ZEIGLER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ZEIGLER FAMILY FOUNDATION (EIN 46-1441975)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-23
- IRS object ID
- 201811139349100201
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-23T07:46:12-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | DUNLAP & ASSOCIATES 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 | 2017-01-01 | 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 | 2018-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA L DAVIS | PreparerPersonNm |
| PTIN | P00163568 | PTIN |
| Phone | 2159975600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,822,790 | 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 | $1,703,508 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $368,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,629 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,785,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,833 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,348 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,348 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $104 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,227 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,227 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,477 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,839 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,994 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,587,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $474,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,743 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,057,541 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,927,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,698,047 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,532,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,051,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,822,790 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,532,474 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,051,831 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,532,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,051,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,532,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,051,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,532,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,587,975 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,592 | OtherIncreasesAmt |
| Subtotal | $4,124,041 | SubtotalAmt |
| Other Decreases | $72,210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,051,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200 SHS CHEMOURS | 2013-06-26 | 2017-12-07 | $9,521 | $2,719 | $6,802 | $6,802 |
| 1000 SHS CONOCO PHILLIPS | 2013-06-26 | 2017-12-07 | $50,470 | $60,170 | -$9,700 | -$9,700 |
| 2800 SHS CONOCO PHILLIPS | 2012-07-19 | 2017-12-07 | $141,317 | $158,123 | -$16,806 | -$16,806 |
| 4000 SHS GENERAL ELECTRIC | 2011-04-21 | 2017-12-07 | $71,157 | $79,002 | -$7,845 | -$7,845 |
| 125 SHS HALYARD | 2010-01-11 | 2017-12-07 | $5,892 | $2,593 | $3,299 | $3,299 |
| 1000 SHS PROCTOR & GAMBLE | 2010-01-11 | 2017-12-07 | $90,104 | $60,225 | $29,879 | $29,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,629 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,634,150 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,336,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.607501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $128,066 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,629,429 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035285 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $108,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,473,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043839 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,522 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,925,417 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $435,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.229681 | DistributionYr5Rt |
| Total Distribution | 0.981498 | TotalDistributionRt |
| Average Distribution | 0.196300 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,993,899 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $587,702 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $815 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $588,517 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,994 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $309 | 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 |
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 | 0.00 | $0 | $0 | $0 |
| TERRY ZEIGLER | ||||||||
| 600 FREEMAN SCHOOL ROAD | SCHWENKSVILLE | PA | 19473 | VICE-PRESIDENT/TREASURER | 0.00 | $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 | 430 PARK AVENUE | AddressLine1Txt |
| City | HARLEYSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19438 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,833 | 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 | $2,624,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $415,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,039,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,039,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,993,899 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,695 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,695 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,629 | TotalTaxAmt |
| Distributable Before Adj | $148,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $148,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $148,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,994 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,994 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,994 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,544 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,517 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $2,419,924 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,486,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,994 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,928 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,535,913 | 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 | $36,544 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,499,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,517 | ExcessFromYear4Amt |
| Excess From Year1 | $2,419,924 | ExcessFromYear1Amt |
| Excess From Current Year | $48,928 | ExcessFromCurrentYearAmt |
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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | NONE | PC | HENRY CARVER FUND | $2,000 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | NONE | PC | TERRY AND JOANN ZEIGLER SCHOLARSHIP FUND | $20,000 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 178151301 | NONE | PC | STOLTZ SCHOLARSHIP FUND | $2,000 |
| BLOOMSBURG UNIVERSITY FOUNDATION | |||||||
| 400 E SECOND STREET | BLOOMSBURG | PA | 17815 | NONE | PC | JA ECONOMICS FOR SUCCESS | $9,600 |
| JUNIOR ACHIEVEMENT OF SOUTHEASTERN PA | |||||||
| 994 OLD EAGLE SCHOOL RD STE 1014 | WAYNE | PA | 19087 | NONE | PC | JA ECONOMICS FOR SUCCESS | $80,450 |
| QUAKERTOWN CARES | |||||||
| PO BOX 9005 | QUAKERTOWN | PA | 18951 | NONE | PC | OPERATIONS | $15,000 |
| UNITED SERVICE ORGANIZATION | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20090 | NONE | PC | OPERATIONS | $1,000 |
| WEST CHESTER UNIVERSITY FOUNDATION | |||||||
| PO BOX 541 | WEST CHESTER | PA | 19381 | NONE | PC | SOFTBALL FUNDRAISER | $100 |
| RSPA SCHOLARSHIP FUND | |||||||
| 10130 PERIMETER PARKWAY | CHARLOTTE | NC | 28216 | NONE | PC | OPERATIONS | $2,000 |
| THOMAS JEFFERSON UNIVERSITY HOSPITAL | |||||||
| 132 S 10TH ST | PHILADELPHIA | PA | 19107 | NONE | PC | PANCREATIC CANCER RESEARCH | $109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,259 | 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 | $36 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,629 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,565 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,565 | 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 |
|---|---|
| 3 | INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY |
| 4 | INCOME PROVIDES FOUNDATION WITH ADD'L FUNDS TO DISTRIBUTE TO CHARITY |
| 8 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TERRY AND JOANN ZEIGLER | ||||||
| 1 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $272,723 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 2 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $128,300 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 3 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $304,520 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 4 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $292,965 | Yes (X) |
| TERRY AND JOANN ZEIGLER | ||||||
| 5 | 600 FREEMAN SCHOOL RD | SCHWENKSVILLE | PA | 19473 | $705,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 8500 SHS OF CORNING | $272,723 | 2017-12-14 |
| 2 | 10,000 SHS SPARK NEW ZEALAND | $128,300 | 2017-12-14 |
| 3 | 8000 SHS CISCO | $304,520 | 2017-12-14 |
| 4 | 3000 SHS QUEST DIAGNOSTICS | $292,965 | 2017-12-14 |
| 5 | 10,000 SHS DOW DUPONT | $705,000 | 2017-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $3,927,088 | EOYBookValueAmt |
| EOYFMV | $4,698,047 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON SALE OF STOCK USING FMV AT DATE OF DONATION | Desc |
| Amt | $72,210 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE/EMAIL | $123 | $0 | $123 |
| INSURANCE | $1,296 | $0 | $1,296 |
| REWARDS CARDS | $58 | $0 | $58 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Amt | $3,592 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY AND JOANN ZEIGLER | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $104 | Amt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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