DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DAN SELIGMAN FAMILY CHARITABLE FOUNDATION INC (EIN 65-0781900)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349101308
- Schema version
- 2017v2.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T11:16:40-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-13 | 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 | 2017 | 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 | $738,539 | 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 | $385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $385 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,787 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,787 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,570 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,561 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,742 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $461 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $461 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $14,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,727 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $45,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,605 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,605 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $186,767 | CashBOYAmt |
| Cash EOY | $219,222 | CashEOYAmt |
| Cash EOYFMV | $219,222 | 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 | $532,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $436,592 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,317 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $734,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $671,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $738,539 | 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 | $693,853 | RetainedEarningBOYAmt |
| Retained Earning EOY | $630,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $734,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $671,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $734,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $671,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $734,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,051 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $671,815 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $671,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 SHARES BROADRIDGE FINL SOLUTIONS | P | 2016-11-22 | 2017-09-18 | $1,974 | $1,637 | $337 | $337 |
| 138 SHARES BROADRIDGE FINL SOLUTIONS | P | 2016-11-22 | 2017-09-19 | $10,860 | $9,034 | $1,826 | $1,826 |
| 2 SHARES CABLEONE INCORPORATED | P | 2016-11-22 | 2017-06-26 | $1,433 | $1,177 | $256 | $256 |
| 3 SHARES CABLEONE INCORPORATED | P | 2016-11-22 | 2017-06-27 | $2,147 | $1,766 | $381 | $381 |
| 5 SHARES CABLEONE INCORPORATED | P | 2016-11-22 | 2017-06-28 | $3,548 | $2,943 | $605 | $605 |
| 1 SHARE CABLEONE INCORPORATED | P | 2016-11-25 | 2017-06-28 | $710 | $588 | $122 | $122 |
| 10 SHARES CINTAS CORPORATION | P | 2016-11-22 | 2017-07-25 | $1,372 | $1,148 | $224 | $224 |
| 119 SHARES EQUIFAX | P | 2016-11-22 | 2017-10-04 | $13,303 | $14,325 | -$1,022 | -$1,022 |
| 3 SHARES EQUIFAX | P | 2016-11-25 | 2017-10-04 | $335 | $359 | -$24 | -$24 |
| 35 SHARES GRACO INCORPORATED | P | 2016-11-22 | 2017-04-28 | $3,786 | $2,857 | $929 | $929 |
| 64 SHARES GRACO INCORPORATED | P | 2016-11-22 | 2017-07-26 | $6,784 | $5,225 | $1,559 | $1,559 |
| 62 SHARES LPL FINL HLDGS INCORPORATED | P | 2016-11-22 | 2017-04-28 | $2,616 | $2,518 | $98 | $98 |
| 143 SHARES LPL FINL HLDGS INCORPORATED | P | 2016-11-22 | 2017-10-11 | $7,560 | $5,807 | $1,753 | $1,753 |
| 28 SHARES LANDSTAR SYSTEMS INCORPORATED | P | 2016-11-22 | 2017-10-11 | $2,793 | $2,246 | $547 | $547 |
| 185 SHARES LEGG MASON INCORPORATED | P | 2016-11-22 | 2017-10-11 | $7,135 | $5,946 | $1,189 | $1,189 |
| 2 SHARES MARKEL CORPORATION | P | 2016-11-22 | 2017-10-11 | $2,206 | $1,803 | $403 | $403 |
| 2 SHARES MATTHEWS INTERNATIONAL CORPORATION | P | 2016-11-22 | 2017-09-15 | $118 | $142 | -$24 | -$24 |
