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SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SEIBERLICH FAMILY FOUNDATION (EIN 86-0820737)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-31
IRS object ID
202242439349100524
Schema version
2021v4.0
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)
Return2022-08-31T17:49:14-04:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-08-15SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY KENYONPreparerPersonNm
PTINP01201668PTIN
Phone9523452500PhoneNum
Preparation2022-08-15PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,534,538FMVAssetsEOYAmt
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$2,023InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,023InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,023InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$37,104DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,104DividendsNetInvstIncmAmt
Dividends Adj Net Incm$37,104DividendsAdjNetIncmAmt
Total Rev And Expnss$39,127TotalRevAndExpnssAmt
Total Net Invst Incm$39,127TotalNetInvstIncmAmt
Total Adj Net Incm$39,127TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$227OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$227OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$449TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$16OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$227TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$692TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$227TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,435ExcessRevenueOverExpensesAmt
Net Investment Income$38,900NetInvestmentIncomeAmt
Adjusted Net Income$39,127AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,059CashBOYAmt
Cash EOY$74,600CashEOYAmt
Cash EOYFMV$74,599CashEOYFMVAmt
US Government Obligations BOY$30,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$30,000USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$30,000USGovtObligationsEOYFMVAmt
Corporate Stock BOY$44,304CorporateStockBOYAmt
Corporate Stock EOY$44,304CorporateStockEOYAmt
Corporate Stock EOYFMV$3,326,678CorporateStockEOYFMVAmt
Corporate Bonds BOY$98,356CorporateBondsBOYAmt
Corporate Bonds EOY$101,082CorporateBondsEOYAmt
Corporate Bonds EOYFMV$103,261CorporateBondsEOYFMVAmt
Total Assets BOY$211,719TotalAssetsBOYAmt
Total Assets EOY$249,986TotalAssetsEOYAmt
Total Assets EOYFMV$3,534,538TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$211,719NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$249,986NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$211,719TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$249,986TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$211,719TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$249,986TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$211,719TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,435ExcessRevenueOverExpensesAmt
Subtotal$250,154SubtotalAmt
Other Decreases$168OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$249,986TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$541InvestmentIncomeExciseTaxAmt
Subtotal$541SubtotalAmt
Tax Based On Investment Income$541TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Overpayment$46OverpaymentAmt
Applied To ES Tax$46AppliedToESTaxAmt

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$2,816,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,548AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,879,091TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,879,091AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,186CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,835,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$141,795MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$141,795MinimumInvestmentReturnAmt
Tax Based On Investment Income$541TaxBasedOnInvestmentIncomeAmt
Total Tax$541TotalTaxAmt
Distributable Before Adj$141,254DistributableBeforeAdjAmt
Distributable Before Ded$141,254DistributableBeforeDedAmt
Distributable As Adjusted$141,254DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$141,254DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$136,972ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$136,972TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$136,972ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$136,972ExcessDistributionCyovAppCYAmt
Undistributed Income CY$4,282UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,023ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,104ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,127ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,127TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
50,000 MORGAN STANLEY BA
50,000 AMERICAN EXPRESS 2.4% 22$48,356$50,720
50,000 WELLS FARGO & CO$52,726$52,541

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock6625 SHS UNITED HEALTHCAREStockNm
EOY Book Value$44,304EOYBookValueAmt
EOYFMV$3,326,678EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOND AMORTIZATION DIFFERENCEDesc
Amt$168Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INTEREST/PENALTY$16

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCHARLES SCHWAB ADVISOR FEESCategoryTxt
Amt$227Amt
Net Investment Income$227NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$449Amt

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