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SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SEIBERLICH FAMILY FOUNDATION (EIN 86-0820737)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-26
IRS object ID
201802699349100755
Schema version
2017v2.3
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)
Return2018-09-26T16:19:35-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Phone6512755194PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15610 NORWICH PKWY UNIT 411AddressLine1Txt
CityOAK PARK HEIGHTSCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55082ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES L SEIBERLICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6512755194PhoneNum
Signature2018-09-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY KENYONPreparerPersonNm
PTINP01201668PTIN
Phone9523452500PhoneNum
Preparation2018-09-18PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.203.248.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-26IPDt
IP Tm16:19:35IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE471CB6AF59432413A236494EC0F70D0B44091D9AtSubmissionCreationDeviceId
At Submission Filing Device IdE471CB6AF59432413A236494EC0F70D0B44091D9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,908,156FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,424ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,781InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,031InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,781InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$22,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,678DividendsNetInvstIncmAmt
Dividends Adj Net Incm$22,678DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,902NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,000GrossSalesPriceAmt
Total Rev And Expnss$24,981TotalRevAndExpnssAmt
Total Net Invst Incm$23,709TotalNetInvstIncmAmt
Total Adj Net Incm$25,459TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,676OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,676OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$324TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$417OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$398OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,517TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,174TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,017TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,174TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,964ExcessRevenueOverExpensesAmt
Net Investment Income$20,535NetInvestmentIncomeAmt
Adjusted Net Income$25,459AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,534CashBOYAmt
Cash EOY$109,816CashEOYAmt
Cash EOYFMV$109,817CashEOYFMVAmt
US Government Obligations BOY$128,972USGovernmentObligationsBOYAmt
US Government Obligations EOY$77,071USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$75,232USGovtObligationsEOYFMVAmt
Corporate Stock BOY$51,494CorporateStockBOYAmt
Corporate Stock EOY$51,494CorporateStockEOYAmt
Corporate Stock EOYFMV$1,697,542CorporateStockEOYFMVAmt
Corporate Bonds BOY$26,279CorporateBondsBOYAmt
Corporate Bonds EOY$26,279CorporateBondsEOYAmt
Corporate Bonds EOYFMV$25,565CorporateBondsEOYFMVAmt
Other Assets BOY$417OtherAssetsBOYAmt
Total Assets BOY$250,696TotalAssetsBOYAmt
Total Assets EOY$264,660TotalAssetsEOYAmt
Total Assets EOYFMV$1,908,156TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$250,696UnrestrictedBOYAmt
Unrestricted EOY$264,660UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$250,696TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$264,660TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$250,696TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$264,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$250,696TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,964ExcessRevenueOverExpensesAmt
Subtotal$264,660SubtotalAmt
Tot Net Ast Or Fund Balances EOY$264,660TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$65,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,265,137NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051378DistributionYr1Rt
Adjusted Qlfy Distri Yr2$60,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,137,072NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052767DistributionYr2Rt
Adjusted Qlfy Distri Yr3$74,589AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$899,868NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.082889DistributionYr3Rt
Adjusted Qlfy Distri Yr4$25,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$836,608NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029883DistributionYr4Rt
Adjusted Qlfy Distri Yr5$64,650AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$748,596NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.086362DistributionYr5Rt
Total Distribution0.303279TotalDistributionRt
Average Distribution0.060656AverageDistributionRt
Net Vl Noncharitable Assets$1,601,525NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$97,142AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$205NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$97,347AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$411InvestmentIncomeExciseTaxAmt
Subtotal$411SubtotalAmt
Tax Based On Investment Income$411TaxBasedOnInvestmentIncomeAmt
Tax Due$411TaxDueAmt

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 BooksJAMES L SEIBERLICHIndividualWithBooksNm
Phone6512755194PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15610 NORWICH PKWY UNIT 411AddressLine1Txt
CityOAK PARK HEIGHTSCityNm
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

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 HEIGHTSMN55082TRUSTEE000.00$0$0$0
LIZABETH L ERICKSON
11900 102ND STREET NORTHSTILLWATERMN55082TRUSTEE000.00$0$0$0
TOBY SEIBERLICH
13503 W MEDLOCK DRLITCHFIELDAZ85340TRUSTEE000.00$0$0$0
ANGELA SEIBERLICH
160 WEDGEWOODMAHTOMEDIMN55115TRUSTEE000.00$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$1,547,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,281AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,625,914TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,625,914AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,601,525NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,076MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,076MinimumInvestmentReturnAmt
Tax Based On Investment Income$411TaxBasedOnInvestmentIncomeAmt
Total Tax$411TotalTaxAmt
Distributable Before Adj$79,665DistributableBeforeAdjAmt
Distributable Before Ded$79,665DistributableBeforeDedAmt
Distributable As Adjusted$79,665DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,500ExpensesAndContributionsAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,665DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27,920ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$75,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,530ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,067ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$108,517TotalExcessDistributionCyovAmt
Qualifying Distributions$7,500QualifyingDistributionsAmt
Applied To Current Year$7,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$72,165ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$72,165ExcessDistributionCyovAppCYAmt
Total Corpus$36,352TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$36,352ExcessDistriCyovToNextYrAmt
Excess From Year3$30,755ExcessFromYear3Amt
Excess From Year2$3,530ExcessFromYear2Amt
Excess From Year1$2,067ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1COURAGE KENNY REHABILITATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13915 GOLDEN VALLEY ROADAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55422ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$7,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,781ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,678ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,902ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,557ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,557TotalIncomeProducingActyAmt

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$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetST CLOUD MET TRANAssetDesc
Acquired2014-03AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2017-06SoldDt
Gross Sales Price$50,000GrossSalesPriceAmt
Basis$51,902BasisAmt
Total Net-$1,902TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
Bond25000 SHS WAL-MART STORES, INC.BondNm
EOY Book Value$26,279EOYBookValueAmt
EOYFMV$25,565EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock7700 SHS UNITED HEALTHCAREStockNm
EOY Book Value$51,494EOYBookValueAmt
EOYFMV$1,697,542EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescINTEREST RECEIVABLEDesc
BOY Book Value$417BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INTEREST REVERSAL - TAXABLE$398$398
INTEREST REVERSAL - MUNI$19

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySCHWAB ADVISOR FEESCategoryTxt
Amt$1,676Amt
Net Investment Income$1,676NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$324Amt

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