ZEIGLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZEIGLER FAMILY FOUNDATION (EIN 46-1441975)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-07
- IRS object ID
- 202530979349100723
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-07T12:53:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233018514 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNLAPSLK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 HORIZON DRIVE SUITE 106 | AddressLine1Txt |
| City | CHALFONT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18914 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461441975 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZEIGLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZEIG | BusinessNameControlTxt |
| Phone | 2679935140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FREEMAN SCHOOL RD | AddressLine1Txt |
| City | SCHWENKSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19473 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY ZEIGLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2679935140 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA L DAVIS | PreparerPersonNm |
| PTIN | P00163568 | PTIN |
| Phone | 2675943755 | PhoneNum |
| Preparation | 2025-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,006,043 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,107,613 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $196 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $196 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $282,158 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,158 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,389,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $282,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,958 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $74,958 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,734 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,734 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,177 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,177 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,178 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,178 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,997 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,997 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $865,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $865,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $954,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $950,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,435,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,177 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,199 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,671,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,636,387 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,915,844 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,788,669 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,726,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,006,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,788,669 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,726,586 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,788,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,726,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,788,669 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,726,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,788,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,435,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $502,500 | OtherIncreasesAmt |
| Subtotal | $14,726,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,726,586 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $147 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERRY ZEIGLER | IndividualWithBooksNm |
| Phone | 2679335140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FREEMAN SCHOOL ROAD | AddressLine1Txt |
| City | SCHWENKSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOANN ZEIGLER | ||||||||
| 600 FREEMAN SCHOOL ROAD | SCHWENKSVILLE | PA | 19473 | PRESIDENT/SECRETARY | 5.00 | $0 | $0 | $0 |
| TERRY ZEIGLER | ||||||||
| 600 FREEMAN SCHOOL ROAD | SCHWENKSVILLE | PA | 19473 | VICE-PRESIDENT/TREASURER | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENELLE ROSS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FREEMAN SCHOOL ROAD | AddressLine1Txt |
| City | SCHWENKSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19473 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $74,958 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,407,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,503,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,503,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $337,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,165,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,108,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,108,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,867 | TotalTaxAmt |
