STRATEGY STUDIO / PUBLIC DATA EXPLORER

DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC (EIN 65-0781900)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-20
IRS object ID
201901719349100510
Schema version
2018v3.1
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)
Return2019-06-20T13:04:22-07:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Phone4073309373PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 952948AddressLine1Txt
CityLake MaryCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32795ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHarry SeligmanPersonNm
Person TitlePresidentPersonTitleTxt
Signature2019-06-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRicky ChurchwellPreparerPersonNm
PTINP00114081PTIN
Phone6626244332PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$626,279FMVAssetsEOYAmt
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$1,258InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,258InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,982DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,982DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,826NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$144,394GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,826CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$43,066TotalRevAndExpnssAmt
Total Net Invst Incm$43,066TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$30,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$30,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$16,508OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,508OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$301TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$49,309TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,008TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,479ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,479ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,788TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,008TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,479TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,722ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$219,222CashBOYAmt
Cash EOY$167,610CashEOYAmt
Cash EOYFMV$167,610CashEOYFMVAmt
Acct Rcvbl$16,000AcctRcvblAmt
Acct Rcvbl BOY$16,000AcctRcvblBOYAmt
Acct Rcvbl EOY$16,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$16,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$436,592CorporateStockBOYAmt
Corporate Stock EOY$458,484CorporateStockEOYAmt
Corporate Stock EOYFMV$442,669CorporateStockEOYFMVAmt
Other Assets BOY$1OtherAssetsBOYAmt
Total Assets BOY$671,815TotalAssetsBOYAmt
Total Assets EOY$642,094TotalAssetsEOYAmt
Total Assets EOYFMV$626,279TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$41,010AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$41,010AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$630,805RetainedEarningBOYAmt
Retained Earning EOY$601,084RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$671,815TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$642,094TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$671,815TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$642,094TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$671,815TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,722ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$642,094SubtotalAmt
Tot Net Ast Or Fund Balances EOY$642,094TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
4 SHARES AFFILIATED MANAGERS GROUPP2018-12-182018-12-19$383$384-$1-$1
15 SHARES ARTISAN PARTNERS ASSET MGMTP2018-10-052018-12-19$340$476-$136-$136
22 SHARES GLOBAL INCORPORATEDP2018-10-022018-12-19$1,037$1,365-$328-$328
254 SHARES NIELSEN HLDGS PLC SHS EURP2018-03-272018-09-25$6,927$8,180-$1,253-$1,253
25 SHARES NIELSEN HLDGS PLC SHS EURP2018-03-272018-10-04$676$805-$129-$129
97 SHARES NIELSEN HLDGS PLC SHS EURP2018-03-272018-12-19$2,455$3,124-$669-$669
116 SHARES ACTUANT CORPORATIONP2016-11-222018-07-02$3,372$3,062$310$310
40 SHARES BROADRIDGE FINL SOLUTIONS INCP2016-11-222018-03-16$4,287$2,619$1,668$1,668
19 SHARES BROADRIDGE FINL SOLUTIONS INCP2016-11-222018-07-02$2,195$1,244$951$951
61 SHARES BROADRIDGE FINL SOLUTIONS INCP2016-11-222018-08-02$6,974$3,993$2,981$2,981
25 SHARES BROADRIDGE FINL SOLUTIONS INCP2016-11-222018-10-04$3,181$1,637$1,544$1,544
79 SHARES BROWN & BROWN INCP2016-11-222018-07-02$2,191$1,680$511$511
116 SHARES BROWN & BROWN INCP2016-11-222018-10-04$3,434$2,467$967$967
