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SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SEIBERLICH FAMILY FOUNDATION (EIN 86-0820737)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-14
IRS object ID
202031969349101903
Schema version
2019v5.0
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)
Return2020-07-14T15:17:49-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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)
PersonJAMES L SEIBERLICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6512755194PhoneNum
Signature2020-07-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY KENYONPreparerPersonNm
PTINP01201668PTIN
Phone9523452500PhoneNum
Preparation2020-07-08PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,084,348FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,579ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,084InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,810InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,084InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$28,041DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,041DividendsNetInvstIncmAmt
Dividends Adj Net Incm$28,041DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$28,295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$54,164GrossSalesPriceAmt
Total Rev And Expnss$60,999TotalRevAndExpnssAmt
Total Net Invst Incm$30,851TotalNetInvstIncmAmt
Total Adj Net Incm$31,125TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,325AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,325AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,937OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,937OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$254TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$749OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$749OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,265TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,011TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$74,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$74,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$79,115TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,011TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$74,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,116ExcessRevenueOverExpensesAmt
Net Investment Income$26,840NetInvestmentIncomeAmt
Adjusted Net Income$31,125AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,510CashBOYAmt
Cash EOY$10,544CashEOYAmt
Cash EOYFMV$10,544CashEOYFMVAmt
US Government Obligations BOY$26,127USGovernmentObligationsBOYAmt
US Government Obligations EOY$26,127USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$25,018USGovtObligationsEOYFMVAmt
Corporate Stock BOY$45,174CorporateStockBOYAmt
Corporate Stock EOY$44,304CorporateStockEOYAmt
Corporate Stock EOYFMV$1,947,618CorporateStockEOYFMVAmt
Corporate Bonds BOY$121,446CorporateBondsBOYAmt
Corporate Bonds EOY$95,166CorporateBondsEOYAmt
Corporate Bonds EOYFMV$101,168CorporateBondsEOYFMVAmt
Total Assets BOY$194,257TotalAssetsBOYAmt
Total Assets EOY$176,141TotalAssetsEOYAmt
Total Assets EOYFMV$2,084,348TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$194,257NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$176,141NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$194,257TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$176,141TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$194,257TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$176,141TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$194,257TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,116ExcessRevenueOverExpensesAmt
Subtotal$176,141SubtotalAmt
Tot Net Ast Or Fund Balances EOY$176,141TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$338,246AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,054,474NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.164639DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,601,525NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.004683DistributionYr2Rt
Adjusted Qlfy Distri Yr3$65,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,265,137NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051378DistributionYr3Rt
Adjusted Qlfy Distri Yr4$60,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,137,072NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052767DistributionYr4Rt
Adjusted Qlfy Distri Yr5$74,589AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$899,868NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082889DistributionYr5Rt
Total Distribution0.356356TotalDistributionRt
Average Distribution0.071271AverageDistributionRt
Net Vl Noncharitable Assets$1,809,834NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$128,989AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$268NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$129,257AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$74,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$537InvestmentIncomeExciseTaxAmt
Subtotal$537SubtotalAmt
Tax Based On Investment Income$537TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$546TaxDueAmt

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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES L SEIBERLICH
5610 NORWICH PKWY UNIT 411OAK PARK HEIGHTSMN55082TRUSTEE1.00$0$0$0
LIZABETH L ERICKSON
11900 102ND STREET NORTHSTILLWATERMN55082TRUSTEE1.00$0$0$0
TOBY SEIBERLICH
13503 W MEDLOCK DRLITCHFIELDAZ85340TRUSTEE1.00$0$0$0
ANGELA SEIBERLICH
1002 3RD AVE SSTILLWATERMN55082TRUSTEE1.00$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$1,816,283AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,112AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,837,395TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,837,395AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,561CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,809,834NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,492MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,492MinimumInvestmentReturnAmt
Tax Based On Investment Income$537TaxBasedOnInvestmentIncomeAmt
Total Tax$537TotalTaxAmt
Distributable Before Adj$89,955DistributableBeforeAdjAmt
Distributable Before Ded$89,955DistributableBeforeDedAmt
Distributable As Adjusted$89,955DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$74,850ExpensesAndContributionsAmt
Qualifying Distributions$74,850QualifyingDistributionsAmt
Adjusted Qualifying Distri$74,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,955DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$30,755ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,530ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,067ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$236,030ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$272,382TotalExcessDistributionCyovAmt
Qualifying Distributions$74,850QualifyingDistributionsAmt
Applied To Current Year$74,850AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$15,105ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$15,105ExcessDistributionCyovAppCYAmt
Total Corpus$257,277TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,650ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$241,627ExcessDistriCyovToNextYrAmt
Excess From Year4$3,530ExcessFromYear4Amt
Excess From Year3$2,067ExcessFromYear3Amt
Excess From Year1$236,030ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
PRESBYTERIAN HOMES FOUNDATION
2845 HAMILINE AVENUE NROSEVILLEMN55113NONECHARITABLE$4,850
ST MICHAELS CHURCH
611 3RD STREET SOUTHSTILLWATERMN55082NONECHARITABLE$70,000TANZANIA SR PARISH
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$74,850TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,084ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,041ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,295ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$59,420ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,420TotalIncomeProducingActyAmt

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$1,325Amt
Net Investment Income$1,325NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
25000 WALMART INC.2016-12PURCHASE2019-02$25,000$25,000
130 UNITEDHEALTH GRP INC1997-02PURCHASE2019-09$29,164$869$28,295

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
25000 WAL MART STORES
50000 MORGAN STANLEY BA 2.7% 21$47,540$50,540
50000 AMERICAN EXPRESS 2.4% 22$47,626$50,628

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock6625 SHS UNITED HEALTHCAREStockNm
EOY Book Value$44,304EOYBookValueAmt
EOYFMV$1,947,618EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INTEREST REVERSAL - TAXABLE$749$749

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySCHWAB ADVISOR FEESCategoryTxt
Amt$1,937Amt
Net Investment Income$1,937NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$254Amt

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