| 312 SHARES NOW INCORPORATED | P | 2016-11-22 | 2017-02-13 | $6,981 | $6,387 | $594 | $594 |
| 172 SHARES NOW INCORPORATED | P | 2016-11-22 | 2017-03-01 | $3,355 | $3,521 | -$166 | -$166 |
| 72 SHARES NOW INCORPORATED | P | 2016-11-22 | 2017-03-03 | $1,367 | $1,474 | -$107 | -$107 |
| 49 SHARES NOW INCORPORATED | P | 2016-11-22 | 2017-03-06 | $926 | $1,003 | -$77 | -$77 |
| 29 SHARES NOW INCORPORATED | P | 2016-11-22 | 2017-03-07 | $540 | $594 | -$54 | -$54 |
| 23 SHARES WATERS CORPORATION | P | 2016-11-22 | 2017-10-11 | $4,259 | $3,121 | $1,138 | $1,138 |
| 67 SHARES IHS MARKIT LIMITED SHS | P | 2016-11-22 | 2017-10-11 | $2,929 | $2,413 | $516 | $516 |
| 51 SHARES WILLIS TOWERS WATSON PUB LIMITED | P | 2016-11-22 | 2017-10-11 | $7,949 | $6,373 | $1,576 | $1,576 |
| 70 SHARES BROADRIDGE FINL SOLUTIONS | P | 2016-11-22 | 2017-12-21 | $6,412 | $4,583 | $1,829 | $1,829 |
| 95 SHARES BROWN & BROWN INCORPORATED | P | 2016-11-22 | 2017-12-21 | $4,877 | $4,041 | $836 | $836 |
| 46 SHARES C H ROBINSON WORLDWIDE INC | P | 2016-11-22 | 2017-12-21 | $3,975 | $3,398 | $577 | $577 |
| 19 SHARES CINTAS CORPORATION | P | 2016-11-22 | 2017-12-21 | $3,007 | $2,182 | $825 | $825 |
| 30 SHARES FASTENAL COMPANY | P | 2016-11-22 | 2017-12-21 | $1,609 | $1,376 | $233 | $233 |
| 18 SHARES GRACO INCORPORATED | P | 2016-11-22 | 2017-12-21 | $2,405 | $1,470 | $935 | $935 |
| 134 SHARES HILLENBRAND INC | P | 2016-11-22 | 2017-12-21 | $6,063 | $4,851 | $1,212 | $1,212 |
| 78 SHARES LPL FINL HLDGS INCORPORATED | P | 2016-11-22 | 2017-12-21 | $4,410 | $3,167 | $1,243 | $1,243 |
| 21 SHARES LANDSTAR SYSTEMS INCORPORATED | P | 2016-11-22 | 2017-12-21 | $2,181 | $1,685 | $496 | $496 |
| 122 SHARES LEGG MASON INCORPORATED | P | 2016-11-22 | 2017-12-21 | $5,154 | $3,921 | $1,233 | $1,233 |
| 1 SHARE MARKEL CORPORATION | P | 2016-11-22 | 2017-12-21 | $1,131 | $901 | $230 | $230 |
| 14 SHARES MCCORMICK & COMPANY INC | P | 2016-11-22 | 2017-12-21 | $1,417 | $1,300 | $117 | $117 |
| 1 SHARE STERICYCLE | P | 2016-02-24 | 2017-12-21 | $69 | $111 | -$42 | -$42 |
| 59 SHARES STERICYCLE | P | 2016-11-22 | 2017-12-21 | $4,053 | $4,459 | -$406 | -$406 |
| 8 SHARES WATERS CORPORATION | P | 2016-11-22 | 2017-12-21 | $1,565 | $1,086 | $479 | $479 |
| 115 SHARES WESTERN UNION COMPANY | P | 2016-11-22 | 2017-12-21 | $2,232 | $2,445 | -$213 | -$213 |
| 86 SHARES WILEY JOHN & SONS INC | P | 2016-11-22 | 2017-12-21 | $5,668 | $4,725 | $943 | $943 |
| 28 SHARES IHS MARKIT LIMITED SHS | P | 2016-11-22 | 2017-12-21 | $1,272 | $1,008 | $264 | $264 |
| 7 SHARES WILLIS TOWERS WATSON PUB LIMITED | P | 2016-11-22 | 2017-12-21 | $1,075 | $875 | $200 | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,975 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $751,481 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,240 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $857,409 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.10058 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,665 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $914,131 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03245 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $928,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05459 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,902 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $902,594 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02094 | DistributionYr5Rt |
| Total Distribution | 0.227167 | TotalDistributionRt |
| Average Distribution | 0.045433 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $767,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,848 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,848 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,605 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| 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 |
