DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC (EIN 65-0781900)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-06
- IRS object ID
- 202102799349100205
- Schema version
- 2020v4.0
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-06T11:59:42-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 4073309373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 952948 | AddressLine1Txt |
| City | Lake Mary | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32795 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harry Seligman | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2021-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Harry | PersonFirstNm |
| Person Last | Seligman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $666,907 | 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 | $128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,374 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,374 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,788 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,788 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $41,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,029 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,260 | CashBOYAmt |
| Cash EOY | $95,957 | CashEOYAmt |
| Cash EOYFMV | $95,957 | 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 | $419,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $417,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $554,950 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $568,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $529,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $666,907 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $2 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $2 | 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 | $527,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $488,922 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $568,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $529,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $568,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $529,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $568,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,029 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $529,932 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $529,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 309 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2019-09-24 | 2020-08-28 | $4,305 | $4,043 | $262 | $262 |
| 272 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2019-09-25 | 2020-08-28 | $3,789 | $3,545 | $244 | $244 |
| 999 SHARES SABRE CORPORATION | P | 2020-02-26 | 2020-09-15 | $6,800 | $15,867 | -$9,067 | -$9,067 |
| 153 SHARES SABRE CORPORATION | P | 2020-02-26 | 2020-11-09 | $1,514 | $2,430 | -$916 | -$916 |
| 328 SHARES SABRE CORPORATION | P | 2020-03-05 | 2020-11-09 | $3,245 | $3,505 | -$260 | -$260 |
| 110 SHARES SABRE CORPORATION | P | 2020-03-05 | 2020-11-18 | $1,119 | $1,175 | -$56 | -$56 |
| 86 SHARES SABRE CORPORATION | P | 2020-03-06 | 2020-11-18 | $875 | $868 | $7 | $7 |
| 410 SHARES SABRE CORPORATION | P | 2020-03-17 | 2020-11-18 | $4,171 | $2,913 | $1,258 | $1,258 |
| 598 SHARES SABRE CORPORATION | P | 2020-03-17 | 2020-11-24 | $6,640 | $4,248 | $2,392 | $2,392 |
| 126 SHARES US FOODS HLDG CORPORATION | P | 2020-06-26 | 2020-10-22 | $3,104 | $2,397 | $707 | $707 |
| 42 SHARES AFFILIATED MANAGERS GROUP INC | P | 2018-12-18 | 2020-10-22 | $3,318 | $4,036 | -$718 | -$718 |
| 9 SHARES AFFILIATED MANAGERS GROUP INC | P | 2018-12-26 | 2020-10-22 | $711 | $836 | -$125 | -$125 |
| 37 SHARES ARTISAN PARTNERS ASSET MGMT | P | 2018-10-08 | 2020-08-28 | $1,441 | $1,036 | $405 | $405 |
| 177 SHARES AFFILIATED MANAGERS GROUP INC | P | 2018-10-09 | 2020-08-28 | $6,893 | $4,887 | $2,006 | $2,006 |
| 62 SHARES BROADRIDGE FINL SOLUTIONS INCORPORATED | P | 2016-11-22 | 2020-03-17 | $6,222 | $4,059 | $2,163 | $2,163 |
| 72 SHARES BROADRIDGE FINL SOLUTIONS INCORPORATED | P | 2016-11-22 | 2020-06-15 | $8,764 | $4,714 | $4,050 | $4,050 |
| 6 SHARES BROADRIDGE FINL SOLUTIONS INCORPORATED | P | 2016-11-25 | 2020-06-15 | $730 | $395 | $335 | $335 |
| 17 SHARES BROADRIDGE FINL SOLUTIONS INCORPORATED | P | 2018-12-19 | 2020-06-15 | $2,069 | $1,676 | $393 | $393 |
| 186 SHARES BROWN & BROWN INC | P | 2016-11-22 | 2020-03-05 | $8,486 | $3,956 | $4,530 | $4,530 |
| 35 SHARES CDK GLOBAL INCORPORATED | P | 2018-10-02 | 2020-08-28 | $1,668 | $2,172 | -$504 | -$504 |
| 40 SHARES CDK GLOBAL INCORPORATED | P | 2018-10-03 | 2020-08-28 | $1,906 | $2,481 | -$575 | -$575 |
| 99 SHARES CDK GLOBAL INCORPORATED | P | 2018-11-12 | 2020-08-28 | $4,717 | $4,990 | -$273 | -$273 |
