ZEIGLER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ZEIGLER FAMILY FOUNDATION (EIN 46-1441975)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-05
IRS object ID
202010659349100606
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)
Return2020-03-05T11:38:27-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233018514PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUNLAPSLK PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11300 HORIZON DRIVE SUITE 106AddressLine1Txt
CityCHALFONTCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18914ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461441975EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZEIGLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZEIGBusinessNameControlTxt
Phone2679935140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 FREEMAN SCHOOL RDAddressLine1Txt
CitySCHWENKSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19473ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERRY ZEIGLERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2679935140PhoneNum
Signature2020-02-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA L DAVISPreparerPersonNm
PTINP00163568PTIN
Phone2675943755PhoneNum
Preparation2020-02-27PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,976,892FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,537,945ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$148,430DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,430DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,700NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$844,903GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,700CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,707,075TotalRevAndExpnssAmt
Total Net Invst Incm$169,130TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$60,833OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$60,833OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$4,654PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$4,654PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$850AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,405TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,405TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$649TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$649TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,877OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,877OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$84,268TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,405TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$68,863TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$135,846ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$135,846ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$220,114TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,405TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$204,709TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,486,961ExcessRevenueOverExpensesAmt
Net Investment Income$153,725NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$65,869SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$74,413SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$74,413SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,650,343CorporateStockBOYAmt
Corporate Stock EOY$6,893,518CorporateStockEOYAmt
Corporate Stock EOYFMV$8,902,479CorporateStockEOYFMVAmt
Total Assets BOY$5,716,212TotalAssetsBOYAmt
Total Assets EOY$6,967,931TotalAssetsEOYAmt
Total Assets EOYFMV$8,976,892TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,716,212NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,967,931NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,716,212TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,967,931TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,716,212TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,967,931TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,716,212TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,486,961ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,203,173SubtotalAmt
Other Decreases$235,242OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,967,931TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2833.33 SHS CORTEVA INC2011-04-202019-08-27$81,710$67,047$14,663$14,663
2833.33 SHS DOW INC2011-04-202019-08-27$116,393$130,930-$14,537-$14,537
2833.33 SHS DUPONT DE NEMOURS2011-04-202019-08-27$191,449$192,141-$692-$692
2000 SHS SELECT SECTOR SPDR2017-12-072019-06-30$114,765$137,165-$22,400-$22,400
500 SHS SELECT SECTOR SPDR2018-05-222019-06-30$28,691$38,945-$10,254-$10,254
1000 SHS 3M2011-08-082019-08-30$161,652$80,184$81,468$81,468
1500 SHS VANGUARD FTSE SMCAP ETF2018-05-222019-08-30$150,243$177,791-$27,548-$27,548
FieldValueIRS element (for citing)
Capital Gain Net Income$20,700CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$212,513AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,057,789NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042017DistributionYr1Rt
Adjusted Qlfy Distri Yr2$196,994AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,993,899NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065798DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,634,150AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,336,045NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.607501DistributionYr3Rt
Adjusted Qlfy Distri Yr4$128,066AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,629,429NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035285DistributionYr4Rt
Adjusted Qlfy Distri Yr5$108,449AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,473,812NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043839DistributionYr5Rt
Total Distribution0.794440TotalDistributionRt
Average Distribution0.158888AverageDistributionRt
