SEIBERLICH FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SEIBERLICH FAMILY FOUNDATION (EIN 86-0820737)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-18
- IRS object ID
- 201131089349100308
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-18T16:44:04-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H & S ACCOUNTING LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10225 W THUNDERBIRD BLVD | AddressLine1 |
| City | SUN CITY | City |
| State | AZ | State |
| ZIP Code | 853516103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860820737 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEIBERLICH FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SEIB | NameControl |
| Phone | 6235466375 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21612 YELLOWSTONE COURT N | AddressLine1 |
| City | SUN CITY WEST | City |
| State | AZ | State |
| ZIP Code | 85375 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES L SEIBERLICH | Name |
| Title | Trustee | Title |
| Date Signed | 2011-04-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David H McConachie CPA | Name |
| Phone | 6239339363 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 743210 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16030 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16030 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 16030 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 3260 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3260 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3260 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -48648 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 30500 | GrossSalesPrice |
| Total Revenue And Expenses | -29358 | TotalRevenueAndExpenses |
| Total Net Investment Income | 19290 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 19290 | TotalAdjustedNetIncome |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 25000 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -54358 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 19290 | NetInvestmentIncome |
| Adjusted Net Income | 19290 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 182721 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 207510 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 207510 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 177327 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 146641 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 145000 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 78525 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 78525 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 315700 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 126837 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 78376 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 75000 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 565410 | TotalAssetsBOY |
| Total Assets EOY | 511052 | TotalAssetsEOY |
| Total Assets EOYFMV | 743210 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 565410 | RetainedEarningsBOY |
| Retained Earnings EOY | 511052 | RetainedEarningsEOY |
| Total Net Assets BOY | 565410 | TotalNetAssetsBOY |
| Total Net Assets EOY | 511052 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 565410 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 511052 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 565410 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -54358 | ExcessOfRevenueOverExpenses |
| Subtotal | 511052 | Subtotal |
| Total Net Assets Fund Balances EOY | 511052 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -48648 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 35000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 680350 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05144 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 25000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 740157 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.03378 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 20000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 808077 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.02475 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 89829 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 784344 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.11453 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 59825 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 759345 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.07879 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.30328 | TotalDistributionRatio |
| Average Distribution Ratio | 0.06066 | AverageDistributionRatio |
| Net Noncharitable Assets | 744415 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 45154 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 193 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 45347 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 386 | InvestmentIncomeExciseTax |
| Subtotal | 386 | Subtotal |
| Tax Based On Investment Income | 386 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 504 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 504 | TotalCreditsAndPayments |
| Overpayment | 118 | Overpayment |
| Amount Credited To Next Year | 118 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L SEIBERLICH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6235466375 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21612 YELLOWSTONE COURT | AddressLine1 |
| City | SUN CITY WEST | City |
| State | AZ | State |
| ZIP Code | 85375 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ANGELA SEIBERLICH | ||||||
| 160 WEDGEWOOD | MAHTOMEDI | MN | 55115 | Trustee | 0.00 | 0 |
| TOBY SEIBERLICH | ||||||
| 13503 W MEDLOCK DR | LITCHFIELD PARK | AZ | 85340 | Trustee | 0.00 | 0 |
| LIZABETH L ERICKSON | ||||||
| 11900 102ND STREET NORTH | STILLWATER | MN | 55082 | Trustee | 0.00 | 0 |
| ANNELLA SEIBERLICH | ||||||
| 21612 YELLOWSTONE COURT | SUN CITY WEST | AZ | 85375 | Trustee | 0.00 | 0 |
| JAMES L SEIBERLICH | ||||||
| 21612 YELLOWSTONE COURT | SUN CITY WEST | AZ | 85375 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 211917 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 543834 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 755751 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 755751 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11336 | CashDeemedCharitable |
| Net Noncharitable Assets | 744415 | NetNoncharitableAssets |
| Minimum Investment Return | 37221 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37221 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 386 | TaxBasedOnInvestmentIncome |
| Total Tax | 386 | TotalTax |
| Distributable Amount Before Adj | 36835 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 36835 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 36835 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25000 | ExpensesAndContributions |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| Adj Qualifying Distributions | 25000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36835 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 22208 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 50954 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 1486 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 74648 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 25000 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 11835 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 11835 | ExcessDistriCyovAppliedCY |
| Total Corpus | 62813 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 10373 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 52440 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 50954 | ExcessFromYear4 |
| Excess From Year1 | 1486 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | BENEVILLA | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16752 N GREASEWOOD ST | AddressLine1 |
| City | SURPRISE | City |
| State | AZ | State |
| ZIP Code | 85374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | GOOD | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | FOR CHARITABLE PURPOSES | PurposeOfGrantOrContribution |
| Amount | $25,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 16030 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 3260 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -48648 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -29358 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -29358 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WESTERN WIS TECHN 4.6% 10/01/2011 | 24025 | 25000 |
| AETNA INC 6.75% 09/15/2013 | 54351 | 50000 |
| TRIBUNE CO: 08/15/2010 4.875% |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WELLS FARGO 7.875% PREFERRED | 25025 | 26820 |
| 8000 SHS UNITED HEALTHCARE | 53500 | 288880 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 146641 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 145000 | StateLocalSecuritiesEOYFMV |
Comments