ROBERT E ZETZMANN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT E ZETZMANN FAMILY FOUNDATION (EIN 75-2986397)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-31
- IRS object ID
- 202012139349100006
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-31T13:11:15-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720207210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEPPERMAN EMBOULAS SCHWARTZ & TODARO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1815 CLEARVIEW PARKWAY | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752986397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT E ZETZMANN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARK E ZETZMANN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5048336580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 DORRINGTON BLVD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK E ZETZMANN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5048336580 | PhoneNum |
| Signature | 2020-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCILLE M HESS CPA | PreparerPersonNm |
| PTIN | P01209707 | PTIN |
| Phone | 5048374555 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.185.43.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-28 | IPDt |
| IP Tm | 15:38:59 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FC5F187C3F3D3181CCD0C60773417B07A8BBEA52 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC5F187C3F3D3181CCD0C60773417B07A8BBEA52 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,762,036 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,922,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,600 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $335,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,376 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,376 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,366 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,056 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,056 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,961 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,959 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,959 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,331 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $271,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,175 | CashBOYAmt |
| Cash EOY | $443 | CashEOYAmt |
| Cash EOYFMV | $443 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $5,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,470 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,470 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,886,998 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,058,555 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,649,338 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,094,909 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,047,785 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,105,785 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,010,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,113,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,762,036 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,840 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,840 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,010,082 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,109,413 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,010,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,109,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,010,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,113,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,010,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,331 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,109,413 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,109,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 7.521 SHS ABBVIE INC | 2019-01-25 | $604 | $689 | -$85 | -$85 | ||
| 13.75 SHS BANK AMERICA CORP | 2019-01-25 | $405 | $370 | $35 | $35 | ||
| 418.215 SHS CAUSEWAY INTL VAL I | 2019-01-25 | $6,097 | $6,539 | -$442 | -$442 | 2018-12-21 | |
