STRATEGY STUDIO / PUBLIC DATA EXPLORER

DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC (EIN 65-0781900)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-25
IRS object ID
202202069349100770
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-25T14:15:31-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640433645PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ellis & Hirsberg CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 400AddressLine1Txt
CityClarksdaleCityNm
State AbbreviationMSStateAbbreviationCd
ZIP38614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650781900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dan Seligman Family CharitableBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDANSBusinessNameControlTxt
Phone4079205700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1469 Woldunn CircleAddressLine1Txt
CityLake MaryCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32746ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonArlene SeligmanPersonNm
Person TitleDirectorPersonTitleTxt
Signature2022-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstArlenePersonFirstNm
Person LastSeligmanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRicky ChurchwellPreparerPersonNm
PTINP00114081PTIN
Phone6626244332PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$659,090FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,229DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,229DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,400NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$83,709GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,400CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$41,637TotalRevAndExpnssAmt
Total Net Invst Incm$41,637TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,000CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$1,361LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,361LegalFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$13,877OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,877OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,238TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,130ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,130ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,368TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,238TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,130TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,731ExcessRevenueOverExpensesAmt
Net Investment Income$16,399NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$95,957CashBOYAmt
Cash EOY$28,469CashEOYAmt
Cash EOYFMV$28,469CashEOYFMVAmt
Acct Rcvbl$16,000AcctRcvblAmt
Acct Rcvbl BOY$16,000AcctRcvblBOYAmt
Acct Rcvbl EOY$16,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$16,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$417,977CorporateStockBOYAmt
Corporate Stock EOY$465,731CorporateStockEOYAmt
Corporate Stock EOYFMV$614,621CorporateStockEOYFMVAmt
Total Assets BOY$529,934TotalAssetsBOYAmt
Total Assets EOY$510,200TotalAssetsEOYAmt
Total Assets EOYFMV$659,090TotalAssetsEOYFMVAmt
Other Liabilities BOY$2OtherLiabilitiesBOYAmt
Total Liabilities BOY$2TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$41,010AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$41,010AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$488,922RetainedEarningBOYAmt
Retained Earning EOY$469,190RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$529,932TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$510,200TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$529,934TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$510,200TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$529,932TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,731ExcessRevenueOverExpensesAmt
Subtotal$510,201SubtotalAmt
Other Decreases$1OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$510,200TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
56 SHARES AFFILIATED MANAGERS GROUPP2018-12-262021-09-07$9,193$5,204$3,989$3,989
54 SHARES AFFILIATED MANAGERS GROUPP2019-05-202021-09-07$8,865$4,753$4,112$4,112
26 SHARES C H ROBINSON WORLDWIDE INCP2016-11-222021-09-24$2,303$1,921$382$382
111 SHARES LPL FINL HLDGS INCORPORATEDP2016-11-222021-09-07$16,570$4,507$12,063$12,063
82 SHARES LANDSTAR SYSTEMS INCP2016-11-222021-08-23$13,279$6,579$6,700$6,700
5 SHARES LANDSTAR SYSTEMS INCP2018-12-192021-08-23$810$476$334$334
135 SHARES WESTERN UN COMPANYP2016-11-222021-09-24$2,738$2,870-$132-$132
532 SHARES NIELSEN HLDGS PLC SHS EURP2018-07-262021-04-06$13,616$11,667$1,949$1,949
423 SHARES NIELSEN HLDGS PLC SHS EURP2019-08-072021-04-06$10,826$9,152$1,674$1,674
8 SHARES NIELSEN HLDGS PLC SHS EURP2019-09-112021-04-06$205$181$24$24
24 SHARES WILLIS TOWERS WATSON PUB LIMITED SHSP2016-11-222021-03-19$5,304$2,999$2,305$2,305
FieldValueIRS element (for citing)
Capital Gain Net Income$33,400CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$228InvestmentIncomeExciseTaxAmt
Subtotal$228SubtotalAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Tax Due$228TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Arlene SeligmanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4073309950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1469 Woldunn CircleAddressLine1Txt
CityLake MaryCityNm
State AbbreviationFLStateAbbreviationCd
ZIP327952948ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Harry Seligman
PO Box 952948Lake MaryFL327952948Director8.00$0
Arlene Seligman
PO Box 952948Lake MaryFL327952948Director1.00$0
Deborah Muller
5674 Bassett PlaceSanfordFL32771Director2.00$10,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$609,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,705AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$701,557TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$701,557AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,523CashDeemedCharitableAmt
Net Vl Noncharitable Assets$691,034NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,552MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,552MinimumInvestmentReturnAmt
Tax Based On Investment Income$228TaxBasedOnInvestmentIncomeAmt
Total Tax$228TotalTaxAmt
Distributable Before Adj$34,324DistributableBeforeAdjAmt
Distributable Before Ded$34,324DistributableBeforeDedAmt
Distributable As Adjusted$34,324DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,130ExpensesAndContributionsAmt
Qualifying Distributions$36,130QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,324DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$12,254ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$41,263ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$53,517TotalExcessDistributionCyovAmt
Qualifying Distributions$36,130QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,324AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,806RemainingDistriFromCorpusAmt
Total Corpus$55,323TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$55,323ExcessDistriCyovToNextYrAmt
Excess From Year4$12,254ExcessFromYear4Amt
Excess From Year2$41,263ExcessFromYear2Amt
Excess From Current Year$1,806ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonArlene SeligmanRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1469 Woldunn CircleAddressLine1Txt
CityLake MaryCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32746ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4079205700RecipientPhoneNum
Recipient Email Addressseligmanac@bellsouth.netRecipientEmailAddressTxt
Form And Info And MaterialsNo special forms required.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Hebrew Union Congregation
504 Main StreetGreenvilleMS38701PCEducational$25,000
Canine Companions Fund
PO Box 680388OrlandoFL32868PCCharitable$10,130
St Jude Childrens Research
501 St Jude PlaceMemphisTN38105PCCharitable$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,130TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,229ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$33,400RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,237ExclusionAmt
Related Or Exempt Function Incm$33,400RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,637TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategorySTEVE ASARCH LEGAL FEESCategoryTxt
Legal Fees$1,361LegalFeesAmt
Net Investment Income$1,361NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdvisory feesCategoryTxt
Amt$13,877Amt
Net Investment Income$13,877NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt