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SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SEIBERLICH FAMILY FOUNDATION (EIN 86-0820737)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-01
IRS object ID
202322449349100202
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-01T09:51:56-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411227298PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CUMMINGS KEEGAN & CO PLLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1600 HIGHWAY 169 SOUTH STE 1625AddressLine1Txt
CityST LOUIS PARKCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554261209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN860820737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SEIBERLICH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSEIBBusinessNameControlTxt
Phone6512388723PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11002 3RD AVE SAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANGELA SEIBERLICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6512755194PhoneNum
Signature2023-08-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANGELAPersonFirstNm
Person LastSEIBERLICHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY KENYONPreparerPersonNm
PTINP01201668PTIN
Phone9523452500PhoneNum
Preparation2023-08-28PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,576,364FMVAssetsEOYAmt
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$2,360InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,360InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,360InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$42,756DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,756DividendsNetInvstIncmAmt
Dividends Adj Net Incm$42,756DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$126,694NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$331,722GrossSalesPriceAmt
Total Rev And Expnss$171,810TotalRevAndExpnssAmt
Total Net Invst Incm$45,116TotalNetInvstIncmAmt
Total Adj Net Incm$45,116TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,315AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,315AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,315AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$359OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$359OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$600TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,674TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$2,315TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$190,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$190,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$193,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,674TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$2,315TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$190,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$21,464ExcessRevenueOverExpensesAmt
Net Investment Income$42,442NetInvestmentIncomeAmt
Adjusted Net Income$42,801AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$74,600CashBOYAmt
Cash EOY$51,015CashEOYAmt
Cash EOYFMV$51,015CashEOYFMVAmt
US Government Obligations BOY$30,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$98,479USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$95,965USGovtObligationsEOYFMVAmt
Corporate Stock BOY$44,304CorporateStockBOYAmt
Corporate Stock EOY$42,633CorporateStockEOYAmt
Corporate Stock EOYFMV$3,379,898CorporateStockEOYFMVAmt
Corporate Bonds BOY$101,082CorporateBondsBOYAmt
Corporate Bonds EOY$52,726CorporateBondsEOYAmt
Corporate Bonds EOYFMV$49,486CorporateBondsEOYFMVAmt
Total Assets BOY$249,986TotalAssetsBOYAmt
Total Assets EOY$244,853TotalAssetsEOYAmt
Total Assets EOYFMV$3,576,364TotalAssetsEOYFMVAmt
Other Liabilities EOY$15,000OtherLiabilitiesEOYAmt
Total Liabilities EOY$15,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$249,986NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$229,853NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$249,986TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$229,853TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$249,986TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$244,853TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$249,986TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$21,464ExcessRevenueOverExpensesAmt
Other Increases$1,331OtherIncreasesAmt
Subtotal$229,853SubtotalAmt
Tot Net Ast Or Fund Balances EOY$229,853TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$590InvestmentIncomeExciseTaxAmt
Subtotal$590SubtotalAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$42EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$642TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$20EsPenaltyAmt
Overpayment$32OverpaymentAmt
Applied To ES Tax$32AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
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
Individual With BooksANGELA SEIBERLICHIndividualWithBooksNm
Phone6512388723PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11002 3RD AVE SAddressLine1Txt
CitySTILLWATERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55082ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LIZABETH L ERICKSON
16 E PLEASANT LAKE RDNORTH OAKSMN55127TRUSTEE1.00$0$0$0
TOBY SEIBERLICH
13503 W MEDLOCK DRLITCHFIELDAZ85340TRUSTEE1.00$0$0$0
ANGELA SEIBERLICH
1002 3RD AVE SSTILLWATERMN55082TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,548,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,917AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,602,951TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,602,951AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,548,907NetVlNoncharitableAssetsAmt
Minimum Investment Return$177,445MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$177,445MinimumInvestmentReturnAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Total Tax$590TotalTaxAmt
Distributable Before Adj$176,855DistributableBeforeAdjAmt
Distributable Before Ded$176,855DistributableBeforeDedAmt
Distributable As Adjusted$176,855DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,000ExpensesAndContributionsAmt
Qualifying Distributions$190,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$176,855DistributableAsAdjustedAmt
Undistributed Income PY$4,282UndistributedIncomePYAmt
Qualifying Distributions$190,000QualifyingDistributionsAmt
Applied To Year1$4,282AppliedToYear1Amt
Applied To Current Year$176,855AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,863RemainingDistriFromCorpusAmt
Total Corpus$8,863TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,863ExcessDistriCyovToNextYrAmt
Excess From Current Year$8,863ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
PARTNERS 4 HOPE
1004 5TH ST NSTILLWATERMN55082CHARITABLE CONTRIBUTION$50,000
HABITAT FOR HUMANITY SARASOTA
2095 17TH STSARASOTAFL34234CHARITABLE CONTRIBUTION$3,000
FEEDING SOUTH FLORIDA
2501 SW 32 TERRACEPEMBROKE PARKFL33023CHARITABLE CONTRIBUTION$3,000
NATIONAL DIAPER BANK NETWORK
155 EAST STREETNEW HAVENCT06511CHARITABLE CONTRIBUTION$8,000
TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069CHARITABLE CONTRIBUTION$8,000
DREAM FACTORY
410 W CHESTNUT STLOUISVILLEKY40202CHARITABLE CONTRIBUTION$8,000SUITE 530
SOLDIER'S BEST FRIEND
14505 N 75TH AVEPEORIAAZ85381CHARITABLE CONTRIBUTION$30,000
VETERANS ON THE LAKE
161 FERNBERG RDELYMN55731CHARITABLE CONTRIBUTION$30,000
NATIONAL MS SOCIETY
2829 UNIVERSITY AVE SEMINNEAPOLISMN55414CHARITABLE CONTRIBUTION$15,000SUITE 900
ST ODILIA CATHOLIC CHURCH
3495 VICTORIA ST NSHOREVIEWMN55126CHARITABLE CONTRIBUTION$15,000
DAKOTA CTY DRUG TASK FORCE
1590 HIGHWAY 55HASTINGSMN55033CHARITABLE CONTRIBUTION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$190,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,360ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,756ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$126,694ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$171,810ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$171,810TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,315Amt
Net Investment Income$2,315NetInvestmentIncomeAmt
Adjusted Net Income$2,315AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
50,000 SH AMERICAN EXPRESS2018-06PURCHASE2022-09$50,000$48,356$1,644
250 SH UNITED HEALTH GRP INC1997-02PURCHASE2022-06$126,722$1,672$125,050
SCHWAB TREASURY OBLIG2020-03PURCHASE2022-06$30,000$30,000
SCHWAB TREASURY OBLIG2022-06PURCHASE2022-10$125,000$125,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
50,000 AMERICAN EXPRESS 2.4% 22
50,000 WELLS FARGO & CO$52,726$49,486

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock6,375 SHS UNITED HEALTHCAREStockNm
EOY Book Value$42,633EOYBookValueAmt
EOYFMV$3,379,898EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINTEREST AMORTIZATIONDesc
Amt$1,331Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDONATION CHECK UNCLEAREDDesc
EOY Book Value$15,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCHARLES SCHWAB ADVISOR FEESCategoryTxt
Amt$359Amt
Net Investment Income$359NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$600Amt

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