SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SEIBERLICH FAMILY FOUNDATION (EIN 86-0820737)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-12
IRS object ID: 202123169349103347
Schema version: 2020v4.0
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T14:00:41-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	411227298	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CUMMINGS KEEGAN & CO PLLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	600 HIGHWAY 169 SOUTH STE 1625	AddressLine1Txt
City	ST LOUIS PARK	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	554261209	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	860820737	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEIBERLICH FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SEIB	BusinessNameControlTxt
Phone	6512388723	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1002 3RD AVE S	AddressLine1Txt
City	STILLWATER	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55082	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANGELA SEIBERLICH	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6512755194	PhoneNum
Signature	2021-10-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ANGELA	PersonFirstNm
Person Last	SEIBERLICH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TIMOTHY KENYON	PreparerPersonNm
PTIN	P01201668	PTIN
Phone	9523452500	PhoneNum
Preparation	2021-10-28	PreparationDt

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,494,512	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	$2,697	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,561	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2,697	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$32,007	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$32,007	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$32,007	DividendsAdjNetIncmAmt
Total Rev And Expnss	$34,704	TotalRevAndExpnssAmt
Total Net Invst Incm	$34,568	TotalNetInvstIncmAmt
Total Adj Net Incm	$34,704	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,525	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,525	AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss	$758	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$758	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$546	TaxesRevAndExpnssAmt
Taxes Adj Net Incm	$546	TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$2,829	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,283	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$546	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,829	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,283	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$546	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$31,875	ExcessRevenueOverExpensesAmt
Net Investment Income	$32,285	NetInvestmentIncomeAmt
Adjusted Net Income	$34,158	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$10,544	CashBOYAmt
Cash EOY	$39,059	CashEOYAmt
Cash EOYFMV	$39,059	CashEOYFMVAmt
US Government Obligations BOY	$26,127	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$30,000	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$30,000	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$44,304	CorporateStockBOYAmt
Corporate Stock EOY	$44,304	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,323,255	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$95,166	CorporateBondsBOYAmt
Corporate Bonds EOY	$98,356	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$102,198	CorporateBondsEOYFMVAmt
Total Assets BOY	$176,141	TotalAssetsBOYAmt
Total Assets EOY	$211,719	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,494,512	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$176,141	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$211,719	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$176,141	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$211,719	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$176,141	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$211,719	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$176,141	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$31,875	ExcessRevenueOverExpensesAmt
Other Increases	$3,703	OtherIncreasesAmt
Subtotal	$211,719	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$211,719	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$449	InvestmentIncomeExciseTaxAmt
Subtotal	$449	SubtotalAmt
Tax Based On Investment Income	$449	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$600	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$600	TotalPaymentsAndCreditsAmt
Overpayment	$151	OverpaymentAmt
Applied To ES Tax	$0	AppliedToESTaxAmt
Refund	$151	RefundAmt

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
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	MN	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
Individual With Books	ANGELA SEIBERLICH	IndividualWithBooksNm
Phone	6512388723	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1002 3RD AVE S	AddressLine1Txt
City	STILLWATER	CityNm
State Abbreviation	MN	StateAbbreviationCd
ZIP	55082	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
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
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
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES L SEIBERLICHDECD 9222020
5610 NORWICH PKWY UNIT 411	OAK PARK HEIGHTS	MN	55082	TRUSTEE	1.00	$0	$0	$0
LIZABETH L ERICKSON
16 E PLEASANT LAKE RD	NORTH OAKS	MN	55127	TRUSTEE	1.00	$0	$0	$0
TOBY SEIBERLICH
13503 W MEDLOCK DR	LITCHFIELD	AZ	85340	TRUSTEE	1.00	$0	$0	$0
ANGELA SEIBERLICH
1002 3RD AVE S	STILLWATER	MN	55082	TRUSTEE	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,110,546	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$23,543	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,134,089	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$2,134,089	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$32,011	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,102,078	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$105,104	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$105,104	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$449	TaxBasedOnInvestmentIncomeAmt
Total Tax	$449	TotalTaxAmt
Distributable Before Adj	$104,655	DistributableBeforeAdjAmt
Distributable Before Ded	$104,655	DistributableBeforeDedAmt
Distributable As Adjusted	$104,655	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$104,655	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$3,530	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$2,067	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$236,030	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$241,627	TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus	$104,655	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$104,655	ExcessDistributionCyovAppCYAmt
Total Corpus	$136,972	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$136,972	ExcessDistriCyovToNextYrAmt
Excess From Year2	$136,972	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,697	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$32,007	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$34,704	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$34,704	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 FEES	CategoryTxt
Amt	$1,525	Amt
Net Investment Income	$1,525	NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
50000 MORGAN STANLEY BA 2.7% 21	$50,000	$50,326
50000 AMERICAN EXPRESS 2.4% 22	$48,356	$51,872

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	6625 SHS UNITED HEALTHCARE	StockNm
EOY Book Value	$44,304	EOYBookValueAmt
EOYFMV	$2,323,255	EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	BOND AMORTIZATION DIFFERENCE	Desc
Amt	$3,703	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	SCHWAB ADVISOR FEES	CategoryTxt
Amt	$758	Amt
Net Investment Income	$758	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAX	CategoryTxt
Amt	$546	Amt
Adjusted Net Income	$546	AdjustedNetIncomeAmt

SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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