| Distributable Before Adj | $1,104,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,104,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,104,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $950,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $950,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,104,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $993,133 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $993,133 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $950,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $950,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $154,056 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $154,056 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $839,077 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $839,077 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $839,077 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOANN ZEIGLER | ContributingManagerNm |
| Contributing Manager | TERRY ZEIGLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEAN BAG FOOD PROGRAM | |||||||
| 149 CHERRY LANE | SOUDERTOWN | PA | 18964 | NONE | PC | GENERAL DONATION ($2000)FOOD CRAWL EVENT SPONSORSHIP ($5000) | $7,000 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 50 EAST MAIN ST 4TH FLOOR | BLOOMSBURG | PA | 178151301 | NONE | PC | HENRY CARVER FUND | $2,000 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 50 EAST MAIN ST 4TH FLOOR | BLOOMSBURG | PA | 178151301 | NONE | PC | SCHOLARSHIP | $30,000 |
| DUNEDIN CARES FOOD PANTRY | |||||||
| 1630 PINEHURST ROAD | DUNEDIN | FL | 34698 | NONE | PC | GENERAL DONATION ($1,000)HURRICANE HELENE RELIEF ($10,000) | $11,000 |
| FEAST PANTRY | |||||||
| ONE LUTHER LANE | TRUMBAUERSVILLE | PA | 18970 | NONE | PC | GENERAL DONATION | $2,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 750 N EVANS ST | POTTSTOWN | PA | 19464 | NONE | PC | ZEIGLER MISSIONS FUND | $5,000 |
| HARLEYSVILLE COMMUNITY FIRE COMPANY | |||||||
| 274 KULP ROAD | HARLEYSVILLE | PA | 19438 | NONE | PC | GENERAL DONATION | $500 |
| JUNIOR ACHIEVEMENT OF SOUTHEASTERN PA | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | PC | FINANCIAL LITERACY PROGRAMS FOR SPRING 202 ($54,625)JA FINANCE PARK SIMULATION SCHOLARSHIP ($50,000) | $104,625 |
| MITZVAH CIRCLE FOUNDATION | |||||||
| 435 DOYLESTOWN ROAD | LANSDALE | PA | 19446 | NONE | PC | A NIGHT OF MUSIC AND ART SPONSORSHIP | $25,000 |
| MITZVAH CIRCLE FOUNDATION | |||||||
| 435 DOYLESTOWN ROAD | LANSDALE | PA | 19446 | NONE | PC | YOUTH ENGAGEMENT PROGRAM | $5,100 |
| MITZVAH CIRCLE FOUNDATION | |||||||
| 435 DOYLESTOWN ROAD | LANSDALE | PA | 19446 | NONE | PC | YOUTH ENGAGEMENT PROGRAM | $494,937 |
| PILLARS OF LIGHT AND LOVE | |||||||
| 511 W MAIN ST | TRAPPE | PA | 19426 | NONE | PC | SO MUCH TO GIVE CAFE | $1,000 |
| QUAKERTOWN CARES | |||||||
| PO BOX 9005 | QUAKERTOWN | PA | 18951 | NONE | PC | OPERATIONS | $20,000 |
| RSPA SCHOLARSHIP FUND | |||||||
| 715 W JOHNSON ST SUITE 202 | RALEIGH | NC | 27603 | NONE | PC | SCHOLARSHIP | $2,500 |
| RUTH ECKERD HALL | |||||||
| 111 MCMULLEN BOOTH ROAD | CLEARWATER | FL | 33759 | NONE | PC | GENERAL DONATION | $2,000 |
| SALFORD HILLS HOME AND SCHOOL ASSOC | |||||||
| 2721 BARNDT ROAD | HARLEYSVILLE | PA | 19438 | NONE | PC | FUNDRAISER | $100 |
| ST LUKE'S UNIVERSITY HEALTH NETWORK | |||||||
| 801 OSTRUM STREET | BETHLEHEM | PA | 18015 | NONE | PC | SIMULATION CENTER MOBILE UNIT | $150,275 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | DONATION | $1,000 |
| VERNFIELD ELEMENTARY | |||||||
| 960 LONG MILL ROAD | TELFORD | PA | 18969 | NONE | PC | FUNDRAISER | $68 |
| ZOO TAMPA | |||||||
| 1101 W SLIGH AVENUE | TAMPA | FL | 33604 | NONE | PC | DONATION | $201 |
| ST MARY'S CATHOLIC SCHOOL | |||||||
| 40 SPRING MT ROAD | SCHWENKSVILLE | PA | 19473 | NONE | PC | FUNDRAISER | $250 |
| INDIAN VALLEY MIDDLE SCHOOL | |||||||
| 130 MAPLE AVENUE | HARLEYSVILLE | PA | 19438 | NONE | PC | COMMUNITY DAY SPONSORSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $865,556 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $282,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $282,354 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY |
| 8 | INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY |
| 3 | INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TERRY H ZEIGLER REVOCABLE TRUST | ||||||
| 1 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $1,055,510 | Yes (X) |
| JOANN M ZEIGLER REVOCABLE TRUST | ||||||
| 2 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $1,052,103 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1200 SHS VANGUARD ETF (VB) - $284,7003000 SHS VANGUARD ETF (VUG) - $770,810 | $1,055,510 | 2024-11-06 |
| 2 | 1500 SHS VANGUARD - VBK - $403,8231000 SHS VG - VUG - $385,4051000 SHS VG - VO - $262,875 | $1,052,103 | 2024-11-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $14,636,387 | EOYBookValueAmt |
| EOYFMV | $24,915,844 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE/EMAIL | $546 | $0 | $546 |
| INSURANCE | $1,451 | $0 | $1,451 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN COST BASIS OF STOCK DONATED | Desc |
| Amt | $502,500 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| TERRY H ZEIGLER REVOCABLE TRUST | |||
| 600 FREEMAN SCHOOL ROAD | SCHWENKSVILLE | PA | 19473 |
| JOANN M ZEIGLER REVOCABLE TRUST | |||
| 600 FREEMAN SCHOOL ROAD | SCHWENKSVILLE | PA | 19473 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2023 TAX PAYMENT | $457 | $457 | $0 |
| 2024 ESTIMATED TAX PAYMENT | $3,720 | $3,720 | $0 |
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