| 40 SHARES C H ROBINSON WORLDWIDE INC | P | 2016-11-22 | 2020-10-22 | $3,965 | $2,955 | $1,010 | $1,010 |
| 267 SHARES CHANGE HEALTHCARE INCORPORATED | P | 2019-09-25 | 2020-10-22 | $3,965 | $3,480 | $485 | $485 |
| 146 SHARES GRACO INCORPORATED | P | 2016-11-22 | 2020-01-29 | $8,019 | $3,973 | $4,046 | $4,046 |
| 193 SHARES HILLENBRAND INC | P | 2016-11-22 | 2020-08-28 | $6,297 | $6,987 | -$690 | -$690 |
| 14 SHARES HILLENBRAND INC | P | 2016-11-25 | 2020-08-28 | $457 | $508 | -$51 | -$51 |
| 36 SHARES HILLENBRAND INC | P | 2018-12-19 | 2020-08-28 | $1,175 | $1,424 | -$249 | -$249 |
| 116 SHARES HILLENBRAND INC | P | 2019-08-05 | 2020-08-28 | $3,785 | $3,518 | $267 | $267 |
| 103 SHARES IAA INCORPORATED | P | 2019-02-21 | 2020-02-26 | $4,725 | $2,991 | $1,734 | $1,734 |
| 79 SHARES LPL FINL HLDGS INC | P | 2016-11-22 | 2020-08-28 | $6,521 | $3,208 | $3,313 | $3,313 |
| 65 SHARES LANDSTAR SYSTEMS INC | P | 2016-11-22 | 2020-03-25 | $6,258 | $5,215 | $1,043 | $1,043 |
| 15 SHARES LANDSTAR SYSTEMS INC | P | 2016-11-22 | 2020-09-14 | $1,915 | $1,203 | $712 | $712 |
| 277 SHARES LEGG MASON INCORPORATED | P | 2016-11-22 | 2020-03-05 | $13,795 | $8,902 | $4,893 | $4,893 |
| 237 SHARES LEGG MASON INCORPORATED | P | 2016-11-22 | 2020-03-19 | $10,516 | $7,617 | $2,899 | $2,899 |
| 20 SHARES LEGG MASON INCORPORATED | P | 2016-11-25 | 2020-03-19 | $887 | $644 | $243 | $243 |
| 71 SHARES LEGG MASON INCORPORATED | P | 2018-06-01 | 2020-03-19 | $3,150 | $2,671 | $479 | $479 |
| 57 SHARES LEGG MASON INCORPORATED | P | 2018-06-04 | 2020-03-19 | $2,529 | $2,152 | $377 | $377 |
| 151 SHARES LEGG MASON INCORPORATED | P | 2018-07-26 | 2020-03-19 | $6,700 | $4,962 | $1,738 | $1,738 |
| 5 SHARES LEGG MASON INCORPORATED | P | 2018-08-06 | 2020-03-19 | $222 | $162 | $60 | $60 |
| 63 SHARES LEGG MASON INCORPORATED | P | 2018-12-19 | 2020-03-19 | $2,796 | $1,595 | $1,201 | $1,201 |
| 83 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-01-24 | $3,151 | $5,901 | -$2,750 | -$2,750 |
| 13 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-05-20 | $273 | $924 | -$651 | -$651 |
| 22 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-05-21 | $461 | $1,564 | -$1,103 | -$1,103 |
| 26 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-05-22 | $532 | $1,848 | -$1,316 | -$1,316 |
| 11 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-05-26 | $237 | $782 | -$545 | -$545 |
| 9 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-09 | $204 | $640 | -$436 | -$436 |
| 24 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-10 | $498 | $1,706 | -$1,208 | -$1,208 |
| 6 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-11 | $116 | $427 | -$311 | -$311 |
| 31 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-16 | $619 | $2,204 | -$1,585 | -$1,585 |
| 18 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-17 | $350 | $1,280 | -$930 | -$930 |
| 18 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-18 | $346 | $1,280 | -$934 | -$934 |
| 12 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-19 | $222 | $853 | -$631 | -$631 |
| 13 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2016-11-22 | 2020-06-22 | $236 | $924 | -$688 | -$688 |
| 10 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2017-12-21 | 2020-06-22 | $182 | $543 | -$361 | -$361 |
| 9 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2017-12-21 | 2020-06-23 | $167 | $488 | -$321 | -$321 |
| 10 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2018-05-07 | 2020-06-23 | $186 | $496 | -$310 | -$310 |
| 10 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2018-05-08 | 2020-06-23 | $186 | $509 | -$323 | -$323 |
| 2 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2018-05-08 | 2020-06-24 | $36 | $102 | -$66 | -$66 |
| 5 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2018-05-10 | 2020-06-24 | $90 | $258 | -$168 | -$168 |
| 19 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2018-12-19 | 2020-06-24 | $342 | $761 | -$419 | -$419 |
| 32 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2018-12-19 | 2020-06-25 | $562 | $1,282 | -$720 | -$720 |
| 31 SHARES MATTHEWS INTERNATIONAL CORPORATION CL A | P | 2018-12-19 | 2020-06-26 | $551 | $1,242 | -$691 | -$691 |
| 64 SHARES STERICYCLE INCORPORATED | P | 2017-11-10 | 2020-10-22 | $4,225 | $4,108 | $117 | $117 |
| 1 SHARE STERICYCLE INCORPORATED | P | 2018-02-22 | 2020-10-22 | $66 | $61 | $5 | $5 |
| 55 SHARES WATERS CORPORATION | P | 2016-11-22 | 2020-04-16 | $10,449 | $7,463 | $2,986 | $2,986 |
| 135 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2018-06-21 | 2020-10-22 | $1,882 | $4,174 | -$2,292 | -$2,292 |
| 78 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2018-07-26 | 2020-10-22 | $1,087 | $1,711 | -$624 | -$624 |