| 9.773 SHS CHEMOURS COMPANY | 2019-01-25 | $347 | $312 | $35 | $35 | ||
| 3.051 CME GROUP INC CL A | 2019-01-25 | $569 | $550 | $19 | $19 | ||
| .012 SHS DIGITAL REALTY TRUST INC | 2019-01-25 | $1 | $1 | $0 | $0 | ||
| 17.867 SHS HANOVER INS GROUP INC | $2,107 | $2,063 | $44 | $44 | |||
| 1.902 SHS HARRIS CORP DEL | 2019-01-25 | $274 | $285 | -$11 | -$11 | ||
| 2433.67 SHS HOMESTEAD SM CO STK | 2019-01-25 | $69,019 | $77,396 | -$8,377 | -$8,377 | ||
| 1.39 SHS HUNTSMAN CORP | 2019-01-25 | $23 | $37 | -$14 | -$14 | ||
| 81.807 SHS JPMORGAN CHASE & CO | 2019-01-25 | $8,475 | $9,297 | -$822 | -$822 | ||
| 1.323 SHS LAMAR ADVERTISING NEW A | 2019-01-25 | $89 | $101 | -$12 | -$12 | ||
| 1.209 SHS LANDSTAR SYSTEM INC | 2019-01-25 | $124 | $132 | -$8 | -$8 | ||
| 1.722 SHS LOCKHEED MARTIN CORP | 2019-01-25 | $494 | $510 | -$16 | -$16 | ||
| 6.316 SHS MICROSOFT CORP | 2019-05-29 | $788 | $705 | $83 | $83 | ||
| 20.429 SHS PFIZER INC | 2019-08-30 | $724 | $888 | -$164 | -$164 | ||
| 1.128 SHS RAYONIER INC | 2019-01-25 | $27 | $43 | -$16 | -$16 | ||
| 2.056 SHS SOUTHWEST AIRLINES CO | 2019-01-25 | $112 | $109 | $3 | $3 | ||
| 5.289 SHS SUNTRUST BANKS INC | 2019-01-25 | $328 | $312 | $16 | $16 | ||
| 82.238 SHS SYSCO CORP | $5,128 | $5,000 | $128 | $128 | |||
| 2.33 SHS TEXAS INSTRUMENTS INC | 2019-01-25 | $242 | $240 | $2 | $2 | ||
| 513 SHS VISTRA ENERGY CORP | 2019-01-25 | $12,640 | $8,967 | $3,673 | $3,673 | 2018-02-01 | |
| 7102.868 SHS VNGRD S/TRM INVT GR ADML | 2019-01-25 | $74,296 | $74,223 | $73 | $73 | ||
| 1528.664 SHS VNGRD TTL INTL BD ADML | 2019-01-25 | $33,386 | $33,230 | $156 | $156 | 2018-10-01 | |
| 2171.681 SHS VNGRD 500 IDX ADML | 2019-01-25 | $534,798 | $586,136 | -$51,338 | -$51,338 | 2018-10-01 | |
| 7.564 SHS WF E/MKT EQ ADM | 2019-01-25 | $182 | $176 | $6 | $6 | 2018-12-31 | |
| 357 SHS ABBVIE INC | 2019-01-25 | $28,736 | $22,672 | $6,064 | $6,064 | ||
| 25 SHS ALPHABET INC A | 2019-01-25 | $27,459 | $18,772 | $8,687 | $8,687 | ||
| 23 SHS AMAZON.COM INC | 2019-11-05 | $41,418 | $5,663 | $35,755 | $35,755 | ||
| 348 SHS APPLE INC | $86,505 | $17,353 | $69,152 | $69,152 | |||
| 1229 SHS BANK AMERICA CORP | 2019-01-25 | $36,215 | $20,554 | $15,661 | $15,661 | ||
| 58 SHS BIOGEN INC | 2019-01-25 | $19,415 | $9,126 | $10,289 | $10,289 | ||
| 163 SHS CADENCE DESIGN SYS INC | 2019-11-05 | $10,948 | $2,942 | $8,006 | $8,006 | 2015-02-13 | |
| 11673.181 SHS CAUSEWAY INTL VAL I | 2019-01-25 | $170,176 | $182,522 | -$12,346 | -$12,346 | ||
| 623 SHS CHEMOURS COMPANY | 2019-01-25 | $22,105 | $13,949 | $8,156 | $8,156 | 2016-11-17 | |
| 174 SHS CME GROUP INC CL A | 2019-01-28 | $32,435 | $15,165 | $17,270 | $17,270 | ||
| 1.23 SHS DIGITAL REALTY TRUST INC | 2019-01-25 | $120 | $140 | -$20 | -$20 | 2018-09-28 | |
| 345 SHS HANOVER INS GROUP INC | 2019-01-25 | $38,980 | $27,647 | $11,333 | $11,333 | ||
| 208 SHS HARRIS CORP DEL | 2019-01-25 | $29,952 | $12,726 | $17,226 | $17,226 | ||
| 8897.718 SHS HOMESTEAD SM CO STK | 2019-01-25 | $252,339 | $282,968 | -$30,629 | -$30,629 | ||
| 293 SHS JPMORGAN CHASE & CO | 2019-01-25 | $30,354 | $16,892 | $13,462 | $13,462 | ||
| 399 SHS LANDSTAR SYSTEM INC | 2019-01-25 | $40,869 | $27,261 | $13,608 | $13,608 | ||
| 121 SHS LOCKHEED MARTIN CORP | 2019-01-25 | $34,712 | $23,024 | $11,688 | $11,688 | ||
| 609 SHS MICROSOFT CORP | $70,127 | $28,402 | $41,725 | $41,725 | |||
| 317 SHS PFIZER INC | 2019-08-30 | $11,242 | $6,405 | $4,837 | $4,837 | 2011-06-27 | |
| 212 SHS PLANET FITNESS INC A | 2019-11-05 | $12,724 | $3,142 | $9,582 | $9,582 | 2016-05-23 | |
| 341 SHS SOUTHWEST AIRLINES CO | 2019-01-25 | $18,503 | $12,333 | $6,170 | $6,170 | ||
| 311 SHS SUNTRUST BANKS INC | 2019-01-25 | $19,270 | $12,602 | $6,668 | $6,668 | ||
| 367 SHS SYSCO CORP | 2019-01-25 | $22,858 | $13,557 | $9,301 | $9,301 | ||
| 172 SHS TEXAS INSTRUMENTS INC | 2019-01-25 | $17,885 | $8,640 | $9,245 | $9,245 | 2014-11-04 | |
| 1467.217 SHS WF E/MKT EQ ADM | 2019-01-25 | $35,267 | $34,212 | $1,055 | $1,055 | ||
| 23 SHS JPMORGAN CHASE & CO | 2019-01-25 | $2,383 | $779 | $1,604 | $1,604 | 2008-12-16 | |