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 | $555,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $207,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $778,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $778,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,681 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $767,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,351 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,351 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $38,351 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,351 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,605 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,605 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $50,605 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,351 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $25,506 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $25,506 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,605 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,254 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,760 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $37,760 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $25,506 | ExcessFromYear2Amt |
| Excess From Current Year | $12,254 | ExcessFromCurrentYearAmt |
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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| University of Mississippi Foundatio | ||||||
| Office of the Chancellor | University | MS | 38677 | PC | Educational | $7,000 |
| Habitat for Humanity | ||||||
| 721 West Church Street | Americaus | GA | 31704 | PC | Charitable | $5,000 |
| Bolles School Foundation | ||||||
| 7400 San Jose Blvd | Jacksonville | FL | 32217 | PC | Educational | $5,000 |
| Canine Companions Fund | ||||||
| PO Box 680388 | Orlando | FL | 32868 | PC | Charitable | $13,605 |
| Make A Wish Foundation | ||||||
| 1020 North Orlando Avenue Suite 100 | Maitland | FL | 32751 | PC | Charitable | $2,000 |
| Arnold Palmer Endowment | ||||||
| 3160 Southgate Commerce Blvd | Orlando | FL | 32806 | PC | Charitable | $13,000 |
| Russell Home for Atypical Children | ||||||
| 501 Holden Avenue | Orlando | FL | 32839 | PC | Charitable | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,605 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $385 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,787 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $23,570 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,570 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,742 | 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 (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Actuant Corporation - 869 shares | $22,773 | $21,986 |
| Broadridge Finl Solutions - 312 shares | $20,428 | $28,261 |
| Brown & Brown - 697 shares | $29,650 | $35,868 |
| C H Robinson Worldwide Inc. - 248 shares | $18,319 | $22,094 |
| Cable One Incorporation - 11 shares | ||
| Cintas Corporation - 90 shares | $10,334 | $14,025 |
| Equifax Incorporated - 122 shares | ||
| Fastenal Company - 266 shares | $12,199 | $14,548 |
| Graco Incorporated - 159 shares | $4,327 | $7,190 |
| Hillenbrand Inc. - 631 shares | $22,843 | $28,206 |
| LPL Finl Hldgs Inc. - 633 shares | $25,702 | $36,170 |
| Landstar Systems Inc. - 205 shares | $16,447 | $21,341 |
| Legg Mason Inc. - 847 shares | $27,223 | $35,557 |
| Markel Corp - 13 shares | $11,719 | $14,809 |
| Matthews International Corp - 396 shares | $27,832 | $20,909 |
| McCormick & Company Inc. - 141 shares | $13,091 | $14,369 |
| NOW Inc. - 634 shares | ||
| Post Hldgs Inc - 185 shares | $13,810 | $14,658 |
| Stericycle Inc. - 522 shares | $36,048 | $35,491 |
| Waters Corporation - 73 shares | $9,905 | $14,103 |
| Western UN Company - 2211 shares | $46,442 | $42,031 |
| Wiley John & Sons Inc. - 490 shares | $26,925 | $32,218 |
| IHS Markit Limited - 315 shares | $11,338 | $14,222 |
| Willis Towers Watson Pub - 234 shares | $29,237 | $35,261 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $461 | LegalFeesAmt |
| Net Investment Income | $461 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Advisory fees | CategoryTxt |
| Amt | $14,727 | Amt |
| Net Investment Income | $14,727 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |