SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SEIBERLICH FAMILY FOUNDATION (EIN 86-0820737)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-03
IRS object ID
201231249349100908
Schema version
2011v1.2
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)
Timestamp2012-05-03T15:39:14-07:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1H & S ACCOUNTING LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110225 W THUNDERBIRD BLVDAddressLine1
CitySUN CITYCity
StateAZState
ZIP Code853516103ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN860820737EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SEIBERLICH FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSEIBNameControl
Phone6235466375Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line121612 YELLOWSTONE COURT NAddressLine1
CitySUN CITY WESTCity
StateAZState
ZIP Code85375ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAMES L SEIBERLICHName
TitleTrusteeTitle
Date Signed2012-05-01DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJanis W Ryan CPAName
Phone6239339363Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY776471FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss14346InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm14346InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm14346InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss4917DividendsRevAndExpnss
Dividends Net Invst Incm4917DividendsNetInvstIncm
Dividends Adj Net Incm4917DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss967NetGainSaleAssetsRevAndExpnss
Gross Sales Price40000GrossSalesPrice
Capital Gain Net Incm Net Invst Incm967CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses20230TotalRevenueAndExpenses
Total Net Investment Income20230TotalNetInvestmentIncome
Total Adjusted Net Income19263TotalAdjustedNetIncome
Tot Opr Expenses Rev And Expnss0TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss110000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps110000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss110000TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps110000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-89770ExcessOfRevenueOverExpenses
Net Investment Income20230NetInvestmentIncome
Adjusted Net Income19263AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY207510SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY131478SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV131478SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY146641InvestmentsGovtObligBOY
Investments Govt Oblig EOY131634InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV137356InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY78525InvestmentsCorpStockBOY
Investments Corp Stock EOY103550InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV454090InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY78376InvestmentsCorpBondsBOY
Investments Corp Bonds EOY54351InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV53547InvestmentsCorpBondsEOYFMV
Total Assets BOY511052TotalAssetsBOY
Total Assets EOY421013TotalAssetsEOY
Total Assets EOYFMV776471TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY511052RetainedEarningsBOY
Retained Earnings EOY421013RetainedEarningsEOY
Total Net Assets BOY511052TotalNetAssetsBOY
Total Net Assets EOY421013TotalNetAssetsEOY
Total Liabilities Net Assets BOY511052TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY421013TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY511052TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-89770ExcessOfRevenueOverExpenses
Subtotal421282Subtotal
Other Decreases269OtherDecreases
Total Net Assets Fund Balances EOY421013TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income967CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year125000QualifyingDistributionsYear1
Noncharitable Assets Year1744415NoncharitableAssetsYear1
Distribution Ratio Year10.03358DistributionRatioYear1
Qualifying Distributions Year235000QualifyingDistributionsYear2
Noncharitable Assets Year2680350NoncharitableAssetsYear2
Distribution Ratio Year20.05144DistributionRatioYear2
Qualifying Distributions Year325000QualifyingDistributionsYear3
Noncharitable Assets Year3740157NoncharitableAssetsYear3
Distribution Ratio Year30.03378DistributionRatioYear3
Qualifying Distributions Year420000QualifyingDistributionsYear4
Noncharitable Assets Year4808077NoncharitableAssetsYear4
Distribution Ratio Year40.02475DistributionRatioYear4
Qualifying Distributions Year589829QualifyingDistributionsYear5
Noncharitable Assets Year5784344NoncharitableAssetsYear5
Distribution Ratio Year50.11453DistributionRatioYear5
Total Distribution Ratio0.25808TotalDistributionRatio
Average Distribution Ratio0.05162AverageDistributionRatio
Net Noncharitable Assets777167NetNoncharitableAssets
Adjusted Noncharitable Assets40114AdjustedNoncharitableAssets
One Percent Net Investment Income202OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One40316AdjNonchrtblAssetsAndOnePct
Qualifying Distributions110000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax202InvestmentIncomeExciseTax
Subtotal202Subtotal
Tax Based On Investment Income202TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment387EstTaxPaymentsAndOverpayment
Total Credits And Payments387TotalCreditsAndPayments
Overpayment185Overpayment
Amount To Be Refunded185AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMNStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES L SEIBERLICHBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number6235466375BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line121612 YELLOWSTONE COURTAddressLine1
CitySUN CITY WESTCity
StateAZState
ZIP Code85375ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
ANGELA SEIBERLICH
160 WEDGEWOODMAHTOMEDIMN55115Trustee0.000
TOBY SEIBERLICH
13503 W MEDLOCK DRLITCHFIELD PARKAZ85340Trustee0.000
LIZABETH L ERICKSON
11900 102ND STREET NORTHSTILLWATERMN55082Trustee0.000
ANNELLA SEIBERLICH
21612 YELLOWSTONE COURTSUN CITY WESTAZ85375Trustee0.000
JAMES L SEIBERLICH
21612 YELLOWSTONE COURTSUN CITY WESTAZ85375Trustee0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities629165AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances159837AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets789002TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets789002AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable11835CashDeemedCharitable
Net Noncharitable Assets777167NetNoncharitableAssets
Minimum Investment Return38858MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return38858MinimumInvestmentReturn
Tax Based On Investment Income202TaxBasedOnInvestmentIncome
Total Tax202TotalTax
Distributable Amount Before Adj38656DistributableAmountBeforeAdj
Distributable Amount Before Ded38656DistributableAmountBeforeDed
Distributable Amount As Adjusted38656DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions110000ExpensesAndContributions
Qualifying Distributions110000QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm202OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions109798AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted38656DistributableAmountAsAdjusted
Excess Distri Carryover Year550954ExcessDistriCarryoverYear5
Excess Distri Carryover Year21486ExcessDistriCarryoverYear2
Total Excess Distri Carryover52440TotalExcessDistriCarryover
Qualifying Distributions110000QualifyingDistributions
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year38656AppliedToCurrentYear
Remaining Distri From Corpus71344RemainingDistriFromCorpus
Total Corpus123784TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year550954ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year72830ExcessDistriCyovToNextYear
Excess From Year21486ExcessFromYear2
Excess From Current Year71344ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ST MARYS OF THE ANGELS
1915 PENROD LNPINETOPAZ85935NONEGOODFOR CHARITABLE PURPOSES.$10,000
BENEVILLA
16752 N GREASEWOOD STSURPRISEAZ85374NONEGOODFOR CHARITABLE PURPOSES$100,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year110000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income14346RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income4917RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income967RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Related Or Exempt Function Income20230RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA20230TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
WESTERN WIS TECHN 4.6% 10/01/2011
AETNA INC 6.75% 09/15/20135435153547

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
MORGAN STANLEY 08-31-152502522660
WELLS FARGO 7.875% PREFERRED2502525990
8000 SHS UNITED HEALTHCARE53500405440

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Securities EOY Book Val131634StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV137356StateLocalSecuritiesEOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionEXCISE TAX PAIDDescription
Amount$269Amount

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