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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-20T13:04:22-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $626,279 | 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 | $1,258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,982 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,982 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,826 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,066 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,066 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,508 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $301 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $49,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,479 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,479 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219,222 | CashBOYAmt |
| Cash EOY | $167,610 | CashEOYAmt |
| Cash EOYFMV | $167,610 | 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 | $436,592 | CorporateStockBOYAmt |
| Corporate Stock EOY | $458,484 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $442,669 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $671,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $642,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $626,279 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $41,010 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $41,010 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $630,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $601,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $671,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $642,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $671,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $642,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $671,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $642,094 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $642,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4 SHARES AFFILIATED MANAGERS GROUP | P | 2018-12-18 | 2018-12-19 | $383 | $384 | -$1 | -$1 |
| 15 SHARES ARTISAN PARTNERS ASSET MGMT | P | 2018-10-05 | 2018-12-19 | $340 | $476 | -$136 | -$136 |
| 22 SHARES GLOBAL INCORPORATED | P | 2018-10-02 | 2018-12-19 | $1,037 | $1,365 | -$328 | -$328 |
| 254 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2018-03-27 | 2018-09-25 | $6,927 | $8,180 | -$1,253 | -$1,253 |
| 25 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2018-03-27 | 2018-10-04 | $676 | $805 | -$129 | -$129 |
| 97 SHARES NIELSEN HLDGS PLC SHS EUR | P | 2018-03-27 | 2018-12-19 | $2,455 | $3,124 | -$669 | -$669 |
| 116 SHARES ACTUANT CORPORATION | P | 2016-11-22 | 2018-07-02 | $3,372 | $3,062 | $310 | $310 |
| 40 SHARES BROADRIDGE FINL SOLUTIONS INC | P | 2016-11-22 | 2018-03-16 | $4,287 | $2,619 | $1,668 | $1,668 |
| 19 SHARES BROADRIDGE FINL SOLUTIONS INC | P | 2016-11-22 | 2018-07-02 | $2,195 | $1,244 | $951 | $951 |
| 61 SHARES BROADRIDGE FINL SOLUTIONS INC | P | 2016-11-22 | 2018-08-02 | $6,974 | $3,993 | $2,981 | $2,981 |
| 25 SHARES BROADRIDGE FINL SOLUTIONS INC | P | 2016-11-22 | 2018-10-04 | $3,181 | $1,637 | $1,544 | $1,544 |
| 79 SHARES BROWN & BROWN INC | P | 2016-11-22 | 2018-07-02 | $2,191 | $1,680 | $511 | $511 |
| 116 SHARES BROWN & BROWN INC | P | 2016-11-22 | 2018-10-04 | $3,434 | $2,467 | $967 | $967 |
| 107 SHARES BROWN & BROWN INC | P | 2016-11-22 | 2018-12-19 | $2,954 | $2,276 | $678 | $678 |
| 30 SHARES C H ROBINSON WORLDWIDE INC | P | 2016-11-22 | 2018-10-04 | $2,931 | $2,216 | $715 | $715 |
| 7 SHARES C H ROBINSON WORLDWIDE INC | P | 2016-11-22 | 2018-12-19 | $601 | $517 | $84 | $84 |
| 12 SHARES CINTAS CORPORATION | P | 2016-11-22 | 2018-07-02 | $2,257 | $1,378 | $879 | $879 |
| 11 SHARES CINTAS CORPORATION | P | 2016-11-22 | 2018-09-17 | $2,354 | $1,263 | $1,091 | $1,091 |
| 67 SHARES CINTAS CORPORATION | P | 2016-11-22 | 2018-09-18 | $14,327 | $7,693 | $6,634 | $6,634 |
| 15 SHARES FASTENAL COMPANY | P | 2016-11-22 | 2018-10-04 | $851 | $688 | $163 | $163 |
| 22 SHARES FASTENAL COMPANY | P | 2016-11-22 | 2018-12-19 | $1,160 | $1,009 | $151 | $151 |
| 13 SHARES GRACO INCORPORATED | P | 2016-11-22 | 2018-12-19 | $537 | $354 | $183 | $183 |
| 22 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-05-22 | $1,061 | $796 | $265 | $265 |
| 21 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-06-13 | $982 | $760 | $222 | $222 |
| 58 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-06-14 | $2,681 | $2,100 | $581 | $581 |
| 10 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-06-15 | $462 | $362 | $100 | $100 |
| 21 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-06-18 | $979 | $760 | $219 | $219 |
| 23 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-06-19 | $1,080 | $833 | $247 | $247 |
| 17 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-08-24 | $871 | $615 | $256 | $256 |
| 19 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-08-27 | $979 | $688 | $291 | $291 |
| 7 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-08-28 | $358 | $253 | $105 | $105 |
| 31 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-08-29 | $1,580 | $1,122 | $458 | $458 |
| 25 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-08-30 | $1,275 | $905 | $370 | $370 |
| 27 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-08-31 | $1,378 | $977 | $401 | $401 |
| 61 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-09-04 | $3,114 | $2,208 | $906 | $906 |
| 19 SHARES HILLENBRAND INC | P | 2016-11-22 | 2018-10-04 | $996 | $688 | $308 | $308 |