107 SHARES BROWN & BROWN INCP2016-11-222018-12-19$2,954$2,276$678$678
30 SHARES C H ROBINSON WORLDWIDE INCP2016-11-222018-10-04$2,931$2,216$715$715
7 SHARES C H ROBINSON WORLDWIDE INCP2016-11-222018-12-19$601$517$84$84
12 SHARES CINTAS CORPORATIONP2016-11-222018-07-02$2,257$1,378$879$879
11 SHARES CINTAS CORPORATIONP2016-11-222018-09-17$2,354$1,263$1,091$1,091
67 SHARES CINTAS CORPORATIONP2016-11-222018-09-18$14,327$7,693$6,634$6,634
15 SHARES FASTENAL COMPANYP2016-11-222018-10-04$851$688$163$163
22 SHARES FASTENAL COMPANYP2016-11-222018-12-19$1,160$1,009$151$151
13 SHARES GRACO INCORPORATEDP2016-11-222018-12-19$537$354$183$183
22 SHARES HILLENBRAND INCP2016-11-222018-05-22$1,061$796$265$265
21 SHARES HILLENBRAND INCP2016-11-222018-06-13$982$760$222$222
58 SHARES HILLENBRAND INCP2016-11-222018-06-14$2,681$2,100$581$581
10 SHARES HILLENBRAND INCP2016-11-222018-06-15$462$362$100$100
21 SHARES HILLENBRAND INCP2016-11-222018-06-18$979$760$219$219
23 SHARES HILLENBRAND INCP2016-11-222018-06-19$1,080$833$247$247
17 SHARES HILLENBRAND INCP2016-11-222018-08-24$871$615$256$256
19 SHARES HILLENBRAND INCP2016-11-222018-08-27$979$688$291$291
7 SHARES HILLENBRAND INCP2016-11-222018-08-28$358$253$105$105
31 SHARES HILLENBRAND INCP2016-11-222018-08-29$1,580$1,122$458$458
25 SHARES HILLENBRAND INCP2016-11-222018-08-30$1,275$905$370$370
27 SHARES HILLENBRAND INCP2016-11-222018-08-31$1,378$977$401$401
61 SHARES HILLENBRAND INCP2016-11-222018-09-04$3,114$2,208$906$906
19 SHARES HILLENBRAND INCP2016-11-222018-10-04$996$688$308$308
32 SHARES LPL FINL HLDGS INCP2016-11-222018-01-04$1,884$1,299$585$585
96 SHARES LPL FINL HLDGS INCP2016-11-222018-02-14$6,147$3,898$2,249$2,249
62 SHARES LPL FINL HLDGS INCP2016-11-222018-05-04$3,998$2,518$1,480$1,480
5 SHARES LPL FINL HLDGS INCP2016-11-222018-10-04$324$203$121$121
40 SHARES LPL FINL HLDGS INCP2016-11-222018-12-19$2,426$1,624$802$802
20 SHARES LANDSTAR SYSTEMS INCP2016-11-222018-10-04$2,307$1,605$702$702
1 SHARE MARKEL CORPORATIONP2016-11-222018-10-04$1,176$901$275$275
53 SHARES MATTHEWS INTERNATIONAL CORPP2016-11-222018-07-02$3,135$3,768-$633-$633
15 SHARES MCCORMICK & COMPANY INCP2016-11-222018-07-02$1,731$1,393$338$338
21 SHARES MCCORMICK & COMPANY INCP2016-11-222018-10-04$2,836$1,950$886$886
22 SHARES MCCORMICK & COMPANY INCP2016-11-222018-12-19$3,202$2,043$1,159$1,159
35 SHARES POST HLDGS INCP2016-11-222018-10-04$3,311$2,612$699$699
19 SHARES POST HLDGS INCP2016-11-222018-12-19$1,750$1,418$332$332
49 SHARES STERICYCLE INCP2016-11-222018-07-02$3,185$3,703-$518-$518
12 SHARES STERICYCLE INCP2016-11-222018-12-19$472$907-$435-$435
8 SHARES WATERS CORPORATIONP2016-11-222018-12-19$1,489$1,086$403$403
197 SHARES WESTERN UN COMPANYP2016-11-222018-12-19$3,495$4,188-$693-$693
43 SHARES WILEY JOHN & SONS INCP2016-11-222018-03-06$2,791$2,362$429$429
97 SHARES WILEY JOHN & SONS INCP2016-11-222018-07-02$6,079$5,329$750$750
33 SHARES IHS MARKIT LIMITED SHSP2016-11-222018-07-02$1,705$1,189$516$516
17 SHARES IHS MARKIT LIMITED SHSP2016-11-222018-10-04$914$624$290$290
23 SHARES IHS MARKIT LIMITED SHSP2016-11-222018-12-19$1,146$828$318$318
37 SHARES WILLIS TOWERS WATSON PUB LIMITED SHSP2016-11-222018-12-19$5,671$4,623$1,048$1,048
FieldValueIRS element (for citing)
Capital Gain Net Income$32,826CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,516NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,605AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$767,022NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06598DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,975AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$751,481NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01860DistributionYr2Rt
Adjusted Qlfy Distri Yr3$86,240AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$857,409NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.10058DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,665AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$914,131NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03245DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,675AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$928,210NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05459DistributionYr5Rt
Total Distribution0.272201TotalDistributionRt
Average Distribution0.054440AverageDistributionRt
Net Vl Noncharitable Assets$718,880NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,136AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$39,136AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$23,479QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
