07 | $658 | $600 | $58 | $58 |
| 117 SHARES CDK GLOBAL INCORPORATED | P | 2019-08-15 | 2022-07-07 | $6,420 | $5,131 | $1,289 | $1,289 |
| 92 SHARES CDK GLOBAL INCORPORATED | P | 2019-08-28 | 2022-07-07 | $5,048 | $3,970 | $1,078 | $1,078 |
| 316 SHARES CDK GLOBAL INCORPORATED | P | 2020-03-19 | 2022-07-07 | $17,339 | $10,217 | $7,122 | $7,122 |
| 138 SHARES CDK GLOBAL INCORPORATED | P | 2020-04-30 | 2022-07-07 | $7,572 | $4,165 | $3,407 | $3,407 |
| 32 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2019-09-25 | 2022-10-04 | $824 | $417 | $407 | $407 |
| 310 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2020-02-18 | 2022-10-04 | $7,983 | $4,940 | $3,043 | $3,043 |
| 26 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2020-02-19 | 2022-10-04 | $670 | $414 | $256 | $256 |
| 292 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2020-03-06 | 2022-10-04 | $7,519 | $3,860 | $3,659 | $3,659 |
| 251 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2020-03-11 | 2022-10-04 | $6,463 | $3,046 | $3,417 | $3,417 |
| 1257 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2020-03-17 | 2022-10-04 | $32,368 | $9,876 | $22,492 | $22,492 |
| 120 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2020-07-24 | 2022-10-04 | $3,090 | $1,375 | $1,715 | $1,715 |
| 385 SHARES FRANKLIN RESOURCES INC | P | 2020-03-04 | 2022-01-10 | $13,267 | $8,989 | $4,278 | $4,278 |
| 13 SHARES HILLENBRAND INC | P | 2019-08-05 | 2022-01-10 | $666 | $394 | $272 | $272 |
| 38 SHARES HILLENBRAND INC | P | 2019-08-14 | 2022-01-10 | $1,946 | $1,032 | $914 | $914 |
| 145 SHARES HILLENBRAND INC | P | 2019-09-24 | 2022-01-10 | $7,426 | $4,351 | $3,075 | $3,075 |
| 32 SHARES HILLENBRAND INC | P | 2020-02-12 | 2022-01-10 | $1,639 | $937 | $702 | $702 |
| 28 SHARES HILLENBRAND INC | P | 2020-02-24 | 2022-01-10 | $1,434 | $751 | $683 | $683 |
| 39 SHARES LPL FINL HLDGS INC | P | 2016-11-22 | 2022-01-10 | $6,826 | $1,584 | $5,242 | $5,242 |
| 294 SHARES MOLSON COORS BEVERAGE COMPANY | P | 2018-12-31 | 2022-01-10 | $14,862 | $16,448 | -$1,586 | -$1,586 |
| 83 SHARES US ECOLOGY INCORPORATED | P | 2020-04-07 | 2022-02-17 | $3,902 | $2,529 | $1,373 | $1,373 |
| 51 SHARES US ECOLOGY INCORPORATED | P | 2020-04-07 | 2022-02-18 | $2,398 | $1,554 | $844 | $844 |
| 30 SHARES US ECOLOGY INCORPORATED | P | 2020-04-08 | 2022-02-18 | $1,411 | $940 | $471 | $471 |
| 387 SHARES WESTERN UN COMPANY | P | 2016-11-22 | 2022-02-14 | $7,493 | $8,228 | -$735 | -$735 |
| 307 SHARES WESTERN UN COMPANY | P | 2016-11-22 | 2022-02-18 | $6,017 | $6,527 | -$510 | -$510 |
| 199 SHARES WESTERN UN COMPANY | P | 2016-11-22 | 2022-03-18 | $3,522 | $4,231 | -$709 | -$709 |
| 22 SHARES WESTERN UN COMPANY | P | 2016-11-25 | 2022-03-18 | $389 | $473 | -$84 | -$84 |
| 323 SHARES WESTERN UN COMPANY | P | 2017-07-25 | 2022-03-18 | $5,717 | $6,299 | -$582 | -$582 |
| 32 SHARES WESTERN UN COMPANY | P | 2018-08-03 | 2022-03-18 | $566 | $624 | -$58 | -$58 |
| 114 SHARES WILEY JOHN & SONS INC | P | 2016-11-22 | 2022-01-10 | $6,385 | $6,263 | $122 | $122 |
| 60 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2019-09-11 | 2022-04-08 | $1,654 | $1,360 | $294 | $294 |
| 78 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2019-09-12 | 2022-04-08 | $2,151 | $1,773 | $378 | $378 |
| 193 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2019-10-31 | 2022-04-08 | $5,322 | $3,881 | $1,441 | $1,441 |
| 310 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2019-11-11 | 2022-04-08 | $8,548 | $6,380 | $2,168 | $2,168 |
| 250 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2019-12-03 | 2022-04-08 | $6,893 | $4,858 | $2,035 | $2,035 |
| 54 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-01-24 | 2022-04-08 | $1,489 | $1,139 | $350 | $350 |
| 47 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-01-31 | 2022-04-08 | $1,296 | $963 | $333 | $333 |
| 336 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-02-28 | 2022-04-08 | $9,265 | $6,072 | $3,193 | $3,193 |
| 81 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-02-28 | 2022-10-03 | $2,258 | $1,464 | $794 | $794 |
| 194 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-03-05 | 2022-10-03 | $5,407 | $3,220 | $2,187 | $2,187 |
| 293 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-07-31 | 2022-10-03 | $8,166 | $4,227 | $3,939 | $3,939 |
| 199 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-07-31 | 2022-10-12 | $5,572 | $2,871 | $2,701 | $2,701 |
| 172 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2020-10-15 | 2022-10-12 | $4,816 | $2,371 | $2,445 | $2,445 |