Net Vl Noncharitable Assets$6,796,325NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,079,854AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,537NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,081,391AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$204,709QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,075InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,075SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,075TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,480EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,480TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,405OverpaymentAmt
Applied To ES Tax$3,080AppliedToESTaxAmt
Refund$2,325RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRY ZEIGLERIndividualWithBooksNm
Phone2679335140PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 FREEMAN SCHOOL ROADAddressLine1Txt
CitySCHWENKSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19473ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOANN ZEIGLER
600 FREEMAN SCHOOL ROADSCHWENKSVILLEPA19473PRESIDENT/SECRETARY0.00$0$0$0
TERRY ZEIGLER
600 FREEMAN SCHOOL ROADSCHWENKSVILLEPA19473VICE-PRESIDENT/TREASURER0.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonJENELLE ROSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1430 PARK AVENUEAddressLine1Txt
CityHARLEYSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19438ZIPCd
FieldValueIRS element (for citing)
TitleEXECUTIVE DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$60,833CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,826,549AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,273AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,899,822TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,899,822AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103,497CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,796,325NetVlNoncharitableAssetsAmt
Minimum Investment Return$339,816MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$339,816MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,075TaxBasedOnInvestmentIncomeAmt
Total Tax$3,075TotalTaxAmt
Distributable Before Adj$336,741DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$336,741DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$336,741DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$204,709ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$204,709QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$204,709AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$336,741DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,418,526ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$48,928ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,467,454TotalExcessDistributionCyovAmt
Qualifying Distributions$204,709QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$204,709AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$132,032ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$132,032ExcessDistributionCyovAppCYAmt
Total Corpus$2,335,422TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,335,422ExcessDistriCyovToNextYrAmt
Excess From Year3$2,286,494ExcessFromYear3Amt
Excess From Year2$48,928ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOANN ZEIGLERContributingManagerNm
Contributing ManagerTERRY ZEIGLERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLOOMSBURG UNIVERSITY FOUNDATION
400 E SECOND STREETBLOOMSBURGPA178151301NONEPCHENRY CARVER FUND$1,867
FIRST PRESBYTERIAN CHURCH
750 N EVANS STPOTTSTOWNPA19464NONEPCZEIGLER MISSIONS FUND$2,500
FOUNDATION FOR POTTSTOWN EDUCATION
230 BEECH STPOTTSTOWNPA19464NONEPCGENERAL DONATION$2,500
JUNIOR ACHIEVEMENT OF SOUTHEASTERN PA
994 OLD EAGLE SCHOOL RD STE 1014WAYNEPA19087NONEPCJA ECONOMICS FOR SUCCESS$100,000
MITZVAH CIRCLE FOUNDATION
1561 GEHMAN ROADHARLEYSVILLEPA19438NONEPCGOLD SPONSOR FOR BAKE RATTLE AND RUN$5,000
MITZVAH CIRCLE FOUNDATION
1561 GEHMAN ROADHARLEYSVILLEPA19438NONEPCGENERAL DONATION$1,639
QUAKERTOWN CARES
PO BOX 9005QUAKERTOWNPA18951NONEPCOPERATIONS$15,000
RSPA SCHOLARSHIP FUND
10130 PERIMETER PARKWAYCHARLOTTENC28216NONEPCOPERATIONS$1,000
UNITED SERVICE ORGANIZATION
PO BOX 96860WASHINGTONDC20090NONEPCOPERATIONS$1,000
MITZVAH CIRCLE FOUNDATION
1561 GEHMAN ROADHARLEYSVILLEPA19438NONEPCSPONSOR FOR CASINO NIGHT$5,000
QUAKERTOWN ALIVE
314 W BROAD STREETQUAKERTOWNPA18951NONEPCGENERAL DONATION$240
HARLEYSVILLE COMMUNITY FIRE COMPANY
274 KULP ROADHARLEYSVILLEPA19438NONEPCGENERAL DONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$135,846TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,430ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,700ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$169,130ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$169,130TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY
4INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY
8INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
TERRY H ZEIGLER REVOCABLE TRUST
1600 FREEMAN SCHOOL RDSCHWENKSVILLEPA19473$1,009,390Yes (X)
JOANN ZEIGLER REVOCABLE TRUST
2600 FREEMAN SCHOOL RDSCHWENKSVILLEPA19473$528,555Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
16000 SHS MERCK COM STK-$515,040, 5800 SHS PFIZER COM STK-$220,690, 3000 SHS TE CONNECTIVTY-$273,660$1,009,3902019-11-22
23000 SHS JP MORGAN COMMON STOCK - $391,9801500 SHS AMERICAN ELECTRIC COMMON STOCK - $136,575$528,5552019-11-22

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$850DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTD AMERITRADEStockNm
EOY Book Value$6,893,518EOYBookValueAmt
EOYFMV$8,902,479EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFF IN LOSS ON SALE OF STOCK USING FMV AT DATE OF DONATIONDesc
Amt$235,242Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WEBSITE/EMAIL$123$0$123
INSURANCE$1,415$0$1,415
SUPPLIES$339$0$339

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTERRY AND JOANN ZEIGLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 FREEMAN SCHOOL ROADAddressLine1Txt
CitySCHWENKSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19473ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$104$104$0
FEDERAL TAXES$15,301$15,301$0

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