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 Line1Harry 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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
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$10,000
Arlene Seligman
PO Box 952948Lake MaryFL327952948Director1.00$10,000
Alan Soloman
2200 NW Corp Blvd Ste 310Boca RatonFL33431Director2.00$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$507,788AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$206,039AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$16,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$729,827TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$729,827AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,947CashDeemedCharitableAmt
Net Vl Noncharitable Assets$718,880NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,944MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,944MinimumInvestmentReturnAmt
Distributable Before Adj$35,944DistributableBeforeAdjAmt
Distributable Before Ded$35,944DistributableBeforeDedAmt
Distributable As Adjusted$35,944DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,479ExpensesAndContributionsAmt
Qualifying Distributions$23,479QualifyingDistributionsAmt
Adjusted Qualifying Distri$23,479AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$35,944DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$25,506ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$12,254ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,760TotalExcessDistributionCyovAmt
Qualifying Distributions$23,479QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,479AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$12,465ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,465ExcessDistributionCyovAppCYAmt
Total Corpus$25,295TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$25,295ExcessDistriCyovToNextYrAmt
Excess From Year3$13,041ExcessFromYear3Amt
Excess From Year1$12,254ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonHarry SeligmanRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 952948AddressLine1Txt
CityLake MaryCityNm
State AbbreviationFLStateAbbreviationCd
ZIP327952048ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4073309373RecipientPhoneNum
Recipient Email Addressseligmanhl@gmail.comRecipientEmailAddressTxt
Form And Info And MaterialsNo special forms required.FormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsNoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Temple Adath Israel
PO Box 1109ClevelandMS38732PCReligious$5,000
Canine Companions Fund
PO Box 680388OrlandoFL32868PCCharitable$18,479
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,479TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,258ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,982ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$32,826RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,240ExclusionAmt
Related Or Exempt Function Incm$32,826RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43,066TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$2,500Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Actuant Corporation - 753 shares$19,712$15,805
Broadridge Finl Solutions - 184 shares$12,611$17,710
Brown & Brown - 1092 shares$23,227$30,095
C H Robinson Worldwide Inc. - 211 shares$15,586$17,743
Fastenal Company - 229 shares$10,502$11,974
Graco Incorporated - 146 shares$3,973$6,110
Hillenbrand Inc. - 306 shares$11,199$11,607
LPL Finl Hldgs Inc. - 398 shares$16,159$24,310
Landstar Systems Inc. - 190 shares$15,319$18,177
Legg Mason Inc. - 1194 shares$38,765$30,459
Markel Corp - 12 shares$10,818$12,457
Matthews International Corp - 452 shares$28,714$18,360
McCormick & Company Inc. - 83 shares$7,704$11,557
Post Hldgs Inc - 131 shares$9,781$11,676
Stericycle Inc. - 925 shares$55,286$33,938
Waters Corporation - 65 shares$8,820$12,262
Western UN Company - 2046 shares$42,878$34,905
Wiley John & Sons Inc. - 365 shares$19,980$17,144
IHS Markit Limited - 242 shares$8,709$11,609
Willis Towers Watson Pub - 197 shares$24,613$29,916
Affiliated Managers Group - 128 Shares$12,094$12,472
Artisan Partners Asset Mgmt - 531 Shares$16,076$11,740
CDK Global Inc - 384 shares$21,846$18,386
Nielsen Hldgs PLC SHS - 954$24,112$22,257

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$1Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdvisory feesCategoryTxt
Amt$16,508Amt
Net Investment Income$16,508NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$301Amt