| 310 SHS PFIZER INC | 2019-08-30 | $10,993 | $4,429 | $6,564 | $6,564 | 2008-12-16 | |
| CAPITAL GAINS DIVIDENDS | $47,519 | $47,519 | $47,519 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,600 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,596,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $162,120 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,468,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046744 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $171,889 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,255,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052805 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,688 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,455,176 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049690 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $159,343 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,512,923 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045359 | DistributionYr5Rt |
| Total Distribution | 0.241499 | TotalDistributionRt |
| Average Distribution | 0.048300 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,580,941 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,959 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,715 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,140 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $6,470 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,470 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,041 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,041 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | ZETZMANNFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK E ZETZMANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5048336580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 326 DORRINGTON BLVD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT E ZETZMANN JR | ||||||||
| 206 VINCENT AVE | METAIRIE | LA | 70005 | DIRECTOR | 6.00 | $11,000 | $0 | $0 |
| MARK E ZETZMANN | ||||||||
| 326 DORRINGTON BLVD | METAIRIE | LA | 70005 | DIRECTOR | 8.00 | $11,000 | $0 | $0 |
| CAROLINE Z CALHOUN | ||||||||
| 217 BROCKENBRAUGH CT | METAIRIE | LA | 70005 | DIRECTOR | 6.00 | $11,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $3,599,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,314 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,635,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,635,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,580,941 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,429 | TotalTaxAmt |
| Distributable Before Adj | $173,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,140 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $172,140 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $171,903 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $171,903 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $237 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $173,381 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 75015 | NONE | PRIVATE | YOUTH LEADERSHIP PROGRAMS | $1,000 |
| BRIDGE HOUSE | |||||||
| 4150 EARHART BLVD | NEW ORLEANS | LA | 70125 | NONE | PRIVATE | LEADERSHIP AND SUPPORT ORGANIZATION | $5,780 |
| BUREAU OF GOVERNMENT RESEARCH | |||||||
| 938 LAFAYETTE ST 200 | NEW ORLEANS | LA | 70113 | NONE | PRIVATE | COMMUNITY OUTREACH | $2,500 |
| CIS NEW ORLEANS | |||||||
| 3400 BIENVILLE ST SUITE B | NEW ORLEANS | LA | 70119 | NONE | PRIVATE | FAMILY SERVICES | $1,000 |
| CRIME STOPPERS INC | |||||||
| 3300 METAIRIE ROAD | METAIRIE | LA | 70001 | NONE | PRIVATE | CITIZENS ORGANIZATION | $5,000 |
| HEARTGIFT | |||||||
| 7951 SHOAL CREEK BLVD | AUSTIN | TX | 78758 | NONE | PRIVATE | MEDICAL ASSISTANCE | $2,500 |
| JESUS PROJECT MINISTRY | |||||||
| 8708 NELSON ST | NEW ORLEANS | LA | 70118 | NONE | PRIVATE | COMMUNITY OUTREACH | $2,000 |
| KID SMART | |||||||
| 1024 ELYSIAN FIELDS AVE | NEW ORLEANS | LA | 70117 | NONE | PRIVATE | EDUCATIONAL PROGRAMS | $2,500 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 930 NORTH BLVD | BATON ROUGE | LA | 70802 | NONE | PRIVATE | CHURCH | $2,500 |