| 17 SHARES WILLIS TOWERS WATSON PUB LIMITED SHS | P | 2016-11-22 | 2020-03-05 | $3,416 | $2,124 | $1,292 | $1,292 |
| 19 SHARES WILLIS TOWERS WATSON PUB LIMITED SHS | P | 2016-11-22 | 2020-07-24 | $4,019 | $2,374 | $1,645 | $1,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,430 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,429 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
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 | Harry 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 | $10,000 |
| Arlene Seligman | ||||||
| PO Box 952948 | Lake Mary | FL | 327952948 | Director | 1.00 | $10,000 |
| Alan Soloman | ||||||
| 2200 NW Corp Blvd Ste 310 | Boca Raton | FL | 33431 | Director | 2.00 | $10,000 |
| 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 | $476,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $592,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $592,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $583,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,173 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $29,173 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,173 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,173 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,150 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $22,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,173 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,041 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $12,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $41,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,558 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,150 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,150 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $7,023 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,023 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $59,535 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,254 | ExcessFromYear3Amt |
| Excess From Year1 | $41,263 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Harry Seligman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 952948 | AddressLine1Txt |
| City | Lake Mary | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 327952048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4073309373 | RecipientPhoneNum |
| Recipient Email Address | seligmanhl@gmail.com | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Canine Companions Fund | ||||||
| PO Box 680388 | Orlando | FL | 32868 | PC | Charitable | $17,150 |
| Runway to Hope Foundation | ||||||
| 189 S Orange Ave Ste 1800 | Orlando | FL | 32801 | PC | Charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,374 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,430 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,502 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,430 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,932 | 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 (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Actuant Corporation - 732 shares | ||
| Broadridge Finl Solutions - 157 shares | ||
| Brown & Brown - 630 shares | $13,400 | $29,868 |
| C H Robinson Worldwide Inc. - 171 shares | $12,631 | $16,052 |
| Graco Incorporated - 146 shares | ||
| Hillenbrand Inc. - 725 shares | $17,751 | $28,855 |
| LPL Finl Hldgs Inc. - 287 shares | $13,439 | $29,911 |
| Landstar Systems Inc. - 87 shares | $7,055 | $11,715 |
| Legg Mason Inc. - 881 shares | ||
| Matthews International Corp - 414 shares | ||
| Post Hldgs Inc - 187 shares | $13,966 | $18,889 |
| Stericycle Inc. - 599 shares | $29,448 | $41,529 |
| Waters Corporation - 55 shares | ||
| Western UN Company - 1405 shares | $29,251 | $30,826 |
| Wiley John & Sons Inc. - 437 shares | $22,753 | $19,953 |
| Willis Towers Watson Pub - 124 shares | $15,492 | $26,124 |
| Affiliated Managers Group - 250 Shares | $19,825 | $25,425 |
| Artisan Partners Asset Mgmt - 380 Shares | $9,202 | $19,129 |
| CDK Global Inc - 746 shares | $27,662 | $38,665 |
| Nielsen Hldgs PLC SHS - 3230 sh | $61,581 | $67,410 |
| Change Healthcare Incorporated - 2288 Sh | $23,929 | $42,671 |
| IAA Incorporated - 103 Shares | ||
| Molson Coors Brewing - 1007 Shares | $46,149 | $45,506 |
| Enerpac Tool Group Corp Cl A - 732 sh | $18,623 | $16,551 |
| Franklin Resources Inc - 984 sh | $22,046 | $24,590 |
| US Foods Hldg - 460 shares | $8,750 | $15,323 |
| US Ecology Inc - 164 shares | $5,024 | $5,958 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $2 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $2 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory fees | CategoryTxt |
| Amt | $11,788 | Amt |
| Net Investment Income | $11,788 | 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 | $23 | Amt |