| 32 SHARES WILLIS TOWERS WATSON PUB LIMITED SHS | P | 2016-11-22 | 2022-01-11 | $7,338 | $4,006 | $3,332 | $3,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,144 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,188 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,358 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,358 | SubtotalAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $1,369 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arlene Seligman | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4073309950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Woldunn Circle | AddressLine1Txt |
| City | Lake Mary | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327952948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Harry Seligman | ||||||
| PO Box 952948 | Lake Mary | FL | 327952948 | Director | 8.00 | $0 |
| Arlene Seligman | ||||||
| PO Box 952948 | Lake Mary | FL | 327952948 | Director | 1.00 | $10,000 |
| Deborah Muller | ||||||
| 5674 Bassett Place | Sanford | FL | 32771 | Director | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $589,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $638,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $638,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $629,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,358 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,358 | TotalTaxAmt |
| Distributable Before Adj | $30,105 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,105 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,105 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,105 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,254 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $41,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $28,605 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,605 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,718 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $26,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $24,912 | ExcessFromYear3Amt |
| Excess From Year1 | $1,806 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Arlene Seligman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Woldunn Circle | AddressLine1Txt |
| City | Lake Mary | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4079205700 | RecipientPhoneNum |
| Recipient Email Address | seligmanac@bellsouth.net | RecipientEmailAddressTxt |
| Form And Info And Materials | No special forms required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Pet Rescue by Judy | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 South Laurel Avenue | AddressLine1Txt |
| City | Sanford | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32771 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable | GrantOrContributionPurposeTxt |
| Amt | $1,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $865 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $108,144 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $108,144 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,216 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Brown & Brown - 422 shares | $11,167 | $24,041 |
| C H Robinson Worldwide Inc. - 190 shares | $14,821 | $17,396 |
| Hillenbrand Inc. - 469 shares | $10,286 | $20,012 |
| LPL Finl Hldgs Inc. - 137 shares | $7,348 | $29,615 |
| Post Hldgs Inc - 310 shares | $17,920 | $27,981 |
| Stericycle Inc. - 599 shares | $29,448 | $29,884 |
| Western UN Company - 1270 shares | ||
| Wiley John & Sons Inc. - 323 shares | $16,490 | $12,939 |
| Willis Towers Watson Pub - 104 shares | $15,962 | $25,436 |
| Affiliated Managers Group - 280 Shares | $26,619 | $44,360 |
| Artisan Partners Asset Mgmt - 380 Shares | $8,231 | $11,286 |
| CDK Global Inc - 746 shares | ||
| Nielsen Hldgs PLC SHS - 2267 sh | ||
| Change Healthcare Incorporated - 2288 Sh | ||
| Molson Coors Brewing - 713 Shares | $29,700 | $36,734 |
| Enerpac Tool Group Corp Cl A - 732 sh | $18,623 | $18,629 |
| Franklin Resources Inc - 599 sh | $13,056 | $15,802 |
| US Foods Hldg - 834 shares | $19,983 | $28,373 |
| US Ecology Inc - 377 shares | ||
| Altice USA Inc Class A - 3,852 shares | $77,228 | $17,719 |
| Sysco - 198 shares | $15,183 | $15,137 |
| Energizer Hldgs Inc - 521 shares | $14,520 | $17,480 |
| GFL Environmental Inc. - 205 shares | $5,911 | $5,992 |
| IAA Incorporated - 329 shares | $11,940 | $13,160 |
| Leslies Inc. - 476 shares | $5,881 | $5,812 |
| Clarivate PLC - 5279 shares | $63,423 | $44,027 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory fees | CategoryTxt |
| Amt | $11,522 | Amt |
| Net Investment Income | $11,522 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS | CategoryTxt |
| Amt | $228 | Amt |