| GREEK ORTHODOX COMMUNITY OF NEW ORLEANS | |||||||
| 1200 ROBERT E LEE BLVD | NEW ORLEANS | LA | 70122 | NONE | PRIVATE | CHURCH | $1,700 |
| ISIDORE NEWMAN SCHOOL | |||||||
| 1903 JEFFERSON AVENUE | NEW ORLEANS | LA | 70115 | NONE | PRIVATE | EDUCATIONAL INSTITUTION | $2,500 |
| KINGSLEY HOUSE | |||||||
| 1600 CONSTANCE STREET | NEW ORLEANS | LA | 70130 | NONE | PRIVATE | CHILD AND FAMILY SERVICES | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PRIVATE | RESEARCH | $2,500 |
| LOUISE S MCGHEE SCHOOL | |||||||
| 2343 POYDRAS STREET | NEW ORLEANS | LA | 70130 | NONE | PRIVATE | EDUCATIONAL INSTITUTION - RESEARCH | $5,000 |
| LE PETIT THEATRE | |||||||
| 616 ST PETER ST | NEW ORLEANS | LA | 70116 | NONE | PRIVATE | PERFORMING ARTS PROGRAM | $2,500 |
| LSU FOUNDATION | |||||||
| 3139C PATRICK F TAYLOR HALL | BATON ROUGE | LA | 70803 | NONE | PUBLIC | EDUCATIONAL INSTITUTION | $12,000 |
| METROPOLITAN CRIME COMMISSION | |||||||
| 1615 POYDRAS ST 1060 | NEW ORLEANS | LA | 70112 | NONE | PRIVATE | COMMUNITY OUTREACH | $12,000 |
| NATIONAL MS SOCIETY | |||||||
| 4613 FAIRFIELD ST | METAIRIE | LA | 70006 | NONE | PRIVATE | RESEARCH | $200 |
| NEW ORLEANS CITY PARK | |||||||
| 1 PALM DR | NEW ORLEANS | LA | 70124 | NONE | PRIVATE | BEAUTIFICATION AND EDUCATION PROGRAMS | $10,000 |
| NEW ORLEANS MUSEUM OF ART | |||||||
| 1 COLLINS DIBOLL CIRCLE | NEW ORLEANS | LA | 70179 | NONE | PRIVATE | MUSEUM | $15,000 |
| NEW ORLEANS WOMENS SHELTER | |||||||
| 2020 S LIBERTY ST | NEW ORLEANS | LA | 70113 | NONE | PRIVATE | COMMUNITY OUTREACH | $10,000 |
| NOCHI | |||||||
| 725 HOWARD AVE | NEW ORLEANS | LA | 70130 | NONE | PRIVATE | CULINARY ARTS PROGRAMS | $5,000 |
| PLEASE FOUNDATION | |||||||
| PO BOX 9223 | METAIRIE | LA | 70005 | NONE | PRIVATE | EDUCATIONAL SUPPORT | $10,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 700 EDWARD AVE | HARAHAN | LA | 70123 | NONE | PRIVATE | FAMILY SERVICES | $21,000 |
| SOUTHERN METHODIST UNIVERSITY | |||||||
| P O BOX 750402 | DALLAS | TX | 75275 | NONE | PRIVATE | EDUCATIONAL INSTITUTION | $1,500 |
| PHILOPTOCHOS ANGEL TREE | |||||||
| 126 EAST 37TH ST | NEW YORK | NY | 10016 | NONE | PRIVATE | COMMUNITY OUTREACH | $300 |
| TENNESSEE WILLIAMS FESTIVAL | |||||||
| 938 LAFAYETTE ST SUITE 514 | NEW ORLEANS | LA | 70113 | NONE | PRIVATE | COMMUNITY OUTREACH & EDUCATIONAL PROGRAMS | $2,500 |
| THE HISTORIC NEW ORLEANS COLLECTION | |||||||
| 533 ROYAL STREET | NEW ORLEANS | LA | 70130 | NONE | PRIVATE | MUSEUM | $5,000 |
| UNITED WAY FOR GREATER NEW ORLEANS AREA | |||||||
| 2515 CANAL ST | NEW ORLEANS | LA | 70119 | NONE | PRIVATE | FAMILY SERVICES & COMMUNITY OUTREACH PROGRAMS | $17,560 |
| VOLUNTEERS OF AMERICA | |||||||
| 4152 CANAL STREET | NEW ORLEANS | LA | 70119 | NONE | PRIVATE | COMMUNITY OUTREACH | $2,500 |
| WWOZ | |||||||
| 1008 N PETERS SUITE 200 | NEW ORLEANS | LA | 70116 | NONE | PUBLIC | PUBLIC RADIO SUPPORT | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,140 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $335,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $335,430 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $4,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME MUTUAL FUNDS | BondNm |
| EOY Book Value | $1,047,785 | EOYBookValueAmt |
| EOYFMV | $1,105,785 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS & EQUITY MUTUAL FUNDS | StockNm |
| EOY Book Value | $2,058,555 | EOYBookValueAmt |
| EOYFMV | $2,649,338 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,376 | LegalFeesAmt |
| Net Investment Income | $4,376 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE AND FILING FEES | Desc |
| Revenue And Expenses Per Books | $2,961 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,961 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MGMT FEES | CategoryTxt |
| Amt | $10,366 | Amt |
| Net Investment Income | $10,366 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,953 | $1,953 | $0 |
| FEDERAL TAXES | $7,103 | $7,103 | $0 |
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