| 32 SHARES LPL FINL HLDGS INC | P | 2016-11-22 | 2018-01-04 | $1,884 | $1,299 | $585 | $585 |
| 96 SHARES LPL FINL HLDGS INC | P | 2016-11-22 | 2018-02-14 | $6,147 | $3,898 | $2,249 | $2,249 |
| 62 SHARES LPL FINL HLDGS INC | P | 2016-11-22 | 2018-05-04 | $3,998 | $2,518 | $1,480 | $1,480 |
| 5 SHARES LPL FINL HLDGS INC | P | 2016-11-22 | 2018-10-04 | $324 | $203 | $121 | $121 |
| 40 SHARES LPL FINL HLDGS INC | P | 2016-11-22 | 2018-12-19 | $2,426 | $1,624 | $802 | $802 |
| 20 SHARES LANDSTAR SYSTEMS INC | P | 2016-11-22 | 2018-10-04 | $2,307 | $1,605 | $702 | $702 |
| 1 SHARE MARKEL CORPORATION | P | 2016-11-22 | 2018-10-04 | $1,176 | $901 | $275 | $275 |
| 53 SHARES MATTHEWS INTERNATIONAL CORP | P | 2016-11-22 | 2018-07-02 | $3,135 | $3,768 | -$633 | -$633 |
| 15 SHARES MCCORMICK & COMPANY INC | P | 2016-11-22 | 2018-07-02 | $1,731 | $1,393 | $338 | $338 |
| 21 SHARES MCCORMICK & COMPANY INC | P | 2016-11-22 | 2018-10-04 | $2,836 | $1,950 | $886 | $886 |
| 22 SHARES MCCORMICK & COMPANY INC | P | 2016-11-22 | 2018-12-19 | $3,202 | $2,043 | $1,159 | $1,159 |
| 35 SHARES POST HLDGS INC | P | 2016-11-22 | 2018-10-04 | $3,311 | $2,612 | $699 | $699 |
| 19 SHARES POST HLDGS INC | P | 2016-11-22 | 2018-12-19 | $1,750 | $1,418 | $332 | $332 |
| 49 SHARES STERICYCLE INC | P | 2016-11-22 | 2018-07-02 | $3,185 | $3,703 | -$518 | -$518 |
| 12 SHARES STERICYCLE INC | P | 2016-11-22 | 2018-12-19 | $472 | $907 | -$435 | -$435 |
| 8 SHARES WATERS CORPORATION | P | 2016-11-22 | 2018-12-19 | $1,489 | $1,086 | $403 | $403 |
| 197 SHARES WESTERN UN COMPANY | P | 2016-11-22 | 2018-12-19 | $3,495 | $4,188 | -$693 | -$693 |
| 43 SHARES WILEY JOHN & SONS INC | P | 2016-11-22 | 2018-03-06 | $2,791 | $2,362 | $429 | $429 |
| 97 SHARES WILEY JOHN & SONS INC | P | 2016-11-22 | 2018-07-02 | $6,079 | $5,329 | $750 | $750 |
| 33 SHARES IHS MARKIT LIMITED SHS | P | 2016-11-22 | 2018-07-02 | $1,705 | $1,189 | $516 | $516 |
| 17 SHARES IHS MARKIT LIMITED SHS | P | 2016-11-22 | 2018-10-04 | $914 | $624 | $290 | $290 |
| 23 SHARES IHS MARKIT LIMITED SHS | P | 2016-11-22 | 2018-12-19 | $1,146 | $828 | $318 | $318 |
| 37 SHARES WILLIS TOWERS WATSON PUB LIMITED SHS | P | 2016-11-22 | 2018-12-19 | $5,671 | $4,623 | $1,048 | $1,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,826 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,516 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,605 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $767,022 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06598 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,975 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $751,481 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01860 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $857,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,665 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $914,131 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03245 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $928,210 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05459 | DistributionYr5Rt |
| Total Distribution | 0.272201 | TotalDistributionRt |
| Average Distribution | 0.054440 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $718,880 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,136 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,479 | QualifyingDistributionsAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $507,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $729,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $729,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $718,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,944 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $35,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $35,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $35,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,479 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $23,479 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $23,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,944 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $25,506 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $12,254 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,479 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,479 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $12,465 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,465 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,295 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $25,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,041 | ExcessFromYear3Amt |
| Excess From Year1 | $12,254 | 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 |
|---|---|---|---|---|---|---|
| Temple Adath Israel | ||||||
| PO Box 1109 | Cleveland | MS | 38732 | PC | Religious | $5,000 |
| Canine Companions Fund | ||||||
| PO Box 680388 | Orlando | FL | 32868 | PC | Charitable | $18,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,479 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,258 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,826 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,240 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,826 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,066 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| 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 | $16,508 | Amt |
| Net Investment Income | $16,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $301 | Amt |