ZEIGLER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ZEIGLER FAMILY FOUNDATION (EIN 46-1441975)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-29
IRS object ID
201931199349100353
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-29T09:34:29-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

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 Begin2018-01-01TaxPeriodBeginDt

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
Signature2019-04-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIA L DAVISPreparerPersonNm
PTINP00163568PTIN
Phone2675943755PhoneNum
Preparation2019-04-03PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-03IPDt
IP Tm15:13:40IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF95E94AFC91CB8E40B60C6AE9D0AFFF206EAB126AtSubmissionCreationDeviceId
At Submission Filing Device Id551B97623E7DD4BB854CF1221BEF6A47DEFA9D66AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,879,389FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,707,411ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$131,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$131,737DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$294,782NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$778,477GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$294,782CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,133,930TotalRevAndExpnssAmt
Total Net Invst Incm$426,519TotalNetInvstIncmAmt
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$58,500OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$58,500OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$4,475PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$4,475PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$200OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$200OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,279TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,279TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,666TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,666TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,505OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,505OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,479TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$67,021TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,492ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,492ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$215,992TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,479TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$212,513TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,917,938ExcessRevenueOverExpensesAmt
Net Investment Income$423,040NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$124,743SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,869SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,869SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,927,088CorporateStockBOYAmt
Corporate Stock EOY$5,650,343CorporateStockEOYAmt
Corporate Stock EOYFMV$5,813,520CorporateStockEOYFMVAmt
Total Assets BOY$4,051,831TotalAssetsBOYAmt
Total Assets EOY$5,716,212TotalAssetsEOYAmt
Total Assets EOYFMV$5,879,389TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,051,831UnrestrictedBOYAmt
Unrestricted EOY$5,716,212UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,051,831TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,716,212TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,051,831TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,716,212TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,051,831TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,917,938ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,969,769SubtotalAmt
Other Decreases$253,557OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,716,212TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1500 SHS DOW DUPONT2011-04-202018-10-08$94,629$61,357$33,272$33,272
1000 SHS JOHNSON AND JOHNSON2010-01-132018-05-22$123,129$64,713$58,416$58,416
1000 SHS KIMBERLY CLARK2010-01-112018-05-28$105,126$59,847$45,279$45,279
2000 SHS MERCK2010-01-142018-05-22$117,185$80,004$37,181$37,181
1000 SHS PEPSICO2010-01-102018-05-22$99,880$60,670$39,210$39,210
1000 SHS PFIZER2013-06-262018-05-22$35,837$28,180$7,657$7,657
1000 SHS PHILIP MORRIS2011-06-232018-05-22$80,085$65,903$14,182$14,182
10,000 SHS SPARKS NEW ZEALAND2010-02-182018-05-16$122,606$63,021$59,585$59,585
FieldValueIRS element (for citing)
Capital Gain Net Income$294,782CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$196,994AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,993,899NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.065798DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,634,150AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,336,045NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.607501DistributionYr2Rt
Adjusted Qlfy Distri Yr3$128,066AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,629,429NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035285DistributionYr3Rt
Adjusted Qlfy Distri Yr4$108,449AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,473,812NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043839DistributionYr4Rt
Adjusted Qlfy Distri Yr5$125,522AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,925,417NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065192DistributionYr5Rt
Total Distribution0.817615TotalDistributionRt
Average Distribution0.163523AverageDistributionRt
Net Vl Noncharitable Assets$5,057,789NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$827,065AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,230NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$831,295AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$212,513QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,461InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,461SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,461TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,640EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$6,821TaxDueAmt

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$58,500CompensationAmt
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$5,043,040AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,771AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,134,811TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,134,811AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,022CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,057,789NetVlNoncharitableAssetsAmt
Minimum Investment Return$252,889MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$252,889MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,461TaxBasedOnInvestmentIncomeAmt
Total Tax$8,461TotalTaxAmt
Distributable Before Adj$244,428DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$244,428DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$244,428DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$212,513ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$212,513QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$212,513AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$244,428DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$30,517ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$2,419,924ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$48,928ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,499,369TotalExcessDistributionCyovAmt
Qualifying Distributions$212,513QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$212,513AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$31,915ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31,915ExcessDistributionCyovAppCYAmt
Total Corpus$2,467,454TotalCorpusAmt
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$2,467,454ExcessDistriCyovToNextYrAmt
Excess From Year2$2,418,526ExcessFromYear2Amt
Excess From Year1$48,928ExcessFromYear1Amt

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 (11 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
JUNIOR ACHIEVEMENT OF SOUTHEASTERN PA
994 OLD EAGLE SCHOOL RD STE 1014WAYNEPA19087NONEPCJA ECONOMICS FOR SUCCESS$91,675
QUAKERTOWN CARES
PO BOX 9005QUAKERTOWNPA18951NONEPCOPERATIONS$12,500
RSPA SCHOLARSHIP FUND
10130 PERIMETER PARKWAYCHARLOTTENC28216NONEPCOPERATIONS$1,000
UNITED SERVICE ORGANIZATION
PO BOX 96860WASHINGTONDC20090NONEPCOPERATIONS$1,000
WEST CHESTER UNIVERSITY FOUNDATION
PO BOX 541WEST CHESTERPA19381NONEPCSOFTBALL FUNDRAISER$100
MITZVAH CIRCLE FOUNDATION
1561 GEHMAN ROADHARLEYSVILLEPA19438NONEPCGOLD SPONSOR FOR BAKE RATTLE AND RUN$5,000
MITZVAH CIRCLE FOUNDATION
1561 GEHMAN ROADHARLEYSVILLEPA19438NONEPCGENERAL DONATION$6,100
LEUKEMIA AND LYMPHOMA FOUNDATION
100 N 20TH ST SUITE 405PHILADELPHIAPA19103NONEPCGENERAL DONATION$250
FIRST PRESBYTERIAN CHURCH
750 N EVANS STPOTTSTOWNPA19464NONEPCZEIGLER MISSIONS FUND$25,000
FOUNDATION FOR POTTSTOWN EDUCATION
230 BEECH STPOTTSTOWNPA19464NONEPCGENERAL DONATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,492TotalGrantOrContriPdDurYrAmt
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$131,737ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$294,782ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$426,519ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$426,519TotalIncomeProducingActyAmt

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 AND JOANN ZEIGLER
1600 FREEMAN SCHOOL RDSCHWENKSVILLEPA19473$235,400Yes (X)
TERRY AND JOANN ZEIGLER
2600 FREEMAN SCHOOL RDSCHWENKSVILLEPA19473$1,472,011Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
15000 SHS OF INTEL COMMON STOCK$235,4002018-10-10
213,150 SHS OF MICROSOFT COMMON STOCK$1,472,0112018-10-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockTD AMERITRADEStockNm
EOY Book Value$5,650,343EOYBookValueAmt
EOYFMV$5,813,520EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFF IN GAIN ON SALE OF STOCK USING FMV AT DATE OF DONATIONDesc
Amt$253,557Amt

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$1,365$0$1,365
SUPPLIES$17$0$17

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$200Amt
Net Investment Income$200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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$1,330$1,330$0
FEDERAL TAXES$1,949$1,949$0

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